PM MODI’S 10 BIG IndependenceDay2025 ANNOUNCEMENTS 🇮🇳

1️⃣ Indus Treaty: Blood & water won’t flow together.

2️⃣ Op Sindoor: Deep strikes, zero tolerance to terror.

3️⃣ Farmers First: No anti-farmer/fisher/dairy policy.

4️⃣ Made-in-India fighter jet engines.

5️⃣ GST 2.0 by Diwali: Lower rates, less compliance.

6️⃣ Atmanirbhar Defence push.

7️⃣ ‘Samudra Manthan’ oil & gas mission.

8️⃣ 1 Cr jobs – Rozgar Yojana.

9️⃣ Ratings upgrades = Global trust.

🔟 Defence doctrine: Retaliate on our terms.

Quarterly Result Update (Q1FY26)

Vishal Mega Mart Limited

(Consolidated - Jun 2025 vs Jun 2024)

🔸 Revenue up 21% to Rs. 3,140 crore versus Rs. 2,596 crore.

🔸 Ebitda up 25.6% to Rs. 459 crore versus Rs. 366 crore.
🔸 Net Profit up 37% to Rs. 206 crore versus Rs. 150 crore.

(Consolidated - Jun 2025 vs Mar 2025)

🔸 Revenue up 23.3% to Rs. 3,140 crore versus Rs. 2,548 crore.

🔸 Ebitda up 28.6% to Rs. 459 crore versus Rs. 357 crore.

🔸 Net Profit up 79% to Rs. 206 crore versus Rs. 115 crore.

Morning Alert..

Govt seeks to revamp entire tax system with GST reform, Income-Tax Bill
The central government’s proposal for a structural overhaul of the goods and services tax (GST), along with the Income-Tax Bill recently passed by Parliament, will lead to a complete revamp of both the direct and indirect tax system in the country, said a senior government official. “This is a complete revamp of the direct and indirect tax system. It will take the GST Council at least two meetings to go through all the item-wise changes in slabs. The inclusion of petrol and diesel under GST has been deferred for the time being in view of the prevailing energy sector uncertainties. It may be taken up in the next round of GST reforms,” the official said, requesting anonymity. The Centre has proposed a two-tier GST with 5 per cent and 18 per cent slabs, along with a 40 per cent slab for a few items in the sin goods category. The removal of the compensation cess will coincide with the rationalised and reduced rates. Further simplification of the input tax credit system will be undertaken as part of this round of GST reform. Capacity building by way of strength­ening GST tribunals is also in the works. If endorsed by all states, the proposal — being examined by the Group of Ministers (GoM) for rate rationalisation headed by Bihar Deputy Chief Minister Samrat Choudhary — will lead to the abolition of the existing 12 per cent and 28 per cent slabs in the GST. While inaugurating two major national highway projects worth ₹11,000 crore on Sunday, Prime Minister Narendra Modi said the Centre had circulated the draft of the next-generation GST reforms among states and sought their cooperation to implement the proposal before Diwali. “For us, reform means the expansion of good governance,” Modi said, adding that several major reforms would be introduced in the coming days to make both life and business easier.

Global market action
Dow Jones – Up by 0.17% or 76.02 points
FTSE – Down by 0.42% or 38.34 points
CAC – Up by 1.50% or 118.48 points
DAX – Down by 0.07% or 18.20 points
Gift Nifty – Up by 1.36% or 334.50 points

FII/DII activities
FII – Sold 1926.76Cr worth of shares
DII – Bought 3895.68Cr worth of shares.

Major Indian Indices PE
Nifty 50 – 21.7x
Nifty Bank – 15.1x

Stocks with high delivery percentage
Adani Energy Solutions Ltd – 92.1%
SKF India Ltd – 89.1%
Kama Holdings Ltd – 88.2%
Can Fin Homes Ltd – 85.6%
Grindwell Norton Ltd – 83.8%

Primary market activities
IPO opening today
Studio LSD Ltd (NSE SME) – Issue size 70.13Cr

Listing today
ANB Metal Cast Ltd (NSE SME) – Subscribed 2.22x
Medistep Healthcare Ltd (NSE SME) – Subscribed 382.14x

Commodities updates
Gold – Rs 99850/10gm, Silver – Rs 113976/kg, Brcrude – Rs 5605/barrel, Copper – Rs 887.70/kg.

Corporate News
IiAS opposes Hindustan Zinc CEO's reappointment over remuneration terms.

