Beat The Street News Latest Share Market News
26 Jul 06:42 Every once in a while, an SME company completely surprises you with its execution.
Monolithish is proving to be one of those rare outliers...
https://x.com/i/status/2081253716888539189
25 Jul 15:57 HIGH ENERGY BATTERIES (INDIA) LIMITED Q1 FY27 ST LOSS AT ₹1.82 CR VS PROFIT OF ₹0.78 CR (YOY), VS PROFIT OF ₹7.59 CR (QOQ)
REVENUE DOWN 40.58% AT ₹7.88 CR (YOY), DOWN 73.28% (QOQ)
EBITDA LOSS AT -₹2.10 CR VS ₹0.75 CR (YOY), VS ₹11.68 CR (QOQ)
MARGINS -26.58% V 5.63% (YOY), V 39.58% (QOQ)
25 Jul 15:57 SURYALATA SPINNING MILLS LIMITED Q1 FY27 CONS NET PROFIT UP 1.03% AT ₹5.90 CR (YOY), DOWN 45.42% (QOQ)
REVENUE DOWN 1.78% AT ₹123.84 CR (YOY), UP 18.49% (QOQ)
EBITDA UP 5.26% AT ₹21.81 CR (YOY), DOWN 21.18% (QOQ)
MARGINS 17.61% V 16.44% (YOY), V 26.47% (QOQ)
25 Jul 15:57 VEDANT FASHIONS Q1 : GROWTH STRATEGY
Retail Expansion withi and outside India
Up-selling and cross selling initiatives
Enhancement of brand appeal through targeted marketing initiatives
Significant potential and space for growth of our emerging brands
Disciplined approach towards acquisitions
25 Jul 15:57 VEDANT FASHIONS : During Q1 FY27, Retail Sales (i.e, Sale of Customers) grew by +3.4% as compared to Q1 FY26,
During Q1 FY27, domestic SSSG" (Same-Store Sales Growth) grew by +3.8% as compared to Q1 FY26;
The Company reported growth in Revenue from Operations by +7.2% in Q1 FY27 compared to Q1 FY26;
The Company continued to report industry-leading Gross Margin of 65.7% in Q1 FY27;
During Q1 FY27, the Company reported PAT growth of +14.7% YOY, with a strong PAT Margin of 26.7%;
25 Jul 15:57 ELECTRONICS MART INDIA: OPENS NEW MULTI-BRAND STORE IN DELHI 🏬
• 🛍️ Commenced commercial operations of a new Electronics Mart multi-brand store on July 25, 2026
• 📍 New store is located at Saket, New Delhi
• 📐 Store spans 3,600 sq. ft. across basement and ground floor
• 🌆 Expansion strengthens the company's retail presence in the Delhi market and supports its store network growth strategy
🟢 Impact: Positive (Store expansion enhances market reach and supports future revenue growth.)
25 Jul 15:57 ROUTE MOBILE Q1 Q&A
🎯 Key Takeaways
✅ Margin weakness is transient, not structural.
🤖 AI, RCS and conversational messaging remain the key long-term growth drivers.
🚀 Management remains confident of stronger growth and profitability recovery over the rest of FY27.
25 Jul 15:57 ROUTE MOBILE Q1 Q&A
💰 Cash Allocation
💵 Cash and equivalents remain above ₹1,300 crore.
🎯 Capital allocation priorities:
Strategic acquisitions.
Organic growth investments.
Continue dividend payouts.
💸 EBITDA-to-cash conversion is expected to normalize to 75–100% for FY27 as collections improve.
25 Jul 15:57 ROUTE MOBILE Q1 Q&A
🌐 Partnerships & Operations
🛡️ Investigation into the Masiv security incident is ongoing, with only minor additional remediation costs expected.
📡 Claro Firewall multi-country deployment is expected to go live this quarter and start contributing revenue.
📞 Truecaller partnership is currently under pilot across multiple geographies, with monetization still being evaluated.
25 Jul 15:56 ROUTE MOBILE Q1 Q&A
🤝 Customer & Business Update
✅ Net Revenue Retention (NRR): 98%, reflecting strong customer stickiness.
🏦 Revenue from the affected banking customer is expected to normalize after migration is completed.
📈 Management expects 10–15% volume growth over the next two quarters.
25 Jul 15:56 ROUTE MOBILE Q1 Q&A
🤖 AI & Product Strategy.
🚀 Heltar acquisition accelerates Route Mobile's AI-powered conversational platform instead of building it internally.
🌍 Heltar is expected to drive higher-margin revenue across Latin America, Europe and the US.
💬 RCS and WhatsApp revenues grew 14% YoY, with RCS offering better margins than SMS.
🎯 Company is actively cross-selling AI and RCS solutions to its top 50 enterprise customers.
25 Jul 15:56 ROUTE MOBILE Q1 Q&A
📊 Margins & Profitability
⚠️ Q1 margin decline was temporary, mainly due to:
🏦 Traffic disruption at a large Indian banking client during product migration.
🛡️ Cybersecurity incident at Masiv (Colombia).
📈 Gross margins are expected to recover to 21.5–23% in the coming quarters.
🎯 Management remains confident of achieving its ~12% FY27 adjusted EBITDA margin.
👥 Major salary hikes are complete, with headcount expected to stabilize around 800 employees.
25 Jul 15:56 FIVE STAR Q1 : ST NET PROFIT UP 2 % TO 271 CR YOY, UP 1 % QOQ
NII UP 10 % TO 636 CR YOY, UP 4 % QOQ
25 Jul 15:56 VEDANT FASHIONS Q1 FY27 ST NET PROFIT UP 14.74% AT ₹80.61 CR (YOY), DOWN 29.47% (QOQ)
REVENUE UP 7.17% AT ₹301.37 CR (YOY), DOWN 24.55% (QOQ)
EBITDA UP 8.62% AT ₹130.99 CR (YOY), DOWN 26.75% (QOQ)
MARGINS 43.47% V 42.88% (YOY), V 44.77% (QOQ)
25 Jul 15:55 KESAR INDIA: WOS ACQUIRES PREMIUM COMMERCIAL OFFICE IN HYDERABAD 🏢
• 🏙️ Wholly-owned subsidiary Kesar Infraventures Pvt. Ltd. has acquired a premium commercial office property in Ameerpet, Hyderabad
• 📐 Acquired office spans ~7,725 sq. ft. of super built-up area and includes 6 dedicated car parking spaces
• 📍 Property is located in Aditya Trade Centre (F & G Blocks), Aditya Enclave, Ameerpet, strengthening the company's presence in South India
• 📈 Acquisition aligns with Kesar India's long-term strategy of expanding its commercial real estate portfolio across high-growth metropolitan markets
• 🎯 Management said the acquisition supports portfolio diversification and is expected to create sustainable long-term value for shareholders
🟢 Impact: Positive (Strengthens the company's commercial real estate portfolio and expands its footprint in a key growth market.)
25 Jul 15:55 AU SMALL ; Board of Directors approved the elevation of Mr. Yogesh Jain, currently serving as Chief Operating Officer, as Deputy CEO of the Bank w.e.f. July 25, 2026.
His elevation is intended to further strengthen the Bank's leadership structure and management bandwidth, commensurate with the growing scale of operations.
Mr. Jain will continue to report to the MD & CEO and remain categorized as Senior Management Personnel (SMP) of the Bank.
25 Jul 15:55 AU SMALL FINANCE BANK Q1 FY27 ; Management highlighted that India's economy remained resilient despite geopolitical tensions in West Asia, currency volatility and tight liquidity conditions
• 📈 Credit demand stayed healthy, while the bank delivered another quarter of strong operating performance with disciplined execution and a continued focus on balance sheet quality
• 🏦 Continued strengthening customer relationships, expanding secured lending businesses and investing in technology while maintaining prudent risk management
• 💰 Strong capital position and healthy liquidity provide flexibility to support sustainable long-term growth as the bank progresses towards becoming a Universal Bank
• 🚀 Management said growth in deposits, advances and profitability reflects investments made over the last two years in distribution, technology, product capabilities and talent
• ✅ Quality of growth and earnings continues to improve, with performance increasingly driven by franchise strength and disciplined execution rather than one-off factors
• 🎯 Management remains confident that robust capital, liquidity, underwriting capabilities and a diversified franchise position the bank well to navigate uncertainties and capture future growth opportunities.
25 Jul 15:55 ZEN TECHNOLOGIES Q1 FY27 CONS NET PROFIT DOWN 27.83% AT ₹34.46 CR (YOY), UP 9.29% (QOQ)
REVENUE DOWN 10.48% AT ₹141.64 CR (YOY), DOWN 20.47% (QOQ)
EBITDA DOWN 40.15% AT ₹38.72 CR (YOY), DOWN 24.06% (QOQ)
MARGINS 27.34% V 40.89% (YOY), V 28.63% (QOQ)
25 Jul 15:55 EPPELTONE ENGINEERS: BAGS ₹39.24 CRORE METER INSTALLATION ORDER ⚡📦
• 📝 Received a ₹39.24 crore order for meter installation services
• 🇮🇳 Order awarded by a domestic entity
• ⚙️ Scope includes carrying out meter installation services
• 📅 Order is scheduled to be executed by October 2027
• 🤝 Order is not a related-party transaction and the awarding entity has no promoter/group company interest
🟢 Impact: Positive (Strengthens the order book and provides long-term revenue visibility.)
25 Jul 11:49 IDFC FIRST Q1 : Bank received claims of Rs. 514.8 crore under the CGFMU scheme against MFI portfolio.
Bank has created a contingency provision of Rs. 515 crore on a prudent basis for macro geopolitical uncertainties.
25 Jul 11:49 IVP: MUMBAI CITY CIVIL COURT QUASHES MBPT ESTATE OFFICER ORDER ⚖️
• 🏛️ The Mumbai City Civil Court has quashed and set aside the order passed by the Estate Officer, Mumbai Port Trust (MBPT)
• 🔄 The Court has remanded the matter back to the Estate Officer for fresh consideration and adjudication on merits after giving all parties an opportunity to be heard
• 📋 The earlier Estate Officer proceedings will now be reconsidered afresh in accordance with applicable law
• 📢 IVP said it will inform the exchanges of any further material developments in the matter
🟢 Impact: Positive (The adverse Estate Officer order has been set aside, providing IVP with another opportunity for a fresh hearing and determination.)
25 Jul 11:49 IDFC FIRST Q1 : ACTUAL GROSS NPA DOWN 1 % TO 4509 CR QOQ
NET NPA DOWN 4 % TO 1286 CR QOQ
25 Jul 11:49 IDFC FIRST Q1 : GROSS NPA AT 1.51 % V 1.61 % QOQ
NET NPA AT 0.44 % V 0.48 % QOQ
25 Jul 11:49 IDFC FIRST Q1 : OPERATING PROFIT UP 141 % TO 2552 CR QOQ
PROVISION UP 32 % TO 1143 CR QOQ
25 Jul 11:48 IDFC FIRST Q1 : ST NET PROFIT UP 132 % TO 1074 CR YOY, UP 238 % QOQ
NII UP 21 % TO 5973 CR YOY, UP 5 % QOQ
25 Jul 11:48 SBFC Q1 : ST NET PROFIT UP 29 % TO 130 CR YOY, UP 6 % QOQ
NII UP 34 % TO 307 CR YOY, UP 12 % QOQ
25 Jul 11:48 SWELECT ENERGY: ACQUIRES 100% IN DEXLER SOLAR PARK PHASE 1 FOR GROUP CAPTIVE PROJECT ☀️⚡
• 🏭 Approved acquisition of 100% stake in Dexler Solar Park Phase 1 Pvt. Ltd., which will become a wholly-owned subsidiary
• 🌞 The subsidiary will develop a 7 MWdc solar power plant under the Group Captive Scheme in Karnataka
• 💰 Acquisition cost is up to ₹1 lakh, with the company acquiring 10,000 equity shares (100%)
• 📈 The project is expected to increase consolidated turnover and strengthen Swelect's renewable energy presence in Karnataka
• ⚡ The acquisition supports Swelect's strategy to expand its group captive renewable energy portfolio
🟢 Impact: Positive (Strengthens Swelect's renewable energy asset base and supports future growth through captive solar power generation.)
25 Jul 11:48 BIRLA CORPORATION Q1: 98% CAPACITY UTILISATION, PREMIUM CEMENT SALES REMAIN STRONG 🏗️
• 🏭 Achieved 98% capacity utilisation with cement sales rising to 5.05 million tonnes, driven by strong trade demand across Maharashtra, UP, Bihar and Rajasthan
• 📈 Revenue grew 7% YoY to ₹2,669 crore, while profitability remained under pressure due to weak cement prices and higher power & fuel costs
• 🌱 Blended cement contributed 88% of sales, while premium cement sales rose 18% YoY; flagship Perfect Plus brand grew 24%
• ⚡ Increased green power usage to 33%, commissioned a 5 MW solar plant at Mukutban, with further renewable capacity expansion underway
• 🔮 Management expects cement demand to improve from September, while meaningful price recovery is likely only in Q3 FY27 (December quarter) due to current industry overcapacity and competition
25 Jul 11:48 CORRECTION; BIRLA CORPORATION Q1 FY27 NET PROFIT DOWN 3.2% AT ₹115.73 CR (YOY), DOWN 60.7% (QOQ)
REVENUE UP 7.8% AT ₹2,646.45 CR (YOY), DOWN 6.7% (QOQ)
EBITDA DOWN 1 % TO 342 CR YOY, DOWN 33 % QOQ
MARGINS AT 12.94 % V 14.14 % YOY, 18 % QOQ
25 Jul 11:48 BIRLA CORP Q1 : Cement sales by volume at 5.05 mt, up 5% year-on-year
EBITDA/Tn Up 1.8 % To 4947 YOY
Realisation Down 5.6 % To 675 YOY
Premium cement sales by volume up 18%
Sales through trade channel up 11%
Capacity utilization at 98%
25 Jul 09:23 Liotech Industries Delivers Strong FY26 Performance with Total Income Up 73% YoY, EBITDA Up 58% & Net Profit Up 54%; Marks New Growth Chapter with BSE SME Listing
One of the leading manufacturers of precision hardware structures and accessories such as door kits, hinges, hooks, aldrops, locks and handles has announced its H2 & FY26 results.
H2 FY26 Key Financial Highlights
* Total Income of ₹3,424.67 Lakhs, YoY growth of 51.91%
* EBITDA of ₹444.56 Lakhs, YoY growth of 0.76%
* Net Profit of ₹245.19 Lakhs, YoY growth of 17.24%
* EPS of ₹8.17, YoY growth of 17.22%
FY26 Key Financial Highlights
* Total Income of ₹7,049.64 Lakhs, YoY growth of 73.27%
* EBITDA of ₹1,039.62 Lakhs, YoY growth of 58.22%
* Net Profit of ₹632.01 Lakhs, YoY growth of 53.85%
* EPS of ₹21.07, YoY growth of 53.91%
Key Highlight
The company recently Successfully listed on the BSE SME platform on June 24, 2026
Currently, the stock is trading at ₹96.5, with a Mcap of 37.6 Cr. (As on 24th July 2026)
Results Link: https://tinyurl.com/y3xxnr3e
25 Jul 09:14 Emerald Finance Limited Reports Strong Consolidated Q1 FY27 Performance with 40% Revenue Growth and 53% Net Profit Growth
Emerald Finance Limited, a technology-driven NBFC focused on retail and MSME lending and providing Earned Wage Access (EWA) solutions through its digital lending platform, has announced its Q1 FY27 Financial Results
Consolidated Key Financial Highlights Q1 FY27
* Total Income of ₹ 9.44 Cr, YoY growth of 39.97%
* EBITDA of ₹ 7.42 Cr, YoY growth of 60.28%
* Net Profit of ₹ 4.88 Cr, YoY growth of 52.72%
* EPS of ₹ 1.44, YoY growth of 56.52%
Standalone Key Financial Highlights Q1 FY27
* Total Income of ₹ 6.27 Cr, YoY growth of 32.47%
* EBITDA of ₹ 5.22 Cr, YoY growth of 35.19%
* Net Profit of ₹ 3.45 Cr, YoY growth of 31.18%
* EPS of ₹ 1.00, YoY growth of 31.58%
Operational Highlights:
* Entered into a strategic alliance with Credila Financial Services Limited to offer education loan solutions.
* Collaborated with AU Small Finance Bank Limited to strengthen
25 Jul 07:09 Donald Trump On Iran: Haven't made any decision on ‘major strikes’ on Iran, I think they're getting more and more serious as the days go by
There's a military exit where we just keep going just the way we are & we can even make it a heavier dose; or we can negotiate with Iran, which we're also doing right now
Iran would like to make a deal, I don't think it's time yet, but I am willing to listen
25 Jul 07:09 GANDHAR OIL: SILVASSA PLANT OPERATIONS IMPACTED BY FLOODING 🌧️🏭
• 🌊 Manufacturing plant at Silvassa (Dadra & Nagar Haveli) affected due to unprecedented heavy rainfall and flooding
• 🏭 Company is assessing the impact on assets, operations and production
• 📊 Extent of production disruption and financial impact is currently being evaluated
• 🛡️ Plant is adequately insured and the incident has been reported to the insurance company
• 🔧 Company is taking necessary measures to restore normal operations at the earliest and will provide further updates
🟠 Impact: Slightly Negative (Temporary disruption to operations, though insurance coverage and ongoing assessment may help limit the financial impact.)
25 Jul 07:08 KITEX GARMENTS: NCLT-CONVENED MEETINGS HELD FOR MERGER SCHEME 🏛️
• 🗳️ Equity shareholders and unsecured creditors' meetings were held on July 24, 2026 pursuant to the NCLT Kochi Bench order
• 🔄 Meetings considered the Scheme of Arrangement between Kitex Childrenswear Ltd. (Demerged Company) and Kitex Garments Ltd. (Resulting Company)
• ✅ A requisite majority resolution was placed before both equity shareholders and unsecured creditors for approval of the scheme
• 💻 Meetings were conducted through video conferencing, with remote e-voting and e-voting during the meetings
• ⏳ The meetings concluded after completion of the voting process; the company has recorded the proceedings and will announce the voting/scrutinizer's results separately
🟢 Impact: Positive (Progress in the demerger process marks another key regulatory milestone, subject to approval based on voting results and further legal clearances.)
25 Jul 07:08 S&P 500 closes little changed Friday as Iran fears and chip sell-off weigh down market
• 📈 Dow Jones: +235.60 pts (+0.46%) at 51,947.25
• ➕ S&P 500: +3.68 pts (+0.05%) at 7,411.98
• 📉 Nasdaq: -161.87 pts (-0.64%) at 24,975.82
24 Jul 16:53 INDO COUNT: BHILAD FACILITY OPERATIONS TEMPORARILY DISRUPTED DUE TO FLOODING 🌧️🏭
• 🌊 Manufacturing operations at the Bhilad, Gujarat facility have been temporarily suspended since July 23, 2026 due to unprecedented rainfall and flooding
• 👷 Company has taken necessary measures to ensure the safety and well-being of employees
• 🛡️ All assets and materials at the affected facility are adequately insured
• 📊 The company is currently assessing the extent of damage and the impact on operations; the financial impact is yet to be quantified
• 🔄 Further updates will be provided once operations resume and the assessment is completed
🟠 Impact: Slightly Negative (Temporary operational disruption, though insurance coverage should help mitigate any financial impact.)
24 Jul 16:53 MOSCHIP TECHNOLOGIES LIMITED Q1 FY27 CONS NET PROFIT DOWN 77.6% AT ₹2.45 CR (YOY), DOWN 69.2% (QOQ)
REVENUE DOWN 14.3% AT ₹116.21 CR (YOY), DOWN 24.2% (QOQ)
EBITDA DOWN 42.0% AT ₹9.55 CR (YOY), DOWN 14.1% (QOQ)
MARGINS 8.22% V 12.14% (YOY), V 7.26% (QOQ)
24 Jul 16:53 MOSCHIP Q1 FY27 : CONS. NET PROFIT DOWN 69.20% AT ₹2.45 CR (QOQ) , DOWN 77.60% (YOY)
REVENUE DOWN 24.16% AT ₹116.21 CR (QOQ) , DOWN 14.29% (YOY)
EBITDA DOWN 14.08% AT ₹9.55 CR (QOQ) , DOWN 41.99% (YOY)
MARGINS AT 8.22% V 7.26% (QOQ) , V 12.15% (YOY)
24 Jul 16:53 PATANJALI FOODS: RECEIVES RECALL ORDER FOR WHEAT FLOUR BATCH ⚠️🌾
• 🏛️ Received a communication from the Office of the Assistant Commissioner of Food Safety, Kottayam
• 📦 Authority has ordered the recall of one batch of Wheat Flour due to pesticide residue levels of Chlorpyriphos exceeding the prescribed limit
• 📅 Order dated July 20, 2026 was received by the company on July 24, 2026
• 💰 Company stated there is no material impact on its financial or operational performance, except for the value of the affected wheat flour batch
• 📋 The action is limited to the recall of the specific batch and does not impact other products
🟠 Impact: Slightly Negative (Product recall due to regulatory non-compliance may impact sentiment, though the company expects no material financial impact beyond the affected batch.)
24 Jul 16:29 AUROBINDO PHARMA: SIGNS VOLUNTARY LICENSING DEAL WITH MSD FOR HIV PREVENTION DRUG 🌍💊
• 🤝 Aurobindo Pharma has signed a non-exclusive, royalty-free voluntary licensing agreement with MSD (Merck & Co.)
• 🦠 Agreement allows Aurobindo to manufacture and supply generic alimatravir, an investigational HIV prevention medicine, subject to regulatory approvals
• 🌎 Generic alimatravir will be supplied to 129 Low- & Middle-Income Countries (LMICs), covering the majority of new HIV diagnoses globally
• 🚀 The agreement has been signed before completion of Phase 3 trials, enabling early manufacturing scale-up once approvals are received
• 🏭 Aurobindo is among a select group of global generic manufacturers chosen under the licensing program
🟢 Impact: Positive. The agreement strengthens Aurobindo's global CDMO/generics positioning, expands its infectious disease portfolio, and creates a long-term opportunity in HIV prevention markets after regulatory approvals.
24 Jul 16:24 Sumeet Industries Limited Completes ₹199.75 Cr Rights Issue to Drive Capacity Expansion and Long-Term Growth
The Company has successfully completed its ₹199.75 Cr Rights Issue, marking a significant step in strengthening the Company's capital base to support its next phase of growth.
The Board of Directors has approved the allotment of 16,84,24,217 Rights Equity Shares at an issue price of ₹11.86 per share, completing the ₹199.75 Cr fund raise.
Key Highlights:
- Board approved allotment of 16,84,24,217 Rights Equity Shares
- ₹100 Cr towards working capital requirements
- ₹49.90 Cr towards General corporate purpose used for the operationalisation and integration of the Nakoda Limited CP Plant
- ₹23 Cr towards debt repayment
- ₹22 Cr towards development of a 6.5 MW captive solar power project
Nakoda CP Plant to Drive Next Phase of Capacity Expansion
- Acquired CP Plant in liquidation from Nakoda Limited, strategically located in Surat, Gujarat
- Bottle Grade PET Chips manufacturing capacity of 140,000 TPA
- Expected to approximately double the Company's existing manufacturing capacity
- Plant modification and commencement of operations targeted in Q1 FY27-28, supporting downstream POY and FDY manufacturing operations and future growth
24 Jul 16:21 ALLDIGI TECH Q1 FY27 : CONS. NET PROFIT DOWN 37.26% AT ₹18.12 CR (QOQ) , UP 21.69% (YOY)
REVENUE DOWN 2.84% AT ₹150.28 CR (QOQ) , UP 4.43% (YOY)
EBITDA DOWN 5.29% AT ₹41.35 CR (QOQ) , UP 13.13% (YOY)
MARGINS AT 27.51% V 28.23% (QOQ) , V 25.40% (YOY)
24 Jul 16:21 BANK OF BARODA: IFIL STAKE TRANSFER TO BNP PARIBAS CARDIF INITIATED 🤝🏦
• 📄 Bank of Baroda has received an intimation from IndiaFirst Life Insurance (IFIL) regarding the transfer of a 25.96% stake
• 🏢 Carmel Point Investments India Pvt. Ltd. has agreed to transfer its entire 25.96% stake in IFIL to BNP Paribas Cardif, subject to regulatory approvals
• ✍️ The transfer follows the execution of a Share Purchase Agreement (SPA) dated July 24, 2026
• 🛡️ Bank of Baroda clarified that there is no change in its own shareholding or controlling interest in IndiaFirst Life Insurance
🟢 Impact: Positive. The entry of a global insurance player like BNP Paribas Cardif as a shareholder is strategically positive for IndiaFirst Life Insurance, while Bank of Baroda's ownership and control remain unchanged.
24 Jul 16:21 GRSE ; GRSE set to win PSV shipbuilding tender of ONGC with *258 crore per vessel quoted price - ET
The shipyard winning the deal will be entitled to receive financial assistance from the government in the range of 15- 20 per cent.
The total contract value will be ₹1,032 crore for four PSVs.
24 Jul 16:21 JK LAKSHMI CEMENT: DEFENDS PROMOTER REMUNERATION, SEEKS PROXY ADVISOR TO WITHDRAW 'AGAINST' VOTING RECOMMENDATION 🏗️📄
• 📨 The company has formally responded to SES Proxy Advisory, disputing its recommendation to vote against the resolution on promoter remuneration
• ⚖️ JK Lakshmi stated that the proposed remuneration is fully compliant with the Companies Act, SEBI regulations and has been recommended by the Nomination & Remuneration Committee (NRC)
• 👥 The company said promoter remuneration is within statutory limits and is not skewed in favour of promoter directors, contrary to SES observations
• 📊 It clarified that variable pay/commission is linked to company profits and remains subject to the overall managerial remuneration limits prescribed under law
• 🗳️ JK Lakshmi has requested SES to reconsider and change its voting recommendation from "AGAINST" to "FOR" ahead of the AGM
🟡 Impact: Neutral. This is a corporate governance clarification ahead of shareholder voting and does not affect the company's operations or financial performance.
24 Jul 15:34 TANFAC INDUSTRIES: HFC-32 PROJECT ON TRACK, TURNS NET DEBT-FREE AFTER FUND RAISE 🧪🚀
• 💰 Successfully completed ₹250 Cr QIP and proposed ~₹100 Cr preferential issue led by promoter Anupam Rasayan
• 🏭 Funds will primarily be used for the 20,000 MTPA HFC-32 refrigerant gas project (₹390 Cr investment), targeted for commissioning by end-Q3 FY27
• 📈 Capital raise has made the company net debt-free, strengthening its balance sheet and financial flexibility for future expansion
• ⚗️ Evaluating opportunities in downstream fluorinated chemicals, next-generation fluorochemicals and backward integration
• 🌞 Q1 revenue growth was supported by Solar Grade DHF demand, while margin pressure from higher sulphur prices and West Asia disruptions is expected to be temporary
24 Jul 15:34 TANFAC INDUSTRIES: Q1 IMPACTED BY WEST ASIA DISRUPTIONS, PRESSURES SEEN AS TEMPORARY ⚗️📊
• 💰 Revenue grew 6.3% YoY to ~₹187 Cr, driven by higher capacity utilisation and increased contribution from Solar Grade DHF
• 🌍 Revenue declined 3.1% QoQ due to supply chain disruptions arising from the West Asia geopolitical situation
• 🛢️ Raw material costs increased YoY, mainly due to higher sulphur prices, while elevated fuel costs weighed on EBITDA
• 📉 PAT was impacted by lower operating profit and deferred tax adjustments during the quarter
• 🔄 Management expects input cost pressures to be temporary, with the effective tax rate likely to normalize over the coming quarters
🟡 Impact: Neutral. Demand remains healthy with YoY revenue growth, but near-term margins were affected by temporary geopolitical and input cost pressures.
24 Jul 15:34 LEMON TREE HOTELS: DDA EXTENDS VALIDITY OF NEHRU PLACE 5-STAR HOTEL PROJECT LOA 🏨📄
• 🏗️ DDA has extended the Letter of Award (LOA) granted to Lemon Tree's material subsidiary Fleur Hotels Ltd. for the Aurika, Nehru Place project
• 📅 The LOA validity has been extended by one year, from August 14, 2026 to August 14, 2027
• ⭐ The extension relates to the development and operation of a 5-star hotel on a 2.256-acre licensed land parcel at Nehru Place, New Delhi
• 📋 The original LOA terms and conditions remain unchanged, subject to necessary compliances by DDA
• 🏨 The extension provides additional time to complete project-related activities under the existing award
🟢 Impact: Positive. The extension preserves the project's development rights, reduces execution risk and provides additional time to advance the premium hotel project.
24 Jul 15:34 SHARE INDIA SECURITIES Q1 FY27 : CONS. NET PROFIT UP 114.68% AT ₹124.15 CR (QOQ) , UP 47.48% (YOY)
REVENUE UP 7.74% AT ₹448.09 CR (QOQ) , UP 31.25% (YOY)
EBITDA UP 71.60% AT ₹200.58 CR (QOQ) , UP 45.08% (YOY)
MARGINS AT 44.76% V 28.10% (QOQ) , V 40.49% (YOY)
24 Jul 15:34 KROSS Q1 : ADVANCES CAPACITY EXPANSION & BACKWARD INTEGRATION 🚛⚙️
• 🚚 Successfully launched precision hydraulic tipping jacks for dumpers & tip trailers; produced 220 kits in Q1FY27 with further scale-up planned
• 🏭 Axle Beam Extrusion Plant has commenced commercial production in July 2026; axle volumes increased 34% YoY
• 🔩 Progress continues on seamless tube and forging facilities, with key equipment received and remaining machinery on schedule
• ⚙️ High-pressure foundry moulding line expected by September 2026, which will double casting capacity
• 🤖 Advanced robotic axle shaft forging facility remains on track for commissioning by September 2026, strengthening backward integration and self-reliance
24 Jul 15:34 SAGILITY INDIA: STRONG Q1 WITH 32% REVENUE GROWTH, EBITDA UP 40% 🚛📈
• 💰 Revenue rose 32.3% YoY to ₹184.3 Cr in Q1FY27
• 📊 EBITDA increased 39.5% YoY to ₹22.6 Cr, supported by strong operating performance
• 🟢 PAT grew 24.4% YoY to ₹13.3 Cr, despite higher depreciation from strategic capex
• 🚚 Growth was driven by robust demand in M&HCV & Trailer segments, along with continued recovery in Tractor & Agri
• ⚙️ Operational excellence, backward integration and capacity expansion helped offset input cost pressures
🟢 Impact: Positive. Strong volume growth, expanding capacity and operational efficiencies support sustained earnings momentum.
24 Jul 15:33 CLEANMAX: RESTRUCTURES SUBSIDIARY HOLDINGS THROUGH STAKE SALE & ACQUISITION 🔋♻️
• 🏥 Approved sale of 26% stake in Clean Max Sau Pvt. Ltd. to Fortis Hospotel Ltd. (Fortis Healthcare subsidiary)
• 🧬 Approved sale of 26% stake in Clean Max Ni Pvt. Ltd. to Sterling Biotech Ltd.
• ⚡ Approved acquisition of 26% stake in Clean Max Uno Pvt. Ltd. from Alicon Castalloy for ₹1.25 crore (17,357 shares at ₹722/share)
• 🏢 Post acquisition, Clean Max Uno will become a wholly owned subsidiary of CleanMax
• 📅 Transaction is expected to be completed by 31 August 2026
🟢 Impact: Positive. The restructuring simplifies CleanMax's ownership structure, monetizes stakes in two subsidiaries while taking full control of another renewable energy asset, supporting future operational flexibility and growth.
24 Jul 15:33 NEW INDIA Q1 : ST NET LOSS AT 243 CR V 392 CR PROFIT YOY, 564 CR QOQ
NET PREMIUM UP 20 % TO 11,296 CR YOY, UP 12 % QOQ
COMBINED RATIO AT 121.1 V 116.03 % YOY, 118.18 % QOQ
24 Jul 15:33 MARUTI SUZUKI: LAUNCHES NEW BREZZA TURBO BOOSTERJET SUV 🚗⚡
• 🚀 Maruti Suzuki has launched the New Brezza Turbo Boosterjet, introducing a more powerful performance-focused variant
• ⚙️ Powered by the 1.5L Turbo Boosterjet petrol engine paired with a new 6-speed manual transmission and Progressive Smart Hybrid technology
• 💪 Delivers 81 kW power, 170 Nm torque and fuel efficiency of 20.47 km/l (Turbo MT)
• ⛽ New Brezza S-CNG now gets an underbody CNG tank, offering uncompromised boot space, Idle Start-Stop technology and 26.9 km/kg fuel efficiency
• 💰 Introductory prices for the New Brezza Turbo Boosterjet start at ₹7.39 lakh
🟢 Impact: Positive. The refreshed Brezza lineup with a turbo variant, upgraded transmission and improved CNG packaging strengthens Maruti Suzuki's competitiveness in the compact SUV segment and broadens its appeal to younger buyers.
24 Jul 15:33 TANFAC INDUSTRIES Q1 FY27 ST NET PROFIT DOWN 12.9% AT ₹16.85 CR (YOY), DOWN 6.6% (QOQ)
REVENUE UP 6.35% AT ₹187.18 CR (YOY), DOWN 3.1% (QOQ)
EBITDA DOWN 1.4% AT ₹28.57 CR (YOY), DOWN 5.8% (QOQ)
MARGINS 15.27% V 16.46% (YOY), V 15.71% (QOQ)
24 Jul 15:33 SAIL Q1 V ESTIMATES
Net Profit At ₹1,644 Cr Vs EST ₹1,703 Cr
Revenue At ₹26,245.6 Cr Vs EST ₹26,250 Cr
EBITDA At ₹4,152.6 Cr Vs EST ₹4,010 Cr
Margin At 15.82% Vs EST 15.28%
24 Jul 13:28 JINDAL STEEL Q1 V ESTIMATES
Net Profit At ₹844 Cr Vs EST ₹930 Cr
Revenue At ₹15,482 Cr Vs EST ₹13,998 Cr
EBITDA At ₹2,660.4 Cr Vs EST ₹2,498 Cr
Margin At 17.18% Vs EST 17.85%
24 Jul 13:26 KROSS LIMITED Q1 FY27 STNET PROFIT UP 24.4% AT ₹13.31 CR (YOY), DOWN 40.7% (QOQ)
REVENUE UP 32.3% AT ₹184.34 CR (YOY), DOWN 18.2% (QOQ)
EBITDA UP 39.5% AT ₹22.55 CR (YOY), DOWN 32.8% (QOQ)
MARGINS 12.23% V 11.60% (YOY), V 14.89% (QOQ)
24 Jul 13:25 MANGALAM WORLDWIDE LIMITED Q1 FY27 NET PROFIT UP 18.7% AT ₹12.02 CR (YOY), DOWN 21.8% (QOQ)
REVENUE UP 14.7% AT ₹316.22 CR (YOY), UP 19.3% (QOQ)
EBITDA UP 81.3% AT ₹29.08 CR (YOY), UP 4.9% (QOQ)
MARGINS 9.20% V 5.82% (YOY), V 10.47% (QOQ)
24 Jul 12:47 News sources report that an explosion was heard in Saudi Arabia as a result of a drone strike on a logistics depot belonging to US - Fars News.
24 Jul 12:27 SHAKTI PUMPS (INDIA) LIMITED Q1 FY27 CONS NET PROFIT DOWN 46.7% AT ₹51.59 CR (YOY), UP 34.6% (QOQ)
REVENUE UP 38.0% AT ₹858.67 CR (YOY), FLAT AT +0.1% (QOQ)
EBITDA DOWN 42.3% AT ₹82.86 CR (YOY), DOWN 0.3% (QOQ)
MARGINS 9.65% V 23.07% (YOY), V 9.69% (QOQ)
24 Jul 12:27 SHREE DIGVIJAY CEMENT COMPANY Q1 FY27 ; CONS NET PROFIT DOWN 50.5% AT ₹6.82 CR (YOY), DOWN 14.1% (QOQ)
REVENUE UP 72.1% AT ₹337.27 CR (YOY), UP 61.8% (QOQ)
EBITDA UP 22.8% AT ₹29.20 CR (YOY), UP 17.3% (QOQ)
MARGINS 8.66% V 12.13% (YOY), V 11.94% (QOQ)
24 Jul 12:27 FABTECH TECHNOLOGIES LIMITED Q1 FY27 NET PROFIT TURNAROUND AT ₹4.21 CR (vs LOSS OF ₹6.13 CR YOY), DOWN 80.9% (QOQ)
REVENUE UP 10.3% AT ₹74.98 CR (YOY), DOWN 52.7% (QOQ)
EBITDA TURNAROUND AT ₹4.25 CR (vs LOSS OF ₹6.21 CR YOY), DOWN 80.9% (QOQ)
MARGINS 5.66% V -9.14% (YOY), V 14.01% (QOQ)
24 Jul 12:27 CYIENT: ANDREW SMITH ELEVATED AS CHIEF OPERATING OFFICER 🌍🚀
• 👨💼 Cyient has elevated Andrew Smith as Chief Operating Officer (COO) to strengthen global delivery excellence and accelerate growth
• ⚙️ He will lead next-generation delivery models, improve execution agility, enhance operational scalability and customer-centric delivery
• ✈️ Andrew brings 20+ years of global engineering and operations leadership experience, including roles at Airbus, Rolls-Royce and Bombardier Transportation
• 📈 Over the last nine years at Cyient, he has led the Transportation and Semiconductor businesses, driving strategy, growth and operational performance
• 🤖 Appointment aligns with Cyient's strategy to leverage engineering intelligence and build scalable, future-ready operations
🟢 Impact: Positive. The leadership elevation strengthens Cyient's execution capabilities and supports its long-term growth, operational excellence and customer delivery strategy.
24 Jul 12:27 BANK OF INDIA Q1 : OPERATING PROFIT UP 1 % TO 5051 CR QOQ
PROVISION DOWN 3 % TO 963 CR QOQ
24 Jul 12:27 BANK OF INDIA Q1 : ST NET PROFIT UP 36 % TO 3067 CR YOY, UP 2 % QOQ
NII UP 13 % TO 6833 CR YOY, UP 2 % QOQ
24 Jul 12:27 LUDLOW JUTE: ACQUIRES 100% STAKE IN SEVA BY TARA FOUNDATION 🤝🌱
• 🏢 Ludlow Jute & Specialities has acquired 100% equity in SEVA BY TARA FOUNDATION, making it a wholly-owned subsidiary
• 📚 SEVA BY TARA FOUNDATION is a Section 8 company engaged in educational support services and other social welfare activities
• 💵 Acquisition completed through cash subscription of 1,00,000 equity shares of ₹10 each (₹10 lakh)
• 🏛️ Incorporation of the subsidiary has been approved by the Ministry of Corporate Affairs (MCA)
• 🤝 Since it is a wholly-owned subsidiary, the transaction is a related party transaction conducted within the group
🟢 Impact: Neutral. The acquisition is aimed at strengthening the company's CSR and social impact initiatives, with no material financial impact on business operations.
24 Jul 12:27 INDO TECH TRANSFORMERS: ENTERS 400 kV TRANSFORMER SEGMENT ⚡🔋
• ⚡ Received NTPC approval/qualification to manufacture 400 kV class transformers for Battery Energy Storage System (BESS) projects
• 📦 Secured an order to supply 2 units of 90 MVA, 400 kV transformers through a reputed EPC contractor
• 🚀 Expands product portfolio from the existing 220 kV range to the 400 kV Extra High Voltage (EHV) segment
• 🌱 Enhances eligibility to participate in large utility, transmission, renewable energy and BESS projects
• 💼 Expected to unlock higher-value business opportunities and strengthen the company's competitive position in the power transmission sector
🟢 Impact: Positive. Entry into the 400 kV EHV segment marks a major technological milestone and opens up larger, higher-margin opportunities in India's expanding power and energy infrastructure market.
24 Jul 12:26 RATNAVEER PRECISION ENGINEERING Q1 FY27 NET PROFIT UP 22.0% AT ₹18.24 CR (YOY), UP 7.1% (QOQ)
REVENUE UP 18.9% AT ₹314.64 CR (YOY), UP 26.4% (QOQ)
EBITDA UP 19.1% AT ₹32.18 CR (YOY), UP 13.6% (QOQ)
MARGINS 10.23% V 10.21% (YOY), V 11.38% QOQ
24 Jul 12:26 REC Q1 : ST NET PROFIT FLAT AT 9122 CR YOY , DOWN 10 % QOQ
NII DOWN 4 % TO 5140 CR YOY, UP 5 % QOQ
24 Jul 12:26 BANK OF BARODA: BOARD ENHANCES OVERSEAS FUND-RAISING LIMITS 🌍🏦
• 💵 Board retained the USD 4 billion Medium Term Note (MTN) programme
• 🌱 Introduced a USD 1 billion sub-limit for issuing Green and ESG Bonds for overseas operations, including IFSC Banking Unit (IFSBU)
• 📈 Increased overseas borrowing limit through syndicated, bilateral, club and other loan facilities from USD 5 billion to USD 10 billion
• 🌍 Enhanced resource-raising capacity is aimed at supporting the bank's international operations and funding flexibility
🟢 Impact: Positive. The move strengthens Bank of Baroda's overseas funding capabilities, improves financial flexibility and supports future business growth across international operations.
24 Jul 12:26 BANK OF BARODA: SETTLES NMC GROUP LITIGATION FOR USD 600 MILLION ⚖️🏦
• 🤝 Bank of Baroda has settled all legal claims with the administrators of the NMC Group related to the group's insolvency and fraud allegations
• 💰 Paid USD 600 million (≈₹5,680 crore) under the settlement agreement dated July 1, 2026
• 📉 Settlement amount has been charged to the Q1 FY27 Profit & Loss account
• ⚖️ Settlement brings an end to proceedings before the Abu Dhabi Global Market (ADGM) Court and the England & Wales High Court
• 🛡️ All claims have been resolved without any admission of liability or wrongdoing by Bank of Baroda
🟡 Impact: Neutral to Slightly Positive. While the one-time settlement has impacted Q1 earnings, it removes a major long-pending legal overhang and eliminates future litigation uncertainty.
24 Jul 11:39 BANK OF BARODA Q1 : GROSS NPA AT 1.99 % V 1.89 % QOQ
NET NPA AT 0.50 % V 0.45 % QOQ
24 Jul 11:39 BANK OF BARODA Q1 : OPERATING PROFIT DOWN 10 % TO 8126 CR QOQ
PROVISION DOWN 80 % TO 643 CR QOQ
24 Jul 11:39 BANK OF BARODA Q1 : ST NET PROFIT DOWN 72 % TO 1278 CR YOY , DOWN 77 % QOQ
NII UP 10 % TO 12,525 CR YOY, FLAT QOQ
24 Jul 11:39 BHILWARA SPINNERS LIMITED Q1 FY27 NET PROFIT TURNAROUND AT ₹1.91 CR (vs LOSS OF ₹2.14 CR YOY), DOWN 71.4% (QOQ)
REVENUE UP 1167% AT ₹33.84 CR (YOY), DOWN 2.1% (QOQ)
EBITDA UP SHARPLY AT ₹4.56 CR (vs ₹0.23 CR YOY), UP 6.0% (QOQ)
MARGINS 13.49% V 8.73% (YOY), V 12.44% (QOQ)
24 Jul 11:39 OMAXE AUTO Q1: ST NET PROFIT UP 48.5% AT ₹10.60 CR (YOY), DOWN 38.9% (QOQ)
REVENUE UP 22.4% AT ₹121.99 CR (YOY), DOWN 30.1% (QOQ)
EBITDA UP 61.4% AT ₹13.48 CR (YOY), DOWN 38.0% (QOQ)
MARGINS 11.05% V 8.38% (YOY), V 12.46% (QOQ)
24 Jul 11:09 JINDAL HOTEL Q1 FY27 : NET PROFIT AT 58.31 CR — TURNAROUND (YOY: LOSS 29.23 CR), DOWN 67.98% (QOQ)
REVENUE UP 18.29% AT 1,131.73 CR (YOY), DOWN 24.37% (QOQ)
EBITDA UP 40.96% AT 284.41 CR (YOY), DOWN 46.39% (QOQ)
MARGINS 25.13% V 21.09% (YOY), V 35.44% (QOQ)
24 Jul 11:09 TATA CONSUMER Q1 V ESTIMATES
Net Profit At ₹427 Cr Vs EST ₹410 Cr
Revenue At ₹5,348.8 Cr Vs EST ₹5,340 Cr
EBITDA At ₹724 Cr Vs EST ₹725 Cr
Margin At 13.5% Vs EST 13.6%
24 Jul 11:09 CORRECTION; TATA CONSUMER Q1 FY27 NET PROFIT UP 28.79% AT 427.19 CR (YOY), UP 0.75% (QOQ)
REVENUE UP 11.93% AT 5,348.88 CR (YOY), DOWN 1.56% (QOQ)
EBITDA UP 19.31% AT 724.14 CR (YOY), DOWN 8.61% (QOQ)
MARGINS 13.54% V 12.70% (YOY), V 14.59% (QOQ)
24 Jul 11:08 TATA CONSUMER Q1 FY27 : NET PROFIT UP 28.79% AT 427.19 CR (YOY), UP 0.75% (QOQ)
REVENUE UP 11.93% AT 5,348.88 CR (YOY), DOWN 1.56% (QOQ)
EBITDA UP 27.19% AT 796.08 CR (YOY), DOWN 6.79% (QOQ)
MARGINS 14.88% V 13.19% (YOY), V 15.72% (QOQ)
24 Jul 11:08 GANESH HOUSING Q1 FY27 : NET PROFIT DOWN 54.90% AT 41.96 CR (YOY), DOWN 31.62% (QOQ)
REVENUE UP 85.62% AT 279.93 CR (YOY), UP 194.50% (QOQ)
EBITDA DOWN 14.16% AT 109.78 CR (YOY), UP 53.32% (QOQ)
MARGINS 39.22% V 84.80% (YOY), V 75.31% (QOQ)
24 Jul 11:08 CYBER MEDIA Q1 FY27: NET PROFIT UP 46.04% AT 1.63 CR (YOY), DOWN 1.77% (QOQ)
REVENUE UP 95.05% AT 50.41 CR (YOY), UP 78.75% (QOQ)
EBITDA UP 27.38% AT 1.73 CR (YOY), UP 4.20% (QOQ)
MARGINS 3.42% V 5.24% (YOY), V 5.87% (QOQ)
24 Jul 11:08 CYBER MEDIA Q1 FY27 : CONS NET PROFIT UP 158.9% AT ₹0.73 CR (YOY) vs ₹0.28 CR, DOWN 11.0% (QOQ) vs ₹0.82 CR
REVENUE UP 95.0% AT ₹50.41 CR (YOY) vs ₹25.85 CR, UP 78.8% (QOQ) vs ₹28.20 CR
EBITDA UP 53.8% AT ₹2.44 CR (YOY) vs ₹1.58 CR, UP 3.9% (QOQ) vs ₹2.35 CR
MARGINS 4.84% V 6.13% (YOY), V 8.32% (QOQ)
24 Jul 11:08 DCB BANK Q1 : GROSS NPA DOWN 1 % TO 1481 CR QOQ
NET NPA DOWN 6 % TO 504 CR QOQ
24 Jul 10:10 DCB BANK Q1 : NET PROFIT UP 36 % TO 213 CR YOY, UP 4 % QOQ
NII UP 18 % TO 684 CR YOY, UP 4 % QOQ
OPERATING PROFIT UP 1 % TO 344 CR QOQ
PROVISION DOWN 17 % TO 57.07 CR QOQ
GROSS NPA AT 2.43 % V 2.45 % QOQ
NET NPA AT 0.84 % V 0.89 % QOQ
24 Jul 09:23 ACC Q1 FY27 : CONS. NET PROFIT ₹147 CR, DOWN 60.80% (YOY), DOWN 38.24% (QOQ)
REVENUE ₹5790 CR, DOWN 7.76% (YOY), DOWN 18.72% (QOQ)
EBITDA ₹488 CR, DOWN 42.45% (YOY), DOWN 27.81% (QOQ)
MARGINS AT 8.43% V 13.51% (YOY), V 9.49% (QOQ)
24 Jul 09:19 STERLITE TECH Q1 : Strategic priorities for FY27
Grow revenue share of integrated connectivity solutions
Scale 'Enterprise & DC' segment's revenue contribution
Technology leadership in next-gen optical platforms
Drive margin expansion through relentless focus on operational & cost efficiencies
24 Jul 09:19 CORRECTION - STERLITE TECHNOLOGIES Q1 FY27 : CONS. NET PROFIT ₹197 CR, UP 233.90% (QOQ), UP 1870.00% (YOY)
REVENUE ₹1910 CR, UP 32.55% (QOQ), UP 87.44% (YOY)
EBITDA ₹397 CR, UP 82.11% (QOQ), UP 183.57% (YOY)
MARGINS AT 20.79% V 15.13% (QOQ), V 13.74% (YOY)
24 Jul 09:19 STERLITE TECH Q1 ; STL's focus markets North America expected to lead demand growth, with CRU projecting a 18.6% CAGR through 2030.
24 Jul 09:17 RATTANINDIA POWER Q1 FY27: NET PROFIT AT 45.85 CR — TURNAROUND (YOY: LOSS 13.11 CR), UP 7.03% (QOQ)
REVENUE DOWN 2.85% AT 798.55 CR (YOY), UP 1.38% (QOQ)
EBITDA UP 29.28% AT 124.97 CR (YOY), DOWN 3.60% (QOQ)
MARGINS 15.65% V 11.76% (YOY), V 16.46% (QOQ)
24 Jul 09:17 STERLITE TECHNOLOGIES Q1 FY27 : CONS. NET PROFIT ₹197 CR, UP 1870.00% (YOY), UP 233.90% (QOQ)
REVENUE ₹1910 CR, UP 87.44% (YOY), UP 32.55% (QOQ)
EBITDA ₹397 CR, UP 183.57% (YOY), UP 82.11% (QOQ)
MARGINS AT 20.79% V 13.74% (YOY), V 15.13% (QOQ)
24 Jul 09:15 CG POWER Q1 ; Power Systems revenue grew 30.6% YoY vs est of 51% YoY
Industrial Systems grew 5.7% vs est of 8% YoY
OSAT facility commenced commercial production
Greenfield facility commissioning advanced by one year
24 Jul 09:01 CG POWER Q1 VS ESTIMATES
Net Profit At ₹313 Cr Vs Est ₹349 Cr
Revenue At ₹3,281 Cr Vs Est ₹3,500 Cr
EBITDA At ₹397 Cr Vs Est ₹472.3 Cr
Margin At 12% Vs Est 13.50%
24 Jul 09:01 CG POWER Q1 FY27 : CONS. NET PROFIT ₹313.01 CR, UP 16.24% (YOY), DOWN 14.35% (QOQ)
REVENUE ₹3280.81 CR, UP 13.98% (YOY), DOWN 4.68% (QOQ)
EBITDA ₹480.86 CR, UP 24.19% (YOY), DOWN 10.68% (QOQ)
MARGINS AT 14.66% V 13.35% (YOY), V 15.65% (QOQ)
24 Jul 09:01 ADANI ENERGY SOLUTIONS: WINS ₹8,500 CRORE TRANSMISSION PROJECT IN ANDHRA PRADESH ⚡🏗️
• 🏆 Adani Energy Solutions (AESL) has won an inter-state transmission project worth ~₹8,500 crore in Andhra Pradesh through the Tariff-Based Competitive Bidding (TBCB) route.
• 🌱 The project will support Green Hydrogen and Green Ammonia projects in Vizag, cater to an estimated 4,500 MW of demand and also strengthen power infrastructure for the Pendurthi–Vizag region, including upcoming AI and hyperscale data centres.
• ⚙️ The project includes 1,582 circuit km of transmission lines and 10,500 MVA of transformation capacity, increasing AESL's overall transmission network to 29,531 ckm and 1,33,675 MVA.
• 📈 With this win, AESL's transmission order book has crossed ₹80,000 crore. The project is scheduled to be completed within 30 months.
🟢 Impact: Positive (The large order strengthens AESL's order book, expands its transmission asset base and reinforces its leadership in India's energy infrastructure sector.)
24 Jul 09:01 RAMKRISHNA FORGINGS Q1 FY27 : CONS. NET PROFIT ₹46.88 CR, UP 297.62% (YOY), DOWN 16.19% (QOQ)
REVENUE ₹1216.67 CR, UP 19.84% (YOY), FLAT (QOQ)
EBITDA ₹218.47 CR, UP 47.01% (YOY), UP 4.94% (QOQ)
MARGINS AT 17.96% V 14.64% (YOY), V 17.11% (QOQ)
24 Jul 09:01 WENDT Q1 FY27 : CONS. NET PROFIT ₹6.18 CR, UP 63.49% (YOY), UP 21.41% (QOQ)
REVENUE ₹71.28 CR, UP 36.63% (YOY), UP 6.74% (QOQ)
EBITDA ₹11.00 CR, UP 51.10% (YOY), UP 2.23% (QOQ)
MARGINS AT 15.43% V 13.95% (YOY), V 16.11% (QOQ)
24 Jul 09:01 ATUL Q1 FY27 : CONS. NET PROFIT ₹245.30 CR, UP 92.02% (YOY), UP 16.73% (QOQ)
REVENUE ₹1847.95 CR, UP 25.03% (YOY), UP 10.65% (QOQ)
EBITDA ₹428.85 CR, UP 27.90% (YOY), UP 15.02% (QOQ)
MARGINS AT 23.21% V 22.66% (YOY), V 22.24% (QOQ)
24 Jul 09:01 HIND ZINC Q1 VS ESTIMATES
Net Profit At ₹5,469 Cr Vs Est ₹5,059 Cr
Revenue At ₹13,747 Cr Vs Est ₹12,599 Cr
EBITDA At ₹8,050 Cr Vs Est ₹7,698 Cr
Margin At 58.56% Vs Est 61.1%
24 Jul 09:01 HIND ZINC Q1 FY27 : CONS. NET PROFIT ₹5469 CR, UP 144.81% (YOY), UP 8.66% (QOQ)
REVENUE ₹13747 CR, UP 76.90% (YOY), UP 1.50% (QOQ)
EBITDA ₹8050 CR, UP 108.60% (YOY), UP 4.46% (QOQ)
MARGINS AT 58.56% V 49.66% (YOY), V 56.90% (QOQ)
24 Jul 07:55 RAMA PHOSPHATES Q1 FY27 : NET PROFIT UP 6.43% AT 17.06 CR (YOY), UP 218.00% (QOQ)
REVENUE UP 18.12% AT 224.80 CR (YOY), UP 2.61% (QOQ)
EBITDA UP 6.10% AT 27.90 CR (YOY), UP 179.00% (QOQ)
MARGINS 12.41% V 13.82% (YOY), V 4.57% (QOQ)
24 Jul 07:55 VMART Q1 FY27 : NET PROFIT UP 40.51% AT 47.21 CR (YOY), UP 318.53% (QOQ)
REVENUE UP 23.00% AT 1,088.81 CR (YOY), UP 12.15% (QOQ)
EBITDA UP 27.32% AT 160.64 CR (YOY), UP 51.15% (QOQ)
MARGINS 14.75% V 14.25% (YOY), V 10.95% (QOQ)
24 Jul 07:55 AUTOMOTIVE STAMPINGS Q1 FY27 : CONS. NET PROFIT ₹4.69 CR, UP 84.65% (YOY), DOWN 64.68% (QOQ)
REVENUE ₹253.32 CR, UP 46.37% (YOY), DOWN 0.87% (QOQ)
EBITDA ₹14.11 CR, UP 31.26% (YOY), DOWN 22.43% (QOQ)
MARGINS AT 5.57% V 6.21% (YOY), V 7.12% (QOQ)
24 Jul 07:52 DALMIA BHARAT Q1 FY27: CONS NET PROFIT DOWN 51.39% AT 192 CR (YOY), DOWN 51.39% (QOQ)
REVENUE UP 7.00% AT 3,890 CR (YOY), DOWN 8.36% (QOQ)
EBITDA DOWN 8.83% AT 805 CR (YOY), DOWN 10.75% (QOQ)
MARGINS 20.69% V 24.29% (YOY), V 21.25% (QOQ)
24 Jul 07:52 CORRECTION; SAPPHIRE FOODS Q1 FY27 CONS NET PROFIT AT 14.04 CR TURNAROUND (YOY: LOSS 1.80 CR), TURNAROUND (QOQ: LOSS 12.61 CR)
REVENUE UP 14.69% AT 890.96 CR (YOY), UP 14.46% (QOQ)
EBITDA UP 23.87% AT 139.79 CR (YOY), UP 12.31% (QOQ)
MARGINS 15.69% V 14.53% (YOY), V 15.71% (QOQ)
24 Jul 07:28 APAR INDUSTRIES: APPROVES UK SUBSIDIARY & BRAZIL INVESTMENT TO EXPAND GLOBAL PRESENCE 🌍⚡
• 🇬🇧 APAR Industries' Board has approved the incorporation of a wholly owned subsidiary in the United Kingdom to strengthen its international business presence.
• 🇧🇷 The Board has also approved a further investment of up to BRL 3,000,000 in its wholly owned subsidiary, Apar Industries Latam Ltda, Brazil, to support business expansion.
• 📊 The approvals were announced along with the company's Q1 FY27 financial results and form part of APAR's strategy to strengthen its overseas operations.
🟢 Impact: Positive (The expansion into the UK and additional investment in the Brazil subsidiary strengthen APAR's global footprint and support long-term international growth.)
24 Jul 07:28 CORRECTION: ACUTAAS CHEMICALS Q1 FY27 CONS NET PROFIT UP 68% AT 74.26 CR (YOY), DOWN 43.65% (QOQ)
REVENUE UP 59.10% AT 329.67 CR (YOY), DOWN 23.82% (QOQ)
EBITDA UP 122.11% AT 113.07 CR (YOY), DOWN 38.38% (QOQ)
MARGINS 34.30% V 24.57% (YOY), V 42.41% (QOQ)
24 Jul 07:28 APAR INDUSTRIES Q1 FY27 : CONS NET PROFIT UP 77.8% AT ₹4.67 CR (YOY) vs ₹2.63 CR, UP 84.5% (QOQ) vs ₹2.53 CR
REVENUE UP 29.1% AT ₹65.91 CR (YOY) vs ₹51.04 CR, DOWN 0.2% (QOQ) vs ₹66.03 CR
EBITDA UP 67.5% AT ₹7.58 CR (YOY) vs ₹4.52 CR, UP 52.8% (QOQ) vs ₹4.96 CR
MARGINS 11.49% V 8.86% (YOY), V 7.51% (QOQ)
24 Jul 07:01 ZF STEERING GEAR: RAISES ALUMINIUM PROJECT INVESTMENT TO ₹150 CRORE 🏭⚙️
• 🚀 ZF Steering Gear's wholly owned subsidiary DriveSys Systems Pvt. Ltd. has revised the project cost for its Aluminium Project from ₹100 crore to ₹150 crore, with approval from the parent company's Board.
• 🏗️ The additional investment will be used to create an Integrated Aluminium Value Chain Unit, adding facilities for anodizing, machining, cutting, punching, assembly and other downstream processing to enhance value addition.
• 📈 The revised project also includes a planned capacity expansion through the acquisition of additional adjacent land, along with investment in extra plant & machinery and related capital expenditure.
🟢 Impact: Positive (The higher investment expands manufacturing capabilities, increases value addition and supports long-term growth through enhanced aluminium processing capacity.)
24 Jul 07:01 PDS: DISSOLVES NON-OPERATIONAL US STEP-DOWN SUBSIDIARY 🏢📄
• 🏢 PDS has dissolved Design COE USA Inc., its step-down subsidiary in Delaware, USA, effective July 22, 2026, as part of its initiative to streamline the group's corporate structure by eliminating non-operational entities.
• 📉 Following the dissolution, Design COE USA Inc. has ceased to be a step-down subsidiary of the company.
• 📊 The company clarified that the subsidiary had no active business operations, with nil turnover and nil net worth, and therefore the transaction will have no material impact on PDS' financial position.
🟡 Impact: Neutral (The dissolution is an internal corporate restructuring involving a non-operational subsidiary and has no material financial or operational impact.)
24 Jul 07:01 Citi on Astral | Maintain Buy with TP of Rs 1900
Minimum Import Price imposed on PVC resin for Six Months
Should Prevent Further Channel Destocking
MIP is close to the current suspension grade PVC import price of $760/t and should put a floor on domestic PVC prices
Domestic PVC prices have recovered to Rs 85/kg (close to import parity) vs a trough of Rs 80/kg in early July
24 Jul 06:53 Mahindra Lifespace Says Demand Continues To Remain Very Good In South Mumbai - CNBCTV 18
Pune Continues To Remain Good Market For Us
Confident Based On Land Acquisition That We Will Achieve Our ₹10,000 Cr Tgt By FY30
24 Jul 06:52 Teja Engineering Industries Limited Delivers Robust FY26 Performance; Total Income, EBITDA & Net Profit Surge 42%, 58% & 56% YoY
📌 FY26 Key Financial Highlights
* Total Income of ₹78.31 Cr, YoY growth of 41.78%
* EBITDA of ₹10.84 Cr, YoY growth of 57.91%
* EBITDA Margin of 13.84%, improved by 141 Bps YoY
* Net Profit of ₹6.25 Cr, YoY growth of 55.66%
* Net Profit Margin of 7.98%, improved by 71 Bps YoY
* Diluted EPS of ₹13.25, YoY growth of 55.70%
24 Jul 06:50 SAKAR HEALTHCARE Q1 FY27 CONS NET PROFIT UP 120.2% AT ₹10.28 CR (YOY) vs ₹4.67 CR, DOWN 6.7% (QOQ) vs ₹11.02 CR
REVENUE UP 38.4% AT ₹72.97 CR (YOY) vs ₹52.74 CR, UP 2.6% (QOQ) vs ₹71.10 CR
EBITDA UP 67.2% AT ₹21.25 CR (YOY) vs ₹12.71 CR, DOWN 19.0% (QOQ) vs ₹26.24 CR
MARGINS 29.12% V 24.09% (YOY), V 36.90% (QOQ)
24 Jul 06:50 ZF STEERING GEAR (INDIA) Q1 FY27 : CONS NET PROFIT UP 55.2% AT ₹12.37 CR (YOY) vs ₹7.97 CR, TURNAROUND (QOQ) vs ₹-0.03 CR
REVENUE UP 7.6% AT ₹143.06 CR (YOY) vs ₹132.93 CR, DOWN 17.9% (QOQ) vs ₹174.34 CR
EBITDA DOWN 26.5% AT ₹13.33 CR (YOY) vs ₹18.14 CR, DOWN 36.1% (QOQ) vs ₹20.85 CR
MARGINS 9.32% V 13.65% (YOY), V 11.96% (QOQ)
24 Jul 06:50 NTPC: COMMISSIONS 64.76 MW OF KHAVDA SOLAR PROJECT IN GUJARAT ☀️⚡
• 🚀 NTPC's step-down subsidiary NTPC Renewable Energy Ltd., through NTPC Green Energy Ltd. (NGEL), has declared the commercial operation (COD) of the first 64.76 MW out of the 225 MW GSECL RE Park, Khavda Solar PV Project in Gujarat, effective 24 July 2026.
• 📈 With this commissioning, NTPC Group's total installed capacity has increased to 91,030 MW, while commercial capacity has reached 89,950 MW.
• 🌱 At the subsidiary level, NTPC Green Energy Group's total installed capacity has increased to 10,786.56 MW following the commissioning. (As shown in the subsidiary disclosure on page 2.)
🟢 Impact: Positive (The commissioning adds renewable generation capacity, strengthens NTPC's green energy portfolio and supports future renewable power generation and revenue growth.)
24 Jul 06:50 HCLTECH: TO SET UP ₹14,257 CRORE AI DATA CENTER IN ODISHA 🤖🏗️
• 🚀 HCLTech will establish its first AI Data Center in the upcoming Odisha Sovereign AI Park in partnership with Sarvam and the Government of Odisha, marking its entry into the full-stack AI infrastructure space.
• 💰 The project involves a planned capital outlay of ₹14,257 crore, including financial assistance from the Government of Odisha.
• 🧠 The AI Data Center will leverage HCLTech's full-stack AI capabilities and Sarvam's foundation models to deliver sector-specific AI solutions for public and private enterprises while strengthening India's sovereign AI ecosystem.
• 🤝 An MoU has been signed between HCLTech, the Government of Odisha and Sarvam, with the company highlighting the project as a key milestone in its full-stack AI strategy.
🟢 Impact: Positive (The large-scale AI infrastructure investment strengthens HCLTech's AI strategy, expands its sovereign AI capabilities and creates significant long-term growth opportunities.)
24 Jul 06:49 SWIGGY, ETERNAL; FLIPKART TO PILOT FOOD DELIVERY SERVICE ; ETNOW
Set to enter the food delivery business within a month
To launch a pilot food delivery service in Bengaluru
Wider rollout to depend on the pilot's performance
Scale-up plans to be decided after evaluating initial response
24 Jul 06:49 S&S POWER SWITCHGEAR: SUBSIDIARY BAGS ₹8+ CRORE ORDER FROM SIEMENS ENERGY INDIA ⚡🏭
• 🏆 S&S Power Switchgear's wholly owned subsidiary, S&S Power Switchgear Equipment Ltd. (SSPSE), has received a purchase order from Siemens Energy India Ltd. for the supply of isolators for the KCC Wagdari Package, Maharashtra project.
• 💰 The order value exceeds ₹8 crore, strengthening the company's order book and extending its partnership with Siemens Energy.
• 📅 The delivery schedule is in the next financial year, providing medium-term revenue visibility.
• 🤝 The order has been awarded by a domestic entity, and the company confirmed it is not a related-party transaction.
🟢 Impact: Positive (The order strengthens S&S Power's order pipeline, reinforces its relationship with Siemens Energy and improves future revenue visibility.)
24 Jul 06:49 AXISCADES: COMPLETES ₹39.42 CRORE LAND ACQUISITION FOR DEFENCE MANUFACTURING UNIT 🏭🛡️
• 🏗️ AXISCADES has completed the acquisition of a 32,847 sq. m. land parcel at IP Hardware Park Phase II, Telangana, from the Telangana State Industrial Infrastructure Corporation (TSIIC).
• 💰 The total acquisition cost is ₹39.42 crore.
• ⚙️ The land will be used to set up a Defence Hardware Manufacturing & Article Integration Unit (without fuel & explosives), strengthening the company's defence manufacturing capabilities.
• 🤝 The transaction is not a related-party transaction, and TSIIC is not related to the promoter/promoter group.
🟢 Impact: Positive (The land acquisition is a strategic capacity expansion that supports AXISCADES' entry into defence hardware manufacturing and strengthens its long-term growth opportunities in the defence sector.)
24 Jul 06:49 RAJRATAN GLOBAL WIRE Q1 FY27 : CONS NET PROFIT UP 69.8% AT ₹22.96 CR (YOY) vs ₹13.52 CR, UP 48.8% (QOQ) vs ₹15.43 CR
REVENUE UP 29.2% AT ₹318.35 CR (YOY) vs ₹246.51 CR, UP 1.3% (QOQ) vs ₹314.29 CR
EBITDA UP 34.8% AT ₹41.71 CR (YOY) vs ₹30.94 CR, UP 45.8% (QOQ) vs ₹28.60 CR
MARGINS 13.10% V 12.55% (YOY), V 9.10% (QOQ)
24 Jul 06:49 PTC INDUSTRIES: RECEIVES DEVELOPMENT ORDER FROM GUN FACTORY KANPUR FOR ARTILLERY GUN COMPONENTS 🛡️⚙️
• 🏭 PTC Industries has received a development order from Gun Factory Kanpur (a unit of Advanced Weapons and Equipment India Ltd.) for two major artillery gun components, strengthening its role in India's defence manufacturing ecosystem.
• ⚙️ The order covers the engineering development, manufacturing and validation of high-integrity artillery gun components designed to operate under severe load, shock, vibration and operational conditions.
• 🇮🇳 The company said the order supports Aatmanirbhar Bharat and Make in India, while expanding its capabilities toward larger and more complex defence components, assemblies and sub-systems.
• 📅 The domestic order is to be executed within 9 months. The order value has not been disclosed due to strategic and confidentiality considerations.
🟢 Impact: Positive (The order strengthens PTC Industries' defence manufacturing portfolio, enhances its strategic positioning in indigenous artillery programs and supports long-term growth opportunities in the defence sector.)
24 Jul 06:22 TAC INFOSEC: TO ACQUIRE ISRAEL-BASED SAFEHOUSE TECHNOLOGIES FOR ₹1 CRORE 🌍🔐
• 🤝 TAC InfoSec has signed a binding term sheet to acquire 100% of Israel-based Safehouse Technologies Ltd., which will become its wholly owned subsidiary (or its business and IP will be transferred after due diligence).
• 📱 Safehouse's flagship consumer cybersecurity app has 10 lakh+ downloads and a 4.2-star Google Play rating, offering VPN, encrypted browsing, phishing alerts, breach detection and privacy protection across multiple countries.
• 💰 The proposed acquisition consideration is ₹1 crore, payable through a combination of cash and TAC InfoSec shares, and includes the acquisition of Safehouse's intellectual property, including source code, product designs, trademarks and know-how.
• 🚀 The acquisition marks TAC InfoSec's strategic entry into the consumer (B2C) cybersecurity market, with plans to build TAC Safehouse Limited as a dedicated platform for consumer cybersecurity products and digital protection services.
🟢 Impact: Positive (The acquisition expands TAC InfoSec into the fast-growing consumer cybersecurity segment, adds an established product with a sizeable user base, and strengthens its long-term growth platform.)
24 Jul 06:22 FRACTAL ANALYTICS: STEP-DOWN SUBSIDIARY DISSOLVED 🏢📄
• 🏢 Fractal Analytics has informed that Fractal Frontiers Inc., a step-down subsidiary of the company and a wholly owned subsidiary of Senseforth AI Research Pvt. Ltd., has been dissolved.
• 📅 The dissolution became effective from July 21, 2026, and the company received intimation from Senseforth AI Research on July 23, 2026.
• 📌 The company noted that this follows its earlier disclosure dated May 11, 2026, when the Board had approved the proposed liquidation of Fractal Frontiers Inc.
🟡 Impact: Neutral (The dissolution was previously announced as a proposed liquidation and appears to be an internal corporate restructuring with no disclosed material operational or financial impact.)
24 Jul 06:22 SHELTER PHARMA: BAGS ORDER FROM VERKA DAIRY LUDHIANA 🐄📦
• 🏆 Shelter Pharma has received a purchase order from Verka Dairy Ludhiana, the flagship dairy brand of MILKFED Punjab, in the normal course of business.
• 💊 The order is for the supply of veterinary feed supplement products, including DIA-VET Bolus and UTRON (for retention of placenta/ecbolic use).
• 💰 The order value is ₹50,347.50 and will be executed as per the mutually agreed purchase order schedule.
• 🤝 The company stated that the order reflects the client's confidence in its capabilities and is expected to contribute positively to future revenues, profitability and overall business growth. The transaction is not a related-party transaction.
🟡 Impact: Neutral (While the order adds another customer and supports business relationships, the order value is very small and is unlikely to have a material financial impact.)
24 Jul 06:22 PETRONET LNG: DENIES REPORT ON QATARENERGY FORCE MAJEURE EXTENSION ⚠️🛢️
• 📢 Petronet LNG has clarified that it is not aware of QatarEnergy extending the Force Majeure through mid-October 2026, responding to stock exchange queries on a media report.
• 📄 The company reiterated that it had already informed the exchanges on March 5, 2026 about the Force Majeure declared by QatarEnergy and the corresponding Force Majeure declared by Petronet LNG to GAIL, IOCL and BPCL under the relevant gas sale agreements.
• 🌍 Petronet stated that the Force Majeure situation continues due to the ongoing hostilities in the region and blockage of the Strait of Hormuz.
• 🔄 The company added that it has been taking adequate mitigation measures, including providing additional regasification capacity and slots, while the financial impact remains unquantifiable at this stage.
🟡 Impact: Neutral (The clarification rules out any fresh information regarding an extension of the Force Majeure, while the existing situation and mitigation measures remain unchanged.)
24 Jul 05:43 HSBC ON INFOSYS
Target Price ₹1110
Earlier Target ₹1340
Recommendation Hold
Q1 - Hitting a weak patch
Cut its FY27 growth guidance; while it was well anticipated the quantum was higher than the consensus expectation
Company announced Ashiss Kumar Dash (internal leader) as the new CEO, taking over from 1 April 2027
Relative valuations are inexpensive, but near-term quarters are likely to remain weak
24 Jul 05:11 Thyrocare Says Speciality Diagnostic Will Be Margin Accretive - NDTV PROFIT
Expect FY27 EBITDA Margin At 31-32%
Conducted Around 6 Cr Testings In Q1
High Testing Volume Is Due To Franchise Expansion
24 Jul 05:10 HSBC India July Composite PMI At 54.3 Vs 57.1 MoM
HSBC India July Svcs PMI At 53.1 Vs 57.4 MoM
HSBC India July Mfg PMI At 53.9 Vs 54.2 MoM
24 Jul 04:55 GOLDMAN SACHS ON PRICOL
Target Price ₹780
Recommendation Accumulate
More digitization ahead for 2Ws that are electrifying + premiumizing
26% of India 2W market likely to shift from Analog to Digital instrument clusters
Excluding 2W volume growth - cluster premiumization still a ~30% medium-term growth opportunity
Honda (India's second largest 2W OEM): Business contribution poised to grow
Demerger of DICVS into Pricol Autotech pending approval
24 Jul 04:55 GOLDMAN SACHS ON SJS ENTERPRISES
Target Price ₹2850
Recommendation Accumulate
Decorative aesthetics picking up faster in premiumization-led categories
Car digital display market to reach Rs25bn at a 91% attach rate
Growing market share supported by acquisitions and export optionality
24 Jul 04:55 Sona Comstar Says Can See A Major Gain In Market Share From Denso JV & Capex Is Not That Huge - CNBCTV 18
Have ₹800 Cr Orders Of Robotics & Physical Al, To Execute Over 3-4 Years
Targetting 10x Revenue Over Next 10 Years, By FY35
Margin Guidance Has Always Been 23-24%
China Is 9% Of Our Revenue Currently, Will Grow Very Fast In Near Ter
24 Jul 04:33 Lupin : US FDA Approves Teva's Drug, Tolvaptan - CNBCTV 18
Analysts Says, It Is A $250-300 m Drug For Lupin
24 Jul 03:51 QIP LAUNCHED: DIAMOND POWER
Indicative Issue Size: Base deal of US$ 167.30 Mn (approx. INR 1600 CRORES)
Indicative Issue Price: INR 227.00/- per Equity Share
SEBI Floor Price: INR 238.92/- per Equity Share
Dilution: At base deal: ~13.49% of pre-issue outstanding equity share capital
Use of Proceeds: The Net Proceeds shall be utilized towards (i)Repayment/Pre-payment, in full or in part, of certain outstanding borrowings availed by the Company extended by the Promoter and Promoter Group Entities; (ii) Funding the incremental working capital requirements of the Company; (iii) Funding the capital expenditure, including towards expansion and development of the manufacturing facility of the Company and (iv) general corporate purposes.
MNCL, IDBI Cap Bankers to deal
24 Jul 03:45 Sahana System Limited :
Shareholders have approved a 1:5 bonus share issue and the migration of the company's listing to the mainboards of NSE and BSE.
24 Jul 03:45 Nomura on M&M Fin
Buy, TP Rs 415
Managing seasons smoothly
Healthy asset-quality trends in a seasonally weak quarter
Key risk for FY27F is monsoon deficit
1QFY27 net profit: 25% beat vs estimate
Only slight deterioration in GS 2+3 (of 14bp) q-q indicates healthy trends
Morgan Stanley on M&M Finance
Recommendation — Equal-weight; Target ₹370, Earlier Target ₹335
Q1: Good Quarter
PAT was 7% ahead of estimates driven by lower operating and credit costs
Raise FY27-29 EPS by 8 each, assuming lower operating, credit costs, slightly higher NIM
Higher target reflects macro risks, historical volatility and cyclicality but scope to re-rate
Jefferies in IndiaMart
U-P, TP Rs 1650
Q1 revs were in line while margins/profits were ahead.
Decline in paid supplier base for third straight quarter was a key negative surprise.
Margin expansion was driven by lower customer acquisition costs, which should normalize once the gross addition picks up.
Continued weakness in sub adds can disrupt network effects historically enjoyed by the platform
Cut FY28-29E EPS by ~1.5-4%
Nomura on IndiaMart
Reduce, TP Rs 1810
Paying subscriber addition woes continue – reduction continued in 1Q
Product evolution critical to improve subscriber addition in medium to long term
Believe subscriber addition has to turn meaningfully positive for stock to rise significantly from here
Value Indiamart’s core business at 18x P/E and continue to assign a 1x book value to its recent investments.
Jefferies on JSW Infra
Recommendation Accumulate; Target ₹400, Earlier Target ₹365
Capacity Additions Largely on Schedule
Environmental Clearance for its first container port at Murbe paves way for logistics solutions
Mgmt targets 60% capacity addition by Mar-27E where project progress is on track
24 Jul 03:45 Of 40bp cut, 30bp reflects NIM expansion that management had earlier expected over the coming quarters but no longer sees playing out, & 10bp reflects higher tech-related opex
Bank raised average SA rates by 20bp and peak TD rates by 20bp towards the end of 1Q, on intense deposit competition, so cost impact will flow through over coming quarters
This comes as a surprise given had expected funding costs to ease on RBI's supportive measures.
Asset quality held up: credit costs at 1.8% (down slightly q-q), though gross slippages ticked up to 2.9% (vs 2.8% in 4QFY26)
Cut FY27-28F EPS by 4-7%, building in 18-24bp lower NIMs even after lowering credit cost assumptions to 1.8% (from 2%).
CLSA on Bandhan Bk
O-P, TP Rs 235
A decent quarter but a cautious management outlook
Reported PAT of Rs5bn vs estimate of Rs5.3bn.
While NII beat estimate by 4%, lower treasury gains and higher Opex led to a PAT miss.
Gross loan growth optically accelerated to 16% due to a low YoY base.
Reported NIM was stable at 6.2% QoQ.
Asset quality was strong with the net slippage ratio declining 20bps QoQ to 1.7% (last delivered in 1QFY25).
Management cut its FY27 exit ROA target from 1.6%-1.8% earlier to 1.2%-1.4% now citing higher funding costs & a challenging external environment
While this may spook street, our estimate was lower anyway (FY28 ROA of 1.3%).
Jefferies on Bandhan Bk
Buy TP Rs 240
Q1 profit of Rs5bn (up 35% YoY on low base) was ahead of est with better loan growth, fees & MFI asset quality.
Still, mgt lowered exit FY27 ROA guidance to factor higher funding cost (due to tight liquidity) & opex.
While est. were below guidance & see benefits from FCNR-B inflows (not in guidance), cut estimates by +10%.
Vals at 1.2x FY27 adj PB can cushion downsides
Macquarie on Bandhan Bank
Recommendation — Underperform; Target ₹130
Uncertain road to recovery
PAT misses estimates
Margin outlook cut; credit costs remain elevated
Margin outlook cut; credit costs remain elevated
Nomura on Indian Hotels
Buy, TP Rs 830
1QFY27 consolidated revenue/ EBITDA 2%/3% ahead of consensus
Management expects robust domestic demand to continue in 2QFY27E
Identify two takeaways from company’s earnings call
domestic demand, in particular leisure demand, is offsetting weak international demand;
company will likely deliver above its 12-14% revenue growth guidance for FY27E
Jefferies on Indian Hotles
Buy, TP Rs 875
IHCL delivered a standout qtr despite war impact, with hotel Rev/EBITDA up 17-21% YoY, driven by 14% RevPAR growth, non-LFL adds & M&A rampup.
Reported Rev/EBITDA grew 15-17%, partly tempered by weakness in air catering.
Further, business diversification has helped Co mitigate macro volatility
Expect domestic tourism tailwinds to persist, aided by shift from Int'l travel, & raise FY27 RevPAR growth to 10%+ (vs 7-8% earlier) & EBITDA/PAT by 2-3%.
Morgan Stanley on Indian Hotels
Recommendation — Equal-weight; Target ₹783
Q1 Growth Momentum to Continue in Q2
FY27 Outlook Firm
Standalone RevPAR was in line with expectations
Company is executing well in a challenging environment
Maintained its double-digit revenue growth guidance for FY27
HSBC on M&M Fin
Upgrade to Buy, TP raised to Rs 410
Upgrade given stronger execution in fees, operating expenses, and asset quality
Increase FY27-29 EPS estimates 33-37% to reflect faster disbursements growth, stronger fees, lower expenses
TP raised at an implied valuation at 1.8x FY28e BVPS
Jefferies on M&M Fin
Hold, TP Rs 365
Q PAT rose 70%YoY (off low base) to Rs8.9bn vs. JEFe Rs8.7bn (10% consensus beat) due to lower provision.
