Daily Market Update - 14th August 2026 by Ventura Securities Ltd
Market Outlook:
Indian equity markets are expected to open marginally positive following gains across global markets. US equities ended higher on 13th August 2026, with the S&P 500 gaining 50.69 points (+0.65%), Dow Jones rising 69.72 points (+0.13%) and Nasdaq advancing 341.90 points (+1.15%). Gift Nifty gained 8 points (+0.03%), indicating a flat-to-positive opening for domestic markets. However, broader market breadth remained cautious, with NSE advance-decline ratio at 1,688:1,698 and BSE at 2,141:2,190, reflecting a neutral-to-negative bias. Near-term market direction is likely to remain influenced by global cues, institutional flows, currency movement and sector-specific earnings developments.
FII and DII Activity:
Institutional flows remained divergent, with foreign investors turning net sellers while domestic institutions continued to provide market support. FIIs recorded net selling of ?511 crore, with gross purchases of ?14,492 crore and sales of ?15,003 crore. On the other hand, DIIs remained strong buyers with net inflows of ?4,353 crore, supported by gross purchases of ?16,565 crore and sales of ?12,212 crore, highlighting continued domestic liquidity support amid cautious foreign participation.
Sector Activity:
Sectoral performance remained mixed, with buying interest visible in FMCG (+0.8%), Consumer Durables (+0.5%), Construction (+0.4%), IT (+0.4%), PSE (+0.3%) and Auto (+0.1%). On the other hand, Metals (-1.1%), Private Banks (-0.5%), Financial Services (-0.4%), Oil & Gas (-0.4%) and Pharma (-0.3%) witnessed selling pressure. Mid and small-cap segments outperformed, with Nifty Midcap 100 and Nifty Smallcap 250 gaining 0.2% each, indicating selective participation beyond large caps.
F&O Activity:
Derivative positioning indicated selective stock-specific accumulation, with fresh Long buildup seen in DRREDDY, JUBLFOOD, PIIND and BDL, supported by positive price action. Short buildup was observed in PAGEIND, JIOFIN, ULTRACEMCO and FORCEMOT, reflecting cautious positioning in select counters. Long Unwinding was visible in LICI, BHEL, HEROMOTOCO and MANAPPURAM, while Short Covering emerged in MARICO, DIXON, NYKAA and BHARATFORG. Overall, F&O activity suggests traders are adopting a selective approach, balancing fresh long opportunities with profit booking in outperforming counters.
Top 5 News:
Tata Motors Passenger Vehicles: Q1FY27 net profit declined 78.54% YoY to ?859 crore due to supply-chain disruptions, commodity cost pressures and forex impact. Revenue increased 9% YoY to ?95,799 crore, with PV volumes growing 46% and EV volumes rising 112%.
LG Electronics India: Reported Q1FY27 net profit growth of 27.2% YoY to ?652.86 crore, while revenue increased 15.5% YoY to ?7,233 crore, driven by premium demand across televisions, air conditioners, washing machines and refrigerators.
Jubilant FoodWorks: Reported Q1FY27 consolidated net profit growth of 6% YoY to ?100 crore, with revenue increasing 14% YoY to ?2,569.65 crore, supported by growth in Domino’s and Popeyes businesses.
Solar Industries India: Reported strong Q1FY27 performance with net profit rising 89% YoY to ?666 crore and revenue increasing 70.26% YoY to ?3,668 crore. EBITDA margin stood at 27.7%, supported by explosives and defence segments, with order book at ?21,350 crore.
Black Box: Reported Q1FY27 revenue growth of 24% YoY to ?1,718.5 crore, with PAT at ?56 crore. Order backlog reached an all-time high of $949 million, supported by a $131 million US hyperscaler data centre order win.
Regards,
SMS subject to Disclosures and Disclaimer goo.gl/8bCMyQ
SEBI Registration No.: INH000001634
