Kaynes Circuits to Invest in Tamil Nadu, India’s Ad Industry Hit ₹1L Cr & More
- Share.Market
- 10 min read
- 05 Aug 2025
Share Market Highlights Today
Sensex and Nifty50 ended lower due to mixed Q1 earnings and global worries, following Donald Trump’s tariff warning over India’s Russian oil trade. Sector-wise, auto and consumer durables gained, while overall showed mixed performance.
Key Indices – Share Market
Today’s Top News from the Indian Share Market
GODFRYPHLPGodfrey Phillips India rose after a strong Q1 FY26 with a total income of ₹1,889.97 crore in Q1 FY26, marking a 34.64% year-on-year growth. Net profit surged 55.88% YoY to ₹356.28 crore during the quarter.
KAYNESKaynes Circuits signed an MoU with the Tamil Nadu government to invest ₹4,995 crore over six years. The plan includes new manufacturing units and expansion in high-tech areas such as defense, AI, telecom, and medical electronics.
BEMLBEML Limited has secured a ₹282 crore order from the Ministry of Defence for supplying HMV 8×8 vehicles. The deal falls under regular business operations as per SEBI regulations.
NTPCGREENNTPC Renewable Energy Limited, a wholly owned subsidiary of NTPC Green Energy, won a Solar Energy Corporation of India (SECI) bid to supply 70,000 metric tonnes/year of green ammonia at ₹51.80/kg. NTPC Group’s total capacity now rose to 82,977 megawatts.
ASIANPAINTAsian Paints has signed a 50:50 joint venture agreement with PPG Group, USA, to form two companies, PPG Asian Paints Pvt Ltd and Asian Paints PPG Pvt Ltd.
Top Performing Sectors Today
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Broader Market Performance Today
INDIA VIXToday’s Top Gainers and Losers
Top Gainers
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What’s Happening Beyond Markets?
- The Indian Sugar and Bio-energy Manufacturers Association (ISMA) has launched a national AI-ML network with ADT Baramati and Map My Crop to improve sugarcane productivity, quality, and farmer incomes using advanced tech tools.
- Indian auto component exporters may lose competitiveness in the US as President Trump imposes tariffs on Indian goods, which could hurt 8% of sector output, urging a bilateral trade deal, says rating agency ICRA
- India’s ad industry crossed ₹1 lakh crore in FY25, with digital now driving 46% of total spend. Crisil says digital ads are growing 9–11% annually, while traditional media stagnates.
- The rupee fell in August, nearing record lows, as US tariffs and warnings over Russian energy trade hit sentiment. A dovish RBI and low inflation also raised expectations of more rate cuts.
- US factory orders fell 4.8% in June 2025, the steepest drop since April 2020, mainly due to a 22.4% slump in transport equipment. Civilian aircraft orders plunged 51.8% after a sharp May surge.
Result Update
Track who beat or missed street estimates from the Nifty50
| Stocks | Revenue Q1FY26 (Estimated) | Revenue Q1 FY26 (Actual) | Growth (%) |
| Shree Cements Ltd. | ₹5175.31 Cr | ₹5280 88 Cr | 🔼 2.04% |
| Marico Ltd. | ₹3,201.34 Cr | ₹3,259 Cr | 🔼 1.80% |
| Sona BLW Precision Forgings Ltd. | ₹867.02 Cr | ₹853.91 Cr | 🔻 1.52% |
| Aurobindo Pharma Ltd. | ₹8,210.57 Cr | ₹7,868.14 Cr | 🔻 4.17% |
Back to Basics
Terms that put you one step ahead – every day
What is the Over-Subscription of an IPO?
Over-subscription occurs when an IPO receives more buy requests than the number of shares on offer.
For instance, if 1 crore shares are on offer but investors apply for 5 crore shares, demand exceeds supply.
SEBI rules then require shares to be allotted by lottery or proportionately, ensuring fair distribution across categories.
Over-subscription signals strong investor confidence or positive market sentiment toward the company.
Heavily over-subscribed IPOs often list above their issue price, rewarding successful applicants.
For investors, this suggests robust interest but also highlights the importance of careful allocation rules; getting allotment is never guaranteed when demand far outstrips supply.
IPO Corner: Mainboard
Upcoming IPO
| Company | Date | Total Issue Size | Issue Price | Minimum Investment |
| JSW Cement | August 7, 2025 to August 11, 2025 | ₹3,600.00 Cr | ₹139 to ₹147 per share | ₹14,178 |
| All Time Plastics | August 7, 2025 to August 11, 2025 | ₹₹400.60 Cr | ₹260 to ₹275 per share | ₹14,040 |
Corporate Actions
| Stock | Ex-Date | Record Date | Event Type | Event Details |
| PI Industries Ltd. | 07 Aug 2025 | 07 Aug 2025 | Final Dividend | ₹10.00 |
| Linde India Ltd. | 07 Aug 2025 | 07 Aug 2025 | Final Dividend | ₹12.00 |
| NAVA Ltd. | 07 Aug 2025 | 07 Aug 2025 | Final Dividend | ₹6.00 |
| CCL Products India Ltd. | 07 Aug 2025 | 07 Aug 2025 | Final Dividend | ₹5.00 |
| Sharda Cropchem Ltd. | 07 Aug 2025 | 07 Aug 2025 | Final Dividend | ₹6.00 |
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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