India research

Deep-dive research on Indian companies, plus the policy and regulatory decisions that move them.

148 articles, newest first · page 9 of 17

HDFCBANK:ICICIBANK:SBIN:KOTAKBANK:BAJFINANCE:ITC:NSE:BSE:ANGELONE:ZERODHA:IIFL:EMBASSY:TITAN:M&M:ADANIPORTS:TCS:HCLTECH:ULTRACEMCO 2026-08-05

Policy Pulse — Ministries & Regulators — 05 Aug 2026

RBI holds repo at 5.25% (neutral), raises FY27 GDP to 6.7%, cuts CPI to ~5%. SEBI CAS divergences; REIT/InvIT DR consultation. Banks neutral (ICICIBANK, KOTAKBANK, SBIN), BSE positive, TCS/HCL weak.

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NSE:BSE:MCX:ANGELONE:ZERODHA:IIFL:IOC:BPCL:HPCL:RELIANCE:ATHERENERG:PIDILITIND:MARICO:ONGC:LICI 2026-08-04

Policy Pulse — Ministries & Regulators — 04 Aug 2026

SEBI Closing Auction Session (CAS) live from Aug 3; windfall tax raised on fuel exports (negative for IOC, BPCL, HPCL, RELIANCE). BSE Q1 profit +62%, Ather +14%, Pidilite +27.7%.

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ORIANA 2026-08-03

Oriana Power — What Changed Post-Q1 FY27 Concall & Technical Breakdown

What Changed since the Jun 28 deep-dive. Stock fell to a fresh 52-week low (₹1,342) then bounced +6.9% to ₹1,474 on Aug 3 on the ₹3,135 Cr SECI green-ammonia PPA. Q1 FY27 concall reaffirms 40-50% revenue/PAT CAGR target with ₹7,000 Cr order book. P/E compressed to 11.9x vs industry 30.8x. Verdict: CAUTION — structurally intact, technically still bearish; early relief-rally only.

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HDFCBANK:ICICIBANK:SBIN:BAJFINANCE:HDFC:LT:SIEMENS:BHEL:MARUTI:TCS:INFY:ITC:COALINDIA 2026-08-03

Policy Pulse — Ministries & Regulators — 03 Aug 2026

RBI MPC begins (Aug 5 decision), India PMI at near-5-yr low (53.5), SEBI open-market buybacks live (Aug 1). Watch banks, buyback cash-rich TCS/INFY/ITC.

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SUNPHARMA:DRREDDY:CIPLA:LUPIN:AUROPHARMA:TORRENTPHARM:ANGELONE:ZERODHA:BSE:HDFCBANK 2026-07-31

Policy Pulse — Ministries & Regulators — 31 Jul 2026

India-US pharma deal exempts Indian generics from Section 232 (BUY SUNPHARMA, DRREDDY, CIPLA). SEBI Stock Brokers Regulations 2026. Nifty Pharma +0.7%.

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ONGC:OIL:TATAPOWER:SJVN:NHPC:BOROSIL:WEBSOLENERGY:EXIDEIND:AMARAJABAT:UPL:PIIND 2026-07-31

Policy Pulse — PM Modi / India Govt — 31 Jul 2026

Cabinet approves Samudra Manthan ₹84,084 cr offshore exploration (BUY ONGC, OIL) and PM-SSY ₹5,070 cr floating solar+storage (TATAPOWER, SJVN, NHPC, EXIDEIND).

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VEDL:BAJFINANCE:BAJAJFINSV:TATASTEEL:JSWSTEEL:SAIL:GRSE:MANKIND:IRB:NLCINDIA:AJANTPHARM:DEEPAKFERT:MARUTI:MM:ONGC 2026-07-30

Policy Pulse — Ministries & Regulators — 30 Jul 2026

Q1 earnings heavy day: Vedanta +152% PAT, Bajaj Finance +29%, Tata Steel +19%. Nifty Auto +1.63% leads markets. GRSE ₹1,032 Cr order. NLC India 900 MW solar win. FIIs net buyers at ₹2,982 Cr.

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BEL:HAL:GRSE:COCHINSHIP:ONGC:SOLARINDS:MAZDOCK 2026-07-30

Policy Pulse — PM Modi — 30 Jul 2026

PM chairs 2nd high-level meeting with Secretaries on Iran War response. Defence and energy security remain top priorities. GRSE ₹1,032 Cr order adds defence tailwind.

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MOTILALOFS:HDFCAMC:NIPPONLIFE:BSE:ANGELONE:INFY:TCS:HCLTECH:HUL:KAYNES:DIVISLAB:EXIDEIND 2026-07-29

Policy Pulse — Ministries & Regulators — 29 Jul 2026

SEBI PMS overhaul consultation paper. Market rallies +889 pts led by IT (+2.55%), HUL (+4.70%), INFY (+4.50%). NSE removes Exide from F&O.

policy-pulsesebipms+3

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