Sector wise new updates for August 4, 2025

Economy & Banking

• The RBI’s Monetary Policy Committee meeting kicks off today (Aug 4), with its decision expected on Aug 6. Given subdued inflation (~2%) and rising trade pressures, analysts are debating a possible rate cut of 25–50 bps this week, though the central bank may also opt to hold steady…[Read more]

Earnings calls -1 Aug 2025

8:00 AM – PB Fintech (Webinar)
8:30 AM -IKS Health
9:00 AM- Indegene Limited
10:00 AM -Aptus Value Housing
10:00 AM- Sundram
10:30 AM -Cholamandalam Investment & Finance (Webinar)
11:00 AM -Aarti Industries
11:00 AM -Bluspring Enterprises
11:00 AM -Fredun Pharmaceuticals
11:00 AM -Nelcast
11:00 AM -Pokarna
11:00…[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]

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]

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]

FII Net Outflow

2021: -85,670
2022: -286,494
2023: -19,526
2024: -295,393
2025: -129,478 ( til july)

Total FII Outflow = ₹ -816,561 CR

DII Net Inflow

2021: +92,406
2022: +274,737
2023: +182,185
2024: +503,381
2025: +362,391 (2025 til july)

FII Sold
₹ 8.17 Lac CR

DII Buy
₹ 14.15 Lac CR

Corporate Actions

Dividend

28-Jul-25
WIPRO: Interim Dividend – Rs. – 5.00
YSL: Final Dividend – Rs. – 500.00
EIHAHOTELS: Final Dividend – Rs. – 3.50
DLF: Final Dividend – Rs. – 6.00
KPITTECH: Final Dividend – Rs. – 6.00
COSMOFIRST: Final Dividend – Rs. – 4.00
SHYAMMETL: Interim Dividend – Rs. – 1.80
CRISIL: Interim Dividend – Rs. -…[Read more]

Analyst Conference | Indian Overseas Bank (IOB)

Event Details

Date : Tuesday, 29 July 2025

Time : 4.00 PM

Venue : Legacy Room, The St. Regis, Lower Parel, Mumbai -400013

Service : Hi-Tea

Management Participants:
• Mr Ajay Kumar Srivastava, MD & CEO
• Mr Joydeep Dutta Roy, Executive Director
• Mr Dhanaraj T, Executive Director

About India…[Read more]

Virtual IPO Meet | Mehul Colours Limited

Date: Tuesday, 29th July, 2025
Time: 04:00 PM

YouTube Live link:

Book Running Lead Manager:
Seren Capital Private Limited

Key Highlights

-Mehul Colours Limited is a manufacturer of masterbatches, enhancing plastic products with colour and functional…[Read more]

Equity Markets & Sector News Update -July 29, 2025

Market Sentiment & Macro
• The markets are ending July on a weak note: Nifty on track for worst monthly performance since 2019, with earnings, FII outflows, and stalled trade talks weighing.
• Despite global cues turning moderately positive, domestic caution dominates ahead of key earnings fro…[Read more]

Equity Markets & Sector News Update -July 28, 2025

Market Overview
• Sensex closed at 81,463 (–0.88%), and Nifty 50 at 24,837 (–0.90%) on Friday, erasing recent gains.
• Today indices opened lower with Nifty at ~24,782, Sensex near 81,240. Market sentiment soured amid Kotak Bank’s weak Q1 earnings and stalemate in U.S.–India trade talks ahead…[Read more]