Securities and Exchange Board of India, Sebi, suggested revisions for big Initial Public Offerings. The proposal includes increasing the allocation limit for institutional buyers. It also suggests reducing the share reserved for retail investors. For IPOs exceeding ₹5,000 crore, retail allocation may decrease to 25%. Institutional buyer allocation may increase to 60%.

Indian markets reacted negatively to US tariffs. Donald Trump imposed 25% tariffs on India. Most sectoral indices closed lower. Textiles, automobiles, oil & gas, and pharmaceuticals are likely to be affected. Textile stocks could face pressure. There is ambiguity on the auto sector impact. Oil & gas sector also faced a drop. Pharma sector also declined due to the tariffs.

TVS Motor Q1 Results: TVS Motor Company witnessed a strong Q1FY26, with consolidated net profit surging 32% YoY to Rs 610 crore and revenue from operations climbing 18% to Rs 12,210 crore. Standalone PAT also rose significantly by 35% to Rs 779 crore, accompanied by a 20% increase in standalone revenue to Rs 10,081 crore.

Reliance Industries will conduct its 48th AGM on August 29, setting August 14 as the record date for FY25 s final dividend of Rs 5.50 per share. Q1FY26 saw a 78% YoY surge in consolidated net profit to Rs 26,994 crore, boosted by a one-time gain from Asian Paints stake sale. Revenue from operations increased by 5.3% to Rs 2,48,660 crore.

PB Fintech, the parent company of Policybazaar and Paisabazaar, announced a robust 41% year-on-year increase in net profit for Q1, reaching Rs 85 crore. Consolidated operating revenue also surged by 33% to Rs 1,348 crore. The company s core online insurance premium witnessed a 35% growth, driven by a 46% rise in new protection premiums.

Fueled by impressive earnings reports from Meta and Microsoft, the S&P 500 and Nasdaq initiated trading at unprecedented peaks on Thursday, indicating that significant investments in artificial intelligence by major technology firms are yielding substantial returns. The Dow Jones Industrial Average also experienced an increase, reflecting the positive market sentiment driven by these tech giants.

Indus Towers has recovered most of its backlog from Vodafone Idea, aiding a ₹1,570 crore free cash flow in Q1 FY26. Despite improved receivables, the company is conserving cash due to industry uncertainties, high capex, and strategic growth considerations.

Standard Chartered Bank reported an 11% rise in India pretax profit to $333 million in H1 2025, aided by cost control despite an 8% drop in loans and shrinking deposits. India is now the bank’s third-largest global contributor.

Zerodha CEO Nithin Kamath refuted concerns about excess leverage in Indian markets, calling US comparisons flawed. He emphasized India s significantly lower margin funding and options exposure compared to the US, dismissing claims of speculative overheating.