Q1FY26 Skipper (NOT RATED) results – High growth trajectory continues

-> Revenue/EBITDA/PAT growth of 15/21/41% yoy

-> Revenue of 12.5bn (+15% yoy) driven by Engineering Products (+24% yoy) and Polymer Products (+39% yoy). Infra projects segment revenue declined 39% yoy.

-> As a result, the share of Engineering Products (mainly transmission t…[Read more]

Market Update: SME IPO Listing Cap & Key Upcoming IPOs

🔹 NSE Regulatory Move – SME IPO Special Preopen Session

NSE introduces a 20% lower circuit cap for SME IPOs during the Special Preopen Session.

Implication: SME IPOs cannot list below 20% of the issue price, potentially reducing steep listing day losses.

Market Update: SME IPO Listing Cap & Key Upcoming IPOs

🔹 NSE Regulatory Move – SME IPO Special Preopen Session

NSE introduces a 20% lower circuit cap for SME IPOs during the Special Preopen Session.

Implication: SME IPOs cannot list below 20% of the issue price, potentially reducing steep listing day losses.

Brigade Hotel Ventures IPO L…[Read more]

Sentiment analysis for the stocks in news on July 31

Information Technology / Software / Tech Services
LTIMindtree: Partnership with Adobe to launch Blueverse Craftstudio – Positive

Moschip Technologies: Strong YoY growth in profit and revenue – Positive

Sonata Software: Moderate YoY growth – Neutral

Emudhra: Completes acquisition of AI Cyber…[Read more]

Regulatory actions by SEBI, RBI, and major global regulators up to July 31, 2025:

SEBI

Market Manipulation & Surveillance
• Jane Street case expansion: SEBI widened its probe into alleged index manipulation. Exchanges (BSE, NSE) are required to supply detailed trading data from Jan 2023 to May 2025, including mark-to-market P/L, positions…[Read more]

Equity Markets & Sector News Update -July 31, 2025

Markets & Macro Trends
• The U.S. announced a 25% tariff on Indian imports effective August 1, including an unspecified penalty. Markets opened sharply lower—Nifty down ~0.66%, Sensex down ~0.71%, with broad sell off across all sectors.
• Indices ended mixed: Nifty settled at ~24,855 (+0.14%…[Read more]

IMFA Earnings call

Details
Date: 31 July 2025
Time: 4:00 PM IST

Management Participants:
• Mr. Bijayananda Mohapatra – Whole-time Director & COO
• Mr. Saunak Gupta – Chief Financial Officer
• Mr. Binoy Agarwalla – Head, Power Business Unit
• Mr. Sandeep B. Narade – Head, Mines Business Unit
• Mr. Ch. Suresh Babu – Head, Ferro Alloys Busine…[Read more]

LISTING UPDATE-July 30

GNG
IPO PRICE: 237
LOT SIZE – RETAIL: 63
LOT SIZE – HNI: 882

LISTING PRICE: 355(+118₹,+49.79%)
LISTING GAIN – RETAIL: 7434/-
LISTING GAIN – HNI: 1,04,076

– INDIQUBE
IPO PRICE: 237
LOT SIZE – RETAIL: 63
LOT SIZE – HNI: 882

LISTING PRICE: 216(-21₹,-8.86%)
LISTING LOSS – RETAIL: 1323/-
LISTING LOSS – HNI: 18,…[Read more]

Fund house recommendations -July 30

Infrastructure & Construction

Larsen & Toubro (L&T)
Positive

Jefferies: Buy | TP ₹4,230 (↑ from ₹3,965)

B&K: Buy | TP ₹4,034 (↑ from ₹3,986)

Haitong: Outperform | TP ₹4,150 (↑ from ₹3,800)

Investec: Buy | TP ₹4,460 (↑ from ₹4,115)

Motilal Oswal (MOSL): Buy | TP ₹4,200 (↑ from ₹4,100)

Neutral

Axis: Buy…[Read more]

Virtual IPO Meet | Marketing Limited

Date: Wednesday, 30th July, 2025
Time: 05:00 PM

YouTube Live link:

Book Running Lead Manager:
Narnolia Financial Services Limited

Key Highlights

-CashurDrive Marketing Limited is an OOH advertising company offering comprehensive transit, outdoor, print, and…[Read more]