AUM grew 12.7% YoY while NIMs dipped QoQ. AQ was resilient
Expect gradual improvement in AUM growth and range bound NIMs.
Tech and mgmt initiatives are improving underwriting which should reduce asset quality volatility vs. past.
Valuations seem reasonable, but near term risks to growth & AQ from weak monsoon leads us to retain Hold
24 Jul 03:45 Bernstein on Bajaj Auto
O-p, TP Rs 11500
Delivered a strong quarter.
While other auto companies benefited primarily from GST cuts and supportive domestic policies, Bajaj's performance was driven largely by its own execution
Would also highlight Bajaj's earnings call as a benchmark for disclosure quality.
Management was transparent on strategy, commodity inflation, production disruptions, & path from margin pressure to EBITDA recovery, providing a level of detail that remains
best-in-class among 2W OEMs.
CLSA on Bajaj Auto
O-p TP Rs 12068
1QFY27 Ebitda margin of 20.9% (+9bps QoQ and 69bps ahead of estimate), despite commodity cost inflation of 4.5% QoQ
Impact of higher raw material costs was largely offset by
(1) rupee depreciation given 40% of revenue is derived from export markets,
(2) 2.3% price increase,
(3) operating leverage,
(4) rich product mix
5) discretionary cost-control measures
MOSL on Bajaj Auto
Upgrade to Buy, TP Rs 12096
Promising outlook across segments
Earnings beat led by strong margins
Management aims to increase monthly export volumes to ~250k units from 2QFY27 onward.
Free cash flow generation reached INR23b in 1QFY27, doubling YoY and representing approximately 80% cash conversion of PAT.
Jefferies on Bajaj Auto
Hold, TP Rs 11500
Q1 EBITDA and PAT rose 42-45% YoY, 5-7% above JEFe led by better-than-expected margins.
EBITDA margin was up a slight 10bp QoQ despite severe commodity cost headwinds.
India's 2W demand is holding up well, and exports are growing strong too.
Bajaj intends to launch two new bikes under the Pulsar brand by Sep, & two new brands within FY27
Raise FY27-29E EPS by 6-8%
CLSA on TVS Motors
O-P, TP raised to Rs 4384
Delivered an 1QFY27 Ebitda margin of 12.8% (-31bps QoQ), 60bps ahead of estimate, despite a 3.5% QoQ rise in commodity costs.
TVSL offset the impact through a 1.5% price hike, operating leverage, cost optimisation initiatives and favourable currency movements, with exports contributing 26% of revenue. Management remains confident in sustaining volume momentum & expects to outperform industry for both domestic & export markets.
Jefferies on TVS Motors
Buy, TP raised to Rs 4900
Raise FY27-29 EPS by 4-5%; we are 7-21% above Street.
Q1 EBITDA and recurring PAT grew 40-41% YoY, 4-7% above JEFe.
2W demand is growing strong in both India and export markets, & like TVS's improving franchise.
Peak of margin concern also seems behind.
TVS's 39x FY27E PE appears rich (10Y avg 35x) but justified
Macquarie on TVS Motors
Recommendation — Outperform; Target ₹4325
Strong start to the year; sustainability remains key
Q1: PAT beats estimates, aided by lower credit costs
Margins resilient; asset quality strengthens
Sustainability remains the key test
JPM on Bandhan BK
Neutral, TP Rs 175
Guidance cut was key focus in Bandhan’s 1QFY27 earnings call with a significant cut in FY27 RoA and growth targets.
Bandhan has cut 4QFY27 RoA guidance by 40bps to 1.2-1.4% (vs 1.6-1.8% earlier) driven primarily by external factors:
(i) 30bps RoA impact from moderation in NIM outlook (from 6.5% to 1Q level of 6.2%) on account of tighter liquidity and elevated funding costs, and
(ii) 10bps RoA impact from elevated opex especially rising technology related costs (from 4.2% to 1Q level of 4.3%).
Also, FY27 loan growth guidance was cut to lower end of the 14-15% range guided earlier with a conscious growth slowdown owing to rising AQ risk from higher energy costs and supply chain disruptions as well as uncertain monsoons.
Nomura on Bandhan BK
Neutral, TP Rs 190
1QFY27 PAT of INR5bn (+35% y-y, -6% q-q) beat estimate by 8%, driven by strong NII, fee income and lower credit costs.
The real story, though, is management cutting FY27F RoA guidance to 1.2-1.4% (from 1.6-1.8%), citing cost-offunds pressure & rising tech opex tied to external environment
24 Jul 03:24 3i INFOTECH Q1 FY27 CONS NET PROFIT DOWN 14.4% AT ₹6.52 CR (YOY) vs ₹7.62 CR, DOWN 10.3% (QOQ) vs ₹7.27 CR
REVENUE UP 4.3% AT ₹177.94 CR (YOY) vs ₹170.55 CR, UP 1.2% (QOQ) vs ₹175.78 CR
EBITDA TURNAROUND AT ₹5.07 CR VS ₹-3.46 CR (YOY), TURNAROUND VS ₹-9.63 CR (QOQ)
MARGINS 2.85% V -2.03% (YOY), V -5.48% (QOQ)
24 Jul 03:19 GO DIGIT Q1 ; NET PROFIT FALLS 38 % TO 86.4 CR YOY
GROSS PREMIUM WRITTEN DOWN 8 % TO 2731 CR YOY
24 Jul 03:19 SONA BLW Q1 V ESTIMATES
Net Profit At ₹178.5 Cr Vs EST 173 Cr
Revenue At ₹1,301 Cr Vs EST ₹1,273 Cr
EBITDA At ₹293.3 Cr Vs EST 283 Cr
Margin At 22.5% Vs EST 22.2%
24 Jul 02:46 JPM on Mphasis
OW, TP Rs 2600
1Q beat on revenues, while margins missed.
Revenues grew 2.1% CC QQ & came in 50bps ahead of consensus & in-line with JPMe.
New deal TCV was healthy at $461mn (up 13% QQ), third consecutive quarter of >$400mn.
Ebit margins however contracted 60bps QQ to 14.8% & came 70bps below cons/JPMe.
It highlighted that it expects further acceleration in CC QQ growth in 2Q with highest growth in 3 years indicating 3% growth.
It maintained its FY27 rev growth guide of high single digits to low double digits and Ebit margin guide of 14.75-15.75%.
24 Jul 02:45 HSBC on Ujjivan SBF
Buy, TP raised to Rs 83
UJJIVANS delivered a 5% beat to estimates in 1QFY27 & revised its ROA guidance to 1.8-2% for FY27 (1.6% earlier)
Upgrade FY27-29e EPS by 15-26%, largely to reflect a much lower credit cost trajectory ahead
24 Jul 02:45 HSBC on SRF
Buy TP Rs 3300
SRF reported stellar 1QFY27 earnings as all segments exceeded expectations; EBIT/PAT grew 62%/76% y-o-y
All business segments now on a recovery path; pick-up in specialty chemicals could catalyse momentum
24 Jul 02:45 HSBC on Visha Mega
Buy, TP cut to Rs 153
1QFY27: SSSG of 10%, revenue in line with HSBCe; marginal EBITDA beat on higher GM as discounting was lowered
Price hikes have been kept minimal and taken only in higher and selected price points; mgmt sees no additional price hikes
24 Jul 02:45 Nomura on Sona BLW
Buy, TP raised to Rs 848 from Rs 720
1Q results broadly in-line
Denso JV to open up large opportunity in 4W motors globally
Key highlights: Sona 2.0 – aspire’s for 10x growth in decade ending FY35E, it also expanded into robotics & Physical AI with orderbook of Rs8bn
For the Denso JV, ambition remains global. Sona is strong in motor while Denso is strong in controllers
TAM is likely to be Rs 200bn by 2030E, but can grow exponentially from there.
Asset turnover will be 8x in 2W and 11-12x in 4W.
24 Jul 02:45 Nomura on Infosys
Buy, TP Rs 1290
1QFY27 – revenue surprises negatively led by client-specific issue
FY27E organic growth guidance cut by 170bp at mid-point
Margin guidance for FY27E unchanged at 20-22%
Smooth CEO transition remains a key monitorable
Infy is currently trading at an attractive valuation of 13x FY28F EPS of Rs80.4
24 Jul 02:36 INDIGO; Adani is not evaluating any proposal to enter the airline business.
24 Jul 02:21 JEFFERIES ON INFOSYS
Target Price ₹1020
Earlier Target ₹1235
Recommendation Hold
Worsening growth outlook in the price
Appointment of CEO-designate may help provide comfort on CEO transition
Cut estimates by 1-3% and expect Infosys to deliver 5% recurring EPS CAGR
24 Jul 02:21 CITI ON INFOSYS
Maintains Neutral stance; Target Price cut to ₹1,065 from ₹1,080
Says Q1 was weak after excluding acquisition-led contribution
Deal wins and margin performance were key positives
Volume growth and pricing missed management's own expectations
Management commentary indicates caution on discretionary spending
High competitive intensity remains a concern
Leadership transition adds another variable for investors
Remains cautious on the sector amid Al-led deflation and rising captive centre market share
24 Jul 02:08 JEFFERIES ON INDIGO
Target Price ₹5840
Earlier Target ₹5380
Recommendation Accumulate
Navigating Turbulence
Soft JunQ saw high fuel costs only partly offset by strong yield growth
In FY27, Co has shifted to measured capacity growth, focusing on yields to offset costs
Despite healthy yields, near term earnings will remain subdued, with a tougher backdrop for peers
Renewed Middle-East tensions add volatility
24 Jul 02:07 JPMORGAN ON INDIGO
MAINTAIN NEUTRAL
TARGET: ₹4,740
Q1 Missed Est As Fuel & Non-Fuel Costs Came In Higher Than Expected
Standalone PAT Ex-Fx Came In At A Loss Of 380 Cr Vs Est At 370 Cr Profit
This Level Of Deviation In Such A Volatile Quarter As Q1 Should Normally Not Be A Source Of Worry
However, It Appears That Volatility Might Continue For Rest Of Year
For Q2, Mgmt Guided For A Sharper Increase In Yields (>25%)
ASK Growth Has Been Guided At Flat YoY
More Importantly, It Appears That Fuel Costs May Remain Elevated QoQ
24 Jul 02:07 JEFFERIES ON SONA BLW
Target Price ₹900
Earlier Target ₹700
Recommendation Overweight
A World of New Opportunities
Traction motor business is growing strong, and differentials is recovering
Partnership with Denso and entry into robotics & physical Al opens up big opportunities
Sona is targeting 10x revenues in 10 years
Rich multiples should sustain given strong engineering capabilities and growth potential
24 Jul 02:07 CLSA ON INFOSYS
MAINTAIN OUTPERFORM
TARGET: ₹1,109
Q1 Revenue Growth & FY27 Guidance Cut Were Disappointing
EBIT Margin Did Beat Est & Order Book Was Steady
Lack Of Mgmt's Aggression Amid Al Disruption Was Addressed By New CEO
New CEO Has Been Heading EURS Vertical & Has Been With Co For Last 31 Years
First Time In Co's 45-Year History An Insider & Non-Founder Has Been Empowered With This Role
Co Has Been Known To Have A Highly Meritocratic Culture
24 Jul 02:07 JPMORGAN ON INFOSYS
DOWNGRADE NEUTRAL
TARGET: ₹1,050
Q1 Print Missed Sharply On Revenues
Revenue Guidance Was Cut Sharply For Second Time In A Row After A Sharp Miss In Q4
Growth Momentum Has Now Taken Multiple Hits Including Weak Demand
Rising Ai Deflation (Sometimes Mid-Contract)
Contract Challenges At Daimler & An Energy, Utilities Resources Services Contract Termination
New Organic Guide At -0.2 Tο 1.3% (1.5-3% Overall) Points To A Sharp Slowdown YoY
While Signings Have Been Strong, Ai Deflation Means Revenue Conversion Remains Soft
Margin Largely In-line & Need Some Effort In Defence Over Rest Of Year
CEO Transition Over Next Nine Months, Pave Way For A Smoother Transition
24 Jul 02:07 HSBC ON INFOSYS
DOWNGRADE HOLD
TARGET: ₹1,110 (PREVIOUS TARGET: ₹1,340)
Cut Its FY27 Growth Guidance
Guidance Cut Was Well Anticipated Quantum Was Higher Than Consensus Expectation
Co Announced Ashiss Kumar Dash (Internal Leader) As New CEO, Taking Over From April 1, 2027
Relative Valuations Are Inexpensive, But Near-Term Quarters Are Likely To Remain Weak
24 Jul 02:07 MORGAN STANLEY ON MPHASIS
Target Price ₹2730
Recommendation Overweight
Q1 first cut: Strong growth visibility partially offset by margin miss
Q2 is expected to be the best QoQ growth quarter (seen in past 3 years), in cc terms, with broad-based growth
New deal wins in fiscal Q1 at US$461mn were largely in line
24 Jul 02:07 BOFA ON INFOSYS
Target Price ₹1300
Earlier Target ₹1570
Recommendation Accumulate
Q1 demands a build up in rest of FY
Good execution on Al business and profitability
New deal wins moved up nicely from the previous quarter
24 Jul 02:06 MORGAN STANLEY ON CIPLA
Target Price ₹1218
Recommendation Underweight
In-line Q1; Hitting US$1bn US Sales Target Is Key
EBITDA fell due to Revlimid loss, war-related costs, and pre-launch investments
US revenue run rate to improve from H2
24 Jul 02:06 MORGAN STANLEY ON CYIENT
Target Price ₹820
Recommendation Underweight
Q1: Better than feared, but would wait for a sustained growth recovery
Making necessary changes to set a GTM plan in motion with relevant offerings, and this has started to reflect in deal wins
Seeing momentum in its large-deal pipeline, now its highest pipeline in the past 12 quarters
Push-out of DET margin guide of 15% EBIT margins to some time in FY28 vs Q4FY27
Slowdown in discretionary projects and potential headwinds in transportation, could mean slow growth recovery
24 Jul 02:06 MORGAN STANLEY ON INFOSYS
Target Price ₹1075
Earlier Target ₹1112
Recommendation Equal-weight
Q1: Worse than feared
Sharp cut in FY27 outlook could reflect Infosys-specific reasons
Tend to believe that growth has become more challenged for the industry as a whole
FY27 is likely to show erosion in growth outlook along with lower margins, affecting EPS growth
Deal wins were strong, and the company is progressing well on new Al services
24 Jul 02:06 KOTAK SECURITIES ON CIE AUTO
Target Price ₹450
Earlier Target ₹470
Recommendation Reduce
Weak execution; margin performance disappoints
Softer profitability in the European business due to lower volumes in Mexico
Expect its India business to grow in line with domestic blended automotive industry growth
EU automotive business trends will continue to remain muted
Favorable currency translation should support growth in INR terms
24 Jul 02:06 GOLDMAN SACHS ON PTC INDUSTRIES
Target Price ₹25770
Recommendation Accumulate
Design and Development order received for Titanium cradle in Indian Light Weight Tank
Channel checks indicate that this order pertains to Zorawar Light Tank, that Indian Army plans to induct in 2028-29
Marks transition into complex design-and-develop defense programs
Creates a new growth avenue in defense applications
Builds up expertise in developing related components for domestic platforms
24 Jul 02:05 CITI ON SONA BLW
Target Price ₹830
Earlier Target ₹700
Recommendation Accumulate
Q1 Results Above Estimates, Driven by Healthy Revenue Growth
Outlook Is Positive
Margins were impacted by rise in commodity and labor costs, although trends have improved in June
24 Jul 02:05 JEFFERIES ON SRF
Target Price ₹2540
Earlier Target ₹2450
Recommendation Hold
Reported a strong beat led by Technical Textiles and Packaging Films
Speciality chemical segment recovery is elusive
Stock has corrected 14% YTD as it heads into seasonal weakness and trades at long term average
Leaves limited room for downside
Raise Ebitda 3%/2% for FY27/28
24 Jul 02:05 JEFFERIES ON CIPLA
Target Price ₹ 1170
Earlier Target ₹ 1120
Recommendation Underperform
Higher costs drive a miss in June-Q, downside risk to US guidance persists
Q1 missed due to higher costs and lower sales from North America (NA)
North America exit rate of US$250m in Q4 is a tall ask especially with a gradual ramp-up of recently launched gVentolin
See downside risk to Ebitda margin guidance of 18.5-20% if key US launches are delayed
Raise FY27 EPS ests by 2% on higher forex, FY28/29 largely unchanged
24 Jul 02:05 CLSA ON PRICE ACTION
Nifty continues to consolidate in a narrow range below the 200DMA and the June-July highs at the 24,515-24,801 area
This narrow range has formed within the broader trading range that has formed off the October 2024 highs between 23,100-23,103 support and 24,500-24,515 resistance
Until one of these boundaries is decisively breached, range-bound conditions are likely to persist
Limited evidence of a sustained directional trend emerging at the large-cap index level
24 Jul 02:05 CITI ON INDIGO
Target Price ₹5800
Earlier Target ₹5100
Recommendation Accumulate
Q1 Below Estimates: Strong Yield Offset by Higher Fuel Cost
Demand outlook steady but cost environment uncertain
At the profit level better yields are offset by higher fuel prices
24 Jul 01:54 CANTOR ON ADANI ENERGY
Target Price ₹1819
Recommendation Overweight
Transmission and Energy Solutions Drive 23% EBITDA Beat
The operating backdrop remained supportive
View the result positively and as further evidence that AESL is entering the earnings-conversion phase of its investment cycle
24 Jul 01:53 CANTOR ON ADANI GREEN
Target Price ₹1570
Recommendation Overweight
EBITDA Beat; 20GW Milestone Highlights Strong Execution
Execution remains the highlight in the AGEL story
In our view, the key debate is no longer execution, but monetization
24 Jul 01:53 CITI ON CIPLA
Target Price ₹ 1700
Recommendation Accumulate
Strong India Execution, US Launch Momentum Building; Margin Miss Temporary
India: sustains double digit growth momentum
US: launch momentum building up
Temporary blip in margins; guidance maintained for FY27E
24 Jul 01:51 UBS ON MEESHO
Target Price ₹210
Recommendation Accumulate
Q1FY27: Solid results; Eco-system Flywheel at Play
Topline growth remained strong and margins ahead of expectations
Marketing spend is expected to rise to support festive demand
Q2 should see higher user acquisition spend but softer NMV growth, with growth normalizing in Q3
24 Jul 01:51 UBS ON SWIGGY
Target Price ₹ 355
Recommendation Accumulate
To cap foreign ownership at 49.5%; seeks shareholder approval for IOCC related AoA changes
The cap facilitates inventory ownership and could support a 50-70bp improvement in Instamart EBITDA margins
49.5% limit leaves limited headroom for foreign investors, it enhances strategic and operational flexibility
24 Jul 01:51 CANTOR ON ADANI POWER
Target Price ₹266
Recommendation Overweight
Record Dispatch Drives 19% Beat in Continuing EBITDA
Delivered a strong Q1 print, underpinned by record quarterly dispatches and a clear core earnings beat
Operating outperformance was driven primarily by stronger contracted volumes and improved utilization
Key debate from the print is not the size of the beat, but the quality of earnings and the funding implications of the capacity ramp
24 Jul 01:51 BOFA ON INDIGO
Target Price ₹5350
Earlier Target ₹5800
Recommendation Accumulate
Q1 misses on fuel, Hormuz in focus from here
Q1 results: Fuel costs disappoint
Outlook: Good pricing, but fuel costs & capacity cuts
24 Jul 01:51 JPMORGAN ON CIPLA
Target Price ₹1600
Earlier Target ₹1550
Recommendation Overweight
Revenue in line, miss on margins
Sequential uptick in US to be supported by key launches
India outlook remains healthy, led by branded prescriptions
One Africa: Private-market outperformance remains the focus; EMEU: Top-line growth prioritized
US launch pipeline + India momentum underpin upside; key catalysts ahead
24 Jul 01:50 SHADOWFAX ; Block Deal Size Has Likely Been Upsized To 14.20% From 9.08% Stake: - CNBC-TV18
Shadowfax Tech Shares Worth Rs 1,640 Cr On Offer In Block Deal
Floor price Set At Rs 197/Sh, A Discount Of Up To 9.87% To CMP
Sellers’ Residual Holding Subject To A 90-day Lock-in
24 Jul 01:50 MPHASIS Q1 FY27 ; CONS. NET PROFIT DOWN 4 % AT 489 CR (QOQ) , UP 11 % (YOY)
REVENUE UP 3 % AT 4384 CR (QOQ) , UP 17 % (YOY)
EBIT DOWN 1 % AT 648.1 CR (QOQ) , UP 14 % (YOY)
MARGINS AT 14.78 % V 15.37 % (QOQ) , 15.3 % (YOY)
24 Jul 01:50 IRAN REJECTS US CEASE-FIRE DEAL PRESENTED BY IRAQI LEADER: NYT
24 Jul 01:50 AI CAPEX WORRIES HIT BIG TECH 📉🤖
• 🔴 Alphabet (Google) shares fell nearly 7%, while Tesla plunged 14.5%
• 💸 Investors were concerned over rising AI spending and negative free cash flow at both companies
• 🏗️ Alphabet raised FY26 AI & infrastructure capex target to $205 billion (up $15 billion from prior guidance)
• ⚡ Tesla expects to spend up to $25 billion this year on investments
• 🤔 Markets remain skeptical about when massive AI investments will translate into meaningful returns
🟠 Impact: Negative for global technology stocks as investors become more cautious about heavy AI spending despite strong revenue growth.
24 Jul 01:50 Trump: China's Xi is coming on Sept 24th
24 Jul 01:49 Trump says Iran's funds will be used for future damages; US launches fresh strikes
The United States carried out a 12th consecutive night of strikes on Iran, saying the attacks aim to weaken Tehran's ability to threaten shipping in the Strait of Hormuz.
24 Jul 01:49 U.S ; 10% tariff on goods of Argentina, Bangladesh, Cambodia, Canada, Ecuador, El Salvador, Guatemala, Honduras, India, Indonesia, Jordan, Malaysia, Mexico, Pakistan, Sri Lanka, the United Kingdom, and Trinidad and Tobago
24 Jul 01:49 TEXTILES, SEAFOOD STOCKS ; U.S. official: several countries, including India, reduce previously proposed 12.5% tariff to 10% 🟢🟢
24 Jul 01:49 U.S. official: president will employ available tools, including tariffs, to achieve desired outcomes
section 122 duties to end July 24 as new section 301 levies begin
24 Jul 01:48 U.S. official: oil, gas, fertilizer and select food products to be exempted
U.S. Official: New Section 301 Tariffs Start at 12:01 a.m. July 24 (0401 GMT)
U.S. official: products meeting USMCA exempted because of integrated North American supply chains, high U.S. content levels
U.S. official: goods under section 232 national security tariffs exempt from new forced labor duties
24 Jul 01:48 US imposes 10% tariff on India over forced labor.
New forced labor tariffs mostly follow June plan
24 Jul 01:48 US sets 10%-12.5% tariff for many nations, citing forced labor
US forced-labor tariffs begin as prior 10% global duty expires
US exempts oil, gas, fertilizer, and food stuffs from labor tariffs
24 Jul 01:48 Fourth round of US-Mexico review talks planned for early September: Mexico economy ministry
24 Jul 01:48 Dow drops 500 points as Brent crude surges above $100; Alphabet and Tesla tank
🔴 Nasdaq: -2.15% (Worst performer)
• 🔴 S&P 500: -1.21%
• 🔴 Dow Jones: -0.97%
• 🔴 Russell 2000: -0.61%
23 Jul 17:50 FRACTAL ANALYTICS Q1 FY27 CONS NET PROFIT UP 91.8% AT ₹72.3 CR (YOY), DOWN 37.6% (QOQ)
REVENUE UP 20.0% AT ₹912.5 CR (YOY), UP 3.0% (QOQ)
EBITDA UP 39.1% AT ₹142.9 CR (YOY), DOWN 20.7% (QOQ)
MARGINS 15.66% V 13.51% (YOY), V 20.34% (QOQ)
23 Jul 17:50 ACME SOLAR: OPERATIONALIZES 3.62 GWH BESS CAPACITY IN RAJASTHAN ⚡🔋
• 🔋 Operational BESS capacity reaches ~3.62 GWh across 3 project sites in Rajasthan, among the fastest BESS scale-ups in India
• ⚡ Commissioned ~2.29 GWh of BESS capacity in the current financial year till date
• 🌞 Milestone strengthens grid stability, supports peak-hour demand and enables round-the-clock renewable power
• 🔥 RCA on the Pokhran BESS incident confirms an electrical short circuit caused a localized AC cable fire; no equipment damage and restoration has been completed
• 🏗️ Operational contracted portfolio: 2,990 MW + ~3.62 GWh BESS; under-construction portfolio: 5,080 MW
🟢 Impact: Positive (Higher operational BESS capacity strengthens ACME's renewable energy portfolio and execution track record.)
23 Jul 17:50 DIAMOND POWER: QIP OPENS, FLOOR PRICE FIXED AT ₹238.92 PER SHARE 💰
• 🏛️ Management Committee approved the launch of the Qualified Institutional Placement (QIP)
• 💵 Floor price fixed at ₹238.92 per equity share under SEBI ICDR Regulations
• 📅 Issue opened on July 23, 2026
• 📉 Company may offer up to 5% discount on the floor price, subject to applicable approvals
• 📄 Preliminary Placement Document and application forms approved for eligible institutional buyers
🟡 Impact: Neutral (Facilitates capital raising for growth, but potential equity dilution may weigh on existing shareholders until final pricing and fund utilization are disclosed.)
23 Jul 17:50 ROUTE MOBILE LIMITED - Q1 FY27 CONS NET PROFIT UP 17.7% AT 62.61 CR (YOY), DOWN 42.7% (QOQ)
REVENUE UP 9.6% AT 1,151.51 CR (YOY), UP 1.8% (QOQ)
EBITDA UP 12.3% AT 105.48 CR (YOY), DOWN 22.6% (QOQ)
MARGINS 9.16% V 8.94% (YOY), V 12.05% (QOQ)
23 Jul 17:50 ROUTE MOBILE Q1: MANAGEMENT COMMENTARY 📡
• 📈 Revenue grew both YoY and QoQ, reflecting healthy demand and customer engagement
• 📊 Profitability was impacted by market-related factors, with management taking targeted steps to restore margins
• ⚙️ Focus on improving operational efficiency and rebuilding traffic with existing customers
• 🤝 Expanding new customer relationships and accelerating adoption of higher-value solutions
• 🌍 Leveraging Proximus Global's scale to strengthen portfolio and drive long-term sustainable growth
23 Jul 16:38 CYBERTECH SOFTWARE Q1 FY27 :CONS NET PROFIT UP 16 % AT 9.47 CR (YOY), UP 34 % (QOQ)
REVENUE UP 18 % AT 68.4 CR (YOY) ,UP 10 % (QOQ)
EBITDA UP 16 % AT 5.71 CR (YOY), FLAT %(QOQ)
MARGINS AT 8.35 % V 8.45 % (YOY), 9.16 % (QOQ)
23 Jul 16:38 MBL INFRA Q1 FY27 CONS NET LOSS AT 5.19 CR V 13.78 CR LOSS (YOY), 14.98 CR PROFIT (QOQ)
REVENUE UP 36 % AT 37.55 CR (YOY) , DOWN 28 % (QOQ)
EBITDA LOSS AT 1.1 CR V 32.63 CR LOSS (YOY), 4.67 CR LOSS (QOQ)
MARGINS AT -2.92 % V -117.8 % (YOY), -8.93 % (QOQ)
23 Jul 16:38 KRN HEAT EXCHANGER: SECURES ₹50.87 CR DOMESTIC ORDER 📦
• 🏭 Wholly owned subsidiary KRN HVAC Products Pvt. Ltd. has received a domestic order for supply of Heat Exchanger Coils
• 💰 Order value: ₹43.11 crore (excluding GST)
• 🧾 GST: ₹7.76 crore
• 📦 Total order value: ₹50.87 crore (including GST)
• ⏳ Delivery to be executed as per the order terms
• ✅ Order received in the normal course of business; not a related party transaction
🟢 Impact: Positive (Strengthens order book and provides revenue visibility.)
23 Jul 16:38 Fineotex Chemical Q1: OUTLOOK & GROWTH ROADMAP 🚀
• 🇺🇸 Expanding manufacturing capacity in the USA, with focus on sustainable and fungible production
• 🛢️ Targeting growth from Oil & Gas and Water Treatment sectors, driven by urbanisation, desalination and pipeline expansion
• 🤝 Exploring inorganic growth opportunities to accelerate expansion
• 📈 Aiming to increase wallet share from existing customers and expand sustainable products in the detergent market
• 🌍 Presentation also highlights CrudeChem Technologies, a U.S.-based specialty oilfield chemicals business, strengthening FCL's global presence
23 Jul 15:26 ORIENT CEMENT Q1 FY27: NET PROFIT DOWN 62% AT 77 CR (YOY), UP 40% (QOQ)
REVENUE DOWN 30% AT 604 CR (YOY), DOWN 7% (QOQ)
EBITDA DOWN 36% AT 173 CR (YOY), UP 24% (QOQ)
MARGINS 28.64% V 33.14% (YOY), V 21.64% (QOQ)
23 Jul 15:04 SHADOWFAX TECH ; Eight Roads, Flipkart & IMM India Fund Likely To Sell Up To 9.08% Stake In Co - CNBC-TV18
Shadowfax Tech Shares Worth 1,047.5 Cr On Offer In Block Deal
Floor price Set At ₹197/Sh, A Discount Of Up To 9.87% Το CMP
Sellers' Residual Holding Subject To A 90-day Lock-in
23 Jul 15:01 MBL INFRASTRUCTURE Q1 FY27: CONS NET LOSS NARROWS TO -5.19 CR V LOSS OF 12.45 CR (YOY), V LOSS OF 8.46 CR (QOQ)
REVENUE UP 36% AT 37.55 CR (YOY), DOWN 28% (QOQ)
EBITDA TURNAROUND AT 24.42 CR V LOSS OF 6.28 CR (YOY), DOWN 62% (QOQ)
MARGINS 65.04% V -22.68% (YOY), V 118.99% (QOQ)
23 Jul 15:01 3i INFOTECH Q1 FY27: CONS NET PROFIT DOWN 14% AT 6.52 CR (YOY), DOWN 10% (QOQ)
REVENUE UP 4% AT 177.94 CR (YOY), UP 1% (QOQ)
EBITDA DOWN 3% AT 12.46 CR (YOY), DOWN 8% (QOQ)
MARGINS 7.00% V 7.51% (YOY), V 7.65% (QOQ)
23 Jul 15:01 KRSNAA DIAGNOSTICS: EXPANDS HIMACHAL PRADESH PPP CT SCAN PROJECT TO 34 CENTRES 🏥📈
• 🤝 Krsnaa Diagnostics has signed a Public Private Partnership (PPP) agreement with the Health & Family Welfare Department, Government of Himachal Pradesh to set up, operate and manage CT Scan diagnostic facilities at 34 Government Health Institutions across the state.
• 📈 The project scope has been expanded from 12 to 34 Government Health Institutions, making it one of the company's largest government partnerships for CT scan diagnostic services.
• 📅 The project will run on a PPP model for an initial 7 years, with an option to extend by another 3 years, and will operate on a majority cash basis.
• 💰 The company stated that the contract value cannot currently be estimated, as it is a new project.
🟢 Impact: Positive (The significant expansion in project scope strengthens Krsnaa Diagnostics' government healthcare portfolio, improves long-term revenue visibility and reinforces its leadership in PPP diagnostics.)
23 Jul 14:45 HDFC BANK ; US law firm probes Bk over alleged securities law violations.
Law offices of Frank R Cruz, Howard G Smith also launch probe into Bank
Alert: MSRDC is Maharashtra State Road Development Corp
23 Jul 14:43 BELDING INDIA: ACQUIRES 100% STAKE IN EVOLVE IT SOLUTIONS 🚀🛡️
• 🤝 Belding India has acquired a 100% equity stake in Evolve IT Solutions Pvt. Ltd., strengthening its presence in advanced manufacturing and security technologies.
• 🛡️ Evolve specializes in advanced X-ray inspection and security screening solutions, including baggage scanners, cargo inspection systems, vehicle scanners, under-vehicle surveillance systems and dual-view X-ray systems, serving airports, ports, defence, metro rail and other critical infrastructure.
• ⚙️ The acquisition expands Belding's capabilities in AI-enabled imaging, industrial electronics, precision engineering and mission-critical security technologies, creating opportunities in both domestic and international markets.
• 🇮🇳 The company said the acquisition supports its strategy to build an indigenous engineering and technology platform, while promoting Make in India, import substitution and long-term growth.
🟢 Impact: Positive (The acquisition broadens Belding's technology portfolio, strengthens its defence and security offerings, and enhances long-term growth prospects.)
23 Jul 14:39 INDIABULLS LIMITED Q1 FY27: CONS NET PROFIT TURNAROUND AT 142.99 CR V LOSS OF 2.21 CR (YOY), DOWN 27% (QOQ)
REVENUE UP 292% AT 359.45 CR (YOY), DOWN 12% (QOQ)
EBITDA UP 612% AT 178.90 CR (YOY), UP 55% (QOQ)
MARGINS 49.77% V 27.42% (YOY), V 28.16% (QOQ)
23 Jul 14:39 JD CABLES: BAGS ₹18 CRORE ORDER FOR CABLES & CONDUCTORS 🏗️⚡
• 🏆 JD Cables has secured a work order worth approximately ₹18 crore (including GST) from reputed Government and Private entities for the manufacturing, testing, supply and delivery of cables & conductors.
• ⚡ The order is for the domestic market and covers the supply of cables & conductors.
• 📅 The company expects to complete delivery by September 2026, providing near-term revenue visibility.
• 🤝 JD Cables confirmed that the order is not a related-party transaction, and promoters have no interest in the entities awarding the contract.
🟢 Impact: Positive (The ₹18 crore order strengthens the company's order book and supports revenue growth over the coming months.)
23 Jul 14:39 HARIOM PIPE: CRISIL REVISES RATING OUTLOOK TO 'STABLE' 📈🏦
• ⭐ CRISIL Ratings has revised the outlook on Hariom Pipe Industries' long-term bank facilities from 'CRISIL A-/Watch Developing' to 'CRISIL A-/Stable'.
• ✅ The short-term non-fund based rating has also been revised from 'CRISIL A2+/Watch Developing' to 'CRISIL A2+', with the 'Watch Developing' status removed.
• 🏦 The revised ratings apply to the company's fund-based long-term and non-fund based short-term banking facilities.
🟢 Impact: Positive (Removal of the 'Watch Developing' status and assignment of a stable outlook reflect improved credit profile and enhance the company's credibility with lenders.)
23 Jul 14:39 SESHAASAI TECHNOLOGIES Q1 FY27: CONS NET PROFIT DOWN 26% AT 60.34 CR (QOQ), UP 64% (YOY)
REVENUE DOWN 7% AT 376.47 CR (QOQ), UP 21% (YOY)
EBITDA DOWN 12% AT 92.61 CR (QOQ), UP 41% (YOY)
MARGINS AT 24.60% V 26.60% (QOQ), V 21.16% (YOY)
23 Jul 14:26 Neetu Yoshi Secures ₹2.99 Cr Order from South East Central Railway
Neetu Yoshi Limited has secured railway engineering order worth ₹2.99 Cr, further strengthening its position as a trusted supplier of railway components for the Indian Railways ecosystem.
Order Details:
• Order Value : ₹2.99 Cr
• Client: South East Central Railway
• Scope of Supply : Manufacture & supply of Centre Pivot Top for CASNUB 22 HS (Mod-I) Bogie
• Execution Timeline : Phased deliveries commencing immediately, scheduled up to 31 July 2027
This order underscores Neetu Yoshi's expanding presence in the railway engineering sector and highlights its capability to deliver mission-critical components to Indian Railways, supporting sustained business momentum.
23 Jul 14:25 SPANDANA SPHOORTY Q1 FY27: CONS NET PROFIT TURNAROUND AT 11.88 CR V LOSS OF 360.21 CR (YOY), UP 125% (QOQ)
REVENUE DOWN 6% AT 283.91 CR (YOY), UP 9% (QOQ)
EBITDA TURNAROUND AT 152.20 CR V LOSS OF 322.90 CR (YOY), UP 10% (QOQ)
MARGINS 53.61% V -107.47% (YOY), V 53.17% (QOQ)
23 Jul 14:25 GUJARAT ALKALIES Q1 :CONS NET PROFIT AT 55 CR V 13.78 CR LOSS (YOY), UP 268 % (QOQ)
REVENUE UP 13 % AT 1244 CR (YOY) ,UP 24 % (QOQ)
EBITDA UP 90 % AT 221.2 CR (YOY),UP 31 %(QOQ)
MARGINS AT 17.8 % V 10.54 % (YOY), 16.8 % (QOQ)
23 Jul 14:25 ALLIED BLENDERS Q1 :CONS NET PROFIT DOWN 13 % AT 49.2 CR (YOY), UP 20 % (QOQ)
REVENUE UP 6 % AT 976 CR (YOY) ,DOWN 3 % (QOQ)
EBITDA UP 4 % AT 116.3 CR (YOY),DOWN 31 %(QOQ)
MARGINS AT 11.91 % V 12.13 % (YOY), 16.78 % (QOQ)
23 Jul 14:25 U.S MARKET OPENS LOWER , DOW DOWN 400 PTS , NASDAQ DOWN 1.6 %
23 Jul 13:19 IIFL CAPITAL Q1 FY27 : CONS. NET PROFIT ₹184.09 CR, UP 60.44% (QOQ), UP 4.99% (YOY)
REVENUE ₹631.48 CR, DOWN 1.99% (QOQ), UP 2.29% (YOY)
EBITDA ₹225.85 CR, UP 0.97% (QOQ), UP 2.16% (YOY)
MARGINS AT 35.77% V 34.72% (QOQ), V 35.81% (YOY)
23 Jul 13:19 BRENT CRUDE OIL TOUCHED $ 100
23 Jul 13:02 KELLTON TECH Q1 FY27 CONS NET PROFIT DOWN 1.5% AT 22.32 CR (YOY), UP 14.4% (QOQ)
REVENUE UP 6.8% AT 315.62 CR (YOY), UP 0.6% (QOQ)
EBIT DOWN 4.7% AT 28.86 CR (YOY), UP 50.1% (QOQ)
MARGINS 9.15% V 10.25% (YOY), V 6.13% (QOQ)
23 Jul 12:57 HINDUSTAN ZINC: DISCLOSES PROMOTER GROUP'S $2.25 BN FACILITY AGREEMENT 📑
• 🏦 Hindustan Zinc informed exchanges about a $2.25 billion Facility Agreement entered into by Twin Star Holdings, along with Vedanta group entities
• 📌 HZL is not a party to the agreement, but certain identified clauses may become applicable to HZL as a Vedanta group company after facility utilisation
• ⚖️ Agreement contains customary lender protections and covenants, including restrictions on certain actions such as creation of security, mergers, asset transfers and specific transactions, subject to agreed carve-outs
• 🚫 Company clarified there is no direct impact on HZL's management or control, and no quantified liability has been imposed on HZL
• ℹ️ Disclosure has been made under SEBI Regulation 30A due to the promoter group's financing arrangement
🟡 Impact: Neutral (This is a regulatory disclosure relating to promoter group financing. HZL is not a borrower or guarantor, and the company has stated there is no direct impact on its management or control.)
23 Jul 12:54 HINDUSTAN COMPOSITES Q1 FY27 CONS NET PROFIT UP 16% AT 8.68 CR (YOY), DOWN 26% (QOQ)
REVENUE UP 37% AT 20.05 CR (YOY), UP 11% (QOQ)
EBITDA DOWN 18.3% AT 2.54 CR (YOY), UP 3.7% (QOQ)
MARGINS 12.67% V 21.27% (YOY), V 13.57% (QOQ)
23 Jul 12:54 FINEOTEX CHEMICAL Q1 FY27 CONS NET PROFIT UP 93% AT 48.21 CR (YOY), UP 10% (QOQ)
REVENUE UP 175% AT 376.63 CR (YOY), UP 20% (QOQ)
EBITDA UP 135% AT 59.14 CR (YOY), UP 35% (QOQ)
MARGINS 15.71% V 18.39% (YOY), V 13.93% (QOQ)
23 Jul 12:36 US CONTINUED JOBLESS CLAIMS ACTUAL 1.796M (FORECAST 1.809M, PREVIOUS 1.805M)
US INITIAL JOBLESS CLAIMS ACTUAL 187K (FORECAST 210K, PREVIOUS 208K
23 Jul 12:36 NEETU YOSHI: BAGS ₹17.12 CR RAILWAY ORDERS 🚆
• 🏭 Received purchase orders worth ₹17.12 crore from Integral Coach Factory (ICF), Indian Railways and an India-based manufacturer
• 🔩 Order includes Axle Box Housing, Cast Steel Bearing Plates, Cast Steel Slide Chairs and Cast Steel Insulated Tie Plates
• 📅 Execution to begin immediately, with phased deliveries from October 2026 to September 2027
• 📈 Order strengthens revenue visibility and reinforces the company's position as a trusted RDSO-certified railway components supplier
🟢 Impact: Positive (Strengthens the order book, improves revenue visibility over the next year, and reinforces Neetu Yoshi's presence in the railway manufacturing ecosystem.)
23 Jul 12:36 SHIVALIK RASAYAN: BOARD APPROVES ₹33 CR PREFERENTIAL FUNDRAISE 💰
• 📈 Board approved preferential issue worth up to ₹33 crore comprising equity shares and fully convertible warrants
• 💵 3.72 lakh equity shares to be issued at ₹250/share, raising ₹9.30 crore
• 🔄 9.48 lakh fully convertible warrants at ₹250/warrant, raising ₹23.70 crore, convertible into equity within 18 months
• 👥 Warrants allotted to Growel Remedies (Promoter) and two Public investors; equity shares allotted to 5 Public investors
• 🗳️ Proposal subject to shareholders' and regulatory approvals; EGM scheduled on 20 August 2026
🟢 Impact: Positive (The ₹33 crore capital raise strengthens the balance sheet, supports future growth, and reflects continued promoter participation through warrant subscription.)
23 Jul 12:36 SHIVALIK RASAYAN: BOARD APPROVES ₹9.3 CR PREFERENTIAL ISSUE 💰
• 📋 Board approved issuance of up to 3.72 lakh equity shares on a preferential basis
• 💵 Shares to be issued at ₹250 per share, aggregating up to ₹9.30 crore
• 👥 Preferential allotment to 5 public category investors ( Harish Pande Jt. Usha Pande, Ashwani Kumar Sharma, Usha Pande Jt. Harish Pande, Deepa Pande, Jaideep Mahesh Chandra Dwivedi), no promoter allotment
• 🗳️ Issue is subject to shareholders' and regulatory approvals
• 🏭 Funds expected to support the company's growth and business requirements
🟢 Impact: Positive (Capital infusion strengthens the balance sheet and provides funds for future growth, with no promoter dilution.)
23 Jul 12:27 GRP LIMITED Q1 FY27 CONSOLIDATED
CONS NET PROFIT UP 140% AT 4.20 CR (YOY), TURNAROUND FROM LOSS (QOQ)
REVENUE UP 27% AT 156.83 CR (YOY), UP 9% (QOQ)
EBITDA UP 70% AT 16.90 CR (YOY), UP 89% (QOQ)
MARGINS 10.78% V 8.02% (YOY), V 6.19% (QOQ)
23 Jul 12:27 GROVY INDIA LIMITED Q1 FY27 CONS NET PROFIT UP 73% AT 1.90 CR (YOY), UP 114% (QOQ)
REVENUE UP 233% AT 27.50 CR (YOY), UP 294% (QOQ)
EBITDA UP 84% AT 2.69 CR (YOY), UP 329% (QOQ)
MARGINS 9.77% V 17.73% (YOY), V 8.96% (QOQ)
23 Jul 12:27 Trump on Truth Social: US will hold Iran responsible for Houthi attacks.
23 Jul 12:27 Trump on Iran, Houthis: If they do this again there will be punishment.
23 Jul 12:26 LANDMARK CARS : Mercedes-Benz Preps For Third Price Hike, Stays Bullish On India's Luxury Car Market
23 Jul 12:26 SHEMAROO ENTVQ1 FY27: CONS NET LOSS NARROWS TO -8.05 CR V LOSS OF 45.81 CR (YOY), V LOSS OF 72.12 CR (QOQ)
REVENUE DOWN 6% AT 131.68 CR (YOY), DOWN 6% (QOQ)
EBITDA LOSS NARROWS TO -1.82 CR V LOSS OF 55.50 CR (YOY), V LOSS OF 87.20 CR (QOQ)
MARGINS -1.38% V -39.78% (YOY), V -62.52% (QOQ)
23 Jul 12:26 SURYODAY SFB Q1 : ACTUAL GROSS NPA UP 8 % TO 931 CR QOQ
NET NPA DOWN 69 % TO 170 CR QOQ
23 Jul 12:26 SURYODAY SFB Q1 : GROSS NPA AT 6.6 % V 6.55 % QOQ
NET NPA AT 1.27 % V 4.21 % QOQ
23 Jul 12:26 SURYODAY SFB Q1 : OPERATING PROFIT UP 29 % TO 138 CR QOQ
PROVISION DOWN 13 % TO 36 CR QOQ
23 Jul 12:03 SURYODAY SFB Q1 : NET PROFIT UP 113 % TO 75 CR YOY, UP 51 % QOQ
NII UP 28 % TO 316 CR YOY, FLAT QOQ
23 Jul 12:03 MEESHO Q1: MARGINS IMPROVE AS AI & COMMERCE ECOSYSTEM SCALE 📈🤖
• 📊 Contribution Margin expanded to 4.6% of NMV, driven by logistics optimisation, higher prepaid orders, better monetisation and cost discipline
• 💰 Marketplace Adjusted EBITDA improved to (1.2%) of NMV, reflecting stronger unit economics
• 🛍️ Meesho Mall grew ~93% YoY, with 1,200+ brands across beauty, fashion, grocery, baby care and wellness
• 🎥 Content Commerce NMV surged 141% YoY, while active order-generating content increased to 1.7 million, aided by AI-powered creator tools
• 💵 Cash balance stood at ₹6,521 Cr, providing flexibility to invest in AI, engineering and long-term growth while maintaining financial discipline
23 Jul 12:00 MEESHO Q1: AI DRIVES GROWTH, SELLER EXPANSION & CUSTOMER ENGAGEMENT 🤖🛒
• 👥 274 million annual transacting users with purchase frequency rising to 10.3 orders per user; prepaid orders reached 37% of shipped orders
• 🤖 AI-first engineering delivered 2x+ productivity gains, while PRISM, TrustMesh and Vaani enhanced product discovery, trust and vernacular shopping
• 🏪 Annual transacting sellers surged 81% YoY to 1.04 million, supported by AI-powered cataloguing, demand intelligence and multilingual GenAI voice agents
• 🌍 45% of sellers are from Tier-2+ towns, while Tier-4 seller growth reached 125% YoY, strengthening entrepreneurship across Bharat
• 🤝 Acquisition of Kirana Club expands Meesho's asset-light model into B2B commerce, enabling technology-led access for kirana retailers
23 Jul 12:00 MEESHO Q1 FY27: STRONG GROWTH DRIVEN BY AI & PLATFORM EFFICIENCY 🛒🤖
• 📈 NMV grew 34% YoY to ₹11,614 Cr, while Marketplace Revenue rose 48% YoY to ₹3,707 Cr
• 💹 Contribution Margin expanded to 4.6% of NMV (+54 bps QoQ), driven by logistics efficiencies and better monetisation
• 💰 LTM Free Cash Flow improved ~15% to ₹537 Cr, reflecting stronger platform economics
• 👥 Annual Transacting Users increased 29% YoY to 274 million; Placed Orders rose 29% YoY to 725 million
• 🤖 AI investments are improving product discovery, seller growth, logistics and engineering, with the platform processing 90+ orders per second
💬 Management: AI is becoming foundational across the business, helping lower innovation costs, improve operating efficiency and support long-term value creation.
23 Jul 12:00 NECTAR LIFESCIENCES: CAPSULE BUSINESS SLUMP SALE TIMELINE EXTENDED 📅
• 🤝 Nectar Lifesciences and Capnest Health Care Pvt. Ltd. have mutually agreed to extend the completion timeline for the slump sale of the Empty Hard Gelatin Capsule business
• 🗓️ Transaction is now expected to be completed on or before December 31, 2026
• 📄 All other terms and disclosures relating to the slump sale remain unchanged
🟡 Impact: Neutral (Only the transaction timeline has been extended; deal terms remain unchanged.)
23 Jul 12:00 Trump: The Civil Nuclear Deal (There will be no enrichment of material!) being made between the United States Department of Energy and Saudi Arabia, which pertains only to non-military use such as the ones that Iran and UAE (and others) already have, will be approved, but is totally subject to Saudi Arabia joining the very respected and successful Abraham Accords.
The United States is not opposed to Civil (Non-Enriched) Nuclear Facilities.
23 Jul 12:00 CYIENT Q1: STRONG START TO FY27, MOMENTUM ACROSS ALL BUSINESSES 🚀
• 💻 Cyient Semiconductors delivered its 5th consecutive quarter of >5% QoQ organic growth; Kinetic Technologies integration progressing well
• 💰 Completed fundraise from EAAA India Alternatives at a $500 million post-money valuation, strengthening growth capital
• 📦 Cyient DLM reported its highest-ever order book with a strong book-to-bill ratio, improving revenue visibility
• 📈 Cyient DET posted steady performance with growth in Transportation & Connectivity, healthy order intake and continued AI investments
• 🤖 Continued investments in AI capabilities to drive scalable, domain-led growth across businesses
• 🔄 Successfully completed the share buyback; promoters, directors and KMPs did not participate, reflecting confidence in the company's long-term prospects
💬 Management: Strong start to FY27 with a strengthened balance sheet, healthy pipeline and positive momentum across all business segments.
23 Jul 11:54 COROMANDEL INTERNATIONAL Q1: FERTILISER MARGIN PRESSURE, CROP PROTECTION SHINES 🌱
• 📈 Revenue grew 10% YoY, but PAT declined 26% due to higher raw material costs amid the Middle East crisis
• 🏭 Kakinada Phosphoric Acid & Sulphuric Acid plants stabilised; 7.5 lakh TPA fertiliser expansion on track for Q4 FY27
• 🧪 Crop Protection delivered a strong quarter with 20% YoY revenue growth to ₹870 Cr and 44% EBITDA growth to ₹159 Cr, led by exports and B2B demand
• ⚙️ Sarigam capacity expansion for a key molecule remains on track for Q2 FY27 commissioning
• 🌿 Received Responsible Care® Certification, reinforcing health, safety and sustainability standards
💬 Management: Fertiliser margins were impacted by higher input costs and inadequate subsidy rates, but market share improved while strong Crop Protection growth helped offset part of the pressure.
23 Jul 11:53 POWERGRID: BOARD APPROVES PROPOSAL TO ENHANCE BORROWING LIMIT 💰⚡
• 📋 Board approved seeking shareholders' approval to increase borrowing limits under Sections 180(1)(a) & 180(1)(c) of the Companies Act
• 🇮🇳 Domestic borrowing limit proposed at ₹9 lakh crore outstanding at any point in time
• 🌍 Foreign currency borrowing limit proposed at up to US$25 billion
• 🏗️ Enhanced borrowing capacity to support the company's business requirements and funding needs for Government of India/Ministry projects
🟢 Impact: Positive (Provides greater financial flexibility to fund large transmission projects and future growth plans.)
23 Jul 11:53 KANORIA ENERGY & INFRASTRUCTURE Q1 FY27: NET LOSS AT -4.83 CR V PROFIT OF 0.15 CR (YOY), V PROFIT OF 0.16 CR (QOQ)
REVENUE UP 16% AT 115.91 CR (YOY), UP 54% (QOQ)
EBIT LOSS AT -5.03 CR V PROFIT OF 3.24 CR (YOY), V PROFIT OF 3.97 CR (QOQ)
MARGINS -4.34% V 3.25% (YOY), V 4.42% (QOQ)
23 Jul 11:49 PATEL ENGINEERING: TEESTA VI TUNNEL RESCUE OPERATIONS CONCLUDED ⚠️
• 🕊️ Bodies of all 25 trapped persons have been successfully retrieved from the tunnel
• 🚨 Rescue operation completed through coordinated efforts of NDRF, SDRF, Sikkim authorities, NHPC, Coal India entities and Patel Engineering's project team
• 🤝 Patel Engineering to provide ₹5 lakh ex-gratia assistance to the next of kin of each deceased
• 🙏 Company expressed solidarity with the bereaved families and committed continued support
🔴 Impact: Negative (Tragic incident with loss of lives; financial impact from ex-gratia is limited, but reputational and project-related concerns remain.)
23 Jul 11:49 CYIENT Q1 FY27 ; CONS. NET PROFIT DOWN 57 % AT 36.6 CR (QOQ) , DOWN 50 % (YOY)
REVENUE UP 8 % AT 2075 CR (QOQ) ,UP 21 % (YOY)
EBIT UP 21 % AT 186.7 CR (QOQ) , UP 15% (YOY)
MARGINS AT 9 % V 8.04 % (QOQ) , 9.45 % (YOY)
23 Jul 11:31 SONA BLW Q1 : Revenue share from BEV at an all-time high at 44% in Q1, BEV revenue grew strongly by 107% YoY
Co says We won three orders which include one EV program, one hybrid program and one ICE program.
23 Jul 11:31 SONA COMSTAR Q1 : UNVEILS 'SONA COMSTAR 2.0' GROWTH STRATEGY 🚗🤖
• 🎯 Unveiled Sona Comstar 2.0, targeting 10x revenue growth by FY35 through new products, Eastern markets and intelligent mobility
• 🤖 Entered the Robotics & Physical AI segment, focusing on robotics components, perception software, R&D services and robot platform development
• 🤝 Expanded partnership with DENSO, strengthening its presence in high-voltage EV and hybrid powertrain systems
• 📦 Secured new orders worth ₹730 crore, including: • ₹640 crore from a North American OEM for hybrid differential assemblies • ₹90 crore from a new-age EV two-wheeler OEM for hub wheel traction motors • ₹210 crore from a North American OEM for ICE passenger vehicle differential gears
• ⚡ Q1 FY27 delivered record quarterly revenue, with BEV revenue more than doubling and BEV share of automotive revenue reaching a record 44%
23 Jul 11:31 INDIAN ENERGY EXCHANGE LIMITED Q1 FY27: CONS NET PROFIT UP 12% AT 134.76 CR (YOY), UP 4% (QOQ)
REVENUE UP 11% AT 157.88 CR (YOY), DOWN 9% (QOQ)
EBITDA UP 14% AT 130.93 CR (YOY), DOWN 12% (QOQ)
MARGINS 82.93% V 81.34% (YOY), V 85.69% (QOQ)
23 Jul 11:25 MEESHO Q1 FY27: CONS NET LOSS NARROWS TO -132.84 CR V LOSS OF 289.36 CR (YOY), V LOSS OF 166.35 CR (QOQ)
REVENUE UP 48% AT 3712.81 CR (YOY), UP 5% (QOQ)
EBITDA LOSS NARROWS TO -111.05 CR V LOSS OF 138.26 CR (YOY), V LOSS OF 139.07 CR (QOQ)
MARGINS -2.99% V -5.52% (YOY), V -3.94% (QOQ)
23 Jul 11:23 INFOSYS Q1 : CFO says We are accelerating investments in Al, talent, platforms to drive future growth and remain committed to improving productivity, expanding operating leverage and maintaining the financial flexibility needed to capitalize on emerging opportunities while delivering sustainable shareholder value
23 Jul 11:23 INFOSYS Q1 : CEO says With strategic partnerships established with all leading Al companies, we are bringing the power of the innovation ecosystem to help clients accelerate operational productivity and unlock growth opportunities.
We remain committed to reskilling our employee base across levels and this sustained focus has positioned Infosys as a frontier organization with deep expertise accelerating Al journeys for some of the largest enterprises the world over
23 Jul 11:22 INFOSYS Q1 : CEO says Al momentum is now rapidly converting into revenue, which demonstrates how Infosys' differentiated enterprise Al value proposition is translating into consistent market share gains.
Strong large deal wins, powered by Infosys Topaz, reinforce client confidence in our ability to be the strategic partner of choice for Al transformation driving tangible business value
23 Jul 11:22 INFOSYS Q1 : TCV UP 13 % TO $ 3.6 BN QOQ
23 Jul 11:22 INFOSYS Q1 : CC Revenue Growth At 1% Vs Est 1.8%
23 Jul 11:21 INFOSYS Q1 ; CC Revenue Growth At 1% Vs -1.3% (QoQ)
$ Revenue Up 1 % To $ 5082 mn QOQ
23 Jul 11:21 INFOSYS Q1 FY27 :CONS. NET PROFIT DOWN 9 % AT 7769 CR (QOQ) ,UP 12 % (YOY)
REVENUE UP 4 % AT 48,211 CR (QOQ) ,UP 14 % (YOY)
EBIT UP 17 % AT 11,409 CR (QOQ) , UP 30 % (YOY)
MARGINS AT 21.1 % V 21 % (QOQ) , 20.8 % (YOY)
23 Jul 11:21 INFOSYS ADR FALLS 2 % AFTER GUIDANCE CUT
23 Jul 11:21 INFOSYS Q1 V ESTIMATES
Net Profit At ₹7,769 Cr Vs Est ₹7,903 Cr
Revenue At 48,211 Cr Vs Est ₹48,431 Cr
EBIT At ₹10.163 Cr Vs Est ₹10.212 Cr
EBIT Margin At 21.1 % V Est 21.1%
23 Jul 11:21 INFOSYS Q1 : CO CUTS FY27 REVENUE GUIDANCE
FY 27 Revenue Guidance Revised to 1.5%-3.0% v 1.5 - 3.5 % Earlier
23 Jul 11:21 INFOSYS Q1 : Board approved its intention to appoint Ashiss Kumar Dash as the Chief Executive Officer and Managing Director of the Company with effect from April 1, 2027, upon fulfilment of all statutory requirements.
Dash is currently the global head of a diverse business portfolio comprising multiple industry verticals and is planned to succeed Salil Parekh as Managing Director & Chief Executive Officer on April 1, 2027, following the completion of Salil's second term, after over 9 years.
The Board believes this combination of strategic and commercial acumen together with his technology delivery experience, uniquely positions him to lead Infosys through its next phase of Al-led transformation, while building on the Company's enduring strengths.
23 Jul 10:49 NIIT LEARNING Q1: REVENUE RISES 25%, AI BUSINESS GAINS MOMENTUM 🤖📚
• 💰 Net revenue grew 25% YoY to ₹565.1 crore; EBITDA increased 9% YoY to ₹103.2 crore with 18.3% margin; PAT stood at ₹57.4 crore
• 🤖 AI-enabled learning services contributed 13% of Q1 revenue; launched AI-ready L&D Enterprise suite with four integrated AI learning solutions
• 🌍 Added 3 new global Long-Term Annuity (LTA) clients, expanded one existing contract and renewed 3 contracts, maintaining an industry-leading renewal rate
• 📊 LTA client base increased to 113, with revenue visibility of USD 462 million, up 19% YoY
23 Jul 10:49 THYROCARE Q1: Co Expanded into Specialty Diagnostics, launching with Allergy & Genomics and broadening its specialty test portfolio
• 📈 Pathology revenue grew 26% YoY, while franchise revenue increased 27% YoY and partnership revenue rose 26% YoY
• 🏥 Processed 55.2 million tests in Q1FY27, up 28% YoY, reinforcing its leadership in diagnostic volumes
• ⚙️ Maintained strong quality standards with complaints per million tests down 24% YoY to 3.1 and average turnaround time (ATAT) of 3.37 hours
23 Jul 10:49 SONA BLW PRECISION Q1 FY27: CONS NET PROFIT UP 47% AT 178.51 CR (YOY), DOWN 4% (QOQ)
REVENUE UP 52% AT 1301.20 CR (YOY), UP 3% (QOQ)
EBITDA UP 33% AT 328.30 CR (YOY), DOWN 0.3% (QOQ)
MARGINS 25.23% V 28.90% (YOY), V 26.18% (QOQ)
23 Jul 10:49 THYROCARE Q1 : THYROCARE Q1 REVENUE JUMPS 24% YoY, PAT RISES 34% 🔬📈
• 💰 Revenue increased 24% YoY to ₹240.02 crore
• 📊 EBITDA grew 34% YoY to ₹77.27 crore
• 💵 PAT rose 34% YoY to ₹51.33 crore
• 🧪 Pathology segment revenue grew 26% YoY; franchise revenue increased 27% YoY
• 🩺 Processed 55.2 million tests in Q1FY27, up 28% YoY, while expanding into Specialty Diagnostics with Allergy & Genomics
23 Jul 10:49 MOTILAL OSWAL FINANCIAL SERVICES Q1 FY27: CONS NET PROFIT TURNAROUND AT 1273.11 CR V LOSS OF 221.28 CR (QOQ), UP 10% (YOY)
REVENUE UP 28% AT 3425.76 CR (QOQ), UP 25% (YOY)
EBITDA TURNAROUND AT 1555.27 CR V LOSS OF 182.85 CR (QOQ), UP 9% (YOY)
MARGINS AT 45.40% V -6.82% (QOQ), V 52.04% (YOY)
23 Jul 10:49 NIIT LEARNING SYSTEMS Q1 FY27: CONS NET PROFIT UP 16% AT 57.41 CR (YOY), DOWN 26% (QOQ)
REVENUE UP 25% AT 565.08 CR (YOY), UP 8% (QOQ)
EBITDA UP 3% AT 92.96 CR (YOY), UP 6% (QOQ)
MARGINS 16.45% V 20.03% (YOY), V 16.68% (QOQ)
23 Jul 10:48 CAPITAL SFB Q1 : ACTUAL GROSS NPA UP 2 % TO 224 CR QOQ
NET NPA DOWN 1 % TO 102 CR QOQ
23 Jul 10:48 CAPITAL SFB Q1 : GROSS NPA AT 2.47 % V 2.54 % QOQ
NET NPA AT 1.14 % V 1.24 % QOQ
23 Jul 10:48 CAPITAL SFB Q1 : OPERATING PROFIT UP 8 % TO 64.3 CR QOQ
PROVISION UP 61 % TO 9.3 CR QOQ
23 Jul 10:48 CAPITAL SFB Q1 : ST NET PROFIT UP 29 % TO 41.3 CR YOY, UP 3 % QOQ
NII UP 22 % TO 133 CR YOY , UP 11 % QOQ
23 Jul 10:48 CAPITAL SFB Q1 : ST NET PROFIT UP 29 % TO 41.3 CR YOY, UP 3 % QOQ
NII UP 22 % TO 133 CR YOY
23 Jul 10:48 SEAMEC: SECURES USD 9.42 MILLION DIVING SERVICES CONTRACT 🌊⚓
• 🤝 Entered into a Driving Agreement with HAL Offshore Ltd.
• 🛳️ Contract is for providing diving subsea services on the ONGC vessel "SAMUDRA PRABHA" managed by SEAMEC
• 💰 Total contract value: USD 9.42 million (excluding GST)
• 🔄 Transaction is a Related Party Transaction and is on an arm's length basis in the normal course of business
🟢 Impact: Positive (Strengthens revenue visibility and reinforces SEAMEC's offshore services order book.)
23 Jul 10:48 CEMINDIA Q1 ; APPROVED UPTO RS 5000 CR FUND RAISING VIA EQUITY SHARES
23 Jul 10:48 INDIGO Q1: MANAGEMENT COMMENTARY ✈️
• ⛽ Q1 was impacted by higher fuel costs, rupee depreciation and Middle East-related network disruptions
• 📈 Demand remained healthy, with 31+ million passengers carried during the quarter, supported by improved yields and strong customer preference
• 📊 Management remains focused on prudent capacity addition, cost discipline and responding quickly to changing market conditions
• 🌍 Despite near-term uncertainties, IndiGo remains committed to network expansion, enhancing customer choice and creating long-term shareholder value
23 Jul 10:47 INDIGO Q1: REPORTS ₹238 CR NET LOSS AS FUEL & FOREX COSTS WEIGH ✈️
• 💰 Total income rose 19% YoY to ₹25,600 crore, while revenue from operations increased 19.9% YoY to ₹24,584 crore
• 📉 Reported a net loss of ₹238 crore, versus ₹2,176 crore profit a year ago, impacted by higher fuel prices, adverse forex movement and Middle East conflict
• 📊 EBITDAR declined 33.2% YoY to ₹3,833 crore, with margin falling to 15.6% from 28.0%
• 👥 Carried 31.3 million passengers (+0.7% YoY); capacity increased 2.9% YoY
• ⛽ Fuel CASK surged 80.4% YoY, while yield improved 21.3% YoY to ₹6.04
23 Jul 10:19 INTERGLOBE Q1 : OUTLOOK ; Co says In line with lower demand during a traditionally weaker quarter, coupled with the operational uncertainty affecting travel between India and West Asia, capacity in the second quarter of fiscal year 2027, measured in terms of ASKs, is expected to remain broadly flat compared to the second quarter of fiscal year 2026, reflecting lower aircraft utilization.
As we move beyond this seasonally weaker quarter, we expect aircraft utilization to progressively increase.
23 Jul 10:18 INTERGLOBE Q1 ; Co says For the quarter ended June 2026, total income rose to INR 256 billion, supported by a 19% increase in passenger unit revenue.
A combination of fuel price escalation, adverse foreign exchange movement and the Middle East conflict impacted profitability during the quarter, resulting in a net loss of INR 2.4 billion.
23 Jul 10:17 THYROCARE TECH Q1 FY27: CONS NET PROFIT UP 34% AT 51.33 CR (YOY), UP 5% (QOQ)
REVENUE UP 24% AT 240.02 CR (YOY), UP 7% (QOQ)
EBITDA UP 34% AT 77.27 CR (YOY), UP 3% (QOQ)
MARGINS 32.19% V 29.93% (YOY), V 33.53% (QOQ)
23 Jul 10:15 INTERGLOBE AVIATION Q1 FY27: CONS NET LOSS AT -238.0 CR V PROFIT OF 2176.3 CR (YOY), V LOSS OF 2536.9 CR (QOQ)
REVENUE UP 20% AT 24584.1 CR (YOY), UP 10% (QOQ)
EBITDA DOWN 37% AT 3267.1 CR (YOY), UP 303% (QOQ)
MARGINS 13.29% V 25.50% (YOY), V 3.61% (QOQ)
23 Jul 10:15 CORRECTION: INTERNATIONAL GEMOLOGICAL INSTITUTE LIMITED (IGI) Q1 FY27: CONS NET PROFIT UP 31% AT 165.74 CR (YOY), DOWN 8% (QOQ)
REVENUE UP 23% AT 370.78 CR (YOY), UP 1% (QOQ)
EBITDA UP 29% AT 223.78 CR (YOY), DOWN 5% (QOQ)
MARGINS 60.36% V 57.68% (YOY), V 64.01% (QOQ)
23 Jul 10:15 INTERNATIONAL GEMOLOGICAL Q1 FY27: CONS NET PROFIT UP 31% AT 165.74 CR (YOY), DOWN 8% (QOQ)
REVENUE UP 23% AT 370.78 CR (YOY), UP 1% (QOQ)
EBIT UP 27% AT 236.34 CR (YOY), DOWN 6% (QOQ)
MARGINS 63.75% V 61.75% (YOY), V 68.00% (QOQ)
23 Jul 10:15 India's equity capital markets are entering a new phase: Goldman Sachs' Sunil Khaitan
23 Jul 10:15 BANDHAN BANK ; Under pressure for 2nd consecutive day ,Selling pressure from a domestic AlF active seller - CNBC-TV18 🔴🔴
23 Jul 10:15 PAYTM, SHADOWFAX TECHNOLOGIES ; LARGE BLOCK DEAL EXPECTED - CNBC-TV18 🔴🔴
23 Jul 10:15 POONAWALLA FINCORP: Consolidating post earnings, Street expects a large block soon - CNBC-TV18 🔴
23 Jul 09:54 AGARWAL TOUGHENED GLASS: RECEIVES ₹6.11 CRORE ORDERS FOR DGU GLASS SUPPLY 🏗️🪟
• 📦 Received multiple purchase orders worth ~₹6.11 crore from various domestic customers
• 🏢 Orders are for supply of DGU (Double Glazed Unit) value-added glass for commercial mall projects
• 📐 Total order size is ~12,850 SQM of DGU value-added glass
• 📅 Orders were received between 17 July and 22 July 2026
• ⏳ Execution is scheduled to be completed by March 2027
🟢 Impact: Positive (Strengthens order book and provides revenue visibility over the coming months.)
23 Jul 09:53 CIPLA MAINTAINS 18-20 % EBITDA MARGIN GUIDANCE
23 Jul 09:52 Expect 18-20% EBITDA Margin
23 Jul 09:52 CIPLA Says Diabetes Drug Yurpeak Has Seen Encouraging Traction
23 Jul 09:52 CIPLA Says Goa Plant Was Classified As Voluntary Action Indicated
23 Jul 09:52 CIPLA Says Yurpeak Sees Encouraging Traction | Launch Momentum Remains Strong In India
23 Jul 09:52 CIPLA Says Revenue Reflects Steady Progress | Highest Quarterly Revenue In One India Biz
23 Jul 09:42 FORCE MOTORS: Dealers indicate weak Q1 earnings - NDTV PROFIT 🔴
23 Jul 09:42 ORACLE FINANCIAL: CO. DENIES MEDIA REPORTS OF PROMOTER STAKE SALE
23 Jul 09:42 PIRAMAL PHARMA , MEDANTA , BOSCH ; Buy flows on large HNI and PMS desk, Dealers indicate strong Q1 earnings - NDTV PROFIT 🟢
23 Jul 09:42 CROMPTON: Buy flows at lower levels on institutional desk , Dealers indicate fundamentally the stock looks good - NDTV PROFIT 🟢🟢
23 Jul 09:42 VISHAL MEGA : Sell flows on PMS desk , Dealers expect block deal from promoter side very soon - Ndtv PROFIT 🔴🔴
23 Jul 09:42 PROSTARM INFO SYSTEMS: KARNATAKA FIRE & EMERGENCY SERVICES CANCELS L1 TENDER ❌🚨
• 📑 Karnataka State Fire & Emergency Services has cancelled the L1 tender awarded to Prostarm
• 🔋 Tender was for Supply, Installation, Testing & Commissioning of 3 KVA UPS with Battery conforming to IS 16242
• 🚫 Company was declared L1 bidder, but no work order/contract was executed
• 📝 Cancellation has been initiated by the Karnataka State Fire & Emergency Services Department
🔴 Impact: Negative (Loss of a potential government order and associated revenue opportunity.)
23 Jul 09:11 Australian billionaire Andrew Forrest is betting on one of the biggest tungsten producers outside China, as Beijing’s squeeze on the metal ignites a global supply race
23 Jul 09:06 MAHINDRA LIFE Q1 : Management says Our IC&IC business enters Q2 FY27 with a strong pipeline, providing good visibility for growth.
Supported by a healthy balance sheet, we remain well-positioned to pursue growth opportunities while maintaining financial discipline.
23 Jul 09:06 TATA COMMUNICATIONS: APPOINTS NAROTTAM SHARMA AS CHIEF TRANSFORMATION OFFICER 👨💼🚀
• 👔 Appointed Narottam Sharma as Chief Transformation Officer, effective September 2026
• 🌍 He will join the Global Management Committee and lead enterprise-wide transformation initiatives
• 🤖 Brings over 20 years of experience in digital transformation, AI-led operating model redesign and large-scale business transformation
• 🏢 Joins from Jubilant FoodWorks, where he served as Chief Information Officer; previously held leadership roles at Mastek and Sterlite
• 📈 Appointment aims to accelerate innovation, strengthen technology capabilities and support Tata Communications' next phase of growth
🟢 Impact: Positive (Strengthens leadership with deep digital transformation expertise, supporting long-term innovation and growth.)
23 Jul 09:05 MAHINDRA LIFESPACES: Q1 FY27 SALES JUMP 70%, PAT UP 67% 🏗️📈
• 💰 Consolidated sales (Resi + IC&IC) rose 70% YoY to ₹966 crore
• 🏘️ Residential pre-sales surged 106% YoY to ₹925 crore; gross development value (GDV) additions increased to ₹5,600 crore vs ₹3,500 crore last year
• 📊 Consolidated PAT (after NCI) increased 67% YoY to ₹86 crore
• 💼 Maintained a net cash position, with net debt-to-equity at -0.20x as of June 30, 2026
• 💵 Residential collections stood at ₹527 crore, while management highlighted a strong launch pipeline and healthy growth visibility
23 Jul 09:05 TVS MOTOR: LAUNCHES TVS ORBITER ELECTRIC SCOOTER IN NEPAL 🛵⚡
• 🇳🇵 Launched TVS Orbiter in Nepal, expanding its international EV portfolio
• 🔋 Offers an IDC range of 158 km with a 3.1 kWh battery
• 🚀 Equipped with cruise control, hill hold assist, connected features and a 34-litre boot space
• 🛞 Features an industry-first 14-inch front wheel for enhanced stability and ride comfort
• 🤝 Launch strengthens TVS Motor's partnership with Jagdamba Motors, its distributor in Nepal
🟢 Impact: Positive (Strengthens TVS Motor's international EV presence and supports expansion in high-growth electric mobility markets.)
23 Jul 09:05 TVS MOTOR; TVS MOTOR COMPANY LAUNCHES TVS ORBITER IN NEPAL A SMART, SUSTAINABLE, URBAN EV COMMUTE SOLUTION
23 Jul 09:05 MAHINDRA LIFESPACE Q1 FY27: CONS NET PROFIT UP 67% AT 85.55 CR (YOY), DOWN 5% (QOQ)
REVENUE UP 2909% AT 962.13 CR (YOY), UP 44% (QOQ)
EBITDA TURNAROUND AT 94.48 CR V LOSS OF 55.02 CR (YOY), TURNAROUND V LOSS OF 43.89 CR (QOQ)
MARGINS 9.82% V -172.10% (YOY), V -6.55% (QOQ)
23 Jul 09:05 COROMANDEL INT Q1 FY27: CONS NET PROFIT DOWN 24% AT 381.56 CR (YOY), TURNAROUND V 114.64 CR (QOQ, UP 233%)
REVENUE UP 16% AT 8164.77 CR (YOY), UP 36% (QOQ)
EBITDA DOWN 3% AT 755.65 CR (YOY), UP 55% (QOQ)
MARGINS 9.25% V 11.11% (YOY), V 8.13% (QOQ)
23 Jul 08:51 OIL MINISTRY Says Brent Crude Prices Continue To Heavily Fluctuate And Have Again Increased
Conflict In West Asia Has Not Abated & The Resultant Geopolitical Situation Is Highly Volatile
PSU OMCs Have Incurred Huge Losses On The Sale Of Petrol, Diesel, LPG
Accumulated Under-Recovery On LPG For PSU OMCS Stood Above ₹51,000 Cr As Of June 30, 2026
For Non-Ujjwala Customers, Implicit Subsidy On Each 14.2 Kg Domestic LPG Cylinder Is Above ₹500 Per Cylinder In July
23 Jul 08:47 OMCs, TYRES , INDIGO; CRUDE OIL GAINS 4 ₹ , ABOVE 98 $ MARK 🔴🔴
23 Jul 08:45 GP ECO SOLUTIONS: BAGS ₹13 CRORE SOLAR EPC CONTRACT ☀️📑
• 🏭 Subsidiary GPS Green Projects Pvt. Ltd. secured an EPC contract from Neelkanth Rolling Mills
• ⚡ Contract covers design, engineering, supply, installation, erection, testing & commissioning of a 4 MW ground-mounted solar power plant
• 🔌 Project also includes 11 kV transmission line, PSS & GSS side bay works
• 💰 Total contract value stands at ₹13 crore (including GST)
• 📅 Project is scheduled for completion by 15 November 2026
🟢 Impact: Positive (Strengthens GP Eco Solutions' renewable EPC order book and execution pipeline.)
23 Jul 08:44 BAJAJ FINANCE: RAISES ₹1,152.64 CRORE VIA PRIVATE PLACEMENT OF NCDs 💰📑
• 💵 Bajaj Finance has allotted 1,14,076 Secured Redeemable Non-Convertible Debentures (NCDs) of ₹1 lakh face value each, raising ₹1,152.64 crore through a private placement.
• 📅 The NCDs were allotted on July 23, 2026, carry a coupon rate of 7.93% per annum, and will mature on June 12, 2029. Interest will be paid annually, with the first coupon due on June 12, 2027.
• 🏛️ The debentures are proposed to be listed on the Wholesale Debt Market Segment of BSE.
• 🛡️ The NCDs are secured by a first pari-passu charge on book debts/loan receivables, with a minimum 1x security cover, and will be redeemed on maturity.
🟢 Impact: Positive (The successful debt raise strengthens Bajaj Finance's funding base, supporting future lending growth while maintaining a diversified liability profile.)
23 Jul 08:33 DACHEPALLI PUBLISHERS Q1 FY27: NET PROFIT UP 42% AT 6.31 CR (YOY), UP 22% (QOQ)
REVENUE UP 159% AT 45.18 CR (YOY), UP 26% (QOQ)
EBITDA UP 47% AT 9.20 CR (YOY), UP 16% (QOQ)
MARGINS 20.36% V 32.60% (YOY), V 22.20% (QOQ)
23 Jul 08:28 IRB INVIT FUND Q1 FY27: CONS NET PROFIT DOWN 20% AT 79.44 CR (YOY), DOWN 18% (QOQ)
REVENUE UP 66% AT 474.63 CR (YOY), DOWN 8% (QOQ)
EBITDA UP 58% AT 378.70 CR (YOY), UP 1% (QOQ)
MARGINS 79.79% V 83.83% (YOY), V 72.83% (QOQ)
23 Jul 08:23 UJJIVAN SFB Q1 CONCALL
Ujjivan SFB Raises Guidance For FY27 RoA To 1.8-2% From 1.6% Earlier
23 Jul 08:23 Bansal Wire Says Costs Will Be Stable In Q2FY27 Vs Q1FY27 - CNBCTV 18
Capacity Utilisation Levels Will Improve Towards 70-75%
23 Jul 08:17 Bansal Wire Says EBITDA/kg Recovered In Second Half Of Q1FY27 As Cost Pressures Were Passed Through - CNBCTV 18
23 Jul 08:16 Bansal Wire Says West Asia War Resulted In Higher Input Costs Which Have Not Been Passed On - CNBCTV 18
In Next 3 Quarters Will Grow Volumes By 20%
23 Jul 08:13 Sanathan Textiles Says Co Seeing A Lot Of Traction Across Customer Base - NDTV PROFIT
Will Utilise New Unit To Full Capacity By FY28
23 Jul 08:13 Sanathan Textiles Says Established Unit In Punjab; Phase-1 Has Begun - NDTV PROFIT
23 Jul 07:56 SOLARA ACTIVE PHARMA Q1 FY27: CONS NET PROFIT UP 55% AT 16.31 CR (YOY), UP 70% (QOQ)
REVENUE UP 20% AT 381.60 CR (YOY), DOWN 1% (QOQ)
EBITDA UP 24% AT 64.66 CR (YOY), UP 5% (QOQ)
MARGINS 16.95% V 16.44% (YOY), V 15.83% (QOQ)
23 Jul 07:56 CHENNAI PETRO Q1 : CONS. NET PROFIT DOWN 27% AT 1016 CR(QOQ) , LOSS AT 56.62 CR (YOY)
REVENUE UP 63 % AT 27369 CR (QOQ) , UP 85 % (YOY)
EBITDA DOWN 24 % AT 1554 CR (QOQ) , UP 1477 % (YOY)
MARGINS AT 5.68 % V 12.10 % (QOQ) , 0.66 % (YOY)
23 Jul 07:43 GSM FOILS: TO SET UP 4TH MANUFACTURING UNIT FOR EXPORT MARKET 🚀🏭
• 🏭 GSM Foils will lease advanced machinery from AAPL Solutions Pvt. Ltd., including a high-speed VMCH coating machine, 6-color rotogravure printing machine, multi-slitting machine and doctoring machine, to establish a new manufacturing unit in Vasai, Maharashtra.
• ▶️ The new Unit-4 is expected to commence commercial production by the end of August 2026 and will primarily cater to export markets.
