03-October-2025
📈 Market Recap:
After a flat start, Nifty moved higher through the day with a positive bias and finally ended with a gain of 0.92 percent.
Nifty Midcap 100 index underperformed, closing positive with a smaller gain of 0.89 percent.
📊 Sector Performance:
• Top Performers: Financial Services, Media
• Lagging Sectors: PSU Bank, Oil & Gas
💰 Institutional Activity:
• FIIs: Net sellers of ₹1,605.2 crore
• DIIs: Net buyers of ₹2,916.14 crore
📉 FII Index Futures (Net Contracts):
• Nifty: -4,411
• Bank Nifty: 3,540
• Fin Nifty: -7
• Midcap Nifty: 163
• Nifty Next 50: -105
🔍 Options Market Insights:
• Significant Call side OI: 25,000 Call
• Significant Put side OI: 24,700 Put
• Put-Call Ratio (PCR): 1.24
• Max Pain: 24,800
• VWAP Range: 24,700 – 24,910
• Sentiment:
Higher Put writing vs Call writing → Bullish undertone
🔹 Source: www.nseindia.com
📈 Market Recap:
After a flat start, Nifty moved higher through the day with a positive bias and finally ended with a gain of 0.92 percent.
Nifty Midcap 100 index underperformed, closing positive with a smaller gain of 0.89 percent.
📊 Sector Performance:
• Top Performers: Financial Services, Media
• Lagging Sectors: PSU Bank, Oil & Gas
💰 Institutional Activity:
• FIIs: Net sellers of ₹1,605.2 crore
• DIIs: Net buyers of ₹2,916.14 crore
📉 FII Index Futures (Net Contracts):
• Nifty: -4,411
• Bank Nifty: 3,540
• Fin Nifty: -7
• Midcap Nifty: 163
• Nifty Next 50: -105
🔍 Options Market Insights:
• Significant Call side OI: 25,000 Call
• Significant Put side OI: 24,700 Put
• Put-Call Ratio (PCR): 1.24
• Max Pain: 24,800
• VWAP Range: 24,700 – 24,910
• Sentiment:
Higher Put writing vs Call writing → Bullish undertone
🔹 Source: www.nseindia.com
❤1
GIFTNifty lower, trading at a discount of nearly 30 points from Nifty Futures Thursday's close, indicates a start in the red for the Indian market
*WHAT HAPPENED OVERNIGHT*
-> SPX -0.28%, Nasdaq -0.08%
-> Gold fell 2% slipping back below $4000
-> UST 10y yield +3 bps to 4.14%
-> Dollar Index +0.48% to 99.39
-> Brent Oil -1.6% to $65.16
-> Powell didn’t discuss monetary policy in his remarks
-> Nvidia +1.8% on U.S. okaying chip sales to UAE
-> Tsy Sec Bessent said US will buy Argentine pesos
*WHAT HAPPENED OVERNIGHT*
-> SPX -0.28%, Nasdaq -0.08%
-> Gold fell 2% slipping back below $4000
-> UST 10y yield +3 bps to 4.14%
-> Dollar Index +0.48% to 99.39
-> Brent Oil -1.6% to $65.16
-> Powell didn’t discuss monetary policy in his remarks
-> Nvidia +1.8% on U.S. okaying chip sales to UAE
-> Tsy Sec Bessent said US will buy Argentine pesos
Quarterly Result Update (Q2FY26)
Tata Consultancy Services Limited
(Consolidated - Sept 2025 vs Sept 2024)
🔸 Revenue up 2.4% to Rs. 65,799 crore versus Rs. 64,259 crore
🔸 Ebitda up 7.5% to Rs. 17,978 crore versus Rs. 16,731 crore
🔸 Net Profit up 1% to Rs. 12,131 crore versus Rs. 11,955 crore
(Consolidated - Sept 2025 vs June 2025)
🔸 Revenue up 3.7% to Rs. 65,799 crore versus Rs. 63,437 crore
🔸 Ebitda up 6.5% to Rs. 17,978 crore versus Rs. 16,875 crore
🔸 Net Profit down 5% to Rs. 12,131 crore versus Rs. 12,819 crore
Our View:
TCS delivered strong operational performance with healthy revenue and EBITDA growth on both YoY and QoQ basis in Q2FY26. Margins expanded despite cost pressures. However, lower other income impacted profitability sequentially. The company continues to show resilience in a challenging environment.
Tata Consultancy Services Limited
(Consolidated - Sept 2025 vs Sept 2024)
🔸 Revenue up 2.4% to Rs. 65,799 crore versus Rs. 64,259 crore
🔸 Ebitda up 7.5% to Rs. 17,978 crore versus Rs. 16,731 crore
🔸 Net Profit up 1% to Rs. 12,131 crore versus Rs. 11,955 crore
(Consolidated - Sept 2025 vs June 2025)
🔸 Revenue up 3.7% to Rs. 65,799 crore versus Rs. 63,437 crore
🔸 Ebitda up 6.5% to Rs. 17,978 crore versus Rs. 16,875 crore
🔸 Net Profit down 5% to Rs. 12,131 crore versus Rs. 12,819 crore
Our View:
TCS delivered strong operational performance with healthy revenue and EBITDA growth on both YoY and QoQ basis in Q2FY26. Margins expanded despite cost pressures. However, lower other income impacted profitability sequentially. The company continues to show resilience in a challenging environment.
