Latest Stock Market News

The Indian market mirrored gains seen across Asian markets, though investor caution ahead of Russia-U.S. talks on the Ukraine war kept sentiment in check in a holiday-shortened week.

Indian mutual fund industry s AUM has doubled in 3 years, fueling multibagger returns for AMC stocks like Shriram AMC, HDFC AMC, and Nippon India. SIP inflows remain strong, reaching record highs, driven by increasing retail participation and financialization of savings. Experts recommend HDFC AMC, Nippon India AMC, and KFinTech, citing growth potential and steady inflows.

Infosys shares: Infosys will acquire a 75% stake in Versent Group, a wholly owned subsidiary of Australia’s Telstra Group, for AUD 233.25 million (over Rs 1,300 crore). The deal, excluding management incentives and retention bonuses, aims to strengthen Infosys’s presence in Australia’s cloud and AI services market and is expected to close in H2 FY26, pending regulatory approvals.

Brokerages are optimistic about select stocks across defence, metals, railways, and retail sectors, citing strong growth potential. Motilal Oswal upgraded Bharat Dynamics to ‘Buy’ with a target of Rs 1,900. Nuvama maintained a ‘Buy’ rating on Titagarh Rail Systems with a revised target price of Rs 1,142, indicating a potential 42% upside.

Muthoot Finance shares: Muthoot Finance s shares surge following strong Q1 FY26 results. The company reports a significant 65% year-on-year increase in net profit. Loan assets under management reach a record high. The company crosses a market capitalization of Rs 1 trillion. George Jacob Muthoot expresses confidence in sustaining growth. The company focuses on digital transformation and customer experience.

Siddhartha Khemka of MOSL reports a positive Q1 earnings season with 8-9% growth, despite geopolitical tensions. He anticipates improvements following US-Russia talks and RBI s liquidity boost to enhance corporate earnings in the latter half of the fiscal year. Khemka favors financials, domestic consumption, and FMCGs, highlighting strong government capex driving demand in infra and cement sectors.

Paytm s stock has experienced a significant surge in 2025, fueled by a recent RBI approval and a profitable first quarter. Analysts suggest potential for further gains, with targets ranging from Rs 1,220 to Rs 1,400. However, some caution that the rally may be overextended, advising investors to consider potential pullbacks as buying opportunities, while being aware of resistance levels.

JSW Cement s shares debuted with gains on the NSE and BSE, exceeding the IPO price. The Rs 3,600 crore IPO witnessed strong subscription, driven by institutional demand. While the grey market premium was modest, investor focus is on JSW Cement s long-term execution. Proceeds from the IPO will support expansion plans and debt repayment.

Apollo Hospitals shares: The company delivered robust Q1FY26 results, leading several brokerages to hike their target prices. Consolidated net profit rose 42% YoY to ₹433 crore from ₹305 crore, and was up 11% sequentially from ₹390 crore in Q4FY25.

Sawaliya Food Products shares had a strong debut. The shares listed at a 90% premium on the NSE SME platform. The IPO opened on August 7 and closed on August 11, 2025. It was subscribed 13.32 times overall. The IPO comprised a fresh issue of shares and an offer for sale.