• 💰 At the current capacity, the unit is expected to generate around ₹5 crore monthly revenue, with the potential to scale up to ₹15 crore per month at peak capacity.
• 🌍 The expansion is aimed at strengthening the company's export-focused manufacturing capabilities. The agreement is not a related-party transaction.
🟢 Impact: Positive (The new export-focused manufacturing unit significantly expands production capacity and provides a strong potential revenue growth opportunity.)
23 Jul 07:43 ZAGGLE: COMPLETES ₹7.96 CRORE INVESTMENT IN UNOBANC, ACQUIRES 19.9% STAKE 💳🤝
• 💰 Zaggle has completed an investment of ₹7.96 crore in Unobanc Private Limited, following its earlier announcement.
• 📈 Unobanc has allotted 62,188 equity shares (face value ₹10 each) to Zaggle through a preferential issue on a private placement basis.
• 🤝 Following the allotment, Zaggle now holds a 19.9% equity stake in Unobanc Private Limited.
🟢 Impact: Positive (The investment strengthens Zaggle's strategic presence in the fintech ecosystem and could support future product partnerships and growth opportunities.)
23 Jul 07:43 TTK HEALTHCARE: SELLS 'EVA' & 'GOOD HOME' BRANDS TO WIPRO ENTERPRISES FOR ₹256 CRORE 🤝💰
• 🏷️ TTK Healthcare's Board has approved the sale of its "EVA" and "Good Home" brands to Wipro Enterprises Private Limited, with definitive agreements signed on July 23, 2026. The transaction is subject to customary closing conditions.
• 💰 The total consideration for the transaction is ₹256 crore (plus applicable GST).
• 📊 The EVA and Good Home brands generated around ₹148 crore revenue in FY26, contributing 17% of TTK Healthcare's total turnover.
• 📅 The transaction is expected to be completed by September 30, 2026, subject to fulfilment of customary conditions. The deal is not a related-party transaction.
🟢 Impact: Positive (The ₹256 crore monetization unlocks value from non-core brands, strengthens TTK Healthcare's balance sheet and provides capital for future strategic priorities.)
23 Jul 07:38 UJJIVAN SFB Q1 : OPERATING PROFIT UP 7 % TO 548 CR QOQ
PROVISION DOWN 11 % TO 127 CR QOQ
GROSS NPA AT 2.16 % V 2.26 % QOQ
NET NPA AT 0.34 % V 0.43 % QOQ
23 Jul 07:38 UJJIVAN SFB Q1 : GROSS NPA UP 1 % TO 932 CR QOQ
NET NPA DOWN 17 % TO 141 CR QOQ
23 Jul 07:36 UJJIVAN SFB Q1 : NET PROFIT UP 207 % TO 316 CR YOY, UP 12 % QOQ
NII UP 39 % TO 1187 CR YOY, UP 9 % QOQ
23 Jul 07:36 SURAJ LIMITED Q1 FY27: CONS NET PROFIT UP 31% AT 35.90 CR (YOY), UP 43% (QOQ)
REVENUE DOWN 22% AT 39.03 CR (YOY), DOWN 10% (QOQ)
EBITDA UP 5% AT 73.11 CR (YOY), UP 11% (QOQ)
MARGINS 187.36% V 138.30% (YOY), V 152.24% (QOQ)
23 Jul 07:30 NOVARTIS INDIA Q1 FY27: NET PROFIT UP 17% AT 32.21 CR (YOY), UP 28% (QOQ)
REVENUE UP 19% AT 103.81 CR (YOY), UP 15% (QOQ)
EBITDA UP 20% AT 43.68 CR (YOY), UP 39% (QOQ)
MARGINS 42.08% V 41.79% (YOY), V 34.83% (QOQ)
23 Jul 07:28 PVR Inox Says No Blockbuster Movies This Quarter - CNBCTV 18
Out-of-home Entertainment Drove Q1 Momentum, Regional Films Performed Well
23 Jul 07:18 IMAGICAAWORLD: Q1 FOOTFALLS JUMP 22%; EXPANDS ASSET-LIGHT GROWTH STRATEGY 🎢📈
• 🎟️ Q1 FY27 footfalls increased 22% YoY to 11.54 lakh, compared with 9.46 lakh in the same period last year, driven by strong summer demand despite intense heatwave conditions.
• 🏨 Novotel Imagicaa recorded 63% occupancy in Q1 FY27 versus 65% a year ago, supported by school vacations, destination weddings, corporate events and park visitors.
• 🌊 The company is in the final stages of concluding the Shanku's Water Park transaction, where it will operate the park under an asset-light O&M model, generating recurring management fee income and strengthening its presence in Gujarat.
• 🎠 Imagicaa has also signed an LOI for its second Hello Park at Phoenix Mall, Surat, while the first Hello Park in Hyderabad is progressing as planned and is expected to commence operations in Q3 FY27.
🟢 Impact: Positive (Strong footfall growth and continued expansion through asset-light initiatives strengthen revenue visibility and support long-term growth.)
23 Jul 07:14 PRECISION WIRES: SILVASSA PLANTS PARTIALLY IMPACTED BY FLOODING 🌧️🏭
• 🌧️ Precision Wires said operations at its Silvassa plants have been partially impacted due to flooding and waterlogging caused by unprecedented heavy rainfall since July 21, 2026. Around 740 mm of rain was recorded in the last 24 hours, following 333 mm during the previous day.
• 🔍 The company is assessing the extent of production loss and property damage, and the financial impact is yet to be quantified.
• 🛡️ Precision Wires confirmed that it is adequately insured under an Industrial All Risk (IAR) insurance policy.
• 🔄 The company expects operations to gradually normalize over the next few days, barring any unforeseen developments, while ensuring the safety of employees, equipment and materials.
🟡 Impact: Neutral (Operations have been temporarily disrupted, but the impact is still being assessed, the assets are insured and the company expects a gradual normalization.)
23 Jul 07:14 VISHAL MEGA MART: TO CAP FOREIGN OWNERSHIP AT 49.99% 🇮🇳📊
• 🇮🇳 The Board has approved a proposal to cap aggregate foreign ownership at 49.99% of the company's total equity instruments (on a fully diluted basis), subject to shareholders' approval. The company will issue the required notice in due course.
• 🏢 The proposal has been made because one of the company's wholly owned subsidiaries is required to remain an Indian-owned and controlled company (IOCC) under applicable FEMA regulations.
• 📜 The company clarified that while it is currently Indian-owned and controlled, the cap is being introduced in line with SEBI's framework that allows listed companies to restrict aggregate FPI/non-resident investment with Board and shareholder approval.
• 👩💼 The Board also re-appointed Ms. Neha Bansal as a Non-Executive Independent Director for a second term of one year, from September 23, 2026 to September 22, 2027, subject to shareholders' approval.
🟢 Impact: Positive (The foreign ownership cap helps preserve the company's Indian-owned and controlled status, ensuring regulatory compliance and protecting operations of its subsidiary, while maintaining business continuity.)
23 Jul 07:11 VISHAL MEGA MART Q1 FY27: CONS NET PROFIT UP 26% AT 258.77 CR (YOY), UP 54% (QOQ)
REVENUE UP 19% AT 3727.01 CR (YOY), UP 20% (QOQ)
EBITDA UP 26% AT 490.77 CR (YOY), UP 38% (QOQ)
MARGINS 13.17% V 12.44% (YOY), V 11.42% (QOQ)
23 Jul 07:11 PVR INOX LIMITED Q1 FY27: CONS NET PROFIT TURNAROUND AT 56.5 CR V LOSS OF 54.0 CR (YOY), DOWN 70% (QOQ)
REVENUE UP 12% AT 1622.2 CR (YOY), UP 5% (QOQ)
EBITDA UP 31% AT 528.5 CR (YOY), UP 17% (QOQ)
MARGINS 32.58% V 27.85% (YOY), V 29.20% (QOQ)
23 Jul 07:11 Adani Ent : Sources Say Adani Group Expresses Desire To Start Its Own Airlines - CNBCTV 18
Adani Group Writes Το AAI, Wants Airline Entry Rules Relaxed
23 Jul 06:40 AFFORDABLE ROBOTIC & AUTOMATION: APPROVES ₹21 CRORE WARRANT ISSUE TO PROMOTER AGAINST LOAN CONVERSION 🤖📈
• 💰 The Board has approved the preferential issue of 10.94 lakh fully convertible warrants to Promoter & MD/CEO Melind Padole at ₹192 per warrant, aggregating ₹21 crore. The warrants will be issued against the conversion of an outstanding unsecured promoter loan.
• 🏦 The conversion of the ₹21 crore loan into equity-linked capital will reduce debt, strengthen the capital structure and improve the company's leverage and coverage ratios.
• 📊 Upon full conversion, the promoter group's shareholding is expected to increase from 41.41% to approximately 46.36%, while public shareholding will reduce accordingly.
• 🚀 The company said the move will enhance financial flexibility, strengthen the balance sheet and support future growth opportunities in India's industrial automation sector, subject to shareholder and regulatory approvals.
🟢 Impact: Positive (The debt-to-equity conversion strengthens the balance sheet, reduces debt obligations and reflects strong promoter commitment to the company's long-term growth.)
23 Jul 06:40 CIPLA Q1 VS ESTIMATES
Net Profit At ₹789 Cr Vs Est ₹923 Cr
Revenue At ₹7,119 Cr Vs Est ₹7,342 Cr
EBITDA At ₹1,192 Cr Vs Est ₹1,376 Cr
Margin At 16.7% Vs Est 18.7%
23 Jul 06:40 CONTROL PRINT Q1 FY27: CONS NET PROFIT DOWN 54% AT 39.20 CR (YOY), DOWN 65% (QOQ)
REVENUE UP 4% AT 115.56 CR (YOY), DOWN 17% (QOQ)
EBITDA DOWN 18% AT 154.68 CR (YOY), DOWN 22% (QOQ)
MARGINS 133.85% V 168.35% (YOY), V 141.75% (QOQ)
23 Jul 06:31 CIPLA LIMITED Q1 FY27: CONS NET PROFIT DOWN 39% AT 789.05 CR (YOY), UP 42% (QOQ)
REVENUE UP 2% AT 7119.28 CR (YOY), UP 9% (QOQ)
EBITDA DOWN 33% AT 1192.30 CR (YOY), UP 25% (QOQ)
MARGINS 16.75% V 25.55% (YOY), V 14.60% (QOQ)
23 Jul 06:31 Smart Coworking Says Witnessing Significant Growth In Flexible Space - NDTV PROFIT
Aim To See Revenue Growth Of 35-40% For Next 2 Yrs
Spend 1,400-1,450/ Sq Ft To Build Office Space
23 Jul 06:31 Smart Coworking Says High Demand Was A Key Driver Of Q1 Profitability - NDTV PROFIT
Expect More Addition To Inventory Going Forward
See 28-30% Growth In Revenue On Strong Inventory
23 Jul 06:09 UCO BANK Says See No Significant Impact Of FCNR(B) On The Cost Of Funds
Slippages At Around 0.63% Which Is Below The 1% Guidance
23 Jul 06:09 UCO BANK Says Maintaining Loan Growth Guidance For Now, Will Review After Q2
Looking To Raise $500 m Via FCNRB & OFCB
Have Mobilised Funds Under FCNRB, Co Has A Few Overseas Customers
23 Jul 06:03 HAL ; Hindustan Aeronautics Limited (HAL) and Safran Aircraft Engines have signed a long-term agreement for the production and supply of turbine ring forgings in superalloys for the CFM LEAP engine programme.
Under the agreement, HAL will manufacture near-net shape ring forgings for the LEAP engine at its state-of-the-art Ring Rolling facility at HAL’s Foundry & Forge Division in Bengaluru.
23 Jul 06:03 ORACLE FINANCIAL: Oracle Corp Has Sent Out Feelers To Garner Interest In Indian Listed Arm - CNBC-TV18
Size Of Stake Sale By Oracle Likely To Be Decided On Gauging Investor Appetite
Alert: Oracle Corp Held 72.41% Stake In OFSS As Of June 2026
Alert: S&P Recently Downgraded Oracle Corp's Credit Rating To BBB-
Alert: S&P Global Places Oracle Just One Notch Above Junk Rating
CNBC-TV18 Has Written To OFSS India & Oracle Corp, Response Is Awaited
23 Jul 06:03 BONDADA: RECEIVES CEA APPROVAL FOR ENERGIZATION OF 300 MW SOLAR PROJECT ☀️⚡
• 🏗️ Received Central Electricity Authority (CEA) approval for energization of a 300 MW grid-connected solar project at Khavda, Gujarat
• 🤝 Project is being executed on an EPC basis for NLC India Renewables Ltd
• ⚡ Approval clears the way for energization and grid connectivity of the 300 MW solar plant
• 📈 Marks a key milestone in the project's execution and highlights Bondada's capability in delivering large-scale renewable EPC projects
• 🌱 Strengthens Bondada's position as a trusted EPC partner in India's clean energy transition
🟢 Impact: Positive (Project milestone improves execution visibility and reinforces Bondada's credentials in utility-scale solar EPC.)
23 Jul 06:03 BONDADA ENG ; Co Gets Receipt Of Approval From Central Electricity Authority (CEA) For Energization Of 300 MW Solar Power Project At Khavda, Gujarat For NLC India Renewables Limited.
23 Jul 05:37 PTC INDUSTRIES: BAGS DRDO DESIGN & DEVELOPMENT ORDER FOR INDIAN LIGHT WEIGHT TANK 🛡️🇮🇳
• 🛰️ Received a design & development order from ARDE, DRDO for a Titanium Cradle for the 105mm Indian Light Weight Tank
• 🚀 Marks PTC Industries' first fit-for-purpose design order, expanding beyond conventional build-to-print manufacturing
• ⚙️ Titanium Cradle is a mission-critical defence component supporting the tank's main gun barrel, breech and recoil mechanism
• 🏭 Strengthens PTC ONE™ ("From Melt to Mission") by adding indigenous design-led capability for advanced defence components
• 🇮🇳 Opens opportunities in lightweight titanium components for tanks, artillery systems and other next-generation defence platforms
🟢 Impact: Positive (Enhances PTC Industries' defence capabilities, moves up the value chain into design-led manufacturing and strengthens long-term growth opportunities.)
23 Jul 05:37 PTC IND : PTC Industries Secures Landmark Order from PTC Industries Receives Design and Development Order from ARDE, DRDO for Titanium Cradle for Indian Light Weight Tank
23 Jul 05:37 HEG Management expects strong Traction in Pricing in H2 along with good ramp up in Green Tech business by FY30
23 Jul 05:37 SMARTWORK Says Have Identified Construction Space, Expect 30% Increase In FY27 Footprint
23 Jul 05:37 INTELLECT DESIGN ; Leading UAE Bank Partners with Intellect to Revolutionise Corporate Banking Landscape with Composable eMACH.ai Architecture
23 Jul 05:37 SMARTWORK Says Likely To Beat 28-30% Revenue Growth Guidance
23 Jul 05:36 SUZLON: BAGS 201.6 MW WIND EPC ORDER FROM WAAREE GROUP 🌬️⚡
• 🏗️ Secured a 201.6 MW maiden DevCo-led wind EPC order from Waaree Group for its Andhra Pradesh project
• 🌪️ Will supply 64 S144 wind turbine generators (3.15 MW each)
• 📍 Project to be executed in Andhra Pradesh, taking Suzlon's order book in the state to nearly 1 GW
• 🔧 Scope includes land acquisition, turbine supply, Balance of Plant (BoP), commissioning and lifetime O&M services
• 🚀 Marks Suzlon's second consecutive DevCo-led EPC order, reflecting rising adoption of the DevCo execution model
🟢 Impact: Positive (Strengthens Suzlon's order book, reinforces leadership in wind EPC and deepens its partnership with Waaree Group.)
23 Jul 05:36 BIKEWO: UNVEILS LONG-TERM STRATEGY TO BUILD FULL-STACK MOBILITY & LOGISTICS PLATFORM 🚚⚡
• 🚛 Unveiled long-term strategy to build an integrated mobility and logistics platform spanning EV mobility, fleet operations, logistics infrastructure, technology and renewable energy
• 🗳️ Strategy presented at the EGM, where shareholders approved the proposed warrant issue
• 🤝 Plans to strengthen capabilities through strategic collaborations across electric mobility, solar-assisted transport and aviation logistics
• 🏗️ Focus on fleet ownership & management, warehousing, multimodal logistics, technology-enabled operations and renewable energy integration
• 💰 Proposed capital infusion to support technology investments, infrastructure expansion, fleet growth and value-accretive acquisitions
🟢 Impact: Positive (Strengthens BikeWo's long-term growth strategy by expanding into an integrated mobility and logistics ecosystem.)
23 Jul 05:36 INDUSIND BANK Says There Is Seasonality In The MFI & Vehicle Finance Businesses
Vehicle Finance Biz Continues To Be A Strong Point
23 Jul 05:36 INDUSIND BANK Says View This Quarter As An Inflection Point
QoQ Growth Is Driven By The Corporate Side, As Retail Takes Time
Sequential Disbursements OnThe Retail Side Are Quite Good
23 Jul 05:23 HEG up 8% post Interview on CNBC TV18
Management expects strong Traction in Pricing in H2 along with good ramp up in Green Tech business by FY30
23 Jul 05:23 HEG: NEEDLE COKE PRICES WILL INCREASE 10-15% HEREON
23 Jul 04:56 FORCE MOTORS; Force Motors launches Urbania Deluxe with Mercedes-derived engine, priced from ₹28.7 lakh
23 Jul 04:51 JSW ENERGY Says Have Been Successful In Deleveraging The Balancesheet
23 Jul 04:51 JSW ENERGY Says EBITDA Run-rate At KSK Mahanadi Will Be Closer To Rs 3,000 Cr
23 Jul 04:51 JSW ENERGY Says On Track For 3 GW Capacity Addition, Confident Of Adding Full FY26 Capacity In H1FY27
Post Fund Raise, Debt Has Dropped To Rs 61,000 Cr
Finance Cost Is At 8.36%, Will Look To Reduce Further
23 Jul 04:51 SAMVARDHANA MOTHERSON, SONA BLW ; EU passenger car registrations surged 13.6% yoy to a three-month high of 1.15 million units in June 2026, marking the fifth straight month of growth and accelerating sharply from a 3.2% rise in May. 🟢🟢
The market continued to benefit from robust consumer demand for a range of electrified technologies, driven primarily by market support measures
New EU car registrations rose by 5.7% year- to-date, with a strong performance in June contributing to a positive first half of 2026.
This came against a backdrop of persistent geopolitical headwinds weighing on the outlook.
23 Jul 04:51 Schaeffler India Q1 ; Earnings quality marginally impacted given to geopolitical developments related to fuel prices and depreciating INR
Free cash flow generation - impacted by increase in working capital and reduction in earnings
YoY Double digit growth in Automotive Technologies and Vehicle Lifetime Solutions and Exports, domestic business up 16.2%
QoQ domestic business showed resilient growth at 5.9%
23 Jul 04:40 Schaeffler India Q1 : YoY double digit growth momentum continued in Automotive Technologies, Vehicle Lifetime Solutions and Exports
2 Earnings quality marginally declined given increased cost linked to geopolitical developments
3 Working capital increase is mainly due to inventories, same will be managed in coming quarters
4 Capex - framework remains on track
23 Jul 04:40 ZYDUS LIFESCIENCES: RECEIVES APPROVAL FOR PHASE III TRIAL OF DESIDUSTAT IN SICKLE CELL DISEASE 🧬🩺
• ✅ Received approval to conduct a Phase III clinical trial of Desidustat for treating anaemia in Sickle Cell Disease (SCD) in collaboration with ICMR
• 🧪 Approval follows a successful Phase II proof-of-concept study, which met its primary endpoint with positive efficacy and safety results
• 👥 The 203-day, multicentre, double-blind, randomized, placebo-controlled Phase III trial will enrol 164 patients
• 🌍 USFDA has granted Orphan Drug Designation (ODD) to Desidustat for Sickle Cell Disease and beta-thalassemia
• 🚀 Desidustat has the potential to become a first-in-class oral therapy for Sickle Cell Disease, subject to successful Phase III outcomes
🟢 Impact: Positive (Advances Zydus' innovative pipeline and strengthens long-term growth potential in rare disease therapies.)
23 Jul 04:40 ZYDUS LIFE ; Zydus receives approval for Phase III trial of Desidustat in patients with Sickle Cell Disease, to be conducted in collaboration with ICMR
23 Jul 04:26 INDIAMART : NALANDA FUND BOUGHT ADDITIONAL 0.04 % STAKE ON 21 JULY VIA OPEN MARKET
NOTE STAKE BUY AHEAD Q1 RESULT
TOTAL STAKE INCREASED TO 7.71 % FROM 7.67 %
23 Jul 04:26 NSE natural gas options hit record volume of 1,66,572 contracts
Highest-ever
(i)Open interest at 10,000 contracts
(ii)Intraday volume at 1,66,572 contracts
23 Jul 04:16 BHARAT FORGE: KALYANI POWERTRAIN TO EXIT REFU JV 🔄
• 🤝 Wholly-owned subsidiary Kalyani Powertrain Ltd. (KPTL) has signed an agreement to sell its 50% stake in REFU Drive GmbH (REFU) to joint venture partner REFU Elektronik GmbH
• 💶 Sale consideration is EUR 12.5 million, payable at closing
• 📅 Transaction is expected to be completed within 6 weeks from the agreement date
• 🚪 Upon completion, REFU will cease to be a joint venture of Kalyani Powertrain
• ⚖️ Transaction is a related-party deal, but the company said it has been conducted at arm's length based on an independent valuation
🟡 Impact: Neutral (Portfolio rationalisation with limited financial impact; proceeds improve liquidity, but no major operational change.)
23 Jul 04:16 Bharat Forge ; Co To Divest Of Stake Held In REFU Drive GmBH By Kalyani Powertrain
Arm To Sell & Transfer Its Entire 50% Stake In REFU To REFU Elektronik For EUR 12,500
23 Jul 04:16 BANDHAN MF Says IT Services Appears To Be A Neutral-Call For Us
Consumption Has Done Well Despite High Commodity Prices
Will Play The Very Premium End Of Consumption
Remain Cautious On Names Linked To Al Capex
Expect Premium Consumption To Do Well Structurally
23 Jul 04:15 BANDHAN MF Says Valuation Gap Between Large & Midcaps Is Quite High
Long-Term Bond Yield Biggest Challenge For The World
Large Private Banks Appear Quite Cheap
23 Jul 04:15 Nuvama On Metals ; Metals valuation - Non ferrous clearly has room to go up
It trades at a comfortable valuation whereas Ferrous companies still trades at relatively higher valuation
Prefer Non ferrous over ferrous
Vedanta aluminium, Hindustan zinc and Hindalco are preferred buys at CMP
23 Jul 04:15 CHEMPLAST SANMAR: PUDUCHERRY POLLUTION CONTROL COMMITTEE ORDERS SHUTDOWN OF EDC PLANT ⚠️🏭
• 🚫 Puducherry Pollution Control Committee (PPCC) has directed the immediate closure of the company's EDC manufacturing plant at Karaikal
• 📄 Plant operations will remain suspended until further orders from the PPCC
• 🔥 Action follows the fire incident at the EDC plant reported earlier
• 🛠️ Company is undertaking corrective actions and preparing a compliance report for the authorities
• 💰 Financial and operational impact is still being assessed
🔴 Impact: Negative (Production halt at the EDC plant may impact operations until regulatory clearance is received.)
23 Jul 04:15 ATHER ENERGY; SBI MF SOLD 0.15 % STAKE ON 21 JULY VIA OPEN MARKET
SBI MF STAKE REDUCED TO 5.05 % FROM 5.21 %
23 Jul 04:02 MEDPLUS Says At Some Point, Believe Everyone Will Venture Into Adjacent In Healthcare Category
Based On Investor Feedback Pause On Capex, Will Discuss Further In Board Meeting
23 Jul 04:02 MEDPLUS Says Capex w.r.t Wellness/Concierge Medicine Facility Has Been Put On Hold
Took Investor Feedback & Decided To Put It On Hold
23 Jul 04:01 DR REDDY'S Says Remediation of Semaglutide should take us until the 3rd week of September
23 Jul 04:01 DR REDDY'S Says Absolutely not practical to move manufacturing from India to US | An impurity in the scale-up of API degraded the drug (Semaglutide)
23 Jul 03:45 CSB BANK Says Gold Loan Will Be Around 30% Of Our Portfolio Mix By 2030
As A Seasonal Business, We Look At YoY Performance
23 Jul 03:45 CSB Bank says Some Deposits Taken In March Were Recognised Cost-wise This Quarter, Weighing On Results
We Expect NIM To Be In The Guided Range
Have A Strong Balance Sheet, Though One Or Two Accounts Can Occasionally Impact Credit Costs
23 Jul 03:45 HUHTAMAKI INDIA: YESTERDAY LARGE TRADE
Seetha Kumari sold 🔴 3.79 lakh shares at Rs 285.43 per share.
Digvijay Finlease Ltd. bought 🟢 6.50 lakh shares at Rs 294.89 per share.
23 Jul 03:43 PETRONET LNG , GAIL , GAS STOCKS ; QatarEnergy is preparing to further extend force majeure on liquefied natural gas shipments through mid-October, according to people with knowledge of the matter, in a move that would prolong the supply shock that has disrupted the global gas market amid war in the Middle East. - BLOOMBERG 🔴🔴
Several buyers in Europe and Asia said separately they are expecting a formal notification in the coming weeks. Force majeure is declared when extraordinary situations prevent a company from fulfilling its contractual agreements
23 Jul 03:41 Rupee Opens At 96.49/$ Vs Wednesday’s Close Of 96.57/$
23 Jul 03:41 Motilal Oswal on INDUSIND BANK
Neutral , Target Price: ₹1,125
• 📈 Q1FY27 PAT at ₹1,040 Cr, above estimates, aided by healthy operating performance and ₹284 Cr one-time IT refund interest
• 💰 NII rose 7% QoQ (+1% YoY) to ₹4,680 Cr; reported NIM improved 18 bps QoQ to 3.57% (adjusted NIM declined 4 bps QoQ to 3.35%)
• 📊 Net advances grew 3.3% QoQ, driven by corporate loans; deposits increased 3.7% QoQ, while CASA fell to 29.4%
• ✅ Asset quality improved with GNPA/NNPA declining to 3.25%/0.95%; fresh slippages down 9% QoQ
• 📈 Motilal Oswal raised FY27/FY28 earnings estimates by 18–19%, expecting RoA to reach 1% by FY27 exit
23 Jul 03:40 RAJPUTANA BIODIESEL: RECEIVES ₹8.37 CR BIODIESEL LOI FROM IOCL 🛢️📩
• 🏭 Received Letter of Intent (LOI) from Indian Oil Corporation (IOCL) for biodiesel supply
• 🚛 Order covers 900 KL of biodiesel for Panipat, Haryana
• 💰 Estimated order value is ~₹8.37 crore
• 📅 Supply period: June 2026 to August 2026
• ⛽ LOI is part of the biodiesel tender floated by IOCL, HPCL & BPCL
• 📈 Company expects additional LOIs for the remaining bid volumes shortly, including for its subsidiary Nirvaanraj Energy Pvt. Ltd.
🟢 Impact: Positive (Strengthens order pipeline and indicates potential for further biodiesel supply awards.)
23 Jul 03:40 NIFTY TO OPEN 91 PTS GAP DOWN
23 Jul 03:39 MOTILAL OSWAL ON ETERNAL : RETAINS BUY, TP ₹400 📈
• 📊 Q1 revenue beat estimates, but PAT missed by 7% due to a one-off higher tax rate (66% vs 21% estimated), not due to operational weakness
• 🍔 Food Delivery posted its 4th consecutive quarter of accelerating growth, with 20% YoY GOV growth and 5.6% margin, near the upper end of guidance
• ⚡ Blinkit EBITDA margin remained at 0.6% despite higher capex for warehouse expansion; management raised long-term margin guidance to the upper end of 5–6%
• 🎟️ District (events) business continues to outperform management guidance
• 🏷️ Motilal Oswal cut FY27 EPS by 7% (tax-related only), kept FY28 estimates unchanged, and maintained BUY with a Target Price of ₹400 (~41% upside)
23 Jul 03:39 BRENT CRUDE TOPS $95/BBL ON MIDDLE EAST TENSIONS 🛢️📈
• ⛽ Brent crude climbed above $95 per barrel, hitting a 6-week high after rising for 5 consecutive sessions
• ⚠️ Prices surged amid fears of supply disruptions as tensions escalated in the Middle East
• 🚢 Iran threatened retaliation in the Strait of Hormuz, while Houthi militants attacked two Saudi oil tankers in the Red Sea
• 🇺🇸 The US warned of strikes on Iranian infrastructure if shipping through Hormuz is targeted, while continuing operations against Iranian targets
🟢 Likely Beneficiaries: ONGC, Oil India, Vedanta Oil & Gas, Reliance Industries (upstream)
🔴 Likely Negatives: Paint companies (Asian Paints, Berger, Kansai Nerolac), Aviation (IndiGo, SpiceJet), Tyre makers (MRF, Apollo Tyres, CEAT, JK Tyre), OMCs (IOC, BPCL, HPCL) if higher crude persists.
23 Jul 03:39 ONGC : ONGC PLANS INDIA'S FIRST STRATEGIC NATURAL GAS RESERVE ⛽🇮🇳
• 🏗️ ONGC is planning to create India's first strategic natural gas reserve near its gas-producing assets in western India
• 📦 The move comes after the government's earlier plan to store gas in underground salt caverns failed due to high capex and technical challenges
• 🔒 The reserve aims to strengthen India's energy security and provide a buffer against supply disruptions
• 📈 Strategic gas storage could improve supply reliability during demand spikes and global market volatility
🟢 Likely Beneficiaries: ONGC, Oil India, GAIL, Petronet LNG, Gujarat State Petronet, Indraprastha Gas, Mahanagar Gas.
23 Jul 03:39 HIGHWAY INFRASTRUCTURE: WINS ₹28.69 CR NHAI TOLL PLAZA CONTRACT 🛣️
• 🏆 Received Letter of Acceptance (LOA) from NHAI for operations of Kozhinjipatti Fee Plaza in Tamil Nadu
• 💰 Contract value stands at ₹28.69 crore
• 🚧 Scope includes operation and collection of user fee at Kozhinjipatti Toll Plaza and upkeep/maintenance of adjacent toilet blocks
• ⏳ Contract execution period is 90 days
• 🇮🇳 Order awarded by a domestic entity (NHAI)
🟢 Impact: Positive (Strengthens the company's order book and supports revenue visibility through additional NHAI operations contracts.)
23 Jul 03:38 ETERNAL Q1: STRONG BLINKIT MOMENTUM, FOOD DELIVERY STABLE 🚀
• 🍔 Food Delivery NOV grew 20% YoY, in line with the guided 18–20% growth
• ⚡ Blinkit (Quick Commerce) NOV surged 86% YoY, ahead of the expected 80–85% growth
• 🎉 Going Out business recorded 60% YoY growth
• 📉 District business loss narrowed to ₹65 Cr from ₹81 Cr QoQ
• 🏪 Added 200 Blinkit dark stores during the quarter, taking the total to 2,443
Management Commentary: • 📈 Expects Quick Commerce NOV growth to remain robust
• ⛽ No visible impact from fuel or raw material inflation
• ⚔️ Competitive intensity remains high but is now more predictable
• 👥 Blinkit's Q4 average customer retention across all cohorts stood at 46%
23 Jul 02:48 CLSA on JSW Energy
Hold, TP Rs 549
Another weak 1QFY27 with PAT down 37% YoY after a PBT loss in 4QFY26 despite a thermal power acquisition, mainly due to higher funding costs from leveraged M&As, a decline in PPA tariffs and weak generation hurting its merchant power business.
Its core parent 1Q results were weak, with Ebitda/kWh up just 4% despite a robust merchant market, led by dark spread compression and M&A funding costs.
JSWE is giving up on merchant power market.
While its transition has slowed due to its move towards coal asset additions, this thin free-float stock is trading at a c.24x FY28CL PE
Cut FY27-29CL EPS estimates 11%-13% on weak generation & tariff cuts
23 Jul 02:48 Jefferies on JSW Energy
Buy, TP Rs 720
EBITDA was 7% above estimates given higher capacity addition.
EBITDA growth was muted at 3% YoY rise, as KSK energy (13% of capacity) saw unplanned shutdown of 17 days due to extreme wind conditions which has stabilised.
Company added 1.1 GW capacity till date, which compares well with FY27E expectation of 2.2 GW
23 Jul 02:47 CLSA on Nestle
O-P, TP Rs 1638
1QFY27 sales growth of +25.4% YoY (led by volume growth), 4.7%/5.6% above CLe/cons sales estimates
PAT was Rs.9.8bn (+49% YoY), +13%/17% above CLe/cons.
All business segments reported strong double-digit growth this quarter.
Ebitda margin beat despite ad spend growth of 40%, driven by gross profit growth of 30% (the best since 3QCY16).
Accelerated premiumisation, supported by the QC channel’s rising share, was a key driver of sales growth
Raise FY27-29CL earnings 4-7% to reflect higher sales & profit growth
23 Jul 02:47 CITI on Nestle
Buy, TP raised to Rs 1750
Delivered a third consecutive quarter of beat-and-raise performance, with revenue/EBITDA/PAT growing 25%/40%/49% YoY
Performance was volume-led (estimate 16% volume growth in 1QFY27) & broad-based, with all four segments delivering strong double-digit growth
Believe growth trajectory is being driven by:
(a) rural distribution expansion supporting category penetration gains,
(b) strong e-commerce momentum,
(c) accelerated premiumisation across categories
(d) sustained increases in A&P investments.
Importantly, despite a >40% YoY increase in A&P spends, EBITDA margin expanded 240bps YoY to 24.2%, supported by gross margin expansion (+200bps YoY) and operating leverage.
23 Jul 02:47 Nomura on Nestle
Buy, TP Rs 1675
Third blowout quarter in a row; fourth quarter of beat
1QFY27: Beat across lines. Volume+mix +20% y-y, sales +25% y-y vs our/consensus est 21%/19%
GPM/OPM up 210/250bp y-y to 57.2%/24.1%, driving +40% y-y OP vs our/consensus est of +23% despite A&P +40%
From 2Q/3QFY27F, Nestle will start lapping an increased volume base; while believe its strong financial performance vs peers will continue, optically growth rate will likely start moderating down
23 Jul 02:47 HSBC on Nestle
Hold, TP Rs 1480
25% yoy revenue growth (2-yr CAGR: 15%) a 4-5% beat to consensus/HSBCe, with double-digit growth across segments
Milk nutrition growth reviving is a positive but comes on a favourable base so it is not certain if this can be extrapolated
Retain premium 60x fwd PE multiple
23 Jul 02:47 HSBC on Eternal
Buy, TP Rs 340
Both FD & QC grew strongly in 1QFY27; margins slightly improved as well with operating leverage
1QFY27 strength reinforces confidence in FY27 estimates as competition seems stable now
Believe Eternal stock could compound at a 15-20% CAGR
23 Jul 02:45 Nomura on Eternal
Buy, TP Rs 350
Food delivery (FD) accelerates further
Quick commerce – growth bounces back with continued profitability improvement
Blinkit now expects its steady-state EBITDA margin (as % of NOV) to be 6%, instead of 5-6% earlier given its focus on efficiencies, as it aims to drive efficiencies through large stores & warehouses, deeper assortments & efficient working capital management
Forecast 57-74% y-y growth in NOV with adjusted EBITDA margins (as % of NOV) of 0.9-2% in FY27-28F
23 Jul 02:45 CLSA on Eternal
High Conviction O-P TP Rs 506
1QFY27 reinforce view on its strong execution, with both quick commerce (QC) & food delivery seeing growth acceleration and it delivering better profitability despite elevated competition.
Blinkit delivered acceleration in NOV growth along with increased confidence in profitability & cash generation.
Zomato growth accelerated to its fastest pace in six quarters with a limited impact from emerging no-commission platforms, while newer segments, District and Bistro, continue to broaden ecosystem and drive engagement.
23 Jul 02:45 Nomura on USL
Buy, TP Rs 1500
Weak results as expected; sales in line, EBITDA below estimates
1QFY27: P&A/Popular volumes decline 1.3%/14% as impact from MML continues
GPM contraction (-120bp q-q), A&P step-up (+30% y-y) led to EBITDA decline of 5% y-y vs consensus est. of flat y-y
Expect 1HFY27F to continue to see headwinds in both volumes & margins; however, expect 2HFY27F to see tailwinds from India-UK FTA, anniversarizing of MML & likely softer glass prices
23 Jul 02:45 CLSA on USL
Hold, TP Rs 1285
1QFY27 sales growth of 6% YoY, in line with
Gross margin expanded by 212bps YoY & came in 40bps below CLe
Ebitda margin contracted by 30bps YoY & came in 167bps/78bps below consensus driven mainly by higher advertisement spending.
Ebitda grew by 4.1% YoY and came in 9%/4.4% below & consensus expectations, respectively
23 Jul 01:53 JEFFERIES ON SONA BLW
Target Price ₹700
Recommendation Accumulate
Expanding Opportunities in JV with Denso
Partnership appears timely given rising pace of EV adoption across 2Ws and 4Ws in India
23 Jul 01:53 JEFFERIES ON DR REDDY
Target Price ₹1040
Recommendation Underperform
Q1 results a miss even after adjusting for provisions
Margins declined on weak US, higher RM cost and SG&A spends
Mgt expects better margins in H2FY27
Cut FY27-29E est by 1-15% on delays in Sema launch in Canada
23 Jul 01:52 JEFFERIES ON INDUSIND BANK
Target Price ₹1250
Earlier Target ₹1100
Recommendation Underperform
June Quarter: On Track for Improvements
Results show progress on improving trends in growth, asset quality, and core ROA
Core trends were better, aided by lower opex and credit costs
Expect improvements to continue over the next 2-3 years
Visibility on 1.5% ROA will be kev to a rerating
23 Jul 01:52 JEFFERIES ON HPCL
Target Price ₹345
Earlier Target ₹275
Recommendation Underperform
Steep losses but benefits from Inventory Gains
Spot marketing margins are back in the red after the crude rally
Build in PAT loss for FY27
HPCL trades at premium to BPCL despite reporting 3x the PAT loss of BPCL in the quarter
23 Jul 01:52 JEFFERIES ON ETERNAL
Target Price ₹415
Earlier Target ₹400
Recommendation Accumulate
Life could be Absolute
Q1 reinforced a simple message: quality growth matters more than chasing share
Food delivery accelerated with better-than-expected profitability
Q/C outcome was positive despite missing our optimistic forecast
Blinkit does not prefer short term discounting route & in the process, if the rest of the market grows faster, so be it
23 Jul 01:52 Trump Says Venezuela Working With US To Produce Oil - ET NOW
Reiterates Oil Companies Going Into Venezuela
We Don't Need Hormuz Strait, We're Winning In Iran
Iran Getting Hit So Hard, They Want To Make A Deal
Iran Will Be Ready Very Soon, Not Ready For Deal Yet
Any Iranian Attacks On Ships In Hormuz Will Trigger US Strikes
Will Destroy One Bridge Or Power Plant, Including In Or Near Tehran
UCB Is Investing In Georgia, Pharma Is Coming Back
Stock Market Keeps Hitting Highs
Inflation Is Way Down, Oil Will Come Tumbling Down
23 Jul 01:52 MACQUARIE ON UNITED SPIRITS
Target Price ₹1350
Recommendation Underperform
Q1: Marginal Ebitda miss on higher ad spends
Healthy growth momentum in the prestige segment, as the state mix likely aided realisation growth
Management confidence of increasing growth further as the year progresses
Healthy gross margin delivery and the moderate inflation in employee costs
23 Jul 01:52 JEFFERIES ON DR REDDY
Target Price ₹1040
Recommendation Underperform
Q1 results a miss even after adjusting for provisions
Margins declined on weak US, higher RM cost and SG&A spends
Mgt expects better margins in H2FY27
Cut FY27-29E est by 1-15% on delays in Sema launch in Canada
Slower uptake of Sema and delays in bAbatacept approval pose downside
23 Jul 01:52 MACQUARIE ON ADANI GREEN
Target Price ₹1800
Recommendation Outperform
Q1FY27: Robust growth, de-risking underway
Strategic shift from merchant exposure toward long-term contracts materially derisks future cash flows
This gives a more predictable returns trajectory as it scales toward its 50 GW RE/50 GWh BESS ambition
23 Jul 01:51 MACQUARIE ON ETERNAL
Target Price ₹190
Recommendation Underperform
Growth acceleration, margin resilience
Remain guarded on aggregate Q-Com economics and what's priced in the shares
23 Jul 01:51 MACQUARIE ON HPCL
Target Price ₹490
Recommendation Outperform
Q1FY27: Trough quarter likely
Expect near-term earnings to remain volatile for OMCS
23 Jul 01:51 BOFA ON DR REDDY
Target Price ₹1480
Earlier Target ₹1500
Recommendation Accumulate
Weak Q1 on lower US & sema API impact
All eyes on sema resumption
EBITDA miss but hope for H2 improvement
Math on high teen margin in Q1
Confidence on sema key for stock
23 Jul 01:51 CITI ON BPCL
Target Price ₹350
Recommendation Accumulate
Q1: Operational Superiority on Full Display
Continue to prefer BPCL within the OMC space
23 Jul 01:51 CITI ON JSW ENERGY
Target Price ₹650
Recommendation Accumulate
Q1: Operating Drags Transitory; Better Execution Visibility
Capacity additions pickup
Thermal: backdown risks manageable; brownfield optionality improving
Company has begun FY27 capacity additions on a strong note
23 Jul 01:50 MACQUARIE ON INDUSIND BANK
Target Price ₹625
Recommendation Underperform
Asset quality improvement on track
PAT beats estimates, aided by lower credit cost
Margins to remain under pressure
RoA ambition faces a demanding road
23 Jul 01:50 MACQUARIE ON BPCL
Target Price ₹370
Recommendation Outperform
Q1FY27: Marketing drags, refining cushions
Supply situation for BPCL remains comfortable
Current volatility in crude prices is likely to impact OMCs' earnings near term
23 Jul 01:50 CITI ON DR REDDY
Target Price ₹1040
Earlier Target ₹1070
Recommendation Sell
Weak Q1 Reinforces Margin Concerns
Cut FY27/28E EPS by 24%/8%
Remains confident of Abatacept approval by Dec-26
23 Jul 01:50 MORGAN STANLEY ON DR REDDY
Target Price ₹1200
Earlier Target ₹1215
Recommendation Equal-weight
Weak Q1; Sema H2 Rampup Key to Track
Adjusted revenue was 2% and EBITDA was 13% below estimates
Earnings are at trough
Timely resumption of Semaglutide supplies and Abatacept rampup are keys to meet FY28 estimates
Adjusted for Sema disruption and impact from ME crisis, the margins could have been around 18% in Q1
23 Jul 01:50 CITI ON ETERNAL
Target Price ₹385
Earlier Target ₹360
Recommendation Accumulate
Solidifying its leadership position in Quick Commerce with many structural advantages
Believe discounts alone are unlikely to threaten or disrupt
Expand geographically with deeper presence in next-tier cities
Commentary on competition suggests greater confidence in how Eternal is positioned to differentiate
23 Jul 01:35 MORGAN STANLEY ON ETERNAL
Target Price ₹373
Earlier Target ₹347
Recommendation Overweight
Execution drives conviction
Steady momentum in food delivery and quick commerce NOV growth to continue
Strategy to maintain growth momentum irrespective of competition was comforting
Management believes QC steady state margins can be at the upper end of a 5-6% range
Strong Q1 beat and commentary drive estimates higher
23 Jul 01:35 MACQUARIE ON NESTLE
Target Price ₹1575
Earlier Target ₹1400
Recommendation Neutral
Q1: Sales strength, gross margin beat
Believe gross margin will remain strong
Margin supported by continued strength in high-margin infant nutrition sales, expected benign inflation across key inputs
23 Jul 01:34 JEFFERIES ON NESTLE
Target Price ₹1425
Earlier Target ₹1325
Recommendation Hold
Great but Wait
Reported another blockbuster quarter
Performance was broad-based across categories & channels
Growth rates should taper off from H2FY27
There are better opportunities to play the pick-up in sector, as Nestle at 70x 1Y P/E leaves no scope for error
22 Jul 17:46 SIGMA ADVANCED SYSTEMS: COMPLETES UK ACQUISITION 🇬🇧🤝
• ✅ Completed acquisition of 100% stake in Bromford Precision Solutions Limited (UK)
• 📅 Acquisition has been completed after fulfilling all conditions precedent
• 🌍 The company had signed the Share Purchase Agreement on 14 July 2026, with completion now finalized
• 🎯 Acquisition strengthens Sigma Advanced Systems' international presence and expands its precision engineering capabilities
🟢 Impact: Positive (The completed overseas acquisition enhances global capabilities and supports the company's long-term growth strategy.)
22 Jul 17:46 DELTA CORP: FILES SLP IN SUPREME COURT OVER DELTIN HOTEL CASINO LICENCE ⚖️🎰
• 🏛️ Delta Corp has filed a Special Leave Petition (SLP) before the Supreme Court of India
• 📜 The appeal challenges the Bombay High Court order dated April 29, 2026, which dismissed the company's writ petition
• 🎲 The case relates to the licence under Section 13A of the Goa, Daman & Diu Public Gambling Act, 1976 for installation of electronic amusement/slot machines at Deltin Hotel
• 📅 The SLP was filed on 22 July 2026
🟡 Impact: Neutral (The filing keeps the legal challenge alive, but there is no immediate operational or financial outcome until the Supreme Court hears the matter.)
22 Jul 16:55 CIE AUTOMOTIVE INDIA: CEO – IRON CASTING DIVISION RESIGNS 👤
• 📝 Rajendra Valdapudi has resigned as CEO – Iron Casting Division and Key Managerial Personnel (KMP)
• 📅 Resignation will be effective from the close of business hours on 22 July 2026 (cessation effective 23 July 2026)
• 📄 Company has disclosed the resignation in compliance with SEBI LODR regulations
• 🔄 No successor has been announced in the filing
🟡 Impact: Neutral (This is a senior management change. The near-term business impact appears limited until a replacement or strategic change is announced.)
22 Jul 16:55 WAAREE RENEWABLE TECHNOLOGIES: UNVEILS EXPANDED ENERGY TRANSITION STRATEGY ⚡🌱
• 🔋 Expanding beyond Solar EPC into BESS, Wind, Transmission & Distribution, O&M and Green Hydrogen
• 🤝 Acquisition of 55% stake in Associated Power Structures Pvt. Ltd. (APSPL) strengthens T&D EPC and wind infrastructure capabilities
• 🏭 Combined platform offers 108,000 MT/year in-house manufacturing capacity with operations across 16+ countries
• ⚡ Integrated offering now includes Solar EPC, Wind Infrastructure, Transmission & Substation EPC and Telecom Infrastructure
• 📈 Focus on increasing EPC & T&D orders, expanding O&M services, and pursuing domestic as well as international opportunities
• 🎯 Strategy aims to create a full-spectrum energy transition platform, diversify revenue streams and enhance execution capabilities
22 Jul 16:28 MAHINDRA LIFESPACES: EXPANDS CHENNAI INDUSTRIAL PARK WITH SUMITOMO 🏗️🇮🇳🇯🇵
• 🤝 Mahindra Lifespaces and Sumitomo Corporation signed a Second Supplemental Agreement to develop Phase 2B of Origins by Mahindra in Chennai
• 🌍 Agreement covers the acquisition, transfer and development of ~95 acres under Phase 2B
• 📍 Total industrial park area across all phases will increase to ~540 acres
• 🏭 Expansion aims to strengthen Chennai's position as a preferred industrial and logistics hub, attracting Japanese and global manufacturers
• 📈 Management said the project will support India's manufacturing growth with world-class industrial infrastructure and long-term business expansion
🟢 Impact: Positive (Expansion of the industrial park enhances future development potential, strengthens strategic partnership with Sumitomo and supports long-term growth.)
22 Jul 16:28 TANLA PLATFORMS Q1 FY27: STRONG GROWTH ACROSS KEY METRICS 🤖📈
• 💰 Revenue rose to ₹1,226 crore, up 17.8% YoY and 4.1% QoQ
• 📊 Gross Profit increased to ₹326 crore, up 25.1% YoY and 2.6% QoQ
• ⚡ EBITDA grew to ₹201 crore, up 22.7% YoY and 4.9% QoQ
• 🏆 PBT stood at ₹142 crore, up 20.1% YoY and 5.8% QoQ
• 💵 Free Cash Flow reached ₹126 crore, equal to 89% of PAT
• 🤖 Management said growth was driven by improving quality of revenue, with a focus on profitable growth that consistently converts into cash
22 Jul 16:28 ADVAIT ENERGY: INTERNAL RESTRUCTURING OF SUBSIDIARIES 🔄⚡
• 🏢 Board approved sale of 80% stake each in Advait Battery Ecosystems Pvt. Ltd. and Advait Carbon Advisory & Renewables Assets Pvt. Ltd.
• 🤝 Buyer is Advait Greenergy Pvt. Ltd., an existing subsidiary of Advait Energy
• 💰 Sale consideration: ₹80,000 for each company (8,000 shares at ₹10/share)
• 📅 Transaction expected to be completed by 15 September 2026
• 🔁 Post transaction, both companies will become step-down subsidiaries of Advait Energy
• 📊 Both entities are newly incorporated with nil turnover/revenue and net worth of ₹1 lakh each
🟡 Impact: Neutral (This is an internal group restructuring with no significant impact on the overall business or financial position.)
22 Jul 16:27 SCHAEFFLER INDIA Q1 FY27: CONS NET PROFIT UP 13% AT 325.78 CR (YOY), UP 3% (QOQ)
REVENUE UP 17% AT 2760.55 CR (YOY), UP 7% (QOQ)
EBITDA UP 15% AT 535.65 CR (YOY), UP 3% (QOQ)
MARGINS 19.41% V 19.66% (YOY), V 19.94% (QOQ)
22 Jul 16:27 ALUWIND INFRA-TECH: APPROVES CAPACITY EXPANSION 🏗️📈
• 🏭 Board approved capacity expansion for its façade manufacturing facility
• 📦 Existing capacity: 20 unitized façade panels/day, with current facility operating near full utilization
• ➕ New facility of around 40,000 sq. ft. to add capacity of 50 unitized panels/day
• ⏳ New capacity is expected to commence production from Q1 FY28
• 💰 Planned investment: ~₹20 crore, funded through banks/financial institutions
• 🎯 Expansion aims to meet rising demand and increase production capacity
🟢 Impact: Positive (Capacity expansion supports future revenue growth and enhances the company's ability to meet increasing demand.)
22 Jul 16:27 GO DIGIT , ICICI LOMBARD; Former HDFC Ergo CEO, Anuj Tyagi Files (R1) For New General Insurance Co, NxSure General Insurance - CNBC-TV18
Blackstone To Own 90% Stake In NxSure General Insurance & Anuj Tyagi To Own 10%
Alert: CNBC-TV18 Had Reported On Blackstone Entering India's Insurance Sector On March 12, 2026
Alert: Anuj Tyagi Exited HDFC Ergo As MD & CEO In April 2026
22 Jul 16:27 RUBICON RESEARCH: ACQUIRES FIRST US MANUFACTURING FACILITY 🇺🇸💊
• 🏭 Acquired its first US manufacturing facility in East Brunswick, New Jersey from InvaTech Pharma Solutions
• 💰 Enterprise value of the acquisition is USD 2.9 million
• 📋 Acquired facility includes lease, equipment, records and permits; transaction completed on 21 July 2026
• ✅ USFDA-inspected facility has undergone 3 successful inspections over the past decade; latest inspection (May 2026) resulted in procedural observations with corrective actions completed
• 🚀 Manufacturing of Rubicon's products at the site is expected to begin in CY2027 after quality system implementation
• 📈 Company plans significant capital investments over the next 3 years to expand manufacturing capabilities
🟢 Impact: Positive (Strengthens Rubicon's US manufacturing footprint, improves supply chain resilience and supports growth in specialty and branded pharmaceutical products.)
22 Jul 16:27 GANDHAR OIL Q1: MANAGEMENT REMAINS CONFIDENT DESPITE GLOBAL UNCERTAINTIES 🌍🛢️
• 🏆 Reported the strongest quarter in company history, with highest-ever quarterly net profit above ₹200 crore
• 📈 Revenue surged 92% YoY to ₹1,732 crore, while Gross Margin Spread expanded 3.4x YoY to ₹28,145/KL
• ⚙️ Performance driven by agile sourcing, prudent inventory management, favourable product mix and cost optimisation
• 🧴 PHPO segment remained the key growth driver, supported by strong demand from personal care, healthcare and pharma
• ⚡ PIO business saw healthy traction from transformer, power and rubber industries, while lubricants business remained stable
• 🌍 Growing exports and stronger engagement with marquee customers continued to support business momentum
• 🎯 Management remains optimistic on demand and expects to sustain profitable long-term growth despite geopolitical and macroeconomic uncertainties
22 Jul 16:26 UNITED SPIRITS Q1 FY27 :CONS NET PROFIT UP 52 % AT 391 CR (YOY), DOWN 32 % (QOQ)
REVENUE UP 6 % AT 2703 CR (YOY) ,DOWN 11% (QOQ)
EBITDA UP 4 % AT 432 CR (YOY),DOWN 27 %(QOQ)
MARGINS AT 16 % V 16.3 % (YOY), 19.4 % (QOQ)
22 Jul 16:26 Iran Governor of Bushehr: No explosion or fire occurred on Kharg Island - Tasnim News
22 Jul 16:26 SIGNATURE GLOBAL: ACQUIRES 0.38 MILLION SQ. FT. SALEABLE AREA AT DXP ESTATE 🏙️
• 🏗️ Wholly owned subsidiary Signatureglobal Homes Ltd. (SGHL) acquired 0.38 million sq. ft. saleable area
• 📍 Acquisition is in Signature Global Sarvam at DXP Estate, Sector-37D, Dwarka Expressway, Gurugram
• 🌆 Acquired area forms part of a 13.56-acre land parcel in an already launched project
• 💼 Transaction completed through a one-time lump-sum consideration
🟢 Impact: Positive (Enhances the company's saleable inventory in a key Gurugram project, supporting future revenue visibility.)
22 Jul 16:26 WAAREE RENEWABLE TECHNOLOGIES: STRONG Q1, ORDER BOOK CROSSES ₹5,300 CR ☀️
• 📈 Revenue rose 53.2% YoY to ₹924.3 Cr
• 💰 EBITDA increased 47.6% YoY to ₹173.5 Cr; PAT grew 37.7% YoY to ₹119.0 Cr
• 📚 Unexecuted order book stands at ₹5,300+ Cr; bidding pipeline includes 37 GW+ Solar, 10 GWh+ BESS & ₹20,000+ Cr T&D
• 🏗️ Won major orders including 1,520 MWh BESS and 450 MWp ground-mounted solar EPC project
• ⚡ Acquired 55% stake in Associated Power Structures Pvt. Ltd., strengthening its Transmission & Distribution (T&D) capabilities
22 Jul 16:26 TANLA PLATFORMS Q1 FY27: CONS NET PROFIT UP 6% AT 142.17 CR (QOQ), UP 20% (YOY)
REVENUE UP 4% AT 1226.39 CR (QOQ), UP 18% (YOY)
EBITDA UP 8% AT 215.24 CR (QOQ), UP 22% (YOY)
MARGINS AT 17.55% V 17.00% (QOQ), V 16.91% (YOY)
22 Jul 15:23 RRIL: COMPLETES ACQUISITION OF SUMATI SPINTEX, STAKE RISES TO 75% 🏭
• ✅ Completed acquisition of an additional 29,87,500 equity shares (25%) in Sumati Spintex Pvt. Ltd.
• 📈 RRIL's total holding in Sumati Spintex has increased to 75%
• 🏢 Sumati Spintex has now become a subsidiary of RRIL
• 🤝 Additional stake was acquired from the existing shareholders
🟢 Impact: Positive (Strengthens RRIL's control over Sumati Spintex and enhances strategic integration of the business.)
22 Jul 15:23 VEDANTA OIL & GAS: DELHI HC DISMISSES CB/OS-2 PSC EXTENSION PLEA ⚖️
• ❌ Delhi High Court dismissed the company's writ petition challenging the Government's refusal to extend the CB/OS-2 Production Sharing Contract (PSC)
• 🛢️ Case relates to the Government's non-acceptance of the PSC extension application
• 📝 Company has already filed a Letters Patent Appeal (LPA) before the Division Bench of the Delhi High Court against the single-judge order
• 📊 Vedanta Oil & Gas is evaluating the financial and operational implications while pursuing available legal remedies
🟠 Impact: Slightly Negative (Adverse court ruling creates uncertainty, though the company has appealed and the final outcome remains pending.)
22 Jul 15:23 UNITED SPIRITS: INVESTS IN PREMIUM CRAFT SPIRITS STARTUP 🍸
• 💰 Approved investment of ₹2.69 Cr in Nuvola Spirits Pvt. Ltd. (NSPL)
• 📈 Will acquire 10.08% stake (fully diluted basis) through subscription to 17,350 CCPS and 10 equity shares
• 🥃 NSPL owns premium craft liquor brands Mikiamo and Seoulmate, focused on Korean RTD spirits and Italian liqueurs
• 🇮🇳 Investment aligns with United Spirits' strategy to back innovative founders and capitalize on the fast-growing premium craft beverage segment
• 🔄 Agreement includes an option to acquire the remaining stake in NSPL upon achievement of pre-agreed milestones
🟢 Impact: Positive (Strengthens United Spirits' premium portfolio and provides exposure to the fast-growing craft spirits segment.)
22 Jul 14:55 JINDAL POLY FILMS: INITIATES STRIKING-OFF OF UK STEP-DOWN SUBSIDIARY 🇬🇧
• 🏢 Applied for striking-off JPF APL Laminates UK Ltd, a wholly owned step-down subsidiary, from the UK Companies Register
• 📅 Application submitted on July 22, 2026 by JPF Netherlands Investment B.V.
• 📉 UK subsidiary is not a material subsidiary of Jindal Poly Films
• 📊 Subsidiary contributed only ₹0.52 crore (0.01%) of consolidated revenue in the last financial year
• ✅ Upon completion, the entity will cease to exist as a step-down subsidiary of the company
🟢 Impact: Neutral (Corporate restructuring involving a non-material subsidiary with negligible financial contribution.)
22 Jul 14:55 WAAREE RENEWABLE TECHNOLOGIES Q1 FY27: CONS NET PROFIT UP 34% AT 118.98 CR (YOY), DOWN 24% (QOQ)
REVENUE UP 53% AT 924.25 CR (YOY), DOWN 16% (QOQ)
EBITDA UP 46% AT 178.76 CR (YOY), DOWN 16% (QOQ)
MARGINS 19.34% V 20.28% (YOY), V 19.31% (QOQ)
22 Jul 14:55 UNITED SPIRITS Q1 V ESTIMATES
Net Profit At ₹391 Cr Vs EST ₹316 Cr
Revenue At ₹2,703 Cr Vs EST ₹2,662 Cr
EBITDA At ₹432 Cr Vs EST ₹436 Cr
Margin At 16% Vs EST 16.5%
22 Jul 14:39 Good #Q1FY27-22/7/26 post 7pm
Bhageria Industries
#Bhageria
Solid Q1FY27
Good QoQ and YoY uptick across all parameters
Rev at 286cr vs 157cr, Q4 at 271cr
PBT at 46cr dv 15cr, Q4 at 17cr
PAT at 34cr vs 11cr, Q4 at 11cr
NTPC Green Energy
#NTPCGreen
Solid Q1FY27, valuations are rich
Rev at 1107cr vs 680cr, Q4 at 913cr
EBITDA at 988cr vs 603cr⏫64% YoY, ⏫ 28% QoQ
PBT at 368cr vs 277cr, Q4 at 247cr
PAT at 305cr vs 220cr, Q4 at 197cr
CIE Automotive
#CIEAuto
Good YoY,margins down QoQ
Rev at 2620cr vs 2369cr, prev qtr at 2612cr
PBT at 311cr vs 270cr, prev qtr at 327cr
PAT at 234cr vs 203cr, prev qtr at 249cr
H1 OCF at -19cr vs -74cr
UTI Asset Management Company
#UTIAMC
Rev at 583cr vs 546cr, Q4 at 392cr
PBT at 368cr vs 326cr, Q4 was a loss qtr
PAT at 294cr vs 254cr, Q4 was a loss qtr
Bhagwati Autocast
#Bhagwati
Rev at 52cr vs 45cr, Q4 at 46cr
PBT at 6cr vs 4cr, Q4 at 4.3cr
PAT at 4.2cr vs 2.7cr, Q4 at 3.1cr
22 Jul 14:24 CIE AUTOMOTIVE Q1 FY27: CONS NET PROFIT UP 16% AT 235.62 CR (YOY), DOWN 6% (QOQ)
REVENUE UP 11% AT 2620.55 CR (YOY), UP 0.3% (QOQ)
EBITDA UP 16% AT 390.62 CR (YOY), DOWN 3% (QOQ)
MARGINS 14.90% V 14.24% (YOY), V 15.43% (QOQ)
22 Jul 14:24 SUBAM PAPERS: TO PROVIDE ₹40 CRORE CORPORATE GUARANTEE FOR WHOLLY-OWNED SUBSIDIARY 🏦📄
• 🛡️ Subam Papers has proposed to provide a ₹40 crore corporate guarantee in favour of YES Bank for credit facilities extended to its wholly owned subsidiary, Subam Paper and Boards Pvt. Ltd.
• 💰 The guarantee will secure a ₹40 crore Cash Credit (CC) limit, comprising an existing ₹20 crore limit and a fresh ₹20 crore enhancement.
• 🤝 The company clarified that promoters have no interest in the transaction, and the corporate guarantee has been provided on an arm's length basis.
• ⚠️ The company stated there is no immediate financial impact, except that the guarantee will remain a contingent liability if the subsidiary fails to meet its repayment obligations.
🟡 Impact: Neutral (The guarantee supports the subsidiary's financing needs but creates a contingent liability for the parent company without any immediate financial impact.)
22 Jul 14:24 GANDHAR OIL REFINERY Q1 FY27: CONS NET PROFIT UP 456% AT 205.89 CR (QOQ), UP 689% (YOY)
REVENUE UP 58% AT 1731.93 CR (QOQ), UP 92% (YOY)
EBITDA UP 356% AT 292.25 CR (QOQ), UP 519% (YOY)
MARGINS AT 16.88% V 5.83% (QOQ), V 4.85% (YOY)
22 Jul 14:24 ORACLE FINANCIAL Q1 FY27: CONS NET PROFIT UP 68% AT 1415.5 CR (QOQ), UP 121% (YOY)
REVENUE UP 51% AT 3125.2 CR (QOQ), UP 69% (YOY)
EBIT UP 73% AT 1954.1 CR (QOQ), UP 113% (YOY)
MARGINS AT 62.53% V 54.60% (QOQ), V 49.60% (YOY)
22 Jul 14:23 BHAGERIA INDUSTRIES Q1 FY27: CONS NET PROFIT UP 212% AT 33.91 CR (YOY), UP 200% (QOQ)
REVENUE UP 82% AT 286.42 CR (YOY), UP 6% (QOQ)
EBITDA UP 122% AT 66.44 CR (YOY), UP 31% (QOQ)
MARGINS 23.20% V 15.62% (YOY), V 18.68% (QOQ)
22 Jul 14:23 UTI AMC Q1 FY27: CONS NET PROFIT TURNAROUND AT 293.86 CR V LOSS OF 66.71 CR (QOQ), UP 24% (YOY)
REVENUE UP 50% AT 583.51 CR (QOQ), UP 7% (YOY)
EBITDA TURNAROUND AT 382.57 CR V LOSS OF 12.11 CR (QOQ), UP 13% (YOY)
MARGINS AT 65.56% V -3.10% (QOQ), V 62.16% (YOY)
22 Jul 14:23 GODREJ CONSUMER: INVESTS ₹200 CRORE IN GODREJ PET CARE VIA RIGHTS ISSUE 🐶💰
• 🏢 Godrej Consumer Products has invested ₹200 crore in its wholly owned subsidiary, Godrej Pet Care Ltd., by subscribing to a rights issue to fund the subsidiary's business operations, growth plans and capital requirements.
• 🐾 The investment aims to strengthen GCPL's presence in the fast-growing pet care category, which the company has identified as a strategic growth area.
• 💰 GCPL subscribed to 1.61 crore equity shares at a total consideration of ₹200 crore, representing a primary capital infusion into Godrej Pet Care.
• 📊 Following the investment, GCPL continues to hold 100% ownership in Godrej Pet Care. The subsidiary generated ₹2.22 crore revenue (₹222.1 lakh) in FY26.
🟢 Impact: Positive (The investment reinforces GCPL's commitment to the high-growth pet care segment and supports the expansion of its new business vertical.)
22 Jul 14:23 SAATVIK GREEN ENERGY: SUBSIDIARY BAGS ₹138 CRORE SOLAR MODULE ORDER ☀️📦
• 🏆 Saatvik Green Energy's material subsidiary, Saatvik Solar Industries Pvt. Ltd., has received and accepted a ₹138 crore order from a renowned Independent Power Producer (IPP)/EPC player for the supply of Solar PV Modules.
• ☀️ The order is for the domestic market and involves the commercial supply of Solar PV Modules.
• ⏳ The contract is scheduled to be executed by December 2026, providing revenue visibility over the coming months.
• 🤝 The company confirmed that the order is not a related-party transaction, and the promoter/promoter group has no interest in the customer awarding the contract.
🟢 Impact: Positive (The ₹138 crore order strengthens Saatvik's order book, enhances revenue visibility and reflects continued demand for its solar PV modules.)
22 Jul 14:23 HCLTECH: PARTNERS WITH TIM BRASIL TO ENABLE SOUTH AMERICA'S FIRST CROSS-PLATFORM eSIM TRANSFER 📱🌎
• 🤝 HCLTech has partnered with TIM Brasil to enable South America's first cross-platform eSIM transfer capability, enhancing the mobile experience for millions of users in Brazil.
• 📲 Powered by HCLTech's Device Entitlement Gateway (DEG), the solution allows customers to securely transfer eSIM profiles across devices and operating systems without visiting stores or replacing physical SIM cards.
• 🚀 The solution simplifies device upgrades, accelerates next-generation mobile service adoption, and delivers a seamless, secure and device-agnostic user experience.
• 🤖 HCLTech said the collaboration leverages its AI-driven telecom platforms to help TIM Brasil build a more agile, AI-powered telecom ecosystem.
🟢 Impact: Positive (The partnership strengthens HCLTech's telecom digital transformation portfolio and reinforces its capabilities in AI-led network and customer experience solutions.)
22 Jul 14:23 VENTURA GUARANTY: NCLT APPROVES AMALGAMATION OF STEP-DOWN SUBSIDIARY WITH VENTURA SECURITIES ⚖️🔄
• 🏛️ The NCLT, Mumbai Bench has sanctioned the Scheme of Amalgamation of Ventura Allied Services Pvt. Ltd. (step-down subsidiary) with Ventura Securities Ltd. (subsidiary). The order was pronounced on July 21, 2026.
• 🤝 The merger aims to simplify the group structure, enhance financial strength and flexibility, reduce administrative costs and improve the long-term competitiveness of the combined entity.
• 📈 Since Ventura Allied Services is a wholly owned subsidiary of Ventura Securities, no consideration or share exchange will be paid. The existing investment will stand cancelled upon the merger.
• 📋 The scheme received the required approvals from shareholders, creditors and regulators, including SEBI and stock exchanges, before receiving the NCLT's final sanction.
🟢 Impact: Positive (The internal restructuring simplifies the corporate structure, improves operational efficiency and strengthens the group's long-term governance and financial flexibility.)
22 Jul 14:23 OpenAI is launching new corporate software that takes it beyond the AI model war - Business Insider
22 Jul 14:22 Trump: If ships are attacked, we will bomb, including in Tehran
22 Jul 14:22 TRUMP ; From this point forward, any time the Islamic Republic of Iran shoots at a ship in the Strait of Hormuz, the US will bomb one bridge or or power plant.
22 Jul 14:22 OpenAI plans to spend more than $30b on new data center.
22 Jul 14:22 SpaceXAI Explores Major Data Center Expansion in Texas - The Information.
22 Jul 13:19 Captain Polyplast Limited Gets Listed on the National Stock Exchange of India (NSE); Trading to Commence from July 23, 2026
Captain Polyplast Limited one of India's leading manufacturers and exporters of micro-irrigation solutions with a diversified presence in the solar EPC segment, is pleased to announce that its equity shares will be listed and admitted to trading on the National Stock Exchange of India (NSE) effective July 23, 2026, marking a significant milestone in the Company's growth journey.
Listing Snapshot:
• Effective Date: July 23, 2026
• NSE Symbol: CPL
• Series: EQ
• ISIN: INE536P01021
• Face Value: ₹2 per share
• Market Lot: 1 Share
Key Significance:
The NSE listing enhances Captain Polyplast's visibility and accessibility to a broader base of retail and institutional investors while improving liquidity and price discovery for shareholders. The dual listing on both BSE and NSE reflects the Company's continued commitment to transparency, strong corporate governance,
22 Jul 13:02 PRAVEG: APPROVES ₹53.72 CRORE PREFERENTIAL ISSUE TO STRENGTHEN BALANCE SHEET 💰📈
• 🏢 Praveg's Board has approved a preferential issue aggregating ₹53.72 crore, comprising 8,33,700 equity shares and 11,00,000 convertible warrants, subject to shareholders' and regulatory approvals.
• 💰 The company will issue 8,33,700 equity shares at ₹275 per share to convert an unsecured inter-corporate loan from Jhaveri Credits & Capital Ltd. into equity, reducing outstanding debt by approximately ₹22.93 crore.
• 📑 Praveg will also issue 11,00,000 convertible warrants at ₹275 each to members of the Promoter & Promoter Group, aggregating approximately ₹30.25 crore. Each warrant will be convertible into one equity share.
• 🚀 The company said the fund raise will strengthen its capital structure, improve financial flexibility, reduce debt and support long-term expansion in its eco-luxury hospitality business.
🟢 Impact: Positive (The preferential issue improves Praveg's balance sheet through debt reduction while providing fresh growth capital for future expansion.)
22 Jul 13:02 NIPPON LIFE INDIA Q1 FY27: CONS NET PROFIT UP 31% AT 503.70 CR (QOQ), UP 27% (YOY)
REVENUE UP 4% AT 766.87 CR (QOQ), UP 26% (YOY)
EBITDA UP 0.1% AT 50.78 CR (QOQ), UP 31% (YOY)
MARGINS AT 6.62% V 6.86% (QOQ), V 6.40% (YOY)
22 Jul 13:02 WATERWAYS LEISURE Q1 FY27: CONS NET PROFIT DOWN 34% AT 22.77 CR (YOY), UP 26% (QOQ)
REVENUE UP 8% AT 190.11 CR (YOY), UP 23% (QOQ)
EBITDA DOWN 20% AT 46.53 CR (YOY), UP 33% (QOQ)
MARGINS 24.48% V 33.13% (YOY), V 22.68% (QOQ)
22 Jul 13:02 JEENA SIKHO LIFECARE: TO SET UP 60+ BED AYURVEDIC HOSPITAL IN WEST BENGAL 🏥🌿
• 🏥 Jeena Sikho Lifecare has proposed to establish a new Ayurvedic, Naturopathy & Panchkarma Hospital at Kalyani, Nadia district, West Bengal, as part of its expansion strategy.
• 🛏️ The proposed facility will have 60+ beds and a built-up area of approximately 13,000 sq. ft., with operations expected to commence in October 2026.
• 💰 The company plans to invest approximately ₹1.30 crore, which will be funded entirely through internal accruals (owned funds).
• 📈 The expansion aims to strengthen Jeena Sikho's healthcare network and extend quality Ayurvedic and Panchkarma services to a larger population in line with its long-term growth strategy.
🟢 Impact: Positive (The new hospital expands the company's healthcare footprint, increases capacity and supports long-term growth in its Ayurvedic healthcare business.)
22 Jul 13:02 HEG LIMITED Q1 FY27: CONS NET PROFIT UP 17% AT 122.34 CR (YOY), TURNAROUND V LOSS OF 113.77 CR (QOQ)
REVENUE UP 11% AT 680.79 CR (YOY), UP 13% (QOQ)
EBITDA UP 42% AT 150.58 CR (YOY), TURNAROUND V LOSS OF 148.29 CR (QOQ)
MARGINS 22.12% V 17.25% (YOY), V -24.59% (QOQ)
22 Jul 13:01 JOJO LIMITED: PARTNERS WITH FALCON TO LAUNCH JOJO TV ON TCL SMART TVs 📺🤝
• 📺 JOJO Limited has entered into a strategic content distribution partnership with FALCON to launch JOJO TV on TCL Smart TVs.
• 🌍 Through this partnership, JOJO TV will be available to TCL Smart TV users across India and the Middle East & North Africa (MENA), significantly expanding the platform's distribution footprint.
• 🚀 The collaboration strengthens JOJO's presence across Connected TV (CTV) platforms, enhancing content accessibility through premium smart TV ecosystems.
• 📈 The company said the partnership reinforces its multi-platform distribution strategy and supports its goal of reaching audiences across key domestic and international markets.
🟢 Impact: Positive (The partnership expands JOJO TV's reach on premium smart TV platforms, improving distribution, audience access and long-term digital growth prospects.)
22 Jul 13:01 VEERHEALTH CARE: BAGS ₹76.40 LAKH SKINCARE MANUFACTURING ORDER 🧴📦
• 🏆 Veerhealth Care has secured a contract manufacturing order worth ₹76.40 lakh for skincare products from a leading FMCG company, with the customer's identity withheld due to confidentiality.
• 🧴 Under the agreement, the company will manufacture skincare products to be launched under a new MRP structure aimed at brand promotion and market expansion.
• ⏳ The domestic order is scheduled to be executed within 45 days.
• 🤝 The company confirmed that the order is not a related-party transaction, and promoters have no interest in the entity awarding the contract.
🟢 Impact: Positive (The new manufacturing order strengthens Veerhealth Care's order book, supports revenue growth and reinforces its presence in the contract manufacturing segment.)
22 Jul 13:01 HPCL Q1 : CONS. NET LOSS AT ₹11526 CR V PROFIT ₹4901 CR (QOQ) , PROFIT ₹4371 CR (YOY)
REVENUE UP 22 % AT ₹140485 CR (QOQ) , UP 27 % (YOY)
EBITDA LOSS AT ₹16141 CR V PROFIT AT ₹ 8978 CR (QOQ) , PROFIT ₹7602 CR (YOY)
MARGINS AT -11.49 % V 7.82 % (QOQ) , 6.86 % (YOY)
22 Jul 13:01 SONA COMSTAR: FORMS TWO JVs WITH JAPAN'S DENSO FOR EV & HYBRID POWERTRAIN SYSTEMS 🤝⚡
• 🇯🇵 Sona Comstar has signed definitive agreements with DENSO Corporation, Japan to establish two joint ventures in India for the development, design, manufacturing and marketing of electric and hybrid powertrain systems across multiple vehicle segments.
• 🚗 The first JV will develop high-voltage liquid-cooled traction inverters, traction motors and generators for electric and hybrid passenger and commercial vehicles. DENSO will hold 51% and Sona Comstar 49%.
• 🛵 The second JV will focus on air-cooled traction inverters, motors, generators and e-Axles for two- and three-wheelers. DENSO will acquire a 49% stake in Sona Comstar's existing EV traction motor and controller business at an enterprise value of ₹1,750 crore, while Sona Comstar will retain 51% and management control.
• 🚀 The partnership combines DENSO's global electrification technology with Sona Comstar's manufacturing and engineering expertise to accelerate innovation, expand product offerings and strengthen India's EV ecosystem. The transaction is subject to regulatory approvals.
🟢 Impact: Positive (The strategic partnership with DENSO significantly strengthens Sona Comstar's EV technology capabilities, expands its product portfolio and enhances long-term growth opportunities in electric and hybrid mobility.)
22 Jul 13:00 SHOPPERS STOP Q1 FY27: CONS NET LOSS WIDENS TO -14.25 CR V LOSS OF 15.74 CR (YOY), V LOSS OF 16.35 CR (QOQ)
REVENUE UP 11% AT 1291.41 CR (YOY), UP 7% (QOQ)
EBITDA UP 19% AT 192.42 CR (YOY), UP 11% (QOQ)
MARGINS 14.90% V 13.94% (YOY), V 14.30% (QOQ)
22 Jul 11:56 DR REDDY'S ADR FELL 3 % AFTER WEAK Q1
22 Jul 11:56 DR REDDY'S Q1 V ESTIMATES
Net Profit At ₹443.5 Cr Vs EST ₹817.8 Cr
Revenue At ₹8,070.5 Cr Vs EST ₹8,804.7 Cr
EBITDA At ₹1,009 Cr Vs EST ₹1,415.3 Cr
Margin At 12.5% Vs EST 16.1%
22 Jul 11:56 HARISH TEXTILE: NCLT RESERVES ORDER IN INSOLVENCY PETITION ⚖️🏛️
• ⚠️ The NCLT, Mumbai Bench has reserved its order in the insolvency petition filed by M/s. Kamlesh Corporation against Harish Textile Engineers under Section 9 of the Insolvency and Bankruptcy Code (IBC), 2016.
• 🏛️ The Tribunal declined any further adjournment, heard the applicant's submissions and confirmed that the company's reply will be considered before passing the final order.
• 📅 The company became aware of the NCLT order on July 21, 2026, after it was uploaded on the NCLT website.
• 📊 Harish Textile stated that there is no material impact on its financials or operations at this stage, and any financial impact will depend on the final outcome of the proceedings.
🔴 Impact: Negative (The insolvency petition remains pending before the NCLT, creating legal uncertainty until the Tribunal delivers its final order.)
22 Jul 11:56 DEEPAK BUILDERS: COMPLETES JALANDHAR CANTT RAILWAY STATION REDEVELOPMENT 🚉🏗️
• 🏗️ Deepak Builders has successfully completed the redevelopment and construction of Jalandhar Cantt. Railway Station for Indian Railways, with the project now ready for inauguration.
• 🚉 The redeveloped station features modern passenger amenities, upgraded platforms, improved circulation facilities, enhanced accessibility, contemporary architecture and advanced public utility infrastructure, transforming it into a modern transportation hub.
• 📈 The company said the successful completion strengthens its credentials in the railway and transportation infrastructure sector, reinforces its execution capability for complex public infrastructure projects and enhances its competitiveness for future railway station redevelopment opportunities.
• 🤝 Management believes the completion of this landmark project will enhance the company's reputation, stakeholder confidence and long-term business prospects.
🟢 Impact: Positive (Successful execution of a marquee Indian Railways project strengthens Deepak Builders' track record, improving its prospects for securing future infrastructure contracts.)
22 Jul 11:56 TEJASSVI AAHARAM: COMPLETES 100% ACQUISITION OF FUNK FOODS VIA ₹51.16 CRORE SHARE SWAP 🍽️🤝
• 🏢 Tejassvi Aaharam has completed the acquisition of 100% equity stake in Funk Foods Pvt. Ltd. (FFPL) by allotting 5.12 crore equity shares on a preferential basis through a share swap, with no cash outflow.
• 💰 The acquisition is valued at ₹51.16 crore, with shares issued at ₹10 per share (at par) in exchange for the entire equity of FFPL.
• 🍜 Funk Foods is engaged in the development, manufacturing and export of freeze-dried, clean-label food products, including instant chutneys, soup mixes, ready-to-eat meals, spreads, dips and sauces. It reported FY25 turnover of ₹7.97 crore.
• 📈 The company said the acquisition will strengthen its existing food business, create synergies and benefit stakeholders. The transaction is not a related-party transaction.
🟢 Impact: Positive (The acquisition expands Tejassvi Aaharam's product portfolio through a share-swap transaction without cash outflow, supporting long-term growth and business integration.)
22 Jul 11:55 SEJAL GLASS: SECURES ₹121 CRORE ARCHITECTURAL GLASS ORDERS IN UAE & INDIA 🏗️🌍
• 🏆 Sejal Glass' UAE subsidiary has secured five architectural glass orders worth AED 27.6 million (≈₹71 crore) for prestigious hospitality, residential and healthcare projects across the UAE, strengthening its presence in the GCC region.
• 🇮🇳 The company has also bagged architectural glass projects worth approximately ₹50 crore in India, covering commercial, residential and institutional projects.
