Indian Stock Market Live Update: Nifty Surges, IT Sector Shines, Key Corporate Actions
- THE MAG POST
- Aug 25
- 15 min read
The Indian stock market commenced the monthly expiry week with a strong uptrend, as the Nifty index surged approximately 60 points, nearing the 24,950 mark. This positive momentum was complemented by a vibrant performance in the mid-cap and small-cap segments, although the Bank Nifty experienced some consolidation. Favorable global cues provided a significant tailwind, particularly for the IT sector, which saw its index climb nearly 3.5%, driven by leading companies like Wipro and Infosys. Meanwhile, corporate announcements also captured investor attention, with TVS Motor reaching record highs on robust quarterly results and Gillette India declaring a substantial final dividend.
Market Momentum: Navigating Today's Trading Landscape
The Indian stock market kicked off the monthly expiry week with a robust surge, signaling positive investor sentiment. The Nifty index climbed approximately 60 points, inching closer to the 24,950 mark, indicating a strong upward trajectory. While the Bank Nifty experienced some consolidation, the broader market, particularly mid-cap and small-cap segments, displayed remarkable vibrancy. The INDIA VIX, a key indicator of market volatility, saw a modest increase of 4%, suggesting a cautious yet optimistic outlook. Favorable global cues provided a significant boost to the IT sector, with the IT index registering a substantial gain of nearly 3.5%, driven by strong performances from major players like Wipro, Infosys, and HCLTech.
Key Corporate Announcements and Stock Performance
TVS Motor Achieves Record Highs on Strong Financials
TVS Motor Company's stock soared to unprecedented heights, reaching a record high of ₹3,315.25 on the BSE during early trading. This remarkable ascent is directly attributable to the company's stellar quarterly financial results, which highlighted a consistent upward trend in both revenue and net profit over recent periods. For the quarter ending June 2025, TVS Motor reported a revenue of ₹12,210.05 crore, a notable increase from the ₹10,406.86 crore recorded in the same period last year. Furthermore, the net profit for the June 2025 quarter stood at ₹653.78 crore, a significant improvement from ₹502.85 crore in the corresponding quarter of the previous year, underscoring the company's operational efficiency and market strength.
The sustained growth in financial performance reflects TVS Motor's strategic initiatives and its ability to navigate the competitive automotive landscape effectively. Investors have responded positively to the company's commitment to innovation and market expansion, which are clearly reflected in these robust figures. The company's proactive approach to product development and market penetration continues to be a key driver of its stock value, positioning it favorably for future growth and solidifying its reputation as a market leader.
Studio LSD IPO Lists at a Steep Discount
Studio LSD encountered a challenging market debut, with its shares listing on the NSE SME platform at a considerable discount. Despite the IPO receiving oversubscribed bids, primarily driven by retail investors, the stock opened at ₹43.20, a significant 20% drop from its issue price of ₹54. This resulted in immediate losses for investors who participated in the initial offering, as their capital depreciated on the listing day. The downward trend continued post-listing, further exacerbating the financial setback for these early investors.
The poor listing performance of Studio LSD raises questions about the valuation and market reception of its initial public offering. While retail investor interest was evident during the subscription phase, the subsequent market performance suggests a disconnect between the IPO pricing and the prevailing market sentiment or the company's perceived future prospects. This scenario serves as a cautionary tale for potential investors, emphasizing the importance of thorough due diligence and understanding market dynamics before committing capital to new listings, especially on SME platforms.
Defence Sector Boosted by Project-75 India Approval
Naval Indigenization Drives Growth for MDL and HAL
The defense sector witnessed a notable surge in activity, with companies like Mazagon Dock Shipbuilders Limited (MDL) and Hindustan Aeronautics Limited (HAL) experiencing significant upward momentum. The government's approval of 'Project-75 India,' a multi-billion dollar initiative aimed at bolstering naval capabilities, has injected considerable optimism into these defense majors. MDL's stock climbed by over 2%, reflecting the anticipated benefits from this substantial project, which is expected to enhance the indigenous shipbuilding capacity of the Indian Navy.
Concurrently, HAL also experienced a positive market reaction, driven by the navy's plans to procure 76 helicopters. This significant order is poised to bolster HAL's order book and contribute positively to its financial performance in the coming quarters. The government's focus on indigenous defense manufacturing, as exemplified by these projects, not only strengthens national security but also provides a significant growth impetus for companies like MDL and HAL, positioning them as key players in India's defense industrial ecosystem.
