Despite broader market positivity, HDFC Bank is under significant pressure due to disappointing Q1 FY27 earnings and ongoing US law firm investigations into alleged federal securities law violations, indicating underlying weakness and lack of investor confidence.
Daily Report
Daily Report - Mon, 3 Aug, 2026, 11:25 IST
Market Summary
The Indian market concluded with broad-based gains across major indices, driven by robust institutional buying from both DIIs and FIIs. Key sectors like IT, FMCG, and Financial Services significantly contributed to the rally, while market breadth remained strong. This positive sentiment, coupled with a relatively low VIX, suggests potential for continued upward momentum before the open.
Key Takeaways
- NIFTY 50 closed up 0.88% at 24598.35, with SENSEX gaining 0.83%.
- IT (+1.56%), FMCG (+1.42%), and Financial Services (+1.05%) were the leading sectors.
- Market breadth was strongly positive with 49 advances against 9 declines.
- DIIs were significant net buyers at 2260.37cr, supported by FII buying of 277.48cr.
- Top gainers included Divis Lab (+5.0%) and ITC (+2.9%).
- India VIX remained subdued at 11.975.
Top Stories & Market Intelligence
- Macro & Policy - Economic Times
RBI MPC meeting begins, 'hawkish pause' on repo rate expected amidst inflation concerns
- Global Cues - Reuters
Crude oil prices fall sharply, FIIs continue buying, boosting Indian market amidst mixed global cues
- Earnings - Moneycontrol
DLF, Bharti Airtel, ONGC, LIC, SBI, Mankind Pharma among key companies in focus for Q1 FY27 earnings
DLF, BHARTIARTL, ONGC, LIC, SBIN, MANKIND, THERMAX - Sectoral - Business Standard
Indian benchmark indices recover; Auto, Financial Services, and Media sectors lead gains
- Corporate Actions - Livemint
Britannia appoints new strategy head; several companies announce dividends; new F&O Closing Auction Session introduced
BRITANNIA, BANNARI, COFORGE, EMKAY, ICICIBANK - Stocks in Focus - Moneycontrol
Choice Broking recommends buy on New India Assurance, GAIL, Jio Financial Services, Ramkrishna Forgings, and Cholamandalam
NIACL, GAIL, JIOFIN, RKFORGE, CHOLAFIN
Street Consensus & Brokerage Radar
| Ticker | Brokerage | Action | Target | Rationale |
|---|---|---|---|---|
| NIACL | Choice Broking | buy | 190 | Recommended as a buy at ₹173, with a target of ₹190 and a stop loss of ₹165. |
| GAIL | Choice Broking | buy | 197 | Recommended as a buy at ₹181, with a target of ₹197 and a stop loss of ₹173. |
| JIOFIN | Choice Broking | buy | 280 | Recommended as a buy at ₹256, with a target of ₹280 and a stop loss of ₹245. |
| RKFORGE | Choice Broking | buy | 711 | Recommended as a buy at ₹651, with a target of ₹711 and a stop loss of ₹620. |
| CHOLAFIN | Choice Broking | buy | 2,018 | Recommended as a buy at ₹1849, with a target of ₹2018 and a stop loss of ₹1771. |
| BHARTIARTL | Choice Broking | buy | 2,060 | Recommended as a buy in Cash @ 1972, Stop Loss @ 1895, Target @ 2060. |
| M&M | HDFC Securities | accumulate | 4,087 | Maintained an 'Add' rating with a target price of Rs 4,087, implying a potential upside of approximately 24% from its last closing price of Rs 3,278. |
| BAJFINANCE | Motilal Oswal | buy | 0 | Mentioned positive views on Bajaj Finance. |