• 🪟 The orders involve the supply of high-performance architectural glass solutions, including insulated glass units (IGUs), solar-control glazing and laminated safety glass, with execution scheduled during 2026–2027.
• 📈 The company stated that these orders are in addition to its regular order inflows, reflecting healthy business momentum and reinforcing its order pipeline. Customer names have not been disclosed due to competitive sensitivity.
🟢 Impact: Positive (The ₹121 crore order wins strengthen Sejal Glass' order book, improve revenue visibility and reinforce its presence in both domestic and international architectural glass markets.)
22 Jul 11:55 SUN TV: UK SUBSIDIARY ISSUES BONUS SHARES TO PARENT COMPANY 🇬🇧📺
• 🏢 The Board of SunRisers Leeds Limited (SRL), a wholly owned subsidiary of Sun TV Network (formerly Northern Superchargers Limited), has approved the issue of 99,999 bonus equity shares of GBP 1 face value each to Sun TV Network.
• 📈 Following the bonus issue, Sun TV Network's holding in SRL will increase to 1,00,000 equity shares of GBP 1 each.
• 🔄 The transaction is an internal capital restructuring and there will be no change in Sun TV Network's ownership percentage, as SRL will continue to remain a wholly owned subsidiary.
• 🏏 SunRisers Leeds is the franchise previously known as Northern Superchargers Limited, reflecting the company's branding transition.
🟡 Impact: Neutral (The bonus issue is an internal restructuring within a wholly owned subsidiary and does not change Sun TV Network's ownership or have any material financial impact.)
22 Jul 11:55 TVS MOTOR: LAUNCHES TVS RAIDER IN EGYPT, EXPANDS NORTH AFRICA PRESENCE 🏍️🌍
• 🌍 TVS Motor has launched the TVS Raider in Egypt, marking a key step in strengthening its footprint in North Africa and expanding its premium commuter motorcycle portfolio in the region.
• 🏍️ The TVS Raider is powered by a 124.76cc air & oil-cooled 3V engine producing 12.9 PS power and 11.5 Nm torque, featuring a 5-speed gearbox, full digital LCD cluster, LED headlamp, monoshock suspension and USB charger.
• 🚀 TVS said Egypt is a strategic gateway to North Africa, and the launch is aimed at attracting young urban riders while accelerating the company's international growth strategy.
• 🛍️ The motorcycle is available through select dealerships in Egypt and will be rolled out across the dealer network by July 2026 in Black and Yellow colour options.
🟢 Impact: Positive (The Egypt launch strengthens TVS Motor's international expansion strategy, enhances its presence in North Africa and supports long-term export growth.)
22 Jul 11:55 UCO BANK Q1 : GROSS NPA FLAT % TO 5667 CR QOQ
NET NPA DOWN 4 % TO 675 CR QOQ
22 Jul 11:54 INNOVISION: BAGS ₹97.53 CRORE NHAI TOLL COLLECTION CONTRACT 🛣️💰
• 🏆 Innovision has received a Letter of Award (LoA) from the National Highways Authority of India (NHAI) for user fee collection and facility maintenance at the Biratiya Kalan Fee Plaza on the Bar–Bilara–Jodhpur section of NH-112, Rajasthan.
• 💰 The contract is valued at ₹97.53 crore and covers toll collection along with the upkeep and maintenance of adjacent toilet blocks, including consumable items.
• ⏳ The 1-year contract was awarded on July 21, 2026 through a competitive e-tendering process.
• 🤝 The order has been awarded by a domestic entity, with no promoter interest and no related-party transaction involved.
🟢 Impact: Positive (The ₹97.53 crore NHAI contract strengthens Innovision's order book, enhances revenue visibility and reinforces its position in the toll management and infrastructure services business.)
22 Jul 11:54 TCS: STUDY SHOWS PHYSICAL AI GOING MAINSTREAM IN MANUFACTURING 🤖🏭
• 📊 TCS' Physical AI Readiness Report 2026 found that 77% of manufacturers expect significant transformation in warehouse operations, followed by 75% in assembly and manufacturing, highlighting rapid adoption of Physical AI.
• 💰 The study showed no surveyed manufacturer plans to reduce Physical AI investments, while 26% intend to increase spending, indicating strong long-term commitment to AI-led transformation.
• 🤖 Around 68% of manufacturers are still in experimental or non-deployment stages, with legacy systems, data infrastructure and workforce skills identified as the biggest hurdles to large-scale adoption.
• 🤝 TCS is accelerating enterprise adoption through its Physical AI Gemini Experience Center developed with Google Cloud, helping manufacturers deploy AI-powered robotics, automation and intelligent factory solutions.
🟢 Impact: Positive (The report reinforces TCS' leadership in AI-driven manufacturing solutions and supports long-term growth opportunities in industrial digital transformation.)
22 Jul 11:54 MAGNUS STEEL & INFRA Q1 FY27: NET PROFIT UP 491% AT 2.41 CR (YOY), UP 58% (QOQ)
REVENUE UP 274% AT 7.30 CR (YOY), UP 2% (QOQ)
EBITDA UP 490% AT 2.41 CR (YOY), UP 58% (QOQ)
MARGINS 33.02% V 20.90% (YOY), V 21.33% (QOQ)
22 Jul 10:56 INDUSIND BANK Q1 : GROSS NPA DOWN 2 % TO 10848 CR QOQ
NET NPA DOWN 2 % TO 3100 CR QOQ
22 Jul 10:56 INDUSIND BANK Q1 : NET PROFIT UP 47 % TO 1002 CR YOY, UP 88 % QOQ
NII UP 1 % TO 4685 CR YOY, UP 7 % QOQ
OPERATING PROFIT UP 21 % TO 2683 CR QOQ
PROVISION DOWN 10 % TO 1340 CR QOQ
GROSS NPA AT 3.25 % V 3.43 % QOQ
NET NPA AT 0.95 % V 1% QOQ
22 Jul 10:56 EBIX: RBI APPROVES EBIXCASH WORLD MONEY TO UNDERTAKE TRADE REMITTANCES 🌍💳
• 🏦 EbixCash World Money has received RBI approval to undertake trade remittances, becoming India's first non-bank institution to receive this approval under its perpetual Authorised Dealer Category-II (AD-II) licence.
• 🌐 The approval expands the company's regulated cross-border payment capabilities, enabling it to offer trade remittance services under the FEMA framework, a segment traditionally served by banks.
• 📈 The expanded licence positions EbixCash to benefit from growing international trade, increasing MSME exports and rising cross-border financial flows, while offering integrated technology-driven payment solutions.
• 🚀 The approval strengthens Ebix's financial services ecosystem across foreign exchange, remittances, payments and fintech, enhancing its long-term strategy of building a diversified cross-border payments platform.
🟢 Impact: Positive (The RBI approval significantly expands EbixCash's regulated payments business, strengthens its competitive position in cross-border financial services and opens a new long-term growth opportunity.)
22 Jul 10:56 AZAD ENGINEERING: DELIVERS FIRST INDIGENOUS EXPENDABLE TURBOJET ENGINE TO DRDO 🚀🇮🇳
• 🚀 Azad Engineering has delivered its first indigenous expendable turbojet engine to DRDO and the Ministry of Defence after successfully manufacturing and assembling the engine components.
• 🛡️ The delivery marks a major milestone in India's indigenous propulsion capabilities, supporting the country's Aatmanirbhar Bharat initiative in aerospace and defence.
• ⚙️ The achievement highlights Azad Engineering's expertise in precision manufacturing, advanced engineering and complex aero-engine systems, reinforcing its role in India's strategic defence programmes.
• 🇮🇳 The engine will be used for development trials, contributing to India's long-term technological advancement in indigenous aerospace propulsion systems.
🟢 Impact: Positive (The successful delivery strengthens Azad Engineering's credentials in high-value defence manufacturing, enhances its strategic positioning and opens opportunities in indigenous aerospace programmes.)
22 Jul 10:14 TRISHAKTI INDUSTRIES: EXPANDS INTO UAE & SAUDI ARABIA 🌍🏗️
• 🇦🇪 Board approves strategic expansion into the UAE and Saudi Arabia (KSA) to build an international heavy equipment rental platform
• 🚧 Targets high-growth sectors including infrastructure, logistics, ports, renewable energy, industrial projects and energy
• 💰 Saudi Arabia offers a US$1 trillion infrastructure pipeline under Vision 2030 and a US$1 billion crane rental market
• 📈 Regional crane rental market expected to grow at 10–12% CAGR, creating long-term demand for specialized equipment
• 🤝 Company plans to establish its presence through customer acquisition, strategic partnerships and fleet deployment, with a local operating platform to follow
🟢 Impact: Positive (International expansion opens new growth opportunities, diversifies revenue and strengthens Trishakti's long-term growth outlook.)
22 Jul 09:57 TRISHAKTI INDUSTRIES: ENTERS WIND ENERGY EQUIPMENT RENTAL SEGMENT 🌬️🏗️
• 🌬️ Trishakti Industries has announced its strategic entry into the wind energy equipment rental segment, expanding beyond its existing heavy equipment rental business to capitalize on India's fast-growing renewable energy market.
• 🏗️ The company plans to develop capabilities in specialized 900-tonne heavy-lift cranes, which are increasingly required for installing next-generation, taller and higher-capacity wind turbines.
• 🇮🇳 Management highlighted that India's installed wind power capacity is targeted to increase nearly 8x from ~13 GW to 100 GW between FY25 and FY30, creating a significant long-term opportunity for specialized equipment rental providers.
• 🚀 The company will evaluate investments based on customer demand and deployment plans while continuing to expand its fleet and strengthen its position in specialized infrastructure equipment rentals.
🟢 Impact: Positive (The expansion into specialized wind energy equipment rental opens a new high-growth business vertical with strong long-term demand and high entry barriers.)
22 Jul 09:57 WANBURY: USFDA INSPECTION ENDS WITH 6 FORM 483 OBSERVATIONS 🏭🔍
• 🇺🇸 Wanbury has successfully completed a routine USFDA cGMP inspection at its Tanuku, Andhra Pradesh manufacturing facility, conducted between July 13 and July 17, 2026.
• 📋 At the conclusion of the inspection, the USFDA issued a Form 483 with six observations, and the company will respond to the observations within the stipulated timeline.
• 📝 Wanbury stated that its preliminary assessment indicates all six observations are addressable through supporting documentation, corrective actions, technical justifications and procedural enhancements.
• 🌍 The company does not expect any impact on manufacturing operations, exports or financial performance arising from the inspection and remains committed to maintaining the highest cGMP standards.
🟡 Impact: Neutral (Receipt of Form 483 with six observations requires corrective action, but the company expects no material impact on operations or exports.)
22 Jul 09:57 TALBROS ENGINEERING: LEASES NEW INDUSTRIAL FACILITY FOR BUSINESS EXPANSION 🏭🚀
• 🏗️ Talbros Engineering has secured a new industrial premises at Plot No. 38, Sector-4, Faridabad, Haryana, measuring 6,500 sq. ft., to support its business operations and future expansion.
• 📝 The company has entered into a 5-year lease agreement, effective May 10, 2026 to May 9, 2031, with the property owners.
• 💰 The lease has been signed at a monthly rent of ₹1.10 lakh.
• 📢 Talbros Engineering clarified that the commencement of commercial production or operations at the new facility will be announced separately once the unit becomes operational. The transaction is not a related-party transaction.
🟢 Impact: Positive (The new industrial facility supports capacity expansion and strengthens Talbros Engineering's long-term growth plans.)
↑ top
Market Pulse
26 Jul 03:43
24 Jul 14:01 💰 Smart Money Radar — 24 Jul 2026 • 19 Institutional Signals
#AASTHA #ASIANTILES #ATALREAL #BLSE #BLUESTONE #CMLL #CNL #DBL #FWSTC #GANDHAR #GCSL #HUHTAMAKI #INDOBORAX #LOTUSDEV #OPTIVALUE #SHADOWFAX #SHAH #SUDEEPPHRM #SURYODAY
24 Jul 14:00 📊 Brokerage Radar — 24 Jul 2026
44 analyst actions today (Evening Update)
8 ⬆️ Upgrades | 7 ⬇️ Downgrades | 5 🆕 Initiations
#AI_SECTOR #AUTO_SECTOR #BIOCON #CYIENT #EARLYSTAGE_SECTOR #EICHERMOT #GOLD_SECTOR #INDIGO #INDUSTRIALS_SECTOR #INFY #IT_SECTOR #LUPIN #MANAPPURAM #MEESHO #PHARMA_SECTOR #SUNPHARMA #SWIGGY #UJJIVANSFB #UNITDSPR #VMM #ZYDUSLIFE
earningspulse.ai/brokerage-actions
Third-party brokerage view — reported as published. Not our recommendation. Not investment advice.
24 Jul 12:50 🔄 RELATIVE ROTATION GRAPH
📊 Major Global Markets vs S&P 500
📅 24 Jul, 2026
🔵 Improving: Japan, Germany, India, Canada
🟡 Weakening: Taiwan
🔴 Lagging: UK, China, South Korea, Brazil, Australia
🤖 Japan, Germany, India, and Canada show improving relative strength against the S&P 500, suggesting potential outperformance. Focus on these regions for long positions. Conversely, the UK, China, and South Korea are lagging, making them unattractive; consider reducing exposure or avoiding. Taiwan is weakening, warranting caution.
🔗 earningspulse.ai/rrg
— Market Pulse @market_pulseAI
24 Jul 12:50 🔄 RELATIVE ROTATION GRAPH
📊 Commodities vs iShares GSCI Commodity
📅 24 Jul, 2026
🔵 Improving: Gold, Natural Gas, Copper, Wheat, Corn, Soybeans, Agriculture, Uranium
🟡 Weakening: Crude Oil
🔴 Lagging: Silver
🤖 Gold shows strong relative strength. Agriculture and its components (Wheat, Corn, Soybeans) are improving, suggesting potential upside. Copper and Natural Gas are also improving. Crude Oil is weakening.
🔗 earningspulse.ai/rrg
— Market Pulse @market_pulseAI
24 Jul 12:33 💹 FII/DII Pulse — 24 Jul 2026
🔴 FII: ₹-3,893 Cr
🟢 DII: ₹+5,454 Cr
🟢 Combined: ₹+1,561 Cr
📅 3 consecutive days of FII selling
📅 2 consecutive days of DII buying
📊 earningspulse.ai/fii
Source: NSE & BSE | Provisional
24 Jul 11:26 Market Pulse | Broker T+5 Leaderboard
Rolling May 02 to Jul 24 | 17 brokers cleared min-N=20
Pack median alpha +0.1% | hit 52% | source-linked calls N=1072
Descriptive historical follow-through of third-party brokerage calls; source URL required; not an accuracy claim; not investment advice
24 Jul 11:23 Market Pulse | Broker Call Scorecard
Matured Jul 20 to Jul 24 | 22 source-linked fresh calls
Median alpha -0.4% | hit 46% | up 9 / down 13
Call-level factual follow-through of third-party brokerage views; brokers attributed, not ranked; not an accuracy claim; not investment advice
24 Jul 10:13 🔄 RELATIVE ROTATION GRAPH
📊 Factor / Strategy Rotation vs Nifty 50
📅 24 Jul, 2026
🟢 Leading: Low Vol, High Beta
🟡 Weakening: Momentum, Quality, Alpha
🔴 Lagging: Value
🤖 Low Volatility and High Beta strategies are currently leading, indicating strong outperformance relative to the Nifty 50. Momentum and Alpha are weakening, suggesting caution for these previously strong areas. Value continues to lag. Focus on defensive plays (Low Vol) or aggressive growth (High Beta) for current rotation opportunities.
🔗 earningspulse.ai/rrg
— Market Pulse @market_pulseAI
24 Jul 10:12 🔄 RELATIVE ROTATION GRAPH
📊 Market Cap Rotation vs Nifty 50
📅 24 Jul, 2026
🟢 Leading: Midcap 50, Smallcap 50, Smallcap 100
🟡 Weakening: Next 50, Midcap 100, Midcap Select
🤖 Smallcap indices are leading the market, showing strong relative strength and momentum. Midcap 50 also leads. Next 50, Midcap 100, and Midcap Select are weakening, indicating a rotation away from these segments. Focus investments on Smallcap and Midcap 50 for outperformance.
🔗 earningspulse.ai/rrg
— Market Pulse @market_pulseAI
24 Jul 10:11 🔄 RELATIVE ROTATION GRAPH
📊 Nifty Thematic Indices vs Nifty 50
📅 24 Jul, 2026
🟢 Leading: Tourism, EV & Auto, Consumption
🔵 Improving: Digital
🟡 Weakening: Defence, Capital Mkts, Manufacturing, MNC, PSE
🔴 Lagging: CPSE
🤖 Investors should favor Tourism, EV & Auto, and Consumption sectors, which are showing leading relative strength. Manufacturing, Defence, Capital Markets, and MNC are weakening, indicating potential underperformance. Avoid CPSE, which remains in the lagging quadrant.
🔗 earningspulse.ai/rrg
— Market Pulse @market_pulseAI
24 Jul 10:10 🔄 RELATIVE ROTATION GRAPH
📊 Nifty Sectoral Indices vs Nifty 50
📅 24 Jul, 2026
🟢 Leading: Bank, Fin Services, Pharma, Auto, Realty, Media, Pvt Bank, Healthcare
🔵 Improving: IT
🟡 Weakening: Metal, Energy, FMCG, Infra, Commodity, Cons. Durables
🔴 Lagging: PSU Bank, Oil & Gas
🤖 Focus on leading sectors like Pharma, Auto, Realty, and Healthcare, showing strong relative strength and momentum. Consider exiting or reducing exposure to weakening sectors such as Metal, Energy, and FMCG, which are losing momentum. Avoid lagging sectors like IT, PSU Bank, and Oil & Gas, as they exhibit poor relative performance.
🔗 earningspulse.ai/rrg
— Market Pulse @market_pulseAI
24 Jul 10:08 📊 Pre-Open Gap Analysis Close Read - 24 Jul 2026
24 Jul 10:06 📊 INTRADAY MARKET PULSE
__24 Jul 2026 • 03:36 PM__
🟡 Sentiment: Mixed
▓▓▓▓▓▓░░░░ 6/10
📈 Gainers: 18 (≥+4%)
📉 Losers: 9 (≤-4%)
🚀 IT - Software (2 stocks, +10.25%)
__Positive auto software outlook, no recent news__
🚀 Commercial Services & Supplies (2 stocks, +9.65%)
__Infra boom, strong order book, no specific news__
🚀 Industrial Products (2 stocks, +7.95%)
__Good results, strong packaging sector growth__
🚀 Chemicals & Petrochemicals (1 stocks, +11.4%)
__Credit rating upgrade__
🚀 Finance (1 stocks, +9.9%)
__Increased capital__
⚠️ IT - Software (2 stocks, -9.35%)
__Weak results__
⚠️ IT - Services (1 stocks, -7.1%)
__IT sector slowdown__
⚠️ Finance (1 stocks, -10.5%)
__Good results (paradoxical decline)__
⚠️ Chemicals & Petrochemicals (1 stocks, -7.4%)
__Raw material disruption__
➡️ Results Impact
__Company results, both good and weak, are significantly influencing stock movements, leading to both gains and losses.__
📈 Sectoral Tailwinds
__Specific sectors like banking, infrastructure, and packaging are experiencing positive sentiment and growth drivers.__
📈 Credit Ratings & Capital Allocation
__Improved credit ratings and successful capital allocation are boosting investor confidence in some companies.__
📉 Supply Chain & Regulatory Issues
__Raw material disruptions and ongoing asset reconciliation issues are negatively impacting certain businesses.__
• A significant number of gainers (18) compared to losers (9) suggests overall positive sentiment for specific stocks.
• The 'No recent news' or 'No specific news found' for top gainers indicates technical buying, speculative interest, or delayed reactions to past news.
• Despite 'Good Results', SPANDANA is a top loser, highlighting that investor sentiment can sometimes diverge from fundamental performance, possibly due to future outlook concerns or specific segment pressures.
• IT sector shows a mixed trend with some gainers benefiting from specific positive outlooks (KPITTECH), while others are impacted by 'Weak Results' or broader 'IT sector slowdown'.
• Several gainers are driven by strong micro-level company developments like credit ratings, capital allocation, product approvals, or robust order books.
🔮 __The Indian market exhibits a mixed outlook with strong sectoral and stock-specific gains driven by positive news and fundamental improvements. However, a cluster of companies is experiencing declines due to weak results, sector-specific challenges, or supply chain issues. Investors should focus on companies with clear catalysts and strong financial health while being cautious of those facing fundamental headwinds or paradoxical reactions to earnings.__
__— Market Pulse__
24 Jul 10:06 📉 Intraday Losers - 03:36 PM
24 Jul 10:06 📈 Intraday Gainers - 03:36 PM
24 Jul 08:30 📊 INTRADAY MARKET PULSE
__24 Jul 2026 • 02:00 PM__
🟡 Sentiment: Mixed
▓▓▓▓▓▓░░░░ 6/10
📈 Gainers: 19 (≥+4%)
📉 Losers: 9 (≤-4%)
🚀 IT - Software & Services (5 stocks, +7.0%)
__Mixed reasons including technical upgrades, strong quarterly results, and bounces from lows.__
🚀 Chemicals & Petrochemicals (2 stocks, +7.35%)
__Credit rating upgrades and commodity demand.__
🚀 Finance (2 stocks, +6.9%)
__Increased capital and NBFC framework changes.__
⚠️ IT - Software & Services (3 stocks, -7.4%)
__Weak results and overall sector slowdown.__
⚠️ Finance (2 stocks, -9.0%)
__Despite good/great results for some, others experienced declines.__
➡️ Results-Driven Volatility
__Company results (weak, good, great, or strong) are a primary driver of significant intraday movements, both positive and negative.__
📈 Regulatory & Rating Impacts
__Credit rating upgrades (INDOBORAX, MAHLOG) and regulatory approvals (FERMENTA) are boosting specific stocks.__
➡️ Sector-Specific Momentum
__Paints, banking, and hospitality sectors show positive momentum, while parts of IT and financial services face headwinds.__
• The IT sector exhibits significant divergence, with some stocks gaining on strong results or rebounds, while others decline due to weak results or overall sector slowdown.
• Small-cap companies or those with specific news (e.g., credit ratings, regulatory approvals, fund-raising activities) show pronounced movements, indicating sensitivity to catalysts.
• Despite 'good' or 'great' results for some financial sector stocks (SPANDANA, MOTILALOFS), they experienced significant declines, suggesting other underlying market pressures or profit-taking.
🔮 __The market displays a mixed sentiment, with specific news and company-level performance largely dictating intraday movements rather than broad sector trends. Investors should closely monitor individual company results and regulatory updates, as these appear to be the primary drivers of volatility.__
__— Market Pulse__
24 Jul 08:30 📉 Intraday Losers - 02:00 PM
24 Jul 08:30 📈 Intraday Gainers - 02:00 PM
24 Jul 06:30 📊 INTRADAY MARKET PULSE
__24 Jul 2026 • 12:00 PM__
🟡 Sentiment: Mixed
▓▓▓▓▓▓░░░░ 6/10
📈 Gainers: 15 (≥+4%)
📉 Losers: 13 (≤-4%)
🚀 Chemicals & Petrochemicals (2 stocks, +7.65%)
__Positive credit rating, excellent results__
🚀 Finance (2 stocks, +7.4%)
__Increased capital, positive NBFC sector outlook__
🚀 Consumer Durables (2 stocks, +7.15%)
__Technical upgrades, high volume, technical breakout__
🚀 IT - Software (1 stocks, +5.3%)
__No recent news, suggesting technical or broader sector strength__
🚀 IT - Services (1 stocks, +5.0%)
__Strong quarterly results__
⚠️ IT - Software (2 stocks, -8.0%)
__Weak results__
⚠️ Finance (2 stocks, -7.15%)
__Weak results, broader market weakness despite good results for one__
⚠️ IT - Services (1 stocks, -6.2%)
__IT sector slowdown__
⚠️ Consumer Durables (1 stocks, -6.7%)
__Broad market sell-off__
➡️ Earnings & Financial Health
__Company-specific financial results and credit ratings are significant drivers for both gainers and losers.__
➡️ Sectoral Trends
__NBFC sector outlook positive, but broader IT sector facing slowdowns impacting several stocks negatively.__
📈 Technical Factors & Momentum
__Technical upgrades, high volume, and specific stock momentum driving gains in several companies.__
• Financial results (good or weak) are the most frequent and direct drivers for significant price movements.
• The IT sector exhibits a divergent trend with some software products showing no specific news but gaining, while others suffer from weak results or sector slowdowns.
• Despite 'Good Results' for SPANDANA and 'Great Results' for MOTILALOFS, both are among the top losers, suggesting other overriding factors or market reactions.
• Technical factors like upgrades and breakouts are playing a role for some mid-cap stocks.
• Board meeting announcements and fund-raising activities (QIPs) are also influencing stock prices, though with mixed outcomes.
🔮 __The market displays a mixed sentiment, with strong company-specific news and technical indicators driving gains, while weak earnings and broader sector concerns lead to significant declines. Investors should closely monitor individual company financials and sector-specific developments, as the overall market appears to be selective rather than uniformly bullish or bearish.__
__— Market Pulse__
24 Jul 06:30 📉 Intraday Losers - 12:00 PM
24 Jul 06:30 📈 Intraday Gainers - 12:00 PM
24 Jul 05:30 📈 Intraday Gainers - 11:00 AM
24 Jul 04:30 📊 INTRADAY MARKET PULSE
__24 Jul 2026 • 10:00 AM__
🔴 Sentiment: Bearish
▓▓▓▓░░░░░░ 4/10
📈 Gainers: 11 (≥+4%)
📉 Losers: 20 (≤-4%)
🚀 Industrial Products (2 stocks, +7.05%)
__Government push for local steel and upcoming board meeting.__
🚀 IT - Software (1 stocks, +5.7%)
__No recent news suggests technical strength or speculative interest.__
🚀 Capital Markets (1 stocks, +4.0%)
__New all-time high price indicates strong investor confidence.__
⚠️ IT - Software (1 stocks, -10.0%)
__Weak results.__
⚠️ Capital Markets (1 stocks, -7.7%)
__Despite great results, the stock saw a significant drop, possibly due to profit booking or other market factors.__
⚠️ IT - Services (1 stocks, -5.9%)
__IT sector slowdown.__
⚠️ Retailing (2 stocks, -4.75%)
__Specific company news (AGM, foreign ownership cap, AoA/MoA changes) and mixed results.__
➡️ Earnings Impact
__Strong and weak earnings reports are driving significant price movements in both directions across multiple sectors.__
➡️ Sector Specific Trends
__Government support for steel and IT sector slowdown are influencing sector-specific performance.__
➡️ Market Sentiment/Technical Factors
__Broader market weakness, technical breakouts, and all-time highs are impacting individual stock movements.__
• Despite some stocks having 'Great Results' or 'Good Results', they still appeared on the losers list, suggesting profit-booking or other overriding market factors.
• The IT sector shows a clear divergence with a gain based on 'No recent news' and a significant loss due to 'Weak Results' and 'IT sector slowdown'.
• Broader market weakness is explicitly cited as a reason for several declines, indicating a general cautious sentiment for some segments.
• Corporate actions like share allotments, board meetings, and dividend recommendations are driving significant short-term movements.
🔮 __The market appears to be in a cautious to bearish mood, with the number of losers significantly outweighing gainers. While specific positive catalysts are driving individual stocks up, broader market weakness and negative earnings reports are causing more widespread declines. Investors should be selective and focus on company-specific fundamentals amidst the mixed signals.__
__— Market Pulse__
24 Jul 04:30 📉 Intraday Losers - 10:00 AM
24 Jul 04:30 📈 Intraday Gainers - 10:00 AM
24 Jul 03:38 📊 Pre-Open Gap Analysis
__24 Jul 2026__
📈 Gapping Up: 10 stocks
📉 Gapping Down: 15 stocks
Catalyst Breakdown:
📊 Earnings: 7
📢 Announcements: 3
Top Gap Ups:
📊 GUJALKALI +10.0% - __Excellent Results__
🤖 LGHL +9.0% - __Insider sold shares__
🤖 TECHNVISN +8.3% - __No recent news__
📢 MAXIND +7.8% - __Allotted 3.6M shares__
📊 GRPLTD +5.0% - __Excellent Results__
Top Gap Downs:
🤖 JLHL -80.1% - __No recent news__
📊 RAMCOSYS -10.0% - __Weak Results__
📊 STYL -6.3% - __Weak Results__
🤖 KOTIC -5.3% - __No recent news__
📢 CEMPRO -5.0% - __Fundraise for stock __
🤖 AI Market Insights:
__This pre-open data reveals a market with high volatility and distinct pockets of activity.
1. Dominant Themes/Sectors: Real Estate (NATIONSTD, VIPULLTD, ARIHANT) shows weakness across multiple stocks, indicating sector-specific headwinds. Several stocks are reacting to corporate actions like share allotments (MAXIND), ex-dividend dates (REDTAPE), demerger adjustments (TRIVENI), and fundraises (CEMPRO).
2. Common Catalysts (other than earnings): Corporate actions are a significant driver of gaps. Share allotments, ex-dividend dates, demergers, and fundraises are causing both positive and negative movements. "No recent news" is also a recurring reason, especially for some of the larger ...__
__Total: 25 stocks | Large-cap: 0__
24 Jul 03:38 📊 Pre-Open Gap Analysis - 24 Jul 2026
24 Jul 03:30 📊 Brokerage Radar — 24 Jul 2026
15 analyst actions today
4 ⬇️ Downgrades | 3 🆕 Initiations
#AUTO_SECTOR #BIOCON #EICHERMOT #INDIGO #INFY #IT_SECTOR #MANAPPURAM #MEESHO #SUNPHARMA #UNITDSPR #VMM
earningspulse.ai/brokerage-actions
Third-party brokerage view — reported as published. Not our recommendation. Not investment advice.
23 Jul 14:01 💰 Smart Money Radar — 23 Jul 2026 • Page 2/2 • 7-10 deals/page
23 Jul 14:01 💰 Smart Money Radar — 23 Jul 2026 • Page 1/2 • 7-10 deals/page
#AASTHA #AGIIL #ASIANTILES #ATALREAL #BLUESTONE #FEDDERSHOL #GANDHAR #HUHTAMAKI #INDOTHAI #LOTUSDEV #MOTISONS #OFSS #OSWALPUMPS #RATNAVEER #ROUTE #TANLA #WAKEFIT
23 Jul 14:00 📊 Brokerage Radar — 23 Jul 2026
47 analyst actions today (Evening Update)
16 ⬆️ Upgrades | 7 ⬇️ Downgrades
#ADANIENT #ADANIGREEN #ADANIPOWER #CHALET #CRAMC #DEFENSIVE_SECTOR #DRREDDY #ETERNAL #HCG_RE #HDFCBANK #HINDALCO #HINDUNILVR #HINDZINC #ICICIBANK #INDIA_MARKET #INDUSINDBK #ITC #JSWENERGY #MARICO #NESTLEIND #NIFTY50 #PRIVATE_SECTOR #RELIANCE #SONACOMS #TITAN #UTILITY_SECTOR #UTKAR_RE #VEDL
earningspulse.ai/brokerage-actions
Third-party brokerage view — reported as published. Not our recommendation. Not investment advice.
23 Jul 12:49 💹 FII/DII Pulse — 23 Jul 2026
🔴 FII: ₹-2,999 Cr
🟢 DII: ₹+2,947 Cr
🔴 Combined: ₹-52 Cr
📅 2 consecutive days of FII selling
📊 earningspulse.ai/fii
Source: NSE & BSE | Provisional
23 Jul 10:12 📊 Pre-Open Gap Analysis Close Read - 23 Jul 2026
23 Jul 10:06 📊 INTRADAY MARKET PULSE
__23 Jul 2026 • 03:36 PM__
🟡 Sentiment: Mixed
▓▓▓▓▓▓░░░░ 6/10
📈 Gainers: 22 (≥+4%)
📉 Losers: 11 (≤-4%)
🚀 IT - Software (2 stocks, +15.05%)
__IT sector gaining interest, Good Results__
🚀 Petroleum Products (3 stocks, +12.4%)
__Excellent Results, Positive sector sentiment, Strong buy rating__
🚀 Realty (3 stocks, +7.07%)
__Positive realty sector outlook, Realty sentiment stabilizing, Strong realty demand__
🚀 Fertilizers & Agrochemicals (2 stocks, +8.1%)
__New urea policy tailwind, Favorable monsoon outlook__
🚀 Industrial Products (2 stocks, +4.35%)
__Electrode price increase, Excellent Results__
⚠️ Banks (2 stocks, -5.2%)
__Lowered FY27 RoA guidance, Great Results (but still fell)__
⚠️ IT - Hardware (1 stocks, -12.7%)
__Weak Results__
⚠️ Chemicals & Petrochemicals (1 stocks, -8.5%)
__Excellent Results (but still fell)__
➡️ Results Impact
__Company earnings announcements driving significant moves, both positive and negative, irrespective of the quality of results in some cases.__
📈 Sectoral Tailwinds
__IT, Petroleum Products, Realty, and Agrochemicals benefiting from broader positive sentiment and policy changes.__
📉 Valuation & Profit Booking
__Some stocks experiencing declines due to profit booking after rallies or concerns about high valuations and weak fundamentals.__
• Results season is a dominant factor, with both strong and weak results leading to significant price movements.
• IT, Petroleum Products, and Realty sectors show strong positive momentum, driven by a combination of good results and positive outlooks.
• Some stocks decline despite 'Excellent' or 'Good' results, indicating profit booking, broader market sentiment, or specific guidance concerns (e.g., SRF, INDUSINDBK, HFCL).
• Small and mid-cap stocks are prominently featured in both gainers and losers, suggesting higher volatility and specific company-driven news.
• Commodity-related sectors (Fertilizers, Industrial Products - Electrodes) are benefiting from specific tailwinds like policy changes and price increases.
🔮 __The market shows mixed sentiment with strong sectoral plays driven by results and specific industry tailwinds. However, profit booking and weak results in other areas are causing significant declines. Investors should focus on company-specific news and sector-specific developments while exercising caution on high valuations.__
__— Market Pulse__
23 Jul 08:31 📊 INTRADAY MARKET PULSE
__23 Jul 2026 • 02:01 PM__
🟡 Sentiment: Mixed
▓▓▓▓▓▓░░░░ 6/10
📈 Gainers: 85 (≥+4%)
📉 Losers: 57 (≤-4%)
🚀 Realty (5 stocks, +6.62%)
__Positive realty sector outlook, strong demand__
🚀 Petroleum Products (3 stocks, +11.87%)
__Excellent results, positive sector sentiment__
🚀 Finance (2 stocks, +8.85%)
__Strong NBFC sector outlook__
🚀 Fertilizers & Agrochemicals (2 stocks, +8.05%)
__Favorable monsoon outlook, positive agrochemical trends__
🚀 Commercial Services & Supplies (2 stocks, +8.75%)
__Significant order win, positive services demand__
⚠️ Chemicals & Petrochemicals (3 stocks, -6.7%)
__Amalgamation announcement, sector margin pressure__
⚠️ Auto Components (2 stocks, -8.5%)
__OK results, profit booking__
⚠️ Industrial Products (4 stocks, -7.1%)
__Profit booking, weak export demand, technical sell-off__
⚠️ Electrical Equipment (2 stocks, -6.3%)
__OK results, poor financial position__
⚠️ Construction (2 stocks, -5.0%)
__Trading window re-opening, broader market weakness__
➡️ Earnings Impact
__Both excellent/good results leading to significant gains and weak/OK results causing declines across various sectors.__
📈 Sector-Specific Momentum
__Realty, NBFC, and Petroleum Products showing strong upward trends driven by positive outlooks and demand.__
📈 Order Wins & Partnerships
__Significant order wins (RBMINFRA, DIACABS) and key partnerships (ROUTE, MARUSHIKA) are driving notable stock surges.__
📉 Profit Booking & Technicals
__Several stocks are experiencing declines due to profit booking, high volatility, and technical downtrends after recent gains.__
• Strong earnings performance is a significant driver for top gainers, particularly in Petroleum Products and Banking.
• Sectoral tailwinds, such as strong domestic demand for ceramics and positive realty outlook, are boosting several stocks.
• Despite some strong results, profit booking and technical factors are heavily influencing some of the top losers, even those with good results.
• New partnerships and significant order wins are proving to be powerful catalysts for immediate stock appreciation.
• Chemicals and Petrochemicals sector is showing mixed signals, with some gaining due to growth outlook and others declining due to specific company events or sector margin pressure.
🔮 __The market demonstrates a mixed sentiment with strong sectoral plays driven by positive earnings, strategic partnerships, and favorable industry outlooks. However, profit booking and technical corrections are impacting some stocks, indicating cautious trading. Investors should focus on companies with clear positive catalysts and strong fundamentals.__
__— Market Pulse__
23 Jul 08:31 📉 Intraday Losers - 02:01 PM
23 Jul 08:31 📈 Intraday Gainers - 02:01 PM
23 Jul 06:30 📊 INTRADAY MARKET PULSE
__23 Jul 2026 • 12:00 PM__
⚪ Sentiment: Mixed to Bullish
▓▓▓▓▓▓▓░░░ 7/10
📈 Gainers: 22 (≥+4%)
📉 Losers: 7 (≤-4%)
🚀 IT - Software (2 stocks, +15.7%)
__Sector interest, good results__
🚀 Petroleum Products (2 stocks, +14.5%)
__Excellent results, positive sector sentiment__
🚀 Consumer Durables (5 stocks, +8.3%)
__Domestic demand, strong momentum, export data__
🚀 Realty (3 stocks, +6.9%)
__Positive sector outlook, volume spurt__
🚀 Chemicals & Petrochemicals (2 stocks, +6.7%)
__Sector growth outlook__
⚠️ Chemicals & Petrochemicals (2 stocks, -6.1%)
__Amalgamation, excellent results (ironic)__
⚠️ IT - Software (1 stocks, -4.6%)
__Excellent Results (ironic)__
➡️ Earnings Season Impact
__Company results are a primary driver for significant moves, both positive and negative, regardless of the sector.__
📈 Sectoral Sentiment
__IT, Petroleum, and Realty sectors are seeing positive sentiment, driving multiple stocks higher.__
📈 Specific Company News
__Partnerships (ROUTE) or board meetings (SPECTRUM) can significantly impact individual stock performance.__
📈 Volume and Momentum Driven Gains
__Some stocks are gaining purely due to increased trading volume or price momentum without specific news.__
• A significant majority of movers are gainers (22 vs 7), indicating a generally positive day.
• Earnings reports, both strong and weak, are the most prevalent reason for large intraday movements.
• The IT sector shows mixed signals, with strong gains for some due to good results/sector interest, but losses for others despite excellent results (OFSS).
• Consumer durables and realty sectors are showing broad-based strength, suggesting positive domestic economic outlook.
• Some stocks like NBIFIN, WAKEFIT, and TARC moved significantly without clear, publicly available news, possibly due to technical factors or undisclosed information.
🔮 __The market appears to be in a mixed to bullish phase, with strong corporate earnings and positive sectoral sentiments driving gains across various industries. However, negative surprises in earnings or specific company-related news can still lead to sharp declines, even for fundamentally sound companies as seen with OFSS and SRF despite 'Excellent Results'.__
__— Market Pulse__
23 Jul 05:30 📊 INTRADAY MARKET PULSE
__23 Jul 2026 • 11:00 AM__
🟢 Sentiment: Bullish
▓▓▓▓▓▓▓▓░░ 8/10
📈 Gainers: 25 (≥+4%)
📉 Losers: 3 (≤-4%)
🚀 Petroleum Products (4 stocks, +12.7%)
__Excellent results and positive sector sentiment__
🚀 Consumer Durables (4 stocks, +10.0%)
__Market-driven volume increase, strong demand, and price momentum__
🚀 IT - Software (2 stocks, +11.5%)
__Good results and general sector interest__
🚀 Paper, Forest & Jute Products (2 stocks, +6.5%)
__Excellent results and packaging-led demand growth__
⚠️ Auto Components (1 stocks, -9.5%)
__OK Results__
⚠️ Banks (1 stocks, -4.9%)
__Despite great results, a significant drop suggests market specific concerns.__
📈 Earnings Season Impact
__Strong or excellent results are driving significant gains for several companies across various sectors.__
📈 Sectoral Tailwinds
__Positive sentiment and growth outlooks are boosting specific sectors like Petroleum Products, Chemicals, and Realty.__
📈 Company-Specific Catalysts
__Partnerships (e.g., ROUTE), strong demand (e.g., ASIANTILES), and strategic focus (e.g., MAXIND) are individual drivers.__
• A significant majority of movers are gainers, indicating a strong positive market sentiment.
• Earnings reports (both good and excellent) are the primary driver for many top gainers.
• Interestingly, TIPSMUSIC gained significantly despite 'Weak Results', suggesting other market factors at play, potentially short covering or technical buying.
• INDUSINDBK's drop despite 'Great Results' highlights that strong fundamentals aren't always enough to prevent intraday selling pressure, perhaps due to profit booking or broader sector-specific concerns.
• Several sectors show broad positive momentum, including Petroleum Products, Consumer Durables, and IT Software.
🔮 __The market demonstrates a strong bullish sentiment, primarily fueled by positive corporate earnings and favorable sectoral outlooks. While a few stocks experienced declines, the overwhelming number of gainers suggests confidence among investors. However, the unexpected movement of stocks like TIPSMUSIC and INDUSINDBK indicates that individual stock dynamics and broader market sentiment can sometimes override fundamental performance.__
__— Market Pulse__
23 Jul 05:30 📉 Intraday Losers - 11:00 AM
23 Jul 04:30 📊 INTRADAY MARKET PULSE
__23 Jul 2026 • 10:00 AM__
🟢 Sentiment: Bullish
▓▓▓▓▓▓▓░░░ 7/10
📈 Gainers: 22 (≥+4%)
📉 Losers: 5 (≤-4%)
🚀 Paper, Forest & Jute Products (7 stocks, +7.1%)
__Strong packaging demand, sector momentum, and capacity expansion.__
🚀 Petroleum Products (3 stocks, +12.3%)
__Excellent results, positive sector sentiment, and strong buy ratings.__
🚀 Consumer Durables (2 stocks, +9.95%)
__Market-driven volume increase and 'OK Results'.__
🚀 Industrial Products (3 stocks, +5.9%)
__Packaging industry growth and demand for sustainable packaging.__
🚀 Chemicals & Petrochemicals (2 stocks, +9.1%)
__Sector growth outlook.__
⚠️ Electrical Equipment (1 stocks, -5.5%)
__OK Results__
⚠️ Auto Components (1 stocks, -7.6%)
__OK Results__
⚠️ Banks (1 stocks, -5.9%)
__Great Results (paradoxical, suggesting profit booking or other concerns)__
📈 Results-Driven Volatility
__Company earnings announcements are a major catalyst for significant price movements, both up and down.__
📈 Packaging Industry Growth
__Robust demand for paper packaging and sustainable packaging is driving gains across related sectors.__
📈 Sector-Specific Momentum
__Positive sentiment and outlook for specific sectors like Petrochemicals and Chemicals are contributing to gains.__
• A significant number of gainers are driven by strong or excellent quarterly results.
• The Paper, Forest & Jute Products sector is experiencing a broad-based rally, primarily due to robust packaging demand.
• Despite 'Great Results', IndusInd Bank experienced a notable decline, suggesting potential profit-booking or other underlying concerns not explicitly stated.
• Some movers, like WAKEFIT, are seeing gains attributed to market-driven volume increases without specific news.
• The small number of losers indicates a generally positive market sentiment for the day, but with targeted declines based on specific company/sector issues.
🔮 __The market demonstrates a bullish bias, largely propelled by strong corporate earnings and specific sectoral tailwinds, especially in the packaging and petroleum products segments. Investors should focus on companies reporting excellent results and those benefiting from clear industry growth drivers, while exercising caution with stocks showing declines despite seemingly neutral or positive news.__
__— Market Pulse__
23 Jul 03:38 📊 Pre-Open Gap Analysis
__23 Jul 2026__
📈 Gapping Up: 15 stocks
📉 Gapping Down: 9 stocks
Catalyst Breakdown:
📊 Earnings: 11
📋 Orders: 1
📢 Announcements: 5
Top Gap Ups:
📊 GANDHAR +16.0% - __Excellent Results__
📊 EMAMIPAP +5.0% - __Excellent Results__
📋 SEJALLTD +5.0% - __AED 27.6M & ₹50 Cr o__
📊 BHAGERIA +5.0% - __Good Results__
📢 E2E +5.0% - __Q1 FY27 earnings cal__
Top Gap Downs:
📊 DRREDDY -6.9% - __Weak Results__
🤖 LIKHITHA -6.8% - __Recent large contrac__
📊 GEOJITFSL -5.1% - __Weak Results__
📢 TRIVENI -5.0% - __Q1 FY27 call July 30__
📢 SUMEETINDS -5.0% - __Rights Issue complet__
🤖 AI Market Insights:
__This pre-open gap data reveals a strong bullish sentiment across Indian markets, primarily driven by positive news. The dominant theme is excellent and good corporate performance. Many smaller companies are gapping up due to strong order books (AVPINFRA, SEJALLTD), technical rebounds (KSHITIJPOL), aggressive expansion plans (UFBL), and even acquisition talks (BIKEWO). Notably, director changes (WILLAMAGOR, DBSTOCKBRO) are also creating gaps, both positive and negative. OFSS is the only large-cap showing a significant positive gap, reinforcing the overall positive market mood. The prevalence of smaller, less-known companies with significant upward gaps suggests active retail participation ...__
__Total: 24 stocks | Large-cap: 3__
23 Jul 03:38 📊 Pre-Open Gap Analysis - 23 Jul 2026
23 Jul 03:30 📊 Brokerage Radar — 23 Jul 2026
18 analyst actions today
4 ⬆️ Upgrades | 2 ⬇️ Downgrades
#ADANIENT #ADANIPOWER #CHALET #DEFENSIVE_SECTOR #DRREDDY #ETERNAL #HCG_RE #HDFCBANK #HINDUNILVR #ICICIBANK #ITC #NESTLEIND #NIFTY50 #RELIANCE #SONACOMS #UTKAR_RE
earningspulse.ai/brokerage-actions
Third-party brokerage view — reported as published. Not our recommendation. Not investment advice.
23 Jul 03:00 📊 Brokerage Radar — 23 Jul 2026
10 analyst actions today
4 ⬆️ Upgrades | 1 ⬇️ Downgrade
#DEFENSIVE_SECTOR #DRREDDY #ETERNAL #HINDUNILVR #ICICIBANK #ITC #NESTLEIND #NIFTY50 #SONACOMS
earningspulse.ai/brokerage-actions
Third-party brokerage view — reported as published. Not our recommendation. Not investment advice.
22 Jul 14:00 💰 Smart Money Radar — 22 Jul 2026 • 22 Institutional Signals
22 Jul 14:00 📊 Brokerage Radar — 22 Jul 2026
20 analyst actions today (Evening Update)
8 ⬆️ Upgrades | 3 ⬇️ Downgrades | 1 🆕 Initiation
#BAJAJ_AUTO #BANDHANBNK #CYIENTDLM #HDFCBANK #HFCL #INDHOTEL #NESTLEIND #NYKAA #PHARMA_SECTOR #PRIVATE_SECTOR #SBIFUNDS #SBILIFE #TVSMOTOR
earningspulse.ai/brokerage-actions
Third-party brokerage view — reported as published. Not our recommendation. Not investment advice.
22 Jul 12:27 💹 FII/DII Pulse — 22 Jul 2026
🔴 FII: ₹-819 Cr
🔴 DII: ₹-418 Cr
🔴 Combined: ₹-1,237 Cr
📅 2 consecutive days of DII selling
📊 earningspulse.ai/fii
Source: NSE & BSE | Provisional
22 Jul 10:08 📊 Pre-Open Gap Analysis Close Read - 22 Jul 2026
22 Jul 10:05 📊 INTRADAY MARKET PULSE
__22 Jul 2026 • 03:35 PM__
🟡 Sentiment: Mixed
▓▓▓▓▓▓░░░░ 6/10
📈 Gainers: 14 (≥+4%)
📉 Losers: 15 (≤-4%)
🚀 Industrial Products (3 stocks, +10.8%)
__Strong quarterly growth, excellent results__
🚀 Paper, Forest & Jute Products (1 stocks, +20.0%)
__Excellent Results__
🚀 Other Consumer Services (1 stocks, +20.0%)
__Excellent Results__
🚀 Aerospace & Defense (1 stocks, +12.7%)
__Sector momentum, strong trading__
⚠️ Pharmaceuticals & Biotechnology (3 stocks, -10.0%)
__Weak results, broad sector weakness, dividend record date__
⚠️ Leisure Services (2 stocks, -7.3%)
__Weak results, market-driven changes__
⚠️ Realty (1 stocks, -7.7%)
__OK Results__
⚠️ Banks (1 stocks, -16.9%)
__OK Results__
📈 Earnings Impact
__Excellent/Good results are a primary driver for significant gains, especially for EMAMIPAP, MPSLTD, M_MFIN, and HUHTAMAKI.__
➡️ Sector-Specific Momentum
__Aerospace & Defense and Healthcare Services show positive momentum, while Pharma and IT sectors face weakness.__
➡️ Company-Specific Updates
__Mergers, IPO fund utilization, and leadership changes influence individual stock performance regardless of broader trends.__
➡️ Trading Volume & Market Sentiment
__Increased trading volume (LOTUSDEV) and market-driven movements (ORIENTHOT) can cause volatility without clear fundamental news.__
• Strong earnings performance is a dominant factor for significant gains, with multiple companies rallying +10% or more due to excellent results.
• The Pharmaceuticals & Biotechnology sector is experiencing broad-based weakness, with three stocks among the top losers due to weak results, sector weakness, and dividend-related adjustments.
• Industrial Products and Packaging sectors are showing strength, with UFLEX and HUHTAMAKI seeing significant gains driven by strong growth and excellent results.
• Some movements, especially on the downside (e.g., AASTHA's recent weak debut, BANDHANBNK's and MEDPLUS's weak results), indicate specific company or IPO-related challenges.
• IT sector, despite TECHNVISN's positive outlook, shows overall weakness as evidenced by GENESYS's decline, suggesting a mixed sentiment within the tech space.
🔮 __The Indian intraday market shows a mixed sentiment, with strong gains driven by excellent quarterly results in specific sectors like Paper, E-Learning, and Packaging. However, this positive momentum is counterbalanced by significant declines in the Pharmaceutical, Banking, and Retail Pharmacy sectors, largely due to weak earnings or broader sector headwinds. Investors should continue to focus on company-specific fundamentals and earnings reports, as these are proving to be the primary catalysts for major price movements.__
__— Market Pulse__
22 Jul 10:05 📉 Intraday Losers - 03:35 PM
22 Jul 10:05 📈 Intraday Gainers - 03:35 PM
22 Jul 08:30 📊 INTRADAY MARKET PULSE
__22 Jul 2026 • 02:00 PM__
🟡 Sentiment: Mixed
▓▓▓▓▓▓░░░░ 6/10
📈 Gainers: 16 (≥+4%)
📉 Losers: 12 (≤-4%)
🚀 Consumer Durables (4 stocks, +8.6%)
__Excellent Results, no specific news, IPO fund utilization, strong revenue growth__
🚀 Industrial Products (3 stocks, +10.2%)
__Excellent Results, strong quarterly revenue growth, strong quarterly profit growth__
🚀 Paper, Forest & Jute Products (1 stocks, +20.0%)
__Excellent Results__
🚀 Other Consumer Services (1 stocks, +20.0%)
__Excellent Results__
⚠️ Pharmaceuticals & Biotechnology (4 stocks, -8.9%)
__Earnings call, broad sector weakness, dividend record date, promoters reduced stake__
⚠️ Retailing (1 stocks, -14.4%)
__Weak Results__
⚠️ Banks (1 stocks, -16.5%)
__OK Results__
⚠️ Finance (1 stocks, -6.5%)
__OK Results__
📈 Earnings Reports
__Strong quarterly and annual results drove significant gains for several companies across various sectors.__
➡️ Sector Specific Momentum
__Aerospace & Defense showed strong momentum, while Pharma and IT sectors faced weakness.__
➡️ Market Sentiment/Technical Factors
__Increased trading volume, recent weak market debut, and broader market weakness influenced several stocks.__
📉 Corporate Actions
__Dividend record date and promoters reducing stakes led to drops in specific pharmaceutical companies.__
• Strong earnings reports were the primary driver for top gainers, particularly in Paper, E-Learning, Packaging, and Consumer Durables.
• The Pharmaceuticals & Biotechnology sector experienced significant weakness, with multiple companies declining due to various factors including weak results, broad sector trends, and corporate actions.
• Momentum plays a role, with 'Sector momentum' boosting DATAPATTNS and 'trading volume increase' for LOTUSDEV.
• Specific news items beyond earnings, such as IPO fund utilization (BLUESTONE) and strong revenue/profit growth, also contributed to gains.
• Some companies, like WAKEFIT, saw significant gains without immediately identifiable specific news, suggesting other market factors or delayed news impact.
🔮 __The Indian intraday market shows a mixed sentiment, with strong earnings lifting several sectors, particularly consumer-focused and industrial segments. However, the pharmaceutical sector appears to be under pressure, and some individual stocks are experiencing significant declines due to weak results or specific corporate developments. Investors should focus on companies with solid fundamentals and positive earnings outlooks, while exercising caution in sectors exhibiting broader weakness.__
__— Market Pulse__
22 Jul 05:30 📊 INTRADAY MARKET PULSE
__22 Jul 2026 • 11:00 AM__
🟡 Sentiment: Mixed
▓▓▓▓▓▓░░░░ 6/10
📈 Gainers: 15 (≥+4%)
📉 Losers: 11 (≤-4%)
🚀 Industrial Products (5 stocks, +11.1%)
__Excellent/Good Results, Strong Growth, Rights Issue Approval__
🚀 Consumer Durables (2 stocks, +10.4%)
__No deviation in IPO fund utilization, Strong annual revenue growth__
🚀 Capital Markets (1 stocks, +12.7%)
__Good Results__
⚠️ Pharmaceuticals & Biotechnology (5 stocks, -7.4%)
__Sector weakness, profit taking, promoters reducing stake__
📈 Earnings Performance
__Strong quarterly/annual results drove significant gains for several companies, especially in Industrial Products and Capital Markets.__
📉 Sector-Specific Weakness
__The Pharmaceuticals & Biotechnology sector experienced broad weakness, with multiple stocks falling due to sentiment and specific news.__
➡️ Corporate Actions & Updates
__IPO fund utilization clarity, EGM announcements, rights issue approvals, and dividend record dates influenced individual stock movements.__
• Earnings performance was a dominant factor, with strong results leading to significant upside and weak results causing sharp declines.
• The Pharmaceuticals & Biotechnology sector showed broad-based weakness, suggesting a negative sentiment pervading the industry.
• Industrial Products emerged as a strong performing sector, with several companies posting double-digit gains driven by positive financial updates.
• Newly listed/recent IPOs face volatility, as seen with AASTHA's weak debut and BLUESTONE's positive fund utilization report.
• Even with positive news (like strong revenue growth), some stocks fell significantly if overall sector sentiment was negative (e.g., Pharmaceuticals).
🔮 __The market demonstrates a mixed sentiment, heavily driven by individual company earnings and specific corporate actions. While certain sectors like Industrial Products show strength, broader weakness in Pharmaceuticals indicates selective investor confidence. The outlook remains cautious, with stock-specific news likely to continue dictating intraday movements.__
__— Market Pulse__
22 Jul 04:30 📊 INTRADAY MARKET PULSE
__22 Jul 2026 • 10:00 AM__
🟡 Sentiment: Mixed
▓▓▓▓▓▓░░░░ 6/10
📈 Gainers: 12 (≥+4%)
📉 Losers: 14 (≤-4%)
🚀 Industrial Products (5 stocks, +10.0%)
__Strong results, positive corporate actions (rights issue, EGM)__
🚀 Consumer Durables (2 stocks, +7.7%)
__Strong revenue growth, positive IPO fund utilization news__
⚠️ Pharmaceuticals & Biotechnology (5 stocks, -7.5%)
__Weak results, broad sector weakness, profit booking__
⚠️ Retailing (2 stocks, -10.8%)
__Weak results (especially pharmacy retail)__
⚠️ Auto Components (2 stocks, -6.1%)
__Weak results, corporate actions (share buyback) not offsetting.__
➡️ Earnings Impact
__Earnings announcements are the primary driver for significant intraday moves, with 'Excellent Results' fueling gains and 'Weak Results' leading to losses.__
📉 Sectoral Trends
__The pharmaceutical sector experienced broad weakness, with multiple stocks declining due to general sentiment and profit booking.__
➡️ Corporate Actions
__Specific corporate events like rights issue approvals, EGM announcements, and dividend record dates influenced individual stock movements.__
• A significant portion of both gainers and losers are directly attributed to their recent financial results, indicating results season impact.
• The Pharmaceuticals & Biotechnology sector is notably weak, with 5 out of 14 losers belonging to this industry, driven by broad weakness and profit booking.
• Industrial Products and Consumer Durables show resilience and positive momentum, largely due to strong earnings and strategic corporate news.
• Some stocks like INDIAMART saw a decline despite 'Excellent Results', suggesting other factors like profit booking or broader market sentiment for their specific sub-sector.
• Lack of specific news for some movers (e.g., WAKEFIT, ORIENTHOT) suggests market-driven movements or delayed news impact.
🔮 __The market exhibits a mixed sentiment, heavily influenced by individual company earnings. While strong performers are rewarded, sector-specific weakness, particularly in pharmaceuticals, is dragging down several stocks. Investors should closely monitor upcoming earnings and sector-specific news for further directional cues.__
__— Market Pulse__
22 Jul 03:38 📊 Pre-Open Gap Analysis
__22 Jul 2026__
📈 Gapping Up: 11 stocks
📉 Gapping Down: 10 stocks
Catalyst Breakdown:
📊 Earnings: 7
📢 Announcements: 2
Top Gap Ups:
📊 MPSLTD +14.9% - __Excellent Results__
📊 CRAMC +5.9% - __Good Results__
📊 TVSHLTD +5.4% - __Great Results__
📊 E2E +5.0% - __Excellent Results__
🤖 MTARTECH +5.0% - __Key customer concern__
Top Gap Downs:
📊 BANDHANBNK -10.0% - __OK Results__
📊 MEDPLUS -9.4% - __Weak Results__
🤖 ROLEXRINGS -6.5% - __Share buyback announ__
🤖 MARKSANS -5.9% - __Dividend record date__
🤖 SUMEETINDS -5.0% - __Rights issue opens__
🤖 AI Market Insights:
__This pre-open gap data reveals a broadly bullish sentiment, primarily driven by micro-cap and small-cap stocks.
Dominant themes and sectors include strong individual company performance, new orders/projects, and sector-specific growth (chemical, commercial services, logistics, infrastructure). Key catalysts beyond earnings include new orders (HECPROJECT), project approvals (SUMIT), capacity expansions (MANCREDIT, PRIVISCL), customer concerns (MTARTECH), and technical breakouts (KSHITIJPOL).
There are no large-cap movements noted, indicating that the enthusiasm is concentrated in smaller, more agile companies.
The overall market sentiment reflected in this data is bullish, with numerous...__
__Total: 21 stocks | Large-cap: 0__
22 Jul 03:38 📊 Pre-Open Gap Analysis - 22 Jul 2026
22 Jul 03:30 📊 Brokerage Radar — 22 Jul 2026
9 analyst actions today
2 ⬆️ Upgrades | 1 ⬇️ Downgrade
#BAJAJ_AUTO #BANDHANBNK #INDHOTEL #NYKAA #TVSMOTOR
earningspulse.ai/brokerage-actions
Third-party brokerage view — reported as published. Not our recommendation. Not investment advice.
22 Jul 02:41 ☀ Pre-Market Brief — Wed, Jul 22
🟢 US : SPY +0.89%
Asia (in session):
🟢 KOSPI +5.69%
🟢 Nikkei 225 +1.96%
🟢 CSI 300 +0.39%
🛑 Hang Seng -0.39%
🟢 TAIEX +1.96%
🛑 GIFT Nifty → gap -0.18% (gap down open)
💰 Flows:
🟢 FIIs +₹1,650 Cr on Jul 21
🛑 DIIs −₹657 Cr
YTD 2026: FIIs −₹3.05L Cr
21 Jul 14:00 💰 Smart Money Radar — 21 Jul 2026 • 24 Institutional Signals
21 Jul 14:00 📊 Brokerage Radar — 21 Jul 2026
31 analyst actions today (Evening Update)
15 ⬆️ Upgrades | 3 ⬇️ Downgrades | 5 🆕 Initiations
#AI_SECTOR #AUTO_SECTOR #BANKING_SECTOR #EICHERMOT #HDFCBANK #INDIA_MARKET #JINDALSTEL #JSL #LIFE_SECTOR #MANAPPURAM #MARUTI #MEMORY_SECTOR #M_M #NISMGMT #OBEROIRLTY #OEM_SECTOR #PAYTM #SBILIFE #SHYAMMETL #SONACOMS #SP500 #ULTRACEMCO
earningspulse.ai/brokerage-actions
Third-party brokerage view — reported as published. Not our recommendation. Not investment advice.
21 Jul 12:42 💹 FII/DII Pulse — 21 Jul 2026
🟢 FII: ₹+1,650 Cr
🔴 DII: ₹-657 Cr
🟢 Combined: ₹+993 Cr
📊 earningspulse.ai/fii
Source: NSE & BSE | Provisional
21 Jul 10:09 📊 Pre-Open Gap Analysis Close Read - 21 Jul 2026
21 Jul 10:09 📊 INTRADAY MARKET PULSE
__21 Jul 2026 • 03:38 PM__
🟢 Sentiment: Bullish
▓▓▓▓▓▓▓▓░░ 8/10
📈 Gainers: 151 (≥+4%)
📉 Losers: 53 (≤-4%)
🚀 Construction (2 stocks, +15.8%)
__Sector tailwind, strong government push for infrastructure projects.__
🚀 Industrial Products (6 stocks, +10.1%)
__New orders, positive sector sentiment, and upcoming corporate actions.__
🚀 Consumer Durables (3 stocks, +15.8%)
__Technical breakouts and specific company developments.__
🚀 Textiles & Apparels (2 stocks, +14.8%)
__Positive sectoral growth outlook.__
🚀 Finance (2 stocks, +9.3%)
__Strong lending growth and good financial results.__
⚠️ Aerospace & Defense (1 stocks, -20.0%)
__Auditor concerns leading to sharp decline.__
⚠️ Industrial Products (6 stocks, -6.3%)
__Investor sentiment drop, profit-taking, and technical downgrades.__
⚠️ Textiles & Apparels (3 stocks, -5.2%)
__Sector weakness, demand fears, and profit booking.__
⚠️ Consumer Durables (3 stocks, -7.3%)
__Profit-taking after recent rallies and poor financial performance.__
📈 Corporate Actions & Results
__Good results, new orders, fundraising meetings, and dividend announcements are driving gains.__
📈 Sectoral Tailwinds & Government Initiatives
__Infrastructure push, positive sector outlooks, and government MOUs are boosting several sectors.__
📉 Profit Booking & Volatility
__Many losers are experiencing profit-taking after recent rallies or high volatility.__
➡️ Financial Health & Technicals
__Weak results and auditor concerns are causing declines, while technical breakouts are fueling gains.__
• The market is heavily driven by company-specific news, particularly strong financial results and significant new orders.
• Infrastructure and related sectors (Construction, Industrial Products) are showing notable strength due to government focus and project announcements.
• Despite overall positive sentiment, several stocks are experiencing sharp declines due to profit booking, weak results, or specific negative corporate events like auditor concerns.
• The Consumer Durables sector is bifurcated, with some stocks showing strong gains from technical breakouts while others are down due to profit-taking or poor financials.
• Smaller, less liquid stocks often exhibit higher volatility, as seen in the extreme swings for some gainers and losers.
🔮 __The Indian intraday market shows a bullish undertone, with strong performance driven by positive corporate announcements and a favorable sectoral environment, particularly in construction and industrial manufacturing. However, investors are quick to book profits or react negatively to weak results and concerning corporate news. The overall sentiment remains positive but with an eye on individual stock-specific developments and potential for volatility.__
__— Market Pulse__
21 Jul 10:09 📉 Intraday Losers - 03:38 PM
21 Jul 10:08 📈 Intraday Gainers - 03:38 PM
21 Jul 08:30 📊 INTRADAY MARKET PULSE
__21 Jul 2026 • 02:00 PM__
🟢 Sentiment: Bullish
▓▓▓▓▓▓▓▓░░ 8/10
📈 Gainers: 25 (≥+4%)
📉 Losers: 2 (≤-4%)
🚀 Chemicals & Petrochemicals (5 stocks, +8.3%)
__Bullish sector momentum, focus on high-value/specialty chemicals__
🚀 Industrial Products (3 stocks, +9.9%)
__Specific orders, dividend dates, and infrastructure push__
🚀 Finance (2 stocks, +9.1%)
__Strong MSME lending growth and general sector interest__
🚀 Textiles & Apparels (2 stocks, +12.3%)
__Sectoral growth outlook, China+1 sourcing__
⚠️ Pharmaceuticals & Biotechnology (1 stocks, -10.0%)
__High stock price volatility__
⚠️ Industrial Products (1 stocks, -6.6%)
__Investor sentiment drop for specific stock__
📈 Positive Earnings/Outlook
__Strong Q1 results, good general results, and positive business updates drove significant gains.__
📈 Infrastructure & Industrial Growth
__Government push for infrastructure, specific orders, and sector momentum benefited related companies.__
📈 Sectoral Tailwinds
__Specific growth outlooks in textiles, auto exports, and NBFC interest led to broad sector gains.__
• A significant number of gainers are driven by company-specific positive news such as good results, new orders, or upcoming corporate actions.
• The Chemicals & Petrochemicals sector shows robust performance, particularly in Specialty Chemicals, indicating investor confidence in this niche.
• Negative movers are limited to two stocks, with one experiencing high volatility and the other a general drop in sentiment, suggesting isolated issues rather than a systemic downturn.
• Infrastructure and industrial growth themes are clearly contributing to positive movements in related construction and manufacturing stocks.
• Interestingly, 'Weak Results' are cited as a reason for gains in some instances (BLUESTONE, VIMTALABS, ACE), which could indicate short covering, bottom fishing, or other complex market dynamics.
🔮 __The market demonstrates a strong bullish sentiment, driven by positive corporate earnings, strategic business wins, and favorable sectoral tailwinds in chemicals, textiles, and infrastructure. While a few stocks are experiencing volatility, the overall momentum is firmly positive, indicating a healthy appetite for growth-oriented stocks.__
__— Market Pulse__
21 Jul 06:30 📊 INTRADAY MARKET PULSE
__21 Jul 2026 • 12:00 PM__
🟢 Sentiment: Bullish
▓▓▓▓▓▓▓▓░░ 8/10
📈 Gainers: 25 (≥+4%)
📉 Losers: 1 (≤-4%)
🚀 Realty (4 stocks, +8.9%)
__Residential and commercial project demand, AI data center boom__
🚀 Finance (NBFC) (2 stocks, +9.8%)
__MSME lending growth, general sector interest__
🚀 Industrial Products (Castings & Forgings) (2 stocks, +10.25%)
__Upcoming corporate events (dividend, EGM)__
🚀 Consumer Durables (3 stocks, +9.0%)
__Retail business growth, market momentum__
⚠️ Pharmaceuticals & Biotechnology (1 stocks, -10.0%)
__High stock price volatility__
📈 Corporate Actions & Events
__Dividend record dates, upcoming EGMs, investor calls, and trading resumptions are driving significant gains.__
📈 Sectoral Growth & Government Push
__Infrastructure push, MSME lending, auto sector export growth, and MOU with government boosting specific stocks.__
📈 Technical Breakouts & Strong Outlook
__Positive technical breakouts and strong outlooks are propelling some stocks to new highs.__
• A significant number of gainers are driven by specific corporate events such as dividend record dates, EGMs, and investor calls, indicating event-driven trading.
• The Realty sector is experiencing a strong positive momentum, with mentions of AI data centers and general project updates as key drivers.
• While most movements are positive, a few stocks, including some with 'Weak Results' (BLUESTONE, SMLMAH, ACE), paradoxically appear on the gainers list, suggesting market anomalies or nuanced interpretations of results.
• The sole loser, PANACEABIO, highlights the risk of high volatility in the pharmaceutical sector.
🔮 __The intraday market exhibits a strong bullish sentiment, primarily fueled by corporate events, positive sectoral growth, and robust financial updates. Investors are actively reacting to specific company news and broader economic trends, particularly in realty and finance. While the overall outlook is positive, caution is advised for highly volatile stocks.__
__— Market Pulse__
21 Jul 05:30 📊 INTRADAY MARKET PULSE
__21 Jul 2026 • 11:00 AM__
🟢 Sentiment: Bullish
▓▓▓▓▓▓▓▓░░ 8/10
📈 Gainers: 25 (≥+4%)
📉 Losers: 2 (≤-4%)
🚀 Realty (3 stocks, +9.1%)
__Monthly Business Update, Strong technical momentum, AI data centers realty boom__
🚀 Finance (2 stocks, +9.0%)
__Strong MSME lending growth, General NBFC sector interest__
🚀 Industrial Products (2 stocks, +10.4%)
__Dividend record date, Upcoming EGM__
🚀 Construction (2 stocks, +8.3%)
__Infrastructure sector push, OK Results__
🚀 Banks (2 stocks, +8.1%)
__Good Results, Strong Q1 business update__
🚀 Fertilizers & Agrochemicals (2 stocks, +5.9%)
__Monsoon revival hopes, General market momentum__
🚀 Chemicals & Petrochemicals (2 stocks, +5.4%)
__Focus on high-value chemicals, Strong Q1 FY27 results; capacity expansion__
⚠️ Pharmaceuticals & Biotechnology (1 stocks, -9.9%)
__High stock price volatility__
⚠️ Chemicals & Petrochemicals (1 stocks, -5.6%)
__Ex-dividend date today__
📈 Positive Earnings/Business Updates
__Several companies reported strong results or positive business updates, driving significant stock gains across various sectors.__
📈 Infrastructure & Realty Growth
__Government push for infrastructure, strong real estate momentum, and emerging trends like AI data centers are boosting related stocks.__
📈 Financial Sector Momentum
__Both public and private banks, along with NBFCs, showed strong performance driven by good results and lending growth.__
➡️ Dividend & Corporate Actions
__Dividend record dates and upcoming EGMs influenced some stock movements, both positively and negatively.__
• The market exhibits a broad-based bullish sentiment with 25 gainers significantly outweighing 2 losers.
• Positive corporate news, including strong results, business updates, and dividend announcements, is a primary driver for many gainers.
• Infrastructure, realty, and financial sectors show particular strength, reflecting underlying economic growth and investment.
• Specific events like investor conference calls and memorandums of understanding (MoUs) are also contributing to stock movements.
• Volatility remains a factor, as seen with Panaceabio's decline, despite overall positive market conditions.
🔮 __The Indian market demonstrates a strong bullish sentiment, driven by positive corporate earnings, infrastructure development, and a favorable financial sector. While specific stock volatility exists, the overall momentum suggests continued upward movement, especially in sectors benefiting from economic growth and corporate expansion plans.__
__— Market Pulse__
21 Jul 04:30 📊 INTRADAY MARKET PULSE
__21 Jul 2026 • 10:00 AM__
🟢 Sentiment: Bullish
▓▓▓▓▓▓▓▓░░ 8/10
📈 Gainers: 22 (≥+4%)
📉 Losers: 5 (≤-4%)
🚀 Industrial Products (4 stocks, +9.8%)
__Mixed reasons including dividend, upcoming EGM, and general industrial demand.__
🚀 Construction (2 stocks, +9.1%)
__Infrastructure push and general results.__
🚀 Chemicals & Petrochemicals (2 stocks, +5.9%)
__Focus on high-value chemicals and strong results/capacity expansion.__
🚀 Finance (2 stocks, +6.0%)
__Strong MSME lending growth and general NBFC sector interest.__
⚠️ Consumer Discretionary (1 stocks, -6.0%)
__Weak Results__
⚠️ Chemicals & Petrochemicals (1 stocks, -5.8%)
__Ex-dividend date today__
⚠️ Realty (1 stocks, -5.0%)
__Sustained selling pressure__
➡️ Results-Driven Volatility
__Company results (good or weak) are a primary driver for significant intraday price movements.__
📈 Sectoral Tailwinds
__Infrastructure push, strong MSME lending, and high-value chemicals are boosting specific sectors.__
➡️ Corporate Actions
__Dividends and EGM announcements are causing both gains and losses for individual stocks.__
• The number of gainers significantly outweighs the losers (22 vs 5), indicating a positive overall market mood.
• Positive corporate announcements like strong results, capacity expansion plans, and new orders are key drivers for gains.
• Weak results and ex-dividend dates are the primary reasons for stock declines.
• The industrial products and construction sectors show notable strength, supported by specific company news and broader infrastructure trends.
🔮 __The market demonstrates a bullish sentiment with a broad range of stocks experiencing significant gains, largely propelled by positive company-specific news and sectoral tailwinds. While some stocks faced declines due to weak results or ex-dividend dates, the overall activity points towards investor confidence and active participation in response to corporate developments.__
__— Market Pulse__
21 Jul 03:38 📊 Pre-Open Gap Analysis
__21 Jul 2026__
📈 Gapping Up: 10 stocks
📉 Gapping Down: 14 stocks
Catalyst Breakdown:
📊 Earnings: 11
Top Gap Ups:
📊 JPPOWER +6.6% - __Good Results__
🤖 TARSONS +6.2% - __Positive technical b__
📊 SOBHA +5.8% - __Weak Results__
📊 RAJOOENG +4.6% - __Great Results__
🤖 MMWL +4.2% - __Promoter shareholdin__
Top Gap Downs:
🤖 POCL -59.3% - __Ex-date for split__
🤖 C2C -20.0% - __Auditor raises conce__
🤖 INDOBORAX -8.9% - __Ex-dividend date tod__
📊 TARIL -6.4% - __OK Results__
🤖 MTARTECH -5.0% - __Mutual funds selling__
🤖 AI Market Insights:
__The pre-open gap data reveals a mixed but predominantly positive sentiment, primarily driven by non-earnings catalysts.
Dominant Themes/Sectors: Infrastructure, Healthcare, and Specialty Chemicals appear to be gaining traction, indicated by positive gaps in SUPREMEINF, INVICTA, and HECPROJECT. There's also notable activity in the manufacturing and industrial machinery space (KCPSUGIND, RAJOOENG).
Common Catalysts (other than earnings): Significant order wins (KCPSUGIND), sector tailwinds (HECPROJECT, SUPREMEINF, INVICTA, RPGLIFE), promoter shareholding increases (MMWL), technical breakouts (TARSONS), and acquisitions (TREJHARA) are strong positive drivers. On the negative side, ex-dates...__
__Total: 24 stocks | Large-cap: 0__
21 Jul 03:38 📊 Pre-Open Gap Analysis - 21 Jul 2026
21 Jul 03:30 📊 Brokerage Radar — 21 Jul 2026
11 analyst actions today
5 ⬆️ Upgrades | 2 ⬇️ Downgrades | 1 🆕 Initiation
#BANKING_SECTOR #MANAPPURAM #OBEROIRLTY #PAYTM #SBILIFE #SHYAMMETL #SONACOMS #SP500 #ULTRACEMCO
earningspulse.ai/brokerage-actions
Third-party brokerage view — reported as published. Not our recommendation. Not investment advice.
21 Jul 03:00 📊 Brokerage Radar — 21 Jul 2026
10 analyst actions today
4 ⬆️ Upgrades | 2 ⬇️ Downgrades | 1 🆕 Initiation
#BANKING_SECTOR #MANAPPURAM #OBEROIRLTY #PAYTM #SHYAMMETL #SONACOMS #SP500 #ULTRACEMCO
earningspulse.ai/brokerage-actions
Third-party brokerage view — reported as published. Not our recommendation. Not investment advice.
20 Jul 14:00 💰 Smart Money Radar — 20 Jul 2026 • 18 Institutional Signals
20 Jul 14:00 📊 Brokerage Radar — 20 Jul 2026
30 analyst actions today (Evening Update)
10 ⬆️ Upgrades | 7 ⬇️ Downgrades | 7 🆕 Initiations
#AUTOMOBILES_SECTOR #AUTO_SECTOR #BANKINDIA #BANKING_SECTOR #BHARATFORG #CRAFTSMAN #DIVERSIFIED_SECTOR #DMART #DRREDDY #HAVELLS #HDFCBANK #ICICIBANK #INDIA_MARKET #IT_SECTOR #JSWSTEEL #KOTAKBANK #METALS_SECTOR #MOTHERSON #NEW_SECTOR #PHARMA_SECTOR #RELIANCE #SANSERA #SEMICONDUCTOR_SECTOR #TATATECH
earningspulse.ai/brokerage-actions
Third-party brokerage view — reported as published. Not our recommendation. Not investment advice.
20 Jul 12:29 💹 FII/DII Pulse — 20 Jul 2026
🔴 FII: ₹-1,121 Cr
🟢 DII: ₹+1,312 Cr
🟢 Combined: ₹+191 Cr
📅 6 consecutive days of FII selling
📅 9 consecutive days of DII buying
📊 earningspulse.ai/fii
Source: NSE & BSE | Provisional
20 Jul 10:08 📊 Pre-Open Gap Analysis Close Read - 20 Jul 2026
20 Jul 10:05 📊 INTRADAY MARKET PULSE
__20 Jul 2026 • 03:35 PM__
🟢 Sentiment: Bullish
▓▓▓▓▓▓▓▓░░ 8/10
📈 Gainers: 25 (≥+4%)
📉 Losers: 3 (≤-4%)
🚀 Chemicals & Petrochemicals (4 stocks, +14.3%)
__Strong results and positive sector outlook.__
🚀 Industrial Products (3 stocks, +15.3%)
__Good results, capacity expansion, and new orders.__
🚀 Auto Components (3 stocks, +7.17%)
__Strong sector growth and upcoming earnings calls.__
🚀 Leisure Services (2 stocks, +8.75%)
__New appointments and positive sector outlook with asset monetization buzz.__
🚀 Petroleum Products (2 stocks, +9.1%)
__Upcoming earnings call and dividend announcement.__
⚠️ Consumer Durables (1 stocks, -12.6%)
__Spurt in Volume, implying potential sell-off.__
⚠️ Auto Components (1 stocks, -10.4%)
__Compliance with insider trading regulations, potentially leading to uncertainty.__
⚠️ Consumer Discretionary (1 stocks, -7.4%)
__Rumours and clarification, indicating market uncertainty.__
📈 Strong Earnings/Results
__Numerous companies reported good to great results, driving significant stock gains across various sectors.__
📈 Sectoral Tailwinds
__Positive outlooks and growth in sectors like auto components, chemicals, and realty are boosting investor confidence.__
📈 Corporate Actions/News
__New director appointments, capacity expansions, new orders, and product approvals are acting as catalysts for individual stocks.__
📉 Rumours and Clarifications
__Unauthorized rumors and subsequent clarifications led to significant drops for some stocks, highlighting market sensitivity.__
• A significant majority of intraday movers are gainers, indicating a bullish overall market sentiment.
• The Chemicals & Petrochemicals and Industrial Products sectors are particularly strong, driven by positive earnings and operational news.
• While the Auto Components sector shows overall strength, one stock (GNA) experienced a significant drop, suggesting stock-specific factors at play.
• News related to financial performance (results, earnings calls, dividends) is a dominant driver for stock movements.
• Market sensitivity to rumors and regulatory compliance is evident in the top losers.
