Dilip Buildcon Bags Metro Deal; India to Keep Importing Russian Oil & More
- Share.Market
- 10 min read
- 04 Aug 2025
Share Market Highlights Today
Sensex and Nifty50 ended higher today, because of strong company earnings and the RBI’s key policy meeting starting this week. Most sectors saw gains, except FMCG and Financials. Optimism on earnings and RBI policy offset recent losses, though global trade concerns kept investors cautious.
Key Indices – Share Market
Today’s Top News from the Indian Share Market
SARDAENSarda Energy shares rise after Q1FY26 results showed revenue up 76% YoY to ₹1,633 crore and net profit soaring 120% YoY to ₹437 crore, driven by robust operational growth.
DBLDilip Buildcon’s joint venture with RBL wins ₹1,503.63 crore Gurugram Metro Rail project. The contract involves building viaducts, 27 stations, a spur to Dwarka Expressway, and an underpass at Bhaktawar Chowk.
JSWSTEELJSW Steel and Japan’s JFE Steel will invest ₹5,845 crore to expand GOES (Grain-Oriented Electrical Steel) production in India to 3.5 lakh tons annually, boosting supply for renewables, EVs, and tech sectors by FY2028.
TITAGARHTitagarh Rail Systems has received a ₹1,598.55 crore order from NCC Limited to supply and maintain 108 metro coaches for Mumbai Metro Line 6. The project includes design, testing, and 7 years of post-delivery maintenance support.
AUBANKAU Small Finance Bank has partnered with SBI Life Insurance to offer life insurance products across its 2,500+ banking touchpoints in 21 states and 4 union territories. The partnership aims to expand insurance access in urban, semi-urban, and rural areas, supporting the goal of ‘Insurance for All by 2047.
Top Performing Sectors Today
Top Gainers
| Company | Today’s Chg | LTP |
|---|---|---|
 Nifty MetalNIFTY METAL | +2.48%+225.50 | 9327.85 |
 Nifty RealtyNIFTY REALTY | +1.77%+15.90 | 912.05 |
 Nifty AutoNIFTY AUTO | +1.61%+376.55 | 23787.50 |
*Prices shown may have delay up-to 15 minutes
Broader Market Performance Today
INDIA VIXToday’s Top Gainers and Losers
Top Gainers
*Prices shown may have delay up-to 15 minutes
What’s Happening Beyond Markets?
- SEBI plans to allow foreign and institutional investors as strategic investors in Real Estate Investment Trusts and Infrastructure Investment Trusts to boost capital inflows.
- India’s semiconductor market is projected to reach $100–110 billion by 2030, driven by major investments, local manufacturing, and policy support under the ₹76,000 crore India Semiconductor Mission.
- Despite Trump’s sanctions warning, Indian officials confirmed that oil firms will keep buying Russian crude, prioritizing price and logistics over geopolitical pressure.
- Malaysia will reduce tariffs of 98% on U.S. imports after the U.S. eased duties on Malaysian goods. Key sectors remain protected, while Malaysia plans major purchases in aircraft, tech, and energy to balance trade and boost ties.
- Oil prices dipped after OPEC+ (a global oil alliance) approved a output hike of oil for September. Despite pressure from the U.S. over Russian crude, markets remain tight.
Result Update
Track who beat or missed street estimates from the Nifty50
| Stocks | Revenue Q1FY26 (Estimated) | Revenue Q1 FY26 (Actual) | Growth (%) |
| ITC Ltd. | ₹18,206.67 Cr | ₹23129.35 Cr | 🔼 27.06% |
| Tata Power Company Ltd. | ₹17,911.11 Cr | ₹18,035.07 Cr | 🔼 0.69 % |
| Delhivery Ltd. | ₹2,408.84 Cr | ₹2,294.00 Cr | 🔻 4.77% |
| Adani Power Ltd. | ₹15,490.00 Cr | ₹14,109.15 Cr | 🔻 8.91% |
Back to Basics
Terms that put you one step ahead – every day
What is the Under-Subscription of an IPO?
Under-subscription happens when an IPO (Initial Public Offering) does not get enough buy requests.
Say a company offers 1 crore shares, but investors apply for only 80 lakh. Here, 20% of shares remain unclaimed.
In India, SEBI rules say that at least 90% must be sold, or the money goes back to applicants.
Under-subscription often reflects weak investor interest or broader market uncertainty.
Investors should see under-subscription as a signal to investigate why demand fell short before participating.
IPO Corner: Mainboard
Upcoming IPO
| Company | Date | Total Issue Size | Issue Price | Minimum Investment |
| Highway Infrastructure Ltd. | August 5, 2025 to August 7, 2025 | ₹130.00 Cr | ₹65 to ₹70 per share | ₹13,715 |
| Knowledge Realty Trust REIT | August 5, 2025 to August 7, 2025 | ₹4,800.00 Cr | ₹95 to ₹100 per share | ₹14,250 |
Corporate Actions
Stock | Ex-Date | Record Date | Event Type | Event Details |
| Coal India Ltd. | 06 Aug 2025 | 06 Aug 2025 | Interim Dividend | ₹5.50 |
| The Ramco Cements Ltd. | 06 Aug 2025 | 06 Aug 2025 | Final Dividend | ₹2.00 |
| Dr. Lal Pathlabs Ltd. | 06 Aug 2025 | 06 Aug 2025 | Interim Dividend | ₹6.00 |
| Blue Dart Express Ltd. | 06 Aug 2025 | 06 Aug 2025 | Final Dividend | ₹25.00 |
| Great Eastern Shipping Company Ltd. | 06 Aug 2025 | 06 Aug 2025 | Interim Dividend | ₹7.20 |
Before You Go…
Markets aren’t just charts and tickers; they’re daily tales of ambition and the quiet courage to stay invested.
We’ll be back tomorrow to cut through the noise, so you can focus on investing intelligently.
Disclaimer and Disclosure
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