GIFT Nifty Signals Flat Start; Titan, RITES, Emcure Pharma, Delhivery in Focus

Indian Stock Market News Today, August 10, 2026: The Indian stock market is set for a cautious start on Monday as GIFT Nifty signals a largely steady opening for the Sensex and Nifty. Asian markets are trading higher after Wall Street ended with gains, while rising crude oil prices and geopolitical uncertainty around the Strait of Hormuz remain key risks for Indian equities.

Investors will closely track Q1 earnings, stock-specific developments, foreign institutional investor activity, crude oil prices, global markets and upcoming inflation data. Several stocks, including Titan, Delhivery, RITES, Inox Wind, Emcure Pharma, Oil India and Signature Global, are likely to remain in focus.

1. GIFT Nifty Signals Steady Start for Sensex and Nifty

GIFT Nifty points to a steady opening for Indian benchmark indices on Monday. Asian markets are also showing strength following the positive close on Wall Street.

However, higher crude prices and uncertainty surrounding the Gulf region could limit gains. Traders will closely watch the opening trend in the Nifty 50 and Sensex along with movements in global equities, oil and the rupee.

2. Indian IT Stocks Remain Volatile Despite Improving Fundamentals

Indian IT stocks continue to experience volatility, but underlying fundamentals are showing signs of improvement.

Investors will monitor demand trends, global technology spending, US economic conditions and currency movements. The IT sector remains sensitive to developments in the US economy and global corporate technology budgets.

3. Oil Prices and US Yields Remain Key Market Drivers

US Treasury yields have moved higher while Brent crude has risen toward $83 per barrel. Higher crude prices are important for India because the country remains heavily dependent on imported oil.

A sustained rise in crude could put pressure on inflation, the rupee and corporate margins, while also influencing expectations around monetary policy.

4. Indian Market Extends Gains for Second Straight Week

Indian equities have extended their gains for a second consecutive week, supported by RBI policy expectations and foreign institutional investor support.

Market participants will now watch whether the positive momentum can continue amid geopolitical risks, crude oil volatility and upcoming inflation data.

5. Trading Spotlight: Stocks to Watch on August 10

Short-term trading ideas and market setups are available for:

• Uno Minda
• Glenmark Pharma
• APL Apollo Tubes
• Grasim Industries
• TCS

Traders should watch price action, volume and broader market direction before taking short-term positions.

6. Titan Shares in Focus

Titan remains one of the key stocks to watch after Motilal Oswal retained its Buy rating with a target price of Rs 6,000.

The brokerage highlighted strong performance in the jewellery business, with jewellery EBIT rising 41%.

Titan’s growth outlook, jewellery demand and expansion strategy are expected to remain important factors for investors.

7. Delhivery Shares in Focus After Brokerage Call

Delhivery is also in focus after Motilal Oswal retained its Buy recommendation with a target price of Rs 570.

At the same time, wage and fuel costs are putting pressure on margins. Investors will therefore watch whether improving operating performance can offset cost pressures.

8. RITES Shares in Focus on HPCL MoU

RITES is likely to remain in focus after entering into a Memorandum of Understanding with HPCL.

The development could attract investor attention because of its potential business implications and future opportunities.

9. Inox Wind in Focus After Weak Q1 Earnings

Inox Wind shares are expected to remain under pressure following weak first-quarter earnings.

Investors will assess revenue growth, profitability, order inflows and the company’s execution outlook to determine the potential impact on the stock.

10. Emcure Pharma Gets USFDA EIR

Emcure Pharmaceuticals is in focus after receiving an Establishment Inspection Report (EIR) from the US Food and Drug Administration for its Gujarat facility.

US regulatory developments remain important for pharmaceutical companies because successful inspections and regulatory compliance can support their international business prospects.

11. Stocks to Watch Today

Apart from the major names above, investors should track:

• Titan
• Oil India
• Signature Global
• Emcure Pharma
• RITES
• Anawil Wire
• Anant Raj
• Nitin Spinners
• Akums Drugs
• Ambika Cotton

These stocks could see increased activity because of corporate announcements, earnings, analyst calls or other company-specific developments.

12. Broader Market Shows Strong Momentum

Broader market indices have extended their gains, with some small-cap stocks surging as much as 20%.

The sharp moves highlight continued interest in smaller companies, although investors should remain cautious because high volatility can increase downside risk.

13. Analyst Ratings: Stocks With Buy Calls

Several stocks have received positive recommendations from analysts:

• Trent — Buy, target Rs 3,775
• Time Technoplast — Buy, target Rs 280
• Swiggy — Buy, target Rs 350
• Signatureglobal India — Buy, target Rs 1,000
• Siemens Energy India — Buy, target Rs 4,100
• Samvardhana Motherson — Buy, target Rs 178
• Pearl Global — Buy, target Rs 2,650
• Life Insurance Corporation — Buy, target Rs 480
• JK Lakshmi Cement — Buy, target Rs 700

Other calls include:

• Hero MotoCorp — Hold, target Rs 6,000
• Deepak Nitrite — Sell, target Rs 1,500
• TCI Express — Neutral, target Rs 570

These analyst views can influence short-term sentiment but should not be treated as guaranteed price targets.

14. IPO Market Remains Busy

The IPO market is expected to remain active, with reports indicating around Rs 7,700 crore worth of nine IPOs heading toward Dalal Street and several new listings scheduled.

