Trendlyne Analysis Broker Research reports

The primary market is set for another action-packed week, with 28 new issues opening for subscription and 17 companies heading for listing. This follows 14 IPO debuts last week, including the much-awaited listing of the National Stock Exchange.

Primary market activity remains strong, with 11 companies set to list this week and 23 fresh issues entering the subscription pipeline. This follows a busy week that saw 20 IPOs make their market debut.

India’s CPI inflation rose to a 20-month high of 4.8% in August from 4.5% in July, driven by delayed monsoon showers and supply disruptions due to the West Asia war. Meanwhile, WPI inflation also surged to 9.9%, marking its second-highest print in 29 months, amid a fresh hardening in energy costs.

Nomura shifted its RBI repo rate call from a hold to two 25 bps hikes in October and December, taking the rate to 5.75%, citing rising food and oil prices and stronger underlying inflation. It expects headline inflation to rise to ~5.7% in September from 4.8% in August, while core inflation stays around 4.2%.

A packed week lies ahead for the primary market, with 17 companies preparing to list and 18 new issues opening for subscription. This comes after seven IPOs made their market debut last week.

The IPO pipeline is set to take centre stage this week, with 21 new issues opening for subscription and five companies heading for listing. The activity comes after 17 IPOs debuted in the previous week.

The IPO market enters September with a packed listing calendar, as 13 companies prepare to debut and eight new issues open for subscription. This follows seven market listings last week.

The Nifty 50 closed lower on August 24 as geopolitical tensions around the Strait of Hormuz kept investors cautious. Iran threatened to seize vessels and alter transit rules through the strait ahead of Washington's announcement of new sanctions, prompting traders to trim positions. Buying in metal stocks helped limit losses, while PSU banks were the worst-performing sector.

In July, CPI inflation rose to 4.5% YoY from 4.4% in the previous month, driven by erratic rainfall and higher food prices due to supply shortages. WPI inflation rose to 9.8% YoY in July, easing a bit from 9.9% in June.

Standard Chartered raised its FY27 CPI inflation forecast to 4.9% from 4.5%, citing higher food and retail fuel prices. It projects food and beverage inflation at 6.3% and expects broader price pressures to persist, excluding gold and silver. The bank expects the MPC to maintain status quo in interest rates in FY27, but a 50-bps+ hike remains a risk if food prices rise further.

IPO activity is set to remain strong this week, with ten companies scheduled to make their market debut and eleven fresh issues entering the subscription pipeline. This follows nine IPO listings across the mainboard and SME segments last week.

The primary market stays active, with seven listings lined up this week and ten companies preparing to launch their public issues. This comes after nine IPOs made their market debut last week.

The IPO calendar remains busy, with nine companies set to make their market debut this week and seven fresh issues opening for subscription. This follows nine listings across the mainboard, SME and InvIT segments last week.

The primary market remains active this week, with three mainboard IPOs, one InvIT and three SME issues set to list, while three mainboard and eight SME IPOs open for subscription, following six market debuts last week.

The primary market is set to gain momentum this week, as five companies prepare to make their stock market debut and eight IPOs line up for subscription, following four listings last week.

In June, CPI inflation rose to 4.4% YoY from 3.9% in the previous month, driven by a delayed monsoon and higher food prices. WPI inflation increased to 9.9% in June from 9.7% in May.

According to an SBI Research report, India's CPI inflation is expected to average around 5% in FY27, with the RBI likely to keep interest rates unchanged for an extended period, supported by a stable rupee and improving foreign inflows. The report forecasts CPI inflation at 5.1% in Q2, 5.7% in Q3, and 5.1% in Q4, resulting in an annual average of 5% for FY27.

Primary market activity is expected to be moderate this week after eight IPOs listed last week. Four companies are scheduled to make their market debut, while four issues are lined up for subscription.

The primary market remains busy this week, as four new issues open for subscription. Meanwhile, eight companies are set to make their exchange debut, following nine listings last week.

The primary market remains busy this week, as the IPO pipeline expands to 11 issues. This week, seven companies are scheduled to debut on the stock exchanges, after seven successful listings last week.

The primary market is gaining momentum as the IPO pipeline expands to 14 issues. This week, six companies are scheduled to debut on the stock exchanges, after three successful listings last week.

In May, CPI inflation rose 3.9% from 3.5% last month. WPI inflation jumped 9.7%, driven by elevated fuel and power costs amid Middle East tensions.
 

The World Bank raised India’s FY27 growth forecast to 6.6% from 6.5% earlier, citing lower US tariffs and expected gains from upcoming free trade agreements. It said these factors are likely to offset the impact of weaker external demand due to the ongoing Middle East conflict. GDP growth is projected to rise to 7.2% in FY28 and 7% in FY29.

Momentum in the primary market remains strong. This week, six IPOs will open for subscription, while three companies are set to debut on the stock exchanges, following five successful listings last week.