Nilesh Shah, Founder, Envision Capital On CNBC-TV18

• New-Age Cos That Have Created Platforms Are Showing Sustained Growth
• Relevance & Dominance Of New-Age Cos Are Now Playing Out
• Own Eternal, Nykaa, Groww, Lenskart & CarTrade
• Companies Beyond Pure Digital Platforms Are Also Performing Well
• Eternal Showed Blinkit’s Breakeven Last Year Was Not A One-Off
• Eternal Improving On Margin Front, Despite Rising Crude Prices & Shut Down Of Restaurants
• New IPOs Like INDO-MIM, In Auto Ancs, Stand Out On Strong Pre-IPO Performance, Sustainability Is Key
• Underlying Business Performance Matters More
• Paytm’s Core Strength Lies In Biz Opportunity It Addresses, Uncertain Over Impact Of MDR

EMS cos buzzing in trade, Elec components mfg scheme beneficiaries rise up to 2%

Oberoi Realty sees profit booking after yesterday’s surge, down over 2%

• Shares of INDO-MIM Ltd witnessed strong buying pressure in the morning trade today,
• The stock jumped over 9.4% driven by robust Q1 financial results
• The stock opened at ₹910.00 against its previous close of ₹866.15.
• During the morning session, it touched an intraday high of ₹952.75
• Stock has gained 9.48% (+₹82.15) from the previous close of ₹866.15.
• Shares have gained ~35.4% over the past month (30 days) following its July listing.
• Shares are trading 0.47% below the 52-week high of ₹952.75.
• Shares are trading 35.47% above the 52-week low of ₹700.00.
• Morning trading volume stands at 45.30 lakh shares
• The stock has closed in green in 7 out of the last 10 trading sessions.
• one of the biggest single day gains of 2026

INDO-MIM becomes the stock of the day with over 8% surge on strong Q1 results

• Jio’s Announcement Cannot Be Considered A Hike, As It Is Merely An Option For Subscribers
• 10-12% Tariff Hike Expected In The Telecom Space In The Next 3-6 Months
• A Substantial Hike Is Not Required To Increase ARPU, A 10-12% Hike Should Be Enough
• Vodafone Requires A Debt Raise To Improve Their Net Worth
• Vodafone Idea Is Seeing Operational Improvement And Is On The Right Path

Groww Large Trade | 7.52 Cr Shares (1.2% Eq) Change Hands Via Block Deal

India’s capital markets are experiencing a significant transformation. For many years, Foreign Institutional Investors (FIIs) played a pivotal role in influencing market sentiment, as their investments often led to rallies, while their withdrawals frequently caused corrections. However, a new source of market resilience is now emerging from within.

Read More on CNBC-TV18 Access

The shares of Ethos have surged over 7% intraday, making it one of the top gainers on Nifty Smallcap index.

Market opens lower, Nifty below 24,250

Rupee Check | Rupee Opens At 95.66/$ Vs Monday’s Close Of 95.60/$

Paytm Large Trade | 1.92 Cr Shares (3% Eq) Worth ₹2,950 Cr Change Hands At `1,535/Sh In Block Deal Window

• Haryana’s DTCP Rejects AIPL’s Petition Seeking License Cancellations
• Oberoi Realty’s Developer Licence No. 69 Of 2025 & Developer Change Remain Fully Intact
• High Court’s Temporary Restriction On Fresh Allotments & Third-Party Rights Is No Longer Operative

Here’s a list of stocks that are in focus going into trade today

Here’s how the global market cues are placed this morning

Here’s how the global market cues are placed this morning

Here’s how the global market cues are placed this morning

• Initiate Buy Call, Target Price At `175/Sh
• India’s Only Scaled Pure-play Value-added Dairy Company
• Portfolio Spans 20+ Categories With No Liquid Milk Exposure
• Leading Positions In Packaged Paneer, Cheese And Yogurt
• Farm-to-Shelf Network Covers 74,654 Farmers And Over 3.75 Lakh Retail Touchpoints
• Revenue Grew At 31.3% CAGR Over FY24-26 To `3,140 Cr, Fastest Among Listed Peers

• Strong Q1 Demand Aided By Dealer Pre-Buying
• Margin Supported By Low-cost Inventory And Favourable Mix
• Q2 Likely To Be Weak, Underlying Demand Trends May Emerge In Q3FY27
• Price Roll-backs Remain A Key Risk
• Reiterate ‘Hold’ Call On Asian Paints And Berger Paints