| RRKABLE | Motilal Oswal | buy | 0 | Recommended as a top stock to buy for the week starting August 3, 2026. |
| KFINTECH | Motilal Oswal | buy | 0 | Recommended as a top stock to buy for the week starting August 3, 2026. |
| WESTLIFE | Elara Securities | buy | 0 | Expressed positive sentiment on Westlife Foodworld. |
| CHALET | Elara Securities | buy | 0 | Expressed positive sentiment on Chalet Hotels. |
Corporate Actions & Calendar
| Date | Ticker | Type | Name |
|---|---|---|---|
| 2026-08-03 | AMIRCHAND | results | Amir Chand Jagdish Kumar (Exports) Limited |
| 2026-08-03 | ARTEMISMED | results | Artemis Medicare Services Limited |
| 2026-08-03 | ATHER | results | Ather Energy Limited |
| 2026-08-03 | AVADHSUGAR | results | Avadh Sugar & Energy Limited |
| 2026-08-03 | BHARATGEAR | results | Bharat Gears Limited |
| 2026-08-03 | BUTTERFLY | results | Butterfly Gandhimathi Appliances Limited |
| 2026-08-03 | CAMS | results | Computer Age Management Services Limited |
| 2026-08-03 | DLF | results | DLF Ltd. |
| 2026-08-03 | ESCORTS | results | Escorts Kubota Ltd. |
| 2026-08-03 | GESHIP | results | Great Eastern Shipping Company Ltd. |
| 2026-08-03 | GLAXO | results | GlaxoSmithKline Pharmaceuticals Ltd. |
| 2026-08-03 | GULFOILLUB | results | Gulf Oil Lubricants India Ltd. |
| 2026-08-03 | ICICIBANK | dividend | ICICI Bank Ltd. |
| 2026-08-03 | TRANSRAIL | dividend | Transrail Lighting Limited |
| 2026-08-03 | SAISILK | dividend | Sai Silks (Kalamandir) Limited |
| 2026-08-03 | KANPURPLAS | dividend | Kanpur Plastipack Limited |
| 2026-08-03 | COFORGE | dividend | Coforge Limited |
| 2026-08-03 | KAKATIYACEM | dividend | Kakatiya Cement Sugar & Industries Limited |
| 2026-08-03 | BANARISPIN | dividend | Bannari Amman Spinning Mills Limited |
| 2026-08-03 | EMKAY | dividend | Emkay Global Financial Services Limited |
| 2026-08-04 | ONGC | results | Oil and Natural Gas Corporation |
| 2026-08-04 | SUNPHARMA | results | Sun Pharmaceutical Industries |
| 2026-08-04 | BHARTIARTL | results | Bharti Airtel |
| 2026-08-04 | ALEMBICLTD | dividend | Alembic Limited |
| 2026-08-04 | PCBL | dividend | PCBL Chemical Limited |
| 2026-08-04 | ANDHRAPAP | dividend | Andhra Paper Limited |
| 2026-08-04 | CEINFO | dividend | C.E. Info Systems Limited (Mapmyindia) |
| 2026-08-04 | EMBASSY | dividend | Embassy Office Parks REIT |
| 2026-08-04 | GROBTEA | dividend | The Grob Tea Company Limited |
| 2026-08-04 | TCPLPACK | dividend | TCPL Packaging Ltd |
| 2026-08-04 | HINDRECT | dividend | Hind Rectifiers Ltd |
| 2026-08-04 | BALKRISIND | dividend | Balkrishna Industries Ltd |
| 2026-08-04 | BOSCHLTD | dividend | Bosch Ltd |
| 2026-08-04 | MYSOREPETRO | dividend | Mysore Petro Chemicals Ltd |
| 2026-08-04 | AUTOAXLES | dividend | Automotive Axles Ltd |
| 2026-08-04 | MUNJALSHOW | dividend | Munjal Showa Ltd |
| 2026-08-04 | GOODYEAR | dividend | Goodyear India Ltd |
| 2026-08-04 | ADFFOODS | dividend | ADF Foods Ltd |
| 2026-08-04 | BERGEPAINT | dividend | Berger Paints (India) Ltd |
| 2026-08-04 | ORIENTAROM | dividend | Oriental Aromatics Ltd |
| 2026-08-04 | BAYERCROP | dividend | Bayer Cropscience Ltd |
| 2026-08-04 | FERMENTA | dividend | Fermenta Biotech Ltd |
| 2026-08-04 | ANUHPHRMA | dividend | Anuh Pharma Ltd |
| 2026-08-04 | TEMBO | split | Tembo Global Industries Ltd |
