Sri Lotus Developers IPO is performing well. The IPO opened with a good grey market premium. It was subscribed 3.60 times on the first day. Qualified institutional buyers led the subscriptions. The company aims to raise Rs 792 crore. The funds will support ongoing projects. Analysts recommend subscribing to the IPO for long-term gains and listing benefits.

Gautam Duggad of Motilal Oswal discusses the market s calm response to the 25% tariff imposed by the US. He notes textiles are most affected. Other sectors like pharma and IT remain largely untouched. Corporate earnings growth is still expected. Duggad emphasizes the importance of corporate earnings for market performance. He anticipates better earnings growth this year.

Aditya Infotech, a leading distributor of electronic security equipment, saw 24% revenue CAGR and over 2x PAT growth between FY22–FY24. With a strong brand portfolio and expansive network, the Rs 1,300 crore IPO is priced at a P/E of 36.2x. While fundamentals are solid, brokerages advise caution due to high valuation and working capital intensity.

Indian government bonds experienced a decline in early trading. This was influenced by a weakening rupee and cautious remarks from the U.S. Federal Reserve. The benchmark 10-year bond yield faced pressure. The rupee hit a six-month low. Investors are also watching for a debt sale by New Delhi. Shorter duration overnight index swap rates saw mild receiving.

Swaminathan Aiyar believes India s soft approach to Trump s trade policies failed. He contrasts this with China s firm stance. Aiyar suggests India should have been tougher from the start. He anticipates short-term market setbacks due to tariffs. He also notes the rupee s weakening impact on foreign investors. Aiyar expects markets to recover in the medium term.

The NSDL IPO, open for subscription until August 1, comprises 5.01 crore equity shares. Investors can place bids starting with a minimum lot of 18 shares and in multiples thereafter. The price band for the issue is set at Rs 760–800 per share. The company is set to be listed on the BSE, with a tentative listing date of August.

CDSL made its market debut in 2017 at Rs 125 per share. In the years since, the stock soared beyond Rs 1,500, fueled by a surge in retail investor participation after COVID-19 and increased financial market inclusion. Now managing over 15 crore demat accounts, CDSL has become a key player in India’s retail investing boom.

ITD Cementation India posted its highest-ever quarterly net profit of Rs 137 crore in Q1FY26, up 37% YoY. Revenue rose 7% to Rs 2,542 crore. The company secured new orders worth Rs 2,900 crore, taking the order book to Rs 18,820 crore.