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“Bosch is one of the auto-ancillaries on our watch list. I think it is showing a very, very strong rating as far as the price rating is concerned at Marketsmith India.

But as far as the fundamentals are concerned, I think reverting back to its EBIT margin performance with strong expectations in terms of top-line growth, expectations of a very strong margin performance going forward, because input costs have largely stabilised for the whole universe.

And therefore, I think recoupment of EBITDA margins, EBIT margins particularly, should probably help bottom-line growth quite significantly. So, I think within auto-ancillaries, I think Uno Minda and Bosch are something that we are keeping on our watch list.”

“I think in our conversations earlier as well, we did mention very vocally, in that sense, that consumption is a theme we like from a 12 to 24 months perspective. We continue with that view. In addition to that, we like financial services.

When we talk about financial services, it’s like AMC companies, which are looking at a good business model. Of course, they have kind of rallied quite a bit. So probably at some correction, we will look at that again. But from a banking perspective, we do think that the two top private banks, or a few top private banks, are where you can probably look to have an exposure.

Having said that, we’ll wait for any indication in terms of the rate cuts, which may probably happen going forward. And if the rate cuts kind of happen, then you may see one odd quarter more of pain in terms of the net interest margins. And once that is out, is when you go pretty much secularly bullish in terms of the banks at that point in time.”

“When you look at the markets, our view is currently that markets will continue to be range-bound till we see a decisive movement of FPIs starting to invest back into India. At this point in time, we are seeing rebalancing from an emerging market standpoint, towards China, Korea, and Taiwan. So, we’ll wait when it kind of stabilises, and probably a couple of rate cuts from the Fed should do the trick in that sense.”

Financials Remain A Major Drag, Nifty Bank Slides Over 1%

Midcap Index Ends Flat But Relatively Outperforms

Sensex Falls 694 Points To 81,307 & Nifty 214 Points To 24,870

Nifty Bank Slips 606 Points To 55,149 & Midcap Index 79 Points To 57,630

Over 40 Nifty Stocks End In The Red, Nearly 10 Stocks Fall 2% Or More

Consumption Names See Profit Booking Following Recent Upmove

R Systems Rises 9% After Co Acquires Mangaluru-based Novigo For `400 Cr

Most Defence Stocks Rise While Mazagon Dock Falls 2% On A Negative Brokerage Note

Nazara Tech Says PokerBaazi Suspends Real-money Gaming, Stock Down 4%

Vodafone Idea Surges 8% On Reports Of DoT Proposing Relaxation In AGR Dues

AB Fashion, Poonawalla & SJVN See Short Covering As Stock Exit F&O This Mth

Uno Minda Continues To See Buying, Up Up 3% Today & 10% This Week

Paytm Sees Another Day of Positive Move, Stock Is Up 16% This Month So Far

ICICI Lombard Falls 3% As Srcs Say IRDAI Mulls Capping Health Ins Prem Increase

Market Breadth Favours Declines, Advance-Decline Ratio At 2:3#CNBCTV18Exclusive | ‘Govt should look at keeping things simple when GST is rationalised’, says Rajiv Bajaj of #BajajAuto to CNBC-TV18

Sales should be back once the #GSTRate cut is implemented, he further adds #GSTReforms https://t.co/Yef0LZoWbX pic.twitter.com/pEonq4HaUX

— CNBC-TV18 (@CNBCTV18Live) August 22, 2025

#JustIn | Govt pushes semiconductor design innovation with Design Linked Incentive (#DLI) scheme pic.twitter.com/fsPEAKasjl

— CNBC-TV18 (@CNBCTV18Live) August 22, 2025

Bengaluru-based HealthCare Global Enterprises (HCG) is confident of achieving its 20% margin target by the last quarter of the current financial year, said BS Ajai Kumar, Executive Chairman of the company. here

#JustIn | Govt pushes semiconductor design innovation with Design Linked Incentive (#DLI) scheme pic.twitter.com/fsPEAKasjl

— CNBC-TV18 (@CNBCTV18Live) August 22, 2025

Sanjay Kulshrestha, Chairman and Managing Director of Housing & Urban Development Corporation (HUDCO), said the company’s strong performance has put it on track to revise its loan book guidance upward. “We need to redefine our targets,” he said, adding that HUDCO is likely to reach its earlier milestone sooner than expected. here

Ashoka Buildcon Ltd has received a Letter of Acceptance (LoA) worth ₹499.95 crore, including GST, from the North Western Railway, Jaipur, for upgrading its existing electric traction system. here

L&T CMD Says

L&T CMD Says 

L&T CMD Says 

L&T CMD Says 

CNBC-TV18 Exclusive | Rajiv Bajaj, MD, Bajaj Auto          

Bajaj Auto On GST Cut         

Premier Energies Ltd., shares declined on Friday, August 22, even as it announced the commercial operation of its 1.2 GW N-Type G12R solar cell line and the launch of high-efficiency 620 W Domestic Content Requirement (DCR) compliant Topcon solar modules. here

The Employees’ State Insurance Corporation (ESIC) has clarified that Aadhaar-based authentication for insured persons and their family members will be voluntary. Medical and cash benefits under the ESI scheme will continue even if beneficiaries do not authenticate using Aadhaar. here

Nazara Technologies Ltd. on Friday, August 22, said its associate company Moonshine Technologies Pvt. Ltd. (Pokerbaazi) has ceased real money online gaming operations. here

Market Watch: Nilesh Shetty, Portfolio Manager, Quantum Advisors

On IT Sector: “We continue to have a large allocation to IT services, primarily given that valuations are a lot more reasonable, these companies continue to generate a lot of cash. And if demand doesn’t pick up, they may look at inorganic opportunities. But for us, the bet remains that demand will eventually pick up. There is a point at which a lot of the developed world companies will start doing capex which they have deferred, and you will see valuations rerate in that space.”

On sectors: “We are stock specific, and we found select opportunities, say in a pharma company which came, sort of came within our buy limit where we wanted to add it, we continue to track the logistics space closely where we think there might be an opportunity which may come through for us to add but apart from that, the large allocation remains financials, which includes private sector banks as well as insurance companies and. Also, we have a large allocation to automobiles, which, of course, we’ve reduced our allocation there, but it still remains very large relative to what other managers hold, which includes two-wheeler names as well as a larger tractor and automotive company.”

Rajiv Bajaj, MD, Bajaj Auto Speaks Exclusively To CNBC-TV18

Watch CNBC-TV18 LIVE

Market Watch: Hemen Kapadia of DRChoksey Finserv

Buy Bajaj Auto for a target price of ₹9,050 with a stop loss of ₹8,450

Sell RBL Bank for a target price of ₹235 with a stop loss of ₹265

YES Bank shareholders have approved the reappointment of Prashant Kumar as Managing Director and Chief Executive Officer until April 2026, extending his tenure beyond October 2025. here

Jupiter Wagons | Arm Jupiter Electric Mobility (JEM) Launches Its First Showroom In Hyderabad

Gaming companies are set to approach the government for clarity on key provisions of the newly passed Online Gaming Bill, sources told CNBC-TV18. According to people familiar with the matter, industry players are likely to plead that an immediate bar on financial transactions will make it difficult for them to refund gamers, as there would be no transition period to process user funds. here

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