| 2026-08-05 | POWERGRID | results | Power Grid Corporation of India |
| 2026-08-05 | HDFCBANK | results | HDFC Bank |
| 2026-08-05 | HEROMOTOCO | results | Hero MotoCorp |
| 2026-08-05 | HDFCBANK | agm | HDFC Bank |
| 2026-08-05 | HEROMOTOCO | agm | Hero MotoCorp |
| 2026-08-06 | TRENT | results | Trent Ltd. |
| 2026-08-06 | IPCALAB | dividend | Ipca Laboratories Ltd. |
| 2026-08-06 | GRASIM | dividend | Grasim Industries Ltd. |
| 2026-08-06 | PIIND | dividend | PI Industries Ltd. |
| 2026-08-06 | CHENNPETRO | dividend | Chennai Petroleum Corporation Ltd. |
| 2026-08-06 | JASCH | dividend | Jasch Gauging Technologies Ltd. |
| 2026-08-06 | STEELCAST | dividend | Steel Cast Ltd. |
| 2026-08-06 | BNRATHI | dividend | B N Rathi Securities Ltd. |
| 2026-08-06 | RUBICON | dividend | Rubicon Research Ltd. |
| 2026-08-06 | BDHIND | dividend | BDH Industries Ltd. |
| 2026-08-06 | JOJO | split | JOJO Ltd |
| 2026-08-06 | TOHEAL | split | Toheal Pharma |
| 2026-08-06 | SAKETHEXIM | split | Saketh Exim |
| 2026-08-07 | HINDALCO | results | Hindalco Industries |
| 2026-08-07 | SBIN | results | State Bank of India |
| 2026-08-07 | TITAN | results | Titan Company |
| 2026-08-07 | QUESS | dividend | Quess Corp Limited |
| 2026-08-10 | ZYDUSLIFE | results | Zydus Lifesciences Ltd. |
| 2026-08-10 | ESABINDIA | results | Esab India Ltd. |
| 2026-08-10 | FOSECOIND | results | Foseco India Ltd. |
| 2026-08-10 | GUJENER | results | Gujarat Energy Ltd. |
| 2026-08-10 | IFCI | results | IFCI Ltd. |
| 2026-08-10 | INSECTICID | results | Insecticides (India) Ltd. |
| 2026-08-10 | NCLRESC | results | NCL Research and Financial Services Ltd. |
| 2026-08-12 | APOLLOHOSP | results | Apollo Hospitals Enterprise |
| 2026-08-12 | GRASIM | results | Grasim Industries |
| 2026-08-12 | HCLTECH | agm | HCL Technologies |
| 2026-08-13 | RELIANCE | results | Reliance Industries |
| 2026-08-14 | SBILIFE | agm | SBI Life Insurance |
FII / DII Activity
FII Net
+277.48 cr
DII Net
+2,260.37 cr
As of 2026-07-31
Market Cues
NIFTY 50
24,598.35
+0.88%SENSEX
78,744.59
+0.83%NASDAQ
25,373.854
+1.00%GOLD
4,107
-1.29%INDIA VIX
11.975
+1.87%Market Sectors
NIFTY BANK
57,815.2
+0.96%NIFTY IT
31,188.95
+1.56%NIFTY PHARMA
26,657.5
+0.46%NIFTY AUTO
28,949.45
+0.71%NIFTY METAL
12,841.75
+0.97%NIFTY ENERGY
38,878.1
+0.38%NIFTY REALTY
905.4
+0.44%NIFTY FIN SERVICE
29,360.3
+1.05%NIFTY FMCG
49,817.9
+1.42%Top Gainers & Losers
Top Gainers
| Ticker | Name | LTP | Change |
|---|---|---|---|
| DIVISLAB | Divi's Laboratories | 8,460.00 | +5.02% |
| ITC | ITC | 289.10 | +2.88% |
| TCS | Tata Consultancy Services | 2,432.20 | +2.82% |
| INFY | Infosys | 1,160.90 | +2.73% |
| BAJAJFINSV | Bajaj Finserv | 2,083.80 | +2.70% |
Top Losers
| Ticker | Name | LTP | Change |
|---|---|---|---|
| GAIL | GAIL India | 173.17 | -4.56% |
| SUNPHARMA | Sun Pharmaceutical | 1,963.90 | -1.34% |
| BHARTIARTL | Bharti Airtel | 1,954.60 | -0.88% |
| APOLLOHOSP | Apollo Hospitals | 8,898.00 | -0.66% |
| TECHM | Tech Mahindra | 1,644.00 | -0.44% |
52-Week High & Low
Near 52-Week High
Near 52-Week Low
Market Close & Portfolio Surveillance
Session Summary
One genuine sell signal was identified for HDFC Bank due to poor earnings and ongoing investigations, while other alerts were deemed noise amidst generally positive market sentiment.