Real Estate Sector Shines with Godrej Properties' Stellar Sales
Godrej Properties Sells Over ₹1,000 Crore in Hyderabad Project
Godrej Properties has reported a remarkable sales achievement, selling over ₹1,000 crore in inventory at its Godrej Regal Pavilion project in Hyderabad's Rajendranagar. This successful launch marks GPL's second project in Hyderabad to surpass the ₹1,000 crore sales milestone within its launch phase this year, underscoring the strong demand and successful execution capabilities of the company in the burgeoning real estate market of South India.
The Godrej Regal Pavilion project, slated for launch in August 2025, is a significant undertaking for GPL, with a development potential of approximately 4.14 million square feet and an estimated revenue potential of around ₹3,600 crore. This achievement highlights the company's strategic approach to identifying and capitalizing on high-growth urban markets, coupled with its reputation for delivering quality residential spaces that resonate with discerning homebuyers, further solidifying its position in the competitive real estate sector.
Dividend Announcements and Corporate Actions
Premco Global Announces Final Dividend, Ex-Dividend Date Set
Premco Global has declared a final dividend of ₹2 per share, with the ex-dividend date scheduled for August 26, 2025. This announcement, made on May 15, 2025, comes as the company's stock traded at ₹448.85, reflecting a marginal increase of 0.77% from its previous closing price. The company's recent financial performance has shown fluctuations, with revenue for the quarter ending June 2025 reported at ₹29.68 crore and net profit at ₹3.62 crore, compared to ₹27.21 crore revenue and ₹2.99 crore net profit in the same quarter of the prior year.
The dividend payout underscores Premco Global's commitment to shareholder returns, even amidst fluctuating financial results. While the revenue and profit figures indicate a dynamic performance, the consistent declaration of dividends demonstrates a stable policy towards rewarding investors. This move is likely to be viewed positively by shareholders, reinforcing confidence in the company's financial management and its ability to generate value, despite the inherent volatility in its quarterly earnings.
Gillette India Declares Final Dividend of ₹47 Per Share
Gillette India has announced a final dividend of ₹47 per share, with the ex-dividend date set for August 26, 2025. The company's share price was trading at ₹10,395, showing a slight dip of 0.27% from its previous close. With a market capitalization of ₹33,872.33 crore, this dividend declaration is a significant event for its shareholders, signaling the company's robust financial health and its policy of returning value to its investors. This final dividend payout reflects Gillette India's consistent performance and its commitment to enhancing shareholder wealth.
The declaration of a substantial final dividend by Gillette India underscores its strong financial footing and effective business strategies. Despite minor fluctuations in its daily stock price, the company's consistent dividend payouts demonstrate a reliable approach to shareholder remuneration. This consistent return of capital, coupled with its established market presence, continues to make Gillette India an attractive proposition for investors seeking stability and steady returns within the consumer goods sector, reinforcing its long-term investment appeal.
Market Analysis and Expert Opinions
Nifty's Technical Outlook: Support and Resistance Levels
Technical analyst Nandiish Shah from HDFC Securities suggests that the Nifty has formed a 'shooting star' pattern, a potential indicator of caution and a possible reversal. Key support levels are identified at the 50-day Exponential Moving Average (DEMA) at 24,841 and a broader zone between 24,673-24,852. The immediate resistance is placed at 25,153. Traders are advised to monitor these levels closely to gauge the market's immediate direction and potential trading opportunities.
The analysis highlights the importance of the 24,800-24,850 range, which encompasses the 10, 20, and 50-day DEMAs, as a critical support zone. A break below this level could signal further downside towards 24,650-24,700. Conversely, sustaining above 25,000 and particularly breaking above 25,150 could reignite bullish momentum. The strategy suggests waiting for an initial 15-30 minute consolidation to confirm the sustainability of any intraday gap-ups before initiating long positions, while shorting opportunities may arise if the 24,950 level fails, with a stop-loss at 25,000.
Bank Nifty at a Crucial Juncture: Trading Strategy Advised
The Bank Nifty is currently positioned at a critical 'make or break' level, with its 100-day DEMA situated at 55,050. Historically, this level has provided significant support, as seen in previous trading sessions. The immediate resistance zone is identified between 55,500 and 55,800, which encompasses the 10, 20, and 50-day DEMAs. Given the precarious positioning, traders are advised to exercise caution and potentially avoid active trading in the Bank Nifty until a clearer directional bias emerges.
The current technical setup for the Bank Nifty suggests a period of consolidation or potential volatility. The confluence of key moving averages acting as resistance above the current price indicates a challenging path for any immediate upward movement. Therefore, a strategy of waiting for a decisive breakout or breakdown from this consolidation phase would be prudent. Observing how the index reacts around the 55,050 support level will be crucial in determining the next significant price action.
