Latest Stock Market News

Tac Infosec shares surged following its U.S. subsidiary, CyberScope s, announcement of a planned Nasdaq IPO, a first for an India-listed cybersecurity firm. Veteran investor Vijay Kedia, holding a significant 14.6% stake, has seen his investment appreciate. The stock s performance shows short-term strength but longer-term weakness, with mixed technical indicators.

The National Housing Bank is intensifying its scrutiny of housing finance companies due to breaches in loan-to-value regulations, particularly for high-value home loans exceeding ₹75 lakh. Lenders are found to be disbursing loans up to 90% LTV, violating the stipulated 75% cap.

Housing finance companies face challenges. Public sector banks aggressively price mortgage rates. This squeezes HFC margins. Loan disbursals grow, but AUM doesn t keep pace. Borrowers are shifting loans. Bajaj Housing Finance saw a profit decline. LIC Housing Finance also feels the rate war. Competition is intense, impacting even large players. Margin pressure is expected to continue for a while.

CreditAccess Grameen s stock has surged following the appointment of a new CEO and strategic initiatives. The company is addressing asset quality concerns through accelerated write-offs, expecting normalization by the December quarter. Expansion plans include opening 200 branches, with a focus on retail financing to drive future growth and profitability, anticipating improved credit growth in the fiscal year s second half.

Largest Indian pharma M&A in final lap; PE firm GTCR only other contender. A portfolio company of Advent International, Zentiva will significantly boost Aurobindo’s European footprint.

The Indian rupee surged to its highest level in August, surpassing 87 against the dollar, fueled by optimism surrounding indirect-tax reforms and a significant drop in crude oil prices. A sovereign ratings upgrade, the first since the global financial crisis, further bolstered the rupee, closing at 86.9550/$. Positive sentiment was driven by growth-oriented policies and renewed foreign fund buying.

Sebi may ease IPO rules for mega companies. This could help Reliance Jio s stock market debut. New rules could lower the required share float. Citi believes this reduces market supply concerns. Jio may only need a 2.5% float. Reliance s annual meeting is on August 29. Investors await Jio listing updates. The move aims to prevent market flooding and price drops.

In 2025, sector-specific and thematic investments outperformed benchmark indices like Sensex and Nifty, which saw gains of 4.5% and 5.6% respectively. Several NSE indices, including Defence, Capital Markets, Auto, Bank, Metal, and India Consumption, surged between 7% and 19%. While most indices showed a mix of performers, the Nifty IT index lagged, contrasting with the Nifty Bank index s strong performance.

Private credit investments in India surged 53% to $9 billion in the first half of 2025, driven by Porteast Investments record $3.1-billion deal. Adani Group, GMR Infra, and Manipal Group also raised significant funds. Private credit is gaining momentum as public sector banks and NBFCs reduce large exposures, filling funding gaps in infrastructure and real estate.

Indian Oil and Air India partnered for sustainable aviation fuel supply. Ramco Cements plans to expand production capacity by 2026. Nalco focuses on UK trade amid US tariff changes. Ultratech Cement aims to cross 200 MTPA capacity by fiscal end. Lloyds Metal successfully bid for the Tandsi coking coal mine. These developments keep the respective company stocks in focus.