🔮 __The Indian market exhibits a strong bullish sentiment, primarily fueled by positive corporate earnings and strong sectoral growth. Investors are responding well to strategic corporate actions like capacity expansion and new product approvals. However, caution is advised as market sentiment can be volatile, especially in response to unverified information and compliance-related news.__
__— Market Pulse__
20 Jul 08:30 📊 INTRADAY MARKET PULSE
__20 Jul 2026 • 02:00 PM__
🟢 Sentiment: Bullish
▓▓▓▓▓▓▓▓░░ 8/10
📈 Gainers: 25 (≥+4%)
📉 Losers: 3 (≤-4%)
🚀 Chemicals & Petrochemicals (3 stocks, +13.0%)
__Strong results and positive commodity outlook.__
🚀 Industrial Products (3 stocks, +8.9%)
__Good results, capacity expansion, and new order wins.__
🚀 Pharmaceuticals & Biotechnology (2 stocks, +9.7%)
__Excellent results and new product launches.__
🚀 Finance (2 stocks, +8.2%)
__Positive sector outlook and strategic subsidiary incorporation.__
🚀 Leisure Services (2 stocks, +7.7%)
__New director appointments and positive sector outlook.__
⚠️ Auto Components (1 stocks, -8.1%)
__Insider trading regulations compliance leading to a dip, though other auto component stocks gained.__
⚠️ Consumer Discretionary (1 stocks, -7.1%)
__Company clarification regarding unauthorized rumors.__
⚠️ Personal Products (1 stocks, -4.6%)
__Profit-taking after a significant rally.__
📈 Strong Earnings Performance
__A significant number of gainers reported excellent, good, or great quarterly results, driving stock prices up across various sectors.__
📈 Sector-Specific Growth & Outlook
__Positive outlooks in chemicals, finance, pharma, and leisure services are contributing to gains, alongside specific company news.__
📈 Strategic Corporate Actions
__New director appointments, capacity expansions, order wins, and subsidiary incorporations are boosting individual stock performance.__
📈 Technical Rebounds & Dividend News
__Some stocks are seeing gains due to technical signals or recent dividend announcements, attracting investor interest.__
• Results-driven rallies are the primary catalyst for the majority of top gainers, indicating a focus on fundamental performance.
• The Chemicals & Petrochemicals and Industrial Products sectors are showing particular strength, with multiple companies benefiting from positive news.
• While Auto Components saw a notable loser (GNA), other stocks in the same sector (KROSS, GABRIEL) posted significant gains, suggesting stock-specific drivers rather than a broad sector downturn.
• A mix of macro themes (sector outlook, commodity prices) and micro news (company-specific expansions, orders, awards) are fueling gains.
• Negative movers are largely due to company-specific issues like profit-taking after rallies or clarification of rumors, rather than systemic sector weaknesses.
🔮 __The market demonstrates a strong bullish sentiment, primarily driven by robust corporate earnings and positive sector-specific developments. Investors are rewarding companies with strong financial performance and strategic growth initiatives. While some profit-taking and rumor clarification led to minor dips, the overall trend suggests continued positive momentum for companies with solid fundamentals and clear growth trajectories.__
__— Market Pulse__
20 Jul 06:30 📊 INTRADAY MARKET PULSE
__20 Jul 2026 • 12:00 PM__
🟢 Sentiment: Bullish
▓▓▓▓▓▓▓▓░░ 8/10
📈 Gainers: 22 (≥+4%)
📉 Losers: 6 (≤-4%)
🚀 Chemicals & Petrochemicals (3 stocks, +13.4%)
__Strong results, positive commodity outlook.__
🚀 Pharmaceuticals & Biotechnology (2 stocks, +8.1%)
__Excellent results, new product launches, strong market growth.__
🚀 Finance (NBFC) (2 stocks, +7.7%)
__Positive sector outlook, new subsidiary incorporation.__
🚀 Industrial Products (2 stocks, +5.9%)
__New order wins, strong capex cycle, expanded capacity.__
🚀 Auto Components (2 stocks, +8.0%)
__Earnings call announcements, general sector interest.__
⚠️ Auto Components (1 stocks, -5.2%)
__Regulatory compliance news, possibly profit-taking.__
⚠️ Consumer Discretionary (1 stocks, -6.7%)
__Company clarification of unauthorized rumors.__
📈 Earnings Season Impact
__Numerous stocks rallied significantly due to strong or excellent quarterly results.__
📈 Sectoral Tailwinds
__Chemicals, Pharma, and Finance sectors showing strength driven by positive outlooks and specific news.__
📈 New Developments/Expansion
__New product launches, subsidiary formations, and capacity expansions driving gains.__
📉 Profit Booking/Correction
__Some stocks, especially those with previous rallies, experiencing profit-taking or sector pressure.__
• A significant majority of movers are gainers (22 vs 6), indicating a strong positive intraday momentum.
• Chemicals & Petrochemicals, Pharmaceuticals, and Finance (NBFC) are particularly strong sectors, largely driven by earnings and strategic announcements.
• Individual company-specific news, especially strong results, new orders, and expansion plans, are the primary drivers for significant gains.
• Some losers are experiencing profit-taking after previous rallies or sector-wide pressures, while one faced clarification regarding rumors.
• The impact of upcoming earnings calls, even before the results, seems to generate positive anticipation in several stocks.
🔮 __The market demonstrates a distinctly bullish sentiment, propelled by robust quarterly earnings and positive company-specific developments. While some profit-booking is observed, the overall momentum is strong, suggesting continued interest in companies reporting good performance and strategic growth. Investors should monitor upcoming earnings calls for further directional cues.__
__— Market Pulse__
20 Jul 05:30 📊 INTRADAY MARKET PULSE
__20 Jul 2026 • 11:00 AM__
🟢 Sentiment: Bullish
▓▓▓▓▓▓▓▓░░ 8/10
📈 Gainers: 25 (≥+4%)
📉 Losers: 2 (≤-4%)
🚀 Chemicals & Petrochemicals (4 stocks, +11.8%)
__Strong results, positive commodity outlook.__
🚀 Auto Components (3 stocks, +9.0%)
__Strong auto sector growth, upcoming earnings calls.__
🚀 Finance (2 stocks, +8.1%)
__Positive sector outlook, new subsidiary incorporation.__
🚀 Pharmaceuticals & Biotechnology (2 stocks, +9.3%)
__Excellent results, new product launches.__
⚠️ Consumer Discretionary (1 stocks, -8.1%)
__Clarification of unauthorized rumors.__
⚠️ Personal Products (1 stocks, -4.5%)
__Profit-taking after a significant rally.__
📈 Strong Earnings & Results
__Companies reporting excellent, great, or good results are seeing significant upward movement.__
📈 Sectoral Tailwinds (Auto, Pharma, Chemicals)
__Specific sectors like auto, pharma, and chemicals are experiencing broad-based positive momentum.__
📈 Corporate Actions & Expansion
__Dividend announcements, new subsidiaries, strategic acquisitions, and order wins are driving gains.__
📈 Upcoming Earnings Calls
__Several companies are seeing anticipation-driven gains ahead of their Q1/Q4 earnings call discussions.__
• A significant majority of gainers are driven by company-specific positive news like strong earnings or strategic corporate actions.
• The Chemicals & Petrochemicals and Auto Components sectors show particularly strong performance with multiple stocks among the top gainers.
• Only two stocks are in the loser category, with one due to clarification of rumors and the other due to profit-taking, indicating broad positive sentiment.
• Upcoming earnings calls are acting as positive catalysts for several stocks, suggesting investor anticipation of good results.
🔮 __The market demonstrates a strong bullish sentiment, primarily fueled by robust corporate earnings, positive sectoral trends in chemicals, auto components, and finance, and strategic business expansions. While there are a couple of specific decliners, the overwhelming positive breadth suggests continued investor confidence in the Indian market, especially in companies with strong fundamentals and growth prospects.__
__— Market Pulse__
20 Jul 04:30 📊 INTRADAY MARKET PULSE
__20 Jul 2026 • 10:00 AM__
🟢 Sentiment: Bullish
▓▓▓▓▓▓▓▓░░ 8/10
📈 Gainers: 23 (≥+4%)
📉 Losers: 5 (≤-4%)
🚀 Chemicals & Petrochemicals (3 stocks, +15.4%)
__Strong financial results__
🚀 Pharmaceuticals & Biotechnology (2 stocks, +9.2%)
__Excellent/strong results__
🚀 Financial Services/Finance (3 stocks, +6.3%)
__Earnings call, positive sector outlook, subsidiary expansion__
⚠️ IT - Services (2 stocks, -6.0%)
__Profit booking fears post results__
⚠️ Entertainment (1 stocks, -5.0%)
__No recent news__
📈 Strong Earnings & Financial Performance
__Companies reporting excellent, great, good, or strong results are seeing significant gains.__
📈 Corporate Actions & Strategic Growth
__New contracts, director appointments, acquisitions, and new subsidiaries are driving stock prices up.__
📉 Profit Booking Post-Performance
__Some stocks are experiencing pullbacks due to profit booking after recent positive movements or results.__
• A significant majority of gainers are driven by strong financial results (Q1/Q4 FY26/FY27) or positive corporate developments like new orders, contracts, and strategic acquisitions.
• The Chemicals & Petrochemicals sector, particularly Specialty Chemicals, shows strong performance, likely indicating robust demand or improved margins in the segment.
• Profit booking, even after positive results, is a clear driver for some of the day's biggest losers, suggesting a cautious approach by some investors.
• Lack of specific news or clarity regarding rumored events can lead to negative sentiment, as seen with AASTHA and AQYLON.
🔮 __The market appears to be in a generally bullish trend, with strong corporate earnings and strategic expansions acting as primary catalysts. Investors are rewarding companies demonstrating robust financial performance and growth initiatives. However, profit booking after recent gains indicates a degree of caution, and companies without clear positive news may face headwinds.__
__— Market Pulse__
20 Jul 03:38 📊 Pre-Open Gap Analysis
__20 Jul 2026__
📈 Gapping Up: 11 stocks
📉 Gapping Down: 11 stocks
Catalyst Breakdown:
📊 Earnings: 3
📢 Announcements: 7
Top Gap Ups:
📊 TATVA +6.5% - __Great Results__
📢 RESPONIND +6.3% - __Spurt in Volume__
📢 MENONBE +5.0% - __Q1 FY27 call recordi__
🤖 MMWL +4.9% - __No Recent News__
🤖 GKENERGY +4.9% - __New Solar Order__
Top Gap Downs:
🤖 C2C -20.0% - __Train company nation__
🤖 MTARTECH -5.0% - __Client project suspe__
📢 RELINFRA -5.0% - __CBI search, no biz i__
🤖 AQYLON -5.0% - __No recent news__
🤖 UFBL -5.0% - __Sectoral demand weak__
🤖 AI Market Insights:
__The pre-open gap data reveals a predominantly positive sentiment, with 28 out of 30 stocks gapping up. A key theme driving these positive gaps is significant corporate announcements, including new orders (GKENERGY, WABAG), strategic business developments like new subsidiaries (TTL, EBGNG), and various board meeting related news (TEAMTECH, UTKAL, TTML). Interestingly, several stocks are gapping up without any recent news, suggesting potential technical buying or speculative interest. The only large-cap stock listed, PNB, is also gapping up positively, contributing to the overall bullish outlook. The presence of two negative gaps, particularly C2C's significant drop due to nationalization n...__
__Total: 22 stocks | Large-cap: 2__
20 Jul 03:38 📊 Pre-Open Gap Analysis - 20 Jul 2026
20 Jul 03:30 📊 Brokerage Radar — 20 Jul 2026
9 analyst actions today
2 ⬆️ Upgrades | 2 ⬇️ Downgrades | 4 🆕 Initiations
#BHARATFORG #CRAFTSMAN #HAVELLS #HDFCBANK #JSWSTEEL #MOTHERSON #SANSERA #SEMICONDUCTOR_SECTOR
earningspulse.ai/brokerage-actions
Third-party brokerage view — reported as published. Not our recommendation. Not investment advice.
20 Jul 03:00 📊 Brokerage Radar — 20 Jul 2026
8 analyst actions today
1 ⬆️ Upgrade | 2 ⬇️ Downgrades | 4 🆕 Initiations
#BHARATFORG #CRAFTSMAN #HAVELLS #HDFCBANK #JSWSTEEL #MOTHERSON #SANSERA #SEMICONDUCTOR_SECTOR
earningspulse.ai/brokerage-actions
Third-party brokerage view — reported as published. Not our recommendation. Not investment advice.
↑ top
Street Pulse
26 Jul 06:47 ⭐ Zen Technologies launches high-altitude, man-portable anti-drone system. #ZENTEC - 23 seconds ago
AI-curated filing alert · Not investment advice
26 Jul 04:48 Whirlpool of India appoints new Head-Financial Planning and Analysis. #WHIRLPOOL - 59 seconds ago
AI-curated filing alert · Not investment advice
26 Jul 04:44 Independent Director's term concluded at GE Vernova T&D India. #GVT_D - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 12:00 ⭐ IDFC FIRST Bank approved ₹20,000 Cr fundraise, director changes. #IDFCFIRSTB - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 11:40 NCLT orders notices for Laurus Labs' demerger and amalgamation. #LAURUSLABS - 32 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 11:20 ⭐ Globus Spirits Q1 FY27: strong revenue, PAT growth, consumer traction. #GLOBUSSPR - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 11:14 Sarda Metals approves ₹300 crore capex for green expansion. #SARDAEN - 22 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 10:55 ⭐ Atlanta Electricals: Strong Q1, record order inflow, positive outlook. #ATLANTAELE - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 10:47 🏆 EFC (I) Q1 FY27 Earnings Call, July 30, 2026 #EFCIL - 58 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 10:36 🏆 IDFC FIRST Bank posts record PAT, strong loan and deposit growth. #IDFCFIRSTB - 28 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 10:28 ⭐ IDFC FIRST Bank Q1FY27 net profit up. #IDFCFIRSTB - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 10:22 ⭐ SBFC Finance reports strong Q1 FY27 PAT, AUM growth, healthy credit. #SBFC - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 10:15 ⭐ Court quashes adverse order for IVP; remands for fresh adjudication. #IVP - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 10:03 ⭐ Strong Q1 FY27 for Shakti Pumps with solid solar installations. #SHAKTIPUMP - 2 minutes ago
AI-curated filing alert · Not investment advice
25 Jul 10:02 SBFC Finance reports Q1 2026 results and security cover. #SBFC - 59 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 10:02 Eicher Motors announces 44th AGM; online report access. #EICHERMOT - 23 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 09:53 ⭐ Seshasayee Paper sees strong Q1 growth, profitability up. #SESHAPAPER - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 09:53 ⭐ SWELECT acquires solar energy firm, boosting renewable footprint. #SWELECTES - 32 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 09:44 ⭐ Narmada Agrobase announces 1:2 stock split for increased liquidity. #NARMADA - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 09:37 Revenue up, profit down, cement sales up in Q1. #BIRLACORPN - 24 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 09:33 Atul Ltd discloses Q1 FY27 unaudited financial results via newspaper. #ATUL - 58 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 09:28 🏆 Institutional investor meet with MAIQ Capital on July 28, 2026. #ACE - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 09:24 Orchid Pharma director to meet investors in Singapore roadshow. #ORCHPHARMA - 43 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 09:18 SJS Enterprises allots 21,500 shares via ESOP, increasing capital. #SJS - 45 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 09:14 Everest Industries receives GST show cause notice, plans to contest. #EVERESTIND - 51 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 09:13 ⭐ Prudent's Q1 FY27 PAT up 44.4% YoY on strong business. #PRUDENT - 40 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 09:08 ⭐ Strong Q1 FY2027: AUM, sales, premiums, revenue, PAT up. #PRUDENT - 2 minutes ago
AI-curated filing alert · Not investment advice
25 Jul 09:06 Board meeting to consider Q1 results and interim dividend. #BALKRISIND - 56 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 09:03 🏆 Best Agrolife to host Q1 FY27 earnings call July 31. #BESTAGRO - 57 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 08:54 ⭐ Company restructures equity as per NCLT Resolution Plan. #SABEVENTS - 58 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 08:51 Trident Q1FY27 Investor Presentation: Revenue up, Net Profit up. #TRIDENT - 2 minutes ago
AI-curated filing alert · Not investment advice
25 Jul 08:48 BPCL commercial paper ratings reaffirmed A1+ by CARE Ratings. #BPCL - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 08:44 🏆 GPT Healthcare Q1 FY27 earnings call on August 4, 2026. #GPTHEALTH - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 08:43 🏆 GPT Infraprojects Q1 FY27 earnings call: August 3, 2026 #GPTINFRA - 59 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 08:41 Som Distilleries appoints Jitendra Parihar as Company Secretary. #SDBL - 44 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 08:39 New Director appointed to Seshasayee Paper and Boards Limited. #SESHAPAPER - 44 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 08:32 ⭐ Prudent Corporate Advisory Services Reports Strong Q1 FY27 Results. #PRUDENT - 38 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 08:31 Q1 FY27 results out, new Director appointed. Profit growth. #SESHAPAPER - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 08:26 ⭐ Birla Corporation posts robust Q1 profit. #BIRLACORPN - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 08:18 ⭐ TARIL Q1 FY27 revenue up 10%, order book strong. #TARIL - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 08:13 ⭐ AU SFB Q1'FY27: Strong deposits, loans, and PAT growth. #AUBANK - 2 minutes ago
AI-curated filing alert · Not investment advice
25 Jul 08:02 ⭐ AU Bank: Strong Q1'FY27 profit, NII, deposit, and loan growth. #AUBANK - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 07:57 Niraj Ispat appoints Vipin Kumar & Company as Internal Auditor. #NIRAJISPAT - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 07:57 ⭐ Exxaro Tiles Q1 FY27 results, AGM, UAE investment approved. #EXXARO - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 07:50 Niraj Ispat Board Meeting: Internal Auditor appointed, AGM scheduled. #NIRAJISPAT - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 07:48 FCS Board approves annual report, calls AGM, closes transfer books. #FCSSOFT - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 07:46 ⭐ ONGC begins deepwater drilling in Mahanadi Basin for energy security. #ONGC - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 07:45 RVNL addresses fines for Board composition non-compliance with regulators. #RVNL - 42 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 07:40 FCS Software approves Q1FY27 unaudited financial results. #FCSSOFT - 44 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 07:38 AU Small Finance Bank: Q1FY27 results, new Deputy CEO. #AUBANK - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 07:31 🏆 Gallantt Ispat Q1 FY2027 Earnings Call on July 28. #GALLANTT - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 07:30 ⭐ Strong Q1FY27 results, land conversion for multi-use development. #SURANASOL - 54 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 07:25 3P Land Holdings reports Q1 2026 unaudited financial results. #3PLAND - 55 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 07:23 Mahindra Lifespace receives IND A1+ and IND AA/Stable credit ratings. #MAHLIFE - 52 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 07:19 RVNL approves subsidiary closure, auditor extension, and new cost auditor. #RVNL - 28 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 06:48 Promoters reclassified to public category by Hester Biosciences Limited. #HESTERBIO - 29 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 06:31 ⭐ Davangere Sugar invests $84.95M in UK subsidiary for global expansion. #DAVANGERE - 54 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 06:26 ⭐ Nila Infrastructures Q1FY27 results: steady profits, auditors note tax matter. #NILAINFRA - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 06:18 ⭐ Strong Q1 profit growth; new CFO appointed; land conversion approved. #SURANASOL - 58 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 06:16 🏆 Meghmani Organics Q1 FY27 Earnings Call on July 30. #MOL - 47 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 06:03 ⭐ Dodla Dairy reports record Q1 FY27, expands with strategic investments. #DODLA - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 05:51 ⭐ Revenue up, PAT down, procurement costs impact profitability. #DODLA - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 05:22 Century Enka releases investor presentation with operational and financial overview. #CENTENKA - 58 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 05:21 ⭐ Landmark Cars expands MG footprint in Ahmedabad with new showroom. #LANDMARK - 50 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 05:11 Dodla Dairy reports Q1 results, acquires 2% stake in Sids Farm. #DODLA - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 05:01 CRISIL reaffirms Monte Carlo Fashions credit ratings; outlook stable. #MONTECARLO - 32 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 04:52 QIP fund utilization report shows no material deviations. #SHAKTIPUMP - 54 seconds ago
AI-curated filing alert · Not investment advice
25 Jul 04:29 ⭐ BlackBuck's penalty proceedings dropped, improving financial outlook. #BLACKBUCK - 1 minute ago
AI-curated filing alert · Not investment advice
25 Jul 01:30 📝 ***Street Pulse Recap - TradingView Watchlist
📅 24 Jul — 25 Jul 2026
DURING MARKET HOURS (5 Stocks)
**```NSE:HCLTECH,
NSE:SHYAMMETL,
NSE:GULFPETRO,
NSE:RAJOOENG,
NSE:JAMNAAUTO,
```**
AFTER MARKET HOURS (15 Stocks)
**```NSE:SBIN,
NSE:ICICIBANK,
NSE:DMART,
NSE:FCL,
NSE:YESBANK,
NSE:IOB,
NSE:AUROPHARMA,
NSE:HEG,
NSE:ABSLAMC,
NSE:PNB,
NSE:MARUTI,
NSE:CCAVENUE,
NSE:ROSSARI,
NSE:INDOTECH,
NSE:VIMTALABS,
```**
💡 How to Import: Copy the list above, go to TradingView Watchlist, click the "+" (Add Symbol) button, and Paste*** the entire block.
25 Jul 01:30 📊 Street Pulse Recap
📅 JULY 24, 2026
#StocksToWatch #Trading
24 Jul 18:46 ⭐ YES Bank: Strong FY25-26 performance with profit and advances growth. #YESBANK - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 18:26 Kitex Garments held scheme approval meetings for shareholders, creditors. #KITEX - 41 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 18:24 Q1 FY26-27 earnings call audio link released. #SHRIRAMFIN - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 18:14 Chief Compliance Officer resigns from 5paisa Capital Limited. #5PAISA - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 17:31 Flooding impacts Gandhar Oil Refinery's Silvassa plant; operations under assessment. #GANDHAR - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 17:19 IEX posts Analyst Meet audio recording for investor insights. #IEX - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 17:19 Board meeting scheduled for quarterly financial results. #SASKEN - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 16:51 MosChip Q1FY27 revenue down, EBITDA/PBT lower due to project timing. #MOSCHIP - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 16:45 🏆 Gland Pharma Q1 FY27 earnings call August 10, 2026. #GLAND - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 16:45 ⭐ Share India Securities records highest-ever Q1 net profit. #SHAREINDIA - 54 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 16:44 Audio recording of Q1 FY27 Analysts/Investors Call released. #TATACONSUM - 46 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 16:37 ⭐ Promoter's stake in NITCO increases via warrant conversion. #NITCO - 54 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 16:35 ⭐ Alldigi Tech Q1 FY27: Strong revenue, EBITDA, and PAT growth. #ALLDIGI - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 16:34 MosChip Technologies approves Q1 results, grants 357,000 ESOPs. #MOSCHIP - 3 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 16:33 ⭐ Alldigi reports strong FY27 start; 13% EBITDA, 22% PAT. #ALLDIGI - 3 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 16:30 Arvind Fashions files BRSR for FY2025-26, detailing ESG efforts. #ARVINDFASN - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 16:29 Operations halted at Indo Count's Bhilad facility due to flooding. #ICIL - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 16:19 Dividend record date and AGM voting cut-off announced for Arvind Fashions. #ARVINDFASN - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 16:19 ⭐ Aurobindo Pharma licenses generic alimatravir from MSD for global HIV prevention. #AUROPHARMA - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 16:06 Axis Bank posts Q1 FY27 earnings call transcript. #AXISBANK - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 16:04 Nippon Life Asset Management receives Crisil ESG and Core ESG ratings. #NAM-INDIA - 29 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 16:03 Osia Hyper Retail Limited invites Expressions of Interest for resolution. #OSIAHYPER - 3 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 16:03 Alldigi declares dividend, shifts registered office. #ALLDIGI - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 15:52 ⭐ Alldigi Tech declared interim dividend, shifted registered office. #ALLDIGI - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 15:51 ⭐ Strong Q1 results, record revenue, robust order book, solar growth. #SHAKTIPUMP - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 15:50 Q1 FY27 results show muted growth, challenged by Motor Third Party. #NIACL - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 15:50 ⭐ OneSource Q1FY27: Revenue +37% YoY, EBITDA +39% YoY. #ONESOURCE - 45 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 15:49 ⭐ Welspun Living sells WCPGL stake, approves Anjar facility modernization. #WELSPUNLIV - 37 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 15:47 Bank of Maharashtra revises MCLR, mixed impact on lending rates. #MAHABANK - 53 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 15:43 🏆 Dixon Technologies Q1 FY27 earnings call, July 31, 2026. #DIXON - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 15:39 Bank of Baroda subsidiary stake transfer to BNP Paribas Cardif. #BANKBARODA - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 15:37 ⭐ Tembo Global announces 10:1 stock split, record date August 14, 2026. #TEMBO - 38 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 15:36 ⭐ Share India declares dividend, acquires Enshrine, and plans debt raise. #SHAREINDIA - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 15:24 Share India reports Q1 results, dividend, acquisitions, and debt issuance. #SHAREINDIA - 41 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 15:19 🏆 PNGS Reva Diamond Jewellery Earnings Call July 29, 2026 #PNGSREVA - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 15:12 DCM Shriram: CHRO Sandeep Girotra resigns, effective July 24, 2026. #DCMSHRIRAM - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 15:08 ⭐ Maruti Suzuki launches new Brezza Turbo Boosterjet with enhanced features. #MARUTI - 54 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 15:03 Clean Max sells stakes in two subsidiaries, acquires stake in third. #CLEANMAX - 27 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 14:58 ⭐ Rossari Biotech's Q1 FY27 revenue and EBITDA hit record highs. #ROSSARI - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 14:58 Spandana Sphoorty filed Business Responsibility and Sustainability Report. #SPANDANA - 3 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 14:54 🏆 Sakar Healthcare Q1 FY27 results conference call July 29. #SAKAR - 4 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 14:53 Bharti Airtel converts partly paid shares to fully paid, increases equity. #BHARTIARTL - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 14:49 NTPC's Q1 2026 operational/financial snapshot is now available. #NTPC - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 14:49 ⭐ Sakar Healthcare Q1FY27: Revenue up 38%, PAT up 120%. #SAKAR - 5 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 14:49 Challenging Q1FY27 for New India Assurance, flat GWP, healthy solvency. #NIACL - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 14:48 Company appoints Riddhi Varma as Secretary and Compliance Officer. #CMLL - 4 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 14:48 ⭐ Strong Q1 FY27 results: Revenue +32%, EBITDA +39%, PAT +24%. #KROSS - 4 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 14:44 Kross Limited announces 35th Annual General Meeting, e-voting details. #KROSS - 4 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 14:43 Neogen Chemicals confirms no deviation in preferential issue fund use. #NEOGEN - 4 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 14:40 ⭐ Strong revenue growth, market share gains, and international expansion. #KFINTECH - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 14:36 Head of Accounts and Finance resigns from Kross Limited. #KROSS - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 14:36 Bank of India Q1 FY26-27 earnings call audio now available. #BANKINDIA - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 14:34 CreditAccess Grameen Q1 FY27 results call audio released. #CREDITACC - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 14:32 Independent Director resigns from Kross Limited due to family matters. #KROSS - 37 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 14:30 ⭐ NTPC approved Rs.12,000 Cr NCDs for private placement. #NTPC - 41 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 14:30 ⭐ AvenuesAI gets RBI nod for Prepaid Payment Instruments system. #CCAVENUE - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 14:25 Kross Limited re-appoints independent directors; continuity of board. #KROSS - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 14:24 Leadership changes: New SMP appointed, one resigns. #ONESOURCE - 3 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 14:23 ⭐ MWL's Q1 FY27 PAT up 18.71% on strong demand. #MWL - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 14:22 🏆 TruAlt Bioenergy Q1 FY2026-27 earnings call July 29, 2026. #TRUALT - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 14:21 ⭐ SBI debt ratings reaffirmed, stable outlook, strong fundamentals. #SBIN - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 14:20 ACME subsidiaries secure Crisil A+/Stable credit ratings. #ACMESOLAR - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 14:19 ⭐ Strong Q1FY27, improved financial strength, positive outlook. #JINDALSTEL - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 14:16 APAR Industries released Q1FY27 earnings call audio recording. #APARINDS - 47 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 14:14 NTPC reports Q1 FY27 unaudited financial results, no debenture deviation. #NTPC - 40 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 14:10 Neogen Chemicals: No deviation in preferential issue fund utilization. #NEOGEN - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 14:10 Bank of India Q1 FY2026-27 earnings call audio now online. #BANKINDIA - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 14:10 Company clarifies executive remuneration, defends governance practices. #JKLAKSHMI - 48 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 14:08 ⭐ Rajratan Q1 FY27: Revenue up 29%, PAT up 70%, strong growth. #RAJRATAN - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 14:08 SBI Card releases Q1'FY27 earnings call audio recording. #SBICARD - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 14:07 Jai Corp changes RTA from KFin Technologies to Bigshare Services. #JAICORPLTD - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 14:04 ⭐ Spectrum Electrical to raise ₹325 Cr via preferential share, warrant issue. #SPECTRUM - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 13:55 ⭐ KFin Tech: Strong Q1FY27 growth, international expansion, robust deals. #KFINTECH - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 13:54 Annual financial results approved for The Orissa Minerals Development. #ORISSAMINE - 49 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 13:52 Greenply releases Q1 & 3M FY2027 earnings call audio. #GREENPLY - 58 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 13:52 🏆 IVALUE Q1FY27 earnings call and board meeting on July 29, 2026. #IVALUE - 54 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 13:51 ⭐ Indian Overseas Bank Q1 FY27 net profit up 49.32%. #IOB - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 13:49 Mangalam Worldwide seeks waiver for BSE fine on delayed Q4 results. #MWL - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 13:49 Arihant Capital reports Q1 2026 unaudited standalone and consolidated results. #ARIHANTCAP - 3 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 13:44 Mahindra Lifespaces Q1FY27 earnings call concluded; recording and presentation available. #MAHLIFE - 55 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 13:42 Transworld submitted FY26 Business Responsibility and Sustainability Report. #TRANSWORLD - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 13:41 MedPlus Q1 FY27 earnings: revenue up, capex on hold. #MEDPLUS - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 13:38 JSW Cement guarantees loan for UAE subsidiary's new cement unit. #JSWCEMENT - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 13:37 Neogen announces Q1 FY27 results, fundraise approval, and AGM. #NEOGEN - 45 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 13:37 HDFC Bank calls $1B Additional Tier 1 Notes. #HDFCBANK - 22 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 13:36 Allied Blenders held 1QFY27 earnings call; audio recording available. #ABDL - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 13:34 🏆 Strong profit and revenue growth for OneSource Specialty Pharma Limited. #ONESOURCE - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 13:34 Route Mobile declares interim dividend, outlines TDS provisions. #ROUTE - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 13:29 VP Legal resigns; no impact on company operations. #PAISALO - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 13:27 🏆 Chalet Hotels Q1 2026 Earnings Call on July 30. #CHALET - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 13:26 Allcargo Global's NZ subsidiary removed from register; operations inactive. #AGL - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 13:24 ⭐ SAIL Q1 FY'27 PAT up significantly, improved EBITDA/ton. #SAIL - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 13:22 Ashwin Agarwal appointed Whole-Time Director at GR Infraprojects. #GRINFRA - 3 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 13:22 Tax appeal set aside, ₹10.21 crore demand dropped for Skipper Limited. #SKIPPER - 4 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 13:17 🏆 KPIT Technologies Q1 FY27 Earnings Call on July 29. #KPITTECH - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 13:17 ⭐ SAIL reports strong Q1 FY27 profit, revenue up. #SAIL - 48 seconds ago
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24 Jul 13:16 Speciality Restaurants declares dividend, outlines TDS requirements for shareholders. #SPECIALITY - 1 minute ago
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24 Jul 13:16 🏆 Board meeting and earnings call for Q1 FY27 results. #VISL - 2 minutes ago
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24 Jul 13:16 🏆 Vedanta Oil & Gas Q1 FY27 earnings call on July 30. #VOGL - 1 minute ago
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24 Jul 13:16 Mangalam Worldwide Q1 FY27 results: Revenue and profit growth. #MWL - 59 seconds ago
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24 Jul 13:16 ⭐ Lodha's profit doubled, revenues soared, debt reduced in Q1FY27. #LODHA - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 13:12 🏆 KFin Technologies Q1 FY2027 results: Provisional claims and financial overview. #KFINTECH - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 13:12 ⭐ Texmaco JV ownership changes with new partner TrinityRail Global Inc. #TEXRAIL - 2 minutes ago
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24 Jul 13:11 ⭐ REC Limited: Strong Q1 FY27 results, 23% PAT growth, ₹4.25 interim dividend. #RECLTD - 3 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 13:11 Sammaan Capital timely paid interest on its debentures. #SAMMAANCAP - 3 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 13:11 ⭐ Fabtech Q1 FY27: Revenue growth, profit turnaround, strong outlook. #FABTECH - 3 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 13:11 Polyplex declares Re. 1.00 dividend, sets AGM and record date. #POLYPLEX - 3 minutes ago
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24 Jul 13:07 🏆 APL Apollo Tubes Q1FY27 earnings call on August 3, 2026. #APLAPOLLO - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 13:07 ⭐ Lodha Developers reports strong Q1 FY27 consolidated financial results. #LODHA - 58 seconds ago
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24 Jul 13:06 ⭐ New CMD appointed for CONCOR: Ajit Kumar Panda. #CONCOR - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 13:05 MedPlus subsidiary faces drug license suspensions, minor revenue loss. #MEDPLUS - 1 minute ago
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24 Jul 13:03 Kross Limited announces Q1 results, AGM, and board changes. #KROSS - 55 seconds ago
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24 Jul 13:03 Avenue Supermarts penalized for construction non-compliance, no material impact. #DMART - 47 seconds ago
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24 Jul 13:01 🏆 PCBL Chemical Q1FY27 earnings call on July 29, 2026. #PCBL - 39 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 13:00 Timely interest payments on debentures, ensuring compliance and stability. #SAMMAANCAP - 1 minute ago
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24 Jul 13:00 🏆 Paisalo Digital Q1 FY27 earnings call August 6, 2026. #PAISALO - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 13:00 Aditya Birla Capital allots Rs. 260 crore non-convertible debentures. #ABCAPITAL - 55 seconds ago
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24 Jul 13:00 Secretarial Auditor resigns from Borana Weaves due to other commitments. #BORANA - 54 seconds ago
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24 Jul 12:57 🏆 Syrma SGS Technology to host Q1FY27 earnings call #SYRMA - 55 seconds ago
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24 Jul 12:50 Go Digit's AGM rescheduled, financial performance stable. #GODIGIT - 1 minute ago
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24 Jul 12:50 Kotak Bank earnings call transcript available for Q1FY27. #KOTAKBANK - 1 minute ago
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24 Jul 12:49 AGM set, dividend record date fixed, payment by October. #SHREDIGCEM - 48 seconds ago
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24 Jul 12:48 AGM on August 26, 2026; e-voting details finalized. #RSWM - 1 minute ago
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24 Jul 12:48 Canara Robeco reports strong Q1 FY27 growth, focuses on equity. #CRAMC - 1 minute ago
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24 Jul 12:46 UltraTech Cement sets AGM, record date, and dividend payment details. #ULTRACEMCO - 1 minute ago
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24 Jul 12:46 🏆 Board meeting and earnings call on Q1 FY27 results. #VAML - 1 minute ago
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24 Jul 12:45 NHPC appoints Dr. Bernadette Lyngdoh as Independent Director. #NHPC - 1 minute ago
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24 Jul 12:43 🏆 GAIL's Q1 FY27 Earnings Call on July 31st. #GAIL - 1 minute ago
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24 Jul 12:42 ⭐ Aditya Birla Sun Life AMC: Strong Q1 FY27 results, AUM up 42%. #ABSLAMC - 1 minute ago
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24 Jul 12:41 Northern Arc Capital receives "Outstanding" ESG Impact Rating 81. #NORTHARC - 46 seconds ago
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24 Jul 12:40 Vimta Labs sees growth in Q1 FY'27 with Biologics order. #VIMTALABS - 1 minute ago
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24 Jul 12:39 ⭐ Jindal Steel reports strong Q1FY27 results, key appointments, rating upgrade. #JINDALSTEL - 1 minute ago
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24 Jul 12:39 ICICI Bank notes rated Baa3/BBB by Moody's/S&P. #ICICIBANK - 1 minute ago
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24 Jul 12:39 ⭐ SETL completes first phase of strategic investment in GL HAKKO. #SETL - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 12:39 ⭐ CreditAccess Grameen: AUM, PAT surge in strong Q1 FY27. #CREDITACC - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 12:38 🏆 Tech Mahindra's non-deal roadshow with analysts, investors in Singapore. #TECHM - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 12:38 ⭐ Capital Small Finance Bank: strong Q1FY27 growth, profitability, asset quality. #CAPITALSFB - 3 minutes ago
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24 Jul 12:37 🏆 Medanta Q1 FY2027 earnings call on July 31, 2026. #MEDANTA - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 12:34 Fabtech IPO funds utilized as planned, no deviation. #FABTECH - 2 minutes ago
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24 Jul 12:34 Thyrocare resubmits Q1 FY27 financial results for compliance. #THYROCARE - 2 minutes ago
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24 Jul 12:34 ⭐ Supreme Court stays High Court deposit order for Kalpataru subsidiary. #KALPATARU - 3 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 12:34 🏆 Q1 FY27 Earnings Call, August 3, 2026, 4 PM IST. #SARDAEN - 3 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 12:34 🏆 GAIL's Q1 FY27 Earnings Call on July 31, 2026. #GAIL - 3 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 12:33 ⭐ Aavas to hold investor meetings July 29-30 in Mumbai. #AAVAS - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 12:33 ⭐ Board approves Q1FY27 results and significant debt issuances. #CREDITACC - 2 minutes ago
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24 Jul 12:33 Non-Executive Director Stefan Hetges resigns from Cambridge Technology board. #CTE - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 12:33 Tax litigation restored; retrospective tax amendment impacts Tata Steel. #TATASTEEL - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 12:30 🏆 Strides Pharma Q1FY27 earnings call on July 31, 2026. #STAR - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 12:22 Floods disrupt Welspun Living's Vapi plant; personnel safe, assets insured. #WELSPUNLIV - 58 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 12:17 Rolex Rings announces Post-Buyback Public Announcement of 10,000,000 shares. #ROLEXRINGS - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 12:17 ⭐ Container Corp. reports Q1 results, declares 32% interim dividend. #CONCOR - 51 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 12:16 Kamal Cement: Mixed Q1, but long-term growth potential remains. #SHREDIGCEM - 23 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 12:15 ⭐ Subsidiary acquires property for ₹17.85 crore for real estate development. #SHRADHA - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 12:13 🏆 Vedanta Power to discuss Q1 FY2026 results on July 30. #VEDPOWER - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 12:12 🏆 Navneet Education Q1 FY27 Earnings Call on July 29, 2026. #NAVNETEDUL - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 12:09 Listing approvals received for preferential equity shares on BSE and NSE. #DEEDEV - 45 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 12:08 ⭐ YES Bank: Strong Q1FY27 results, profit up 33.7%, asset quality improves. #YESBANK - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 12:08 Q1 FY27: Revenue up, PAT mixed, ESOP shares allotted. #SHREDIGCEM - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 12:07 🏆 Shakti Pumps Q1FY27 profit jumps; strong revenue growth. #SHAKTIPUMP - 36 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 12:04 🏆 Amagi Media Labs to host Q1 FY27 earnings call. #AMAGI - 52 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 12:04 ⭐ Cyient names Andrew Smith COO to boost operational excellence. #CYIENT - 43 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 12:02 🏆 Hexaware Technologies Q2 CY 2026 earnings call on July 30. #HEXT - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 12:00 Independent director appointed, subject to shareholder approval. #DBEIL - 36 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 11:59 ⭐ REC Limited declares dividends, approves Q1FY27 results, announces merger. #RECLTD - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:59 ⭐ Jamna Auto acquires UK's Owen Springs to expand leaf spring aftermarket. #JAMNAAUTO - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:59 HCC submits FY26 Business Responsibility and Sustainability Report. #HCC - 4 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:59 IIFL Capital's Q1 2026 earnings call recording is available. #IIFLCAPS - 5 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:58 Almondz allots shares to promoter, converting unsecured loan. #ALMONDZ - 5 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:54 Fabtech Technologies approves Q1 results, reappoints director, declares dividend. #FABTECH - 55 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 11:53 Hindustan Zinc appoints new HR and Operations Chiefs. #HINDZINC - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 11:53 ⭐ Cyient appoints Andrew Smith as COO; Prabhakar Atla resigns. #CYIENT - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 11:48 🏆 Hitachi Energy India Q1 FY27 earnings call on August 7 #POWERINDIA - 3 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:48 ⭐ Can Fin Homes Q1 FY27 disbursements strong, AUM grows 10.8%. #CANFINHOME - 5 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:48 Gulshan Polyols' credit rating reaffirmed by CRISIL, long-term outlook revised. #GULPOLY - 4 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:48 ⭐ Indo Tech expands to 400 kV transformers, secures NTPC approval. #INDOTECH - 4 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:47 Funds utilized as stated, no deviation in preferential warrant issue. #ASALCBR - 4 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:47 🏆 MTAR Technologies Q1 FY27 Earnings Call on July 30, 2026. #MTARTECH - 5 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:47 HGM gets no-objection for promoter reclassification to public. #HGM - 5 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:43 VIJI FINANCE converts warrants, allotting 14.5 million shares. #VIJIFIN - 3 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:43 🏆 Welspun Corp reports record Q1 EBITDA, strong PAT, positive outlook. #WELCORP - 5 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:43 ⭐ Sumeet Industries completes ₹199.75 Cr Rights Issue for growth. #SUMEETINDS - 5 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:42 ⭐ Record Q1 turnover and strong PAT for Rama Phosphates. #RAMAPHO - 7 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:42 No deviation in QIP fund utilization for CG Power. #CGPOWER - 7 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:42 ⭐ Bank of India's Q1FY27 profits up, business and asset quality improve. #BANKINDIA - 6 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:42 Bank of Maharashtra CCO resigns; replacement underway. #MAHABANK - 5 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:35 IREDA appoints Government Nominee Director, effective July 24, 2026. #IREDA - 5 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:35 ⭐ CG Power: Strong Q1, 16% sales growth, 45% order book increase. #CGPOWER - 5 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:35 🏆 Bank of India reports strong Q1FY27 unaudited financial results. #BANKINDIA - 8 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:35 ⭐ Bank of Baroda Q1 FY27: strong growth, improved asset quality. #BANKBARODA - 6 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:34 Ratnaveer's Q1 FY27 financial results: increased revenue, profit declared. #RATNAVEER - 6 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:34 Bank of Baroda boosts overseas borrowing limits, expands green bond program. #BANKBARODA - 5 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:27 🏆 Shree Cement Ltd. Q1FY27 results call, July 31. #SHREECEM - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 11:26 🏆 Vedanta board meeting, Q1 results, concall July 30. #VEDL - 5 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:26 NCLT accepts merger application, Timken moves to next stage. #TIMKEN - 3 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:26 Rane Holdings gets in-principle approval for preferential warrant issue. #RANEHOLDIN - 3 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:26 U.Y. Fincorp appoints new internal and statutory auditors. #UYFINCORP - 6 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:20 Responsive Industries appoints Bajrang Bajaj as Independent Director. #RESPONIND - 3 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:20 Promoter's stake in Nitco Limited increased via preferential allotment. #NITCO - 4 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:20 ⭐ Neueon secures INR 350M partnership with Elcom Innovations. #NEUEON - 5 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:20 Halder Venture allots warrants to non-promoter for capital raise. #HALDER - 8 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:19 KEC International announces AGM, Rs. 5.50 final dividend for FY26. #KEC - 10 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:19 ⭐ IEX's strong growth, market expansion, and robust financial performance. #IEX - 17 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:19 ⭐ SBI Cards: Q1 PAT +20%, Revenue +3%, Spends +27%. #SBICARD - 16 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:19 Rishabh Relan re-appointed Whole-Time Director for Bharat Seats. #BHARATSE - 14 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:19 Omax Autos: Q1 results, dividend, and key re-appointments. #OMAXAUTO - 17 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:19 ⭐ HZL Q1FY27 results and new CEO appointment announced. #VEDL - 10 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:02 ⭐ SBI Card's Q1 FY27: PAT up 20%, new accounts over 1 million. #SBICARD - 3 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:01 Clerical error corrected in board meeting outcome, ensuring transparency. #SECURCRED - 5 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:01 ⭐ Quess Corp declares ₹3 dividend, sets August 7 record date. #QUESS - 4 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 11:01 DCB Bank updates fair disclosure code for sensitive information. #DCBBANK - 5 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 10:54 🏆 Refex Industries Q1 FY27 Earnings Call on July 30, 2026. #REFEX - 58 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 10:54 ⭐ CyberTech's Q1FY27: Strong revenue and PAT growth, positive outlook. #CYBERTECH - 46 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 10:52 ⭐ Bluspring subsidiary secures ₹125 crore loan for acquisition. #BLUSPRING - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 10:51 🏆 OnEMI Technology Solutions Q1 FY27 earnings call July 30, 2026 #KISSHT - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 10:51 ⭐ SBI Cards Q1 profit up, total income rises. #SBICARD - 3 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 10:51 🏆 Associated Alcohols reports strong Q1 FY27 financial results. #ASALCBR - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 10:43 ⭐ Virtual meeting with Equirus Capital on July 27, 2026. #BEPL - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 10:43 ⭐ Tata Consumer's Q1FY27: Strong revenue, EBITDA, and EPS growth. #TATACONSUM - 4 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 10:42 Q1 FY27 Earnings Call: Growth, Inflation, KATO JV Progress #ACE - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 10:40 ⭐ Ganesh Housing Q1 FY27 revenue up 130%, strong project progress. #GANESHHOU - 3 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 10:40 🏆 GHCL Q1FY27 results conference call August 3, 3:00 PM IST #GHCL - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 10:39 ⭐ HEG's Q1 FY27 consolidated profit surged 22.6% to INR 122.34 crore. #HEG - 3 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 10:38 ⭐ Tata Consumer Products Q1FY27: Revenue +12%, Net Profit +29%, strong growth. #TATACONSUM - 4 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 10:34 ⭐ Cyient DLM to meet investors on July 28. #CYIENTDLM - 3 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 10:33 ⭐ South West Pinnacle: Strong Q1, significant order book growth. #SOUTHWEST - 3 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 10:33 BEML credit ratings reaffirmed, commercial paper rating withdrawn. #BEML - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 10:29 Paras Defence amends insider trading policy for SEBI compliance. #PARAS - 39 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 10:29 ⭐ GP Petroleums: Strong Q1, PAT +220%, revenue +46%, dividend declared. #GULFPETRO - 34 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 10:28 Tata Consumer reports Q1 2026 financial results. #TATACONSUM - 15 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 10:24 ⭐ HDFC Bank Q1 FY27: Strong deposit, advances growth, efficiency focus. #HDFCBANK - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 10:24 ⭐ Cyient DLM reports strong Q1 FY27 results, record order book. #CYIENTDLM - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 10:24 Paras Defence appoints new VP, Business Development, effective July 24. #PARAS - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 10:22 ⭐ PNB's Q1 FY27 earnings show strong growth, improved asset quality. #PNB - 52 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 10:22 🏆 MAS Financial Q1FY27 earnings call on July 30, 2026. #MASFIN - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 10:19 Shriram Finance to raise funds via debentures for growth. #SHRIRAMFIN - 34 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 10:18 ⭐ Strong Q1 FY27 profit growth for Ganesh Housing. #GANESHHOU - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 10:18 Jaiprakash Power Ventures updates AGM notice with director appointment details. #JPPOWER - 58 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 10:17 ⭐ DCB Bank Q1FY27: Strong profit, advances, and deposit growth. #DCBBANK - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 10:12 ⭐ DCB Bank's Q1 FY27 PAT up 36%; advances, deposits strong. #DCBBANK - 47 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 10:11 ⭐ Saregama's strong financials and perpetual IP ownership drive growth. #SAREGAMA - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 10:11 CyberMedia reports Q1 financial results, appoints new Director. #CYBERMEDIA - 35 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 10:07 DCB Bank Q1 FY27 net profit up 3.7% QoQ. #DCBBANK - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 10:00 Fractal Analytics Q1 FY27 earnings call audio now online. #FRACTAL - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 09:58 ⭐ Appellate Authority rules in favor of Kalpataru, setting aside GST demand. #KPIL - 25 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 09:57 Bajaj Auto extinguishes 4.69M shares in buyback, reducing share count. #BAJAJ-AUTO - 36 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 09:55 ⭐ Welspun Corp: Strong Q1FY27, robust orders, healthy balance sheet. #WELCORP - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 09:46 ⭐ Strong Q1 FY27 results drive growth across diversified sectors. #RKFORGE - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 09:46 ⭐ Flooding disrupts operations at Hindustan Foods' Aero Care subsidiary. #HNDFDS - 25 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 09:42 No deviation in preferential issue proceeds utilization for Sterlite Technologies. #STLTECH - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 09:41 ⭐ UltraTech Cement receives reaffirmed 'AAA' credit ratings, indicating strong financial health. #ULTRACEMCO - 32 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 09:41 ⭐ CG Power's Q1FY27: Strong growth, record orders, expanded capacity. #CGPOWER - 42 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 09:35 Ramkrishna Forgings: Monitoring report shows no deviation in fund utilization. #RKFORGE - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 09:30 🏆 Laurus Labs' Q1 FY27 revenue, EBITDA surge; strong growth. #LAURUSLABS - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 09:29 ⭐ SBI Life: Strong Q1-FY27 growth in PAT, VoNB, and APE. #SBILIFE - 32 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 09:29 ⭐ ACC Q1 FY'27 strong, driven by volume, green power, cost cuts. #ACC - 31 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 09:28 🏆 Laurus Labs: Strong Q1 FY27 growth, driven by CDMO. #LAURUSLABS - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 09:26 Earnings conference call audio recording for Q1-FY27 now available. #SHEMAROO - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 09:23 Independent Director Dr. Rajesh Koshy Chandy retires from Laurus Labs. #LAURUSLABS - 58 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 09:23 ⭐ ACC Limited reports strong Q1FY27 results and strategic power acquisition. #ACC - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 09:22 ⭐ CG Power's auditor SRBC & CO LLP resigns, aligns with Holding Company. #CGPOWER - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 09:22 ⭐ Laurus Labs reports robust Q1 FY27 consolidated and standalone financial results. #LAURUSLABS - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 09:21 ⭐ RattanIndia Q1 FY27: Income up, PAT positive, strong plant performance. #RTNPOWER - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 09:21 ⭐ TTK Healthcare reports 7% revenue growth, divests brands, outlines future plans. #TTKHLTCARE - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 09:17 ⭐ STL's Q1 FY27: Record revenue, EBITDA; company is debt-free. #STLTECH - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 09:15 Rattanindia Power Q1 FY27 results, consolidated profit ₹45.85 crore. #RTNPOWER - 51 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 09:12 GVP Infotech converts partly paid shares to fully paid. #GVPTECH - 31 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 09:12 SBI Life's Q1FY27 financial results approved, trading window reopens. #SBILIFE - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 09:09 Unclaimed shares and dividends to be transferred to IEPF by October 2026. #DIGISPICE - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 09:08 Patel Integrated Logistics completes 5.4 million share buy-back. #PATINTLOG - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 09:04 Wendt reorganizes Senior Management; two officials redesignated, remain employed. #WENDT - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 09:02 ⭐ Atul Ltd invests Rs. 167 crore for herbicide manufacturing expansion. #ATUL - 56 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 09:01 ⭐ Jamna Auto acquires UK's Owen Springs, expands global presence. #JAMNAAUTO - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 08:58 ⭐ Strong Q1 results, EHV GIS manufacturing expansion approved. #CGPOWER - 59 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 08:54 ⭐ Hindustan Zinc appoints Amarendu Prakash as new CEO. #HINDZINC - 57 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 08:52 ⭐ Strong growth, new MD, capital expenditure for Ramkrishna Forgings. #RKFORGE - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 08:49 Hindustan Zinc reports Q1FY27 financial results; revenue and profit up. #HINDZINC - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 08:48 🏆 Wendt (India) reports strong Q1FY27 sales and profit growth. #WENDT - 55 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 08:47 Atul Ltd reports Q1FY27 results, appoints new Independent Director. #ATUL - 58 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 08:46 ⭐ Dr. Lal PathLabs delivers strong Q1 FY27 results, driving sustainable growth. #LALPATHLAB - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 08:44 Solara Active Pharma Sciences reports Q1 FY27 results, showing profit amidst losses. #SOLARA - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 08:43 ⭐ Strong Q1 revenue and PAT growth, strategic acquisitions fuel positive momentum. #LALPATHLAB - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 08:42 ⭐ Welspun Corp acquires 51% more of WCPGL, now a subsidiary. #WELCORP - 51 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 08:39 🏆 Grindwell Norton approves Q1 2026 financial results. #GRINDWELL - 28 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 08:33 ZF Commercial Vehicle appoints new CFO and Company Secretary. #ZFCVINDIA - 40 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 08:32 Karur Vysya Bank: Q1 FY27 earnings call shows sustained growth. #KARURVYSYA - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 08:32 ⭐ Swiggy's strong ESG performance drives responsible growth and operational excellence. #SWIGGY - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 08:32 Veranda RACE partners for expanded government exam coaching in Karnataka. #VERANDA - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 08:30 ⭐ Greenply Q1 FY27 revenue and EBITDA up significantly. #GREENPLY - 40 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 08:29 Automotive Stampings approves unaudited Q1 FY27 financial results. #ASAL - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 08:28 ICRA upgrades Marine Electricals' credit ratings; stable outlook. #MARINE - 52 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 08:27 ZF CVCS India Q1 2026 results and key appointments. #ZFCVINDIA - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 08:23 ⭐ Greenply reports strong Q1 FY27 revenue and PAT growth. #GREENPLY - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 08:22 ⭐ Shriram Finance: Strong Q1, AUM up, PAT up. #SHRIRAMFIN - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 08:21 GP Petroleums announces Q1 results, dividend, and new directors. #GULFPETRO - 46 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 08:19 Board approves Q1FY27 results and re-appoints Managing Director. #DOLPHIN - 46 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 08:18 ⭐ Dalmia Bharat Q1 FY27: Volume up, NSR up, EBITDA & PAT down. #DALBHARAT - 40 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 08:14 Greenply appoints director, merges subsidiaries for structural efficiency. #GREENPLY - 45 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 08:11 ⭐ Strong Q1 FY27: Revenue, EBITDA, PAT up double-digits. Growth continues. #SHYAMMETL - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 08:09 Banaras Beads reports Q1 2026 financials, profit before tax at 96.98 lakhs. #BANARBEADS - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 08:08 ⭐ Strong Q1 results, dividend, stock options, and strategic acquisitions. #LALPATHLAB - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 08:08 Greenply reports Q1 FY2026 financial results with limited review. #GREENPLY - 50 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 08:08 ⭐ Strong Q1: Volume and revenue growth, strategic acquisitions drive expansion. #DALBHARAT - 49 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 08:07 ⭐ Dolphin Q1 net profit up, MD re-appointed, single segment. #DOLPHIN - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 08:07 ⭐ Nuvoco Vistas to meet Tata Mutual Fund on July 24. #NUVOCO - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 08:07 ⭐ APAR Q1 FY27 earnings show strong growth across all divisions. #APARINDS - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 08:02 ⭐ Strong Q1 profit, expansion underway, positive outlook for stock. #RAMAPHO - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 07:57 LMW Limited: Q1 results announced, business scope expanded. #LMW - 42 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 07:54 ⭐ Rama Phosphates Q1 FY27 profit up, expanding operations. #RAMAPHO - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 07:54 ⭐ Sapphire Foods Q1FY27: Strong revenue, EBITDA growth; positive SSSG. #SAPPHIRE - 48 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 07:51 ⭐ V-Mart reports strong Q1, new finance head appointed. #VMART - 26 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 07:49 ⭐ Dalmia Bharat reports strong Q1, appoints new CFO. #DALBHARAT - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 07:49 ⭐ Sapphire Foods Q1 2026 results show profit, merger progresses. #SAPPHIRE - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 07:45 GP Petroleums: Q1 results, dividend, new directors, AGM and record date. #GULFPETRO - 39 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 07:42 ⭐ Rajoo Engineers' Q1 FY27 revenue up 44.66%, PAT up 15.52% #RAJOOENG - 53 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 07:39 Board approves financial flexibility measures and EGM notice. #SILGO - 55 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 07:38 ⭐ Acutaas Chemicals: Strong Q1 FY27 revenue, EBITDA, PAT growth. #ACUTAAS - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 07:37 ⭐ Rajoo Engineers delivers strong Q1 FY27 revenue, EBITDA growth. #RAJOOENG - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 07:35 ⭐ Ice Make raises INR 1.9B, forms JV with Galilei for growth. #ICEMAKE - 48 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 07:31 ⭐ Acutaas Q1 FY27: Revenue +59.1%, PAT +70.4%, EBITDA +122.1%. #ACUTAAS - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 07:29 Adani Ports releases inaugural Nature-related Financial Disclosures (TNFD) Report. #ADANIPORTS - 14 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 07:28 Virtual meeting with Tamohara Investment Managers on July 30. #TATVA - 52 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 07:27 ⭐ Strong Q1 results, dividend, new directors; bullish outlook. #GULFPETRO - 49 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 07:17 🏆 UFO Moviez Q1FY27 Earnings Call on July 29, 2026 #UFO - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 07:15 Maha Rashtra Apex re-appoints auditor, sets AGM date, approves Board Report. #MAHAPEXLTD - 47 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 07:13 ⭐ Ambika Cotton Mills expands and modernizes, boosting capacity and productivity. #AMBIKCO - 42 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 07:13 ⭐ APAR's strong Q1 FY27 results; strategic expansion underway. #APARINDS - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 07:10 Strong order book, Egypt project, H2 FY27 revenue growth expected. #SWSOLAR - 49 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 07:10 🏆 Ice Make raises INR 1.9B, forms JV with Galilei. #ICEMAKE - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 07:05 PDS dissolves subsidiary Design COE USA INC; no material financial impact. #PDSL - 57 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 07:04 Acutaas Chemicals reports Q1FY27 financial results. #ACUTAAS - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 07:02 🏆 NephroPlus Q1FY27 Earnings Call on August 12, 2026 #NEPHROPLUS - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 07:01 Deepak Nitrite to hold Q1 FY27 earnings conference call. #DEEPAKNTR - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 06:55 ⭐ Fineotex Q1 FY27: Revenue +175%, PAT +93% fueled by acquisition. #FCL - 2 minutes ago
AI-curated filing alert · Not investment advice
24 Jul 06:54 Book closure dates announced for Kirloskar Electric's 79th AGM. #KECL - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 06:54 Independent Director Shri A. K. Kothari's term ends July 25, 2026. #PILANIINVS - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 06:47 Q1 FY27 results out, AGM and auditors appointed. #SAKAR - 49 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 06:46 ⭐ NTPC adds 64.76 MW solar capacity, boosting total installed power. #NTPC - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 06:43 ⭐ HCLTech to establish Global Tech Center in Bhubaneswar, creating 5,000 jobs. #HCLTECH - 32 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 06:41 Kalinga Hospital dispute hearing adjourned to August 4, 2026. #MAXHEALTH - 51 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 06:40 ⭐ HCLTech launches AI Data Center in Bhubaneswar with Sarvam and Odisha. #HCLTECH - 57 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 06:32 AXISCADES acquires land for defense manufacturing unit. #AXISCADES - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 06:29 MSTC appoints two Independent Directors for three years. #MSTCLTD - 50 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 06:26 🏆 Hyundai Motor India Q1 FY27 earnings call on July 30. #HYUNDAI - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 06:26 ⭐ Rajratan reports strong Q1FY27 consolidated net profit and revenue growth. #RAJRATAN - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 06:25 ⭐ Tinna Rubber reports record Q1 profitability, driven by strategic initiatives. #TINNARUBR - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 06:19 ⭐ Jindal Stainless wins six manufacturing awards, strong operational excellence. #JSL - 31 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 06:19 CCI investigation against InterGlobe Aviation put on hold. #INDIGO - 56 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 06:16 🏆 Investor presentation for Q1FY27 results conference call uploaded. #COROMANDEL - 39 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 06:14 🏆 ABB India Q2 2026 earnings call on July 31. #ABB - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 06:12 Step-down subsidiary Fractal Frontiers Inc. dissolved on July 21, 2026. #FRACTAL - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 06:06 Preferential equity issue approved for Almondz Global Securities. #ALMONDZ - 46 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 06:04 Gangotri Textiles Q1 FY27 loss of (2.39) lakhs. #GANGOTRI - 47 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 05:40 Aaron Industries declares ₹0.50 dividend, record date August 14. #AARON - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 05:34 ⭐ Aaron Industries re-appoints Chairman and MD for three years. #AARON - 53 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 05:30 Aaron Industries: director re-appointments, remuneration, AGM announced. #AARON - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 05:19 ⭐ Highway Infrastructure wins Rs. 28.69 crore NHAI toll contract. #HILINFRA - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 05:04 🏆 Earnings call for Divi's Q1 FY27 results on August 1. #DIVISLAB - 52 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 04:48 🏆 Deep Industries earnings call July 29, 2026, Q1 FY27 results. #DEEPINDS - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 04:42 Control Print Q1FY27 investor presentation: steady performance, strategic growth. #CONTROLPR - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 04:36 Statutory auditors will not seek re-appointment; new auditors needed. #RUSHIL - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 04:23 Tax notice for Panacea Biotec subsidiary; ₹4.06 Crore alleged tax liability. #PANACEABIO - 49 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 04:19 ⭐ IMFA's Kalinganagar ferro chrome project ready for operation. #IMFA - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 03:49 ⭐ Fineotex Q1 FY27: Income +164%, EBITDA +135%, PAT +93%. #FCL - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 03:21 ⭐ Sun Pharma's Organon acquisition approved, boosting market position. #SUNPHARMA - 27 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 03:11 ⭐ ICICI Bank raises $1 billion via fixed-rate notes. #ICICIBANK - 1 minute ago
AI-curated filing alert · Not investment advice
24 Jul 02:09 ⭐ Adani Enterprises denies airline launch rumors; no plans for aviation. #ADANIENT - 44 seconds ago
AI-curated filing alert · Not investment advice
24 Jul 01:31 📝 ***Street Pulse Recap - TradingView Watchlist
📅 23 Jul 2026
DURING MARKET HOURS (6 Stocks)
**```NSE:SCHAEFFLER,
NSE:ZYDUSLIFE,
NSE:WEWORK,
NSE:TVSMOTOR,
NSE:INTELLECT,
NSE:IMAGICAA,
```**
AFTER MARKET HOURS (14 Stocks)
**```NSE:POONAWALLA,
NSE:ICICIBANK,
NSE:ULTRACEMCO,
NSE:ADANIPOWER,
NSE:AUROPHARMA,
NSE:AKUMS,
NSE:ACMESOLAR,
NSE:HEG,
NSE:NAM_INDIA,
NSE:COFORGE,
NSE:BLUESTARCO,
NSE:EXCELINDUS,
NSE:HINDALCO,
NSE:USHAMART,
```**
💡 How to Import: Copy the list above, go to TradingView Watchlist, click the "+" (Add Symbol) button, and Paste*** the entire block.
24 Jul 01:31 📊 Street Pulse Recap
📅 JULY 23, 2026
#StocksToWatch #Trading
23 Jul 18:37 ⭐ Strong Q1FY27, AI-led growth, robust pipeline, maintaining guidance. #MPHASIS - 2 minutes ago
AI-curated filing alert · Not investment advice
23 Jul 18:31 Narayana Hrudayalaya releases FY2025-26 Business Responsibility and Sustainability Report. #NH - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 18:20 ⭐ Fractal Group: Net Income up 92%, strong growth. #FRACTAL - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 18:19 ⭐ Mphasis Q1 FY27: Strong revenue growth, significant AI-led TCV wins. #MPHASIS - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 17:50 ⭐ Blue Star wins arbitration, dismisses OMR 211.8M claims. #BLUESTARCO - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 17:46 ⭐ Akums subsidiary acquires Oriflame India's manufacturing business for INR 56 Crore. #AKUMS - 50 seconds ago
AI-curated filing alert · Not investment advice
23 Jul 17:21 Fractal Analytics reports Q1 results, revised business unit sale. #FRACTAL - 48 seconds ago
AI-curated filing alert · Not investment advice
23 Jul 16:56 ⭐ 3i Infotech grows revenue, profits, clients; strengthens cybersecurity. #3IINFOLTD - 28 seconds ago
AI-curated filing alert · Not investment advice
23 Jul 16:50 Route Mobile Q1 FY26-27 revenue up, but margins declined. #ROUTE - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 16:48 PDS Limited reduces stake in DBS Lifestyle, impacts subsidiary status. #PDSL - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 16:47 ⭐ Route Mobile Q1 FY27 revenue up, PAT increased year-over-year. #ROUTE - 37 seconds ago
AI-curated filing alert · Not investment advice
23 Jul 16:38 No deviation in preferential issue proceeds, fully invested in US subsidiary. #CYBERTECH - 25 seconds ago
AI-curated filing alert · Not investment advice
23 Jul 16:37 Max India allotted 3.6M equity shares, increased capital. #MAXIND - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 16:30 Route Mobile announces financial results, dividend, and AGM date. #ROUTE - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 16:20 ⭐ ACME Solar expands battery storage to 3.62 GWh in Rajasthan. #ACMESOLAR - 50 seconds ago
AI-curated filing alert · Not investment advice
23 Jul 16:11 CyberTech approves Q1 financial results and employee share allotment. #CYBERTECH - 36 seconds ago
AI-curated filing alert · Not investment advice
23 Jul 16:05 ⭐ Aurobindo Pharma acquires A1 Biochem Group, expands CRO services. #AUROPHARMA - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 15:59 Cohance grants millions of ESOPs, allots shares, cancels old options. #COHANCE - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 15:58 Shemaroo Q1-FY27: Revenue down, EBITDA up despite market challenges. #SHEMAROO - 2 minutes ago
AI-curated filing alert · Not investment advice
23 Jul 15:53 ⭐ GACL reports record Q1 revenue, EBITDA surges 83%. #GUJALKALI - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 15:50 ⭐ CPCL's strong Q1 profit turnaround driven by higher margins. #CHENNPETRO - 43 seconds ago
AI-curated filing alert · Not investment advice
23 Jul 15:49 Dr. Reddy's re-appoints Directors and Auditors for governance continuity. #DRREDDY - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 15:46 NIIT Learning Systems releases audio recording of Q1 2026 analyst call. #NIITMTS - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 15:45 H.G. Infra transfers SPV stake, ceases to be subsidiary. #HGINFRA - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 15:39 ⭐ NITCO issues shares to promoter upon warrant conversion. #NITCO - 16 seconds ago
AI-curated filing alert · Not investment advice
23 Jul 15:38 ⭐ Usha Martin's credit rating upgraded; improved financial outlook. #USHAMART - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 15:35 Infosys submits Q1 2026 auditor reports for financial statements. #INFY - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 15:33 Senior Management Person (SMP) Mr. Chirag Negandhi resigns from JM Financial. #JMFINANCIL - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 15:14 ⭐ Q1FY27 growth driven by premiumization and strategic investments. #ABDL - 2 minutes ago
AI-curated filing alert · Not investment advice
23 Jul 15:11 ⭐ Strong Q1 growth in advances, deposits, and profit for Suryoday. #SURYODAY - 2 minutes ago
AI-curated filing alert · Not investment advice
23 Jul 15:09 ⭐ Fineotex Chemical posts strong Q1 FY27 results, driven by CrudeChem. #FCL - 3 minutes ago
AI-curated filing alert · Not investment advice
23 Jul 15:02 🏆 Asian Paints to host investor conference call on July 29, 2026. #ASIANPAINT - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 15:01 ABD shows steady Q1FY27 results, growing premiumization and international presence. #ABDL - 2 minutes ago
AI-curated filing alert · Not investment advice
23 Jul 14:56 ⭐ Orient Cement: Q1 results, 9.04% Vena Energy stake acquired. #ORIENTCEM - 3 minutes ago
AI-curated filing alert · Not investment advice
23 Jul 14:56 ⭐ Revenue down, but EBITDA margin up significantly for Indosolar. #WAAREEINDO - 3 minutes ago
AI-curated filing alert · Not investment advice
23 Jul 14:53 ⭐ Seshaasai Q1FY27: Revenue +21.1%, PAT +63.8%; Strong customer additions. #STYL - 2 minutes ago
AI-curated filing alert · Not investment advice
23 Jul 14:52 MBL Infrastructure Board approves Q1 2026 unaudited results. #MBLINFRA - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 14:48 🏆 Steelcast Limited Q1FY27 earnings call on July 30, 2026. #STEELCAS - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 14:48 ⭐ Prime Securities: Strong revenue, reduced loss, Trigen Wealth expands. #PRIMESECU - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 14:43 Q1 2026 financial results audio recording released online. #CORDELIA - 2 minutes ago
AI-curated filing alert · Not investment advice
23 Jul 14:43 ⭐ Kotak Mahindra Mutual Fund increases stake in South Indian Bank. #SOUTHBANK - 55 seconds ago
AI-curated filing alert · Not investment advice
23 Jul 14:41 ⭐ Leadership changes, Q1 FY27 results, subsidiary loan conversion approved. #3IINFOLTD - 49 seconds ago
AI-curated filing alert · Not investment advice
23 Jul 14:40 ⭐ Internal fraud detected at Servotech; inventory removed, invoices forged. #SERVOTECH - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 14:35 ⭐ Prime Securities Q1 FY27 PAT reverses loss, driven by strong revenues. #PRIMESECU - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 14:33 Ramco Systems reports Q1FY27 revenue, EBITDA, and new business wins. #RAMCOSYS - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 14:33 Nykaa appoints new statutory auditors for five-year term. #NYKAA - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 14:32 Karur Vysya Bank appoints new Chief General Manager. #KARURVYSYA - 44 seconds ago
AI-curated filing alert · Not investment advice
23 Jul 14:28 ⭐ Indiabulls Q1 FY27: strong PAT, zero-debt, growth across segments. #IBULLSLTD - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 14:26 ⭐ Strong Q1FY27: Revenue +21.1%, PAT +63.8% for Seshaasai Technologies. #STYL - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 14:21 Hariom Pipe Industries credit ratings updated: long-term stable, short-term maintained. #HARIOMPIPE - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 14:15 ⭐ Strong Q1FY27, zero net debt, substantial pipeline, high PAT margin. #IBULLSLTD - 51 seconds ago
AI-curated filing alert · Not investment advice
23 Jul 14:09 New auditors appointed, existing director re-appointed at Rajshree Sugars. #RAJSREESUG - 36 seconds ago
AI-curated filing alert · Not investment advice
23 Jul 14:05 Ramco Systems Q1 results and CFO change announced. #RAMCOSYS - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 14:03 Trident appoints Pardeep Markanday as CEO Yarn. #TRIDENT - 31 seconds ago
AI-curated filing alert · Not investment advice
23 Jul 14:00 Board approves Q1 FY2027 financial results; reflects past corporate actions. #IBULLSLTD - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 14:00 SURAJEST completes ₹70 Crore NCD issuance with final allotment. #SURAJEST - 4 minutes ago
AI-curated filing alert · Not investment advice
23 Jul 13:53 MedPlus Health Services Limited released its FY2025-26 sustainability report. #MEDPLUS - 51 seconds ago
AI-curated filing alert · Not investment advice
23 Jul 13:53 Meesho IPO proceeds utilization confirmed by Monitoring Agency. #MEESHO - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 13:52 ⭐ Major management reshuffle at Allied Blenders; new marketing chief appointed. #ABDL - 1 minute ago
AI-curated filing alert · Not investment advice
23 Jul 13:48 Q1 FY27 earnings call audio recording released by Solara Active Pharma. #SOLARA - 54 seconds ago
AI-curated filing alert · Not investment advice
23 Jul 13:47 ⭐ IIFL Capital's Q1FY27 results strong, Fairfax boosts stake. #IIFLCAPS - 44 seconds ago
AI-curated filing alert · Not investment advice
23 Jul 13:47 ⭐ Strong Q1 FY27 with significant AUM and PBT growth. #IIFLCAPS - 1 minute ago
AI-curated filing alert · Not investment advice
↑ top
The Dalal Street - Stock Market News Research
26 Jul 05:54 Q1 FY27 Results Snapshot | 24 July
Top Performers
- Sterlite Technologies (Blockbuster quarter)
- CreditAccess Grameen
- Laurus Labs
- Hindustan Zinc
- Atul (Strong margin expansion)
- Apar Industries
- Lodha Developers
- V-Mart Retail
- Dr. Lal PathLabs
- Greenply Industries
- Shriram Finance
- Grindwell Norton
- WPIL
Weak Quarters
- ACC
- REC
- Dalmia Bharat
- Shakti Pumps
- Container Corporation of India
- Jindal Steel
- Moschip Technologies
Mixed / Neutral
- CG Power
- Tata Consumer Products
- NTPC
- KFin Technologies
- SAIL
- Bank of Baroda
- SBI Cards
Key Takeaway
- Q1 FY27 showcased strong divergence across sectors. Specialty chemicals, healthcare, financials, retail and select industrials delivered standout performances, while cement, metals, power finance and select capital goods companies reported weaker or mixed results, reflecting stock-specific earnings trends rather than a broad-based slowdown.
26 Jul 05:22 **“Some gave their today so India could have its Tomorrow”
On **#KargilVijayDiwas**, we pay heartfelt tribute to brave soldiers whose courage, resilience and supreme sacrifice safeguarded India’s sovereignty
Their legacy inspires generations
Jai Hind Ki Sena! 🇮🇳**
26 Jul 05:17 PVR INOX | Q1 FY27 Concall Highlights
Management Commentary
- Optimistic on FY27 content pipeline.
- Regional cinema remains a key growth driver.
- Premium formats continue gaining traction.
- Targeting pre-COVID ROCE and margins.
- Focus on disciplined capital allocation.
Expansion Strategy
- FY27 guidance of 90–100 gross screens.
- Around 80 net screen additions planned.
- Asset-light FOCO model to drive expansion.
- Identified nearly 300 underserved cities.
- Focus on Tier-2 and Tier-3 markets.
Growth Drivers
- Strong Bollywood and Hollywood slate.
- Regional content driving occupancy.
- Premium formats boosting ticket prices.
- Food & beverage monetization improving.
- Alternate content expanding revenue streams.
- Premium experiences supporting ATP and SPH.
Operational Highlights
- Achieved first-ever ₹80 crore net cash position.
- Advertising revenue continues recovering.
- Cost optimization across rentals and manpower.
- Utilities efficiency initiatives continue.
- Renovation of existing properties planned.
- Strong balance sheet supports expansion.
Impact
- Positive.
- Strong content pipeline.
- Asset-light expansion.
- Premiumization continues.
- Net cash balance sheet.
- Long-term growth visibility.
Key Takeaway
- PVR INOX remains confident of sustained growth, supported by a strong FY27 content pipeline, premium cinema formats, an asset-light expansion strategy and a net cash balance sheet. Continued focus on operational efficiency, premiumization and new revenue streams positions the company for improved profitability and long-term value creation.
26 Jul 05:17 TRUMP DELAYS MAJOR MILITARY ESCALATION; U.S. NAVAL BLOCKADE CONTINUES
According to reports from __The New York Times__ and __Axios__, U.S. President Donald Trump has held off on authorizing a major military escalation for now. __Axios__ reported that Trump decided against ordering additional strikes on Friday, while U.S. Central Command (CENTCOM) said the naval blockade remains in place, maintaining military and economic pressure without expanding direct military action.
26 Jul 05:17 SBFC Finance | Q1 FY27 Results
Financial Performance
- AUM ₹11,922 crore (+27% YoY).
- Interest income ₹454 crore (+29.7% YoY).
- Total income ₹492 crore (+26.5% YoY).
- PPOP ₹216 crore (+34.4% YoY).
- PAT ₹130 crore (+29.0% YoY).
Business Highlights
- Secured MSME AUM ₹9,271 crore (+20% YoY).
- AUM mix: 78% Secured MSME.
- Gold loans contributed 22% of AUM.
- Disbursements remained stable at ₹809 crore.
- NIM improved to 10.68%.
Asset Quality & Profitability
- ROA remained strong at 4.53%.
- ROE improved to 14.73%.
- GNPA improved to 2.66%.
- NNPA declined to 1.55%.
- Opex-to-AAUM improved to 4.29%.
- Credit cost increased to 1.45%.
- 1+ DPD rose to 9.18%.
Impact
- Positive.
- Strong AUM growth.
- Healthy profitability.
- Margins improved further.
- Asset quality largely stable.
- Credit costs require monitoring.
Key Takeaway
- SBFC Finance delivered a healthy Q1 FY27 with strong AUM growth, robust profitability and industry-leading margins. While credit costs and early-stage delinquencies increased, stable asset quality, improving operating efficiency and a secured lending-focused portfolio support the company's long-term growth outlook.
26 Jul 05:17 3i Infotech | Order Update
Order Details
- Secured Facility Management Services (FMS) contract.
- Order awarded by ONGC Petro additions Limited (OPaL).
- Contract value ₹4.83 crore (excluding taxes).
- Contract tenure of 3 years.
- Effective from 1 August 2026 to 31 July 2029.
Scope of Work
- IT infrastructure support and maintenance.
- Non-IT infrastructure maintenance.
- End-user device management.
- Server and storage support.
- Network and security management.
- Communication systems maintenance.
- CCTV system support.
Impact
- Positive.
- Strengthens managed services portfolio.
- Enhances relationship with OPaL.
- Provides multi-year revenue visibility.
- Reinforces infrastructure services expertise.
Key Takeaway
- 3i Infotech has secured a three-year ₹4.83 crore contract from OPaL for comprehensive IT and facility management services. While the order size is modest, it strengthens the company's managed services business and adds stable, recurring revenue over the contract period.3i Infotech | Order Update
26 Jul 05:17 IDFC First Bank | Q1 FY27 Results
Financial Performance
- Total customer business ₹6,04,776 crore (+18.6% YoY).
- Loans & advances ₹2,97,834 crore (+20.6% YoY).
- Deposits ₹3,11,892 crore (+18.0% YoY).
- NII ₹5,972 crore (+21.1% YoY).
- Operating income ₹8,282 crore (+15.7% YoY).
- PPOP ₹2,553 crore (+14.0% YoY).
- PAT ₹1,075 crore (+132.4% YoY).
Business Highlights
- RAM loan book grew 18.2% YoY.
- Wholesale book increased 30.4% YoY.
- CASA deposits rose 25% YoY.
- CASA ratio improved to 50.8%.
- Fee & other income grew 22.9% YoY.
- Core operating profit increased 36.0% YoY.
Asset Quality & Profitability
- GNPA improved to 1.51%.
- NNPA declined to 0.44%.
- NIM improved to 5.96%.
- ROA increased to 1.06%.
- Cost-to-income ratio improved to 70.7%.
- Provisions declined 31.1% YoY.
- SMA-1 & SMA-2 remained stable at 0.77%.
Impact
- Positive.
- Strong loan growth.
- Healthy deposit franchise.
- Sharp profit recovery.
- Asset quality improved.
- Margins remained strong.
Key Takeaway
- IDFC First Bank delivered an excellent Q1 FY27 with robust growth across loans, deposits and profitability. Strong CASA traction, expanding margins, lower provisions and improving asset quality highlight the bank's strengthening operating performance and support a positive long-term outlook.
26 Jul 05:17 AU Small Finance Bank | Q1 FY27 Results
Financial Performance
- Gross loan portfolio ₹1,44,250 crore (+23% YoY).
- Gross advances ₹1,40,461 crore (+26% YoY).
- Deposits reached ₹1.58 lakh crore (+24% YoY).
- NII ₹2,695 crore (+32% YoY).
- Net total income ₹3,385 crore (+19% YoY).
- Core PPOP ₹1,426 crore (+41% YoY).
- PAT ₹796 crore (+37% YoY).
Business Highlights
- Disbursements surged 42% YoY.
- Secured portfolio grew 25% YoY.
- Unsecured portfolio increased 11% YoY.
- CASA deposits rose 22% YoY.
- CASA ratio improved to 29%.
- Core other income grew 33% YoY.
Asset Quality & Profitability
- NIM improved to 5.9%.
- ROA increased to 1.7%.
- ROE improved to 15.6%.
- GNPA declined to 2.10%.
- NNPA improved to 0.76%.
- Credit cost reduced to 0.8%.
- Slippages declined 22% YoY.
Impact
- Positive.
- Strong loan growth.
- Healthy deposit franchise.
- Robust profit growth.
- Asset quality improved.
- Credit costs moderated.
Key Takeaway
- AU Small Finance Bank delivered a strong Q1 FY27 with robust growth in advances, deposits and profitability, supported by improving margins, lower credit costs and better asset quality. Healthy disbursement momentum and a strengthening liability franchise position the bank well for sustained growth.