Geojit Investments: Market Volatility Expected Amidst Global Cues
Anand James, from Geojit Investments Limited, notes that the market's recent rally has paused near the significant resistance level of 25,153. He points out that directional indicators are not yet signaling a strong bullish trend, suggesting that market volatility is likely to persist. However, he also observes no immediate signs of a substantial downturn. Currently, immediate support for the Nifty is seen in the range of 25,033-24,977, indicating a potential zone for short-term buying interest.
James's analysis emphasizes the nuanced market environment, where upward momentum is facing resistance, but a significant correction is not imminent. The presence of support levels in the 24,977-25,033 band provides a buffer against immediate declines. Investors should remain vigilant, paying close attention to global economic indicators and policy announcements, which are likely to influence market sentiment and direction in the short to medium term. The current phase suggests a need for selective investing and risk management.
HDFC Securities: Weak Short-Term Trend for Nifty
Nagraj Shetty of HDFC Securities observes that after consolidating near the 25,200 resistance level on Thursday, the Nifty experienced a significant profit-booking session on Friday, closing 213 points lower. The market opened weakly and declined further in the early to mid-session, with attempts to recover in the mid-session proving unsuccessful. A long bearish candle was formed on the daily chart, indicating a weakening short-term trend.
Shetty anticipates that the Nifty might find support around the August 18th upside gap area, which falls between 24,800-24,700, in the coming week. A sustained move above 25,150 could potentially reignite bullish momentum. This outlook suggests that while short-term sentiment is bearish, there are key support levels that could provide a floor for the market, offering potential buying opportunities for the medium term if the index shows signs of stabilization and recovery.
Global Market Influences and Fed Policy
Powell's Jackson Hole Remarks Signal Potential Rate Cuts
Federal Reserve Chairman Jerome Powell's recent statements at Jackson Hole have ignited optimism in global markets by hinting at potential interest rate cuts. Powell indicated that the risk of job losses has increased, driven by a simultaneous decline in both labor supply and demand. He also highlighted the visible impact of tariffs on consumer prices, suggesting that these increases could have a prolonged effect on inflation. While the base case assumes a short-term impact of tariffs on prices, the possibility of rate adjustments remains a key focus for market participants.
The market is interpreting Powell's remarks as a dovish signal, anticipating a shift in monetary policy that could stimulate economic activity. The acknowledgment of potential job market risks and the nuanced discussion on inflation suggest a careful approach by the Fed. Investors are closely watching for further clarity on the timing and magnitude of any potential rate cuts, which could significantly influence investment strategies and market direction across various asset classes globally.
Global Markets Rally on Dovish Fed Signals
The global markets experienced a significant uplift, buoyed by Federal Reserve Chairman Jerome Powell's indications of potential interest rate cuts in the near future. This dovish sentiment translated into a strong performance across major global indices. The GIFT Nifty showed a considerable gain of approximately 100 points, reflecting positive sentiment from Asian markets as well. Friday's trading session on Wall Street saw a robust rally, with the Nasdaq Composite jumping nearly 400 points and the Dow Jones Industrial Average surging by over 800 points, signaling strong investor confidence.
This positive momentum is expected to carry over into the current trading session, with Asian markets also trading higher. The Dow Jones Industrial Average surpassed its previous record high, closing at 45,631.74, up 1.9%. The S&P 500 and Nasdaq Composite also recorded substantial gains, rising 1.5% and 1.9% respectively. This widespread optimism suggests that the market is anticipating a more accommodative monetary policy, which could fuel further economic growth and corporate earnings.
Asian Markets Exhibit Strength Amidst Global Optimism
Asian markets are currently trading with a positive bias, mirroring the optimism generated by global cues. The GIFT Nifty is showing a gain of 74.50 points, indicating a strong start for Indian markets. Major Asian indices like the Nikkei in Japan are trading higher, up around 0.51% at 42,849.00. The Straits Times index in Singapore also shows a marginal gain of 0.07%. Taiwan's market is a standout performer, surging by 2.29% to trade at 24,307.89.
South Korea's Kospi is also trading with a positive sentiment, up 0.97%, while China's Shanghai Composite is up 0.98% at 3,863.30. This broad-based strength across Asian markets suggests that the positive sentiment stemming from the US Federal Reserve's commentary is having a widespread impact, boosting investor confidence and encouraging buying activity across various economies in the region.