Alerts(1)
Portfolio Scan
| Ticker | Price | Change | Note |
|---|---|---|---|
ABREL ABREL | ₹1,432.1 | +0.99% | +1.0% vs prev close, vol 0.8x avg |
ACE ACE | ₹1,103.95 | +3.16% | +3.2% vs prev close, vol 1.0x avg |
AMBUJACEM AMBUJACEM | ₹444 | +2.73% | +2.7% vs prev close, vol 1.6x avg |
APOLLOHOSP APOLLOHOSP | ₹8,820 | -1.51% | -1.5% vs prev close, vol 0.5x avg |
ASTRAL ASTRAL | ₹1,435.6 | -0.90% | -0.9% vs prev close, vol 1.1x avg |
BDL BDL | ₹1,255 | +0.18% | +0.2% vs prev close, vol 0.3x avg — flags: below 50DMA support |
BHARTIARTL BHARTIARTL | ₹1,970.5 | -0.08% | -0.1% vs prev close, vol 0.7x avg |
BRIGADE BRIGADE | ₹581.25 | +0.23% | +0.2% vs prev close, vol 2.2x avg — flags: volume>2x avg |
BSOFT BSOFT | ₹321.6 | +6.35% | +6.3% vs prev close, vol 1.2x avg |
CASTROLIND CASTROLIND | ₹185.75 | +0.27% | +0.3% vs prev close, vol 1.6x avg |
CENTRALBK CENTRALBK | ₹31.47 | +1.61% | +1.6% vs prev close, vol 0.8x avg |
DALBHARAT DALBHARAT | ₹1,828.35 | +1.64% | +1.6% vs prev close, vol 0.2x avg |
DIXON DIXON | ₹13,892 | -1.12% | -1.1% vs prev close, vol 1.1x avg |
DLF DLF | ₹668.55 | +1.40% | +1.4% vs prev close, vol 0.4x avg |
FIRSTCRY FIRSTCRY | ₹214.61 | +1.11% | +1.1% vs prev close, vol 0.3x avg |
GODREJCP GODREJCP | ₹1,085.9 | +1.45% | +1.4% vs prev close, vol 1.2x avg |
HAVELLS HAVELLS | ₹1,285 | +1.93% | +1.9% vs prev close, vol 0.8x avg |
HCLTECH HCLTECH | ₹1,362.1 | +1.16% | +1.2% vs prev close, vol 0.2x avg |
HDFCBANK HDFCBANK | ₹753 | +0.65% | +0.6% vs prev close, vol 0.5x avg — flags: below 50DMA support |
HEROMOTOCO HEROMOTOCO | ₹5,422 | +0.73% | +0.7% vs prev close, vol 1.3x avg |
HINDALCO HINDALCO | ₹994.9 | +2.10% | +2.1% vs prev close, vol 1.2x avg |
HINDUNILVR HINDUNILVR | ₹2,138 | +1.75% | +1.7% vs prev close, vol 0.3x avg |
ICICIBANK ICICIBANK | ₹1,460 | +1.71% | +1.7% vs prev close, vol 0.6x avg |
IIFL IIFL | ₹617.85 | +1.51% | +1.5% vs prev close, vol 1.1x avg |
INFY INFY | ₹1,180 | +4.42% | +4.4% vs prev close, vol 0.6x avg |
IREDA IREDA | ₹122.9 | +2.76% | +2.8% vs prev close, vol 2.8x avg — flags: volume>2x avg |
ITC ITC | ₹287 | +2.14% | +2.1% vs prev close, vol 2.7x avg — flags: volume>2x avg |
