💢Mixed start to Asia-Pac stocks following the weak handover from Wall St after US President Trump sent tariff letters to over a dozen countries but also pushed back the tariff deadline to August 1st: ASX 200 (-0.5%), Nikkei 225 (+0.3%), KOSPI (+0.3%)

💢Stocks in Ban: RBLBANK

💢STOCKS TO WATCH: PN GADGIL JEWELLERS, ORIANA POWER, JAMMU & KASHMIR BANK, TITAN CO, PHOENIX MILLS, TATA MOTORS, JSW INFRA, BRIGHT OUTDOOR MEDIA, EUREKA FORBES, KOTAK MAHINDRA BANK, LODHA DEVELOPERS, REFEX INDUSTRIES, KRSNAA DIAGNOSTICS, USHA FINANCIAL SERVICES, HAZOOR INFRA PROJECTS

💥PN Gadgil Jewellers: Co Says Retail Segment Achieves 19.4% Growth In Q1 Same Store Sales Growth At 8% In Q1 Co Plan To Launch 7 To 9 New Stores In Q2 Fy26 Co Launched Two New Showrooms In Q1, Total Store Count Now 55 Q1 Revenue Excluding Refinery Grew 30.4% (Yoy)

💥Oriana Power: Co Receives Loa For 125 Mw/250 Mwh Battery Energy Storage Project || Broad Consideration For Order Is 4.65b Rupees

💥Jammu & Kashmir Bank: Investor Mukul Mahavir Agarwal Name Appears In Co Shareholding With 1.27% Stake

💥Titan Co: Co Says Consumer Business Grew 20% (Yoy) In Q1 Domestic Business Grew 19% (Yoy) In Q1 Co International Business Grew 49% (Yoy) Led By Doubling Of Tanishq's Business In Us In Q1

💥Phoenix Mills: Co Says Retailer Sales Grow 12% (Yoy) In Q1 Fy26 || Gross Residential Sales 1.68b Rupees In Q1 Fy26 Vs 500m Rupees Yr Ago

💥Tata Motors: Jlr Wholesales In Q1 Fy26 Were 87,286 Units, Down 10.7% Vs. Q1 Fy25 Planned Wind Down Of Legacy Jaguar Models And Us Tariffs Impacted Volumes As Expected In Q1 JIr Retail Sales In Q1 Fy26 Were 94,420 Units, Down 15.1% Uk Was Most Impacted By The Planned Cessation Of The Legacy Jaguar Models In Q1 Jlr Wholesale Volumes Q1 North America Down 12.2% (Yoy)

💥Jsw Infra: Co Received Loa For Reconstruction From Syama Prasad Mookerjee Port Authority Loa To Develop Container Berths At Kolkata Port Estimated Capex Of 7.4b Rupees, Construction Timeline Of Two Years

💥Bright Outdoor Media: Co Has Unveiled A Landmark 40x40 Ft Dual-format Billboard At Ghatkopar On Mumbai's Eastern Express Highway

💥Eureka Forbes: Co Partners With Dixon Technologies To Expand Robotic Vacuum Cleaner Portfolio

💥Kotak Mahindra Bank: Total Deposit Average For June 2025 At 4.92 Trillion Rupees, Up 12.9% (Yoy) || Net Advances As On June 30 Up 14.0% (Yoy)

💥Lodha Developers: Collections Reach 28.8b Rupees In Q1 (+7% Yoy) || Achieves 44.5b Rupees Pre-sales In Q1 (+10% Yoy)

💥Refex Industries: Co Gets Order Worth About 2.50b Rupees

💥Krsnaa Diagnostics: Co Has Received A New Loa From The Government Of Rajasthan For Providing Laboratory Services Under The Free Diagnostics Initiative, Following A Favourable Order From The Hon'ble High Court Of Rajasthan

💥Usha Financial Services: Co Board Approval Of Issuance Of Bonus Shares In Ratio Of 1:1

💥Hazoor Infra Projects: Co Achieves Provisional Cod For Nh-66 Project In Maharashtra

💢Asia-Pac stocks begin mixed following the similar performance stateside where tariff updates remained in focus after the US flagged more tariff letters and President Trump suggested a 50% tariff on copper: ASX 200 (-0.3%), Nikkei 225 (+0.2%), KOSPI (-0.1%)