Bidders file fresh JAL plans as CoC weighs challenge round decision.

First test levels completed 🏌‍♂

Ready To Break 152🚀🚀🚀🚀💥

Stallion now trailing high at 158🚀🚀🚀🚀

Morning Note :

Flat opening expected to be seen for Indian equities while expected to consolidate at higher levels.

Global Peers’ Update: Asian equity indices opened in the red zone while resistive move has seen on lack of fresh cues. U.S. equity index futures are trading in a range as investors stuck to the sidelines in want of more economic cues from the Jackson Hole Symposium and a host of major retail earnings due this week.

Sectors to Watch: Consumer Durables, Energy, Telecom and Selective Metals stocks expected to remain on focus during the day.

GIFT NIFTY Price 24969.0 Adjusted Change: +2.0 Points, Percent Change: +0.01%

Technical Levels: Nifty Near Future

Support: 24862.0/24790.0
Resistance: 25092.0/25124.0

Technical Levels: Bank Nifty Near Future

Support: 55698.0/55503.0
Resistance: 56106.0/56245.0

🚀🚀 AARVEE DENIM 🚀🚀

Stock making Higher highs now trading at day high levels 187

🚀🚀🚀🚀🚀🚀

🚀 Regal Resources

Fast Mover🚀

Hold Patiently 🚀

Listing On Wednesday In B Group Nse/ Bse Mai board Category

- Regaal Resources is one of the largest maize-based speciality product manufacturers in India with scalable operations.

- The company benefits from a strategic location near key raw material sources and export corridors to Nepal and Bangladesh.

- A zero liquid discharge facility highlights the company's commitment to sustainability and environmental compliance.

- Revenue nearly doubled from ₹489 crore in FY23 to ₹918 crore in FY25, showing robust growth.

- The IPO valuation at around 22 times FY25 earnings is considered fair, supporting long-term investment potential.

- Proceeds from the IPO will be used to reduce debt, strengthening the company’s financial health.
-

Morning Alert..
*Govt set to log out real-money games; Bill to be tabled on Wednesday*
The government has finalised a draft legislation to ban all forms of online real-money gaming (RMG) in India and will introduce it in Parliament on Wednesday. The draft Bill, cleared by the Union Cabinet on Tuesday, is likely to bar “offering, aiding, abetting, inducing, or otherwise in the offering of any online money gaming service and declares it as an offence”, according to a person in the know. Aimed at curbing the sharp spike in online gaming addiction among children and youth that has triggered mental health issues and financial losses, the Bill also bans any person and advertisement from promoting online money games. Furthermore, the draft Bill has also proposed that banks, financial institutions, or any other person should not facilitate any transactions related to online real-money games, the sources said. According to the Lok Sabha’s updated list of business for Wednesday, the “Promotion and Regulation of Online Gaming Bill, 2025” is scheduled for introduction. The development has taken the industry by surprise, with several executives terming it a death knell for the online real gaming sector.

*Global market action*
Dow Jones – Down by 0.11% or 49.43 points
FTSE – Up by 0.34% or 31.48 points
CAC – Up by 1.15% or 95.03 points
DAX – Up by 0.44% or 108.30 points
Gift Nifty – Down by 0.20% or 49.50 points

*FII/DII activities*
FII – Sold 634.26Cr worth of shares
DII – Bought 2261.06Cr worth of shares.

*Major Indian Indices PE*
Nifty 50 – 22x
Nifty Bank – 15.2x

*Stocks with high delivery percentage*
UBL Ltd - 81.9%
Berger Paints India Ltd - 80%
Whirlpool of India Ltd - 79.6%
Alivus Lifesciences Ltd - 79.4%
The Indian Hotels Company Ltd - 79%

*Primary market activities*
IPOs opening today
Mangal Electrical Industries Ltd (main board) - Issue size 400Cr

Listing today
Regaal resources Ltd (Main board) - Subscribed 159.87x
Mahindra realtors & infra Ltd (NSE SME) - Subscribed 25.15x

*Commodities updates*
Gold - Rs 98710/10gm, Silver - Rs 111358/kg, Brcrude - Rs 5426/barrel, Copper - Rs 874.30/kg.

*Corporate news*
Branded homes in high demand; IHCL, Marriott tie up with developers.

Emami Agrotech enters branded staples market, targets ₹2K cr in 5 years.

Ramco Cements eyes Rs 16K cr revenue in 5 years, launches Hard Worker brand.