ITCHOTELS ITCHOTELS | ₹165.22 | +1.76% | +1.8% vs prev close, vol 0.6x avg |
JINDALSTEL JINDALSTEL | ₹1,105.1 | +0.24% | +0.2% vs prev close, vol 1.0x avg |
JIOFIN JIOFIN | ₹263 | +2.55% | +2.6% vs prev close, vol 1.5x avg |
JKPAPER JKPAPER | ₹385.75 | -1.23% | -1.2% vs prev close, vol 0.2x avg |
JWL JWL | ₹264.65 | +2.24% | +2.2% vs prev close, vol 0.9x avg |
KALYANKJIL KALYANKJIL | ₹608 | -0.75% | -0.8% vs prev close, vol 0.3x avg |
KAMATHOTEL KAMATHOTEL | ₹170.15 | +1.89% | +1.9% vs prev close, vol 0.9x avg — flags: below 50DMA support |
KOTAKBANK KOTAKBANK | ₹397.5 | +1.84% | +1.8% vs prev close, vol 0.7x avg |
LICI LICI | ₹428.5 | +0.89% | +0.9% vs prev close, vol 0.9x avg |
LODHA LODHA | ₹1,233.8 | -0.84% | -0.8% vs prev close, vol 0.2x avg |
M&M M&M | ₹3,385.5 | -0.32% | -0.3% vs prev close, vol 0.9x avg |
MANKIND MANKIND | ₹2,474.45 | +0.18% | +0.2% vs prev close, vol 1.0x avg |
MAXHEALTH MAXHEALTH | ₹1,100.4 | +0.17% | +0.2% vs prev close, vol 0.7x avg |
NEWGEN NEWGEN | ₹562.05 | +1.12% | +1.1% vs prev close, vol 0.3x avg |
NHPC NHPC | ₹79.81 | +1.44% | +1.4% vs prev close, vol 0.8x avg |
PRESTIGE PRESTIGE | ₹1,670 | +3.33% | +3.3% vs prev close, vol 0.5x avg |
PSB PSB | ₹23.74 | +2.37% | +2.4% vs prev close, vol 1.8x avg — flags: below 50DMA support |
PVRINOX PVRINOX | ₹1,141.4 | +0.96% | +1.0% vs prev close, vol 1.2x avg |
RELIANCE RELIANCE | ₹1,309 | +0.13% | +0.1% vs prev close, vol 1.4x avg |
SBIN SBIN | ₹1,045 | +1.71% | +1.7% vs prev close, vol 1.0x avg |
TATASTEEL TATASTEEL | ₹189.1 | -0.37% | -0.4% vs prev close, vol 0.9x avg |
TCS TCS | ₹2,473.7 | +4.57% | +4.6% vs prev close, vol 0.6x avg |
TMPV TMPV | ₹346.45 | +1.97% | +2.0% vs prev close, vol 1.7x avg — flags: below 50DMA support |
TVSMOTOR TVSMOTOR | ₹4,389 | +1.76% | +1.8% vs prev close, vol 1.2x avg |
ULTRACEMCO ULTRACEMCO | ₹12,054 | +1.27% | +1.3% vs prev close, vol 0.5x avg |
VBL VBL | ₹445 | +0.61% | +0.6% vs prev close, vol 0.7x avg — flags: below 50DMA support |
VMM VMM | ₹111.2 | +3.83% | +3.8% vs prev close, vol 1.2x avg — flags: below 50DMA support |
WIPRO WIPRO | ₹187 | +1.85% | +1.9% vs prev close, vol 0.6x avg |