India Market Recap
Indian equity benchmarks remained under pressure on Wednesday, with the Nifty 50 extending its losing streak to seven consecutive sessions, its longest in nearly 11 months, as rising crude oil prices and weak global sentiment continued to weigh on investor confidence. The Nifty 50 declined 0.32% to close at 24,078.30, while the BSE Sensex fell 0.42% to 76,909.68. The Nifty remained below the 24,100 mark throughout the session, reflecting persistent selling pressure. Over the past seven sessions, the Nifty has declined around 2.1%, while the Sensex has fallen in six of the last seven sessions, also losing about 2.1%. On the technical front, Nifty support is placed in the 24,000–23,900 range, while resistance is seen between 24,250 and 24,300.
US Market Recap
Wall Street showed signs of stabilising after recent weakness, supported by a decline in US Treasury yields. The S&P 500 snapped its three-session losing streak as investors welcomed the government's measures aimed at easing pressure in the bond market. In after-hours trading, S&P 500 futures edged up 0.1%, Nasdaq-100 futures gained 0.3%, while Dow Jones Industrial Average futures were marginally higher by 19 points. The moderation in long-term bond yields improved overall market sentiment and provided support to equities.
Asian Market Update
Asian markets traded higher on Thursday, taking cues from Wall Street's overnight rebound. Lower US Treasury yields improved risk appetite across the region, with South Korea's Kospi leading gains by surging 4.41%. Japan's Nikkei 225 advanced 1.21%, while Australia's ASX 200 rose 0.29%. Investors also continued to monitor developments in global bond markets and geopolitical tensions in the Middle East.
Commodity Check
Crude oil prices remained near recent highs as investors assessed fresh US measures aimed at increasing economic pressure on Iran. Brent crude traded just below $92 per barrel, after gaining more than 5% over the previous four sessions, while West Texas Intermediate (WTI) hovered near $84 per barrel. The latest move followed US President Donald Trump's announcement of new sanctions targeting Iran's financial and commercial networks. The measures are intended to further restrict Iran's access to global trade and financial systems, with warnings that countries or businesses supporting Iranian commercial activities could face economic penalties. The renewed sanctions have added to uncertainty over Middle East energy supplies, keeping oil prices elevated and markets focused on potential supply disruptions.
Stocks In News
- Hindustan Oil Exploration Limited: HOEC plans to drill 4 additional wells in the existing PY-1 field to restore production, using existing SUN platform and pipeline; Rs 3,400 Cr has already been invested in the field.
- The Phoenix Mills: O2 Renewable Energy XXVIII allotted 2,74,332 equity shares and 24,690 CCDs to the company and 3,02,568 equity shares and 27,231 CCDs to subsidiary Offbeat Developers. Post allotment, they collectively hold a 45% equity stake.
- Jain Irrigation Systems: CRISIL reaffirmed Jain Irrigation's ratings at BBB-/Negative (long-term) and A3 (short-term), covering Rs 2,930 Cr bank facilities and Rs 785.63 Cr NCDs; refinancing of Rs 652 Cr debt due in FY27 remains a key concern.
- Nitin Spinners: acquired 85.68 lakh shares of CGE II Hybrid Energy Pvt. Ltd., taking its total holding to 2.57 Cr shares (7.36%) in the renewable-energy company.
- JSW Cement: Received a GST show cause-cum-demand notice of Rs 10.27 crore from the Joint Commissioner, Central Tax (Audit), Kolkata.
- Hyundai Motor India: will increase vehicle prices by up to 1% across its portfolio from September 2026, citing rising input/commodity costs
- IndiQube Spaces: Secured a 1,300-seat workspace deal in Bengaluru valued at ~Rs 68 crore with a leading global audio series platform.
- Cipla: NCLT approved the Scheme of Amalgamation of wholly owned subsidiary Inzpera Healthsciences with the company
- Rites Limited: RITES will sell its entire 13% stake (1,573 shares) in Elicius Energy to its promoter/director at Rs 38.49 per share for Rs 60,544.77, after which Elicius will cease to be RITES' associate. Completion is expected by September 30, 2026
- Gabriel India: Shareholders approved a preferential issue of 1,44,04,204 equity shares to Asia Investments Private Limited at Rs 1,305.89 per share, aggregating Rs 1,881.03 crore. Shareholders approve acquisition of HL Mando Anand India stake from Asia Investments through material related-party transaction.
