DATE3 Aug
NIFTY 24,774 1.60%BANK NIFTY 58,248 1.72%NIFTY IT 31,715 3.28%NIFTY PHARMA 26,663 0.48%ZEEL 98 14.33%URBANCO 146 12.98%BALRAMCHIN 647 10.34%PINELABS 152 9.50%AEGISLOG 1,388 8.39%REDINGTON 348 8.15%LTM 4,690 7.52%FSL 324 7.36%MUTHOOTFIN 2,891 7.33%SONATSOFTW 346 7.26%NIFTY 24,774 1.60%BANK NIFTY 58,248 1.72%NIFTY IT 31,715 3.28%NIFTY PHARMA 26,663 0.48%ZEEL 98 14.33%URBANCO 146 12.98%BALRAMCHIN 647 10.34%PINELABS 152 9.50%AEGISLOG 1,388 8.39%REDINGTON 348 8.15%LTM 4,690 7.52%FSL 324 7.36%MUTHOOTFIN 2,891 7.33%SONATSOFTW 346 7.26%
Morning brief · Tuesday, 4 August 2026

Aditya Vision’s strong profit, weak revenue split market opinion

Market pulse
Indian markets began the week on a strong footing, with the Nifty surging 1.6 percent to close at 24,774, propelled by a blistering 3.28 percent rally in the IT index. While individual stocks like Urbanco and Balramchin soared over 10 percent, a steep 14 percent dive in Zee Entertainment and a 7 percent drop in Muthoot Finance showed that not all counters shared in the broad-based cheer.
Word in the street
What the wider market is buzzing about
Aditya Vision Limited
625Past year 48%M.cap ₹8,061 Cr
Even with a nearly 50 percent gain over the past year, discussions around Aditya Vision still carried a note of caution this week. The electronics retailer, now valued at around ₹8,061 crore, saw its stock dip following its recent results, prompting questions from market watchers. Some speculated that while profits beat estimates, revenues fell short of certain analyst expectations. The prevailing view was that the market had already priced in a great deal of optimism. When management opted not to raise its guidance for the year despite a strong start, it seemed to temper sentiment more than it affected the long-term outlook for the company.
Yesterday's big moves
Oswal Pumps Limited
Oswal Pumps LimitedDecreased
334Past year 55%M.cap ₹3,779 Cr
Valuequest India G.I.F.T.
Valuequest India G.I.F.T. sold 598,000 shares of Oswal Pumps for ₹20.55 Cr at ₹343.61 apiece in a bulk deal on July 23, 2026.
Nilkamal Limited
Nilkamal LimitedDecreased
1,753Past year 9%M.cap ₹2,533 Cr
Seetha Kumari
Seetha Kumari sold 89,589 shares of Nilkamal Limited for ₹15.17 Cr at ₹1693.32 apiece in a bulk deal. Seetha Kumari previously acquired a 5.46% stake in Nilkamal Limited through an off-market transfer on December 18, 2025, increasing their total shareholding from 0.20% to 5.66%.
Aether Industries Limited
Aether Industries LimitedDecreased
1,491Past year 94%M.cap ₹19,959 Cr
SBI Mutual Fund
SBI Mutual Fund reduced its stake in Aether Industries from 4.77% to 4.73%, selling 65,853 shares in an open market transaction.
Jeyyam Global
Jeyyam GlobalDecreased
M.cap ₹156 Cr
Shripal Veeramchand Sanghvi
Promoter Shripal Veeramchand Sanghvi sold 23,74,000 shares of Jeyyam Global off-market, reducing their stake from 10.93% to 5.94% in the company.
Markets go up not because there is an abundance of buyers, but because there is a lack of sellers.
Rakesh Jhunjhunwala
See what the smart money is buying, before the news does
Follow Kacholia, Damani, Rekha Jhunjhunwala and 300+ top investors. Every new position, bulk deal and insider trade, the moment it is filed.