Markets News
Arbitrage funds' NAVs stabilise after closing auction volatility
Aug 3 spike largely reversed in next 3 sessions; movements now back in usual trajectory
 "Arbitrage funds' NAVs stabilise after closing auction volatility")
Domestic lenders set record with $8 billion in dollar bond sales
The offerings reached $8 billion Thursday, breaching the previous record of $7.92 billion hit in 2019, according to data
 "Domestic lenders set record with $8 billion in dollar bond sales")
Rupee weakens, bond yields harden as RBI shuts FCNR(B) swap window early
The rupee settled at 95.61 per dollar, while the benchmark 10-year government bond yield rose to 6.81 per cent as the RBI's move raised concerns over dollar inflows
 "Rupee weakens, bond yields harden as RBI shuts FCNR(B) swap window early")
Sebi eyes SLBM reforms; may allow net settlement to boost market liquidity
Sebi chairman Tuhin Kanta Pandey said on Monday, at sidelines of a symposium on cyber security, that the regulator will soon come up with a consultation paper on SLBM, in its efforts to stabilise CAS
 "Sebi eyes SLBM reforms; may allow net settlement to boost market liquidity")
Jio-BlackRock rolls out MF plans; Lalithaa Jewellery IPO booked 0.68x
Regular plans come with higher expense ratios as they pay commissions to distributors
 "Jio-BlackRock rolls out MF plans; Lalithaa Jewellery IPO booked 0.68x")
Rising raw material costs may weigh on Pidilite's near-term margins
Strong revenue growth and lower fixed-cost inflation aided the June quarter, but higher VAM prices are expected to push operating margins towards the guided 20-24 per cent range
 "Rising raw material costs may weigh on Pidilite's near-term margins")
Improving margin trajectory key trigger for Voltas after strong RAC growth
Voltas grew RAC volumes 45 per cent Y-o-Y and increased market share, but low margins remain a concern as analysts cut earnings estimates and await margin expansion
 "Improving margin trajectory key trigger for Voltas after strong RAC growth")
FII ownership falls to 17-year low as domestic investors strengthen grip
FPI ownership in NSE-listed companies fell to 15.1 per cent, while domestic mutual funds raised their stake for the 12th straight quarter to a record 11.6 per cent
 "FII ownership falls to 17-year low as domestic investors strengthen grip")
New Closing auction session here to stay, says Sebi chairman Pandey
Sebi chairman Tuhin Kanta Pandey said the new closing auction session is here to stay, while the regulator plans a consultation paper on securities lending and borrowing reforms
 "New Closing auction session here to stay, says Sebi chairman Pandey")
Sebi launches portals to strengthen cybersecurity incident reporting
The Incident Reporting Portal will streamline cybersecurity incident reporting, while the Cyber Suraksha Portal will serve as a central hub for information sharing
 "Sebi launches portals to strengthen cybersecurity incident reporting")
Stock Market Close: Sensex falls 281 pts, Nifty settles at 24,288; Nifty IT declines nearly 2%
Sensex Today | Stock Market Highlights, Monday: In the broader markets, the Nifty MidCap and the Nifty SmallCap ended 0.05 per cent and 0.36 per cent higher, respectively
 "Stock Market Close: Sensex falls 281 pts, Nifty settles at 24,288; Nifty IT declines nearly 2%")
Rubicon Research zooms 166% in CY2026; hits new high post Q1 results
Rubicon's share price hit a new high of ₹1,800 soaring 11 per cent on the BSE in Monday's intra-day deals amid heavy volume after reporting healthy earnings for Q1FY27.
 "Rubicon Research zooms 166% in CY2026; hits new high post Q1 results")
Equirus' $20trn economy roadmap: List railways, cut TDS, end STT & more
Equirus Securities in its report 'India's Road to a $20 Trillion Economy' has proposed a 20-point reform agenda across five areas.
 "Equirus' $20trn economy roadmap: List railways, cut TDS, end STT & more")
$115/bbl: CareEdge pegs oil level seen turning OMCs' operating profit red
The ratings agency estimates that an integrated OMC's operating profit would turn negative at around $115 a barrel, assuming no further increase in petrol and diesel retail prices.
 "$115/bbl: CareEdge pegs oil level seen turning OMCs' operating profit red")
Mukul Agrawal portfolio stock PTC Industries soars 8% on strong Q1 results
PTC Industries reported a 465% YoY surge in PAT at ₹29.20 crore, backed by 97% increase in revenue from operations to ₹192 crore in Q1FY27.
 "Mukul Agrawal portfolio stock PTC Industries soars 8% on strong Q1 results")
Solid debut! Molbio Diagnostics shares list at 21% premium over IPO price
The listing beat expectations as signalled by the grey market premium (GMP). Ahead of its debut today, Molbio Diagnostics IPO GMP was ₹120, suggesting 15 per cent listing pop.
 "Solid debut! Molbio Diagnostics shares list at 21% premium over IPO price")
ITC share price slips 2%, hits 52-week low; what's making Street nervous?
Retail individual shareholders increased their holdings in ITC for the sixth straight quarter to 13.94% as of June 2026, data shows.
 "ITC share price slips 2%, hits 52-week low; what's making Street nervous?")
'India has been competing for FII flows since 12 mths, but has been losing'
For FII flows to accelerate - lower crude oil prices, rupee stability and two consecutive quarters of earnings delivery without downgrades seem must, says Jignesh Desai of Centrum Broking.
 "'India has been competing for FII flows since 12 mths, but has been losing'")
Ashish Kacholia-owned Zaggle hits 20% lower circuit as Q1 profit dips 33%
Fintech firm Zaggle reported a 32.9 per cent decline in consolidated net profit to ₹17.53 crore for the first quarter ended June 30, 2026.
 "Ashish Kacholia-owned Zaggle hits 20% lower circuit as Q1 profit dips 33%")
Lupin, PFC, Godrej Consumer: Oversold stocks on charts; analyst take here
Sudeep Shah, Technical Research Analyst at SBI Securities, expects the bearish trend to continue in technically oversold stocks - Lupin, Godrej Consumer and PFC-and flags key hurdles to watch out for.