Options Writers Playbook
~ OI Concentration 25200/25000 put and 25400/25500 call
~ News flow has impacted global markets and is expected to have an impact on Asian markets too
~ Gift Nifty expected to open around 25200-25250 levels (Previous futures close was 25411)
~ Nifty failed to cross 25365, limiting the upside
~ OTM call options, after witnessing some jitters during the previous session should now be comfortable considering the pressure seen in global markets
~ OTM put writing seems to be safe play for now with safe zone seen at 24600 and below
~ Updated weekly expiry setup suggests - "Range bound movement with comfort levels seen at 24600-25365"
Tip ~ Just don't go by Open Interest (OI) build up for strike selection for option trades
Derivatives Research Desk
No Recommendation | Only for Analysis and Education Purpose
~ OI Concentration 25200/25000 put and 25400/25500 call
~ News flow has impacted global markets and is expected to have an impact on Asian markets too
~ Gift Nifty expected to open around 25200-25250 levels (Previous futures close was 25411)
~ Nifty failed to cross 25365, limiting the upside
~ OTM call options, after witnessing some jitters during the previous session should now be comfortable considering the pressure seen in global markets
~ OTM put writing seems to be safe play for now with safe zone seen at 24600 and below
~ Updated weekly expiry setup suggests - "Range bound movement with comfort levels seen at 24600-25365"
Tip ~ Just don't go by Open Interest (OI) build up for strike selection for option trades
Derivatives Research Desk
No Recommendation | Only for Analysis and Education Purpose
Forwarded from Amit K Arora
JAI SHRI RAM
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Please forward this to all your friends and relatives.
Equity Uplift
9794407618
equityuplift@gmail.com
Long Weekend don't let it go waste.
Learn how to trade profitably
This Shri Ram Navmi, LEARN FOR FREE an options trading strategy in a 2 hour Masterclass where you would learn the 3 most important question that arise in every traders mind.
WHAT TO BUY/SELL
WHEN TO BUY/SELL
HOW TO BUY/SELL
Register yourself for a Free Class on 28-Mar-2026 @ 11:00 AM
https://forms.gle/RSJoR37JRyTrA3F69
Please forward this to all your friends and relatives.
Equity Uplift
9794407618
equityuplift@gmail.com
Google Docs
Swing Trading - Basic (Equity Uplift)
News & Impact (Monday, 13th July, 2026)
US-Iran geo-political update - The US military has carried out multiple attacks across Iran, saying they were aimed at “degrading” Tehran’s ability to disrupt commercial vessels in the Strait of Hormuz.
Focus – Gift Nifty is down 0.7% or 211 points. FIIs were net buyers over Rs2600cr on Friday. India Inflation data. Active Equity Inflows in June month Increase by 26% led by Midcap Fund and SIPs at 3-month High. LT Finance, LTM, Indian Bank and Bank of Maharashtra announce impressive Q1 results. D-Mart announce inline with expected Q1 results. Actionable - MTAR Tech, Groww, Sansera Engineering, MRPL, Bank of India. Results - HCL Tech and ICICI Prudential
Market outlook Today – Domestic equities are expected to open on a weak note amid escalating geopolitical tensions between the US and Iran, a sharp rise in crude oil prices, and subdued cues from Asian markets. Brent crude has surged nearly 4% to around $80 per barrel following fresh exchanges of strikes between the US and Iran over the weekend. Adding to investor concerns, Iran has announced the closure of the Strait of Hormuz, a critical shipping route that handles nearly 20% of the world's energy supply. Meanwhile, GIFT Nifty is trading over 200 points, or 0.7%, lower, indicating a gap-down opening for Indian markets. Market sentiment is also likely to remain under pressure due to expectations that the US Federal Reserve may hike interest rate this year, along with weakness in US index futures. The combination of rising geopolitical risks, elevated crude oil prices, and weak global market cues could weigh on investor confidence in the near term. However, several domestic factors may help cushion the downside. Encouraging quarterly earnings, favourable monsoon progress, and sustained foreign institutional investor (FII) buying are expected to provide support at lower levels. Better-than-expected Q1 results from TCS, along with strong quarterly business updates from select PSU banks and NBFCs, have reinforced optimism around corporate earnings. FIIs remained net buyers of over ₹4,500 crore during the week, reflecting renewed confidence in Indian equities and a return of foreign inflows. Going forward, market performance is likely to remain stock- and sector-specific. Investors may consider adopting a buy-on-dips strategy, while closely monitoring developments in the Middle East and movements in crude oil prices, as any easing in geopolitical tensions and moderation in oil prices could significantly improve overall market sentiment.
Sector-wise outlook:
Focus on PSU Bank and NBFC stocks – Expect positive for PSU Banks after Indian Bank and L&T Finance announce impressive Q1 results
Focus on defence stocks – Expect positive for defence stocks due to strong order book and hope of good quarterly results
Focus on upstream oil companies – Expect positive for upstream oil companies due to benefit of surging oil price.
Focus on IT stocks – Expect positive for IT stocks after tech major TCS announce impressive Q1 results.
Focus on Nuclear power related stocks – Expect positive for Nuclear power related stocks after Australia, India Finalize Deal for Uranium Export
Asian Market Trend - Asian markets declined following a flare-up in US-Iran tensions, as renewed military strikes and disputes over the Strait of Hormuz sparked inflation and supply chain fears. Both Japan and South Korea Index slipped 6% and 2% respectively.
US market Update ¬– US equity indexes closed higher Friday amid a broad-based rally after the US and Iran displayed progress in resolving the conflict diplomatically. Talks between the US and Iran over a permanent peace deal are continuing, Bloomberg reported. Both Dow Jones and Nasdaq Composite gained 0.3% each.
US-Iran geo-political update - The US military has carried out multiple attacks across Iran, saying they were aimed at “degrading” Tehran’s ability to disrupt commercial vessels in the Strait of Hormuz.
