News

Uno Minda Q1

Nazara Tech | To Consider Bonus Issue & Stock Split On August 12

Sanjay Malhotra, RBI Governor:

Poonam Gupta, RBI DG:

The First Order Direct Impact Of Global Uncertainties On India’s Inflation Is Likely To Be Very Limited

 #JustIn | #BSE In Focus:

????#SEBI Chairman says reports on curbing #weekly #expiry are speculative pic.twitter.com/iJ8VGUocrC

— CNBC-TV18 (@CNBCTV18Live) August 6, 2025

Divi’s Laboratories Ltd. reported a 14% year-on-year growth in revenue at ₹2,410 crore, compared to ₹2,118 crore in the year-ago quarter. However, the figure was below the CNBC-TV18 poll estimate of ₹2,437 crore.

Cera Sanitaryware Q1

Net Profit Flat At `₹47 Cr (YoY)

Revenue (GU)5.3% At ₹422 Cr Vs ₹401 Cr (YoY)

EBITDA (RD)5% At ₹55 Cr Vs ₹58 Cr (YoY)

Margin At 13% Vs 14.5% (YoY)

Bajaj Auto Q1 

Compared to CNBC-TV18 Poll

Compared to Previous Quarter 

Anand Pandit, Lotus Developers On CNBC-TV18

Divi’s Lab Q1

Shares of state-run Bharat Heavy Electricals ltd. (BHEL) are trading with losses of close to 4% on Wednesday, August 6, ahead of its quarterly results announcement for the April-June period.

Steel Exchange | Collaborates With VPL & HTPL To Strengthen Multimodal Logistics Capabilities in Vizag

Alert: VPL Is Vizag Profiles Logistics

Alert: HTPL Is Hind Terminals

CONCOR Says

Devina Mehra, First Global on CNBC-TV18

NSDL To CNBC-TV18

Co Is Across The Entire Spectrum Of Capital Markets

Co Has 67-68% Of Mkt Shr In Terms Of Custody Value In Retail Side

We Are Very Strong In The Institutional Segment

Nsdl Has Been Playing A Role Of Nation Building

We Have Brought Digital Services To Capital Markets

As We Become A Listed Company, Our Responsibilities Increase Accordingly

We Will Be Increasing Our Tech Outlays In FY26

We Will Focus On Improving Services For Tech, Expanding Tech-Based Access

Tech Outlays Will Be Utilised In Capacity Building

See Opportunity To Invest In Automation, Many Tools That Use Are New-Age Tech

We Will Also Invest In Customer Experience, This Area Needs Heavy Lifting & More Investment

Pricing Is Guided By Regulatory Direction

Pricing Has Played Out Well For Our Industry

Pricing Is Well-established And Placed, Determined By Regulatory Expectations

Kedar Lele, Castrol India On CNBC-TV18

SC Allows Increase In Electricity Tariffs In Delhi   

SC Says, Electricity Tariff Increase In Delhi Must Be Reasonable   

These are the top volume buzzers among Nifty 500 stocks 

These are the top volume buzzers among Nifty 500 stocks 

RBI Policy Reaction – Upasna Bhardwaj, Chief Economist, Kotak Mahindra Bank

On GDP

Ashwini Kumar Tewari, MD-Corporate Banking & Subsidiaries, SBI

“From a banking standpoint, any rate cuts in loans get immediately transmitted, especially in the external benchmark-linked loans. However, the deposits get priced with a lag.

So, in terms of pressure on the net interest margins (NIMs), this is a little bit of a relief, that the NIM pressure will kind of temper down faster than what we would have expected with the rate cut. So overall, this suits us for the time being.”

 RBI Policy Reaction – Kaushik Das, Chief Economist, Deutsche Bank on GDP & inflation

On GDP:

We are not surprised with any of these announcements. These are in line with our baseline forecasts. Our GDP growth for this year was 6.5%. I told you that RBI, at this stage, will not touch the GDP forecast.

There’s so much uncertainty, and we have not even seen the April-June GDP number, which comes out on August 29. So, I think RBI has done the right thing to hold on to the GDP forecast. And for April-June of next year, they have shown 6.6%, which is also pretty steady given India’s potential growth rate is around 6.5-7%.

On inflation:

On inflation, if you’ve seen April-June of next year, as you mentioned, it is looking like close to 5% and that would be the forward-looking view with which RBI will decide whether to cut rates anymore or not.

And what I saw this time, and you must have noticed that too, in the statements, the RBI spoke a lot about core inflation, and the Governor kept on mentioning that core inflation would remain at 4.5% or 4% plus. So I think RBI is also going to stress on core inflation as we move ahead and not just react on headline CPI.

What will be more important? How does growth behave? And that number will get on August 29, and by October 1, we’ll also get to know where this tariff thing is going and if it is required, then RBI can squeeze in one more 25 basis points, but that will be hardly any joy for the market if that’s the last rate cut.

The shares of Godfrey Philips are trading in green for the third day in a row, accruing overall gains of about 20% in three days.

The board of Pidilite Industries Ltd., the adhesive manufacturer, will be meeting on Wednesday, August 6, to consider a bonus issue of shares.

Pidilite’s board will also be considering its results for the June quarter, along with the proposal to issue bonus shares for its shareholders.

RBI Guv Malhotra

On Inflation

Inflation outlook for FY26 more benign than previously expected

CPI is likely to edge up above 4% in Q4 of this year and beyond as unfavourable base effects and demand side actions come into play

Core inflation is likely to remain moderately above 4% this year

CPI Forecast

MPC will keep an eye on evolving growth inflation dynamics

All members decided to continue with a neutral stance

Monetary policy transmission is continuing, and the impact of the previous 100-bps rate cut still unfolding

On Growth

Rural consumption remains resilient, services activity steady

Above normal SW monsoon, lower inflation, rising capacity utilisation continue to support domestic activity

Supportive monetary, regulatory & fiscal policies should also boost demand

Prospects of external demand uncertain amid ongoing trade & tariff negotiations

GDP Growth Forecast

 #RBIPolicy | ‘Indian economy holds bright prospects in a changing world order’ RBI Guv describes economic conditions & policy making challenges amidst #tariff uncertainty#RBIPolicy #SanjayMalhotra pic.twitter.com/OaMzDn47qu

— CNBC-TV18 (@CNBCTV18Live) August 6, 2025

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