News Update and Focus Aug 5

Markets & Macro

• Equity indices opened lower: Sensex was down ~0.09% at 80,946, while Nifty slipped marginally to around 24,720 

• Sentiment weakened further as U.S. President Trump renewed threats of steep tariffs over India’s purchase of Russian oil exports. The rupee declined sharply, nearing ₹88/USD and prompti…[Read more]

Eclipses, Mars Energy & India’s Turning Point: September 2025 Forecast for Modi Current Regime!

India is entering one of the most astrologically and numerologically intense months of the decade. September 2025 brings with it two major eclipses—a Lunar Eclipse on 7th September and a Solar Eclipse on 21st September. Combined with the fiery ene…[Read more]

Investment Opportunity – Reimagining Coffee with Ayurveda for Gen Z India & Global Wellness Markets

Hello Investors

Hope you’re doing well.

I’m reaching out to introduce Evora, a new-age FMCG brand redefining India’s coffee culture by merging everyday habit with ancient Ayurveda — targeting the whitespace between just caffeine and true well…[Read more]

India’s Q-Commerce Market Is Exploding!

From groceries to gadgets in minutes – the quick commerce sector is rewriting retail rules.

Disclaimer : https://www.omnisciencecapital.com/disclosures/

Peer Pressure & Portfolio Panic: The Insider Gossip Trap

In the high-stakes world of Indian investing, decision-making is often influenced not just by data or research, but by peer networks, closed groups, and insider-style gossip. Whether it’s a colleague’s “source,” a trader’s tip, or a friend-of-a-friend who “knows something,” the pressure…[Read more]

Sector wise new updates for August 2, 2025

Economy & Trade

• The U.S. has imposed a sweeping 25% tariff on all Indian exports, effective August 7, putting around $85 billion worth of exports at risk Key sectors exposed include IT/software services, pharmaceuticals, textiles, auto parts, and engineering goods India’s GST collections rose 7.5% y…[Read more]

IMFA Q1 FY26 Earnings Call – Key Highlights from CFO Remarks & Q&A

Date: July 31, 2025

CFO Remarks (Mr. Saunak Gupta)

1. Financial Highlights
Standalone Revenue: ₹641.54 crore (up from ₹567.15 crore in Q4 FY25)

EBITDA: ₹125.47 crore (up 78% QoQ from ₹70.52 crore)

PAT: ₹91.48 crore (up from ₹47.07 crore in Q4)

2. Margins
EBITDA margin improv…[Read more]

Sector-wise top stories and market developments -August 1, 2025:

Macro & Markets
• U.S. enforces 25% tariffs on Indian goods, effective August 1, unexpectedly widening to $87 billion in exports amid unresolved trade negotiations. This move cast a shadow over export-linked sectors.
• FII outflows continue, with net selling of ₹55,8…[Read more]

Dead Wrong: Trump’s Jibe Doesn’t Hold Up Against India’s Metrics

US President Donald Trump’s recent remark dismissing India and Russia as “dead economies” has drawn sharp contrasts with hard data. Far from stagnation, India has demonstrated unparalleled economic dynamism, cementing its status as the fastest-growing major economy in the world.…[Read more]