Focus – Gift Nifty is down 0.7% or 211 points. FIIs were net buyers over Rs2600cr on Friday. India Inflation data. Active Equity Inflows in June month Increase by 26% led by Midcap Fund and SIPs at 3-month High. LT Finance, LTM, Indian Bank and Bank of Maharashtra announce impressive Q1 results. D-Mart announce inline with expected Q1 results. Actionable - MTAR Tech, Groww, Sansera Engineering, MRPL, Bank of India. Results - HCL Tech and ICICI Prudential
Market outlook Today – Domestic equities are expected to open on a weak note amid escalating geopolitical tensions between the US and Iran, a sharp rise in crude oil prices, and subdued cues from Asian markets. Brent crude has surged nearly 4% to around $80 per barrel following fresh exchanges of strikes between the US and Iran over the weekend. Adding to investor concerns, Iran has announced the closure of the Strait of Hormuz, a critical shipping route that handles nearly 20% of the world's energy supply. Meanwhile, GIFT Nifty is trading over 200 points, or 0.7%, lower, indicating a gap-down opening for Indian markets. Market sentiment is also likely to remain under pressure due to expectations that the US Federal Reserve may hike interest rate this year, along with weakness in US index futures. The combination of rising geopolitical risks, elevated crude oil prices, and weak global market cues could weigh on investor confidence in the near term. However, several domestic factors may help cushion the downside. Encouraging quarterly earnings, favourable monsoon progress, and sustained foreign institutional investor (FII) buying are expected to provide support at lower levels. Better-than-expected Q1 results from TCS, along with strong quarterly business updates from select PSU banks and NBFCs, have reinforced optimism around corporate earnings. FIIs remained net buyers of over ₹4,500 crore during the week, reflecting renewed confidence in Indian equities and a return of foreign inflows. Going forward, market performance is likely to remain stock- and sector-specific. Investors may consider adopting a buy-on-dips strategy, while closely monitoring developments in the Middle East and movements in crude oil prices, as any easing in geopolitical tensions and moderation in oil prices could significantly improve overall market sentiment.
Sector-wise outlook:
Focus on PSU Bank and NBFC stocks – Expect positive for PSU Banks after Indian Bank and L&T Finance announce impressive Q1 results
Focus on defence stocks – Expect positive for defence stocks due to strong order book and hope of good quarterly results
Focus on upstream oil companies – Expect positive for upstream oil companies due to benefit of surging oil price.
Focus on IT stocks – Expect positive for IT stocks after tech major TCS announce impressive Q1 results.
Focus on Nuclear power related stocks – Expect positive for Nuclear power related stocks after Australia, India Finalize Deal for Uranium Export
Asian Market Trend - Asian markets declined following a flare-up in US-Iran tensions, as renewed military strikes and disputes over the Strait of Hormuz sparked inflation and supply chain fears. Both Japan and South Korea Index slipped 6% and 2% respectively.
US market Update ¬– US equity indexes closed higher Friday amid a broad-based rally after the US and Iran displayed progress in resolving the conflict diplomatically. Talks between the US and Iran over a permanent peace deal are continuing, Bloomberg reported. Both Dow Jones and Nasdaq Composite gained 0.3% each.
European Market – European markets are witnessing mixed performance as traders reduced exposure ahead of the weekend, with a fragile truce in the Middle East keeping geopolitical risk in focus. Germany Index gained 0.2% while marginally declined France Index
Gold – Gold price decline 2% to $40400/ounce as investors assessed renewed fighting in the Middle East and the prospects for interest-rate hikes to combat inflation.
Brent Crude -. Crude oil prices rose 3% to $79/bbl after the US and Iran traded fresh round of strikes over the weekend. Iran announced that the Strait, a key waterway, which controls 20% of the global energy supply, will be closed.
FIIs – FIIs were net buyers Rs2603cr. FIIs were net buyers Rs4573cr this month
DIIs – DIIs were net buyers R2020scr. DIIs were net buyers Rs11265cr this month
Previous Day Market Summary – Equity benchmark indices ended sharply higher, with the Sensex surging over 800 points and the Nifty reclaiming the 24,200 mark, supported by positive global cues, a sharp decline in crude oil prices, easing geopolitical tensions between the US and Iran, and encouraging Q1 performance from TCS and banks, all of which boosted investor sentiment. The Nifty 500 advance-decline ratio stood at 4:1, indicating broad-based buying across the market. The Sensex gained 827 points, or 1.08%, to close at 77,569, while the Nifty advanced 244 points, or 1.02%, to settle at 24,206 on account strong quarterly business updates, steady monsoon progress, robust global market performance, lower crude oil prices, and easing geopolitical concerns remained supportive of market sentiment.
Nifty Technical level – Nifty formed a bullish candle on the daily frame while a spinning top candles on the weekly frame. It witnessed a volatile week but continues to form higher highs from the last four weeks. Now it has to hold above 24200 zones for an up move towards 24350 then 24500 levels while on the downside support can be seen at 24050 then 23900 zones.
Bank Nifty Technical Level – Bank Nifty formed a bullish candle on the daily scale as buying is visible at lower levels and is holding well above its 10 DEMA. On the weekly scale it formed a Doji sort of a candle with long lower shadow as multiple supports are intact at lower zones. Now it has to hold above 58000 zones for an up move towards 58500 then 59000 levels while on the downside support is seen at 57750 then 57500 zones.
Brokers Radar – D-Mart TGT by JP Morgan at 4250, D-Mart TGT by Morgan Stanley at 5083, D-Mart TGT by UBS at 5000. D-Mart TGT by Macquarie at 3250. D-Mart TGT by CITI TAT 3400. LTM TGT by Jefferies at 3360. LTM TGT by JP Morgan at 4050. LTM TGT by Morgan Stanley AT 4000. CLSA TGT on LTM at 5479. Car Trade by UBS at 4000. Tata Motor Passenger Vehicle TGT by Macquarie at 381 from 367.
