DATE17 Aug
NIFTY 24,288 0.32%BANK NIFTY 57,498 0.01%NIFTY IT 30,808 1.75%NIFTY PHARMA 26,342 0.39%SCHNEIDER 1,212 11.47%IPCALAB 1,885 8.67%HINDCOPPER 573 8.24%PTCIL 20,584 8.05%BELRISE 236 7.54%GPIL 251 6.54%NSLNISP 42 6.16%INOXWIND 78 6.05%FINCABLES 1,321 5.93%MOTILALOFS 955 5.68%NIFTY 24,288 0.32%BANK NIFTY 57,498 0.01%NIFTY IT 30,808 1.75%NIFTY PHARMA 26,342 0.39%SCHNEIDER 1,212 11.47%IPCALAB 1,885 8.67%HINDCOPPER 573 8.24%PTCIL 20,584 8.05%BELRISE 236 7.54%GPIL 251 6.54%NSLNISP 42 6.16%INOXWIND 78 6.05%FINCABLES 1,321 5.93%MOTILALOFS 955 5.68%
Morning brief · Thursday, 20 August 2026

Aimtron's 162% surge may just be the start

Market pulse
Indian markets ended the recent session with a slight retreat as the benchmark Nifty dipped to 24,288, weighed down by a notable 1.75 percent slide in the IT index, while the Bank Nifty index managed to close nearly unchanged. Individual stocks saw sharp moves, with Ipca Labs and Hind Copper both rallying over eight percent, in contrast to Schneider Electric which plunged more than eleven percent.
From the investor's mind
One post worth your time, explained
Sajal Kapoor
@unseenvalue · on X
Sajal Kapoor observes that Sona Comstar experienced significant fluctuations, with its "Bhaw Bhagwaan" at ₹750 in 2021, dropping to ₹450 in 2025, and then rising above ₹800 in 2026. This volatility, described as "time correction + Bhaw correction," can eliminate market "fancy," a phenomenon Kapoor also noted with Laurus Labs between 2021 and 2023. Kapoor's key takeaway is that these corrections can present an opportunity to acquire shares of a fundamentally sound business at a more reasonable valuation.
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Word in the street
What the wider market is buzzing about
Aimtron
1,743Past year 162%M.cap ₹2,338 Cr
One name on everyone’s lips this week was Aimtron, a company whose stock has soared 162.1 percent in the past year. After a sharp rerating, some investors believe the market has finally woken up to its potential, a view supported by a strong Q1 update and recent research coverage from Nuvama. Others feel the market still has not priced in the full story. They point to a future where FY27 revenue could reach ₹550-600 crore, partly through contributions from ICS. This growth could potentially bring its forward price to earnings ratio down significantly. With around 420 prototypes in development, the conversation now turns to how effectively Aimtron can commercialize its pipeline.
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Yesterday's big moves
Aster DM Healthcare Limited
Aster DM Healthcare LimitedNew Position
800Past year 30%M.cap ₹69,795 Cr
HDFC Mutual Fund
HDFC Mutual Fund bought 97,89,107 shares of Aster DM Healthcare for ₹749.94 Cr at ₹766.10 per share in a bulk deal. HDFC Mutual Fund's aggregate holding in Aster DM Healthcare has risen to slightly above 7%.
One 97 Communications Limited
One 97 Communications LimitedNew Position
1,584Past year 29%M.cap ₹1,01,632 Cr
SBI Mutual Fund
SBI Mutual Fund bought 27,49,563 shares of One 97 Communications for ₹422.09 Cr at ₹1535.10 apiece in a block deal.
Dr. Reddy's Laboratories Limited
Dr. Reddy's Laboratories LimitedIncreased
1,170Past year 5%M.cap ₹97,736 Cr
ICICI Prudential Mutual Fund
ICICI Prudential Mutual Fund raised its stake in Dr. Reddy's Laboratories from 4.92% to 5.01%, buying 7,12,884 shares in an open market transaction and crossing the 5% disclosure threshold.
Indraprastha Gas Limited
Indraprastha Gas LimitedIncreased
153Past year 23%M.cap ₹21,427 Cr
PPFAS Mutual Fund
PPFAS Mutual Fund increased its stake in Indraprastha Gas from 7.74% to 7.88%, buying 2,046,216 shares in an open market transaction.
Sumeet Industries Limited
Sumeet Industries LimitedIncreased
13Past year 40%M.cap ₹888 Cr
Eagle Fibre Limited, JPB Fibres, Rohan D Modh, Supreme (India) Impex Limited
The Promoter Group (Eagle Fibre Limited, JPB Fibres, Rohan D Modh, and Supreme (India) Impex Limited) bought 1,49,00,000 shares of Sumeet Industries via open market, increasing its stake from 24.80% to 26.94% on August 12, 2026.
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Aimtron's 162% surge may just be the start · WhaleWatch