26 Jul 05:16 CENTCOM SAYS
WEST ASIA WAR UPDATE
US NAVAL BLOCKADE AGAINST IRAN REMAINS IN FULL EFFECT
REDIRECTED 12 COMMERCIAL SHIPS, DISABLED 2, AND BOARDED 2 FOR NON-COMPLIANCE
US FORCES COMPLETE VERIFICATION BOARDING OF COMOROS-FLAGGED M/T CHARMINAR IN ARABIAN SEA; TANKER CLEARED TO PROCEED
MOZAMBIQUE-FLAGGED M/T LAVINE DISABLED BY CENTCOM IN GULF OF OMAN AFTER REPEATED WARNINGS
DISABLED TANKER M/T LAVINE NO LONGER TRANSITING TO IRAN AFTER ATTEMPTING TO VIOLATE BLOCKADE
AMERICAN FORCES REMAIN HIGHLY VIGILANT AND READY TO ENFORCE BLOCKADE ENFORCEMENT MEASURES
26 Jul 05:16 STERLITE TECH: Q1 FY27 Concall Highlights
• Record revenue of ₹1,910 crore, up 87% YoY, with EBITDA rising 184% YoY to ₹397 crore and EBITDA margin at 20.8%.
• PAT touched a record ₹197 crore, already surpassing the company's full FY26 PAT.
• Record order inflow of ₹13,100 crore during Q1, taking the total order book to ₹18,618 crore.
• Data Center & Enterprise business contributed 21% of revenue in Q1 versus 1% in FY26, with management guiding for a 50% contribution in FY27.
• Optical connectivity attach rate improved to 16%, with a target of 25% by the end of FY27.
• AI-focused Neuralis portfolio continues to see strong traction with certified high-density connectivity solutions.
• Company became net debt-free after the ₹1,500 crore QIP, with proceeds largely used to repay debt.
• Continued technology leadership in Hollow Core Fiber and Multi-Core Fiber.
• Won a key European patent case, strengthening its intellectual property portfolio.
26 Jul 05:16 WHIRLPOOL INDIA: ANNOUNCES SENIOR MANAGEMENT CHANGES
• Abhish Jain appointed as Head – Financial Planning & Analysis (FP&A), effective July 27, 2026.
• He will report to the Executive Director & CFO and brings around 12 years of finance experience.
• Charu Aggarwal has been appointed Head – Commercial Finance and will continue reporting to the Executive Director & CFO.
• The changes are part of the company's finance leadership restructuring.
26 Jul 05:16 MAMATA MACHINERY: AHMEDABAD PLANT TEMPORARILY SHUT DUE TO FLOODING
• Manufacturing operations at the Ahmedabad plant have been temporarily suspended due to heavy rainfall and severe waterlogging.
• Water levels are receding, with operations expected to resume in the next few days.
• Company is assessing the impact on production and assets.
• All assets are insured, and the incident has been reported to the insurance company.
26 Jul 05:16 ACUTAAS CHEMICALS Q1 CONCALL Q&A: MARGINS & STRATEGIC OUTLOOK
• Management expects FY27 EBITDA margins to remain broadly in line with FY26 despite the strong Q1 performance.
• FY27 employee cost is expected to be around ₹150 crore, with capex of ₹50 crore for spillover projects and ₹40–45 crore for maintenance.
• Company is evaluating new land acquisition as existing pharma facilities are expected to reach full capacity by FY28.
• Battery and Semiconductor Chemicals are expected to contribute a higher share of revenue, while Pharma Intermediates' share may decline to around 80% over the next 3 years due to diversification.
• Management said the 10% stake allotted to ARV in the electrolyte subsidiary was to reward a long-term strategic business development partner.
26 Jul 05:16 ACUTAAS CHEMICALS Q1 CONCALL: CAPEX, EXPANSION & FY27 OUTLOOK
• Q1 capex stood at ₹56 crore, focused on Battery Chemicals, pilot plants, R&D and future pharma expansion.
• Pharma intermediates capacity is expected to reach full utilization by FY28, requiring further expansion.
• Management maintained FY27 revenue growth guidance of 25%.
• EBITDA margins are expected to remain broadly in line with FY26 despite a strong Q1.
• Company remains confident of achieving, and potentially exceeding, the ₹1,000 crore CDMO revenue milestone.
26 Jul 05:16 ACUTAAS CHEMICALS Q1 CONCALL: NEW GROWTH ENGINES ON TRACK
• Commercial supplies of Battery Chemicals have started after successful trial runs.
• Company targets full utilization of its 4,000 MT Battery Chemicals capacity within 3 years, with Phase-2 expansion on track for Q2 FY27.
• Semiconductor Chemicals (Indicam) plant construction is ahead of schedule and commissioning is expected by end-Q2 FY27.
• Semiconductor Chemicals business is expected to start contributing revenue from FY28, with peak utilization targeted in 3–4 years.
26 Jul 05:16 AUTHUM INVESTMENT: INCOME TAX SEARCH CONCLUDES
• Income Tax Department concluded its search proceedings on July 25, 2026.
• Company said it fully cooperated and provided all required documents and information.
• Management stated there is no material impact on operations, financials or business activities.
• Company will update exchanges after receiving further communication from the Income Tax Department.
26 Jul 05:16 RAGHAV PRODUCTIVITY ENHANCERS: WOS GETS 2 PATENTS FOR QUARTZ PROCESSING
• Wholly-owned subsidiary Raghav Productivity Solutions Pvt. Ltd. has received 2 patents from the Indian Patent Office.
• The patents cover advanced quartz processing technologies, including a Fine Cone Crusher method and a Multi-Deck Vibrating Screener System.
• Both patents are valid for 20 years from the filing date (13 Dec 2025).
• The technologies will support silica ramming mass production and strengthen the company's IP portfolio.
26 Jul 05:16 AMERICANS CHANGE GROCERY SHOPPING HABITS AFTER BIGGEST FOOD PRICE SURGE IN 50 YEARS
U.S. consumers are increasingly changing how they shop for groceries after experiencing the sharpest food price inflation in nearly five decades. Households are trading down to lower-cost brands, buying more private-label products, shopping across multiple retailers, purchasing in bulk, and reducing discretionary food spending to manage higher living costs.
26 Jul 05:16 🚆 HIRECT LIMITED – WINS FIRST VANDE METRO ORDER
• Secured its first development order from Indian Railways for the Vande Metro (Namo Bharat) trainset.
• Order value is approximately ₹60 Cr.
• Order will be executed within 21 months.
• This is a domestic order.
• The company confirmed there is no promoter/promoter group interest in the awarding entity, and the transaction is not a related-party transaction.
26 Jul 05:16 PRIVATE BANK CEO PAY GAP WITH PSU BANK CHIEFS WIDENS IN FY26
Compensation for CEOs of private sector banks continued to outpace that of public sector bank (PSU) chiefs in FY26. Performance-linked incentives, annual bonuses, and ESOPs remained the primary drivers of higher pay at private banks, while PSU bank chiefs received larger percentage salary increases from a lower base.
26 Jul 05:16 INDIA INC POSTS FASTEST REVENUE GROWTH IN 14 QUARTERS, BUT MARGINS COME UNDER PRESSURE
Indian corporates delivered their strongest revenue growth in 14 quarters, reflecting healthy domestic demand and resilient economic activity. However, higher input, employee, and operating costs compressed operating margins to an 11-quarter low, even as net profit rose 10.86% year-on-year.
26 Jul 05:16 𝗤𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗥𝗲𝘀𝘂𝗹𝘁𝘀 𝗧𝗼𝗱𝗮𝘆! 📈
📅 𝗗𝗮𝘁𝗲: 26 Jul, 2026
📋 𝗖𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀:
- SMC Global Securities Ltd
- Kati Patang Lifestyle Ltd
26 Jul 05:16 TRUMP SLAPPED NEW TARIFFS ON 60 COUNTRIES OVERNIGHT AND GLOBAL MARKETS ARE CRASHING. BRENT CRUDE IS AT USD 95.
26 Jul 05:16 TRUMP HALTS PLANNED IRAN STRIKES
As soon as Crude goes above $100 bbl .. KHELA HOBE!
Trump reportedly ordered the U.S. military not to carry out planned strikes on Iran on Friday, despite having previously approved attack plans, according to Axios.
The decision came hours after Oman-mediated talks resumed over reopening the Strait of Hormuz, with reports suggesting negotiations have made progress.
Crude down 14% from peak this week!
26 Jul 05:16 IRAN'S SUPREME LEADER SAYS TRUMP'S SIGNATURE IS "WORTHLESS," THREATENS "UNFORGETTABLE LESSONS" FOR US
26 Jul 05:16 GULF STATES CONDEMN IRANIAN ATTACKS ON BAHRAIN, KUWAIT, QATAR, AND JORDAN AS DANGEROUS ESCALATION THREATENING REGIONAL SECURITY
26 Jul 05:16 TRUMP SAYS IRAN IS "MOST SERIOUS" IN NUCLEAR TALKS BUT WARNS US REMAINS "LOCKED AND LOADED"
26 Jul 05:16 FRANCE DECLARES NATIONAL CRISIS AS HISTORIC WILDFIRES FORCE 110,000 TO FLEE, EU ACTIVATES CIVIL PROTECTION MECHANISM
26 Jul 05:16 SAUDI ARABIA IS NOW BOMBING YEMEN. HOUTHIS ARE ATTACKING SAUDI SHIPS. US IS AT WAR WITH IRAN. THE ENTIRE MIDDLE EAST IS ON FIRE AND THE WORLD HAS NO EXIT PLAN.
26 Jul 05:16 Ukrainian President Volodymyr Zelenskyy has publicly alleged that Russia is helping Iran direct missile and drone strikes in the Middle East by providing satellite intelligence.
26 Jul 05:16 TRUMP SWITCHED FROM QATAR-GIFTED JET TO AIR FORCE ONE OVER CREDIBLE IRANIAN MISSILE THREAT: REPORT
26 Jul 05:16 IRAN'S IRGC CLAIMS 11 U.S. AIRCRAFT DESTROYED, INCLUDING F-15 JETS AND HELICOPTERS, IN PAST 15 DAYS
26 Jul 05:16 IRAN CLAIMS $18 BILLION IN OIL SALES SINCE WAR BEGAN, DEFYING SANCTIONS AND NAVAL BLOCKADES
26 Jul 05:16 IRAN SAYS FORDOW NUCLEAR SITE IS "CURRENTLY EMPTY," WARNS US STRIKE WILL FAIL AND RESPONSE WON'T BE LIMITED TO MILITARY ACTION
26 Jul 05:16 TRUMP DELAYS MAJOR MILITARY ESCALATION; U.S. NAVAL BLOCKADE CONTINUES
According to reports from The New York Times and Axios, U.S. President Donald Trump has held off on authorizing a major military escalation for now. Axios reported that Trump decided against ordering additional strikes on Friday, while U.S. Central Command (CENTCOM) said the naval blockade remains in place, maintaining military and economic pressure without expanding direct military action.
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25 Jul 18:16 27,000 kg waste cleared from Jantar Mantar protest site, up from 15,000 kg a day before: NDMC
25 Jul 18:15 GLOBAL M&A HITS RECORD! $3.1 trillion in H1 2026 - Surpasses 2021 peak!
25 Jul 18:15 UN CHIEF ALARMED AS HOUTHI THREATS RISK WIDENING MIDEAST CONFLICT, DRAWING YEMEN DEEPER
25 Jul 18:15 ICC'S CHIEF PROSECUTOR KARIM KHAN HAS BEEN REMOVED FROM OFFICE BY MEMBER STATES. THE MAN WHO ISSUED ARREST WARRANTS FOR NETANYAHU AND PUTIN IS NOW OUT OF A JOB OVER PERSONAL MISCONDUCT ALLEGATIONS
25 Jul 18:15 COVID-19 RETURNS: ANDHRA PRADESH REPORTS 10 NEW CASES IN SINGLE DAY, ACTIVE TALLY RISES TO 49
25 Jul 18:15 OFFICE LEASING SURGE! 59% from large deals - India's real estate market H1 2026!
25 Jul 18:15 STARTUP GOLD RUSH! 70 companies seeking Rs 1,500 crore - ASSOCHAM Connect 2.0!
25 Jul 18:15 TELANGANA CM WANTS 21 VOTING AGE! Lower poll eligibility to 21 for MLA/MP polls - Gen Z empowerment!
25 Jul 17:20 DELHI METRO IS FULLY OPERATIONAL AGAIN AFTER BEING SHUT DURING TODAY'S PROTESTS
25 Jul 17:20 US AND UK PLAN HIGH-LEVEL TALKS ON FORMING COALITION TO PROTECT SHIPPING IN THE STRAIT OF HORMUZ
25 Jul 17:20 US-IRAN CONFLICT ESCALATES AS AIRSTRIKES EXPAND, OIL PRICES SURGE TO $100 PER BARREL
25 Jul 17:20 "SUMMER OF CHAOS": EUROPE GRAPPLES WITH DEVASTATING WILDFIRES AS FRANCE EVACUATES 40,000 AND SPAIN DECLARES NATIONAL EMERGENCY
25 Jul 17:20 CENTRE TO INTRODUCE STRICTER PAPER LEAK BILL ON JULY 27 AS CJP CALLS OFF PROTEST
25 Jul 17:20 WEST BENGAL POSTS 9.91% GSDP GROWTH IN 2024-25, YET REVENUE DEFICIT REMAINS: CAG
25 Jul 17:20 NEW MSME POLICY ON THE CARDS IN HARYANA, EXPORT FREIGHT SUBSIDY LIMIT TRIPLED TO ₹30 LAKH
25 Jul 17:04 Government is set to issue an RFP to private Indian firms for the PRODUCTION of the DRDO-developed Astra Mk-2, a 180–200 km beyond-visual-range air-to-air missile
25 Jul 17:04 Mamata Banerjee claims that Dharmendra Pradhan resigned today to stop her from going to Delhi.
She also claims BJP is scared of her and is trying to stop her from coming to Delhi.
25 Jul 17:04 🚨 DHURANDHAR BREAKING ALL RECORDS!
Dhurandhar is now Netflix's MOST-WATCHED non-English film of 2026 with 37 MILLION views.
— Netflix's biggest-ever first half in India.
25 Jul 17:04 Massive infra push for Varanasi.
PM Narendra Modi Govt approves ₹14,447.64 Cr for the 46 km, 6-lane Ganga Elevated Corridor.
Connecting NH-19 with the Varanasi Ring Road, this project is set to redefine urban transit along the Ganga.
25 Jul 17:04 🚨Delhi High Court has allowed an NGO to pursue a compensation recovery case for damage to public and private property by CJP protesters.
Those responsible for vandalism should be held liable to compensate for the losses.
25 Jul 16:58 📢 3I INFOTECH – WINS OPaL FACILITY MANAGEMENT SERVICES CONTRACT
• Secured a service order from ONGC Petro additions Limited (OPaL) for Facility Management Services (FMS) and Annual Maintenance Contract (AMC) services.
• Contract covers managed support and maintenance for IT & non-IT infrastructure, including end-user devices, servers, storage, networks, security systems, communication systems and CCTV across OPaL locations.
• Contract duration is 3 years, from 1 August 2026 to 31 July 2029.
• Total contract value is approximately ₹4.83 Cr (excluding applicable taxes).
25 Jul 16:58 PVR INOX Q1 FY27 Concall Highlights
• 📺 Advertising revenue continues to recover and may take another year to exceed pre-COVID levels.
• ⚽ Alternate content such as sports, concerts and live events is emerging as a meaningful revenue stream.
• 🍔 Focus remains on increasing monetization through food courts and other in-cinema experiences.
• 💺 Premium cinema experiences continue to see strong consumer demand.
• 📈 Average Ticket Price (ATP) and Spend Per Head (SPH) are expected to remain healthy through premiumization.
• 🎬 Management believes cinema demand remains robust when supported by quality content.
• ✅ Balance sheet transformation has created significant strategic flexibility.
• 🚀 Asset-light expansion and a strong content pipeline support long-term growth.
• 💰 Management remains focused on disciplined capital allocation while maximizing returns from existing assets.
25 Jul 16:58 PVR INOX Q1 FY27 Concall Highlights
• 🎯 Management aims to return to pre-COVID ROCE and margin levels.
• ⚙️ Continued focus on cost optimization across rentals, manpower and utilities.
• 📈 Premium ticket pricing and higher food & beverage sales are expected to remain key margin drivers.
• 📺 Advertising revenue continues to recover but may take another year to surpass pre-COVID levels.
• ⚽ Alternate content such as sports, concerts and live events is emerging as a meaningful revenue stream.
• 🍔 Company remains focused on increasing monetization through food courts and other in-cinema experiences.
25 Jul 16:58 PVR INOX Q1 FY27 Concall Highlights
• 🎬 Management remains optimistic on the FY27 content pipeline with major Bollywood, regional and Hollywood releases.
• 🌍 Regional cinema continues to outperform and is expected to remain a key growth driver.
• ⭐ Premium formats like IMAX, 4DX and Luxe continue to support higher ticket prices and profitability.
• 🏗️ Company maintained guidance to open 90–100 gross screens (around 80 net additions) in FY27.
• 🏙️ Expansion will largely follow the asset-light FOCO model to reduce capital intensity.
• 🌏 Nearly 300 underserved Tier-2 and Tier-3 cities have been identified for future expansion.
• 💵 Achieved its first-ever net cash position of ₹80 crore.
• 📈 Strong balance sheet provides flexibility for new screen expansion, renovation of existing properties and potential shareholder returns, though no decision on buybacks has been taken.
25 Jul 16:58 🟢 FINEOTEX CHEMICAL Q1 FY27 Concall Highlights
• 🧪 Textile chemicals business slowdown is seasonal and temporary.
• 🌏 Growth is expected from higher exports, Bangladesh expansion and international trade exhibitions.
• 🌱 Focus remains on sustainable and high-performance specialty textile chemicals.
• 💰 Strong cash-positive balance sheet provides flexibility for strategic acquisitions, capacity expansion, and continued investment in R&D and new products.
• ✅ Management said CCT integration continues to exceed expectations.
• 📈 Higher capacity utilization and international expansion remain the key growth drivers.
• 💪 Company remains confident of sustaining long-term growth through specialty chemicals, operational efficiencies and selective acquisitions.
25 Jul 16:58 🟢 FINEOTEX CHEMICAL Q1 FY27 Concall Highlights
• 🧪 Textile chemicals business slowdown is seasonal and temporary.
• 🌏 Growth is expected to improve through higher exports, Bangladesh expansion and participation in international trade exhibitions.
• 🌱 Focus remains on sustainable and high-performance specialty textile chemicals.
• 🛢️ Management said the business is not directly linked to crude oil prices.
• ⛽ Demand for oilfield chemicals depends mainly on production activity rather than short-term crude oil price movements.
25 Jul 16:58 🟢 FINEOTEX CHEMICAL Q1 FY27 Concall Highlights
• 🚀 CCT to be the key growth driver, with a target of US$200 million revenue by FY28.
• 🏭 Texas plant is operating at 63% utilization on a single shift and can nearly double output by adding a second shift with minimal capex.
• 🌍 Expansion has started beyond the US with exports to Canada and a specialty chemicals order linked to Saudi Aramco.
• 📈 Focus remains on increasing capacity utilization, expanding the customer base and launching higher-value specialty products.
• 🤝 Company is evaluating strategic acquisitions to accelerate growth.
• 💰 Management continues to target ~18% EBITDA margin over the medium term.
• ⚖️ No fixed quarterly margin guidance due to changes in product mix.
• ✅ Gross margins remain supported by the company's ability to pass on raw material cost increases to customers.
25 Jul 15:32 Union Cabinet Minister Pralhad Joshi has been assigned the additional charge of the Union Ministry of Education.
25 Jul 15:14 Manish Sisodia’s Jantar Mantar visit backfires as students demand answers on Punjab paper leaks instead of celebrating the Pradhan's resignation.
25 Jul 15:14 **CJP ANNOUNCES TO END THE PROTEST.
The CJP has requested that all students and supporters peacefully return home, marking the end of the weeks-long stand-off.**
25 Jul 15:14 **"Education Minister Pradhan's resignation is a victory for Rahul Gandhi."
~ Congress UP President Ajay Rai**
25 Jul 15:13 President Droupadi Murmu, as advised by the Prime Minister, has accepted the resignation of Dharmendra Pradhan.
Further, as advised by the Prime Minister, the President has directed that Pralhad Joshi, Cabinet Minister, be assigned the charge of the Ministry of Education, in addition to his existing portfolio.
25 Jul 15:13 **VEDANT FASHIONS LIMITED – INVESTOR PRESENTATION (JULY 2026)
👑 Brand Portfolio
**
• Manyavar: India's leading branded men's wedding and celebration wear brand, known for its premium positioning, uniform pricing, and no-discount strategy.
• Mohey: Women's wedding and celebration wear brand leveraging Manyavar's extensive retail network and strong brand recall.
• Twamev: Premium ethnic wear brand for men and women, catering to the luxury celebration wear segment.
• Diwas: Focused on festive and celebration wear, offering stylish traditional outfits.
• Mebaz: Strong regional ethnic wear brand in South India, now expanding into the broader all-occasion wear market.
🚀 **Growth Strategy
**
• Up-selling & Cross-selling: Increasing average customer spending by offering complementary products across brands.
• Retail Expansion: Continuing to open new stores across India while selectively expanding overseas.
• Brand Building: Investing in targeted marketing campaigns to strengthen customer engagement and brand recall.
• Disciplined Acquisitions: Evaluating acquisition opportunities carefully while maintaining capital allocation discipline.
⭐ Key Takeaways
• Revenue, EBITDA, and PAT recorded healthy YoY growth.
• Gross margins remained among the highest in the apparel industry.
• Retail network continued to expand with 501 EBOs and 14 international stores.
• Positive same-store sales growth reflects sustained consumer demand.
• The company remains focused on premium branding, profitable growth, and disciplined expansion.
25 Jul 15:13 **VEDANT FASHIONS LIMITED – INVESTOR PRESENTATION (JULY 2026)
🛍️ Operational Performance
**
• Retail Sales (Customer Sales): Increased 3.4% YoY, indicating steady consumer demand despite a challenging retail environment.
• Domestic Same-Store Sales Growth (SSSG): Grew 3.8% YoY (excluding SIS & International stores), showing existing stores continued to deliver positive growth.
🏬 **Retail Footprint (As of June 2026)
**
• Exclusive Brand Outlets (EBOs): Expanded to 501 stores across 205 cities & towns in India, covering 1.67 million sq. ft. of retail space (excluding SIS & International stores).
• Shop-in-Shops (SIS): Presence across 136 doors in 103 cities, strengthening reach through large-format retail partners.
• International Stores: Operates 14 stores globally, expanding the brand's international presence.
25 Jul 15:13 **VEDANT FASHIONS LIMITED – INVESTOR PRESENTATION (JULY 2026)
**
**💰 Key Financial Highlights (Q1 FY27 vs Q1 FY26)
**
• Revenue from Operations: Increased by 7.2% YoY to ₹301.4 Cr, reflecting healthy demand across its branded ethnic wear portfolio.
• Gross Profit: Grew 5.2% YoY to ₹197.9 Cr, supported by strong product mix and premium pricing.
• Gross Margin: Remained robust at 65.7%, highlighting the company's strong brand positioning and pricing power.
• EBITDA: Increased 10.8% YoY to ₹134.5 Cr, driven by revenue growth and disciplined cost management.
• EBITDA Margin: Improved to 44.6%, demonstrating continued operational efficiency.
• Profit After Tax (PAT): Rose 14.7% YoY to ₹80.6 Cr, outpacing revenue growth due to higher profitability.
• PAT Margin: Stood at a healthy 26.7%, reflecting strong earnings quality.
25 Jul 15:13 Women-led investing communities are emerging as a notable force behind India’s retail investing boom, reshaping how first-time investors learn, invest, and build wealth.
Traditionally, Indian women preferred bank deposits, gold, insurance, and real estate. However, greater financial awareness, easy access to digital brokerage platforms, higher workforce participation, and widespread financial content on social media have encouraged more women to invest directly in equities and mutual funds.
25 Jul 15:13 KESAR INDIA: WOS ACQUIRES COMMERCIAL OFFICE IN HYDERABAD
• Wholly-owned subsidiary Kesar Infraventures Pvt. Ltd. acquired a premium commercial office in Ameerpet, Hyderabad.
• Office area is around 7,725 sq. ft. with 6 dedicated car parking spaces.
• Property is located at Aditya Trade Centre, Aditya Enclave, Ameerpet, strengthening the company's presence in South India.
• Acquisition is part of the company's strategy to expand its commercial real estate portfolio across high-growth metro markets.
• Management said the acquisition will support portfolio diversification and create long-term value for shareholders.
25 Jul 15:13 AU SMALL FINANCE BANK Q1 FY27 MANAGEMENT HIGHLIGHTS
• Economy remained resilient despite geopolitical tensions, currency volatility and tight liquidity conditions.
• Credit demand stayed healthy, with another quarter of strong operating performance and focus on asset quality.
• Continued to strengthen customer relationships, expand secured lending and invest in technology while maintaining prudent risk management.
• Strong capital position and healthy liquidity support sustainable long-term growth and the transition towards a Universal Bank.
• Growth in deposits, advances and profitability reflects investments made over the last two years in distribution, technology, products and talent.
• Management said earnings quality continues to improve, driven by franchise strength and disciplined execution.
• Confident that strong capital, liquidity, underwriting and a diversified franchise will support future growth.
Leadership Update
• Board approved the elevation of Yogesh Jain, currently COO, as Deputy CEO, effective July 25, 2026.
• He will continue to report to the MD & CEO and remain part of the Senior Management Personnel (SMP).
25 Jul 15:13 FIVE-STAR BUSINESS FINANCE Q1 FY27 RESULTS
• Net Profit: ₹271 Cr ▲2% YoY ▲1% QoQ
• NII: ₹636 Cr ▲10% YoY ▲4% QoQ
25 Jul 15:13 VEDANT FASHIONS Q1 FY27 RESULTS
• Net Profit: ₹80.61 Cr ▲14.74% YoY ▼29.47% QoQ
• Revenue: ₹301.37 Cr ▲7.17% YoY ▼24.55% QoQ
• EBITDA: ₹130.99 Cr ▲8.62% YoY ▼26.75% QoQ
• EBITDA Margin: 43.47% vs 42.88% YoY vs 44.77% QoQ
25 Jul 15:13 ZEN TECHNOLOGIES Q1 FY27
Net Profit: ₹34.46 Cr | -27.83% YoY | +9.29% QoQ
Revenue: ₹141.64 Cr | -10.48% YoY | -20.47% QoQ
EBITDA: ₹38.72 Cr | -40.15% YoY | -24.06% QoQ
EBITDA Margin: 27.34% vs 40.89% YoY | 28.63% QoQ
25 Jul 15:13 AU SFB MGMT Q1 CONCALL
EARNINGS REPORT CARD
On Track To Add Over 100 Branches This Year
Remain Focused On Strengthening Liability Franchise
Focused On Making Commercial Banking Business Self-Funded
Focused On Increasing Penetration Of Transaction Banking
Focused On Tech-Led Operations Efficiencies, Overhead Control
To Strengthen Core Lending Business, Have Robust Risk Management
25 Jul 15:13 CJP PROTEST CALLED OFF
CJP CALLS OFF PROTEST AS GOVT AGREES TO ALL 4 DEMANDS
MINISTER OF HEALTH JP NADDA SAYS:
This Is The Third Round Of Talks Today, We Had A Detailed Discussion
FIR Against The Protestors Will Be Taken Back And No Further Action Will Be Taken Against Them
Whatever Maximum Compensation Will Be Possible, It Will Be Given To Them
25 Jul 15:13 IDFC FIRST BANK
Approves Raising Up To Rs 7,500 Cr Via Equity
Approves Raising Up To Rs 12,500 Cr Via Debt
Fundraise Will Be Done In One Or More Tranches
25 Jul 15:13 Cockroach Janata Party withdraws its agitation over NEET paper leak controversy
CJP's Saurav Das says, "Cockroach Janta Party declares that we withdraw the agitation in good faith, with the understanding that the agreed-upon terms will be executed within the agreed-upon timelines."
25 Jul 15:13 Centre agrees to 2 more demands, says CJP in joint press meet
"Government has assured to withdraw FIRs, no action against CJP protesters in future": CJP-Centre joint press briefing
25 Jul 15:13 EPPELTONE ENGINEERS: ₹39.24 Cr Meter Installation Order
• A ₹39.24 Cr order for meter installation services has been received.
• The order was awarded by a domestic entity.
• The scope of work includes the execution of meter installation services.
• The order is scheduled for execution by October 2027.
• This is not a related-party transaction; the awarding entity holds no promoter or group company interest.
25 Jul 15:13 IDFC FIRST Q1 :
NIMs AT 5.96 % V 5.93 % QOQ
FRESH SLIPPAGES DOWN 2 % TO 1736 CR QOQ
25 Jul 15:13 SBFC FINANCE Q1 FY27 HIGHLIGHTS
• Operating Profit: ₹216 Cr ↑7% (QoQ)
• Gross NPA: 2.66% vs 2.61% (QoQ) ↑5 bps
• Net NPA: 1.55% vs 1.54% (QoQ) ↑1 bp
• AUM: ₹9,271 Cr ↑4% (QoQ), ↑27% (YoY)
• Disbursements: ₹809 Cr ↑3% (QoQ), Flat (YoY)
25 Jul 12:00 ABHA POWER & STEEL: BAGS ₹2.24 CRORE RAILWAY OEM ORDER 🚆
• 🏭 Secured a new ₹2.24 crore order from a reputed Railway OEM
• ⚙️ Order is for the supply of castings under standard delivery, inspection and quality approval terms
• 🇮🇳 Domestic order, scheduled to be executed by August 31, 2026
• 📦 Company's total order book stands at ~₹18.50 crore as of July 25, 2026
• 📈 Order reflects the company's growing presence in the railway sector and efforts to expand market share
🟢 Impact: Positive (Strengthens order book and supports revenue visibility.)
25 Jul 12:00 LAURUS LABS: NCLT FIXES SEPTEMBER 10 HEARING FOR RESTRUCTURING SCHEME ⚖️
• 🏛️ NCLT Amaravati has directed Laurus Labs and its subsidiaries to serve notice of the scheme hearing to regulators and other stakeholders
• 🔄 The scheme involves: • Demerger of Unit-1 business of Laurus Synthesis Pvt. Ltd. into Sriam Labs Pvt. Ltd. • Amalgamation of the remaining Laurus Synthesis business with Laurus Labs Ltd.
• 📅 NCLT has fixed September 10, 2026 as the next hearing date to consider the composite scheme of arrangement
• 📢 The disclosure is part of the ongoing regulatory process for implementation of the restructuring
🟢 Impact: Neutral to Positive (This is a procedural regulatory milestone that moves the internal restructuring process forward but does not constitute final approval.)
25 Jul 12:00 SBFC Q1 : OPERATING PROFIT UP 7 % TO 216 CR QOQ
GROSS NPA AT 2.66 % V. 2.61 % QOQ
NET NPA AT 1.55 % V 1.54 % QOQ
AUM UP 4 % TO 9,271 CR QOQ, UP 27 % YOY
DISBURSEMENT UP 3 % TO 809 CR QOQ , FLAT YOY
25 Jul 12:00 SARDA ENERGY: ₹300 CRORE GREEN CAPEX APPROVED 🌱⚙️
• 🏭 Wholly-owned subsidiary Sarda Metals & Alloys Ltd. has approved a ₹300 crore CAPEX
• ♻️ Investment will be used to install a Waste Heat Recovery Power (WHRP) Plant
• 🧱 CAPEX also includes expansion of the Mineral Wool manufacturing facility
• 📍 The expansion will be carried out at the company's existing Vizianagaram plant
• 🌿 The investment is part of the group's green initiative, aimed at improving energy efficiency and expanding manufacturing capacity
🟢 Impact: Positive (The CAPEX strengthens sustainable operations, enhances production capacity and supports long-term growth.)
25 Jul 12:00 ZYDUS LIFE ; Due to torrential rain and water logging in Ahmedabad for last two days, as recautionary measure of the operations had been temporarily suspended at the Company's facilities located in Ahmedabad zone.
As the weather condition started improving the Company has started to resume operations at these sites
25 Jul 12:00 MARUTI GLOBAL INDUSTRIES: RECEIVES ₹5.9 CRORE SUB-CONTRACT WORK ORDER 🏗️📑
• 📝 Received a sub-contract work order worth approximately ₹5.9 crore from MSN Laboratories Private Limited
• 🏭 The order involves construction of structural works, retaining walls, fabrication and related works
• 🇮🇳 The contract has been awarded by a domestic entity in the ordinary course of business
• ⏳ Execution timeline will be as per the terms of the work order
• 📈 The company expects the order to contribute positively to its operational performance
🟢 Impact: Positive (The new order strengthens the company's order book and supports revenue visibility.)
25 Jul 12:00 MERCURY LABORATORIES Q1 FY27 ST NET PROFIT DOWN 69.22% AT ₹0.30 CR (YOY), DOWN 75.70% (QOQ)
REVENUE DOWN 11.98% AT ₹15.96 CR (YOY), DOWN 21.91% (QOQ)
EBITDA DOWN 49.40% AT ₹1.19 CR (YOY), DOWN 41.59% (QOQ)
MARGINS 7.46% V 12.99% (YOY), V 9.98% (QOQ)
25 Jul 12:00 IDFC FIRST Q1 : Ceo says "At the core, we are building a high-quality banking institution with high governance standards. We are seeing strong business momentum.
We are happy to share that our asset quality continues to improve with Gross NPA of 1.51% and net NPA of 0.44%.
Our provisions as a % of loans continues to come down.
During this quarter we got CGFMU claim of Rs 515 crores. We created a provision of Rs. 515 crore on a prudent basis towards any possible impact of monsoon or fuel prices volatility in the rest of the year.
Finally, we believe the benefits of investments we have been making in building the bank have started playing out in operating leverage improving our PAT to Rs. 1.075 crore in Q1FY27. ROA crossed 1%"
25 Jul 11:12 IDFC First Bank Ltd Q1FY27 Results:-
Standalone*
PPOP 2552.57 Cr vs 2239.37 Cr
(+13.99% YoY┃+141.14% QoQ)
PBT 1408.69 Cr vs 580.25 Cr
(+142.77% YoY┃+644.16% QoQ)
PAT 1074.96 Cr vs 462.57 Cr
(+132.39% YoY┃+237.04% QoQ)
Provisions 1143.88 Cr vs 1659.12 Cr
(-31.06% YoY┃+31.60% QoQ)
GNPA 1.51% vs 1.97% YoY & 1.61% QoQ
NNPA 0.44% vs 0.55% YoY & 0.48% QoQ
Consolidated*
PAT 1147.82 Cr vs 453.47 Cr
(+153.12% YoY┃+247.15% QoQ)
25 Jul 11:12 Essen Speciality Films Limited (SME) Q1FY27 Results:-
Revenue 31.65 Cr vs 41.16 Cr
(-23.10% YoY┃-1.46% QoQ)
EBITDA 0.58 Cr vs 3.52 Cr YoY & -11.39 Cr QoQ
(-83.64% YoY)
EBITDA Margin 1.82% vs 8.56% YoY & -35.46% QoQ
PBT Ex-Exceptional Items
-0.36 Cr vs +2.28 Cr YoY & -11.04 Cr QoQ
PAT +0.36 Cr vs +1.78 Cr YoY & -8.80 Cr QoQ
(-79.61% YoY)
Other Income 0.61 Cr vs 0.63 Cr YoY & 0.53 Cr QoQ
Last Q4 Exceptional Gain of 0.67 Cr
25 Jul 11:12 SBFC Finance Ltd Q1FY27 Results:-
Total Revenue 491.46 Cr vs 388.44 Cr
(+26.52% YoY┃+8.24% QoQ)
PBT 174.12 Cr vs 135.71 Cr
(+28.30% YoY┃+6.09% QoQ)
PAT 130.12 Cr vs 100.89 Cr
(+28.97% YoY┃+5.99% QoQ)
GNPA 2.66% vs 2.78% YoY & 2.61% QoQ
NNPA 1.55% vs 1.57% YoY & 1.54% QoQ
25 Jul 11:12 Prudent Corporate Advisory Services Ltd Q1FY27 Results:-
Total Revenue 347.63 Cr vs 293.76 Cr
(+18.34% YoY┃-3.59% QoQ)
EBITDA 89.07 Cr vs 67.26 Cr
(+32.42% YoY ┃-4.23% QoQ)
EBITDA Margin 25.62% vs 22.90% YoY & 25.79% QoQ
PBT 100.23 Cr vs 69.59 Cr
(+44.04% YoY┃+27.16% QoQ)
PAT 74.76 Cr vs 51.78 Cr
(+44.38% YoY┃+26.47% QoQ)
Other Income 20.83 Cr vs 10.27 Cr YoY & -4.68 Cr QoQ
25 Jul 11:12 Seshasayee Paper and Boards Ltd Q1FY27 Results:-
Revenue 492.08 Cr vs 385.40 Cr
(+27.68% YoY┃-16.86% QoQ)
EBITDA 43.91 Cr vs 21.31 Cr
(+106.05% YoY ┃+86.14% QoQ)
EBITDA Margin 8.92% vs 5.53% YoY & 3.99% QoQ
PBT 43.44 Cr vs 21.44 Cr
(+102.61% YoY┃+35.54% QoQ)
PAT 31.91 Cr vs 15.43 Cr
(+106.80% YoY┃+22.50% QoQ)
Other Income 11.89 Cr vs 13.56 Cr YoY & 11.63 Cr QoQ
25 Jul 11:12 Birla Corporation Ltd Q1FY27 Results:-
Revenue 2646.45 Cr vs 2454.22 Cr
(+7.83% YoY┃-6.69% QoQ)
EBITDA 342.26 Cr vs 346.73 Cr
(-1.29% YoY ┃-32.93% QoQ)
EBITDA Margin 12.93% vs 14.13% YoY & 17.99% QoQ
PBT Ex-Exceptional Items 155.70 Cr vs 177.38 Cr
(-12.22% YoY┃-55.88% QoQ)
PAT 115.73 Cr vs 119.57 Cr
(-3.21% YoY┃-60.74% QoQ)
Other Income 22.96 Cr vs 31.94 Cr YoY & 38.95 Cr QoQ
Last Q4 Exceptional Gain of 27.59 Cr
25 Jul 11:12 Exxaro Tiles Limited Q1FY27 Results:-
Revenue 85.22 Cr vs 64.93 Cr
(+31.26% YoY┃-14.70% QoQ)
EBITDA 6.97 Cr vs 6.12 Cr
(+14.03% YoY ┃+22.37% QoQ)
EBITDA Margin 8.18% vs 9.42% YoY & 5.70% QoQ
PBT Ex-Exceptional Items 2.58 Cr vs 1.10 Cr
(+134.05% YoY┃+493.27% QoQ)
PAT 2.07 Cr vs 0.81 Cr
(+156.09% YoY┃+950.58% QoQ)
Other Income 0.75 Cr vs 0.04 Cr YoY & 0.31 Cr QoQ
25 Jul 09:23 He says in a post on X: "Considering that anti-national forces should not take advantage of the situation that has arisen at #JantarMantar and across the country, that the unity of the nation remains intact, that the future of no student in India gets entangled in legal complexities, and that our children invest their time in studying and focusing on building their careers—with these thoughts in mind, I have submitted my resignation to the Honorable Prime Minister".
25 Jul 09:16 PRUDENT CORP Q1 FY27 : CONS. NET PROFIT UP 26.47% AT 74.76 CR (QOQ) , UP 44.38% (YOY)
REVENUE DOWN 3.59% AT 347.63 CR (QOQ) , UP 18.34% (YOY)
EBITDA DOWN 4.23% AT 89.08 CR (QOQ) , UP 32.44% (YOY)
MARGINS AT 25.63% V 25.80% (QOQ) , V 22.90% (YOY)
25 Jul 09:16 BIRLA CORPORATION Q1 FY27 NET PROFIT DOWN 3.2% AT ₹115.73 CR (YOY), DOWN 60.7% (QOQ)
REVENUE UP 7.8% AT ₹2,646.45 CR (YOY), DOWN 6.7% (QOQ)
EBITDA DOWN 6.0% AT ₹365.22 CR (YOY), DOWN 21.4% (QOQ)
MARGINS 13.80% V 15.94% (YOY), V 16.62% (QOQ)
25 Jul 09:16 SESHASAYEE PAPER Q1 FY27 CO NET PROFIT UP 106.8% AT ₹31.91 CR (YOY), UP 22.5% (QOQ)
REVENUE UP 27.7% AT ₹492.08 CR (YOY), DOWN 16.9% (QOQ)
EBITDA UP 106.1% AT ₹43.91 CR (YOY), UP 86.1% (QOQ)
MARGINS 8.93% V 5.53% (YOY), V 3.99% (QOQ)
25 Jul 09:16 AU SMALL Q1 : GROSS NPA UP 7 % TO 2948 CR QOQ
NET NPA UP 7 % TO 1059 CR QOQ
25 Jul 09:16 AU SMALL Q1 : GROSS NPA AT 2.1 % V 2.03 % QOQ
NET NPA AT 0.76 % V 0.74 % QOQ
25 Jul 09:16 AU SMALL Q1 : OPERATING PROFIT UP 6 % TO 1435 CR QOQ
PROVISION UP 38 % TO 371 CR QOQ
25 Jul 09:16 AU SMALL Q1 : ST NET PROFIT UP 37 % TO 795 CR YOY, DOWN 4 % QOQ
NII UP 32 % TO 2696 CR YOY, UP 4 % QOQ
25 Jul 09:16 ONGC: SPUDS FIRST DEEPWATER WELL IN MAHANADI BASIN UNDER ‘SAMUDRA MANTHAN’ 🌊🛢️
• 🚀 ONGC has commenced drilling of its first deepwater exploratory well (MN-DW18-1-H-D) in the Mahanadi Offshore Basin under the Samudra Manthan Mission
• 🇮🇳 The well is located around 23 nautical miles off the Odisha coast near Konark, targeting India's deep and ultra-deepwater hydrocarbon potential
• 🌍 The initiative follows recent Utkal and Konark discoveries and is supported by ONGC's DeepX Deepwater Exploration Mission Centre
• ⛽ India's offshore basins, with water depths up to 3,000 metres, are estimated to hold over 5,600 MMTOE of hydrocarbon resources
• 🔋 The exploration campaign aims to boost domestic oil & gas production, reduce import dependence and strengthen India's energy security
🟢 Impact: Positive (Marks a strategic step toward unlocking India's deepwater hydrocarbon reserves and enhancing ONGC's long-term exploration and production potential.)
25 Jul 09:16 EXXARO TILES LIMITED Q1 FY27 CONS NET PROFIT UP 156.1% AT ₹2.07 CR (YOY), UP 950.3% (QOQ)
REVENUE UP 31.3% AT ₹85.22 CR (YOY), DOWN 14.7% (QOQ)
EBITDA UP 118.3% AT ₹7.72 CR (YOY), UP 27.5% (QOQ)
MARGINS 9.06% V 4.98% (YOY), V 6.06% (QOQ)
25 Jul 08:15 AU SMALL FINANCE BANK Q1FY27 :-
Interest Earned 5,302.74 Cr vs 4,378.44 Cr
(+21.11% YoY┃+5.65% QoQ)
Total Income 5,991.96 Cr vs 5,189.05 Cr
(+15.47% YoY┃+4.20% QoQ)
Operating Profit (PPOP) 1,435.47 Cr vs 1,312.21 Cr
(+9.39% YoY┃+6.21% QoQ)
Provisions 371.49 Cr vs 533.31 Cr
(-30.34% YoY┃+37.88% QoQ)
PBT 1,063.99 Cr vs 778.90 Cr
(+36.60% YoY┃-1.67% QoQ)
PAT 795.95 Cr vs 580.86 Cr
(+37.03% YoY┃-4.32% QoQ)
EPS 10.63 vs 7.80 YoY & 11.13 QoQ
GNPA 2.10% vs 2.47% YoY & 2.03% QoQ
NNPA 0.76% vs 0.88% YoY & 0.74% QoQ
CAR 18.93% ┃ RoA 0.42%
25 Jul 07:43 SURAJ INDUSTRIES: MATERIAL SUBSIDIARY RECEIVES CONSENT TO OPERATE FOR RAJASTHAN DISTILLERY 🏭✅
• 🏭 Material subsidiary Carya Chemicals & Fertilizers Pvt. Ltd. has received Consent to Operate (CTO) from the Rajasthan State Pollution Control Board
• 🍶 Approval is for a 125 KLPD grain-based distillery at Baran, Rajasthan, to manufacture Extra Neutral Alcohol (ENA)
• 🚀 Distillery commissioning is at an advanced stage, with trial runs expected in the next 4–6 weeks
• 📜 CTO was granted on July 24, 2026, and the company received confirmation on July 25, 2026
🟢 Impact: Positive (A key regulatory approval that paves the way for commissioning and commercial operations of the new distillery, supporting future revenue growth.)
25 Jul 07:43 DAVANGERE SUGAR: INVESTS $84.95 MILLION IN UK WHOLLY-OWNED SUBSIDIARY 🌍💰
• 🇬🇧 Approved an investment of USD 84.95 million (~GBP 62.46 million) in Aurevant Global Limited, UK, its wholly-owned subsidiary
• 📄 Investment is being made through the proceeds of the FCCB issue approved earlier by the company
• 🏭 Aurevant Global operates in the same business of sugar and ethanol, supporting the company's international expansion strategy
• 📈 Davangere Sugar will receive ~6.25 crore new ordinary shares, maintaining 100% ownership in the subsidiary
• ⏳ Investment is expected to be completed within 10 days under the Overseas Direct Investment framework
🟢 Impact: Positive (Strengthens the company's global presence in sugar and ethanol while deploying FCCB proceeds into its wholly-owned overseas business.)
25 Jul 07:43 NILA INFRASTRUCTURES Q1 FY27 CONS NET PROFIT UP 25.7% AT ₹8.44 CR (YOY), UP 44.3% (QOQ)
REVENUE DOWN 19.9% AT ₹74.20 CR (YOY), DOWN 8.4% (QOQ)
EBITDA DOWN 22.7% AT ₹11.87 CR (YOY), UP 3.0% (QOQ)
MARGINS 16.00% V 15.62% (YOY), V 14.24% (QOQ)
25 Jul 07:43 SURANA SOLAR LIMITED Q1 FY27 ST NET PROFIT UP 1843% AT ₹5.44 CR (YOY), UP 2620% (QOQ)
REVENUE UP 721% AT ₹17.15 CR (YOY), UP 26.0% (QOQ)
EBITDA TURNAROUND AT ₹0.57 CR (vs LOSS OF ₹1.65 CR YOY), UP 562% (QOQ)
MARGINS 3.34% V -78.88% (YOY), V 0.64% (QOQ)
25 Jul 07:43 DODLA DAIRY Q1 : EXPANDS VAP & APPROVES INVESTMENT IN SIDS FARM 🥛🚀
• 📈 Reported highest-ever quarterly revenue of ₹1,197.9 crore and record milk procurement of 21.1 LLPD in Q1 FY27
• 🧀 Value-added products (VAP) including curd, buttermilk, lassi and ice cream delivered record sales, contributing around one-third of total sales
• 📉 Elevated milk procurement prices impacted standalone margins, but the company expects milk prices to normalize from Q2 FY27
• 🌍 Africa, OSAM and Orgafeed businesses recorded operational improvement, partly offsetting pricing pressure in the standalone business
• 🤝 Board approved a primary investment of ~₹11.6 crore for a 2% stake in Sids Farm, while continuing capacity expansion, geographic expansion and increasing the VAP mix
25 Jul 07:43 DODLA DAIRY Q1: RECORD MILK PROCUREMENT & STRONG VAP GROWTH 🥛📈
• 🥛 Achieved highest-ever milk procurement of 21.1 LLPD (+13.0% YoY) and milk sales volume of 13.6 LLPD (+14.5% YoY)
• 🧀 Value-Added Products (VAP) sales rose to ₹414.7 crore, contributing 34.6% of total sales; curd sales volume jumped 41.4% YoY to a record 642.6 MTPD
• 🍦 High-margin summer products such as ice cream, buttermilk, flavoured milk, lassi and paneer delivered strong performance
• 📉 Gross margins remained under pressure as milk procurement prices (+10.4% YoY) increased faster than realization prices (+3.9% YoY), along with higher packing, transport and fuel costs
• 🌍 Africa business posted 45.6% YoY revenue growth, with 52.3% YoY volume growth, achieving its highest-ever EBITDA of ₹24.2 crore
25 Jul 07:43 NEUEON: SIGNS PROCUREMENT PARTNERSHIP WITH ELCOM, SECURES ~₹150 CR ORDERS 📡🤝
• 🤝 Entered into a Procurement Partnership/MoU with Elcom Innovations Pvt. Ltd.
• 💰 Secured orders worth approximately ₹150 crore from Elcom for the supply of tactical communication equipment and solutions over the next 12 months
• 🛡️ Partnership is focused on the procurement and supply of tactical communication equipment and solutions
• 🇮🇳 Order is domestic in nature and not a related-party transaction
• 📅 Deliverables under the partnership are scheduled to be completed by July 23, 2027
🟢 Impact: Positive (Large order win strengthens the order book, improves revenue visibility, and enhances the company's presence in the defence communication segment.)
25 Jul 07:43 LANDMARK CARS: TO OPEN NEW MG EXPERIA SHOWROOM IN AHMEDABAD 🚗🏢
• 📍 Received a Letter of Intent from JSW MG Motor India to open a new MG Experia showroom in Vastral, Ahmedabad
• 🏬 The dealership will be established through wholly owned subsidiary Aeromark Cars Pvt. Ltd.
• 🚘 This will become Landmark's 17th MG dealership and will handle sales of MG cars
• 🌆 Expansion strengthens Landmark's presence in Ahmedabad, where it already operates 2 sales outlets for JSW MG Motors
• ⚡ MG's growing presence in the new energy vehicle segment is expected to further strengthen Landmark's partnership with JSW MG Motor India
🟢 Impact: Positive (Expands dealership network, deepens presence in a key market, and supports future sales growth.)
25 Jul 07:43 DODLA DAIRY Q1 FY27 CONS NET PROFIT DOWN 35.4% AT ₹40.64 CR (YOY), DOWN 41.7% (QOQ)
REVENUE UP 19.0% AT ₹1,197.94 CR (YOY), UP 11.5% (QOQ)
EBITDA DOWN 21.3% AT ₹64.90 CR (YOY), UP 20.7% (QOQ)
MARGINS 5.42% V 8.20% (YOY), V 5.00% (QOQ)
25 Jul 07:43 Samsung Electronics, Broadcom Agree on $200 Billion Advanced Memory and Foundry Deal: Presidential Adviser
25 Jul 07:43 Samsung Electronics, SK Hynix Eye 1,375 Trillion Won Semiconductor Alliance With U.S. Big Tech: Newsis
25 Jul 07:43 Malaysia Raises Auto Outlook as EV Sales More Than Double and Surpass Hybrids in H1 2026 - NA
25 Jul 07:43 AAKAAR MEDICAL: TARGETS ~30% FY27 REVENUE GROWTH 🚀🏥
• 📈 Guides for ~30% FY27 revenue growth and ~25% EBITDA growth, subject to achievement
• 🏥 Expanded Xelix Clinic network to 28 clinics across 14 cities, with a target of 50 clinics in H1 and 100 by H2 FY27
• 🤝 Strengthened distribution by appointing 35 distributors across 24 cities and Novacare Healthcare Solutions as the national CFA partner
• 👨⚕️ Increased clinical engagement with 45 workshops, 308 doctors trained, 9 conferences, reaching 3,100+ dermatologists
• 💻 Deployed CRM across 150 field professionals, targeting 5 doctor calls per representative per day and monitoring 10,000+ doctor interactions every month
🟢 Impact: Positive (Strong growth guidance, expanding distribution and clinic network, and higher clinical engagement support long-term growth.)
25 Jul 07:43 Naver, Nvidia, Brookfield to boost AI data center with up to $10 billion investment
25 Jul 07:43 Nvidia: SK Telecom plans 2-gigawatt AI data center with Vera Rubin chips, SK Hynix HBM4 memory
25 Jul 07:43 Nvidia to invest $1 billion, Brookfield up to $9 billion to expand Naver AI data center
25 Jul 07:13 Nvidia, SK Group unveil AI project valued at over $500 billion
25 Jul 07:12 SK Group chairman Chey Tae-won: Nvidia Jensen Huang likely to request more memory chips next time we meet
Mega projects announced are feasible and attainable
25 Jul 07:12 Anthropic CEO: signed supply agreement with Samsung Electronics and SK Hynix
25 Jul 07:06 DIET COKE BECOMES COSTLIER IN INDIA AS ALUMINIUM CAN SHORTAGE HITS SUPPLY
Diet Coke prices in parts of India have increased after supply chain disruptions linked to the Iran conflict led to a shortage of aluminium beverage cans. Airspace restrictions, shipping disruptions, and higher logistics costs have tightened the availability of can-grade aluminium packaging, increasing input costs for beverage companies.
25 Jul 07:02 **303 million views in just 24 hours! 🔥
Prime Minister Narendra Modi has reportedly set a new world record for the most-viewed Instagram Reel within 24 hours, crossing 303 million views and breaking the previous record of 300 million. That's an incredible digital milestone for any public figure.**
25 Jul 06:14 Q1 FY27 Results Today
✓ Around 15–16 Companies
✓ Main Focus
• Zen Technologies
• IDFC FIRST Bank
• Five-Star Business Finance
• SBFC Finance
• Dodla Dairy
• Birla Corporation
• AU Small Finance Bank
• Vedant Fashions
• Monolithisch India
• Prudent Corporate Advisory Services
25 Jul 06:14 Apar has received approvals from META, Microsoft, & Google for the supply of DC Cables
Interesting concall snippet below
25 Jul 06:14 Laurus Labs | Q1 FY27 Concall Highlights
Financial Performance
- Record revenue of ₹2,226 crore (+29% YoY).
- EBITDA margin expanded to 31.8%.
- PAT stood at ₹368 crore.
- Gross margin remained strong at 62.7%.
- ROCE improved to 19%.
Business Highlights
- CDMO revenue grew 69% YoY.
- CDMO revenue reached ₹835 crore.
- Commercial supplies contributed 55% of CDMO revenue.
- Affordable Medicines revenue ₹1,156 crore (+10% YoY).
- Laurus Bio revenue ₹35 crore (+21% YoY).
- Added a new Big Pharma customer.
- Signed ADC partnership with ARIC Therapeutics.
Growth Strategy
- FY27 capex guidance doubled to ₹2,000 crore.
- FY27–FY28 investments to exceed ₹3,000 crore.
- Investing in Peptides, ADCs and Gene Therapy.
- Fermentation facility operational by FY27-end.
- Krka JV oncology facility due early 2027.
- Oral solids facility targeted for H2 2027.
Management Commentary
- Strong customer demand driving capacity expansion.
- Customers prefer ready manufacturing capacity.
- Over 90% of CDMO revenue from patented molecules.
- CDMO business remains well diversified.
- Laurus Bio growth expected over 12–18 months.
- ARV share to decline as non-ARV expands.
- CDMO targeted to exceed 50% of revenue by FY30.
- Long-term ROCE target maintained at 25%.
Impact
- Positive.
- Record operating performance.
- CDMO demand remains robust.
- Capex reflects growth confidence.
- AI and biotech platforms expanding.
- Strong long-term revenue visibility.
Key Takeaway
- Laurus Labs delivered a strong Q1 FY27 with record profitability and accelerating CDMO momentum. Aggressive investments in fermentation, peptides, ADCs and gene therapy, combined with diversified innovator relationships and a target of CDMO contributing over 50% of revenue by FY30, reinforce a strong long-term growth outlook.
25 Jul 06:14 Indian Embassy in Tehran says it is monitoring the attack on a Mozambique-flagged LPG tanker off Iran's coast and has confirmed that all 28 crew members aboard are safe.
25 Jul 06:14 NEUEON CORPORATION – SIGNS PROCUREMENT PARTNERSHIP
Signed a procurement partnership/MoU with Elcom Innovations Pvt. Ltd.
Secured orders worth ~₹150 Cr for supplying tactical communication equipment and solutions.
The partnership is a domestic procurement agreement.
Order execution is scheduled over the next 12 months, with completion targeted by July 23, 2027.
The MoU was formalised on July 24, 2025.
25 Jul 06:14 MONTE CARLO FASHIONS – CRISIL REAFFIRMS CREDIT RATINGS
CRISIL AA-/Stable rating reaffirmed for ₹430 Cr bank loan facilities.
CRISIL A1+ rating reaffirmed for the company's commercial paper programme.
The reaffirmation reflects the company's strong financial profile and credit quality.
25 Jul 06:14 U.S. PRESIDENT TRUMP SAYS
ON SAUDI NUCLEAR DEAL
Time for them to do Abraham Accords
Saudi Arabia understood the conditions of nuclear deal
At some point Saudi Arabia will join the Accords
25 Jul 06:14 LANDMARK CARS – NEW MG EXPERIA SHOWROOM IN AHMEDABAD
Received a Letter of Intent from JSW MG Motor India to open a new MG Experia showroom in Vastral, Ahmedabad.
The dealership will be operated through its wholly owned subsidiary Aeromark Cars Pvt. Ltd.
This will be Landmark Cars' 17th MG dealership.
Strengthens the company's presence in Ahmedabad, where it already operates 2 MG sales outlets.
Supports further expansion of its partnership with JSW MG Motor India in the growing EV and new energy vehicle segment.
25 Jul 06:14 DODLA DAIRY Q1 FY27 RESULTS
Net Profit: ₹40.64 Cr, ↓35.4% YoY, ↓41.7% QoQ
Revenue: ₹1,197.94 Cr, ↑19.0% YoY, ↑11.5% QoQ
EBITDA: ₹64.90 Cr, ↓21.3% YoY, ↑20.7% QoQ
EBITDA Margin: 5.42% vs 8.20% YoY, vs 5.00% QoQ
25 Jul 06:14 BREAKING: Saudi Arabia condemns unprovoked attack on energy infrastructure.
Smoke rises from ARAMCO in Jazan.
Footage shows ARAMCO refinery in Jazan burning.
Initial reports: Ballistic missiles launched at King Khalid Airbase, Khamis Mushait.
25 Jul 06:14 TATA CONSUMER – Q1 FY27 Concall Q&A: Management Commentary
• Growth businesses are emerging as the key earnings driver and are expected to sustain strong long-term growth.
• Premiumisation, innovation and distribution expansion remain the core pillars of the company's growth strategy.
• Management remains confident of delivering profitable growth while managing commodity cost inflation through calibrated pricing and scale benefits.
25 Jul 06:14 TATA CONSUMER – Q1 FY27 Concall Q&A
💰 Margins & Profitability
• FY27 EBITDA margin expansion guidance of 50–70 bps remains unchanged.
• Long-term operating margin target remains 17–20%.
• Operating leverage and premiumisation are expected to drive further margin improvement.
• Lower global coffee prices are expected to benefit the branded coffee business.
🛍️ Segment Outlook
• Significant growth opportunity remains in the RTD water business, particularly across North and West India.
• Starbucks India is expected to maintain high single-digit revenue growth through store expansion.
• Tata Soulfull grew 45%, supported by premium products like protein muesli and stronger presence across modern trade and e-commerce.
25 Jul 06:14 TATA CONSUMER – Q1 FY27 Concall Q&A
🚀 Growth Business
• Management maintained 30%+ annual growth guidance for the growth portfolio despite 47% growth in Q1.
• Capital Foods and Organic India manufacturing is largely in-house, while RTD products are produced through dedicated co-packers.
• Company is open to increasing in-house manufacturing as volumes scale.
• Preparing a disruptive entry into Korean noodles and expanding Organic India into new supplement categories.
• Focus remains on premium categories such as cold-pressed oils.
📈 Commodity & Pricing
• Tea procurement costs are up 7–10%, with calibrated price hikes already implemented.
• Tata Salt MRP was increased from ₹30 to ₹32 in June, while value-added salts continue to outperform.
• Management will pass on higher pulse prices if required to protect margins.
25 Jul 06:14 TATA CONSUMER – Q1 FY27 Concall: Strategic Highlights & Outlook
• Tea procurement costs increased 7–10%, with calibrated price hikes initiated from June.
• Expanding manufacturing capacity for the high-growth RTD water business.
• Strong innovation pipeline focused on health & wellness, convenience and premiumisation, including entry into Korean noodles.
• Evaluating higher in-house manufacturing as scale improves.
• Management expects double-digit consolidated revenue growth.
• Growth portfolio is expected to sustain 30%+ annual growth.
• FY27 EBITDA margin expansion guidance of 50–70 bps has been maintained.
• Medium-term operating margin target remains 17–20%, supported by premiumisation and operating leverage.
• Management will use calibrated pricing to offset raw material inflation and weather-related crop risks.
25 Jul 06:14 TATA CONSUMER – Q1 FY27 Concall Highlights
• Revenue grew 12% YoY to ₹5,349 Cr.
• EBITDA increased 19% YoY, with margin expanding 70 bps to 13.6%.
• Net Profit rose 29% YoY to ₹427 Cr.
• Constant currency revenue growth stood at 9%.
• Growth businesses grew 47% and now contribute 36% of the India business.
• Tata Sampann revenue surged 58%, led by pulses, spices and dry fruits.
• Ready-to-Drink (RTD) business grew 41%, driven by Tata Gluco Plus and Tata Copper Water.
• Capital Foods & Organic India delivered 35% combined growth, with Capital Foods up 40% and Organic India up 27%.
• India Salt revenue and volume grew 7%, while value-added salts grew 13%.
• India Tea volumes increased 2%, though revenue declined 4% due to earlier price reductions.
• Starbucks India revenue grew 11% with mid-single-digit same-store sales growth (SSSG).
25 Jul 06:14 𝗣𝗼𝗹𝘆𝘀𝗽𝗶𝗻 𝗘𝘅𝗽𝗼𝗿𝘁𝘀 𝗟𝗶𝗺𝗶𝘁𝗲𝗱: 𝗖𝗿𝗲𝗱𝗶𝘁 𝗥𝗮𝘁𝗶𝗻𝗴 𝗥𝗲𝗮𝗳𝗳𝗶𝗿𝗺𝗲𝗱 🌟:
Polyspin Exports Limited has received reaffirmed credit ratings from CARE Ratings Limited for its bank facilities, based on its FY26 operational & financial performance.
𝗞𝗲𝘆 𝗥𝗮𝘁𝗶𝗻𝗴 𝗗𝗲𝘁𝗮𝗶𝗹𝘀:
- 𝗟𝗼𝗻𝗴 𝗧𝗲𝗿𝗺 𝗕𝗮𝗻𝗸 𝗙𝗮𝗰𝗶𝗹𝗶𝘁𝗶𝗲𝘀:
▸ Amount: ₹23.53 Cr (Reduced from ₹24.35 Cr)
▸ Rating: CARE BB+; Stable
▸ Action: Reaffirmed ✅
- 𝗦𝗵𝗼𝗿𝘁 𝗧𝗲𝗿𝗺 𝗕𝗮𝗻𝗸 𝗙𝗮𝗰𝗶𝗹𝗶𝘁𝗶𝗲𝘀:
▸ Amount: ₹111.95 Cr (Reduced from ₹112.22 Cr)
▸ Rating: CARE A4+
▸ Action: Reaffirmed ✅
The total value of the rated facilities stands at ₹135.48 Cr.
25 Jul 06:14 TRUMP ADMINISTRATION ACCUSED OF POLITICALLY TARGETING $7.5 BILLION IN CLEAN ENERGY GRANTS
Court filings indicate that the Trump administration canceled more than $7.5 billion in federal clean energy grants for projects in states that voted for Kamala Harris in the 2024 election. The filings reportedly state that the grants were selected based on the political identity of the recipient states rather than program performance or economic criteria. The Department of Energy disputes the interpretation, saying political considerations related only to the timing of the announcement, not the underlying funding decisions. The matter is being challenged in court.
25 Jul 06:14 WEST ASIA CONFLICT: INDIAN AIRLINES CANCELLED 26,000 INTERNATIONAL FLIGHTS DUE TO AIRSPACE CURBS THROUGH JULY 20
Indian airlines cancelled around 26,000 international flights until 20 July as airspace restrictions across parts of West Asia forced route suspensions, diversions, and schedule disruptions. The impact was concentrated on services to Europe, the Middle East, and North America.
25 Jul 06:14 GANDHAR OIL REFINERY Ltd Concall Summary for Q1FY27
Management Commentary
- Highest quarterly profit in company history.
- Record profitability despite volatile environment.
- Agile sourcing drove strong execution.
- Diversified portfolio ensured resilience.
- Healthy demand across key industries.
- Export momentum remained robust.
- Strong confidence despite geopolitical risks.
- Declared 100% interim dividend.
Financial Performance
- Revenue: ₹1,732 Cr (+92% YoY, +58% QoQ).
- Sales Volume: 131,000 KL (+8% YoY).
- EBITDA: ₹281 Cr (+512% YoY).
- EBITDA Margin: 16.2%.
- PAT: ₹206 Cr (+688% YoY).
- Gross Margin Spread: ₹28,145/KL.
- Export revenue contribution: 51%.
- Highest-ever quarterly profitability.
Business Performance
- PHPO remained key growth engine.
- PHPO revenue grew 18% YoY.
- PIO business grew 28% YoY.
- Lubricants business remained stable.
- Export volumes increased 54% YoY.
- Business across 100+ export countries.
- Texol operations normalized after disruptions.
- Over 4,000 customer relationships maintained.
Growth Drivers
- Strong PHPO demand.
- Rising transformer oil demand.
- Growing pharmaceutical sector demand.
- Personal care industry expansion.
- Export market expansion.
- Geographic diversification.
- Agile sourcing capabilities.
- Higher value specialty product mix.
Strategic Initiatives
- Focus on value-added specialty oils.
- Strengthen global customer relationships.
- Expand export presence further.
- Enter South Africa strategically.
- New overseas entities under development.
- Maintain debt-free standalone balance sheet.
- Disciplined capital allocation.
- Capex plans to be announced soon.
Management Guidance
- Volume growth: 8–10% in FY27.
- Revenue growth above volume growth.
- Export share expected near current levels.
- Margins expected around current levels.
- Strong profitability for next 1–2 quarters.
- PHPO to remain primary focus.
- PIO demand outlook remains robust.
- Tax rate around 23–24% (blended).
Management Tone
- Highly confident.
- Execution-focused.
- Margin-conscious.
- Export-driven.
- Long-term optimistic.
Key Takeaway
- Gandhar Oil delivered a record-breaking quarter with exceptional revenue, EBITDA and PAT growth driven by agile sourcing, strong export demand, higher realizations and an improving specialty product mix. Management believes favorable margins could sustain over the next few quarters, supported by PHPO leadership, expanding exports, disciplined sourcing, strong customer relationships, and a debt-free balance sheet, while future capex and global expansion provide additional long-term growth opportunities.
25 Jul 06:14 LAURUS LABS – Q1 FY27 Concall Q&A Highlights
• Laurus Bio currently generates around ₹200 Cr annual revenue, with a strong growth ramp-up expected over the next 12–18 months.
• New fermentation capacity is multi-purpose, reducing project execution risk.
• Company is investing aggressively in Peptides and Antibody-Drug Conjugates (ADCs).
• In-licensed two ADC molecules from ARIC Therapeutics, with Indian clinical trials expected to begin by mid-2027.
• Revenue mix has shifted to 1/3 ARV and 2/3 non-ARV, with ARV contribution expected to decline further.
• Long-term targets remain asset turnover above 1x and ROCE of 25%.
• Krka JV oncology facility is expected to be operational in early 2027, followed by the oral solids facility in H2 2027.
• Management remains confident that expanded capacity and investments in high-value technologies will support sustained long-term growth.
25 Jul 06:14 LAURUS LABS – Q1 FY27 Concall Q&A Highlights
• FY27 capex doubled to ₹2,000 Cr from ₹1,000 Cr due to strong customer demand.
• Total investment across FY27–FY28 is expected to exceed ₹3,000 Cr.
• Management said customers prefer ready manufacturing capacity before awarding large commercial contracts.
• 55% of CDMO revenue now comes from commercial supplies, while 45% is mainly from Phase-3 programs.
• Over 90% of the CDMO business is from patented innovator molecules.
• CDMO revenue is well diversified, with no major customer or product concentration.
• Management reiterated its target for CDMO to contribute 50%+ of total revenue by FY30.
25 Jul 06:14 LAURUS LABS – Q1 FY27 Concall: Strategic Highlights & Outlook
• FY27 capex guidance doubled to ₹2,000 Cr, with ₹3,000+ Cr investments planned across FY27–FY28.
• Investing in Peptides, ADCs and Gene Therapy platforms to strengthen future growth.
• Commercial-scale 400 KL fermentation facility for Laurus Bio to be operational by FY27-end.
• Krka JV oncology facility expected in early 2027, followed by the oral solids facility in H2 2027.
• CDMO targeted to contribute 50%+ of total revenue by 2030.
• Long-term ROCE target of 25%, with asset turnover above 1x.
• Laurus Bio expected to witness a strong growth ramp-up over the next 18 months.
• Management remains confident of sustained growth, supported by strong CDMO demand, a diversified customer base and continued investments in high-value technologies.
25 Jul 06:14 LAURUS LABS – Q1 FY27 Concall Highlights
• Revenue hit a record ₹2,226 Cr, up 29% YoY.
• EBITDA margin improved to 31.8%, supported by operating leverage and a better product mix.
• PAT stood at ₹368 Cr, while gross margin remained strong at 62.7%.
• ROCE improved to 19% from 17.7% a year ago.
• CDMO revenue jumped 69% YoY to ₹835 Cr, with 55% from commercial supplies.
• Affordable Medicines revenue grew 10% YoY to ₹1,156 Cr, led by ARVs, oncology and developed markets.
• Laurus Bio revenue increased 21% YoY to ₹35 Cr.
• Signed a development and commercialization agreement with ARIC Therapeutics for two ADC molecules and added a new Big Pharma customer.
25 Jul 04:20 India’s data centre industry is expected to remain one of the country’s fastest-growing digital infrastructure segments, driven by AI adoption, cloud computing, digital services, data localisation requirements and enterprise digitisation. However, a new JM Financial report says that securing suitable land and reliable power connections remains the biggest constraint on scaling new capacity.
25 Jul 04:20 EX-VOLKSWAGEN ENGINEERS ARRESTED IN RIVIAN JV INSIDER TRADING CASE
Two former Volkswagen engineers have been arrested on insider trading charges after allegedly placing trades ahead of Volkswagen’s announcement of its $5 billion joint venture with EV maker Rivian. The case underscores heightened regulatory scrutiny of trading based on confidential corporate information surrounding major M&A and strategic partnership announcements.
25 Jul 04:20 GANDHAR OIL – Silvassa Plant Operations Impacted by Flooding
• Manufacturing plant at Silvassa affected due to heavy rainfall and flooding.
• Company is assessing the impact on assets, operations and production.
• Production disruption and financial impact are under evaluation.
• Plant is adequately insured and the insurance company has been informed.
• Restoration work is underway, with further updates to follow.
25 Jul 04:20 KITEX GARMENTS – NCLT-Convened Meetings Held for Merger Scheme
• Equity shareholders' and unsecured creditors' meetings were held on July 24, 2026, as directed by the NCLT.
• Meetings considered the Scheme of Arrangement between Kitex Childrenswear Ltd. and Kitex Garments Ltd.
• Resolution seeking approval of the scheme was placed before shareholders and unsecured creditors.
• Meetings were conducted via video conferencing with remote e-voting and e-voting during the meetings.
• Voting process has concluded, and the company will announce the scrutinizer's results separately.
25 Jul 04:20 INDIA MOVES TO RESTRICT ENCRYPTED MESSAGING APP AMID STUDENT PROTESTS
India has reportedly sought to restrict access to an encrypted peer-to-peer messaging app that gained prominence during Nepal’s 2025 Gen Z protests, according to the app’s co-founder. The move comes as New Delhi faces its own wave of student protests, highlighting growing scrutiny of encrypted communication platforms that can function without centralized infrastructure during periods of civil unrest.
25 Jul 04:20 Nvidia CEO Jensen Huang posts on X for the first time, sharing a letter signed by the company on why open models matter
Huang states open models are critical for innovation, security and sovereignty, highlighting the scale of AI’s impact — transforming every industry, powering every company and shaping the future of every country
"The world needs both frontier closed models and frontier open models"
25 Jul 03:45 GLOBAL ULTRA-RICH POPULATION HITS RECORD HIGH
The number of people worldwide with a net worth exceeding $30 million has reached a record 556,850, rising 14.4% in 2025—the fastest annual growth since 2017, according to the WSJ. The surge reflects strong gains in global equity markets, private assets, and business wealth, further accelerating the concentration of wealth among ultra-high-net-worth individuals.
25 Jul 03:45 32GB RAM NOW COSTS AS MUCH AS A 16GB MACBOOK PRO
Memory prices have surged so sharply that 32GB of RAM now costs roughly as much as an Apple MacBook Pro with 16GB of RAM. The spike reflects a sharp rise in DRAM prices driven by AI-driven demand, tighter supply, and manufacturers prioritizing high-bandwidth memory (HBM) for AI servers, increasing costs for PC makers, enterprise buyers, and consumers upgrading systems.
25 Jul 03:45 STRAIT OF HORMUZ SHIPPING DISRUPTION COULD LAST OVER A YEAR
Prediction markets indicate that shipping traffic through the Strait of Hormuz may not return to normal for 12 months or longer, reflecting expectations of prolonged geopolitical tensions and elevated security risks. A sustained disruption could keep oil prices, freight rates, and marine insurance costs elevated, with potential implications for global energy markets and inflation.
25 Jul 03:45 CHINESE AI MODELS OVERTAKE U.S. IN OPENROUTER USAGE
Summary: Chinese AI models now account for approximately 58% of AI token usage by U.S. firms on OpenRouter, surpassing U.S. models for the first time. The shift underscores the rapid adoption of low-cost, high-performance Chinese models such as DeepSeek and Qwen, intensifying competitive pressure on U.S. AI leaders. The data reflects usage on OpenRouter and not the overall global AI market.
25 Jul 03:45 INDIA’S GEM & JEWELLERY EXPORTS JUMP 26.5% IN JUNE TO $2.21 BILLION
India’s gem and jewellery exports rose 26.5% year-on-year to $2.21 billion in June, indicating a strong recovery in overseas demand after a weak base and improving export orders.
25 Jul 03:45 LPG TANKER ATTACKED IN IRANIAN WATERS; 28 INDIAN CREW SAFE
An LPG tanker carrying 28 Indian crew members was reportedly attacked in Iranian waters, but all crew are safe, according to initial reports. The incident highlights persistent security risks for commercial shipping in the region and could further elevate concerns over maritime safety and energy supply routes amid ongoing Middle East tensions.
25 Jul 03:45 BOT TRAFFIC NOW EXCEEDS HUMAN INTERNET TRAFFIC
Bot-generated internet traffic has surpassed human traffic globally, according to Cloudflare CEO Matthew Prince. The shift is being driven by the rapid rise of AI agents, web crawlers, automated services, and malicious bots, marking a major change in how the internet is used and increasing the importance of cybersecurity, bot management, and infrastructure to distinguish legitimate users from automated traffic.
25 Jul 03:45 Saudi Civil Defense Issues Emergency Alert for Jizan via National Early Warning Platform
25 Jul 03:45 Donald Trump On Iran: Haven't made any decision on ‘major strikes’ on Iran, I think they're getting more and more serious as the days go by
🔴There's a military exit where we just keep going just the way we are & we can even make it a heavier dose; or we can negotiate with Iran, which we're also doing right now
🔴Iran would like to make a deal, I don't think it's time yet, but I am willing to listen
25 Jul 03:45 U.S., Iran proposed Strait of Hormuz fees defy int'l law: U.N. agency head - KYODO
25 Jul 03:45 Bahrain and Kuwait secretly sent jets to attack sites inside Iran, their first such direct retaliation against Tehran and an indication of the difficult position Arab states find themselves in as the war grinds on: WSJ Reports
25 Jul 03:45 TRUMP:
I HAVEN'T MADE DECISION ON MAJOR STRIKES ON IRAN. I THINK IRAN GETTING MORE SERIOUS IN TALKS AS DAYS GO BY.
24 Jul 19:19 Sectors & Stocks to Bet for 2030 🤑
• Govt. Policy Push Benefits
• Future of India's Green Energy
• Renewable & Power Infra Trends
• In-Depth Funda-Tech Analysis
Watch Now ⤵️
https://youtu.be/z9i-kc7Rju0
24 Jul 17:32 Moschip Technologies Ltd Q1FY27 Results:-
Revenue 116.21 Cr vs 135.59 Cr
(-14.29% YoY┃-24.16% QoQ)
EBITDA 9.55 Cr vs 16.46 Cr
(-41.99% YoY ┃-14.08% QoQ)
EBITDA Margin 8.22% vs 12.14% YoY & 7.26% QoQ
PBT 3.66 Cr vs 11.48 Cr
(-68.14% YoY┃-45.52% QoQ)
PAT 2.45 Cr vs 10.92 Cr
(-77.60% YoY┃-69.21% QoQ)
Other Income 2.24 Cr vs 0.72 Cr YoY & 2.32 Cr QoQ
24 Jul 17:32 CreditAccess Grameen Ltd Q1FY27
➤ AUM ₹30,319 Cr (+16.4% YoY & +2.5% QoQ)
➤ Retail Finance portfolio increased to 20.6% (vs 18.1% in Mar'26)
➤ Borrowers 44.51 Lakh (-2.4% YoY & +0.8% QoQ)
➤ Disbursements ₹6,107 Cr (+11.9% YoY & -26.5% QoQ)
➤ Interest Income ₹1,714.1 Cr (+23.5% YoY & +12.4% QoQ)
➤ Net Interest Income (NII) ₹1,164.0 Cr (+24.2% YoY & +11.1% QoQ)
➤ Non-Interest Income ₹70.4 Cr (+58.1% YoY & -3.4% QoQ)
➤ Total Net Income ₹1,234.4 Cr (+25.8% YoY & +10.2% QoQ)
➤ PPOP ₹872.5 Cr (+33.6% YoY & +11.8% QoQ)
➤ PBT ₹660.0 Cr (+713.7% YoY & +48.3% QoQ)
➤ PAT ₹493.4 Cr (+719.7% YoY & +45.3% QoQ)
➤ Impairment of Financial Instruments ₹212.5 Cr (-62.8% YoY & -36.6% QoQ)
➤ Net Interest Margin (NIM) 14.4% vs 12.8% YoY & 14.2% QoQ
➤ Cost-to-Income Ratio 29.3% (vs 33.5% YoY & 30.4% QoQ)
➤ GNPA 2.18% vs 4.70% YoY & 3.17% QoQ
➤ ROA 5.9% vs 0.9% YoY & 4.4% QoQ
➤ ROE 24.4% vs 3.4% YoY & 17.8% QoQ
➤ Added 2.5 lakh new borrowers, with 35% New-to-Credit (NTC)
➤ Share of unique borrowers in Group Lending increased to 46% (vs 36% in Q1FY26)
➤ PAR 0+ improved to 2.2% (vs 3.0% in Q4FY26)
➤ X-Bucket Collection Efficiency stood at 99.68%
➤ Credit cost remained low at 0.72% (non-annualised)
➤ Branch network expanded to 2,276 branches (+7.7% YoY)
➤ Employee base increased to 21,981 (+3.0% YoY) with annualised attrition at 20.6%
➤ Management Commentary
✓ Retail Finance increased its share of AUM to 20.6% from 18.1% in the previous quarter, driven by customers graduating to secured, higher-ticket products
✓ Successfully raised ₹425 Cr through a private NCD issuance, further diversifying the funding base
✓ Liability profile remained healthy, with foreign borrowings accounting for 23.9% of the funding mix
✓ Maintained a strong capital position with CRAR of 24.9%
✓ Asset quality remained within the expected range, supported by consistently strong collection efficiency across operating geographies
✓ Faster recoveries and lower credit costs drove a second consecutive quarter of profitability improvement
✓ PPOP grew 33.6% YoY to ₹873 Cr, while Credit Cost declined 62.8% YoY to ₹212 Cr, resulting in PAT of ₹493 Cr (+719.7% YoY)
✓ Management expects the positive momentum to continue through FY27 and believes the current performance provides a strong foundation for executing its long-term transformation initiative, Project Shakti
➤ FY27 Guidance
✓ AUM Growth 20%–25%
✓ Net Interest Margin (NIM) 12.8%–13.2%
✓ Cost-to-Income Ratio 33%–35%
✓ Credit Cost 3.0%–4.0%
✓ Return on Assets (ROA) 4.0%–4.8%
✓ Return on Equity (ROE) 16%–20%
24 Jul 17:32 Bank of Baroda | Q1 FY27 Results
Financial Performance
- Total business ₹30,50,457 crore (+15.4% YoY).
- Deposits ₹16,33,559 crore (+13.8% YoY).