Results Today - HCL Tech, ICICI Prudential AMC, Nuvoco Vistas, Bajaj Consumer , Krishana Phoschem,
Corporate Actions - Ingersoll-Rand (India) Ltd Rs 20, Mahindra & Mahindra Financial Services Ltd Rs 7.5
Global Data – Federal Budget Balance, India - CPI, Exports & Imports
Actionable Buy – MTAR Tech, Groww, Sansera Engineering, MRPl, Bank of India
Market Summary – Mutual fund Equity Inflows Increase Bbyy 26% lLed By Midcap Fund and SIPs At Three-Month High. Premier Explosives Sees Stronger Domestic Growth After Apollo Pact. L&T Finance, LTM, Indian Bank and Bank of Maharashtra announce impressive Q1 results.
MRPL – Parent company ONGC said that its board has approved a plan to add 1.75 million tons of capacity in Mangalore, Karnataka, to national crude reserves.
Hindustan Copper - Company said it was moving in a "positive direction" over the proposed takeover of four Chilean copper blocks from state-owned Codelco, with transaction advisors already appointed to study the data and regulatory issues being examined on both sides.- positive
Gold – Gold price decline 2% to $40400/ounce as investors assessed renewed fighting in the Middle East and the prospects for interest-rate hikes to combat inflation.
Brent Crude -. Crude oil prices rose 3% to $79/bbl after the US and Iran traded fresh round of strikes over the weekend. Iran announced that the Strait, a key waterway, which controls 20% of the global energy supply, will be closed.
FIIs – FIIs were net buyers Rs2603cr. FIIs were net buyers Rs4573cr this month
DIIs – DIIs were net buyers R2020scr. DIIs were net buyers Rs11265cr this month
Previous Day Market Summary – Equity benchmark indices ended sharply higher, with the Sensex surging over 800 points and the Nifty reclaiming the 24,200 mark, supported by positive global cues, a sharp decline in crude oil prices, easing geopolitical tensions between the US and Iran, and encouraging Q1 performance from TCS and banks, all of which boosted investor sentiment. The Nifty 500 advance-decline ratio stood at 4:1, indicating broad-based buying across the market. The Sensex gained 827 points, or 1.08%, to close at 77,569, while the Nifty advanced 244 points, or 1.02%, to settle at 24,206 on account strong quarterly business updates, steady monsoon progress, robust global market performance, lower crude oil prices, and easing geopolitical concerns remained supportive of market sentiment.
Nifty Technical level – Nifty formed a bullish candle on the daily frame while a spinning top candles on the weekly frame. It witnessed a volatile week but continues to form higher highs from the last four weeks. Now it has to hold above 24200 zones for an up move towards 24350 then 24500 levels while on the downside support can be seen at 24050 then 23900 zones.
Bank Nifty Technical Level – Bank Nifty formed a bullish candle on the daily scale as buying is visible at lower levels and is holding well above its 10 DEMA. On the weekly scale it formed a Doji sort of a candle with long lower shadow as multiple supports are intact at lower zones. Now it has to hold above 58000 zones for an up move towards 58500 then 59000 levels while on the downside support is seen at 57750 then 57500 zones.
Brokers Radar – D-Mart TGT by JP Morgan at 4250, D-Mart TGT by Morgan Stanley at 5083, D-Mart TGT by UBS at 5000. D-Mart TGT by Macquarie at 3250. D-Mart TGT by CITI TAT 3400. LTM TGT by Jefferies at 3360. LTM TGT by JP Morgan at 4050. LTM TGT by Morgan Stanley AT 4000. CLSA TGT on LTM at 5479. Car Trade by UBS at 4000. Tata Motor Passenger Vehicle TGT by Macquarie at 381 from 367.
Results Today - HCL Tech, ICICI Prudential AMC, Nuvoco Vistas, Bajaj Consumer , Krishana Phoschem,
Corporate Actions - Ingersoll-Rand (India) Ltd Rs 20, Mahindra & Mahindra Financial Services Ltd Rs 7.5
Global Data – Federal Budget Balance, India - CPI, Exports & Imports
Actionable Buy – MTAR Tech, Groww, Sansera Engineering, MRPl, Bank of India
Market Summary – Mutual fund Equity Inflows Increase Bbyy 26% lLed By Midcap Fund and SIPs At Three-Month High. Premier Explosives Sees Stronger Domestic Growth After Apollo Pact. L&T Finance, LTM, Indian Bank and Bank of Maharashtra announce impressive Q1 results.
MRPL – Parent company ONGC said that its board has approved a plan to add 1.75 million tons of capacity in Mangalore, Karnataka, to national crude reserves.
