Kotak Mahindra Bank s shares plummeted following disappointing Q1 results, revealing a 7% YoY decline in net profit due to asset quality deterioration and margin compression. Brokerages responded with downgrades and target price cuts, citing concerns over return ratios and emerging stress in the retail commercial vehicle segment.

Vijay Kedia s portfolio experienced a Rs 71 crore decline in value this year due to Atul Auto s underperformance, despite Kedia holding a significant 20.91% stake. Experts suggest potential buying opportunities within a specific price range, while also noting the stock s stretched valuation.

Aadhar Housing Finance shares: The proposed investment, valued between $200–225 million (approximately Rs 1,750–2,000 crore), would result in acquiring a 10–12% stake in the affordable housing finance company via a secondary share sale.

Indian Energy Exchange (IEX) shares tumbled nearly 9% after renewed selling pressure over market coupling fears—a regulatory change that threatens its dominance. This follows a brief rally on strong Q1 results. Brokerages slashed targets, citing margin pressure and market share erosion. Analysts warn that IEX s monopoly may be ending as competition rises and pricing power fades.

Swaminathan Aiyar suggests the UK trade agreement is a welcome step amidst rising global trade barriers. While not transformative due to existing low trade, any increase benefits India. Improved conditions for Indian workers in the UK are a key achievement. Exemptions from social security and remote work options enhance earnings. Bilateral trade aims for $120 billion by 2030.

Premier Energies shares: Premier Energies posted a 10% year-on-year increase in revenue, reaching Rs 1,820.7 crore for the quarter ended June. EBITDA jumped 53% to Rs 548.3 crore, while net profit rose 55.4% to Rs 307.8 crore, up from Rs 198.1 crore in the corresponding quarter last year.

Tata Motors shares: The agreement was announced on Sunday by U.S. President Donald Trump and European Commission President Ursula von der Leyen, narrowly avoiding the August 1 deadline that could have triggered a 30% blanket tariff on EU exports to the United States.

Asian Paints is expected to release its Q1 earnings soon. Analysts predict a modest performance due to weak urban demand. Revenue growth might be muted, but volume growth is likely to be positive. Profit may decline slightly year-on-year. The domestic decorative segment is expected to show volume growth. Gross margins could be supported by favorable raw material costs.

Laurus Labs stock price increased following Andhra Pradesh government s land allotment. The company will establish Laurus Pharma Zone in Anakapalli district. Laurus Labs plans to invest significantly over eight years. This project aims to boost pharma manufacturing. It is also expected to generate employment opportunities for many people. Technical indicators suggest a potential short-term pullback, but overall sentiment remains positive.

Gold prices traded flat as optimism around U.S. trade deals tempered safe-haven demand ahead of the Fed decision. Analysts flag continued bearish momentum on charts, with resistance near Rs 98,675. Rising dollar and volatile rupee may keep upside capped; sell-on-rise advised.