The IPO wave of 2025 is here, and it's bigger than ever. From fintech unicorns to financial powerhouses and infrastructure giants, some of India's biggest names are all set to make their stock market debut. PhonePe, Zepto, Tata Capital, NSE, NSDL, and JSW Cement are just a few of the highly awaited listings that have investors and analysts buzzing with excitement.
The National Stock Exchange (NSE) has offered to pay Rs 1,388 crore to the Securities and Exchange Board of India (Sebi) to settle the colocation and dark fibre cases, potentially clearing the way for its much-awaited initial public offering (IPO). This is the biggest-ever settlement plea made with the markets regulator.
Global trends, tariff-related updates and trading activity of foreign investors would be the key drivers for the equity market movement this week, analysts said. Markets witnessed a strong rebound last week, with the benchmark indices surging over 4 per cent.
Pre-initial public offering (IPO) allotments have fallen out of favour over the past two years amidst buoyant primary markets and increasing average float sizes. In 2023, 13 firms raised a record Rs 1,074 crore through pre-IPO placements.
To shield against US President Donald Trump's tariff shock, analysts have been advising investors to focus on stocks of domestic-oriented companies, rather than export-centric ones, to minimise potential losses.
Knowledge workers and mid-career professionals in India are hopeful that artificial intelligence will positively impact their roles, even as concerns about job displacement persist, especially among younger professionals, a top official of a human capital management solutions provider has said. At a time when AI has become a critical part of an organisation's functioning, many professionals see the positive possibilities of AI.
Finance Minister Arun Jaitley said Sebi would develop new products in the commodity derivatives space apart from taking steps to deepen the corporate bond market.
According to Cricbuzz, Indian cricketers could collectively be staring at losses of around Rs 150-200 crore in endorsements.
Rising Yamuna River levels flood low-lying areas of Delhi, displacing residents and disrupting businesses. Families struggle with loss of homes and livelihoods.
'Marathwada is the suicide capital of Maharashtra.' 'To stop such man-made disasters, the government should immediately come up with a rightful package, not this charitable approach to compensation.'
Finance ministry lines up major plans to be implemented within three months.
Young investors with a higher risk appetite are better off with a combination of term insurance and equity funds.
Among Sensex firms, Maruti zoomed the most by 8.94 per cent. Bajaj Finance rallied over 5 per cent, UltraTech Cement by 3.71 per cent, and Bajaj Finserv by 3.7 per cent. Mahindra & Mahindra, Hindustan Unilever and Trent were also among the gainers. However, ITC was the biggest loser, dropping by 1.26 per cent. Eternal, Tech Mahindra and Larsen & Toubro also declined.
The IPO filing-to-approval lapsing ratio this year is the best in three years, underscoring the improvement in the IPO market's buoyancy.
'Active funds have the ability to manage downside risk.'
All the BSE sectoral indices closed in the green. BSE Realty, Auto, Capital Goods and Industrials were lead gainers, jumping up to 5 per cent. IndusInd Bank was the lead gainer among Sensex shares, surging by 6.84 per cent. Tata Motors rallied 4.50 per cent. Larsen & Toubro, Axis Bank, Adani Ports, HDFC Bank, ICICI Bank and HCL Tech were also among the gainers. ITC and Hindustan Unilever were the only laggards.
SOFs can be a diversification tool for investors seeking alternatives to conventional large, mid, or smallcap portfolios.
Sebi has barred fugitive businessman Mehul Choksi and one Rakesh Girdharlal Gajera from the capital markets for one year and levied a fine totalling Rs 2.5 crore on them for violating insider trading rules in the matter of Gitanjali Gems. In addition, they have been restrained from buying, selling or otherwise dealing in securities of Gitanjali Gems Ltd (GGL) for a period of two years. Also, the Securities and Exchange Board of India (Sebi) has directed Gajera to disgorge a sum of Rs 15.82 crore.
Apex exporters body FIEO on Tuesday expressed serious concerns over high US tariffs on Indian goods and said that textiles and apparel manufacturers in Tirupur, Noida, and Surat have halted production amid worsening cost competitiveness due to these steep duties. The US duties on Indian goods will increase to 50 per cent from August 27.
Real wealth isn't built on random bets; it's built on disciplined, guided portfolio strategies that can withstand market ups and downs, says Ramalingam Kalirajan.
'Many global investors have been overweight on dollar assets, so some diversification or hedging is naturally expected.'
GST 2.0 may cushion consumers against US tariffs, but like the 2019 corporate tax cut, it risks being another tactical fix rather than a structural growth strategy, expects Debashis Basu.
Global trends, macroeconomic announcements and US tariff developments are expected to drive stock markets in a holiday-shortened week, analysts said. Market participants will also closely track foreign investor activity, geopolitical tensions, and their impact on the US dollar and crude oil prices, they added.
IPOs worth Rs 50,000 crore including Hyundai, NTPC Green Energy and Swiggy are set to hit the market in late October or early November.
'Maintain a balanced approach with a preference for short-to medium-duration funds.'
The bilateral trade between India and China has been growing at a healthy rate, but the trade gap remains sharply tilted in Beijing's favour. India has time and again flagged its concern over the ballooning trade deficit and the non-trade barriers faced by Indian goods in the Chinese market.
Investors will be able to authenticate if the entity receiving the payment is a valid entity under the ambit of Sebi.
From the 30 Sensex pack, Mahindra & Mahindra, State Bank of India, Power Grid, Tata Steel, IndusInd Bank, Tata Motors, Larsen & Toubro, NTPC, Bajaj Finance and Reliance were among the biggest laggards.
In January, overseas investors had pumped in Rs 33,688.19 crore (Rs 336.88 billion) in Indian debt and equities.
The surge in the market price is also attributed to demand by retail and high-networth individual investors ahead of the IPO.
Adani Power will seek shareholders' approval for stock split in the ratio of 1:5 through postal ballot notice issued on August 1, 2025. According to the notice, the equity shares of the company of Rs 10 each will be sub-divided into five fully paid-up ordinary (equity) shares of the face value of Rs 2 each each, fully paid-up, ranking pari passu with each other in all respects, as per the document.
'We don't make films for profit and that's exactly why profit follows.'
Despite recent underperformance, MNC funds have delivered over longer time frames.
India's craft chocolate makers are changing the market by using local cacao, creating bold new flavours, making chocolate both a luxury and a story.
Many high-profile IPOs in India since 2021 have destroyed investor wealth due to overvaluation, weak business models, and post-listing disinterest, turning 1 lakh investments into as little as 3,500.
Larsen & Toubro's (L&T) Q1FY26 revenue and net profit came in slightly ahead of estimates. There was strong core engineering and construction (E&C) order inflows at Rs 76,600 crore, with order wins in energy and infrastructure in domestic and international markets.
Heavy rains and landslides in Himachal Pradesh have resulted in multiple fatalities and widespread disruption, including road closures and train cancellations.
The 50 per cent US tariff on Indian goods pose a downside risk to growth but the impact is expected to be short-lived for the economy, and consumption demand could see an uptick after the new goods and service tax (GST) rates are implemented which could even offset the external uncertainty, Chief Economic Advisor (CEA) V Anantha Nageswaran reckoned on Friday.
Heavy rains lashed Delhi, leading to a red alert, traffic snarls, and waterlogging. The IMD predicts continued rainfall.
Japan is expected to increase its investment target in India from the earlier 5 trillion yen ($34 billion) to almost 10 trillion yen.