Hindustan Copper - Company said it was moving in a "positive direction" over the proposed takeover of four Chilean copper blocks from state-owned Codelco, with transaction advisors already appointed to study the data and regulatory issues being examined on both sides.- positive
HFCL Limited – Company wins Rs495.80 crore export order for optical fiber cable solutions via its overseas subsidiary, reaffirming global trust in its technological and manufacturing excellence. – Positive
JBM Auto – Company unveils GALAXY Electric Luxury Coach at Prawaas 5.0, launched by Nitin Gadkari. Features include sleeper and seater options, highest seating capacity, and advanced safety systems for inter-city travel. – Positive
SBI: The bank completes transfer of a 1.4% stake ahead of SBI Fund Management's IPO, selling 2.9 crore shares to 30 investors at Rs. 574 per share for Rs. 1,655 crore.- Positive
Emcure Pharmaceuticals: The company's arm Gennova Biopharmaceuticals will sell its mRNA business to Immunoscript Life Science for Rs. 139.5 crore. .- Positive
RITES: A consortium involving the company secures a Rs. 79 crore order from Patna Metro Rail. .- Positive
Nuvoco Vistas: The company's arm commissions 2 MMTPA cement grinding capacity at Surat. Consolidated cement capacity is expected to reach 35 MMTPA by FY28. .- Positive
Lux Industries: The company plans to invest Rs. 600 crore in a manufacturing facility in West Bengal for capacity expansion. .- Positive
Mankind Pharma: The company will sell its 100% stake in Broadway Hospitality Services to AKRK Projects LLP for Rs. 49 crore. .- Positive
Goodluck India: The company approves a 2:1 bonus issue and will provide a corporate guarantee worth Rs. 275 crore. .- Positive
Mazagon Dock Shipbuilders: INS Mahendragiri, the stealth frigate built by the company, is commissioned into the Indian Navy. .- Positive
Cupid: The company is included in BSE Group ‘A' category.- Positive
Hariom Pipe Industries: The company's arm commissions a 5 MW AC solar PV power project in Maharashtra. .- Positive
NTPC: The company approves investment of Rs. 20,457 crore in the Lara Super Thermal Power Project. .- Positive
Amber Enterprises: The company approves issuance of bonus shares in a 25:1 ratio to members of its subsidiary IL JIN Electronics (India). .- Positive
Jindal Steel & Power: Gautam Malhotra resigns as Chief Executive Officer with effect from July 15. – Any sharp decline buying opportunity
SBI: The bank reduces the OFS size in SBI Fund Management IPO to 4.89% stake from 6.3% earlier. Long term positive
Choice International: The company and its arm receive SEBI no-objection certificates for Wealthwave Capital Trust, with Choice AMC acting as investment manager. .- Positive
CMPDIL - Achieved 99% of its drilling target up to May FY27, with 11% YoY growth in drilling, while 2D/3D seismic survey reached 70.14 line km (78% of target). .- Positive
Heromoto Corp - VIDA enters the Asia Book of Records with the launch of the new VIDA Evooter VX2 Plus 4.4 kWh.- Positive
Ashoka Buildcon - Settled the matter with NHAI related to the show cause notice dated Nov. 26, 2025; NHAI agreed to close the proceedings, withdraw the suspension and not initiate any debarment action, while the company paid Rs 1.04 crore as settlement amount. .- Positive
63 Moons Technologies - Material subsidiary 63SATS Cybertech reported a Q1 FY27 order book of Rs 288 crore, achieving 82% of its FY27 target; .- Positive
CYBX AI: CyberOps cumulative order value crossed Rs 53 crore, CYBX downloads exceeded 20 lakh with more than 3.25 lakh paid subscribers, and over 65 clients were onboarded for DPDP compliance.
Indus Towers: Appointed Abhishek Maheshwari as Chief Financial Officer63 Moons Technologies.- Positive
Swiggy: Clarified that FSSAI's order relating to the “Toing” platform was linked to licence particulars updation and not to any food safety issue; the company addressed the observations and received a modified FSSAI licence on July 9,- Long term positive
Mahindra & Mahindra Financial Services: Assigned CARE AAA/Stable and CARE A1+ ratings to Rs 50,000 crore long-term/short-term bank facilities.- Positive
JBM Auto – Company unveils GALAXY Electric Luxury Coach at Prawaas 5.0, launched by Nitin Gadkari. Features include sleeper and seater options, highest seating capacity, and advanced safety systems for inter-city travel. – Positive
SBI: The bank completes transfer of a 1.4% stake ahead of SBI Fund Management's IPO, selling 2.9 crore shares to 30 investors at Rs. 574 per share for Rs. 1,655 crore.- Positive
Emcure Pharmaceuticals: The company's arm Gennova Biopharmaceuticals will sell its mRNA business to Immunoscript Life Science for Rs. 139.5 crore. .- Positive
RITES: A consortium involving the company secures a Rs. 79 crore order from Patna Metro Rail. .- Positive
Nuvoco Vistas: The company's arm commissions 2 MMTPA cement grinding capacity at Surat. Consolidated cement capacity is expected to reach 35 MMTPA by FY28. .- Positive
Lux Industries: The company plans to invest Rs. 600 crore in a manufacturing facility in West Bengal for capacity expansion. .- Positive
Mankind Pharma: The company will sell its 100% stake in Broadway Hospitality Services to AKRK Projects LLP for Rs. 49 crore. .- Positive
Goodluck India: The company approves a 2:1 bonus issue and will provide a corporate guarantee worth Rs. 275 crore. .- Positive
Mazagon Dock Shipbuilders: INS Mahendragiri, the stealth frigate built by the company, is commissioned into the Indian Navy. .- Positive
Cupid: The company is included in BSE Group ‘A' category.- Positive
Hariom Pipe Industries: The company's arm commissions a 5 MW AC solar PV power project in Maharashtra. .- Positive
NTPC: The company approves investment of Rs. 20,457 crore in the Lara Super Thermal Power Project. .- Positive
Amber Enterprises: The company approves issuance of bonus shares in a 25:1 ratio to members of its subsidiary IL JIN Electronics (India). .- Positive
Jindal Steel & Power: Gautam Malhotra resigns as Chief Executive Officer with effect from July 15. – Any sharp decline buying opportunity
SBI: The bank reduces the OFS size in SBI Fund Management IPO to 4.89% stake from 6.3% earlier. Long term positive
Choice International: The company and its arm receive SEBI no-objection certificates for Wealthwave Capital Trust, with Choice AMC acting as investment manager. .- Positive
CMPDIL - Achieved 99% of its drilling target up to May FY27, with 11% YoY growth in drilling, while 2D/3D seismic survey reached 70.14 line km (78% of target). .- Positive
Heromoto Corp - VIDA enters the Asia Book of Records with the launch of the new VIDA Evooter VX2 Plus 4.4 kWh.- Positive
Ashoka Buildcon - Settled the matter with NHAI related to the show cause notice dated Nov. 26, 2025; NHAI agreed to close the proceedings, withdraw the suspension and not initiate any debarment action, while the company paid Rs 1.04 crore as settlement amount. .- Positive
63 Moons Technologies - Material subsidiary 63SATS Cybertech reported a Q1 FY27 order book of Rs 288 crore, achieving 82% of its FY27 target; .- Positive
CYBX AI: CyberOps cumulative order value crossed Rs 53 crore, CYBX downloads exceeded 20 lakh with more than 3.25 lakh paid subscribers, and over 65 clients were onboarded for DPDP compliance.