💢Stocks in Ban: RBLBANK

💢STOCKS TO WATCH: PURAVANKARA, B.R.GOYAL INFRA, JSW STEEL, TATA STEEL, VARROC ENGINEERING, 5PAISA CAPITAL, SUPREME INDUSTRIES, BAJEL PROJECTS, SYNERGY GREEN INDUSTRIES, ASHAPURA MINECHEM, DIXON TECHNOLOGIES, UNION BANK OF INDIA, TOLINS TYRES, GP PETROLEUMS, SIGNATURE GLOBAL

💥Puravankara: Co Selected For Redevelopment In Chembur, Mumbai || Development Potential Over 1.2 MIn Sq Ft, Gdv 21b Rupees

💥B.r.goyal Infra: Co Reports 8.37% Order Book Growth To 14.23b Rupees As Of June 30

💥Jsw Steel: Co Reports 7.26m Tonnes Crude Steel Production Q1 Fy26 || Crude Steel Production Was Higher By 14% (Yoy) In Q1

💥Tata Steel: Q1 Crude Steel Production 5.26 Million Tons, Deliveries 4.75 Million Tons Co Says Operations Resumed At Ninl, Reline Of G Blast Furnace Expected To Be Completed In July 2025 Eaf Project Progressing With Construction At Port Talbot On Course To Start This Month

💥Varroc Engineering: Co Receives Arbitration Request From Opmobility Lighting Holding || Claims Quantum Is $ 66.4m And Legal Costs

💥5paisa Capital: Q1 SI Net Profit 115m Rupees Vs 201m (Yoy); 100m (Qoq) || Q1 Revenue 777m Rupees Vs 1b (Yoy)

💥Supreme Industries: Co Receives Loa From Bharat Petroleum For Lpg Cylinders || Order Valued At 540m Rupees

💥Bajel Projects: Co To Triple Galvanization Capacity At Ranjangaon Facility With ₹170 Cr Investment

💥Synergy Green Industries: Co Receives 3.3 Mw Turbine Parts Order From Adani Wind || Co Says Order Book With Adani Wind Projected To Double To 400m Rupees In Fy26

💥Ashapura Minechem: Co Resolves Tax Dispute And Restores ₹259.20 Crore Losses

💥Dixon Technologies: Co Forms Joint Venture With Signify Innovations - Lightanium Technologies To Operate As An Original Equipment Manufacturer (Oem) For Lighting Products And Accessories

💥Union Bank Of India: Domestic Retail Advances Grew By 25.6% (Yoy) || Domestic Deposits Grew 3.62% (Yoy)

💥Tolins Tyres: Co Has Announced The Incorporation Of A Wholly Owned Subsidiary Named Terra Rubber Pvt Ltd To Expand Its Presence In The Rubber Recycling Industry

💥Gp Petroleums: Signs Manufacturing And Marketing Agreement With Nigeria-based Delta Fuel

💥Signature Global: Co Reports 26.4 Billion Pre-sales In Q1 Fy26 With Strong Sales Momentum || Co Remains Confident In Meeting Its Fy26 Guidance, Supported By A Strong Pipeline Of 49.8 Million Sq. Ft. Of Ongoing And Upcoming Projects And A 57% Sales Cagr From Fy21 To Fy25

💢Asia-Pac stocks begin with a mostly positive bias following the gains on Wall St although Japan lags owing to recent currency strength, while participants digest the latest batch of Trump tariff letters: ASX 200 (+0.5%), Nikkei 225 (-0.5%), KOSPI (+0.1%)

💢Stocks in Ban: RBLBANK, HINDCOPPER

💢STOCKS TO WATCH: MODI'S NAVNIRMAN, ENVIRO INFRA ENGINEERS, PENINSULA LAND, EMCURE PHARMA, INDOSOLAR, SHUKRA PHARMACEUTICALS, SYRMA SGS, GAIL, NCL INDUSTRIES, OIL INDIA, IDBI BANK, SBI

💥Modi's Navnirman: Co Announces Migration To Main Board Of Bse And Nse With 100% Shareholder Voting In Favour

💥Enviro Infra Engineers: Co Enters Jv With Altorapro Infrastructure || Jv Gets Contract Valued At 3.96b Rupees

💥Peninsula Land: Co Buys Land Parcels In Alibaug And Karjat Partners Commit 2.16b Rupees Towards Re Platform Projects Co Has Recently Set Up 7.65b Rupees Real Estate Development Platform