- Advances ₹14,16,898 crore (+17.4% YoY).
- NII ₹12,524 crore (+9.5% YoY).
- Non-interest income ₹3,470 crore (-25.8% YoY).
- Operating profit ₹8,127 crore (-1.3% YoY).
- Reported PAT ₹1,278 crore (-71.8% YoY).
- PAT excluding exceptional item ₹5,528 crore.
Business Highlights
- Retail advances grew 18.4% YoY.
- MSME advances increased 20.3% YoY.
- Agriculture advances rose 18.7% YoY.
- Corporate advances grew 15.3% YoY.
- RAM portfolio formed 62.9% of domestic advances.
- CASA ratio stood at 37.72%.
Asset Quality & Profitability
- GNPA improved to 1.99%.
- NNPA declined to 0.50%.
- Slippage ratio improved to 0.91%.
- Credit cost reduced to 0.29%.
- NIM stood at 2.77%.
- Adjusted ROA improved to 1.10%.
- Adjusted ROE increased to 16.57%.
Impact
- Positive.
- Core business growth remained healthy.
- Retail and MSME lending strong.
- Asset quality improved further.
- Credit costs declined.
- Reported PAT impacted by exceptional item.
Key Takeaway
- Bank of Baroda delivered healthy operational performance in Q1 FY27 with strong loan growth, improving asset quality and lower credit costs. While reported profit was affected by an exceptional item, the adjusted PAT of ₹5,528 crore reflects the bank's underlying earnings strength and supports a positive long-term outlook.
24 Jul 17:30 ANTHROPIC LAUNCHES OPUS 5 AI MODEL WITH FABLE 5 SIMILAR FEATURES AT 50% LOWER COST, CLAIMS COMPANY.
24 Jul 17:30 Trump on truth social
The European Union is at it again and, as usual, taking direct aim at GREAT American Companies! After having fined Apple, for no reason at all, 15 Billion Dollars, Meta, 3 Billion Dollars, Amazon 2.5 Billion Dollars, and many others, we have just been informed that Google, a truly advanced and amazing group, has been fined yet another 1 Billion Dollars, without explanation. This brings the Google total to over 18 Billion Dollars! This illegal and highly discriminatory practice started at these high levels during the first year of the Sleepy Joe Biden Administration, but it’s not going to continue during the Trump Administration. The United States of America is not a “PIGGYBANK” for Europe, nor will we allow it to be! Please let this TRUTH serve to represent that we will immediately initiate a 301 Investigation into the practice of “ROBBING” American Companies and, in turn, the American Taxpayer. The European Union will pay a very big price for this illegal and highly unethical conduct, which I have consistently warned them about. The penalties will be entirely reversed and, we anticipate, a substantial TARIFF to be placed on them at the earliest possible moment. Stay tuned! President DONALD J. TRUMP
24 Jul 17:30 FINANCE MINISTER
CBDT disposed 94% of FY26 taxpayer grievances
Income tax refund claims cross 1.3 cr
Nearly 94% of filed ITRS verified; 60% processed
ITR filings cross 3.2 cr as of July 21
E-filing portal strengthened this tax filing season
24 Jul 17:30 FINANCE MINISTER
Convenience for honest taxpayers, strict action on evasion
Outlines five priorities for CBDT reform
Total pendency decline by 34,000 to 5.4 lakh appeals
Focus should be on reducing filing of new appeals
24 Jul 17:30 INDIA FOREIGN MINISTRY CONFIRMS MV OMORFI HAD TEN CREW MEMBERS INCLUDING THREE INDIAN NATIONALS
24 Jul 17:30 INDIA CONFIRMS VESSEL OMORFI ATTACKED IN BLACK SEA ON JULY 18, ONE INDIAN NATIONAL KILLED
24 Jul 17:30 NTA TERMINATES 47 OFFICIALS IN MAJOR CRACKDOWN, SIXTH BIG DECISION BY PM MODI GOVT IN 24 HOURS OVER NEET PAPER LEAK ROW
24 Jul 17:30 AUROBINDO PHARMA:
CO SIGNS NON-EXCLUSIVE VOLUNTARY LICENSE AGREEMENT WITH MSD
24 Jul 17:30 MOSCHIP TECHNOLOGIES Q1 FY27 Results
• Net Profit: ₹2.45 Cr ▼ 77.6% YoY | ▼ 69.2% QoQ
• Revenue: ₹116.21 Cr ▼ 14.3% YoY | ▼ 24.2% QoQ
• EBITDA: ₹9.55 Cr ▼ 42.0% YoY | ▼ 14.1% QoQ
• EBITDA Margin: 8.22% vs 12.14% YoY | vs 7.26% QoQ
24 Jul 17:30 ALLDIGI TECH Q1 FY27 Results
• Net Profit: ₹18.12 Cr ▲ 21.69% YoY | ▼ 37.26% QoQ
• Revenue: ₹150.28 Cr ▲ 4.43% YoY | ▼ 2.84% QoQ
• EBITDA: ₹41.35 Cr ▲ 13.13% YoY | ▼ 5.29% QoQ
• EBITDA Margin: 27.51% vs 25.40% YoY | vs 28.23% QoQ
24 Jul 17:30 TANFAC INDUSTRIES – HFC-32 PROJECT ON TRACK, NET DEBT-FREE
• Completed a ₹250 Cr QIP and proposed a ~₹100 Cr preferential issue led by promoter Anupam Rasayan.
• Funds will be used mainly for the 20,000 MTPA HFC-32 project, targeted for commissioning by end-Q3 FY27.
• The capital raise has made the company net debt-free, strengthening its balance sheet.
• The company is also evaluating opportunities in downstream fluorochemicals and backward integration.
24 Jul 17:30 JK LAKSHMI CEMENT – SEEKS WITHDRAWAL OF 'AGAINST' VOTING RECOMMENDATION
• JK Lakshmi Cement has requested SES Proxy Advisory to withdraw its 'Against' recommendation on the promoter remuneration resolution.
• The company said the proposed remuneration complies with the Companies Act, SEBI regulations, and was approved by the Nomination & Remuneration Committee (NRC).
• It added that promoter remuneration is within statutory limits and the variable pay is linked to company profits.
• The company has asked SES to change its voting recommendation to 'For' ahead of the AGM.
24 Jul 17:30 GRSE – LIKELY TO WIN ONGC PSV SHIPBUILDING TENDER
• Garden Reach Shipbuilders & Engineers (GRSE) is set to win ONGC's Platform Supply Vessel (PSV) shipbuilding tender, according to ET.
• GRSE has reportedly quoted ₹258 Cr per vessel.
• The total contract value is estimated at ₹1,032 Cr for four Platform Supply Vessels (PSVs).
• The winning shipyard will also be eligible for 15–20% financial assistance from the Government under the applicable shipbuilding support scheme.
24 Jul 17:30 BANK OF BARODA – IFIL STAKE TRANSFER TO BNP PARIBAS CARDIF
• IndiaFirst Life Insurance (IFIL) has informed Bank of Baroda that Carmel Point Investments India Pvt. Ltd. will transfer its 25.96% stake in IFIL to BNP Paribas Cardif, subject to regulatory approvals.
• The transaction follows the execution of a Share Purchase Agreement (SPA) dated 24 July 2026.
• Bank of Baroda clarified that its shareholding and controlling interest in IndiaFirst Life Insurance remain unchanged.
• The proposed transaction is subject to the required regulatory approvals.
24 Jul 16:20 Bank of India | Q1 FY27 Results
Financial Performance
- Total business ₹17,55,699 crore (+16.6% YoY).
- Deposits ₹9,57,924 crore (+14.9% YoY).
- Advances ₹7,97,775 crore (+18.6% YoY).
- NII ₹6,833 crore (+12.6% YoY).
- Non-interest income ₹2,579 crore (+19.1% YoY).
- Operating profit ₹5,051 crore (+26.0% YoY).
- Net profit ₹3,068 crore (+36.2% YoY).
Business Highlights
- Domestic advances grew 19.2% YoY.
- RAM advances increased 19.8% YoY.
- Retail credit rose 20.6% YoY.
- MSME advances grew 19.3% YoY.
- Agriculture credit increased 18.9% YoY.
- Domestic deposits rose 16.2% YoY.
- CASA ratio stood at 36.68%.
Asset Quality & Profitability
- GNPA improved to 1.81%.
- NNPA declined to 0.51%.
- Credit cost reduced to 0.15%.
- ROA improved to 1.01%.
- ROE increased to 16.12%.
- NIM remained stable at 2.52%.
Impact
- Positive.
- Strong business growth.
- Healthy profit expansion.
- Asset quality improved.
- Credit costs remained low.
- Retail and RAM growth robust.
Key Takeaway
- Bank of India delivered a strong Q1 FY27 with robust growth in advances, deposits and profitability, supported by improving asset quality and lower credit costs. Strong momentum across retail, MSME and agriculture lending, along with healthy return ratios, positions the bank well for sustainable growth.
24 Jul 16:20 V-Mart Retail | Q1 FY27 Results
Financial Performance
- Revenue ₹1,089 crore (+23% YoY).
- EBITDA ₹161 crore (+27% YoY).
- EBITDA margin expanded to 14.8%.
- PAT ₹47 crore (+41% YoY).
- PAT margin improved to 4.3%.
Operational Highlights
- SSSG stood at 9% YoY.
- Inventory days improved to 86 days.
- Inventory days reduced 8% YoY.
- Opened 15 new stores.
- Closed 1 underperforming store.
- Store network reached 591 stores.
- Presence across 28 States & UTs.
- Retail area expanded to 50 lakh sq. ft.
Corporate Updates
- Final dividend of 10% recommended.
- Dividend subject to shareholder approval.
Growth Drivers
- Healthy same-store sales growth.
- Better inventory management.
- Continued store expansion.
- Improved operating efficiency.
- Margin expansion supported profitability.
Impact
- Positive.
- Strong revenue growth.
- Healthy margin expansion.
- Robust profit growth.
- Store expansion continues.
- Operational efficiency improving.
Key Takeaway
- V-Mart Retail delivered a strong Q1 FY27 with healthy revenue growth, improved margins and a 41% rise in PAT. Better inventory management, solid same-store sales growth and continued store expansion reinforce the company's growth trajectory and operational strength.
24 Jul 16:20 Sterlite Technologies | Q1 FY27 Results
Financial Performance
- Revenue ₹1,910 crore (+87.4% YoY, +32.5% QoQ).
- EBITDA ₹397 crore (+183.6% YoY, +82.1% QoQ).
- EBITDA margin expanded to 20.8%.
- PAT ₹197 crore (+1,870% YoY, +233.9% QoQ).
- Highest-ever quarterly revenue, EBITDA and PAT.
Business Highlights
- Record order book at ₹18,618 crore.
- Net debt-free balance sheet maintained.
- CRISIL outlook revised to Stable.
- ICRA upgraded rating to AA (Stable).
Order Wins & Technology
- Won US$1.11 billion AI data center contract.
- Secured hyperscaler orders above US$100 million.
- Won strategic long-haul fibre cable order.
- Expanded Neuralis AI connectivity portfolio.
- Launched CONCAT plug-and-play solution.
- Introduced US Conec-certified MMC solutions.
- Strengthened IP portfolio to 785+ patents.
Management Commentary
- Strongest quarter in company history.
- AI Data Center business scaling rapidly.
- Growing trust from hyperscalers.
- Innovation driving competitive advantage.
- Record order book supports visibility.
- Confident of sustaining growth momentum.
Impact
- Positive.
- Record financial performance.
- AI-led demand accelerating.
- Strong order inflows.
- Debt-free balance sheet.
- Long-term growth visibility improved.
Key Takeaway
- Sterlite Technologies delivered a record Q1 FY27 with exceptional revenue and profit growth, driven by AI Data Center demand and large global order wins. A debt-free balance sheet, ₹18,618 crore order book and continued innovation in AI connectivity solutions position the company for sustained long-term growth.
24 Jul 16:17 DCB Bank | Q1 FY27 Results
Financial Performance
- Balance sheet at ₹88,752 crore (+14.7% YoY).
- Advances ₹59,951 crore (+17.1% YoY).
- Deposits ₹74,482 crore (+20.1% YoY).
- NII ₹684 crore (+18.0% YoY).
- Total income ₹880 crore (+7.7% YoY).
- Operating profit ₹344 crore (+5.2% YoY).
- PBT ₹287 crore (+35.4% YoY).
- PAT ₹213 crore (+35.7% YoY).
Business Highlights
- Disbursements grew 30.5% YoY.
- Agri & Inclusive Banking up 23% YoY.
- Retail Mortgages grew 7% YoY.
- Construction Finance grew 7% YoY.
- CASA ratio at 21.65%.
Asset Quality
- GNPA improved to 2.43%.
- NNPA declined to 0.84%.
- Credit cost reduced to 0.26%.
- Slippages improved to 2.69%.
Profitability
- NIM improved to 3.35%.
- ROA increased to 0.96%.
- ROE improved to 13.61%.
- Provisions declined 50.4% YoY.
Impact
- Positive.
- Strong loan and deposit growth.
- Profitability improved sharply.
- Asset quality strengthened.
- Credit costs remained low.
- Healthy operating performance.
Key Takeaway
- DCB Bank delivered a strong Q1 FY27 with healthy growth in advances, deposits and profitability, supported by lower credit costs and improving asset quality. Robust disbursements, stable margins and disciplined underwriting position the bank well for sustained profitable growth.
24 Jul 15:28 TRUMP ON TRUTH SOCIAL:
President Xi, at our recent meeting in Beijing, China, told me that he would not, under any circumstances, give or sell Weapons to the Islamic Republic of Iran — And that statement included Chinese Companies.
Considering our relationship, I take him at his word and, besides, l am doing him very big favors, also.
Likewise, President Putin, despite the horrible War going on in Ukraine (The relationship remains, as it does with President Zelenskyy), told me that he would not sell Weapons to Iran.
He understands that I do not sell Weapons to Ukraine, but to NATO Countries.
They pay full price, and how those Weapons are distributed, I have no idea.
Therefore, two major Countries that people speak of often in terms of Iran are, in my opinion, not participating.
If they did, it would be very bad for them — Certainly not in their best interests.
Thank you for your attention to this matter! President DONALD J. TRUMP
24 Jul 15:12 **The union govt approved a draft amendment bill to the Public Examinations (Prevention of Unfair Means) Act, 2024, ; up to 10 years in jail, ₹10 crore fine, and other provisions.
The law mandates that the fast-track courts and investigators must complete their processes and deliver final verdicts within three months.
The amendments explicitly target syndicates and organised networks that systematically procure, distribute, and monetise leaked public question papers.
The amended bill will be introduced in Parliament early next week.**
24 Jul 15:11 STEEL AUTHORITY OF INDIA LIMITED (SAIL) Q1 FY27 CONS NET PROFIT UP 120.8% AT ₹1,644.05 CR (YOY), DOWN 10.4% (QOQ)
REVENUE UP 1.25% AT ₹26,245.67 CR (YOY), DOWN 14.8% (QOQ)
EBITDA UP 50.0% AT ₹4,152.71 CR (YOY), DOWN 5.8% (QOQ)
MARGINS 15.82% V 10.68% (YOY), V 14.31% (QOQ)
24 Jul 15:11 ONESOURCE SPECIALTY PHARMA Q1 FY27 CONS NET PROFIT TURNAROUND AT ₹25.00 CR (vs LOSS OF ₹0.19 CR YOY), UP 443.5% (QOQ)
REVENUE UP 37.2% AT ₹449.02 CR (YOY), UP 4.9% (QOQ)
EBITDA UP 39.4% AT ₹123.35 CR (YOY), UP 34.2% (QOQ)
MARGINS 27.47% V 27.04% (YOY), V 21.47% (QOQ)
24 Jul 15:11 AVENUES AI: RBI APPROVES PREPAID PAYMENT INSTRUMENT (PPI) LICENCE 💳🚀
• 🏦 Reserve Bank of India (RBI) has authorised Avenues AI to set up and operate a Prepaid Payment Instruments (PPI) payment system
• 💳 Approval enables the company to issue and operate prepaid payment instruments under the Payment and Settlement Systems Act, 2007
• 📱 The licence strengthens Avenues AI's presence in India's fast-growing digital payments ecosystem
• 🌐 Opens up opportunities to expand payment offerings across consumers and merchants
• 🚀 Reinforces the company's fintech capabilities and supports future growth in digital financial services
🟢 Impact: Positive. The RBI licence is a significant regulatory milestone that broadens Avenues AI's payments business and creates new revenue opportunities.
24 Jul 15:11 TTK PRESTIGE LIMITED – Q1 FY27 CONS NET PROFIT TURNAROUND AT ₹36.82 CR (vs LOSS OF ₹40.64 CR YOY), UP 11.9% (QOQ)
REVENUE UP 12.3% AT ₹729.17 CR (YOY), DOWN 9.0% (QOQ)
EBITDA UP 33.7% AT ₹66.94 CR (YOY), DOWN 6.9% (QOQ)
MARGINS 9.18% V 7.71% (YOY), V 8.97% (QOQ)
24 Jul 15:11 NTPC LIMITED Q1 FY27 ST NET PROFIT UP 11.9% AT ₹5,342.36 CR (YOY), DOWN 38.9% (QOQ)
REVENUE UP 2.96% AT ₹43,831.86 CR (YOY), UP 1.7% (QOQ)
EBITDA UP 22.8% AT ₹12,628.87 CR (YOY), UP 1.0% (QOQ)
MARGINS 28.81% V 24.16% (YOY), V 29.00% (QOQ)
24 Jul 15:11 THE ORISSA MINERALS DEVELOPMENT COMPANY LIMITED – Q4 FY26 NET LOSS NARROWED 76.0% AT ₹-7.61 CR (YOY: LOSS OF ₹-31.67 CR), SWUNG TO LOSS FROM PROFIT OF ₹4.34 CR (QOQ)
REVENUE UP 331.5% AT ₹29.00 CR (YOY), UP 40.7% (QOQ)
EBITDA LOSS NARROWED TO ₹-9.35 CR (vs ₹-36.54 CR YOY), SWUNG TO LOSS FROM ₹10.37 CR (QOQ)
MARGINS -32.24% V -543.87% (YOY), V 50.34% (QOQ)
24 Jul 15:11 NEOGEN CHEMICALS Q1 FY27 CONS NET PROFIT UP 66.8% AT ₹17.11 CR (YOY), UP 50.2% (QOQ)
REVENUE UP 34.0% AT ₹250.29 CR (YOY), UP 1.5% (QOQ)
EBITDA UP 53.1% AT ₹48.23 CR (YOY), UP 9.8% (QOQ)
MARGINS 19.27% V 16.88% (YOY), V 17.81% (QOQ
24 Jul 15:11 KFIN TECH Q1 FY27 : CONS. NET PROFIT DOWN 7 % TO ₹75.21 CR (QOQ), -2.65% (YOY)
REVENUE UP 2.5 % TO ₹356.54 CR (QOQ), +30.10% (YOY)
EBITDA DOWN 5 % TO ₹121.98 CR (QOQ), +7.13% (YOY)
MARGINS AT 34.21% V 36.99% (QOQ), V 41.54% (YOY)
24 Jul 15:11 LODHA DEVELOPERS Q1 FY27 CONS NET PROFIT UP 103.4% AT ₹1,373.1 CR (YOY), UP 36.2% (QOQ)
REVENUE UP 43.1% AT ₹4,996.7 CR (YOY), UP 6.0% (QOQ)
EBITDA UP 95.3% AT ₹1,922.4 CR (YOY), UP 36.1% (QOQ)
MARGINS 38.47% V 28.19% (YOY), V 29.97% (QOQ)
24 Jul 15:11 JINDAL STEEL Q1 FY27 CONS NET PROFIT DOWN 43.6% AT ₹843.80 CR (YOY), DOWN 19.0% (QOQ)
REVENUE UP 25.9% AT ₹15,482.13 CR (YOY), DOWN 4.5% (QOQ)
EBITDA DOWN 11.5% AT ₹2,660.40 CR (YOY), DOWN 9.5% (QOQ)
MARGINS 17.18% V 24.45% (YOY), V 18.13% (QOQ)
24 Jul 13:35 SAIL Q1 FY27 Results
• Net Profit: 16.4B Rupees vs 7.4B Rupees ▲ 121.6% YoY
• Revenue: 262.46B Rupees vs 259B Rupees ▲ 1.3% YoY
• EBITDA: 41.53B Rupees vs 27.7B Rupees ▲ 49.9% YoY
• EBITDA Margin: 15.82% vs 10.69% ▲ 513 bps YoY
24 Jul 13:35 MANGALAM WORLDWIDE Q1 FY27 Results
• Net Profit: ₹12.02 Cr ▲ 18.7% YoY | ▼ 21.8% QoQ
• Revenue: ₹316.22 Cr ▲ 14.7% YoY | ▲ 19.3% QoQ
• EBITDA: ₹29.08 Cr ▲ 81.3% YoY | ▲ 4.9% QoQ
• EBITDA Margin: 9.20% vs 5.82% YoY | vs 10.47% QoQ
24 Jul 13:35 KROSS Q1 FY27 Results
• Net Profit: 133M Rupees vs 107M Rupees ▲ 24.3% YoY
• Revenue: 1.84B Rupees vs 1.39B Rupees ▲ 32.4% YoY
• EBITDA: 225M Rupees vs 161M Rupees ▲ 39.8% YoY
• EBITDA Margin: 12.21% vs 11.60% ▲ 61 bps YoY
24 Jul 13:35 LODHA DEVELOPERS Q1 FY27 Results
• Net Profit: 13.7B Rupees vs 6.75B Rupees ▲ 103.0% YoY
• Revenue: 50B Rupees vs 35B Rupees ▲ 42.9% YoY
• EBITDA: 19.2B Rupees vs 9.8B Rupees ▲ 95.9% YoY
• EBITDA Margin: 38.47% vs 28.19% ▲ 1,028 bps YoY
24 Jul 13:35 SAIL Q1 FY27: Results vs Estimates
• Net Profit: ₹1,644 Cr vs ₹1,703 Cr Est. 🔴 Miss
• Revenue: ₹26,245.6 Cr vs ₹26,250 Cr Est. 🔴 Miss
• EBITDA: ₹4,152.6 Cr vs ₹4,010 Cr Est. 🟢 Beat
• EBITDA Margin: 15.82% vs 15.28% Est. 🟢 Beat
24 Jul 13:35 Jindalsteel reports its Q1 results;
Net Profit (RD)43.6% At ₹844 Cr Vs ₹1,496 Cr (YoY)
Revenue (GU)25.9% At ₹15,482 Cr Vs ₹12,294 Cr (YoY)
EBITDA (RD)11.5% At ₹2,660.4 Cr Vs ₹3,004 Cr (YoY)
Margin At 17.18% Vs 24.43% (YoY)
24 Jul 13:35 SHAKTI PUMPS (INDIA) Q1 FY27 Results
• Net Profit: ₹51.59 Cr ▼ 46.7% YoY | ▲ 34.6% QoQ
• Revenue: ₹858.67 Cr ▲ 38.0% YoY | Flat QoQ
• EBITDA: ₹82.86 Cr ▼ 42.3% YoY | ▼ 0.3% QoQ
• EBITDA Margin: 9.65% vs 23.07% YoY | vs 9.69% QoQ
24 Jul 13:35 FABTECH TECHNOLOGIES Q1 FY27 Results
• Net Profit: ₹4.21 Cr Turnaround vs Loss of ₹6.13 Cr YoY | ▼ 80.9% QoQ
• Revenue: ₹74.98 Cr ▲ 10.3% YoY | ▼ 52.7% QoQ
• EBITDA: ₹4.25 Cr Turnaround vs Loss of ₹6.21 Cr YoY | ▼ 80.9% QoQ
• EBITDA Margin: 5.66% vs -9.14% YoY | vs 14.01% QoQ
24 Jul 13:35 JINDAL STEEL Q1 FY27: Results vs Estimates
• Net Profit: ₹844 Cr vs ₹930 Cr Est. 🔴 Miss
• Revenue: ₹15,482 Cr vs ₹13,998 Cr Est. 🟢 Beat
• EBITDA: ₹2,660.4 Cr vs ₹2,498 Cr Est. 🟢 Beat
• EBITDA Margin: 17.18% vs 17.85% Est. 🔴 Miss
24 Jul 13:35 Trump says all damages to ships to be paid by Iranian money "US has in its possession"
24 Jul 13:19 FIIs Net Sell ₹3,892.77 Cr While DIIs Net Buy ₹5,453.55 Cr In Equities Today (Provisional)
24 Jul 13:19 CONCOR reports its Q1 results;
Net Profit Remains Same At ₹266.5 Cr (YoY)
Revenue Up 0.3% At ₹2,160 Cr Vs ₹2,154 Cr (YoY)
EBITDA Down 2.7% At ₹444.3 Cr Vs ₹432.7 Cr (YoY)
Margin At 21% Vs 20.1% (YoY)
24 Jul 13:19 ShreeDigvijaycements reports its Q1 results;
Profit Down 50.5% At ₹6.82 Cr Vs ₹13.79 Cr (YoY)
Revenue Up 72.1% At ₹337.27 Cr Vs ₹195.95 Cr (YoY)
EBITDA Up 22.8% At ₹29.20 Cr Vs ₹23.78 Cr (YoY)
Margins At 8.66% Vs 12.14% (YoY)
24 Jul 13:19 SEBI ORDER
SEBI Finds Axis MF chief dealer orchestrated Rs 30.56 crore front-running scheme
SEBI Finds Axis MF chief dealer Viresh Joshi leaked confidential trade information
SEBI finds accused front-ran Axis MF trades from September 2021 to March 2022
Confidential Axis MF trade information leaked to fuel front-running conspiracy
24 Jul 13:19 LUDLOW JUTE – ACQUIRES 100% STAKE IN SEVA BY TARA FOUNDATION
• Acquired 100% equity stake in SEVA BY TARA FOUNDATION, making it a wholly-owned subsidiary.
• SEVA BY TARA FOUNDATION is a Section 8 company engaged in educational support services and social welfare activities.
• The acquisition was completed through a cash subscription of 1,00,000 equity shares of ₹10 each, aggregating ₹10 lakh.
• The incorporation of the subsidiary has been approved by the Ministry of Corporate Affairs (MCA).
• The transaction is a related party transaction as it involves a wholly-owned subsidiary.
24 Jul 13:19 INDO TECH TRANSFORMERS – ENTERS 400 kV TRANSFORMER SEGMENT
• Received NTPC approval/qualification to manufacture 400 kV class transformers for Battery Energy Storage System (BESS) projects.
• Secured an order to supply 2 units of 90 MVA, 400 kV transformers through a reputed EPC contractor.
• Expands its product portfolio from the existing 220 kV range to the 400 kV Extra High Voltage (EHV) segment.
• Enhances eligibility to participate in large utility, transmission, renewable energy, and BESS projects.
• The expansion is expected to unlock higher-value business opportunities and strengthen the company's position in the power transmission sector.
24 Jul 11:57 Bank of India Q1FY27 Results:-
Standalone*
PPOP 5051.08 Cr vs 4009.38 Cr
(+25.98% YoY┃+0.50% QoQ)
PBT 4087.48 Cr vs 2913.30 Cr
(+40.30% YoY┃+1.28% QoQ)
PAT 3067.90 Cr vs 2252.12 Cr
(+36.22% YoY┃+1.73% QoQ)
Provisions 963.60 Cr vs 1096.08 Cr
(-12.09% YoY┃-2.64% QoQ)
GNPA 1.81% vs 2.92% YoY & 1.98% QoQ
NNPA 0.51% vs 0.75% YoY & 0.56% QoQ
Consolidated*
PAT 3302.58 Cr vs 1829.56 Cr
(+80.51% YoY┃+6.96% QoQ)
24 Jul 11:57 Ratnaveer Precision Engineering Limited Q1FY27 Results:-
Revenue 314.64 Cr vs 264.62 Cr
(+18.90% YoY┃+26.38% QoQ)
EBITDA 32.18 Cr vs 27.03 Cr
(+19.09% YoY ┃+13.63% QoQ)
EBITDA Margin 10.23% vs 10.21% YoY & 11.38% QoQ
PBT 21.88 Cr vs 17.95 Cr
(+21.87% YoY┃+5.45% QoQ)
PAT 18.24 Cr vs 14.95 Cr
(+22.02% YoY┃+7.07% QoQ)
Other Income 3.79 Cr vs 0.28 Cr YoY & 7.33 Cr QoQ
24 Jul 11:38 BLUSPRING ENTERPRISES: SECURES ₹125 CRORE TERM LOAN FOR LSG ACQUISITION 🍽️💼
• 🏦 Wholly-owned subsidiary Bluspring New Horizon Two Pvt. Ltd. has signed a ₹125 crore secured term loan with a leading NBFC
• 🎯 Loan proceeds will be used to fund the 100% acquisition of LSG Sky Chefs (India) Pvt. Ltd.
• 📅 The loan agreement was executed on July 23, 2026
• ⏳ Loan carries a tenure of up to 48 months from the date of disbursement
• 🔒 Loan is secured by a charge on BNHTPL's fixed and current assets and backed by an irrevocable corporate guarantee from Bluspring Enterprises
🟢 Impact: Positive. Funding tie-up strengthens Bluspring's ability to complete the LSG Sky Chefs acquisition and expand its aviation catering business.
24 Jul 11:38 ASSOCIATED ALCOHOLS Q1 FY27 :CONS NET PROFIT DOWN 25 % AT 17.83 CR (YOY), DOWN 24 % (QOQ)
NET REVENUE UP 5 % AT 280.8 CR (YOY) ,UP 18 % (QOQ)
EBITDA DOWN 19 % AT 29.8 CR (YOY),DOWN 26 %(QOQ)
MARGINS AT 10.6 % V 13.8 % (YOY), 16.8 % (QOQ)
24 Jul 11:38 SBI CARD Q1 : GROSS NPA AT 2.04% VS 2.41% (QOQ)
NET NPA AT 0.83% VS 1.04% (QOQ)
24 Jul 11:38 SBI CARD Q1 : ST NET PROFIT UP 20 % TO 664 CR YOY, UP 9 % QOQ
NII FLAT AT 1676 CR YOY, FLAT QOQ
COMMISSION DOWN 4 % TO 2405 CR YOY, UP 1 % QOQ
24 Jul 11:38 BHILWARA SPINNERS Q1 FY27 Results
• Net Profit: ₹1.91 Cr vs Loss of ₹2.14 Cr YoY (Turnaround) | ▼ 71.4% QoQ
• Revenue: ₹33.84 Cr ▲ 1167% YoY | ▼ 2.1% QoQ
• EBITDA: ₹4.56 Cr vs ₹0.23 Cr YoY | ▲ 6.0% QoQ
• EBITDA Margin: 13.49% vs 8.73% YoY | 12.44% QoQ
24 Jul 11:38 SBI CARD Q1 FY27 Results
• Net Profit: ₹664 Cr ▲ 20% YoY | ▲ 9% QoQ
• Net Interest Income (NII): ₹1,676 Cr Flat YoY | Flat QoQ
• Commission Income: ₹2,405 Cr ▼ 4% YoY | ▲ 1% QoQ
• Gross NPA: 2.04% vs 2.41% QoQ
• Net NPA: 0.83% vs 1.04% QoQ
24 Jul 11:38 ASSOCIATED ALCOHOLS Q1 FY27 Results
• Net Profit: ₹17.83 Cr ▼ 25% YoY | ▼ 24% QoQ
• Net Revenue: ₹280.8 Cr ▲ 5% YoY | ▲ 18% QoQ
• EBITDA: ₹29.8 Cr ▼ 19% YoY | ▼ 26% QoQ
• EBITDA Margin: 10.6% vs 13.8% YoY | 16.8% QoQ
24 Jul 11:38 BLUSPRING ENTERPRISES – SECURES ₹125 CRORE TERM LOAN FOR LSG ACQUISITION
• Wholly-owned subsidiary Bluspring New Horizon Two Pvt. Ltd. has signed a ₹125 crore secured term loan with a leading NBFC.
• The loan proceeds will be used to fund the 100% acquisition of LSG Sky Chefs (India) Pvt. Ltd.
• The loan agreement was executed on July 23, 2026.
• The loan has a tenure of up to 48 months from the date of disbursement.
• The facility is secured by a charge on BNHTPL's fixed and current assets and is backed by an irrevocable corporate guarantee from Bluspring Enterprises.
24 Jul 11:38 OMAXE AUTO Q1 FY27 Results
• Net Profit: ₹10.60 Cr ▲ 48.5% YoY | ▼ 38.9% QoQ
• Revenue: ₹121.99 Cr ▲ 22.4% YoY | ▼ 30.1% QoQ
• EBITDA: ₹13.48 Cr ▲ 61.4% YoY | ▼ 38.0% QoQ
• EBITDA Margin: 11.05% vs 8.38% YoY | 12.46% QoQ
• Dividend: ₹2.50 per share.
24 Jul 11:38 SOUTH KOREA'S POLICY CHIEF ANNOUNCES SAMSUNG AND HYNIX WILL SIGN NEW LONG-TERM CHIP SUPPLY DEALS, WITH BOTH COMPANIES EXPECTED TO REVEAL SIGNIFICANT NUMBERS DURING PRESIDENT LEE'S VISIT TO THE U.S.
24 Jul 11:38 **SUMEET INDUSTRIES – COMPLETES ₹199.75 CRORE RIGHTS ISSUE
**
• Successfully completed a ₹199.75 Cr Rights Issue through the allotment of 16.84 crore equity shares at ₹11.86 per share.
• Rights entitlement was 8 equity shares for every 25 fully paid-up equity shares.
• Issue remained open from June 22, 2026 to July 20, 2026.
Fund Utilisation
• ₹100 Cr for working capital to support production and raw material procurement.
• ₹49.90 Cr for operationalising and integrating the Nakoda Limited CP Plant.
• ₹23 Cr towards debt prepayment.
• ₹22 Cr for setting up a 6.5 MW captive solar power plant to reduce power costs and improve energy security.
24 Jul 11:38 CRISIL ESTIMATES POLYESTER YARN VOLUMES TO DECLINE 2-3% THIS FISCAL AS WEST ASIA CONFLICT RAISES INPUT COSTS
24 Jul 11:38 American Express Q2 2026 Earnings
-EPS $4.53 (est $4.41)
-Rev. $19.64B (est $19.69B)
-Billed Business $455.8B (est $454.79B)
-Still Sees FY EPS $17.30 TO $17.90 (est $17.68)
-Sees FY Rev +10%, Saw +9% To +10%
24 Jul 11:38 CABINET MEET OUTCOME
Approves Total Decisions Worth Rs 4,294 Cr
Approves Bhavya Rasayan Scheme Of Rs 3,030 Cr
Approves Rail Lines In Karnataka Worth Rs 1,264 Cr
24 Jul 10:52 Here's a look at the key index and sectoral trends that shaped the market this week.
24 Jul 10:52 SBI CARDS & PAYMENT SERVICES Q1FY27 :-
Interest Income 2,420.63 Cr vs 2,493.15 Cr
(-2.91% YoY┃+1.63% QoQ)
Total Income 5,205.36 Cr vs 5,035.39 Cr
(+3.37% YoY┃+0.35% QoQ)
Impairment on Financials 947.68 Cr vs 1,351.55 Cr
(-29.88% YoY┃-13.60% QoQ)
PBT 893.13 Cr vs 748.36 Cr
(+19.35% YoY┃+9.46% QoQ)
PAT 664.44 Cr vs 555.96 Cr
(+19.51% YoY┃+9.05% QoQ)
EPS 6.98 vs 5.84 YoY & 6.40 QoQ
GNPA 2.04% vs 2.41% QoQ
NNPA 0.83% vs 1.04% QoQ
PCR 59.88% ┃ CAR 25.64%
24 Jul 10:52 ASSOCIATED ALCOHOLS & BREWERIES Q1FY27 (Consolidated) :-
Revenue 286.30 Cr vs 270.21 Cr
(+5.96% YoY┃+18.50% QoQ)
EBITDA 32.86 Cr vs 38.93 Cr
(-15.60% YoY┃-13.85% QoQ)
EBITDA Margin 11.48% vs 14.41% YoY & 15.79% QoQ
PBT 24.05 Cr vs 31.77 Cr
(-24.28% YoY┃-25.83% QoQ)
PAT 17.83 Cr vs 23.65 Cr
(-24.60% YoY┃-24.14% QoQ)
EPS 8.88 vs 13.08 YoY & 12.33 QoQ
24 Jul 10:39 KUNDAN EDIFICE – BAGS ₹1.10 CRORE ORDER FROM ORIENT ELECTRIC
24 Jul 10:39 TATA CONSUMER PRODUCTS Q1FY27 (Consolidated) :-
Revenue 5,348.88 Cr vs 4,778.91 Cr
(+11.93% YoY┃-1.55% QoQ)
EBITDA 796.10 Cr vs 641.60 Cr
(+24.08% YoY┃+6.10% QoQ)
EBITDA Margin 14.88% vs 13.43% YoY & 13.81% QoQ
PBT 592.21 Cr vs 465.42 Cr
(+27.24% YoY┃-8.40% QoQ)
PAT 426.98 Cr vs 334.15 Cr
(+27.78% YoY┃+1.85% QoQ)
EPS 4.31 vs 3.38 YoY & 4.24 QoQ
24 Jul 10:38 MARKET AT CLOSE ⤵️
Market Closes Largely In The Red, Nifty Fails To Hold 23,800
Sensex Falls 332 Points To 76,060 & Nifty 102 Points To 23,767
Nifty Bank Rises 102 Points Το 56,694 While Midcap Index Slips 63 Points To 61,622
Sensex Gains 262 Points To 77,764 & Nifty 95 Points Tο 24,271
Financials & IT See A Big Recovery From Lows, Nifty Bank Ends Higher
Auto Stocks See Profit Booking, NBFCs Under Pressure As Well
24 Jul 10:28 SBI Life Insurance | Q1 FY27 Results
Financial Performance
- New Business Premium ₹8,910 crore (+23% YoY).
- Gross Written Premium ₹21,290 crore (+20% YoY).
- Renewal Premium ₹12,380 crore (+17% YoY).
- APE ₹5,380 crore (+36% YoY).
- PAT ₹720 crore (+22% YoY).
- VoNB ₹1,410 crore (+29% YoY).
- VoNB margin at 26.2%.
Business Highlights
- Individual NBP ₹5,610 crore (+14% YoY).
- Individual Rated Premium ₹3,970 crore (+14% YoY).
- IEV increased to ₹85,290 crore.
- Net worth reached ₹20,110 crore.
- AUM crossed ₹5.25 lakh crore.
Operational Highlights
- Individual NBP market share 24.9%.
- Individual Rated Premium share 22.2%.
- 13th-month persistency improved to 87.7%.
- Solvency ratio remained at 1.96.
- ROE improved to 14.8%.
Management Commentary
- Growth momentum continued in FY27.
- All product segments posted double-digit growth.
- Protection and guaranteed products gained share.
- Renewal premium growth improved business quality.
- Technology and distribution remain key strengths.
Impact
- Positive.
- Strong premium growth.
- Healthy profit expansion.
- VoNB increased strongly.
- Market leadership maintained.
- Strong balance sheet supports growth.
Key Takeaway
- SBI Life delivered a strong Q1 FY27 with healthy growth across premiums, profitability and value creation. Robust APE growth, higher protection product contribution, improving persistency and sustained market leadership reinforce management's confidence in delivering long-term profitable growth.
24 Jul 10:28 DCB BANK Q1FY27 :-
Interest Income 1,984.30 Cr vs 1,813.60 Cr
(+9.41% YoY┃+4.04% QoQ)
Other Income 196.00 Cr vs 236.00 Cr
(-16.95% YoY┃-7.55% QoQ)
Operating Profit 1,448.00 Cr vs 1,324.00 Cr
(+9.37% YoY┃+4.70% QoQ)
OPM 73.00% vs 73.00% YoY & 72.50% QoQ
PAT 213.20 Cr vs 157.26 Cr
(+35.57% YoY┃+3.67% QoQ)
EPS 6.60 vs 4.97 YoY & 6.35 QoQ
24 Jul 10:28 WEEKLY MARKET LINES
Nifty closes in the red this week, down over 2%
HDFC and Dr Reddy's are the top losers on the Nifty this week
Nifty Midcap 150 outperforms the benchmark despite ending the week down over 1%
24 Jul 10:28 Rupee remain unchanged at ₹96.57 agains the dollar on Friday's trading session.
24 Jul 10:28 KUNDAN EDIFICE – BAGS ₹1.10 CRORE ORDER FROM ORIENT ELECTRIC
• Received an order worth ₹1.10 Cr from Orient Electric Ltd.
• The order includes the supply of HV Flex (Rope Lights), LV Flex (Strip Lights), and Rectifier Products.
• The order will be executed within mutually agreed timelines.
• The order strengthens the company's presence in the lighting segment and reflects its long-standing business relationship with Orient Electric.
• The development is expected to support production planning and operational execution.
24 Jul 10:28 STERLITE TECHNOLOGIES Q1 FY27 – Key Highlights
• Reported record quarterly Revenue of ₹1,910 Cr and EBITDA of ₹397 Cr, up 87% YoY and 184% YoY, respectively.
• Open order book stood at ₹18,618 Cr.
• Achieved a net debt-free balance sheet following a ₹1,500 Cr QIP.
• CRISIL revised the rating outlook to 'Stable', while ICRA upgraded the credit rating to 'AA (Stable)'.
• Secured a US$1.11 billion contract for AI data centres and US$100 million+ hyperscaler orders.
24 Jul 10:28 Union Minister JP Nadda has said the government held a nearly two-hour meeting with the Cockroach Janta Party (CJP), which is leading the ongoing student protests.
Nadda said the group placed three main demands and five reform suggestions for examinations before the government.
"We have told them that we will meet them again tomorrow afternoon and tell them about the discussion we had among the Government," he said.
24 Jul 09:56 HINDUSTAN FOODS: SUBSIDIARY TEMPORARILY HALTS SILVASSA OPERATIONS DUE TO FLOODING 🌧️🏭
• ⚠️ Hindustan Foods' subsidiary Aero Care Personal Products LLP has temporarily suspended operations at its Silvassa manufacturing facilities due to flooding caused by incessant rainfall and severe waterlogging.
• 🛠️ The company is assessing the extent of damage to plant, machinery, inventory and other assets. The financial impact cannot yet be quantified as access to certain areas remains restricted.
• 🛡️ The affected assets are comprehensively covered under insurance, and the company has initiated measures to safeguard assets and restore operations at the earliest.
• 📅 The company expects operations to gradually normalize over the next few days, subject to weather conditions, while the loss assessment is underway.
🟡 Impact: Neutral (The disruption is temporary and insured, but the financial impact remains uncertain until the damage assessment is completed.)
24 Jul 09:56 ACC: ACQUIRES 26% STAKE IN RENEWABLE POWER SPV; Q1 PROFIT DECLINES ⚡🏭
• 🌞 Board approved acquisition of 26% stake in Amplus Andhra Power Pvt. Ltd. for around ₹5.31 crore to source renewable power under the captive consumption framework.
• 💰 Standalone Q1 FY27 Net Profit: ₹148 crore vs ₹385 crore YoY (↓61.6% YoY)
• 🏗️ Revenue from Operations: ₹5,748 crore vs ₹6,256 crore YoY (↓8.1% YoY)
• 📉 Profit Before Tax: ₹198 crore vs ₹574 crore YoY, impacted by a ₹24 crore exceptional expense related to a voluntary severance scheme.
• ⚡ Company also approved temporary suspension of manufacturing operations at certain facilities as part of a strategic review to improve operational efficiency, while stating no impairment provision is required.
🔴 Impact: Mixed to Negative (Renewable power acquisition is strategically positive, but weak Q1 earnings and lower profitability outweigh the near-term positives.)
24 Jul 09:56 ULTRATECH CEMENT: CARE ASSIGNS AAA RATING TO ₹5,000 CRORE NCD ISSUE ⭐🏗️
• 🏦 CARE Ratings has assigned 'CARE AAA; Stable' rating to UltraTech Cement's proposed ₹5,000 crore Non-Convertible Debenture (NCD) issue and reaffirmed 'CARE AAA; Stable / CARE A1+' ratings on its existing bank facilities.
• 🏭 CARE highlighted UltraTech's market leadership, with 205.5 MTPA global cement capacity, and expects the company to expand capacity to over 242.5 MTPA by FY28-end.
• 🌱 The company is targeting 85% of its power requirement from green energy by FY30, with renewable capacity planned to rise from 1.39 GW to 2 GW by FY27-end.
• 💪 CARE also cited UltraTech's strong financial profile, healthy liquidity, robust cash flows and comfortable leverage, while noting exposure to cement industry cyclicality and input cost volatility as key monitorable factors.
🟢 Impact: Positive (The reaffirmation of the highest credit rating and AAA rating for the proposed NCD issue reflects UltraTech's strong balance sheet, market leadership and financial strength.)
24 Jul 09:56 ELGI EQUIPMENTS: DELAYS GLOBAL SUPPORT CENTER EXPANSION TO Q3 FY27 🏭⏳
• 🏗️ ELGi Equipments has revised the timeline for the capacity expansion of its Global Support Center (GSC) at Kinathukadavu, Coimbatore.
• 📅 The GSC capacity, earlier expected to be operational in Q1 FY27, is now scheduled to be added in Q3 FY27.
• ⚙️ The delay is due to additional time required for commissioning, testing and stabilization of automation equipment.
• 📈 The company clarified that the delay will have no impact on its revenue.
🟡 Impact: Neutral (The project timeline has been extended, but the company has stated that there is no impact on revenue or business operations.)
24 Jul 09:56 PAYTM ; Block deal expected by SAIF Partners (Softbank ) next week - NDTV PROFIT 🔴
SELLERS LIKELY TO OFFER 5-8% DISCOUNT TO CMP
24 Jul 09:56 LAURUS LABS Q1 FY27: DIVISIONAL HIGHLIGHTS 💊
• 🧬 CDMO revenue surged 67% YoY to ₹870 crore, led by commercial projects and late-stage clinical supplies
• ⚗️ Small Molecules CDMO revenue rose 69% YoY to ₹835 crore, while Bio CDMO grew 21% YoY to ₹35 crore
• 💊 Affordable Medicines revenue increased 10% YoY to ₹1,156 crore, supported by steady ARV demand and new US launches
• 📈 Gross margin expanded to 62.7% (+300 bps), while EBITDA margin improved to 31.8% (+700 bps) on better business mix and operating leverage
• 🏗️ Capex plans remain on track across Small Molecules, Fermentation, Peptides, Gene Therapy and ADCs, with the fermentation facility expected to be commissioned by Q3 FY27
• 📋 Filed 2 new developed market FDF dossiers in Q1, taking cumulative filings to 96 products, while cumulative DMF filings reached 92
24 Jul 09:56 LAURUS LABS Q1 FY27: MANAGEMENT COMMENTARY 💊
• 📈 Reported record quarterly revenue with improved profitability, driven by strong growth in CDMO and Affordable Medicines
• 🧬 Strengthened integrated offerings and niche capabilities to deepen client relationships
• 🚀 Signed agreements to in-license two Antibody Drug Conjugates (ADCs) and secured a new land parcel to support long-term growth
• 💰 Revenue stood at ₹2,026 crore (+29% YoY), while EBITDA rose 66% YoY to ₹644 crore
• 📊 EBITDA margin expanded to 31.8%, while gross margin improved over 300 bps to 62.7%, aided by better product mix, capacity utilization and operating leverage
• 🏗️ Company continues with its key capex program to support near-term and long-term growth
24 Jul 09:40 Laurus Labs | Q1 FY27 Results
Financial Performance
- Revenue ₹2,026 crore (+29% YoY).
- EBITDA ₹644 crore (+66% YoY).
- EBITDA margin expanded to 31.8%.
- Gross margin improved to 62.7%.
- Record quarterly revenue reported.
Business Highlights
- CDMO revenue ₹870 crore (+67% YoY).
- Small Molecules CDMO ₹835 crore (+69% YoY).
- Bio CDMO ₹35 crore (+21% YoY).
- Affordable Medicines ₹1,156 crore (+10% YoY).
Growth Drivers
- Commercial CDMO projects accelerated.
- Late-stage clinical supplies increased.
- ARV demand remained healthy.
- New U.S. product launches supported growth.
- Better product mix improved margins.
- Operating leverage enhanced profitability.
Strategic Initiatives
- Capex progressing across key platforms.
- Fermentation facility on track for Q3 FY27.
- Signed two ADC in-licensing agreements.
- Acquired land for future expansion.
- Filed two new FDF dossiers.
- Total FDF filings reached 96.
- Total DMF filings reached 92.
Management Commentary
- Strong CDMO momentum continues.
- Integrated capabilities strengthening client relationships.
- Capacity expansion supports future growth.
- Confident of sustaining long-term growth.
Impact
- Positive.
- Record revenue and EBITDA.
- Strong CDMO growth.
- Margin expansion continues.
- Capex supports future capacity.
- Pipeline continues strengthening.
Key Takeaway
- Laurus Labs delivered a record Q1 FY27 with strong growth in CDMO and Affordable Medicines, driving significant margin expansion and profitability. Continued investments in fermentation, peptides, gene therapy and ADCs, along with a growing product pipeline, position the company for sustained long-term growth.
24 Jul 09:40 STL Tech | Q1 FY27 Earnings Summary
Financial Performance
- Revenue ₹1,910 crore (+87% YoY).
- EBITDA ₹397 crore (+184% YoY).
- EBITDA margin expanded to 20.8%.
- PAT surged to ₹197 crore.
- EPS increased to ₹4.0.
- Record quarterly performance across metrics.
Business Highlights
- Record order book at ₹18,618 crore.
- Order intake rose 1.7x QoQ to ₹13,100 crore.
- Data Center business scaled strongly.
- AI-led demand remained robust.
Segment Highlights
- Data Center & Cloud revenue mix increased to 21%.
- Optical networking revenue grew 90% YoY.
- Americas revenue contribution increased to 54%.
Balance Sheet
- Achieved net debt-free status.
- Net cash balance at ₹483 crore.
- Recent ₹1,500 crore QIP strengthened balance sheet.
Earnings Quality
- Broad-based operational growth.
- No material one-off items.
- Profit growth driven by core operations.
- Clean earnings quality.
Management Outlook
- Strong AI-led Data Center demand.
- Focus on North America and APAC (ex-China).
- Large order book provides multi-quarter visibility.
Key Monitorable
- PwC highlighted litigation involving U.S. subsidiary.
- No accounting distortions flagged.
Impact
- Positive.
- Record revenue and profit.
- Margin expansion continues.
- Healthy cash generation.
- Strong order visibility.
- Balance sheet significantly strengthened.
Key Takeaway
- STL Tech delivered a breakout Q1 FY27 with record revenue, profitability and margins, supported by strong AI-led Data Center demand and robust order inflows. A net debt-free balance sheet and a record order book provide strong visibility, although investors should monitor the ongoing litigation involving its U.S. subsidiary.
24 Jul 09:27 SBI LIFE INSURANCE Q1FY27 :-
Net Premium Income 20,077.21 Cr vs 17,178.50 Cr
(+16.87% YoY┃-27.48% QoQ)
Total Policyholders' Income 46,090.70 Cr vs 38,695.91 Cr
(+19.11% YoY┃+714.64% QoQ)
Surplus 539.91 Cr vs 468.15 Cr
(+15.33% YoY┃-75.39% QoQ)
PBT 745.87 Cr vs 610.95 Cr
(+22.08% YoY┃-8.57% QoQ)
PAT 724.93 Cr vs 594.37 Cr
(+21.96% YoY┃-9.91% QoQ)
EPS 7.23 vs 5.93 YoY & 8.02 QoQ
Solvency 1.96x vs 1.96x YoY & 1.90x QoQ
24 Jul 09:27 ACC LIMITED Q1FY27 :-
Revenue 5,808 Cr vs 6,328 Cr
(-8.22% YoY┃-17.85% QoQ)
EBITDA 500 Cr vs 776 Cr
(-35.57% YoY┃-38.65% QoQ)
EBITDA Margin 8.61% vs 12.26% YoY & 11.53% QoQ
PBT before Exceptional Item 224 Cr vs 563 Cr
(-60.21% YoY┃-40.11% QoQ)
Exceptional Item -24 Cr vs —
(Q4FY26: -4 Cr)
PBT 200 Cr vs 563 Cr
(-64.48% YoY┃-45.95% QoQ)
PAT 147 Cr vs 376 Cr
(-60.90% YoY┃-38.24% QoQ)
EPS 7.83 vs 19.99 YoY & 12.69 QoQ
24 Jul 09:20 LAURUS LABS LIMITED Q1FY27 :-
Revenue 2,026.31 Cr vs 1,569.57 Cr
(+29.10% YoY┃+11.85% QoQ)
EBITDA 638.27 Cr vs 381.60 Cr
(+67.26% YoY┃+29.10% QoQ)
EBITDA Margin 31.50% vs 24.31% YoY & 27.29% QoQ
PBT 481.36 Cr vs 224.22 Cr
(+114.68% YoY┃+33.20% QoQ)
PAT 367.60 Cr vs 163.02 Cr
(+125.49% YoY┃+31.69% QoQ)
EPS 6.81 vs 3.02 YoY & 5.17 QoQ
24 Jul 09:20 STERLITE TECHNOLOGIES LIMITED Q1FY27 :-
Revenue 1,910 Cr vs 1,019 Cr
(+87.44% YoY┃+32.55% QoQ)
EBITDA 397 Cr vs 140 Cr
(+183.57% YoY┃+82.11% QoQ)
EBITDA Margin 20.79% vs 13.74% YoY & 15.13% QoQ
PBT before Exceptional Item 257 Cr vs 13 Cr
(+1,876.92% YoY┃+229.49% QoQ)
Exceptional Item — vs —
(Q4FY26: +31 Cr)
PBT 257 Cr vs 13 Cr
(+1,876.92% YoY┃+135.78% QoQ)
PAT 197 Cr vs 10 Cr
(+1,870.00% YoY┃+233.90% QoQ)
EPS 4.03 vs 0.20 YoY & 1.21 QoQ
24 Jul 09:20 LAURUS LABS Q1 FY27 Results
• Net Profit: 3.7B Rupees vs 1.63B Rupees YoY | Est. 2.7B Rupees (Beat)
• EBITDA: 6.44B Rupees vs 3.82B Rupees YoY
• EBITDA Margin: 31.8% vs 24.35% YoY
24 Jul 09:20 STERLITE TECH Q1
STL's focus markets North America expected to lead demand growth, with CRU projecting a 18.6% CAGR through 2030.
24 Jul 09:20 RATTANINDIA POWER Q1 FY27 Results
• Net Profit: ₹45.85 Cr vs Loss of ₹13.11 Cr YoY (Turnaround) | ▲ 7.03% QoQ
• Revenue: ₹798.55 Cr ▼ 2.85% YoY | ▲ 1.38% QoQ
• EBITDA: ₹124.97 Cr ▲ 29.28% YoY | ▼ 3.60% QoQ
• EBITDA Margin: 15.65% vs 11.76% YoY | 16.46% QoQ
24 Jul 09:20 BRENT CRUDE EXTENDS RETREAT, FALLING 3.8% TO $96.89 A BARREL
24 Jul 09:20 Delhi High Court rules:
OpenAI storing ANI's work doesn't amount to copyright violation as outputs weren't similar
Irreparable injury will be caused to OpenAI if interim injunction is granted
24 Jul 09:20 Brent slips below $98/bbl, down 3% from day's high
24 Jul 09:20 Union Cabinet approves fast-track courts and stringent punishment provisions to prevent paper leaks
Cabinet approves amendments to the Public Examinations (Prevention of Unfair Means) Act, 2024
Special fast-track courts to be given enhanced legal powers
Fast-track courts will be be mandated to complete hearings and deliver verdicts within three months
Proposal for setting up chemicals parks also approved
Bankers' Books evidence bill 2026 also gets cabinet nod
24 Jul 09:13 Greenply Industries Q1 FY27 Highlights
Overall Performance
- Core EBITDA: ₹78.3 Cr (+27.1% YoY).
- Core EBITDA margin: 10.8%.
Plywood Business
- Revenue: ₹526.6 Cr (+16.0% YoY).
- Volume: +13.8% YoY.
- EBITDA margin: 8.4% (+50 bps).
- PAT: ₹26.6 Cr.
MDF Business
- Revenue: ₹195.7 Cr (+32.8% YoY).
- Volume: +24.7% YoY.
- EBITDA margin: 17.3%.
- PAT: ₹16.8 Cr.
Key Takeaway
- Positive: Strong growth across both plywood and MDF businesses, supported by healthy volume growth and margin expansion.
24 Jul 09:13 JAMNA AUTO – TO ACQUIRE UK-BASED OWEN SPRINGS FOR £2 MILLION
• Approved the acquisition of 100% equity in Owen Springs Limited (UK) from OSL Group Holdings, subject to customary closing conditions.
• The acquisition will be completed for £2 million in cash, subject to net current asset adjustments under the Share Purchase Agreement.
• Owen Springs manufactures and trades leaf and parabolic springs.
• The acquisition aligns with Jamna Auto's Lakshya–RISE 5000 strategy to expand into new markets, strengthen its international presence, and create long-term operational synergies.
• The transaction is expected to be completed by August 31, 2026.
24 Jul 09:13 ATUL – APPROVES ₹167 CRORE CAPEX FOR HERBICIDE EXPANSION
• Board approved a ₹167 crore capex (excluding working capital and GST) to set up a new manufacturing facility for Mecoprop-p (MCPP-p) and 2-Methyl-4-Chlorophenoxyacetic Acid (MCPA).
• The project will add 1,000 TPA of MCPP-p and 750 TPA of MCPA capacity. The company currently has no existing capacity for these products.
• The project will be funded through internal accruals and is targeted to be commissioned within 67 weeks.
• The expansion will broaden Atul's Phenoxy herbicides portfolio, strengthen its market position, and enable production of value-added downstream products of o-Cresol and MCA.
24 Jul 09:10 GREENPLY INDUSTRIES Q1 FY27: MANAGEMENT COMMENTARY 🌳
• 📈 Management remains confident of achieving FY27 guidance, backed by 20.7% YoY growth in consolidated revenue
• 🪵 Plywood business continues to witness healthy volume momentum
• 🏭 MDF segment revenue surged 32.8% YoY, driven by strong demand
• 🌱 Launched permanent "One Sheet, One Tree" initiative – one tree to be planted for every plywood sheet sold across India
• 🤝 Greenply Samet JV doubled revenue YoY in Q1 and management expects strong growth ahead, supported by wider market presence and improving customer acceptance
• 🚀 Company remains focused on sustainable growth, innovation and expanding its leadership across plywood, MDF and furniture hardware
24 Jul 09:10 GREENPLY IND Q1 : Greenply Samet JV
Total revenue was Rs 13.61 crores (100%)
Share of PAT loss was Rs 5.7 Crs (50%
24 Jul 09:10 GREENPLY IND Q1 : MDF Business
Revenue from MDF business was Rs 195.7 crores, an 32.8% increase on y-o-y basis.
Realization per CBM was Rs 33,525.
Core EBITDA without forex loss was Rs 33.9 crores with a core EBITDA margin of 17.3%.
Net profit was Rs 16.8 crores.
24 Jul 09:10 GREENPLY IND Q1 : Plywood Business
Revenue from Plywood & allied products was Rs 526.6 crores, a 16.0% increase on y-o-y basis.
Realization per SQM was Rs 265.
Core EBITDA was Rs 44.5 crores with a core EBITDA margin of 8.4% as against 7.9%, a 50 bps increase on a Y-O-Y basis
Net profit was Rs 26.6 crores.
24 Jul 09:10 ATUL: APPROVES ₹167 CRORE CAPEX FOR HERBICIDE MANUFACTURING EXPANSION 🌱🏭
• 🏗️ Atul's Board has approved a ₹167 crore capital expenditure (excluding working capital and GST) to set up a new manufacturing facility for Mecoprop-p (MCPP-p) and 2-Methyl-4-Chlorophenoxyacetic Acid (MCPA).
• ⚙️ The project will add 1,000 TPA of MCPP-p and 750 TPA of MCPA manufacturing capacity. The company currently has no existing capacity for these products.
• 💰 The entire project will be funded through internal accruals, with commissioning targeted within 67 weeks.
• 📈 The expansion aims to broaden Atul's Phenoxy herbicides portfolio, strengthen its market position and produce value-added downstream products of o-Cresol and MCA.
🟢 Impact: Positive (The capex strengthens Atul's specialty chemicals portfolio, expands herbicide manufacturing capacity and supports long-term growth through value-added products.)
24 Jul 09:10 GREENPLY IND Q1 : Core EBITDA margins at 10.8% at Rs 78.3 Crs in Q1 FY27, a 27.1% YoY increase
Plywood Business* Volume grew by 13.8% Y-o-Y in Q1 FY27 with a Core EBITDA margin of 8.4%
MDF Business Volume grew by 24.7% Y-o-Y in Q1 FY27 with a Core EBITDA margin of 17.3 %
24 Jul 09:10 JAMNA AUTO: TO ACQUIRE UK-BASED OWEN SPRINGS FOR £2 MILLION 🌍🤝
• 🇬🇧 Jamna Auto Industries has approved the acquisition of 100% equity share capital of Owen Springs Limited (UK) from OSL Group Holdings Limited, subject to customary closing conditions.
• 💰 The acquisition will be completed through 100% cash consideration of £2 million, subject to net current asset adjustments under the Share Purchase Agreement.
• 🏭 Owen Springs is engaged in the manufacturing and trading of leaf and parabolic springs. The acquisition is aligned with Jamna Auto's Lakshya–RISE 5000 strategy to expand into new markets, strengthen its international presence and create long-term operational synergies.
• 📅 The transaction is expected to be completed by August 31, 2026.
🟢 Impact: Positive (The acquisition strengthens Jamna Auto's global footprint, expands its presence in the UK market and supports long-term international growth.)
24 Jul 09:10 HINDALCO: Hindalco plans a potential 1 lakh crore investment pipeline to expand aluminium and copper capacities and meet rising domestic demand
24 Jul 09:10 WELSPUN CORP: ACQUIRES CONTROL OF CAPTIVE POWER ARM; BUYS 51% STAKE FOR ₹67.66 CRORE ⚡🏭
• 🤝 The Board has approved the acquisition of an additional 51% stake in Welspun Captive Power Generation Ltd. (WCPGL) from Welspun Living Ltd., a promoter group company, for ₹67.66 crore.
• 📈 Upon completion of the transaction, Welspun Corp's effective stake (together with its subsidiaries) in WCPGL will increase from 23% to 74%, making it a subsidiary of the company.
• 🏢 The Board also approved the incorporation of a new company in India, with Welspun Corp investing ₹26,000 for a 26% equity stake.
• 📊 Separately, the Board approved the Q1 FY27 unaudited financial results.
🟢 Impact: Positive (The acquisition strengthens Welspun Corp's control over its captive power operations, enhancing energy security and supporting long-term operational efficiency.)
24 Jul 09:00 CG POWER Q1 FY27: Results vs Estimates
• Net Profit: ₹313 Cr vs Est. ₹349 Cr (❌ Miss)
• Revenue: ₹3,281 Cr vs Est. ₹3,500 Cr (❌ Miss)
• EBITDA: ₹397 Cr vs Est. ₹472.3 Cr (❌ Miss)
• EBITDA Margin: 12.0% vs Est. 13.5% (❌ Miss)
24 Jul 08:59 CG POWER AND INDUSTRIAL SOLUTIONS LIMITED Q1FY27 :-
Revenue 3,280.81 Cr vs 2,878.05 Cr
(+13.99% YoY┃-4.66% QoQ)
EBITDA 397.36 Cr vs 363.42 Cr
(+9.34% YoY┃-16.73% QoQ)
EBITDA Margin 12.11% vs 12.63% YoY & 13.87% QoQ
PBT 422.88 Cr vs 363.78 Cr
(+16.25% YoY┃-13.77% QoQ)
PAT 313.01 Cr vs 269.23 Cr
(+16.26% YoY┃-14.36% QoQ)
EPS 1.99 vs 1.76 YoY & 2.31 QoQ
24 Jul 08:59 RAMKRISHNA FORGINGS LIMITED Q1FY27 :-
Revenue 1,216.67 Cr vs 1,015.26 Cr
(+19.84% YoY┃-0.01% QoQ)
EBITDA 222.06 Cr vs 152.34 Cr
(+45.77% YoY┃+9.87% QoQ)
EBITDA Margin 18.25% vs 15.01% YoY & 16.61% QoQ
PBT 64.73 Cr vs 17.32 Cr
(+273.73% YoY┃+9.97% QoQ)
PAT 46.88 Cr vs 11.79 Cr
(+297.63% YoY┃-16.20% QoQ)
EPS 2.58 vs 0.65 YoY & 3.09 QoQ
24 Jul 08:50 WENDT (INDIA) LIMITED Q1FY27 :-
Revenue 71.28 Cr vs 52.17 Cr
(+36.63% YoY┃+6.74% QoQ)
EBITDA 11.00 Cr vs 7.28 Cr
(+51.10% YoY┃-0.90% QoQ)
EBITDA Margin 15.43% vs 13.95% YoY & 16.62% QoQ
PBT 8.94 Cr vs 5.53 Cr
(+61.66% YoY┃+14.03% QoQ)
PAT 6.18 Cr vs 3.78 Cr
(+63.49% YoY┃+21.42% QoQ)
EPS 30.90 vs 18.93 YoY & 25.45 QoQ
Strong numbers 🔥🔥
24 Jul 08:49 ATUL LTD Q1FY27 :-
Revenue 1,847.95 Cr vs 1,478.00 Cr
(+25.03% YoY┃+10.65% QoQ)
EBITDA 393.51 Cr vs 233.94 Cr
(+68.21% YoY┃+13.90% QoQ)
EBITDA Margin 21.29% vs 15.83% YoY & 20.68% QoQ
PBT 346.83 Cr vs 177.03 Cr
(+95.92% YoY┃+20.66% QoQ)
PAT 245.30 Cr vs 127.77 Cr
(+92.00% YoY┃+16.73% QoQ)
EPS 83.32 vs 43.40 YoY & 71.38 QoQ
24 Jul 08:49 HINDUSTAN ZINC LIMITED Q1FY27 :-
Revenue 13,747 Cr vs 7,771 Cr
(+76.90% YoY┃+1.50% QoQ)
EBITDA 8,050 Cr vs 4,050 Cr
(+98.77% YoY┃+3.55% QoQ)
EBITDA Margin 58.56% vs 52.12% YoY & 57.40% QoQ
PBT 7,314 Cr vs 2,985 Cr
(+145.03% YoY┃+8.34% QoQ)
PAT 5,469 Cr vs 2,234 Cr
(+144.81% YoY┃+8.66% QoQ)
EPS 12.94 vs 5.29 YoY & 11.91 QoQ
24 Jul 08:49 WELSPUN CORP Q1 FY27 : CONS. NET PROFIT ₹1047.88 CR, UP 200.10% (YOY), UP 182.10% (QOQ)
REVENUE ₹4081.12 CR, UP 14.91% (YOY), DOWN 5.37% (QOQ)
EBITDA ₹692.34 CR, UP 31.87% (YOY), UP 37.42% (QOQ)
MARGINS AT 16.97% V 14.78% (YOY), V 11.68% (QOQ)
24 Jul 08:49 MUTHOOT FINANCE, MANAPPURAM; SHRIRAM FINANCE Q1 GOLD LOAN AUM UP 46 % YOY
24 Jul 08:49 VERANDA LEARNING: VERANDA RACE PARTNERS WITH DR. RAJKUMAR ACADEMY TO EXPAND GOVT EXAM COACHING IN KARNATAKA 📚🤝
• 🤝 Veranda RACE has signed an MoU with Dr. Rajkumar Academy for Civil Services (DRACS), integrating the two institutions to strengthen government exam coaching across Karnataka.
• 🎯 The partnership covers academic operations, brand stewardship, government & institutional partnerships, while continuing DRACS' social-impact initiatives under the Veranda RACE umbrella.
• 🏛️ DRACS has built a strong presence over the last nine years in coaching for UPSC, KAS, KPSC and other State Public Service Commission examinations from its Bengaluru centre.
• 🌐 The collaboration will also continue DRACS' partnerships with Government of Karnataka departments, UNDP, UNICEF and NGOs, while leveraging Veranda RACE's technology, academic expertise and operational scale to expand access across the state.
🟢 Impact: Positive (The partnership strengthens Veranda Learning's presence in the government exam coaching segment, expands its reach in Karnataka and enhances its institutional network.)
24 Jul 08:49 SHRIRAM FINANCE Q1 : GROSS NPA AT 4.64 % V 4.58 % QOQ
NET NPA AT 2.33 % V 2.33 % QOQ
24 Jul 08:49 SHRIRAM FINANCE Q1 : AUM GROWTH OF 15.2 % YOY , UP 3.8 % QOQ
24 Jul 08:49 VMART Q1 : SSSG GROWTH OF 9 % V 5-7 % GUIDANCE
24 Jul 08:32 V MART: CO'S SAME-STORE SALES GROWTH AT 9% YOY VS GUIDANCE OF 5 - 7% FOR FY27
24 Jul 08:32 GRINDWELL NORTON LIMITED Q1FY27 :-
Revenue 803.29 Cr vs 703.46 Cr
(+14.19% YoY┃-4.65% QoQ)
EBITDA 181.65 Cr vs 148.09 Cr
(+22.66% YoY┃+0.90% QoQ)
EBITDA Margin 22.61% vs 21.05% YoY & 21.37% QoQ
PBT 154.13 Cr vs 125.87 Cr
(+22.45% YoY┃-2.32% QoQ)
PAT 115.51 Cr vs 94.45 Cr
(+22.30% YoY┃-2.72% QoQ)
EPS 10.43 vs 8.53 YoY & 10.72 QoQ
24 Jul 08:32 Dr. Lal PathLabs Update
Board Approvals
- Interim dividend: ₹5/share.
- Record date: July 30, 2026.
Key Highlights
- Acquires 80% stake in Ghana's Sunshine Healthcare.
- Invests up to ₹3.5 Cr in Neuome Technologies.
- Strengthens diagnostics & AI capabilities.
- Approved 1.19 lakh employee stock options.
Key Takeaway
- Positive: The Ghana acquisition, strategic technology investment, and interim dividend support Dr. Lal PathLabs' long-term growth and shareholder value.
24 Jul 08:32 Godawari Power & Ispat Update
Stake Sale
- To sell 16.75 lakh JPL shares.
- Deal value: ~₹49.99 crore.
Key Highlights
- Sale price: ₹298.45/share.
- JPL stake to reduce to 35.36%.
- Completion expected by Aug 30, 2026.
- Not a related-party transaction.
Key Takeaway
- Positive: The stake sale unlocks ~₹50 crore, improves liquidity, and optimizes GPIL's investment portfolio while retaining a significant stake in Jammu Pigments.
24 Jul 08:32 APSIS AEROCOM: BAGS ₹81.57 LAKH INTERNATIONAL DEFENCE ORDER 🌍🛡️
• 🏆 Apsis Aerocom has received a purchase order from an international customer in the defence segment. The customer name has not been disclosed due to confidentiality obligations.
• 💰 The order value is USD 84,484 (approximately ₹81.57 lakh based on the exchange rate at the time of filing).
• 📅 The order is scheduled to be executed by February 14, 2027.
• 🤝 The company confirmed that the order is not a related-party transaction, and the promoter/promoter group has no interest in the awarding entity.
🟢 Impact: Positive (The international defence order strengthens Apsis Aerocom's order book, enhances its global presence and supports future revenue visibility.)
24 Jul 08:32 GODAWARI POWER & ISPAT: TO SELL STAKE IN JAMMU PIGMENTS FOR ₹49.99 CRORE 💰🏭
• 🤝 The Board has approved the partial divestment of 16.75 lakh equity shares held in Jammu Pigments Ltd. (JPL) to the promoters of JPL and/or their relatives or affiliates.
• 💰 The shares will be sold at a fair value of ₹298.45 per share, aggregating to approximately ₹49.99 crore.
• 📉 Following the transaction, Godawari Power & Ispat's stake in JPL will reduce from 43.96% (85.70 lakh shares) to 35.36% (68.95 lakh shares).
• 📅 The company expects the transaction to be completed on or before August 30, 2026. The sale is not a related-party transaction for GPIL.
🟢 Impact: Positive (The stake sale is expected to unlock around ₹50 crore of value, strengthen liquidity and optimize GPIL's investment portfolio while retaining a significant stake in Jammu Pigments.)
24 Jul 08:32 DR. LAL PATHLABS: APPROVES GHANA ACQUISITION, AI INVESTMENT & ₹5 INTERIM DIVIDEND 🌍🧬
• 💰 Board approved an interim dividend of ₹5 per equity share (50% on face value of ₹10). The record date is July 30, 2026, and the dividend will be paid within 30 days.
• 🌍 The Board took note that its Dubai wholly owned subsidiary Dr. Lal PathLabs FZCO has approved the acquisition of an 80% stake in Sunshine Healthcare Ltd., Ghana, for a consideration of up to GHS 45.60 million, strengthening its international diagnostics presence.
• 🧬 The Board also took note that Dr. Lal Ventures Pvt. Ltd. has approved the acquisition of a 30% stake in Neuome Technologies Pvt. Ltd. for up to ₹3.5 crore, to invest in sample preservation, pre-analytical technologies and biobanking solutions.
• 👨💼 The company also approved the grant of 1,19,300 stock options under the Dr. Lal PathLabs Employee Restricted Stock Unit Plan 2025 for eligible employees.
🟢 Impact: Positive (The international expansion, strategic technology investment and interim dividend reinforce Dr. Lal PathLabs' long-term growth strategy and shareholder returns.)
24 Jul 08:27 SHRIRAM FINANCE LIMITED Q1FY27 (Consolidated) :-
Total Income 13,418.74 Cr vs 11,542.44 Cr
(+16.26% YoY┃+7.07% QoQ)
NII 8,055.70 Cr vs 6,026.43 Cr
(+33.67% YoY┃+15.18% QoQ)
PPOP 6,088.98 Cr vs 4,191.80 Cr
(+45.26% YoY┃+14.29% QoQ)
Provisions 1,463.26 Cr vs 1,285.57 Cr
(+13.82% YoY┃+3.80% QoQ)
PBT 4,625.72 Cr vs 2,906.23 Cr
(+59.17% YoY┃+18.08% QoQ)
PAT 3,452.77 Cr vs 2,159.40 Cr
(+59.90% YoY┃+14.29% QoQ)
EPS 14.86 vs 11.48 YoY & 16.06 QoQ
AUM 3,13,798.39 Cr vs 2,72,249.01 Cr
(+15.26% YoY┃+3.81% QoQ)
NIM 9.04% vs 8.11% YoY & 8.61% QoQ
GNPA 4.64% vs 4.53% YoY & 4.58% QoQ
NNPA 2.33% vs 2.57% YoY & 2.33% QoQ
PCR 50.99% vs 44.31% YoY & 50.34% QoQ
ROA 3.93% vs 2.76% YoY & 3.63% QoQ
ROE 12.76% vs 14.69% YoY & 18.73% QoQ
CRAR 34.17% vs 20.79% YoY & 20.40% QoQ
Cost to Income 25.48% vs 29.29% YoY & 25.32% QoQ
Book Value 461.78 vs 310.93 YoY & 349.20 QoQ
24 Jul 08:27 ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LIMITED ( ZFCVINDIA ) Q1FY27 :-
Revenue 1,066.18 Cr vs 975.56 Cr
(+9.29% YoY┃-7.72% QoQ)
EBITDA 135.90 Cr vs 132.06 Cr
(+2.91% YoY┃-15.17% QoQ)
EBITDA Margin 12.75% vs 13.54% YoY & 13.87% QoQ
PBT 140.05 Cr vs 164.15 Cr
(-14.68% YoY┃-28.75% QoQ)
PAT 104.48 Cr vs 122.38 Cr
(-14.63% YoY┃-28.60% QoQ)
EPS 9.18 vs 10.75 YoY & 12.86 QoQ
24 Jul 08:27 DR. LAL PATHLABS LIMITED Q1FY27 :-
Revenue 797.70 Cr vs 669.80 Cr
(+19.09% YoY┃+13.52% QoQ)
EBITDA 247.50 Cr vs 187.70 Cr
(+31.86% YoY┃+44.10% QoQ)
EBITDA Margin 31.03% vs 28.02% YoY & 24.45% QoQ
PBT 228.70 Cr vs 181.10 Cr
(+26.28% YoY┃+42.85% QoQ)
PAT 169.50 Cr vs 134.00 Cr
(+26.49% YoY┃+29.04% QoQ)
EPS 10.15 vs 7.94 YoY & 7.86 QoQ
24 Jul 08:27 DOLPHIN OFFSHORE ENTERPRISES (INDIA) LIMITED Q1FY27 :-
Revenue 42.85 Cr vs 16.44 Cr
(+160.57% YoY┃-5.53% QoQ)
EBITDA 27.38 Cr vs 15.62 Cr
(+75.29% YoY┃+21.53% QoQ)
EBITDA Margin 63.90% vs 95.02% YoY & 49.68% QoQ
PBT 16.49 Cr vs 10.81 Cr
(+52.56% YoY┃+16.57% QoQ)
PAT 14.81 Cr vs 11.33 Cr
(+30.72% YoY┃-47.70% QoQ)
EPS 3.70 vs 2.83 YoY & 7.08 QoQ
24 Jul 08:27 GREENPLY INDUSTRIES LIMITED Q1FY27 :-
Revenue 724.89 Cr vs 600.81 Cr
(+20.65% YoY┃-4.13% QoQ)
EBITDA 55.11 Cr vs 42.51 Cr
(+29.64% YoY┃-4.63% QoQ)
EBITDA Margin 7.60% vs 7.08% YoY & 7.64% QoQ
PBT before Exceptional Item 49.46 Cr vs 31.75 Cr
(+55.78% YoY┃-15.79% QoQ)
Exceptional Item — vs +4.43 Cr
(Q4FY26: -15.16 Cr)
PBT 49.46 Cr vs 36.18 Cr
(+36.70% YoY┃+12.86% QoQ)
PAT 37.51 Cr vs 28.42 Cr
(+31.99% YoY┃+22.09% QoQ)
EPS 3.01 vs 2.28 YoY & 2.48 QoQ
24 Jul 08:27 DALMIA BHARAT LIMITED Q1FY27 :-
Revenue 3,890 Cr vs 3,636 Cr
(+6.99% YoY┃-8.36% QoQ)
EBITDA 805 Cr vs 763 Cr
(+5.50% YoY┃+7.63% QoQ)
EBITDA Margin 20.69% vs 20.98% YoY & 17.62% QoQ
PBT before Exceptional Item 436 Cr vs 502 Cr
(-13.15% YoY┃-3.11% QoQ)
Exceptional Item -182 Cr vs +16 Cr
(Q4FY26: -10 Cr)
PBT 254 Cr vs 518 Cr
(-50.97% YoY┃-42.27% QoQ)
PAT 188 Cr vs 393 Cr
(-52.16% YoY┃-51.42% QoQ)
EPS 10.02 vs 20.94 YoY & 20.77 QoQ
24 Jul 08:26 SHRIRAM FINANCE Q1 : NET PROFIT UP 60 % TO 3444 CR YOY, UP 14 % QOQ
NII UP 33 % TO 7705 CR YOY, UP 14 % QOQ
24 Jul 08:26 ZF COMMERCIAL Q1 FY27 : CONS. NET PROFIT ₹104.48 CR, DOWN 14.63% (YOY), DOWN 28.60% (QOQ)
REVENUE ₹1066.18 CR, UP 9.29% (YOY), DOWN 7.71% (QOQ)
EBITDA ₹137.90 CR, UP 4.81% (YOY), DOWN 27.40% (QOQ)
MARGINS AT 12.94% V 13.49% (YOY), V 16.44% (QOQ)
24 Jul 08:26 DR LAL Q1 FY27 : NET PROFIT UP 27.24% AT 170.5 CR (YOY), UP 28.97% (QOQ)
REVENUE UP 19.10% AT 797.7 CR (YOY), UP 13.51% (QOQ)
EBITDA UP 26.77% AT 279.4 CR (YOY), UP 32.51% (QOQ)
MARGINS 35.03% V 32.91% (YOY), V 30.00% (QOQ)
24 Jul 08:26 MARINE ELECTRICALS; WINS RS 376 CR ORDER
24 Jul 08:26 GREENPLY IND Q1 FY27 : NET PROFIT UP 32.03% AT 37.52 CR (YOY), UP 22.10% (QOQ)
REVENUE UP 20.65% AT 724.89 CR (YOY), DOWN 6.62% (QOQ)
EBITDA DOWN 4.06% AT 78.30 CR (YOY), DOWN 16.04% (QOQ)
MARGINS 10.80% V 13.59% (YOY), V 12.01% (QOQ)
24 Jul 08:26 LMV Q1 FY27 NET PROFIT UP 384.13% AT 55.52 CR (YOY), DOWN 12.83% (QOQ)
REVENUE UP 24.00% AT 860.72 CR (YOY), DOWN 7.76% (QOQ)
EBITDA UP 362.33% AT 63.57 CR (YOY), DOWN 8.91% (QOQ)
MARGINS 7.39% V 1.98% (YOY), V 7.48% (QOQ)
24 Jul 07:59 Iran's closure of the Strait of Hormuz appears to have dealt far greater damage to its own trade with China than to Beijing's commerce with the rest of the Persian Gulf, according to newly released Chinese customs data.