Regulatory and Index Updates
GST Council Meeting Scheduled for September 3-4
The Goods and Services Tax (GST) Council is scheduled to convene on September 3rd and 4th in New Delhi. Discussions are anticipated to focus on potential reductions in GST rates ahead of the festive season, with particular attention on rationalizing the existing two-slab structure. This meeting holds significant importance for businesses and consumers alike, as any changes in GST rates could impact pricing and overall consumption patterns.
The prospect of GST rate cuts, especially before Diwali, signals a potential move by the government to stimulate economic activity and provide relief to consumers. The focus on rationalizing the GST structure could lead to a more streamlined tax system, potentially reducing compliance burdens and enhancing efficiency. Market participants will be closely watching the outcomes of this crucial meeting for insights into the government's fiscal policy direction and its impact on various sectors of the economy.
YES Bank Receives RBI Approval for SMBC Stake Acquisition
YES Bank has secured approval from the Reserve Bank of India (RBI) for Sumitomo Mitsui Banking Corporation (SMBC) to acquire a stake in the bank. SMBC will be permitted to acquire up to 25% of the total shareholding in YES Bank. However, it is important to note that despite this significant stake acquisition, SMBC will not be granted promoter status within the bank.
This regulatory approval marks a significant development for YES Bank, potentially bringing in strategic investment and expertise from a reputable global financial institution. The stake acquisition by SMBC is expected to strengthen YES Bank's financial position and enhance its operational capabilities. The stipulation that SMBC will not receive promoter status suggests a carefully structured partnership, ensuring that control and strategic direction remain aligned with the bank's existing governance framework while benefiting from SMBC's financial backing and market insights.
Oswal Greentech Increases Stake in Oswal Agro Mills
Oswal Greentech, an entity within the promoter group, has further strengthened its position in Oswal Agro Mills by acquiring an additional 4.99% stake at a rate of ₹76 per share. This strategic move involves the purchase of 66.99 lakh shares. Concurrently, investor Tushar Holdings divested its entire holding of 33,28,218 shares at the same price, exiting its position in Oswal Agro Mills. Another investor, Alliance Techno Projects, also sold 33,70,782 shares at the identical rate.
As of June 2025, Alliance Techno held a 6.48% stake (86,99,471 shares) in the company. The stock has recently traded significantly below its 52-week high of ₹110.69 (achieved on June 16, 2025) and above its 52-week low of ₹58.00 (recorded on March 3, 2025). Currently, it is trading 28.46% below its yearly peak and 36.53% above its yearly trough, indicating a volatile trading range influenced by these significant shareholding adjustments.
Market Strategy and Outlook
Nifty Strategy: Key Levels for Today's Trading
The Nifty faces its first resistance at the 24,950-25,050 range, often referred to as the 'option zone,' with a more significant resistance barrier located at 25,050-25,150, representing recent highs. The primary and most crucial support level is situated at 24,800-24,850, which aligns with the 10, 20, and 50-day DEMAs. Any move below 24,800 could lead to a decline towards the 24,650-24,700 support zone, with no substantial support expected between these levels.
The recommended strategy for today involves observing the market's behavior during the initial 15-30 minutes to ascertain whether the opening gap-up holds. If the gap sustains, traders might consider initiating long positions with a stop-loss placed at Friday's low. Conversely, if the 24,950 level falters, a shorting opportunity may arise, with a stop-loss positioned at 25,000. This approach emphasizes capitalizing on confirmed trends while managing risk effectively.
Nifty Bank Strategy: Navigating the Make-or-Break Zone
The Nifty Bank is at a critical juncture, often described as a 'make or break' zone. Its 100-day DEMA is positioned at 55,050, a level that has historically provided crucial support. The immediate resistance zone is observed between 55,500 and 55,800, encompassing the 10, 20, and 50-day DEMAs. Given this technical setup, it is advisable for traders to refrain from actively trading the Nifty Bank until a clearer directional signal emerges.
The current positioning of the Nifty Bank suggests heightened volatility and uncertainty. The cluster of moving averages above the current price indicates potential selling pressure if the index attempts to move higher. Therefore, a patient approach, waiting for a decisive breakout above the resistance or a breakdown below the support, is recommended. This strategy aims to avoid premature entries and capitalize on more defined market movements.
Dr. V.K. Vijayakumar's Market Insights
Dr. V.K. Vijayakumar of Geojit Investments Limited notes that market sentiment has been impacted by the potential adverse effects of tariffs imposed by the Trump administration, which has tempered the rally seen over the past six days. He warns that if the proposed 25% punitive tariffs are implemented in August, India's economic growth could face negative repercussions. This suggests a cautious outlook, emphasizing the sensitivity of the market to geopolitical and trade-related developments.