Indus Towers: Appointed Abhishek Maheshwari as Chief Financial Officer63 Moons Technologies.- Positive
Swiggy: Clarified that FSSAI's order relating to the “Toing” platform was linked to licence particulars updation and not to any food safety issue; the company addressed the observations and received a modified FSSAI licence on July 9,- Long term positive
Mahindra & Mahindra Financial Services: Assigned CARE AAA/Stable and CARE A1+ ratings to Rs 50,000 crore long-term/short-term bank facilities.- Positive
Lemon Tree Hotels: Terminated the hotel operating and licence agreements for “Lemon Tree Hotel, Hubli” due to a material breach of the hotel operating agreement by the owner; .- Positive
Power Grid Corporation of India: Declared the successful bidder for the “Transmission System for Integration of Krishnagiri REZ Phase-I” project; the project includes two new 765/400 kV substations in Andhra Pradesh and associated transmission lines across Andhra Pradesh, Telangana and Karnataka. .- Positive
JSW Infrastructure: Incorporated wholly owned subsidiary JSW Kolkata Outer Harbour Container Terminal to execute the Kolkata Dock System Outer Container Terminal project awarded by Syama Prasad Mookerjee Port Authority under the PPP model. .- Positive
Precision Wires: Received factory licence from the Director Industrial Safety and Health, Gujarat for its manufacturing unit at Zaroli, Valsad.- Positive
PACE Digitek: Material subsidiary Lineage Power entered into an MoU with Bondada Renewable Energy for supply of Battery Energy Storage Systems (BESS), including DC blocks, C&I BESS cabinets, residential BESS, PCS, EMS and battery containers. .- Positive
MM Forgings: Pursuant to the NCLT-approved amalgamation of DVS Industries, the company's authorised share capital increased to Rs 63.50 crore from consolidation of authorised capital, comprising 6.35 crore equity shares of Rs 10 each. – Positive
NMDC: Increased iron ore prices effective July 10, 2026, with Baila Lump (65.5%, 10-40 mm) priced at Rs 5,450 per tonne and Baila Fines (64%, -10 mm) priced at Rs 4,700 per tonne.- long term positive
Keystone Realtors: Q1 FY27 pre-sales Down 42% YoY at Rs. 617 crore; collections Up 4% YoY at Rs. 599 crore. Added two projects with estimated GDV of Rs. 713 crore and completed one project.
Powerica: Secured a 50 MW wind project bid from GUVNL's wind power tender. – Positive
Sterlite Technologies: Won its European patent dispute against Fujikura after the European Patent Office's Technical Board of Appeal revoked Fujikura's European patent. – Positive
HEG: Domestic Indian cell capacity expected to reach 250 GWh by 2035. PLI scheme and proactive government policies to support long-term localisation of supply chains. Production scale-up targeted to reach 60 KMT by FY32. Massive opportunity with a cumulative BESS capacity pipeline of around 4,000 MWh. - Positive
Vadilal Industries: India Ratings upgraded the long-term rating to IND A+/Positive from IND A and the short-term rating to IND A1+ from IND A1. - Positive
GMR Airports: CARE Ratings upgraded non-convertible bond ratings of up to Rs. 1,500 crore and long-term bank facilities to CARE A+ (Positive) from CARE A (Stable), while short-term bank facility ratings were upgraded to CARE A1+ from CARE A1. – Positive
JSW Energy: Step-down subsidiary JSW Energy PSP Eleven secured a Rs. 443.74 crore order from Bondada Renewable Energy for the supply of 200 MW/400 MWh Battery Energy Storage Systems and Power Conversion System solutions. – Positive
Avenue Supermarts: Opened a new store in Greater Noida, Uttar Pradesh, taking the total store count to 504.
Himadri Speciality Chemical: ICRA upgraded the long-term working capital rating to ICRA AA (Stable) from ICRA AA- (Positive) and reaffirmed the ICRA A1+ short-term rating and commercial paper rating of Rs. 500 crore. – Positive
Inventurus Knowledge Solutions: Executed a subordination agreement under which intercompany debt across the group, including TruBridge and its subsidiaries, will rank junior to IKS Inc.'s financing facilities of up to $635 million raised for the TruBridge acquisition. – Positive
IREDA: Declared Gensol Engineering and Gensol EV Lease as fraud accounts under RBI's Fraud Risk Management Directions. Outstanding exposure stands at Rs. 453.77 crore and Rs. 218.97 crore, respectively, with 85% provisioning held against both accounts.- Volatile
IdeaForge Technology: Closed its QIP and allotted 62.89 lakh equity shares at Rs. 795 per share, raising approximately Rs. 500 crore. – Positive
Power Grid Corporation of India: Declared the successful bidder for the “Transmission System for Integration of Krishnagiri REZ Phase-I” project; the project includes two new 765/400 kV substations in Andhra Pradesh and associated transmission lines across Andhra Pradesh, Telangana and Karnataka. .- Positive
JSW Infrastructure: Incorporated wholly owned subsidiary JSW Kolkata Outer Harbour Container Terminal to execute the Kolkata Dock System Outer Container Terminal project awarded by Syama Prasad Mookerjee Port Authority under the PPP model. .- Positive
Precision Wires: Received factory licence from the Director Industrial Safety and Health, Gujarat for its manufacturing unit at Zaroli, Valsad.- Positive
PACE Digitek: Material subsidiary Lineage Power entered into an MoU with Bondada Renewable Energy for supply of Battery Energy Storage Systems (BESS), including DC blocks, C&I BESS cabinets, residential BESS, PCS, EMS and battery containers. .- Positive
MM Forgings: Pursuant to the NCLT-approved amalgamation of DVS Industries, the company's authorised share capital increased to Rs 63.50 crore from consolidation of authorised capital, comprising 6.35 crore equity shares of Rs 10 each. – Positive
NMDC: Increased iron ore prices effective July 10, 2026, with Baila Lump (65.5%, 10-40 mm) priced at Rs 5,450 per tonne and Baila Fines (64%, -10 mm) priced at Rs 4,700 per tonne.- long term positive
Keystone Realtors: Q1 FY27 pre-sales Down 42% YoY at Rs. 617 crore; collections Up 4% YoY at Rs. 599 crore. Added two projects with estimated GDV of Rs. 713 crore and completed one project.
