India’s Securities and Exchange Board of India (SEBI) said exchanges will adopt a new Closing Auction Session (CAS) from Aug. 3, 2026, replacing the current 30-minute VWAP-based closing mechanism. The 20-minute CAS will run from 15:15 to 15:35 and is designed to produce a single equilibrium closing price to improve fairness and price discovery. The change is intended to curb “marking the close” and strengthen settlement protection for retail and passive investors. The rule will apply to constituents of domestic equity indices and related derivatives contracts.

India’s seven largest listed FMCG companies reported combined June-quarter revenue of ₹43,779 crore, up 13.9% year on year, while EBITDA rose 13.9% to ₹9,953 crore. Growth was driven by a recovery in rural demand, premiumisation and rapid expansion of quick commerce, signalling a shift toward volume-led gains alongside pricing. Tata Consumer Products stood out, while margin pressure in personal care from palm oil costs weighed on profitability. The results offer fundamental support for Indian consumer stocks.

The International Grains Council (IGC) forecasts global wheat production will fall by 23 million tonnes to 821 mt in the 2026-27 season, as higher input costs linked to the Iran conflict and El Niño-related weather risks weigh on planting decisions. Wheat acreage is being cut or shifted to other crops in the US, the EU, the UK and Australia, with Australian sowing at a seven-year low. Chicago wheat futures are trading at $6.54 a bushel, near a two-year high.

On July 31, 2026, several listed Indian companies reported Q1 FY27 earnings, with net profit rising sharply at Sun Pharma, Glenmark, Bajaj Finserv and Aether Industries. Maruti Suzuki, ITC and IOC, however, reported profit declines for the quarter. Market sentiment improved on the day, with HYUNDAI shares rising more than 8% and ranking among the top gainers.

SEBI has agreed in principle to accept the National Stock Exchange of India’s settlement applications in the colocation (colo) and dark-fibre cases, with the total settlement amount set at Rs 1491.21 crore. NSE has provided Rs 1391.21 crore in FY2025–26, with a previously imposed Rs 100 crore SAT penalty already adjusted against amounts deposited, and its revenue fell 8% sequentially. The regulatory outcome directly affects NSE’s financials and compliance standing as it prepares for its IPO.

Triveni Engineering said its Q1 FY27 sugar sales rose 7.4% year on year to 27.7 lakh tonnes, with average realisation increasing to ₹41,525/tonne. The company said exports of 0.7 million tonnes and diversion of 3 million tonnes of sugar toward ethanol in the October 2025–September 2026 sugar season are expected to push India’s sugar stocks down to 4.1 million tonnes by end-September 2026, a 10-year low. The tighter supply-demand balance is supporting firmer domestic sugar prices in the near term, it said.

The USFDA has completed a pre-approval and GMP inspection at Dr Reddy’s FTO-SEZ line in Srikakulam, after which the company received a Form 483 with three observations. Sun Pharma has won ANVISA approval to manufacture and sell semaglutide injections in Brazil for adults with inadequately controlled Type 2 diabetes. NBCC (India) has signed a formal $75 million affordable housing contract with the Government of Seychelles. The updates point to regulatory milestones, emerging-market commercial rollout and an overseas infrastructure order, and are operational developments rather than direct triggers for traditional asset prices.

Radico Khaitan reported its Q1FY27 results with total IMFL volumes up 2.8% year on year to 10 million cases, while Prestige & Above (P&A) volumes surged 35.8% to 5.22 million cases. EBITDA margin expanded to 20.7% from 15.3%, with EBITDA rising to ₹348 crore (+50%) and net profit to ₹45 crore (+70%). The company raised its full-year P&A growth guidance to 25%+.

Aequs reported a net loss of ₹53.2 crore for the first quarter of FY2027, while EBITDA fell 46% year on year to ₹21.5 crore and operating margin narrowed to 5%. Revenue from operations rose 55% year on year to ₹395.5 crore, driven by the aerospace business and scaling consumer programmes. Aerospace revenue increased 40% to ₹322.2 crore, supported by higher customer build rates and additional parts entering production. The company did not disclose a stock code in the release, but it referenced the listed entity as the traditional asset ONUS under Indian market convention and context.