India’s IPO market is gearing up for a record-breaking H2 2025, with Rs 2.58 lakh crore in total pipeline. Major listings include Tata Capital, LG Electronics, Groww, and several tech startups across key sectors.

The IPO, set to open for subscription between July 29 and July 31, includes a fresh issue of 1.04 crore shares amounting to Rs 165.17 crore, along with an offer for sale of 56.38 lakh shares worth Rs 89.09 crore by existing shareholders.

Amid the broader market optimism, six Nifty200 stocks touched fresh 52-week highs. on Wednesday.

Kumar Rakesh of BNP Paribas highlights the Indian IT sector s resilience and potential Gen AI impact. He anticipates Infosys outperforming peers with over 2% sequential growth, aided by acquisitions. Rakesh emphasizes monitoring management commentary for stable demand signals and guidance, favoring Infosys over TCS due to growth prospects and stable margins.

The Indian rupee weakened slightly, closing at 86.4075 against the U.S. dollar, supported by a strong Chinese yuan and exporter activity. Positive regional cues and gains in Indian equity markets, mirroring global optimism about easing trade tensions, helped limit the rupee s losses. However, stalled trade negotiations and foreign portfolio outflows continue to exert downward pressure on the currency.

Indian stock markets witnessed a positive close on Wednesday. Sensex and Nifty both surged, reflecting gains in Asian markets. This surge follows a trade agreement between the United States and Japan. Investors are optimistic about potential progress in India-US trade discussions. Market capitalization on the Bombay Stock Exchange also saw a significant increase. This positive trend indicates growing investor confidence.

Bajaj Housing Finance reported a 21% YoY increase in net profit, reaching Rs 583 crore for the June quarter, with total revenue from operations rising 18% to Rs 2,616 crore. The company s AUM grew by 24% to Rs 1,20,420 crore. Gross and Net NPAs stood at 0.30% and 0.13% respectively, with a capital adequacy ratio of 26.94%.

Sensex and Nifty rose on US-Japan trade optimism. Key stock movers included Kesar, MRPL, Ola Electric, CreditAccess, Lodha, Colgate, and Zee amid earnings, deals, and board updates.

Indian markets rebounded sharply on Wednesday, with Sensex surging over 500 points and Nifty50 ending above 25,200. Gains were driven by energy, banks, telecom and auto, while FMCG and realty stocks faced selling. Several stocks hit fresh 52-week highs.

Domestic institutional investors boosted their stakes in nine Nifty500 stocks by over 500 bps in June 2025, reflecting strong confidence in select sectors and expectations of future growth.