Powerica: Secured a 50 MW wind project bid from GUVNL's wind power tender. – Positive
Sterlite Technologies: Won its European patent dispute against Fujikura after the European Patent Office's Technical Board of Appeal revoked Fujikura's European patent. – Positive
HEG: Domestic Indian cell capacity expected to reach 250 GWh by 2035. PLI scheme and proactive government policies to support long-term localisation of supply chains. Production scale-up targeted to reach 60 KMT by FY32. Massive opportunity with a cumulative BESS capacity pipeline of around 4,000 MWh. - Positive
Vadilal Industries: India Ratings upgraded the long-term rating to IND A+/Positive from IND A and the short-term rating to IND A1+ from IND A1. - Positive
GMR Airports: CARE Ratings upgraded non-convertible bond ratings of up to Rs. 1,500 crore and long-term bank facilities to CARE A+ (Positive) from CARE A (Stable), while short-term bank facility ratings were upgraded to CARE A1+ from CARE A1. – Positive
JSW Energy: Step-down subsidiary JSW Energy PSP Eleven secured a Rs. 443.74 crore order from Bondada Renewable Energy for the supply of 200 MW/400 MWh Battery Energy Storage Systems and Power Conversion System solutions. – Positive
Avenue Supermarts: Opened a new store in Greater Noida, Uttar Pradesh, taking the total store count to 504.
Himadri Speciality Chemical: ICRA upgraded the long-term working capital rating to ICRA AA (Stable) from ICRA AA- (Positive) and reaffirmed the ICRA A1+ short-term rating and commercial paper rating of Rs. 500 crore. – Positive
Inventurus Knowledge Solutions: Executed a subordination agreement under which intercompany debt across the group, including TruBridge and its subsidiaries, will rank junior to IKS Inc.'s financing facilities of up to $635 million raised for the TruBridge acquisition. – Positive
IREDA: Declared Gensol Engineering and Gensol EV Lease as fraud accounts under RBI's Fraud Risk Management Directions. Outstanding exposure stands at Rs. 453.77 crore and Rs. 218.97 crore, respectively, with 85% provisioning held against both accounts.- Volatile
IdeaForge Technology: Closed its QIP and allotted 62.89 lakh equity shares at Rs. 795 per share, raising approximately Rs. 500 crore. – Positive
Waterways Leisure Tourism Ltd – Company approves 1:10 share split, reducing face value from Rs. 10 to Re. 1, enhancing liquidity and accessibility for investors, subject to shareholder approval – Positive
Advait Energy Transitions – Company secures ₹75.56 Cr turnkey contract from PGVCL for underground cable network conversion at Udyognagar-Porbandar Circle, including GIS mapping and asset tagging. – Positive
Wheels India Ltd - Company's Board approves raising ₹400 Cr via equity shares, convertible instruments, and debentures through multiple offerings, including QIP, subject to shareholder and regulatory approvals. – Positive
Suven Life Sciences – Company to present five posters, including Phase-3 Masupirdine updates and Usmarapride Phase-2 program, at AAIC 2026 in London, advancing Alzheimer's and CNS research. – Positive
ION Exchange – Company secures a $52.83M international contract from Hyundai Engineering for filtration units in the Middle East, to be executed over 18 months. v
Adani Enterprises – Company partners with Dioxycle to launch India's first pilot facility for low-carbon chemical production, advancing sustainable manufacturing using CO2 and renewable energy. – Positive
NTPC- Company is looking to invest in overseas uranium mines to secure fuel supplies for its planned nuclear power capacity expansion, Bloomberg reported. Company plans to build 30 GW of nuclear power capacity over the next two decades. – Positive.
LTM – Topline, Ebit and Ebit margin above estimates - Net profit: Up 5.3% (QoQ) to Rs 1,466 crore - estimate of Rs 1,4500 crore. Revenue: Up 2.8% (QoQ) to Rs 11,608 crore - estimate of Rs 11,500 crore. Ebit: Up 5.3%(QoQ) to Rs 1,799 crore estimate of Rs 1,700 crore and Margin: 15.5% versus 15.1% (QoQ) - estimate of 15.1%
L&T Finance – above expectation net profit and total income – strong growth in retail disbursements - Net profit Rs902cr (up 29% YoY) - Back of a strong retail book growth – expectation Rs871cr. Retail disbursements grew 36% (YoY) to Rs 23,852 Crore – expectation 28% growth. AUM registered a 27% rise (YoY) to Rs 1,29,634 crore from Rs 1,02,314 crore. Total Income rose 23% (YoY) to Rs 5,243 crore – Expectation Rs4707cr. Net Interest Income climbed 28.4% (YoY)to Rs 2,924.8 crore. Return on Assets (RoA) improved to 2.48% vs 2.37% (YoY)
Bank of Maharashtra announce Q1 announce impressive Operating profit while surging provision. Net profit up 26.8% (YoY) At Rs 2,020 crore, Net NPA Flat At 0.13% QoQ. Gross NPA Flat At 1.45% QoQ. NII up 14.5% At Rs 3,770 crore. Provisions At Rs 840 crore Vs Rs 617 crore QoQ. Operating Profit up 21.3% At Rs 3,117 crore Vs Rs 2,570 crore YoY. Other Income up 25% At Rs 1,029 crore Vs Rs 825 crore YoY.
