BUSINESS
Derivatives traders unwind positions ahead of holiday-shortened expiry week
With a trading holiday on Wednesday and expiry of August series on Thursday, market participants are unwilling to carry aggressive bets, and instead, call writers, or those betting against an upside have turned aggressive, capping meaningful gains.
BUSINESS
Sensex tumbles 600 pts, Nifty below 24,800 as US notifies India of additional tariffs; bank, pharma, metal stocks lead decline
Laggards on the index included Tata Steel, Dr Reddy's, ICICI Bank, Bharat Electronics, and Hindalco.
BUSINESS
Jackson Hole takeaway: What does Jerome Powell’s speech mean for Indian equities?
In practical terms, the global market is now factoring in a 25 basis point cut by the Fed in September.
BUSINESS
Dalal Street braces for flood of IPO lock-in expiries worth nearly $20 billion in next 3 months
The most eye-catching event arrives in November when electric two-wheeler maker Ather Energy sees its six-month lock-in end.
BUSINESS
Ola Electric, Tata Motors, Bajaj Auto rally up to 6% as China assures addressing rare earth magnet crunch
China accounts for about 90 percent of global production and supply, and shortages have already disrupted output.
BUSINESS
Sensex leaps 1,000 points, Nifty reclaims 25,000 as auto stocks fuel rally amid GST buzz; IT, pharma weigh
HDFC Bank, ICICI Bank, Maruti Suzuki, M&M, and Hero MotoCorp were the top gainers on the Nifty.
BUSINESS
Sensex, Nifty pare gains to trade flat as banks, FMCG and realty stocks fall
Maruti Suzuki, Tech Mahindra, Hero MotoCorp, M&M, and Tata Steel were the top gainers on the Nifty.
BUSINESS
Tata Motors sees ICE margins under strain, bets on cost cuts and festive demand for recovery
Tata Motors share price: In contrast, the company said EV margins have been rising year-on-year even without battery localisation incentives, helped by significant cost cuts.
BUSINESS
Tata Motors races to secure rare earth magnet supply amid global risks
Tata Motors share price: Domestically, the company said it is covered for the next 2-3 months and it is looking at alternatives outside of China.
BUSINESS
Hero MotoCorp flags rare earth magnet shortage as industry-wide challenge, says Q2 production secured
Hero MotoCorp share price: The two-wheeler major noted that work is underway to explore long-term alternatives to mitigate the risk from rare earth magnet crunch.
BUSINESS
Hero MotoCorp to stay within 14–16% margin band; near-term at lower end, says CFO
Hero MotoCorp share price:
BUSINESS
Tata Motors Q1 Preview: Net profit to fall over 30% as JLR feels heat from Trump tariffs, weaker margins
Tata Motors share price: Investors will watch for updates on JLR’s FY26 guidance, progress on cost-control initiatives, demand and discounting trends in key markets
BUSINESS
Bajaj Auto warns of demand, supply challenges from ABS mandate on entry-level bikes
Bajaj Auto share price: While acknowledging the need for improved rider safety, the management warned that the cost implications of such a shift could weigh on consumer sentiment.
BUSINESS
Bajaj Auto halves EV output amid rare earth crunch, races to secure alternative supplies
Bajaj Auto share price: Rare earth magnets are crucial in EVs, enabling high-performance motors in compact spaces and powering critical electronics.
BUSINESS
Bajaj Auto Q1 Preview: Muted domestic sales and margin pressure to cap earnings growth
Bajaj Auto share price: "EBITDA margin will decline post being stable last year, on the back of higher raw material costs and a spike in ocean freight rates," HDFC Securities said in a preview note.
BUSINESS
Hero MotoCorp Q1 Preview: Steep volume decline to dent revenue and profitability
Hero MotoCorp share price: The company encountered production challenges in April, which disrupted output and affected dispatches.
BUSINESS
Overhaul of F&O Market: Higher entry barriers, STT rejig, stricter norms
A Moneycontrol panel of market veterans calls for structural reform in India’s F&O segment, proposing tighter access filters, income-based thresholds, and recalibrated trading norms to curb speculative excesses and protect retail investors.
BUSINESS
Markets fall for 2nd day: Sensex down 200 pts, Nifty below 24,750 as IT, metals decline
India VIX rose for a second session in a row to edge towards level 12. Despite significant negative cues, volatility stayed below the psychological 13 mark, suggesting that there is no panic or broad-based liquidation in the market.
BUSINESS
Eicher Motors cautiously optimistic on exports as Brazil, Europe show promise
Eicher Motors share price: Australia continues to perform well, while Indonesia has also shown encouraging growth. However, the company acknowledged ongoing challenges in Thailand.
BUSINESS
Maruti Suzuki races ahead in export growth even as rivals lose ground
Maruti Suzuki share price: A key enabler, the company said, has been access to Suzuki’s global distributor network, which helped expand Maruti’s footprint across nearly 100 countries.
BUSINESS
Maruti Suzuki pins festive hopes on new launches, rural recovery amid tepid start to FY26
Maruti Suzuki share price: The company has lined up two new SUV launches for the current financial year—one of them electric—which the company believes will bolster its market position.
BUSINESS
M&M sticks to SUV growth outlook, expects PLI boost to power EV margins
M&M share price: Its Q1FY26 SUV revenue market share increased to 27.3 percent from 23.5 percent from the previous quarter, the company's investor presentation showed.
BUSINESS
M&M says 'comfortably covered' on rare earth magnets for the next two quarters
M&M share price: The management added that Mahindra is covered for the current quarter and the next two, and “mostly covered” for the fourth quarter as well.
BUSINESS
Eicher Motors Q1 Preview: Revenue to rise 17% on strong volumes; margins to dip on high ad spends
Eicher Motors share price: Commentary on the outlook for international markets will be closely tracked by investors.