Key IPO-related developments include:

• Molbio Diagnostics IPO
• Dhoot Transmission IPO
• Shiprocket IPO
• LEAP India IPO
• Spinny IPO plans
• Brookfield-backed Altius Telecom Infrastructure Trust IPO

Shiprocket has set a price band of Rs 92–97, while Altius Telecom Infrastructure Trust has filed IPO papers and is reportedly looking to raise around Rs 6,000 crore.

15. Oil and Gold in Focus

Crude oil remains a major market variable as uncertainty around the Strait of Hormuz continues.

Gold, meanwhile, is holding relatively steady after recording weekly gains.

For Indian equities, higher crude prices could increase concerns over inflation and the country’s import bill, while gold may continue to attract investors seeking protection against geopolitical and economic uncertainty.

16. India’s Rupee and Foreign Investment

The rupee settled almost flat, gaining just 2 paise at Rs 95.20 against the US dollar.

Indian authorities are also holding discussions with foreign portfolio investors in an effort to revive foreign investment.

The direction of the rupee and FPI flows will remain important for the domestic equity market.

17. UPI Growth Slows

UPI transaction volume growth has slowed to 23.5% in FY27, compared with 33.5% in FY26.

The development is relevant for India’s fintech and digital payments ecosystem. UPI transactions remain free for users, while discussions around the impact of merchant discount rates continue.

18. Important Government and Economic Developments

Several policy developments could influence Indian businesses and markets:

• Government is considering raising the CCEA approval threshold for FDI proposals to Rs 15,000 crore.
• Parliamentary panels are seeking deeper India-US cooperation in AI, quantum technology and semiconductors.
• India-led BRICS discussions have backed an MSME finance plan.
• The government said it has paid Rs 27.8 lakh crore to farmers under MSP procurement since 2014.
• The government is preparing contingency plans for 342 districts because of possible El Niño effects.
• S&P has warned that El Niño could push up food prices, although India’s grain stocks could provide some protection.

19. Corporate Developments to Watch

Several major corporate stories could influence sector-specific sentiment:

Maruti Suzuki

Maruti Suzuki plans to launch seven SUVs and expects India’s car market to reach 6.1–6.3 million units.

Dixon Technologies

Dixon CEO Atul Lall expects the Vivo joint venture to be concluded within two months, with numbers expected to start reflecting from Q3.

Godrej Properties

Godrej Properties expects operating cash flow of around Rs 20,000 crore, supported by strong sales growth.

Titan

Titan management continues to see growth opportunities across its businesses.

Trent

Trent’s margin improvement and aggressive expansion remain central to its growth story.

20. Q1 Earnings: Stocks Reporting Major Profit Changes

The June 2026 quarter has produced several notable earnings developments:

Positive earnings surprises include:

• Apollo Micro Systems — consolidated net profit up 45.38%
• Atul Auto — consolidated net profit up 168.81%
• Lambodhara Textiles — standalone net profit up 65.28%
• IFGL Refractories — consolidated net profit up 57.82%
• Akums Drugs & Pharmaceuticals — consolidated net profit up 57.55%
• Golkunda Diamonds & Jewellery — standalone net profit up 63.69%
• Ceigall India — consolidated net profit up 15.27%
• Medi Assist Healthcare Services — consolidated net profit up 23.57%

Stocks reporting declines or losses include:

• Delhivery — consolidated net profit down 64.95%
• HBL Engineering — consolidated net profit down 23.86%
• WEP Solutions — standalone net profit down 37.04%
• Mangalam Cement — standalone net profit down 43.99%
• Aditya Birla Fashion & Retail — consolidated net loss of Rs 215.24 crore
• RNFI Services — consolidated net profit down 11.58%

These results could drive significant stock-specific volatility during Monday’s trading session.

21. Stocks Facing Additional Regulatory and Legal Attention

Investors should also monitor regulatory and legal developments involving major companies.

The Supreme Court’s decisions involving Airtel and Vodafone Idea provide relief regarding the one-time spectrum charge ruling. Dabur has also received relief after a high court stayed an FSSAI order concerning its “100% pure” claims.

Other legal developments involve Reliance, Zee, Blinkit, Nykaa and regulatory action concerning consumer-facing companies.

22. Key Global Cues for Indian Stock Market Today

The major global factors to watch on August 10 include:

• US and Asian equity market performance
• Brent crude oil prices
• Strait of Hormuz uncertainty
• US Treasury yields
• India-US and Iran-related geopolitical developments
• Global inflation data
• China economic indicators
• Foreign institutional investor flows
• Q1 earnings
• Movement in the Indian rupee

These factors could determine whether the Nifty and Sensex sustain early gains or face selling pressure.

Indian Stock Market Today: What Investors Should Watch

The Indian stock market enters Monday’s session with a cautiously positive setup. GIFT Nifty signals a steady opening, while gains in Asian markets and Wall Street provide support.

At the same time, rising crude oil prices, geopolitical uncertainty and higher US yields remain important risks.

On the stock-specific front, Titan, Delhivery, RITES, Inox Wind, Emcure Pharma, Oil India, Signature Global and several other stocks could see increased trading activity.

With IPO activity also picking up and the Q1 earnings season continuing, investors should expect stock-specific volatility throughout the session.

Key takeaway: The broader market trend remains constructive, but traders should closely monitor crude oil, global markets, FII flows, the rupee and Nifty price action before making fresh positions.