Market Morning Notes For 8th August 2025

Market Commentary

Global markets – US indices closed mixed on Thursday over weaker than expected earning and potential tariff effect on inflation. Dow Jones closed red by 0.5 pct. While Nasdaq closed higher by 0.3 pct.

Commodities – Gold prices fell and currently stood at USD 3,387 over profit booking. On the other hand, oil prices stood at USD 66.40/bbl.

Asian markets – Asian markets trading mixed in the early morning trade. Hang Seng trading down by 0.6 pct. While Nikkei trading green by 2.2 pct.

Indian Indices – India’s equity benchmarks are likely to open red as GIFT Nifty indicates. Benchmark Indices closed positive on Thursday as hopes of US-Russia talks arrest tariff-led slide.

Result Today – Tata Motors, SBIN, Voltas, AWHCL

  Stocks to watch

Positive Read through

• Titan – Posted Q1 above estimates, watches business EBIT margin at 22.60 pct vs 11.30 pct YoY.
• Cummins India – Q1 above estimates, margin at highest level since Q4FY24.
• Zydus Life – Receives NOC from Health Canada for ZDS-Varenicline tablets.
• Kalpataru Projects – EBITDA grew 39 pct, margin at 8.50 pct vs 8.30 pct YoY.
• Kalyan Jewellers – EBITDA rose 38 pct, sales increased 31.50 pct YoY.
• Apollo Tyres – Q1 earnings in-line to a slight beat, APMEA sales up 2 pct YoY.
• Ramco Cements – EBITDA rose 24.50 pct, margin at 19 pct vs 15.30 pct YoY.
• Subros – EBITDA up 6 pct, sales increased 8.50 pct YoY.
• Linde India – EBITDA up 7 pct, margin at 34.50 pct vs 28 pct YoY.
• VMM, Swiggy, Waaree Energies & Hitachi Energy – Included in MSCI India Index.
• Global Health – Sales grew 20 pct, margin at 22 pct vs 21.60 pct YoY.
• BSE LTD – Sales, EBITDA in-line with estimates, EBITDA up 29 pct QoQ.
• KRBL – EBITDA jumped 64 pct, margin at 12 pct vs 10 pct YoY.
• Metropolis – EBITDA up 15 pct, sales grew 23 pct YoY.

Negative Read through

• Crompton – EBITDA dropped 18 pct, margin at 10 pct vs 11 pct YoY.
• Crompton – EBITDA dropped 18 pct, margin at 10 pct vs 11 pct YoY.
• Airtel – Promoter entity likely to sell 0.8 pct equity via block deal, floor price at 3 pct discount to CMP.
• Indigo Paints – EBITDA fell 6.50 pct, margin at 14.50 pct vs 15.30 pct YoY.
• Biocon – Q1 slight missed from estimates, margin at 19 pct vs 24 pct QoQ.
• Godrej Cons – EBITDA below estimates, H2 likely to see return to normalised margin.
• Signature Global – Q1 collections fell 23 pct, sales declined 15.4 pct YoY.
• Schneider Elec – EBITDA fell 15 pct, margin at 11 pct vs 14 pct YoY.
• SUN TV – EBITDA down 13.80 pct, margin at 48 pct vs 54.70 pct YoY.
• Data Patterns – EBITDA tumbled 14 pct, margin at 32 pct vs 35.50 pct YoY.
• Greenlam – EBITDA fell 14 pct, margin at 13 pct vs 16 pct YoY.
• NLC India – EBITDA dropped 14 pct, margin at 24.40 pct vs 32 pct YoY.

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