- Astra Microwave Limited: Astra Microwave's wholly owned subsidiary Astra Space Technologies Private Limited has been converted into Astra Space Technologies Limited.
- Ceigall India: secured its fifth LOA on NH-913 (Frontier Highway) worth Rs 274 Cr, taking its five LOAs in two days to Rs 2,423.70 Cr, covering 278 km of road construction in Arunachal Pradesh
- Jubilant Agri & Consumer Products: received a GST show-cause notice proposing a Rs 5.09 Cr demand for FY21–FY24; the company disputes the demand and plans to file a detailed reply.
- JSW Dulux: Received an Odisha GST show cause notice of Rs 1.84 crore for alleged Input Tax Credit disallowance for FY2022–23.
- Hexaware Technologies: launched “Zero Vulnerability,” a new AI-led cybersecurity offering to prioritize and verify remediation.
- Karnataka Bank: Empanelled as an Arranger & Collector for HUDCO Capital Gain Bonds, expanding its government-backed investment product offerings and distribution capabilities.
- Rhetan TMT: Commenced power generation from its 1 MW captive solar power project at its Kadi, Gujarat manufacturing facility.
- Goodluck India: Closed two wholly owned subsidiaries, GLS Engineering India and GLS Metallics India
- BSE: to explore launching India futures and options linked to MSCI indexes.
- Thyrocare Technologies: API Holdings fully redeemed its Rs 1,700 crore NCDs; debenture trustee issued a no-dues certificate and released the pledge over 60.92% of Thyrocare's shares held by Docon Technologies.
- Gravita India: Gravita plans 59,200 MTPA copper recycling capacity addition at Mundra by March 31, 2029, costing about Rs. 64 crore.
- Texmaco Rail & Engineering: Invested Rs 6.88 crore in subsidiary Texmaco Defence Technologies; VAGUS DEF TECH & AEROSPACE FUND-1 acquired a 30% stake, resulting in TDTL ceasing to be a wholly owned subsidiary and becoming a 70%-owned subsidiary.
- IDFC First Bank: Upsized its senior notes issuance by an additional USD 100 million, taking the total issue size to USD 600 million from USD 500 million under its EMTN programme.
- United Spirits: FSSAI revoked its June 29, 2026 order relating to the sale of a product manufactured at the Baramati unit; no material financial or operational impact.
- HEG: Receives NCLT Approval for Demerger Scheme for HEG Graphite Limited and Bhilwara Energy Limited; shareholders to receive shares in a 1:1 ratio.
- HFCL: Voluntarily liquidated and deregistered non-operational Australian step-down subsidiary HFCL Pty Ltd effective Aug. 19, 2026
- Strides Pharma Science: Received USFDA EIR for its Bengaluru flagship facility, with the May 2026 inspection closed under VAI status after addressing 5 Form 483 observations, reaffirming the facility's regulatory compliance.
- EMS: Emerged as L1 bidder for a Rs 190.86 crore water infrastructure project in Kota, Rajasthan under AMRUT 2.0, involving construction of a 100 MLD water treatment plant, distribution network and related infrastructure, along with 5 years O&M.
- Thomas Scott (India): Allotted 91,575 equity shares at Rs 330/share upon conversion of 91,575 warrants held by non-promoter Viren Raichand Shah; paid-up equity capital increased to 1.48 crore shares.
- KEC International: Issued a corporate guarantee of AED 300 million for subsidiary Al Sharif Group & KEC Ltd., replacing an earlier AED 181.5 million guarantee, to support enhanced credit facilities.
- Titagarh Rail Systems: Upgraded to Approved Vendor status by Indian Railways for supply of 3-phase locomotive traction motors (6FRA-6068), with approved manufacturing capacity of 1,200 motors per annum.