Elecon Engineering - Company reported a 60% decline in consolidated net profit to Rs 70.4 crore from Rs 175 crore a year ago. Revenue rose 6% to Rs 521 crore from Rs 491 crore. EBITDA declined 16.3% to Rs 109 crore from Rs 130 crore last year. EBITDA margin contracted to 21% from 26.6% a year earlier.
RailTel Corporation - Coampany received an order worth Rs 18.5 crore from the Uttar Pradesh IT Department – Positive
Premier Explosives – Company said it does not expect any major changes in its management structure following the partnership with Apollo. The company said the partnership is expected to start contributing from FY28. Capacity expansion efforts are currently underway. Management said there are no plans for capital infusion at this stage. Premier Explosives expects better growth in its domestic business from the agreement with Apollo. – Positive
Avantel (Q1 FY27, YoY) – announce impressive Q1 results - Revenue up 35.7% to Rs. 70.4 crore versus Rs. 51.9 crore. EBITDA up 66.7% to Rs. 17.4 crore versus Rs. 10.5 crore. EBITDA margin at 24.7% versus 20.1%. and Net profit up 67.4% to Rs. 5.4 crore versus Rs. 3.2 crore.
Fino Payments Bank Business update - June 2026 new accounts increased 31% YoY to 3.13 lakh and Average deposits rose 11% YoY to Rs 2,755 crore
Advait Energy Transitions – Company secures ₹75.56 Cr turnkey contract from PGVCL for underground cable network conversion at Udyognagar-Porbandar Circle, including GIS mapping and asset tagging. – Positive
Wheels India Ltd - Company's Board approves raising ₹400 Cr via equity shares, convertible instruments, and debentures through multiple offerings, including QIP, subject to shareholder and regulatory approvals. – Positive
Suven Life Sciences – Company to present five posters, including Phase-3 Masupirdine updates and Usmarapride Phase-2 program, at AAIC 2026 in London, advancing Alzheimer's and CNS research. – Positive
ION Exchange – Company secures a $52.83M international contract from Hyundai Engineering for filtration units in the Middle East, to be executed over 18 months. v
Adani Enterprises – Company partners with Dioxycle to launch India's first pilot facility for low-carbon chemical production, advancing sustainable manufacturing using CO2 and renewable energy. – Positive
NTPC- Company is looking to invest in overseas uranium mines to secure fuel supplies for its planned nuclear power capacity expansion, Bloomberg reported. Company plans to build 30 GW of nuclear power capacity over the next two decades. – Positive.
LTM – Topline, Ebit and Ebit margin above estimates - Net profit: Up 5.3% (QoQ) to Rs 1,466 crore - estimate of Rs 1,4500 crore. Revenue: Up 2.8% (QoQ) to Rs 11,608 crore - estimate of Rs 11,500 crore. Ebit: Up 5.3%(QoQ) to Rs 1,799 crore estimate of Rs 1,700 crore and Margin: 15.5% versus 15.1% (QoQ) - estimate of 15.1%
L&T Finance – above expectation net profit and total income – strong growth in retail disbursements - Net profit Rs902cr (up 29% YoY) - Back of a strong retail book growth – expectation Rs871cr. Retail disbursements grew 36% (YoY) to Rs 23,852 Crore – expectation 28% growth. AUM registered a 27% rise (YoY) to Rs 1,29,634 crore from Rs 1,02,314 crore. Total Income rose 23% (YoY) to Rs 5,243 crore – Expectation Rs4707cr. Net Interest Income climbed 28.4% (YoY)to Rs 2,924.8 crore. Return on Assets (RoA) improved to 2.48% vs 2.37% (YoY)
Bank of Maharashtra announce Q1 announce impressive Operating profit while surging provision. Net profit up 26.8% (YoY) At Rs 2,020 crore, Net NPA Flat At 0.13% QoQ. Gross NPA Flat At 1.45% QoQ. NII up 14.5% At Rs 3,770 crore. Provisions At Rs 840 crore Vs Rs 617 crore QoQ. Operating Profit up 21.3% At Rs 3,117 crore Vs Rs 2,570 crore YoY. Other Income up 25% At Rs 1,029 crore Vs Rs 825 crore YoY.
Elecon Engineering - Company reported a 60% decline in consolidated net profit to Rs 70.4 crore from Rs 175 crore a year ago. Revenue rose 6% to Rs 521 crore from Rs 491 crore. EBITDA declined 16.3% to Rs 109 crore from Rs 130 crore last year. EBITDA margin contracted to 21% from 26.6% a year earlier.
RailTel Corporation - Coampany received an order worth Rs 18.5 crore from the Uttar Pradesh IT Department – Positive
Premier Explosives – Company said it does not expect any major changes in its management structure following the partnership with Apollo. The company said the partnership is expected to start contributing from FY28. Capacity expansion efforts are currently underway. Management said there are no plans for capital infusion at this stage. Premier Explosives expects better growth in its domestic business from the agreement with Apollo. – Positive
Avantel (Q1 FY27, YoY) – announce impressive Q1 results - Revenue up 35.7% to Rs. 70.4 crore versus Rs. 51.9 crore. EBITDA up 66.7% to Rs. 17.4 crore versus Rs. 10.5 crore. EBITDA margin at 24.7% versus 20.1%. and Net profit up 67.4% to Rs. 5.4 crore versus Rs. 3.2 crore.
Fino Payments Bank Business update - June 2026 new accounts increased 31% YoY to 3.13 lakh and Average deposits rose 11% YoY to Rs 2,755 crore