Indian equity markets saw strong gains on Monday, driven by positive global cues, foreign institutional investor (FII) buying, and robust Q1 earnings. As attention shifts to Tuesday, August 4, 2026, several key companies are poised for significant movements due to corporate actions, quarterly results, and strategic stake sales.
Major Corporate Announcements
Quarterly Results Expected Today
A number of prominent companies are slated to announce their June 2026 quarter results today, including ONGC, Bharti Airtel, FSN E-Commerce Ventures (Nykaa), Marico, and Pidilite Industries. Investors will be closely watching these reports for insights into their financial health and future outlook.
Shares Trading Ex-Dividend
Several stocks will trade ex-dividend on August 4, including Alembic, Balkrishna Industries, Bosch, and UPL. This indicates that buyers of these shares today will not be eligible for the upcoming dividend payout.
Companies in the Spotlight
Paytm (One 97 Communications)
- Media reports suggest SAIF Partners is likely to sell a 2.3 percent stake (1.49 crore equity shares) in Paytm's parent company, One 97 Communications, through block deals. The estimated deal size is Rs 2,002 crore, with a floor price of Rs 1,339.65 per share.
Life Insurance Corporation of India (LIC)
- The Government of India has announced an Offer For Sale (OFS) of up to 6.5 percent stake in LIC, scheduled for August 4-5. The base offer comprises 2.5 percent of equity (31.62 crore shares), with an additional 4 percent available under a green shoe option. The floor price is set at Rs 382 per share.
Meesho
- Elevation Capital and Peak XV Partners may offload a 2.3 percent stake (10.5 crore shares) in Meesho via block deals. The deal is estimated at Rs 1,900 crore, with a floor price of Rs 182.08 per share.
SBI Funds Management
- The asset management company reported a 3.7 percent year-on-year rise in net profit to Rs 880.3 crore for the June 2026 quarter. Revenue climbed 15.2 percent to Rs 1,152.7 crore, with operating profit up 17 percent. SIP AUM grew 15 percent to Rs 2 lakh crore, securing a 12.3 percent market share.
DLF
- Real estate major DLF posted a 4.1 percent year-on-year increase in net profit to Rs 793.9 crore for Q1 FY27, despite a 52.9 percent decline in revenue to Rs 1,280.3 crore. EBITDA also fell significantly by 58.7 percent to Rs 150.3 crore, with margins contracting to 11.7 percent.
Indian Renewable Energy Development Agency (IREDA)
- The state-run lender announced a 37.1 percent year-on-year jump in net profit to Rs 338.5 crore for the June 2026 quarter. Net interest income (NII) surged 24.1 percent to Rs 857.5 crore, and net interest margin (NIM) improved to 3.75 percent. Gross Non-Performing Assets (NPA) improved to 3.76 percent, and net NPA notably declined to 1.22 percent.
Arvind
- Textile company Arvind has launched its qualified institutions placement (QIP) issue to raise funds. The floor price for the QIP has been fixed at Rs 518.58 per share.
Krishna Institute of Medical Sciences (KIMS)
- KIMS reported a 47.2 percent year-on-year decline in net profit to Rs 41.5 crore for the June 2026 quarter, even as revenue jumped 35.3 percent to Rs 1,179.5 crore. EBITDA increased 16 percent to Rs 223.4 crore, though margins compressed to 18.9 percent.
Other Noteworthy Updates
- Kalpataru reported a narrowed net loss of Rs 26.5 crore for Q1 FY27, with revenue up 6.5 percent and pre-sales bookings rising 6 percent.
- KEI Industries saw a 40 percent year-on-year jump in net profit and a 23 percent increase in revenue for the June 2026 quarter.
- Great Eastern Shipping Company recorded a massive 159.4 percent surge in net profit and a 66.9 percent revenue increase for Q1 FY27.
- UPL announced the resignation of Mike Frank, CEO of UPL Corporation, effective August 31, 2026, due to personal commitments.
- VVIP Infratech secured a Letter of Intent (LoI) for a Rs 198.50 crore sewerage project in Delhi, to be completed within 24 months.