Latest Stock Market News

India’s Torrent Gas Ltd. is considering an initial public offering in Mumbai that may raise about $450 million, according to people familiar with the matter.

Indian domestic institutions made their largest stock purchases since April, buying Rs 108.6 billion worth of shares on Thursday. This move helped offset foreign outflows amid tariff concerns triggered by Donald Trump. Their consistent support in 2025 has played a critical role in stabilising markets during global uncertainties.

Info Edge (India) reported a 27% year-on-year increase in consolidated net profit for the June quarter, reaching Rs 296 crore. Revenue also saw a 17% rise to Rs 791 crore. Standalone billings grew by 11.2%, with recruitment business increasing by 9.0% and non-recruitment portfolio growing by 17.6%. However, the recruitment segment faced headwinds and a sectoral slowdown.

Kalyan Jewellers posted a 49% YoY rise in Q1FY26 PAT at Rs 246 crore, with revenue climbing 31% to Rs 7,268 crore. Strong domestic and international performance, despite gold price volatility, boosted the quarter.

Rahul Shah from Motilal Oswal analyzes key financial events. Titan s earnings beat expectations, especially in the jewellery segment. AU Small Finance Bank s move to a universal bank is a positive step. Eternal is favored over Swiggy due to valuation comfort. While PSU banks face NIM pressure, Bharti Airtel shows strong performance.

European shares edged higher and were on track for their biggest weekly gain in 12 as investors assessed U.S. President Donald Trump s nomination for Federal Reserve s open spot on its governing board.

SBI Q1 Results: SBI reported 6% YoY growth in interest income to Rs 1,17,996 crore for Q1FY26, while interest expenses rose 9% to Rs 76,923 crore. Profit growth was attributed to operating efficiency and controlled expenses. Despite weak market sentiment, shares recovered from day’s low post-results, trading over 1% lower on NSE after the announcement during market hours.

India’s REIT market crossed Rs 1 lakh crore in market cap, driven by robust leasing, investor confidence, and strong distributions. The four listed REITs manage 128 million sq ft and Rs 1.63 lakh crore in AUM, solidifying REITs as a mainstream asset class since their 2019 debut.

Swiggy is set to draw an estimated $293 million in fresh inflows, while Eternal is staring at estimated outflows of $571 million, stemming from MSCI’s latest reshuffle of its Global Standard Index, changes that are effective as of the close of August 26, 2025.

Amidst tariff uncertainties and a weak earnings season, India faces declining earnings estimates and foreign investor outflows. Manishi Raychaudhuri suggests focusing on domestic issues, favoring private sector banks due to their strong performance and technological capabilities. He also recommends considering select industrials, consumer discretionary stocks, and domestic healthcare services for potential growth.