• Buy Call, Target Price Raised To `840/Sh
• Q1 EBITDA In-line, Led By 19% YoY Growth In Higher-margin CDMO Business
• CDMO Growth And Operating Leverage Drove 230 bps YoY Margin Expansion
• Other Segments Remain Subdued, Domestic Formulations Expected To Improve
• Raises FY27/FY28 EPS Estimates By 5%/10% On Better API Pricing Outlook

• Buy Call, Target Price At `1,558/Sh
• Q1 Revenue Up 21% YoY, Net Profit Up 36%
• New Contract Gains Offset Flat Traffic Growth
• Q2 Traffic Down Around 6% Till Aug 10, Which May Pressure Earnings
• Growth Could Normalise In H2, Strong Balance Sheet Supports Expansion
• Find Valuations Attractive

• Upgrade Blue Star To Buy Call, Target Price At `1,780/Sh
• RAC Industry Grew Around 25% In Q1, With Volumes Up 20-22%
• Voltas Outperformed Blue Star In Q1
• Cut Estimates On Lower Margin Guidance
• Strong Order Book, Data Centre Opportunity And Margin Expansion Support Upgrade
• Blue Star Stock Down 23% YTD, Making Valuations More Attractive

• Net Profit (GU)31.6% At `240.1 Cr Vs `182.4 Cr (YoY)
• Revenue (GU)9.4% At `1,218.7 Cr Vs `1,114.1 Cr (YoY)
• EBITDA (GU)24.4% At `406.5 Cr Vs `326.7 Cr (YoY)
• Margin At 33.4% Vs 29.3% (YoY)

• Sell Call, Target Price At `2,000/Sh
• Growth Expected To Be Balanced Across Volumes, Pricing And Mix
• Premium Segment Growing Around 6x Faster Than The Overall Category
• Higher Brand Investments Likely To Keep Earnings Growth Below Revenue Growth
• Sees Trade-off Between Growth Acceleration And Margin Protection

• Buy Call, Target Price At `2,650/Sh
• Premiumisation Remains Key Focus Across Portfolio And Channels
• Higher Investments Underway To Support Premiumisation
• Revenue Growth Expected To Accelerate On Volumes, Premiumisation And Pricing
• Margin Likely To Remain Range-bound As Growth Remains The Priority

• Hold Call, Target Price At `2,024/Sh
• High Gross Margin Expected To Sustain, Supporting Higher Advertising Spend
• 60% Of Ad Spending Is Digital, Driving Faster Premium Sales
• Higher Ad Spending May Need To Be Sustained Amid Easier Market Access
• Raises Growth And Gross Margin Assumptions, Cuts FY27-28 EPS On Higher Ad Spend

• Hold Call, Target Price At `2,140/Sh
• Premiumisation And Higher Usage Frequency Remain Key Growth Drivers
• Revenue Growth Expected To Outpace Profitability Amid Higher Marketing Spend
• Premiumisation Push Encouraging, But Growth Outlook Remains Similar

• Buy Call, Target Price At `280/Sh
• Q1 EBITDA Up 5% YoY, 4% Above Estimates, PAT Up 9%, 6% Below Estimates
• Strong New Order Traction In Autos, Expanding Into Renewables And Aerospace
• Cuts FY27 EPS Estimates By 3%
• Expects 21% EBITDA & 25% EPS CAGR Over FY26-29

• Buy Call, Target Price At ₹270/Sh
• Key Customers Growing Slower Than Industry, Weighing On Revenue Growth
• Recent OEM Wins Expected To Aid Recovery From Q3
• Focus Remains On Revenue Or Technology-accretive Acquisitions
• New Order Wins And Acquisitions Should Sustain Growth Momentum

TRADE SET UP

• Brent Oil jumps to $91 !
• Iran seized a UAE owned oil tanker in the Strait of Hormuz
• Iran said it has shifted its policy from defensive to a ‘fully offensive’ one
• Trump told Fox he’s in no hurry to end the war with Iran
• Trump said Iran should ‘put up the white flag of surrender’
• U.S. equities lower; S&P 500 -0.5%
• US 30y yields +4.7 bps at 5.306%, highest since June 2007
• Stronger US data (Empire mfg) & heavy corp issuance
• Nifty support at 24,300, resistance at 24,400 & then 24,460