Dr. Vijayakumar's commentary highlights the interconnectedness of global trade policies and domestic market performance. The potential imposition of tariffs represents a significant risk factor that could disrupt economic stability and dampen investor confidence. His analysis underscores the importance of monitoring international trade relations and their potential impact on economic growth, advising investors to adopt a prudent approach in light of these uncertainties.
Key Takeaways for Today's Trading
Market Signals and Sectoral Performance
The market sentiment is currently buoyed by positive global cues, particularly Federal Reserve Chairman Jerome Powell's hints at potential interest rate cuts. This has injected optimism into global markets, with GIFT Nifty showing a gain of approximately 100 points and Asian markets trading robustly. Friday saw a significant rally in US indices, with the Nasdaq and Dow Jones Industrial Average posting gains of nearly 2% and 1.9% respectively. This positive sentiment is expected to influence today's trading session, with the IT sector expected to continue its strong performance, having already gained nearly 3.5%.
The IT sector's outperformance is a direct result of favorable global conditions and strong domestic demand for IT services. Meanwhile, other sectors like defense are also showing strength, driven by government initiatives like 'Project-75 India.' Real estate continues to exhibit resilience, as seen in Godrej Properties' exceptional sales figures. These sectoral movements provide varied opportunities for investors, highlighting the diverse performance drivers within the Indian stock market.
Nifty and Bank Nifty: Strategic Levels to Watch
For the Nifty, key resistance levels are identified at 24,950-25,050 and 25,050-25,150. Crucial support lies at 24,800-24,850. Traders are advised to observe the initial market movements to confirm the sustainability of any gap-ups. A break above 25,150 could signal further upside, while failure at 24,950 might present a shorting opportunity. The Bank Nifty remains at a critical juncture, with resistance at 55,500-55,800 and support at 55,050, suggesting a cautious approach is warranted.
The strategic levels provided offer a clear framework for navigating today's trading sessions. By closely monitoring these support and resistance zones, traders can make informed decisions, manage risk effectively, and potentially capitalize on short-term market movements. The Bank Nifty's indecisive trend reinforces the need for patience and confirmation before committing to positions in that segment.
Upcoming Regulatory and Index Changes
The upcoming GST Council meeting on September 3-4 in New Delhi is expected to discuss potential GST rate reductions, offering a potential boost to consumer spending ahead of the festive season. Additionally, significant changes are slated for the Nifty indices effective September 30th. INDIGO and MAX HEALTHCARE are set to be included in the Nifty 50, replacing HERO MOTO and INDUSIND BANK. Furthermore, the F&O segment will see the inclusion of eight companies, including Hexaware Technologies, Cholamandalam, MCX, and JK Cement, starting September 22nd.
These regulatory and index adjustments are crucial for market participants as they can influence trading strategies and portfolio allocations. The potential GST rate cuts could stimulate demand across various sectors, while the index rebalancing may lead to increased trading volumes in the newly added stocks. Staying informed about these changes is vital for adapting investment strategies and navigating the evolving market landscape effectively.
Company | Key Event | Impact/Outlook |
TVS Motor | Record High Stock Price | Strong quarterly results, revenue and net profit growth |
Studio LSD | IPO Listing | Listed at 20% discount, significant loss for initial investors |
Mazagon Dock Shipbuilders (MDL) | 'Project-75 India' Approval | Anticipated growth boost due to naval project |
Hindustan Aeronautics Limited (HAL) | Helicopter Procurement Plans | Strengthened by navy's plan to buy 76 helicopters |
Godrej Properties | Hyderabad Project Sales | Over ₹1,000 crore in inventory sold, strong market demand |
Premco Global | Final Dividend Announcement | ₹2 per share dividend declared, ex-dividend date Aug 26, 2025 |
Gillette India | Final Dividend Announcement | ₹47 per share dividend declared, ex-dividend date Aug 26, 2025 |
Oswal Greentech | Increased Stake in Oswal Agro Mills | Acquired 4.99% additional stake at ₹76/share |
Nifty | Technical Outlook | Resistance at 25,153, Support at 24,841; volatility expected |
Bank Nifty | Technical Outlook | At critical juncture, resistance at 55,500-55,800, support at 55,050 |
GST Council | Upcoming Meeting | Discussion on potential GST rate cuts expected Sep 3-4 |
YES Bank | RBI Approval for SMBC Stake | SMBC to acquire up to 25% stake, no promoter status |
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