💥Emcure Pharma: Co Says Us Fda Conducted Pre-approval Inspection At Emcure's Sanand Facility || The Inspection Concluded Without Issuance Of Form 483 (Zero Observations)

💥Indosolar: Waaree Energies To Sell Up To 1m Shares Of Co Via Offer For Sale || Floor Price For The Offer At 265 Rupees/share

💥Shukra Pharmaceuticals: Co Has Announced The Opening Of Four New Branch Offices In Mumbai, Gurgaon (Ncr), Bangalore, And Kolkata As Part Of Its Strategic Growth Initiative

💥Syrma Sgs: Co Addresses Rumors, Confirms Progress On ₹1,800-crore Pcb Plant In Andhra Pradesh

💥Gail: Co Signs 15-year Gas Sale And Purchase Agreement With Oil India || Deal To Supply Upto 900,000 Scmd Of Natural Gas From Oil India's Rajasthan Fields

💥Ncl Industries: Cement Production Down 5% Y/y To 634,256 Mt In Q1 || Cement Dispatches Down 4% Y/y Το 628,384 Mt In Q1

💥Oil India: Co And Gail Signs 15-year Gas Sale And Purchase Agreement For Supply Of Up To 900,000 Scmd Of Natural Gas From Co's Rajasthan Fields

💥Idbi Bank: India Govt To Complete Idbi Stake Sale By October Govt Source

💥Sbi: Bank To Launch Its Qualified Institutional Placement Soon Govt Source

💢Stocks in Ban: RBLBANK, HINDCOPPER

💢STOCKS TO WATCH: KPIT TECH, TATA CONSULTANCY SERVICES, GLENMARK, POPULAR VEHICLES & SERVICES, CONSOLIDATED CONSTRUCTION CONSORTIUM, TATA ELXSI, ANAND RATHI WEALTH, BIRLA CORP, ZEEL, TOURISM FINANCE CORP, IREDA, AEGIS VOPАК TERMINALS, OSWAL PUMPS, JSW INFRA

💥Kpit Tech: Sebi Adjudication Order On Front Running In Scrip Of Kpit Tech - Bbg

💥Tata Consultancy Services: Q1 Cons Net Profit 127.6b Rupees Vs 122.24b (Qoq); Est 121.27b || Q1 Revenue 634b Rupees Vs 644.8b (Qoq); Est 642.06b

💥Glenmark: Co's Igi Partners With Abbvie For Global Commercialization Of Oncology Drug Isb 2001

💥ago Equity Popular Vehicles & Services: Co Subsidiary Receives Loi To Set Up Ather Facilities In Chennai

💥Consolidated Construction Consortium: Co Secures 200.13 Crore Orders Under Buildings & Factories Vertical For Fy 2025-26

💥Tata Elxsi: Q1 SI Net Profit 1.44b Rupees Vs 1.84b (Yoy) || Q1 Revenue 8.92b Rupees Vs 9.26b (Yoy)

💥Anand Rathi Wealth: Q1 Cons Net Profit 936m Rupees Vs 732m (Yoy) || Q1 Revenue 2.74b Rupees Vs 2.38b (Yoy)

💥Birla Corp: Co Declared 'preferred Bidder' For Limestone Block || Limestone Block Situated In Rajasthan Over An Area Of 160.3882 Hectares

💥Zeel: Investors Reject Proposal To Issue Warrants To Key Shareholder Entities || 40.49% Public Investors Voted Against Warrant Issue To Key Shareholder Entities

💥Tourism Finance Corp: Co Approves Stock Split In Ratio 1 Equity Share Of The Co Having Face Value Of Rs. 10 Each, Into 5 Equity Shares Having Face Value Of Rs.2

💥Ireda: Q1 SI Net Profit 2.5b Rupees Vs 3.8b (Yoy) || Q1 Revenue 19.5b Rupees Vs 15b (Yoy)

💥Aegis Vopak Terminals: Aegis Logistics To Transfer Lpg Terminal To Co || Aegis Logistics To Transfer Lpg Terminal To Co For 4.28b Rupees

💥Oswal Pumps:q4 Cons Net Profit 639m Rupees Vs 286m (Yoy) || Q4 Revenue 3.65b Rupees Vs 2.3b (Yoy)

💥Jsw Infra: Approval Of Co's Resolution Plan For Ncr Rail Infrastructure