Between March and June 2026, Iran's non-oil trade with China totaled just $830 million, down from $3.3 billion during the same period last year—a decline of roughly 75%.
Kpler shipping data reviewed by Iran International also point to a sharp decline in Iranian oil exports to China.
Average daily unloadings at Chinese ports fell from 1.74 million barrels per day in April to around 550,000 barrels per day in the first half of July.
Together, the figures suggest the Strait of Hormuz closure has dealt a severe blow to Iran's economic ties with its largest trading partner.
24 Jul 07:59 🚨 V-Mart Retail Q1 FY27 Results 📊
• Net Profit: ₹47.21 crore ↑ 40.51% YoY | ↑ 318.53% QoQ
• Revenue: ₹1,088.81 crore ↑ 23.00% YoY | ↑ 12.15% QoQ
• EBITDA: ₹160.64 crore ↑ 27.32% YoY | ↑ 51.15% QoQ
• EBITDA Margin: 14.75% vs 14.25% (↑ 50 bps YoY) | vs 10.95% (↑ 380 bps QoQ)
24 Jul 07:59 Automotive Stampings Q1 FY27 Results 📊
• Net Profit: ₹4.69 crore ↑ 84.63% YoY | ↓ 64.70% QoQ
• Revenue: ₹253.32 crore ↑ 46.38% YoY | ↓ 0.87% QoQ
• EBITDA: ₹14.11 crore ↑ 31.21% YoY | ↓ 22.46% QoQ
• EBITDA Margin: 5.57% vs 6.21% (↓ 64 bps YoY) | vs 7.12% (↓ 155 bps QoQ)
24 Jul 07:59 Sapphire Foods Q1 FY27 Results 📊
• Net Profit: ₹14.04 crore Turnaround YoY (vs ₹1.80 crore loss) | Turnaround QoQ (vs ₹12.61 crore loss)
• Revenue: ₹890.96 crore ↑ 14.69% YoY | ↑ 14.46% QoQ
• EBITDA: ₹139.79 crore ↑ 23.87% YoY | ↑ 12.31% QoQ
• EBITDA Margin: 15.69% vs 14.53% (↑ 116 bps YoY) | vs 15.71% (↓ 2 bps QoQ)
24 Jul 07:59 🚨 Dalmia Bharat Q1 FY27 Results 📊
• Net Profit: ₹192 crore ↓ 51.39% YoY | ↓ 51.39% QoQ
• Revenue: ₹3,890 crore ↑ 7.00% YoY | ↓ 8.36% QoQ
• EBITDA: ₹805 crore ↓ 8.83% YoY | ↓ 10.75% QoQ
• EBITDA Margin: 20.69% vs 24.29% (↓ 360 bps YoY) | vs 21.25% (↓ 56 bps QoQ)
24 Jul 07:50 IRAN'S ARMY SAYS IT HAD LAUNCHED ANOTHER WAVE OF DRONE ATTACKS AGAINST U.S. MILITARY FACILITIES IN KUWAIT
24 Jul 07:49 SAPPHIRE FOODS INDIA Q1 FY27 : CONS NET PROFIT TURNAROUND AT ₹14.02 CR VS ₹-1.74 CR (YOY), TURNAROUND VS ₹-12.62 CR (QOQ)
REVENUE UP 14.7% AT ₹890.96 CR (YOY) vs ₹776.83 CR, UP 12.5% (QOQ) vs ₹792.22 CR
EBITDA UP 21.6% AT ₹145.46 CR (YOY) vs ₹119.63 CR, UP 12.4% (QOQ) vs ₹129.41 CR
MARGINS 16.32% V 15.40% (YOY), V 16.34% (QOQ)
24 Jul 07:49 AUTOMOTIVE STAMPINGS Q1 FY27 CONS NET PROFIT UP 84.63% AT 4.69 CR (YOY), DOWN 64.70% (QOQ)
REVENUE UP 46.38% AT 253.32 CR (YOY), DOWN 0.87% (QOQ)
EBITDA UP 31.21% AT 14.11 CR (YOY), DOWN 22.46% (QOQ)
MARGINS 5.57% V 6.21% (YOY), V 7.12% (QOQ)
24 Jul 07:49 VARUN BEVERAGES: Coca-Cola Raises Prices Of Canned Diet Coke By More Than 10% In India- ETNOW
Coca-Cola Raises Prices Due To Iran War Disruptions
24 Jul 07:49 ICE MAKE REFRIGERATION: SIGNS STRATEGIC JV WITH JAPAN'S GALILEI; TO RAISE ₹190 CRORE VIA PREFERENTIAL ISSUE 🇮🇳🇯🇵❄️
• 🤝 Board approved Share Subscription Agreement (SSA), Shareholders' Agreement (SHA) and Joint Venture Agreement (JVA) with Japan's Galilei Holdings Co. Ltd.
• 🏭 To incorporate Ice Make Horeca Pvt. Ltd., which will manufacture and market commercial refrigerators, table-top refrigerators, ice makers, modular blast chillers, and provide after-sales services. The JV will be 60% owned by Galilei and 40% by Ice Make after fund infusion.
• 💰 Board approved a preferential issue of 23.68 lakh equity shares at ₹802.51/share, raising ₹190 crore. The proposed investors will hold 13.05% of the post-issue diluted equity, subject to shareholder and regulatory approvals.
• 🗳️ Board also approved amendments to the Articles of Association, grant of shareholder rights to Galilei, and scheduled an EGM on 19 August 2026 to seek approvals.
🟢 Impact: Positive (The strategic partnership with Galilei brings global technology, strengthens Ice Make's commercial refrigeration portfolio, and the ₹190 crore capital infusion supports future growth and expansion.)
24 Jul 07:49 GP PETROLEUMS Q1 FY27 : CONS NET PROFIT UP 219.5% AT ₹20.58 CR (YOY) vs ₹6.44 CR, UP 120.7% (QOQ) vs ₹9.33 CR
REVENUE UP 45.5% AT ₹230.33 CR (YOY) vs ₹158.30 CR, UP 41.6% (QOQ) vs ₹162.66 CR
EBITDA UP 192.3% AT ₹29.76 CR (YOY) vs ₹10.18 CR, UP 102.5% (QOQ) vs ₹14.70 CR
MARGINS 12.92% V 6.43% (YOY), V 9.03% (QOQ)
24 Jul 07:33 APAR Industries Update
Expansion
- Approves UK wholly owned subsidiary.
- Invests up to BRL 3 million in Brazil unit.
Key Highlights
- Strengthens global presence.
- Supports Brazil business expansion.
- Enhances international operations.
- Expands overseas footprint.
Key Takeaway
- Positive: The UK subsidiary and Brazil investment support APAR Industries' long-term global expansion strategy and international growth.**
24 Jul 07:32 Good Development - VOGL - Vedanta Oil , VIGL, VAML
All New listed Vedanta stocks now included in SLBM, Margin Trading list of approved stocks
Now Margin trading is available against trading on these stocks
24 Jul 07:32 APAR INDUSTRIES LIMITED Q1FY27 :-
Revenue 6,591.06 Cr vs 5,104.16 Cr
(+29.13% YoY┃-1.65% QoQ)
EBITDA 590.51 Cr vs 336.15 Cr
(+75.67% YoY┃+34.61% QoQ)
EBITDA Margin 8.96% vs 6.59% YoY & 6.55% QoQ
PBT before Exceptional Item 622.34 Cr vs 352.51 Cr
(+76.54% YoY┃+85.03% QoQ)
PBT 622.34 Cr vs 352.51 Cr
(+76.54% YoY┃+89.24% QoQ)
PAT 467.45 Cr vs 262.91 Cr
(+77.80% YoY┃+84.60% QoQ)
EPS 116.37 vs 65.45 YoY & 63.09 QoQ
24 Jul 07:32 APAR INDUSTRIES: Q1 CONS NET PROFIT 4.5B RUPEES VS 2.63B (YOY)
APAR INDUSTRIES: Q1 EBITDA 7.6B RUPEES VS 4.52B (YOY) || Q1 EBITDA MARGIN 11.5% VS 8.86% (YOY)
24 Jul 07:32 Crude off highs, Brent below $99/bbl, all futures of US indices trading in green
24 Jul 07:32 APAR INDUSTRIES – Approves UK Subsidiary & Brazil Investment 🌍
• The Board has approved the incorporation of a wholly owned subsidiary in the UK to strengthen the company's global business presence.
• Approved an additional investment of up to BRL 3 million in its wholly owned Brazilian subsidiary, Apar Industries Latam Ltda, to support business expansion.
• These initiatives are part of APAR Industries' strategy to strengthen its international operations and expand its overseas presence.
24 Jul 07:32 Market recovers, #Nifty rises above 23,800, Brent below $100/bbl
24 Jul 07:32 APAR INDS - Beat Driven by Transformer Oil segment
Others segments EBIT are down QoQ
24 Jul 07:21 Guj Alkalies Says Saw Recovery In Caustic Potash, Other Segments - NDTV PROFIT
Domestic Demand Continues To Be Sturdy
Diversifying To EU, US, Southeast Asian Markets
Early To Call Chlor Alkali Recovery Sustainable
Alumina Segment Showing Signs Of Expansion
24 Jul 07:21 Guj Alkalies Says Saw Highest-ever Revenue In Q1 - NDTV PROFIT
EBITDA Grew 83% In Q1
Profit Before Tax Came In At 110 Cr Vs 10 Cr
Focusing On Market Diversification, Exports
24 Jul 07:21 AMBIKA COTTON MILLS: ANNOUNCES ₹135 CRORE MODERNISATION PLAN; EXPANSION FUNDED THROUGH INTERNAL ACCRUALS 🏭🧵
• 🏗️ Ambika Cotton has announced a ₹135 crore modernization plan for Unit IV, upgrading 43,000 spindles to 45,000 spindles with state-of-the-art machinery. The entire investment will be funded through internal accruals.
• ⚙️ The company also informed that the 6,048-spindle expansion is already operational, while an additional 6,480 spindles are nearing completion. The ₹80 crore expansion capex has also been fully funded through internal accruals.
• 📅 The modernization project is scheduled to commence in November 2026 and is expected to be completed by March 2027.
• 📈 The company stated that these initiatives will strengthen its production base, improve productivity, and enhance product quality.
🟢 Impact: Positive (The capacity expansion and modernization, funded entirely through internal accruals, strengthen operational efficiency, improve product quality and support long-term growth.)
24 Jul 07:21 SHILP GRAVURES: TEMPORARILY SUSPENDS MANUFACTURING DUE TO FLOODING 🌧️🏭
• ⚠️ Shilp Gravures has temporarily suspended operations at its Gandhinagar manufacturing facility with effect from July 24, 2026, due to flooding caused by incessant heavy rainfall and severe waterlogging.
• 🛠️ The shutdown has been undertaken to facilitate dewatering, inspection, cleaning and restoration activities, with the company expecting to progressively resume normal operations at the earliest.
• 🛡️ The company said the affected assets are adequately covered under insurance, and it has initiated the insurance claim process.
• 📊 The extent of damage to plant, machinery and inventory is still being assessed, and the financial impact cannot be quantified at this stage due to restricted access to parts of the facility.
🟡 Impact: Neutral (The disruption is temporary and insured, but the financial impact remains uncertain until the damage assessment is completed.)
24 Jul 07:21 ACUTAAS CHEMICALS Q1 FY27 : CONS NET PROFIT UP 67.6% AT ₹74.26 CR (YOY) vs ₹44.29 CR, DOWN 43.6% (QOQ) vs ₹131.76 CR
REVENUE UP 59.1% AT ₹329.67 CR (YOY) vs ₹207.24 CR, DOWN 23.8% (QOQ) vs ₹432.75 CR
EBITDA UP 71.8% AT ₹114.87 CR (YOY) vs ₹66.85 CR, DOWN 41.0% (QOQ) vs ₹194.62 CR
MARGINS 34.84% V 32.26% (YOY), V 44.97% (QOQ)
24 Jul 07:21 INDIGO ; Government is said to be considering relaxing a 10% cap that bars airport operators from owning airlines. - ET REPORT 🔴
24 Jul 07:20 SOURCES SAY
Coca-Cola Raises Prices Of Canned Diet Coke By More Than 10% In India
Coca-Cola Raises Prices Due To Iran War Disruptions
24 Jul 07:20 AMBIKA COTTON MILLS – Announces ₹135 Crore Modernisation Plan 🏭
• The company will invest ₹135 crore to modernise Unit IV, upgrading capacity from 43,000 spindles to 45,000 spindles with advanced machinery.
• The 6,048-spindle expansion is already operational, while an additional 6,480 spindles are nearing completion. The ₹80 crore expansion capex has been fully funded through internal accruals.
• The entire ₹135 crore modernisation capex will also be funded through internal accruals.
• The modernisation project will begin in November 2026 and is expected to be completed by March 2027.
• The company expects the initiatives to improve production capacity, productivity, and product quality.
24 Jul 07:11 HCLTech Update
AI Data Center
- To set up AI Data Center.
- Located at Odisha Sovereign AI Park.
- Planned investment: ₹14,257 crore.
Key Highlights
- Partnership with Sarvam & Odisha Govt.
- Focus on full-stack AI solutions.
- Sector-specific AI capabilities.
- MoU signed for the project.
Key Takeaway
- Positive: The AI Data Center strengthens HCLTech's full-stack AI strategy and expands its presence in India's AI infrastructure ecosystem.
24 Jul 07:11 NTPC Update
Project Commissioning
- Commissioned 64.76 MW Khavda Solar.
- Project located in Gujarat.
Key Highlights
- Total NTPC capacity at 91,030 MW.
- Commercial capacity at 89,950 MW.
- NTPC Green capacity at 10,786.56 MW.
Key Takeaway
- Positive: The Khavda solar commissioning strengthens NTPC's renewable energy portfolio and supports its clean energy capacity expansion.
24 Jul 07:07 Sharp recovery in market; Nifty back above 23,700 mark, Nifty heavyweights off lows
24 Jul 07:06 PSUBanks off lows, Bank Of Baroda turns positive ahead of Q1 results
24 Jul 07:06 ACUTAAS CHEMICALS LIMITED Q1FY27 :-
Revenue 329.67 Cr vs 207.24 Cr
(+59.08% YoY┃-23.82% QoQ)
EBITDA 113.07 Cr vs 50.91 Cr
(+122.11% YoY┃-38.39% QoQ)
EBITDA Margin 34.30% vs 24.57% YoY & 42.41% QoQ
PBT 103.91 Cr vs 58.08 Cr
(+78.91% YoY┃-43.47% QoQ)
PAT 74.26 Cr vs 44.29 Cr
(+67.66% YoY┃-43.64% QoQ)
EPS 9.07 vs 5.41 YoY & 16.09 QoQ
24 Jul 07:06 SAKAR HEALTHCARE LIMITED Q1FY27 :-
Revenue 72.97 Cr vs 52.74 Cr
(+38.37% YoY┃+2.64% QoQ)
EBITDA 21.25 Cr vs 12.71 Cr
(+67.23% YoY┃-19.01% QoQ)
EBITDA Margin 29.12% vs 24.09% YoY & 36.90% QoQ
PBT 14.58 Cr vs 5.38 Cr
(+170.79% YoY┃-19.27% QoQ)
PAT 10.28 Cr vs 4.67 Cr
(+120.16% YoY┃-6.71% QoQ)
EPS 4.62 vs 2.11 YoY & 4.96 QoQ
24 Jul 07:06 ZF STEERING GEAR (INDIA) LIMITED Q1FY27
Revenue 143.06 Cr vs 132.93 Cr
(+7.62% YoY┃-17.94% QoQ)
EBITDA 13.33 Cr vs 18.14 Cr
(-26.52% YoY┃-36.07% QoQ)
EBITDA Margin 9.32% vs 13.65% YoY & 11.96% QoQ
PBT 15.69 Cr vs 10.76 Cr
(+45.82% YoY┃+134.13% QoQ)
PAT 12.37 Cr vs 7.97 Cr
(+55.21% YoY┃Turnaround QoQ)
EPS 13.63 vs 8.78 YoY & -0.04 QoQ
24 Jul 07:02 OIL BELOW $ 99 MARK 🟢🟢
24 Jul 07:02 NIFTY NOW RECOVERED ALMOST 200 PTS 🟢🟢
24 Jul 07:02 MORE RECOVERY IN NIFTY , NIFTY RECOVERED 150 PTS FROM INTRADAY LOW 🟢🟢
24 Jul 07:02 Mahindra Lifespace Says ₹4,500-5,000 Cr Of Pre-Sales Expected In FY27 - CNBCTV 18
Most Of The Collections That Should Have Happened In Q1 Will Happen In Q2
24 Jul 06:57 JEEVAN SCIENTIFIC: CLEARS USFDA INSPECTION WITH ZERO OBSERVATIONS 🇺🇸✅
• ✅ Jeevan Scientific Technology's Bioanalytical Facility at Manikonda, Hyderabad has successfully completed a USFDA inspection with Zero Form 483 observations.
• 🧪 The USFDA inspection was conducted from July 20 to July 24, 2026, covering the facility's BA/BE studies, operations, systems and procedures.
• 🏅 The USFDA inspectors concluded that the JSTL team is well-trained, knowledgeable and experienced, with adequately designed infrastructure and compliance with applicable international regulatory requirements and good practices.
🟢 Impact: Positive (A clean USFDA inspection with zero observations strengthens regulatory credibility, enhances customer confidence and supports future business opportunities.)
24 Jul 06:57 NCL RESEARCH & FINANCIAL SERVICES: BOARD TO CONSIDER EXPANSION INTO RETAIL LENDING 💳📈
• 🗓️ The Board of Directors will meet on July 29, 2026 to consider expanding the company's business activities beyond its existing NBFC operations.
• 💰 The proposed new business segments include digital personal loans, salary-based personal loans, self-employed professional loans, consumer finance solutions and other permissible retail lending products.
• 📜 The Board will also consider altering the Memorandum of Association (MoA), if required, to enable the proposed business expansion.
🟢 Impact: Positive (The proposed expansion into retail lending could diversify the company's loan portfolio, open new growth avenues and strengthen its long-term business prospects, subject to Board approval.)
24 Jul 06:57 MOTILAL OSWAL Q1 EARNINGS CONCALL
Annuity-led business expected to grow and gain market share.
Asset Management business to increase market share.
Private Wealth Management business to increase market share.
Asset Management and Private Wealth Management businesses expected to maintain growth momentum.
Will continue investing in distribution talent.
24 Jul 06:57 ZF STEERING GEAR (INDIA) Q1 FY27 Results 📊
• Net Profit: ₹12.37 crore (+55.2% YoY) vs ₹7.97 crore, turnaround QoQ from a loss of ₹0.03 crore.
• Revenue: ₹143.06 crore (+7.6% YoY) vs ₹132.93 crore, down 17.9% QoQ vs ₹174.34 crore.
• EBITDA: ₹13.33 crore (-26.5% YoY) vs ₹18.14 crore, down 36.1% QoQ vs ₹20.85 crore.
• EBITDA Margin: 9.32% vs 13.65% YoY and 11.96% QoQ.
24 Jul 06:57 SAKAR HEALTHCARE Q1 FY27 Results 📊
• Net Profit: ₹10.28 crore (+120.2% YoY) vs ₹4.67 crore, down 6.7% QoQ vs ₹11.02 crore.
• Revenue: ₹72.97 crore (+38.4% YoY) vs ₹52.74 crore, up 2.6% QoQ vs ₹71.10 crore.
• EBITDA: ₹21.25 crore (+67.2% YoY) vs ₹12.71 crore, down 19.0% QoQ vs ₹26.24 crore.
• EBITDA Margin: 29.12% vs 24.09% YoY and 36.90% QoQ.
24 Jul 06:57 HCLTECH – To Set Up ₹14,257 Crore AI Data Center in Odisha 🤖
• HCLTech will establish its first AI Data Center at the upcoming Odisha Sovereign AI Park in partnership with Sarvam and the Government of Odisha.
• The project involves a planned investment of ₹14,257 crore, including financial assistance from the Government of Odisha.
• The AI Data Center will combine HCLTech's full-stack AI capabilities with Sarvam's foundation models to deliver sector-specific AI solutions.
• HCLTech has signed an MoU with the Government of Odisha and Sarvam, marking a key step in its full-stack AI strategy.
24 Jul 06:57 NTPC – Commissions 64.76 MW of Khavda Solar Project ☀️
• NTPC Renewable Energy Ltd., through NTPC Green Energy Ltd. (NGEL), has commissioned 64.76 MW of the 225 MW Khavda Solar PV Project in Gujarat, effective July 24, 2026.
• With this commissioning, NTPC Group's total installed capacity has increased to 91,030 MW, while commercial capacity stands at 89,950 MW.
• NTPC Green Energy Group's installed capacity has risen to 10,786.56 MW following the commissioning.
24 Jul 06:57 KOSPI Slides 5.72% as Seoul Stocks Close Sharply Lower
24 Jul 06:57 HCLTECH:
CO. ANNOUNCES AI DATA CENTER IN BHUBANESWAR IN PARTNERSHIP WITH SARVAM AND GOVERNMENT OF ODISHA, THE PLANNED CAPITAL OUTLAY FOR THE PROJECT WILL BE RS 14,257 CR
24 Jul 06:45 S&S POWER SWITCHGEAR – Subsidiary Bags ₹8+ Crore Siemens Energy Order ⚡️
• S&S Power Switchgear's wholly owned subsidiary SSPSE has received a purchase order worth over ₹8 crore from Siemens Energy India Ltd.
• The order is for the supply of isolators for the KCC Wagdari Project, Maharashtra.
• The domestic order is scheduled for delivery in the next financial year.
• The order strengthens the company's partnership with Siemens Energy India and adds to its order book.
24 Jul 06:45 RajratanGlobal reports its Q1 results;
Net Profit Up 70.4% At ₹23 Cr Vs ₹13.5 Cr (YoY)
Revenue Up 29% At ₹318 Cr Vs ₹246.5 Cr (YoY)
EBITDA Up 33% At ₹41.2 Cr Vs ₹31 Cr (YoY)
Margin At 13.1% Vs 12.6% (YoY)
24 Jul 06:32 PTC INDUSTRIES – Receives Defence Development Order 🛡
• PTC Industries has received a development order from Gun Factory Kanpur for two major artillery gun components.
• The order strengthens the company's presence in India's defence manufacturing and land defence systems.
• It supports PTC's expansion into larger and more complex defence components, assemblies and sub-systems.
• The development aligns with the company's PTC ONE™ – From Melt to Mission™ integrated manufacturing strategy.
24 Jul 06:32 Blue Star gets major arbitration relief as International Chamber of Commerce dismisses claims worth ₹462 crore against the company.
24 Jul 06:32 INTERGLOBE AVIATION
CCI Keeps DG's Investigation Vs Company In Abeyance
Alert: DG Had Started Probe On High Flight Cancellations
24 Jul 06:32 PTC Industries Receives Development Order from Gun Factory Kanpur for Major Artillery Gun Components
24 Jul 06:20 TAC INFOSEC – To Acquire Israel-Based Safehouse Technologies 🌍
• TAC InfoSec has signed a binding term sheet to acquire 100% of Israel-based Safehouse Technologies Ltd. for ₹1 crore.
• The acquisition includes Safehouse's intellectual property, including source code, product designs, trademarks and know-how.
• Safehouse's consumer cybersecurity app has 10 lakh+ downloads and offers VPN, encrypted browsing, phishing alerts, breach detection and privacy protection.
• The consideration will be paid through a combination of cash and TAC InfoSec shares.
• The acquisition marks TAC InfoSec's entry into the consumer (B2C) cybersecurity market, with plans to build a dedicated consumer cybersecurity platform.
24 Jul 06:20 JINDAL STAINLESS – Wins Six Manufacturing Excellence Awards 🏆
• Jindal Stainless has received six awards at the 12th National Awards for Manufacturing Competitiveness (NAMC).
• The Hisar unit won the Gold Medal, AatmaNirbhar Nation Builder Award (4th consecutive year), and Diamond Medal (2nd consecutive year).
• The Hisar unit also secured the 2nd Runner-up position in the overall NAMC rankings.
• The Mundra unit received the Silver Medal and AatmaNirbhar Factory Recognition under the AFRP.
24 Jul 06:20 SHELTER PHARMA – Receives Order from Verka Dairy 🐄
• Shelter Pharma has received a domestic order from Verka Dairy Ludhiana for the supply of veterinary feed supplements.
• The order includes DIA-VET BOLUS (1,000 units) and Retention of Placenta/Ecbolic (600 units).
• The order value is ₹50,347.50.
• The order will be executed as per the mutually agreed purchase schedule.
• The company confirmed the order is not a related-party transaction.
24 Jul 06:20 UnitedSpirits buzzes in trade, gains over 2.8% intraday trade
24 Jul 06:20 PETRONET LNG – Clarifies on QatarEnergy Force Majeure Report ⚠️
• Petronet LNG said it is not aware of any extension of QatarEnergy's Force Majeure until mid-October 2026, responding to exchange queries on a media report.
• The company reiterated that it had already informed exchanges on March 5, 2026 about the Force Majeure declared by QatarEnergy and its corresponding declaration to GAIL, IOCL and BPCL.
• Petronet said the Force Majeure situation continues due to ongoing regional hostilities and the blockage of the Strait of Hormuz.
• The company is taking mitigation measures, including providing additional regasification capacity and slots, while the financial impact cannot be quantified at this stage.
24 Jul 06:20 RMC SWITCHGEARS – Bags ₹2.84 Crore Order from Jaipur Vidyut Vitran Nigam ⚡️
• RMC Switchgears has received Letters of Award (LoA) worth ₹2.84 crore from Jaipur Vidyut Vitran Nigam Ltd. (JVVNL).
• The order is for the supply of 100 Amp. L.T. Distribution Kiosks suitable for underground cabling.
• The domestic order is to be executed within 6 months.
• The order adds to the company's order book and supports future revenue visibility.
24 Jul 06:20 🇺🇸 Lower U.S. Tariffs: Sectors Likely to Benefit
💎 Gems & Jewellery
• Around 30% of exports go to the U.S.
• Key beneficiaries: Vaibhav Global, unorganised exporters
🧵 Textiles
• India is the 4th-largest supplier to the U.S. with 7–8% market share
• Stocks to watch: Gokaldas Exports, Pearl Global, Welspun India, Trident, Arvind, KPR Mills
🚗 Auto Components
• Around 27% of exports are to the U.S.
• Stocks to watch: Bharat Forge, Sona BLW, Balkrishna Industries, RK Forgings
🧪 Chemicals
• Around 15–18% of exports go to the U.S.
• Stocks to watch: UPL, SRF, PI Industries, Jubilant Ingrevia, Aarti Industries
💻 IT Services
• No major direct impact
• Key companies: TCS, Infosys, Wipro
24 Jul 06:13 Petronet LNG Update
Clarification
- No confirmation of FM extension.
- Responded to exchange query.
Key Highlights
- Earlier Force Majeure disclosure reiterated.
- Situation continues amid regional hostilities.
- Strait of Hormuz disruption persists.
- Mitigation measures underway.
- Financial impact yet to be quantified.
Key Takeaway
- Neutral: Petronet clarified there is no confirmed extension of QatarEnergy's Force Majeure, while continuing mitigation efforts amid ongoing supply disruptions.
24 Jul 06:08 ASTRAL, SUPREME INDS IN FOCUS
GOVT Announces MIP of $0.766 per kg for PVC
MIP = Minimum Import price
BIG NEWS FOR THE SECTOR
24 Jul 06:04 SUNITA TOOLS: Q1 SALES JUMP 350%; ADDS 2 NEW MACHINES TO EXPAND CAPACITY 🚀🏭
• 📈 Q1 FY27 consolidated net sales surged 350% YoY to ₹18.64 crore, compared with ₹4.14 crore in Q1 FY26, driven by expansion in the legacy business and an improved product mix.
• 🏭 The company has added two new large-size state-of-the-art machines from COSMOS Machines India to its legacy business to cater to growing demand and strengthen manufacturing capabilities.
• ⚙️ The newly added machines are high-precision and versatile, capable of applications ranging from precision engineering to ultra-precision aerospace machining.
• 📦 Sunita Tools said it has a strong order book and expects the new capacity additions to help sustain growth momentum in the coming quarters.
🟢 Impact: Positive (Strong sales growth and capacity expansion indicate improving demand, better execution and enhanced long-term growth potential.)
24 Jul 06:04 RMC SWITCHGEARS: BAGS ₹2.84 CRORE ORDER FROM JVVNL ⚡📦
• 🏆 RMC Switchgears has received a Letter of Award (LoA) worth ₹2.84 crore from Jaipur Vidyut Vitran Nigam Limited (JVVNL) for the supply of 100 Amp. L.T. Distribution Kiosks suitable for underground cabling.
• 📅 The order is to be executed within 6 months and has been awarded by a domestic entity.
• 📈 The company stated that the order will strengthen its order book and is expected to contribute positively to revenue and growth prospects.
• 🤝 RMC confirmed that the order is not a related-party transaction, and the promoter/promoter group has no interest in the awarding entity.
🟢 Impact: Positive (The new JVVNL order strengthens RMC's order book, improves revenue visibility and supports future growth.)
24 Jul 06:04 RMC SWITCHGEARS: BAGS ₹5.02 CRORE ORDER FROM GENUS POWER ⚡📦
• 🏆 RMC Switchgears has received a Letter of Award (LoA) worth ₹5.02 crore from Genus Power Infrastructures Ltd. for the supply of UND S_Panel Mounting Structure 1.1KW.
• 📅 The order is to be executed within 6 months and is from a domestic customer.
• 📈 The company stated that the order will strengthen its order book and is expected to contribute positively to revenue and growth prospects.
• 🤝 RMC confirmed that the order is not a related-party transaction, and the promoter/promoter group has no interest in the awarding entity.
🟢 Impact: Positive (The new order improves revenue visibility, strengthens the order book and supports future growth.)
24 Jul 06:04 GOVT RESTRICTS SUSPENSION-GRADE PVC RESIN IMPORTS 🇮🇳
• 🚫 Government has restricted imports of suspension-grade PVC resin for six months
• 💰 Restriction applies to imports with a delivered price above US$0.766/kg
• 📋 Move aims to regulate imports of suspension-grade PVC resin and support domestic supply
• 🏭 Domestic PVC manufacturers could benefit from reduced import competition during the restriction period
🟢 Likely Beneficiaries: Chemplast Sanmar, DCM Shriram, Finolex Industries (backward integration), Reliance Industries (PVC business)
🔴 Potentially Impacted: PVC pipe, cable and plastic processors dependent on imported PVC resin if domestic prices rise.
Impact: Positive for domestic PVC resin manufacturers; mixed for downstream PVC product manufacturers depending on raw material costs.
24 Jul 06:04 ASTRAL ,SUPREME ; GOVT RESTRICTS SUSPENSION-GRADE PVC RESIN IMPORTS
Restricts import of suspension-grade PVC resin for six months
Curbs imports of PVC resin with a delivered price above $0.766/kg
Restriction aimed at regulating imports of suspension-grade PVC resin
24 Jul 06:04 3 Cummins Employees Killed, 2 Critically Injured In Freak Accident In Maharashtra's Satara
24 Jul 06:04 Atul Suri CEO, Marathon Trends
India 2nd Worst Performing Market Among Top 40
Indonesia the Worst Performing in World Currently
Markets Like Peru, Greece, Thailand Doing Well
India in a Painful Spot Especially With Respect to Currency
India Has Been a Best Performer for a Decade
24 Jul 05:50 HIGHWAY INFRASTRUCTURE: WINS ₹28.69 CRORE NHAI TOLL OPERATIONS CONTRACT 🛣️💰
• 🏆 Highway Infrastructure has received a Letter of Acceptance (LoA) from the National Highways Authority of India (NHAI) for a ₹28.69 crore contract to operate and collect user fees at the Kozhinjipatti Fee Plaza on the Dindigul–Samayanallur section of NH-44 in Tamil Nadu.
• 📅 The contract is for 90 days and includes toll collection operations, along with the upkeep and maintenance of adjacent facilities.
• 🌍 The award strengthens the company's operational portfolio, enhances revenue visibility, and expands its geographic footprint in South India.
• 🚛 The Kozhinjipatti Fee Plaza is strategically located on NH-44, India's longest national highway, serving passenger, freight and tourism traffic, supporting sustained toll collections.
🟢 Impact: Positive (The new NHAI contract improves revenue visibility, expands Highway Infrastructure's toll operations portfolio and strengthens its presence in South India.)
24 Jul 05:50 Japan’s 5-Year Bond Yield Climbs to Record-Matching 2.040%
24 Jul 05:50 Parliament Monsoon Session
High drama at Makar Dwar as Opposition parties intensify their protest, demanding Union Education Minister Dharmendra Pradhan's resignation.
24 Jul 05:50 GOVT RESTRICTS SUSPENSION-GRADE PVC RESIN IMPORTS
Restricts import of suspension-grade PVC resin for six months
Curbs imports of PVC resin with a delivered price above $0.766/kg
Restriction aimed at regulating imports of suspension-grade PVC resin
24 Jul 05:50 RAAMDEO AGRAWAL
MOTILAL OSWAL
Have Done Very Well Despite Challenging Situations
Posted All-time High Quarterly Results In Q1
Asset Mgmt Biz Profit Has Risen 70% YoY, AUM Gain Is Of Approx 30%
Retail Broking & Wealth Management Biz Remains Subdued
Expect To End The Year With A Comfortable ₹2,400 Cr+ Operating Profit
24 Jul 05:50 Infosys: 16.3 lk shares change hands in a block deal
24 Jul 05:50 Bajaj Finance: 10.9 lk shares change hands in a block deal
24 Jul 05:50 Jeep India launches Meridian 85th Anniversary Edition SUV, limited to 85 units, with CARA AI
24 Jul 05:30 CORRECTION: MEDPLUS HEALTH( NOT AFCONS INFRA ); ICICI PRU AMC BOUGHT ADDITIONAL 0.14 % STAKE ON 22 JULY VIA OPEN MARKET 🟢
STAKE INCREASED TO 5.07
24 Jul 05:30 AFCONS INFRA ; ICICI PRU AMC BOUGHT ADDITIONAL 0.14 % STAKE ON 22 JULY VIA OPEN MARKET 🟢
STAKE INCREASED TO 5.07 %
24 Jul 05:30 Trump Says Iran Will Be Held Responsible for Future Houthi Attacks-WSJ
24 Jul 05:30 THE HOUTHIS HAVE OPENED A NEW FRONT IN THE U.S.-IRAN WAR-WSJ
24 Jul 05:30 HIGHWAY INFRASTRUCTURE – Wins ₹28.69 Crore NHAI Toll Contract 🛣
• Highway Infrastructure has received a Letter of Acceptance (LoA) from NHAI for a ₹28.69 crore contract.
• The contract is for toll collection operations at the Kozhinjipatti Fee Plaza on the Dindigul–Samayanallur section of NH-44, Tamil Nadu.
• The 90-day contract includes user fee collection and maintenance of adjacent facilities.
• The order strengthens the company's toll operations portfolio, improves revenue visibility, and expands its presence in South India.
24 Jul 05:30 IEX: CO WILL SOON LAUNCH MINERAL EXCHANGE; NO IMPACT ON CO'S PERFORMANCE ON MARKET COUPLING || CO FILLED DRHP FOR IGX POWER DEMAND TO BE VERY HIGH - INTERVIEW
24 Jul 05:19 RESTAURANT BRANDS ASIA: PROMOTER CREATES PLEDGE ON 11.89 CRORE SHARES ( 14.8 % STAKE ) 🔴🔴
• 🔒 Promoter Lenexis Foodworks Pvt. Ltd. has created a pledge on 11,88,93,177 equity shares of Restaurant Brands Asia
• 📊 The pledged shares represent 14.84% of the company's equity
• 💼 Pledge has been created to raise funds for an acquisition transaction
• 🏦 Shares have been pledged in favour of CTL Trusteeship Ltd. (acting on behalf of debenture holders)
• 📅 Date of pledge creation: July 14, 2026 (disclosed on July 23, 2026)
⚠️ Impact: Neutral to slightly negative. The pledge is for funding an acquisition, but higher promoter share pledging is generally monitored closely by investors.
24 Jul 05:19 SOUTH INDIAN BANK ; KOTAK MF BOUGHT ADDITIONAL 0.56 % STAKE VIA OPEN MARKET 🟢🟢
KOTAK MF STAKE INCREASED TO 5.15 % FROM 4.59 %
24 Jul 05:19 Restaurant Brands Asia Update
Promoter Pledge
- Promoter pledged 11.89 Cr shares.
- Represents 14.84% equity stake.
- Pledge created for acquisition funding.
Key Highlights
- Pledge in favour of CTL Trusteeship.
- Created on July 14, disclosed July 23.
Key Takeaway
- Near-term Negative: Promoter stake pledge may weigh on sentiment, though funds are intended for an acquisition transaction.
24 Jul 05:19 BREAKING: The US 10Y Note Yield officially surges above 4.70% for the first time since January 2025.
This puts yields above the "Liberation Day" high in April 2025, set to drive interest rates to new 52-week highs.
The bond market is flashing red.
24 Jul 05:18 AFCONS INFRA – ICICI Prudential AMC Raises Stake 🟢
• ICICI Prudential AMC has acquired an additional 0.14% stake in Afcons Infra through the open market on July 22.
• Following the purchase, ICICI Prudential AMC's holding has increased to 5.07%.
24 Jul 05:18 SOUTH INDIAN BANK – Kotak Mutual Fund Raises Stake
• Kotak Mutual Fund has acquired an additional 0.56% stake in South Indian Bank through the open market.
• Following the purchase, Kotak MF's holding has increased to 5.15% from 4.59%.
24 Jul 05:18 MOTILA OSWAL
DOWN 8%
24 Jul 05:18 JPMORGAN ON INFOSYS
Target ₹1050
Earlier Target ₹1200
Recommendation- Neutral
KEY TAKEAWAYS
Multiple hits to growth momentum and CEO transition
Q1 print missed on revs, strong on signings and cash generation
With the growth engine sputtering in a weak demand environment, we cut rev/earnings by 2%
24 Jul 05:08 INDIA (JUL) HSBC INDIA PMI COMPOSITE ACTUAL: 54.3 VS 57.1 PREVIOUS
INDIA (JUL) HSBC INDIA PMI MGF ACTUAL: 53.9 VS 54.2 PREVIOUS
INDIA (JUL) HSBC INDIA PMI SERVICES ACTUAL: 53.1 VS 57.4 PREVIOUS
24 Jul 05:08 Thyrocare Says Specialised Testing Still Remains Unaffordable - NDTV PROFIT
Avg Price For Routine Testing Is Around 1,000
Invst In Specialised Testing To Not Dilute Margin
24 Jul 05:08 Selloff pushes average borrowing costs to highest since financial crisis , Yield to worst on Bloomberg Global Treasury Index 🔴🔴
24 Jul 05:08 Global Bonds Are Reeling as Oil Surge Renews Inflation Threat - Bloomberg
24 Jul 05:08 COFORGE: BAGS $230+ MILLION AI TRANSFORMATION DEAL IN EUROPE 🤝🌍
• 💼 Coforge has secured a five-year contract worth over $230 million with a major European client for an AI-led transformation engagement.
• 🤖 The project is one of the largest AI-led transformation programs won by the company in Europe and will leverage Low-Code/No-Code platforms, AI-powered automation and AI-infused software development.
• 📈 The engagement aims to improve decision-making, enhance productivity, reduce manual effort and accelerate business outcomes at scale.
• 🚀 Coforge said the deal reinforces its position as a trusted partner for enterprise-scale AI adoption, with demand for large AI-led transformation programs continuing to grow across its markets.
🟢 Impact: Positive (The $230+ million multi-year deal strengthens Coforge's order book, enhances revenue visibility and reinforces its leadership in AI-driven digital transformation.)
24 Jul 05:08 JPMORGAN ON INFOSYS
Target Price ₹1050
Earlier Target ₹1200
Recommendation Neutral
Multiple hits to growth momentum and CEO transition
Q1 print missed on revs, strong on signings and cash generation
With the growth engine sputtering in a weak demand environment, we cut rev/earnings by 2%
24 Jul 05:08 Thyrocare Says Have Democratised Routine, Specialised Testing - NDTV PROFIT
Specialised Testing Still Remains Unaffordable
24 Jul 05:03 Kwality Pharmaceuticals Update
Regulatory Approval
- CDSCO approved Pembrolizumab pilot batches.
- For preclinical study manufacturing.
Key Highlights
- Advances from R&D to preclinical stage.
- Development data successfully reviewed.
- Targets early generic launch post-patent expiry.
- Subject to successful development & approvals.
Key Takeaway
- Positive: CDSCO approval marks a key development milestone, strengthening Kwality Pharma's opportunity in the high-value Pembrolizumab generic market.
24 Jul 05:03 RESTAURANT BRANDS ASIA – Promoter Pledges 14.84% Stake 🔴
• Promoter Lenexis Foodworks Pvt. Ltd. has pledged 11.89 crore equity shares of Restaurant Brands Asia.
• The pledged shares represent 14.84% of the company's equity.
• The pledge has been created to raise funds for an acquisition transaction.
• The shares have been pledged in favour of CTL Trusteeship Ltd., acting on behalf of debenture holders.
• The pledge was created on July 14, 2026, and disclosed on July 23, 2026.
24 Jul 05:03 Iran Says It Attacked U.S. Facilities at Jordan’s Al-Azraq and Bahrain’s Sheikh Isa Air Bases
24 Jul 05:03 U.S 10 YEAR YIELD AT 4.71 🔴
24 Jul 05:03 COFORGE – Bags $230+ Million AI Transformation Deal in Europe 🤝
• Coforge has secured a 5-year contract worth over $230 million with a European client.
• The deal is among the largest AI-led transformation programs won by the company in Europe.
• The project will integrate Low-Code/No-Code platforms, AI-powered automation, and AI-driven software development.
• The engagement aims to improve productivity, decision-making, reduce manual effort, and accelerate delivery.
• The win strengthens Coforge's position as a key partner for enterprise-scale AI transformation in Europe.
24 Jul 04:54 Medplus Health Says Capex Plans Have Been Paused For Now - NDTV PROFIT
Plan To Enter Healthcare Biz, Hence Capex Paused
Pharmacy Business Still In An Early Stage
See Big Headroom For Growth In Pharmacy Biz
24 Jul 04:54 KWALITY PHARMACEUTICALS: RECEIVES CDSCO NOD FOR PRECLINICAL PILOT BATCHES OF PEMBROLIZUMAB 💊🧬
• ✅ Kwality Pharmaceuticals has received permission from the Central Drugs Standard Control Organization (CDSCO) to manufacture pilot batches of Pembrolizumab for preclinical studies.
• 🧪 The approval follows a comprehensive review of the product's development data submitted by the company's R&D team and marks the transition from the research & development stage to the preclinical stage.
• 🚀 The company aims to be among the first wave of generic manufacturers to launch Pembrolizumab after the expiry of the reference product's patent, subject to successful development and regulatory approvals.
🟢 Impact: Positive (The CDSCO approval is a key milestone in the biologics pipeline, advancing the company's oncology biosimilar program and strengthening its long-term growth prospects.)
24 Jul 04:53 JPMorgan downgrades Infosys to
'Neutral' ratings, cuts target price to Rs 1050.
24 Jul 04:53 KWALITY PHARMACEUTICALS – CDSCO Approves Preclinical Pilot Batches for Pembrolizumab 💊
• Kwality Pharmaceuticals has received CDSCO approval to manufacture pilot batches of Pembrolizumab for preclinical studies.
• The approval marks the transition from the R&D stage to the preclinical development stage after review of the company's development data.
• The company aims to be among the early generic manufacturers to launch Pembrolizumab after the reference product's patent expiry, subject to successful development and regulatory approvals.
24 Jul 04:42 **The Modi govt has reshuffled the Education Ministry's top bureaucracy.
• Naresh Pal Gangwar (IAS, Rajasthan Cadre: 1994), Secretary, Animal Husbandry & Dairying, has been appointed as the new Education Secretary.
• T.K. Anil Kumar (IAS, Karnataka Cadre: 1995) has been appointed as Secretary, Department of School Education.**
24 Jul 04:41 Oil hits $100 as Trump weighs ‘massive attack’ - FT
24 Jul 04:41 VIVEK VIKRAM SINGH
SONA COMSTAR
Can See A Major Gain In Market Share From Denso JV & Capex Is Not That Huge
Have ₹800 Cr Orders Of Robotics & Physical Al, To Execute Over 3-4 Years
Targetting 10x Revenue Over Next 10 Years, By FY35
Margin Guidance Has Always Been 23-24%
China Is 9% Of Our Revenue Currently, Will Grow Very Fast In Near Ter
24 Jul 04:41 NEW LISTING : CALIBER MINING AND LOGISTICS
Lists at ₹500.25/sh on NSE vs issue price of ₹424/sh
24 Jul 04:41 Flipkart set to enter India's food delivery market, sources tell NDTV Profit.
24 Jul 04:33 Sona BLW Management Commentary
Key Highlights
- Denso is a leader in EV & hybrid powertrains.
- Significant market share gains expected from JV.
- JV requires limited incremental capex.
- Robotics & Physical AI orders worth ₹800 Cr.
- Order execution over next 3–4 years.
- Targets 10x revenue growth by FY35.
Key Takeaway
- Positive: Denso partnership, AI/robotics order book, and ambitious FY35 growth target strengthen Sona BLW's long-term EV growth outlook.
24 Jul 04:33 L&T Business Update
Order Win
- Heavy Engineering won large global orders.
- Order value: ₹2,500–5,000 crore.
Key Orders
- Dangote refinery & fertilizer projects.
- World's largest FCC Reactor package.
- LNG equipment for Canada.
- Process equipment for Spain, US & Brazil.
Business Impact
- Strengthens global order book.
- Improves revenue visibility.
- Reinforces global leadership.
Key Takeaway
- Positive: Large international orders strengthen L&T's growth outlook and long-term revenue visibility.
24 Jul 04:32 Goldman Sachs initiates 'Buy' ratings on SJS Enterprises with a target price of Rs 2850
24 Jul 04:32 Market under pressure, IndiaVIX up over 7% on elevated crude, geopolitical tensions
24 Jul 04:32 Allied Blenders & Distillers acknowledges near-term weakness, but its FY28 vision remains ambitious.
24 Jul 04:32 Mphasis Says Need Stronger Models To Adopt The Al Transition - NDTV PROFIT
We Have Just Entered The 2nd Innings Of Al'
Clients Are Looking For More & More Efficiency
Seeing A Fair Number Of Short Duration Deals In Al
24 Jul 04:32 IMFA: GREENFIELD FERRO CHROME EXPANSION PROJECT RECEIVES KEY APPROVALS 🏭⚙️
• ✅ Indian Metals & Ferro Alloys (IMFA) has received the Consent to Operate (CTO) and Factory License for its greenfield ferro chrome expansion project (KNR-1) at Kalinganagar.
• 🔥 The company will initiate the process of switching on the first furnace next week, marking the transition from project completion to commissioning.
• 🏗️ IMFA expects the first tapping of hot metal between August 15 and August 20, 2026, and will provide a further update in due course.
🟢 Impact: Positive (Receipt of statutory approvals and commencement of commissioning are key milestones that bring the Kalinganagar expansion project closer to commercial production and future capacity growth.)
24 Jul 04:32 Sona BLW Says Margin Guidance Has Always Been 23-24% - CNBCTV 18
24 Jul 04:32 Sona BLW Says Orderbook Still Strong, Addition & Consummation Of Orders Is Almost The Same - CNBCTV 18
China Is 9% Of Our Revenue Currently, Will Grow Very Fast In Near Term
Many North American Orders Will Be Executed Over Next 1-2 Years
24 Jul 04:20 Sona BLW Says Have ₹800 Cr Orders Of Robotics & Physical Al, To Execute Over 3-4 Years - CNBCTV 18
Targetting 10x Revenue Over Next 10 Years, By FY35
24 Jul 04:20 Sona BLW Says Can See A Major Gain In Market Share From Denso JV & Capex Is Not That Huge - CNBCTV 18
24 Jul 04:20 Sona BLW Says Denso Is A Market Leader In Electric & Hybrid Powertrain Business - CNBCTV 18
24 Jul 04:17 SWIGGY: PROPOSED FOREIGN OWNERSHIP CAP MAY TRIGGER PASSIVE OUTFLOWS ; NUVAMA
• 🏛️ Board has approved a proposal to reduce the foreign ownership limit to 49.5% from 100%, subject to shareholder approval at the AGM on August 18
• 🌍 If approved, Swiggy could be removed from foreign ownership-constrained global indices
• 📊 MSCI Standard: Estimated passive outflows of ~US$340 million (~125 million shares, ~6 days' average trading volume)
• 📉 FTSE: Estimated passive outflows of ~US$120 million (~46 million shares, ~2 days' average trading volume)
⚠️ Impact: Near-term negative due to expected passive index outflows and selling pressure. The proposal still requires shareholder approval.
24 Jul 04:17 JPMORGAN Says Visibility On Geopolitical Outcomes Is Very Low - ET NOW
Crude Movements Remain Difficult To Anticipate
Indian Valuations Reasonable, Need Patient Approach
Steady Growth Is A Strong Enough Catalyst Across Sectors
'The Advantages Of Al Are A Subject Of Intense Debate'
Underweight On IT Due To Al Disruption & Earnings Scenario
Discretionary Looks Attractive From A Long Term Perspective
24 Jul 04:12 Swiggy in focus!
News: Proposed foreign ownership cap could trigger passive index outflows.
Board has approved a proposal to reduce the foreign ownership limit to 49.5% (from 100%), subject to shareholder approval at the AGM on Aug 18.
Potential impact
• Likely deletion from foreign ownership constrained global indices
• MSCI Standard: ~USD 340 mn passive outflows (~125 mn shares, ~6 days' ADV)
• FTSE: ~USD 120 mn passive outflows (~46 mn shares, ~2 days' ADV)
Source: Nuvama Alternative & Quant Research
24 Jul 04:12 MPHASIS enters Q2 with its highest-ever deal pipeline, positioned to deliver its best sequential constant currency (CC) growth in 3 years.
Key highlights from the earnings call:
--Growth Guidance: FY27 CC growth maintained at high single-digit to low double-digit.
--Margins: EBIT margin guidance held steady at 14.75%–15.75%.
--Cash Flow: Operating cash flow conversion expected to remain at ~80% of Net Income.
--AI Momentum: Pipeline has expanded 2.8x since the launch of Mphasis AI
24 Jul 04:12 FLIPKART PLANS ENTRY INTO ONLINE FOOD DELIVERY WITH BENGALURU PILOT, EXPANDING ITS CONSUMER ECOSYSTEM THROUGH ONDC - BS ( ETERNAL, SWIGGY )
FLIPKART PLANS ENTRY INTO ONLINE FOOD DELIVERY WITH BENGALURU PILOT, EXPANDING ITS CONSUMER ECOSYSTEM THROUGH ONDC. ( ETERNAL, SWIGGY )
24 Jul 04:11 IndiGo slips over 2% on weaker-than-expected Q1 results
24 Jul 04:11 Max India: Madhu Kela-backed Singularity Equity Fund 1 Invested INR 50 Cr in Max India via preferential issue at price of INR 225 per share vs CMP of INR 180 per share
24 Jul 04:11 L&T: HEAVY ENGINEERING BAGS LARGE INTERNATIONAL ORDERS 🌍🏗️
• 🌎 L&T's Heavy Engineering business has secured large international orders across Asia, Africa, North America, South America and Europe, reinforcing its position in the global process plant equipment market.
• 🏭 The company won orders from Dangote Group for a mega refinery and multi-train fertiliser expansion projects in Nigeria and Ethiopia, including the world's largest Fluid Catalytic Cracking (FCC) Reactor Regenerator Package along with critical urea and ammonia equipment.
• 🇨🇦 L&T also secured a repeat order from a Japanese customer for Heat Exchangers and Absorbers for an LNG project in Canada.
• 🇪🇸🇺🇸🇧🇷 Additionally, the company received orders for Coke Drums, Fractionator Columns and Heat Exchangers from customers in Spain, the US and Brazil. Under L&T's classification, 'Large' orders are valued between ₹2,500 crore and ₹5,000 crore.
🟢 Impact: Positive (The large international order wins strengthen L&T's global order book, enhance revenue visibility and reinforce its leadership in high-end process equipment manufacturing.)
24 Jul 04:06 Lupin In Focus
US FDA Approves Teva’s Drug, Tolvaptan
Alert: Analysts Says, it’s A $250-300 m Drug For Lupin
24 Jul 04:06 HCL Technologies:
28 Lk Shares Change Hands In block deals at ₹1,253.95/share for ₹346.16 cr
24 Jul 04:06 L&T: CO WINS LARGE CONTRACT
LARGE CONTRACT VALUES BETWEEN 25B TO 50B RUPEES
24 Jul 04:06 Swiggy slips over 5%, likely to be deleted immediately once foreign ownership cap becomes effective
24 Jul 04:05 Allied Blenders Says Cos Performed Well In An Otherwise Slow Market - CNBCTV 18
Expect Volume & Revenue Growth In 20s In FY27 With Mid-teens Margin
FY28 EBITDA Margin Should Be Around 20% Vs Earlier Guidance Of 17%
Possible To Do Rs 5,500 Cr Revenue & Rs 1,000 Cr EBITDA By FY28
See Benefit Of 140-150 bps Due To UK-India FTA In FY28
24 Jul 04:00 Thyrocare jumps 8%, Mphasis, Cyient rise nearly 4% on Q1 results
24 Jul 03:56 LUPIN ; Teva gets Tolvaptan approval
Tolvaptan - is the biggest drug for Lupin; expected to contribute around $250 million as per analyst
So far, Lupin's generic has remained without any competition
Launch could impact revenue and margins, as per analysts
24 Jul 03:54 📈 ATHER ENERGY, SAGILITY & BANK OF MAHARASHTRA – NSE TO LAUNCH F&O CONTRACTS
NSE to introduce Futures & Options contracts on Ather Energy, Sagility & Bank of Maharashtra
Trading to commence from August 26, 2026, subject to fulfilment of eligibility criteria
Market lot size & strike scheme to be announced on August 25, 2026
24 Jul 03:54 Suryoday Small Finance Bank | Q1 FY27 Results
Financial Performance
- Gross advances ₹14,376 crore (+32.5% YoY).
- Disbursements ₹2,954 crore (+30.6% YoY).
- Deposits ₹14,634 crore (+29.4% YoY).
- Net total income ₹464 crore (+30.3% YoY).
- NII ₹316 crore (+27.8% YoY).
- PPOP ₹139 crore (+27.2% YoY).
- PAT ₹75 crore (+113.0% YoY).
Operational Highlights
- ROA at 1.6%.
- ROE at 14.5%.
- NIM remained at 7.2%.
- CASA ratio at 21.0%.
- Retail deposits formed 87.3% of total deposits.
- Current bucket collection efficiency 99.2%.
- Collection efficiency improved to 92.5%.
Asset Quality
- GNPA improved to 6.60%.
- NNPA declined to 1.27%.
- PCR improved to 81.8%.
- Credit costs remained under control.
Management Commentary
- Strong start to FY27.
- Secured retail lending continued expanding.
- Healthy growth in Wheels, Mortgage and MSME.
- Vikas Loan portfolio gaining traction.
- CGFMU support strengthens balance sheet.
- Digital capabilities improving execution.
- Focus remains on profitable growth.
Impact
- Positive.
- Strong loan and deposit growth.
- Profit more than doubled.
- Asset quality improved significantly.
- Collections remained robust.
- Growth outlook remains healthy.
Key Takeaway
- Suryoday Small Finance Bank delivered a strong Q1 FY27 with robust growth in advances, deposits and profitability, while significantly improving asset quality. Healthy collections, disciplined underwriting, a growing secured retail portfolio and continued digital investments position the bank well for sustainable and profitable growth.
24 Jul 03:54 Allied Blenders & Distillers | Q1 FY27 Results
Financial Performance
- Standalone Revenue: ₹975 crore (+5.3% YoY).
- Standalone EBITDA: ₹140 crore (+14.4% YoY).
- Standalone EBITDA Margin: 14.3% (+110 bps).
- Standalone PAT: ₹68 crore (+11.9% YoY).
- Consolidated Revenue: ₹984 crore (+5.8% YoY).
- Consolidated EBITDA: ₹120 crore (+1.2% YoY).
- Consolidated PAT: ₹45 crore (-18.7% YoY).
Business Highlights
- Overall volumes grew 6.2% YoY.
- Prestige & Above volumes up 10.7% YoY.
- Premium product mix improved further.
- ICONiQ White volumes rose 33.8% YoY.
- Launched Zoya Pink under ABD Maestro.
- Expanded presence to 39 countries.
Operational Highlights
- Continued premiumisation strategy.
- Higher A&P and distribution investments.
- Global supply disruptions impacted profits.
- One-off impact estimated at ₹24 crore.
Adjusted Performance
- Adjusted EBITDA ₹144 crore (+21.4% YoY).
- Adjusted EBITDA margin 14.7%.
- Adjusted PAT ₹63 crore (+13.6% YoY).
Management Commentary
- Premiumisation strategy progressing well.
- Continued investment in brands and distribution.
- India-UK FTA expected to boost margins.
- Targets mid-teen revenue growth over medium term.
Impact
- Positive.
- Premium portfolio gaining traction.
- Volume growth remained healthy.
- International expansion continues.
- One-off supply issues temporary.
- Long-term outlook remains strong.
Key Takeaway
- Allied Blenders & Distillers delivered a healthy operational performance in Q1 FY27, driven by premiumisation, strong growth in the Prestige & Above portfolio and robust momentum for ICONiQ White. While global supply chain disruptions temporarily impacted reported profitability, the underlying business remained strong, with management confident of sustaining mid-teen revenue growth supported by premium brands and the India-UK FTA.
24 Jul 03:54 Meesho | Q1 FY27 Business Update
Operating Performance
- ATUs reached 274 million (+29% YoY).
- Quarterly orders at 725 million (+29% YoY).
- NMV rose to ₹11,614 crore (+34% YoY).
- Order frequency improved to 10.3x.
- Contribution margin expanded to 4.6%.
Financial Highlights
- Marketplace Adjusted EBITDA -₹139 crore.
- Consolidated Adjusted EBITDA -₹178 crore.
- Net loss improved to ₹133 crore.
- LTM marketplace free cash flow improved.
- Cash balance stood at ₹6,521 crore.
Business Highlights
- Sellers increased 81% YoY to 1.04 million.
- NMV outpaced order growth.
- Logistics efficiencies improved margins.
- AI reduced cancellations and RTOs.
- Continued investments in logistics and content commerce.
- Kirana Club acquisition supports expansion.
AI & Technology
- AI powers product discovery.
- AI accelerates seller onboarding.
- AI improves logistics efficiency.
- Engineering shifted to AI agents.
- Productivity more than doubled.
- Developers focused on higher-value work.
Management Commentary
- Operating model remains resilient.
- Highest contribution margin achieved.
- Marketplace profitability improved.
- Processed over 90 orders per second.
- AI becoming core business driver.
- Focus remains on disciplined capital allocation.
Impact
- Positive.
- Strong NMV and order growth.
- Margins continued improving.
- Losses narrowed significantly.
- AI enhances operating efficiency.
- Strong cash position supports growth.
Key Takeaway
- Meesho delivered a strong Q1 FY27 with robust growth in users, orders and NMV, alongside improving profitability and cash flow metrics. AI-led efficiencies, expanding seller adoption and disciplined execution continue to strengthen the marketplace economics, positioning the company well for sustainable long-term growth.
24 Jul 03:54 Sona BLW Precision Forgings | Q1 FY27 Results
Financial Performance
- Revenue ₹1,310 crore (+54% YoY).
- EBITDA ₹303 crore (+49% YoY).
- EBITDA margin at 23.1%.
- PAT ₹181 crore (+45% YoY).
- PAT margin at 13.6%.
- Highest-ever quarterly revenue achieved.
Business Highlights
- BEV revenue surged 107% YoY.
- BEV contribution reached 44% of automotive revenue.
- Won three new programs.
- Orders across EV, Hybrid and ICE.
Order Wins
- ₹640 crore hybrid differential order.
- ₹90 crore EV traction motor order.
- ₹210 crore ICE differential gear order.
- Continued customer and geography diversification.
Strategic Initiatives
- Launched Sona Comstar 2.0.
- Targets another decade of strong growth.
- Expanding into new product verticals.
- Increasing focus on Eastern markets.
- Entered Robotics & Physical AI.
- Building intelligent mobility technologies.
Management Commentary
- DENSO partnership strengthens electrification portfolio.
- Record quarter reflects successful diversification.
- Robotics opens long-term growth opportunity.
- Focus remains on connected mobility.
Impact
- Positive.
- Record financial performance.
- BEV business growing rapidly.
- Strong order inflows.
- Robotics adds new growth avenue.
- Diversification strengthens outlook.
Key Takeaway
- Sona BLW delivered record Q1 FY27 results with strong revenue and profit growth, driven by robust BEV demand and healthy order wins across EV, hybrid and ICE platforms. The launch of Sona Comstar 2.0, entry into Robotics & Physical AI, and the DENSO partnership position the company for sustained long-term growth beyond electrification.
24 Jul 03:54 IndiGo | Q1 FY27 Results
Financial Performance
- Total income ₹25,614 crore (+18.9% YoY).
- Revenue ₹24,584 crore (+19.9% YoY).
- Ticket revenue ₹21,879 crore (+23.0% YoY).
- Ancillary revenue ₹2,453 crore (+13.9% YoY).
- EBITDAR ₹3,833 crore (-33.2% YoY).
- EBITDAR margin 15.6%.
- Reported PAT loss of ₹238 crore.
- Ex-forex PAT loss ₹6 crore.
Operational Highlights
- Capacity increased 2.9% YoY.
- Carried 31.3 million passengers.
- Yield rose 21.3% YoY.
- RASK increased 16.5% YoY.
- Load factor at 83.3%.
- Fleet expanded to 432 aircraft.
- Peak 2,298 daily flights operated.
- Network covers 143 destinations.
- Technical dispatch reliability 99.9%.
- On-time performance 86.9%.
Cost & Balance Sheet
- Total expenses rose 34.4% YoY.
- Fuel cost surged 85.7% YoY.
- CASK increased 32.6% YoY.
- Cash balance at ₹52,885 crore.
- Free cash at ₹39,039 crore.
- Total debt at ₹81,531 crore.
Management Commentary
- Profitability hit by fuel prices.
- Rupee depreciation impacted costs.
- West Asia disruptions affected operations.
- Passenger demand remained healthy.
- Higher yields supported revenue.
- Capacity to remain broadly flat in Q2.
- Aircraft utilization expected to improve.
Impact
- Neutral.
- Revenue growth remained strong.
- Margins impacted by higher costs.
- Loss driven by fuel and forex.
- Strong liquidity provides resilience.
- Demand outlook remains healthy.
Key Takeaway
- IndiGo delivered strong revenue growth in Q1 FY27, supported by higher fares and resilient passenger demand. However, a sharp rise in fuel costs, rupee depreciation and Middle East-related disruptions led to a quarterly loss and margin pressure. Despite near-term challenges, the airline remains well positioned with a strong balance sheet, expanding fleet and healthy demand outlook.
24 Jul 03:52 SHADOWFAX; 9.3 Cr Shares (16.2% Equity) Worth Rs 1,938 Cr Change Hands At An Avg Rs 206/sh Via Block Deals
24 Jul 03:52 Market opens lower, Infosys Q1 earnings reaction, crude sensitives in focus
24 Jul 03:44 NIFTY TO OPEN 200 PTS GAP DOWN
24 Jul 03:43 #RupeeCheck | #Rupee Opens At 96.63/$ Vs Prev Close Of 96.57/$
24 Jul 03:42 #StocksToWatch | Here's a list of stocks that are in focus going intro trade today
🟢Meesho: Revenue Up 48.3%, Net Loss Narrows YoY
🟢Fineotex: EBITDA At Rs 59.5 Cr Vs Rs 25 Cr, Margin At 15.8% Vs 18% (YoY)
🟢Thyrocare: EBITDA Up 33.8%, Margin At 32% Vs 30% YoY
🟢IGI: EBITDA Up 29.8%, Margin At 60.5% Vs 57.5% (YoY)
🟢Sagility/Bk Of Maha/Ather: Included In F&O w.e.f August 26
🟢Textiles/Seafood: US To Impose 10% Tariff On India Vs Earlier Proposed Tariff Of 12.5%
24 Jul 03:42 VEDANTA OIL ; Delhi High Court refuses immediate relief to Vedanta against ONGC takcover of Gujarat oil block 🔴🔴
24 Jul 03:42 DIAMOND POWER ; Board Approves Fund Raising via QIP ; Reports
QIP size likely to be Rs upto 2000 crores
QIP Funds will be used for capex, working capital, expansion
24 Jul 03:36 ETERNAL, SWIGGY; Food delivery space is set to get hotter with Flipkart planning a foray over the next 30 days - TOI 🔴🔴🔴
24 Jul 03:36 HAITONG SECURITIES ON GO DIGIT 🏦📊
• 📉 Q1 GDPI declined 2% YoY, versus 11% YoY industry growth, due to conscious reduction in select motor segments
• 🚗 Motor market share fell to 5.6% in Q1FY27 from 6.3% in FY26; commercial vehicle mix reduced to 23–24% from ~65% five years ago
• ⚠️ Combined ratio worsened to 107.2% from 104.6% YoY as claims ratio increased to 73.3%
• 🔧 Management has implemented pricing and underwriting corrective actions, expecting Motor OD loss ratios to stabilize from Q2FY27
• 💰 Reported Ind AS PAT rose 15% YoY to ₹370 Cr, while adjusted PAT (excluding reserve discounting & MTM) fell 5% YoY to ₹190 Cr
• 📈 Investment book grew 14% YoY to ₹23,380 Cr; Solvency ratio remained strong at 243%
• 🎯 Haitong maintains OUTPERFORM rating with a Target Price of ₹350
24 Jul 03:36 SUN PHARMA: ORGANON SHAREHOLDERS APPROVE PROPOSED ACQUISITION 💊
• ✅ Shareholders of Organon & Co. have approved the proposed merger transaction with Sun Pharma
• 🏢 Upon completion, Organon will become a wholly owned subsidiary of Sun Pharmaceutical Holdings USA, an indirect wholly owned subsidiary of Sun Pharma
• 📌 Shareholder approval marks a key milestone toward completion of the transaction
• ⏳ The acquisition is now subject to remaining customary closing conditions, including regulatory approvals
🟢 Impact: Positive. The approval moves Sun Pharma a step closer to completing the acquisition and strengthening its global portfolio.
24 Jul 03:36 MPHASIS Q1 ; Co says Q1 sets good foundation for FY27 and platform-first thesis
Strong pipeline, momentum in Mphasis TRIA led deal wins
Expect Q2 to have accelerated momentum, with the best sequential growth in cc terms in the last 3 years
Maintain the revenue and margin guidance for FY27
Deliver between high single digit to low double-digit growth, despite the uncertain macro environment, on the back of strong execution
Disciplined execution with stable margins in the target band of 14.75%-15.75%, and 80% conversion of Net income to Operating cash flow
24 Jul 03:36 ATHER , SAGILITY, BANK OF MAHA ; NSE TO LAUNCH F&O CONTRACTS ON 3 NEW STOCKS 📈
• 🆕 NSE will introduce Futures & Options (F&O) contracts on Ather Energy, Bank of Maharashtra and Sagility
• 📅 Trading will commence from August 26, 2026, subject to fulfillment of eligibility criteria
• 📌 Market lot size and strike scheme will be announced on August 25, 2026
🟢 Impact: Positive. Inclusion in the F&O segment generally improves stock liquidity, trading volumes and institutional participation.
24 Jul 03:36 SPANDANA SPHOORTY Q1: MANAGEMENT COMMENTARY 💬
• 📈 Management said the microfinance business is back on a growth trajectory, with improvement across key operating metrics
• 💰 PAT improved to ₹12 Cr from ₹5 Cr QoQ, while AUM grew 11% QoQ to ₹4,887 Cr
• 🚀 Disbursements remained strong at ₹1,371 Cr, with 61% of loans extended to new customers
• ✅ Collection efficiency improved to 99.5%, while PAR 30+ declined to 4.4% and GNPA improved 15 bps QoQ to 3.64%
• 💵 Recoveries from 90+ DPD customers stood at ₹51 Cr in Q1; cumulative recoveries reached ₹325 Cr over the last 18 months
• 🎯 Focus areas include expanding in underpenetrated markets, reviving weak branches, rolling out a new LOS platform and launching an individual loan product
• 🏦 Strong balance sheet with ₹1,316 Cr liquidity, 33.8% CRAR and ₹2,140 Cr net worth to support future growth
24 Jul 03:36 INDIGO MD Says No Global Precedent Of Airport Operators Owning Airlines
Massive Conflict Of Interest If Airport Operators Own Airlines
Note: Adani Denies News reports claiming Plan To Enter Airline biz
24 Jul 03:36 MOTISONS ; YESTERDAY LARGE TRADE
Arihant Capital Markets Ltd sold 🔴 2.82 lakh shares at Rs 14.05 per share.
24 Jul 03:36 TANLA PLATFORMS; YESTERDAY LARGE TRADE
Rajdipkumar Chandrakant Gupta bought 🟢 8 lakh shares at Rs 635.42 per share.
24 Jul 03:36 ROUTE MOBILE: YESTERDAY LARGE TRADE
Anupama Shetty bought 🟢 759 shares at Rs 630.19 per share.
IMC India Securities Pvt Ltd bought 🟢 79,201 shares at Rs 622.86 per share.
24 Jul 03:36 OSWAL PUMP ; YESTERDAY LARGE TRADE
VQ Fastercap Fund sold 🔴 5.98 lakh shares at Rs 343.61 per share.
24 Jul 03:36 CIE INDIA ; YESTERDAY LARGE TRADE
HDFC Mutual Fund bought and sold 🔴 71 lakh shares at Rs 418.50 per share.
24 Jul 03:36 ICICI BANK RAISES $1 BILLION VIA SENIOR UNSECURED NOTES 💵🏦
• 🌍 ICICI Bank, through its IFSC Banking Unit, has priced USD 1 billion Senior Unsecured Fixed Rate Notes
• 📌 Issued under the Bank's USD 7.5 billion Global Medium Term Note (GMTN) Programme
• 📅 Tenure: 5 years | Maturity: July 30, 2031
• 💰 Coupon: 5.459% per annum
• 🏢 Proceeds will be used for general corporate purposes in accordance with regulatory guidelines
• 📈 Notes proposed to be listed on India INX, NSE IFSC and SGX-SIST
🟢 Impact: Positive. Strengthens ICICI Bank's long-term funding profile and supports future business growth through diversified overseas funding.
24 Jul 03:21 Top Brokerage Ratings & Target Prices 24 July 2026
Infosys, Cipla, PTC Industries, CIE Automotive, SRF, Cyient, Mphasis, Sona BLW Precision Forgings, InterGlobe Aviation (IndiGo), United Spirits, Adani Energy Solutions, Adani Green Energy, Meesho,
Ujjivan Small Finance Bank, Vishal Mega Mart (VMM), Swiggy, Adani Power
24 Jul 03:14 STOCKS IN NEWS
24 July 2026
Q1 FY27 Earnings – Positive
- Cyient: Sequential recovery with PAT up 90%.
- Suryoday SFB: PAT doubled; asset quality improved.
- Motilal Oswal: Returned to profit strongly.
- NIIT Learning: Revenue +25%, PAT +16%.
- Sona Comstar: Strong growth across parameters.
- IEX: Healthy double-digit earnings growth.
- Thyrocare: Record revenue and profitability.
- IGIL: Strong certification-led earnings growth.
- Fineotex: Record quarter post acquisition.
- IIFL Capital: PAT up 61%.
- GACL: Returned to profitability.
- GRP: Strong turnaround quarter.
- Capital SFB: Healthy profit growth.
- Malu Paper: Returned to profit.
Q1 FY27 Earnings – Neutral
- Meesho: Revenue surged; losses narrowed.
- Spandana: Returned to profit.
- Go Digit: Higher income; lower PAT.
- Orient Cement: Margin improvement.
- Route Mobile: Steady quarterly growth.
- Allied Blenders: Revenue up; margins softer.
- Seshaasai: Seasonal sequential weakness.
Q1 FY27 Earnings – Negative
- Infosys: PAT declined; CEO transition.
- IndiGo: Reported quarterly loss.
- Indosolar: Revenue and PAT declined.
- Ramco Systems: Profit and margins weakened.
Positive News
- Sona Comstar: EV JV with DENSO.
- Coforge: Launched Nuuron AI-OS.
- SEAMEC: Won US$19 million contracts.
- PFC: Borrowing limit raised to ₹9 lakh crore.
- RailTel: ₹32.75 crore signalling order.
- Aurobindo Pharma: Acquiring CRO business.
- ACME Solar: Commissioned 3.62 GWh BESS.
- JSW Energy: Credit rating upgraded.
- NTPC Green: Khavda solar capacity commissioned.
- Krsnaa Diagnostics: Himachal PPP agreement.
- KRN Heat Exchanger: ₹50.87 crore order.
- Waaree Energies: International module order.
- Saatvik Green: ₹138 crore module order.
- HG Infra: Stake transfer completed.
- South Indian Bank: Kotak MF stake above 5%.
Negative News
- Vedanta Group: Promoter pledged assets.
- Servotech Renewable: Fraud detected; audit initiated.
- Blue Dart: GST notice received.
- Crompton Greaves: SGST demand upheld.
- Jai Corp: Plant shut after flooding.
Neutral Updates
- Infosys: CEO-designate appointed.
- Cyient: TAO Digital acquisition.
- IREDA: Government nominee appointed.
- Indostar: ₹400 crore NCD allotment.
- Swiggy: Foreign ownership cap approved.
- CemIndia: ₹5,000 crore fundraising plan.
- VST Tillers: Independent Director appointed.
- Aye Finance: ₹220 crore NCD approval.
- Spandana: New Chairperson appointed.
- Orient Cement: Acquired wind project stake.
- ITC: Independent Director reappointed.
- Motherson: Corporate guarantee issued.
- Jubilant FoodWorks: Preference shares allotted.
- Patel Engineering: Ex-gratia support announced.
- Trident: New Yarn business CEO appointed.
24 Jul 03:13 Here's how the global market cues are placed this morning
🔴Donald Trump Says: Damages done to ships, cargo will be paid with Iranian Money
📊Asian markets slump in early trade on revised Trump tariffs & crude rally
24 Jul 03:08 DOMS , LINC , AIA ENG , WAAREE RENEWABLE, FABTECH CLEAN ROOM; UMBERGAON GIDC FIRE: INDUSTRIAL UNITS MAY SEE TEMPORARY DISRUPTION 🔥🏭
• ⚠️ Industrial operations in parts of Umbergaon GIDC, Gujarat may face temporary disruption following the fire incident
• 🏭 Companies with manufacturing presence in the area may witness short-term operational impact, depending on the extent of damage
• 📦 Market participants are tracking companies such as DOM Industries, Fabtech Cleanrooms, Linc, AIA Engineering and Waaree Renewable Technologies, among others, for any official updates
• 🏗️ The Umbergaon GIDC belt hosts several stationery, packaging and ancillary manufacturing units and is an important industrial cluster
🟡 Impact: Watchlist. The actual impact on listed companies remains uncertain until official disclosures are made.
24 Jul 03:08 'Protest Will Continue': As Sonam Wangchuk Ends Fast, CJP To Meet Govt Ministers At Constitution Club
24 Jul 03:08 Shadowfax Block Deal Size Has Likely Been Upsized To 14.20% From 9.08% Stake: Sources to CNBCTV18
Shadowfax Tech Shares Worth Rs 1,640 Cr On Offer In Block Deal
Floor price Set At Rs 197/Sh, A Discount Of Up To 9.87% To CMP
Sellers’ Residual Holding Subject To A 90-day Lock-in
24 Jul 03:08 GLOBAL CUES
GIFT Nifty Lower, Indicates A Gap-down Start For The Indian Market
GIFT Nifty Trading At A Discount Of >200 pts From Nifty Fut Thursday's Close
US Futures Little Changed Tracking Wall Street Losses
US Market Ends In Red, Alphabet, Tesla Drag Nasdaq, Dow Falls 500 pts
Brent Crosses $100/bbl Mark For The First Time Since May Tracking US-Iran War Updates
US House Votes To Curb Trump's Iran War Powers But Senate Backs President
US CENTCOM: US Forces Launch 13th Night Of
Strikes Against Iran Aimed To Hold Iran Accountable & Diminish Threats From IRGC To Commercial Shipping
24 Jul 03:08 ⚡ ACME SOLAR – OPERATIONALIZES ~3.62 GWH BESS CAPACITY IN RAJASTHAN
Operational BESS capacity reaches ~3.62 GWh across 3 project sites in Rajasthan
Commissioned ~2.29 GWh BESS capacity in current financial year till date
Capacity supports grid stability, peak-hour demand & round-the-clock renewable power
Pokhran BESS incident caused by localized AC cable fire due to electrical short circuit; no equipment damage & restoration completed
Operational contracted portfolio at 2,990 MW + ~3.62 GWh BESS | Under-construction portfolio at 5,080 MW
24 Jul 03:02 AdaniEnt Denies Reports Of Co Planning To Launch An Airline
Co Is Not Evaluating Any Proposal To Enter The Airline Business
24 Jul 03:02 ITC | Business Update
FMCG Growth Vision
- Targets ₹8 lakh crore FMCG market by 2035.
- Focus on premiumisation and digital commerce.
- Investing in AI-led product innovation.
- Plans ₹20,000 crore manufacturing capex.
Growth Highlights
- FMCG revenue rises to ₹24,200+ crore in FY26.
- Digital-first brands growing at 60%.
- Non-cigarette businesses contribute two-thirds of revenue.
- 30+ brands reach 280 million households.
Strategic Impact
- Expands manufacturing capacity.
- Strengthens premium product portfolio.
- Enhances long-term FMCG growth.
Key Takeaway
- ITC is accelerating its FMCG transformation through premiumisation, digital brands, AI-led innovation and capacity expansion, strengthening its long-term growth outlook.
24 Jul 03:01 US to impose 10% tariff under forced labour investigation on India vs the proposed tariff of 12.5 percent
Under section 301
24 Jul 03:00 MPHASIS Q1 : BFS Direct grew 0.8% QoQ and 9.4% YoY; 3.5%+ CQGR in the past 8 quarters
Growth driven by wallet share gains and growth in New Wins/Accounts
Direct Insurance has grown 17.8% YoY; coming off from strong growth for the last 4 quarters
TMT Direct grew 16.4% QoQ and 13.6% YoY driven by ramp-ups in new deal wins
Direct Others grew 5.2% sequentially driven by new deal wins in Retail segment
24 Jul 03:00 MPHASIS Q1 : Direct QoQ growth of 2.2%, YoY growth of 9.9%
Strong sequential growth in Americas and ROW
Direct ROW grew by 6.1% (led by GCCs)
APPS YoY growth driven by AI-led modernization deals
BPO QoQ growth driven by strong pipeline and new deal wins
24 Jul 03:00 CITI ON MEESHO
Maintains Buy; raises Target Price to ₹220 from ₹210
Solid quarter with growth in line and strong marketplace pricing power
Successfully passed on fulfilment cost increases from fuel and wage inflation
Take rates and contribution margins expanded despite cost headwinds
Customer additions remained strong, with ordering frequency improving
ded
Continues investing in user acquisition while progressing towards break-even
Festive timing shift may weigh on near-term performance but supports the following quarter
Raises estimates on the company's ability to sustain efficiency gains
24 Jul 03:00 MORGAN STANLEY ON MEESHO
Maintains Equal Weight; Target Price at ₹190
Mixed quarter with losses in line, while revenue missed estimates slightly
Profitability improved faster than revenue growth
Contribution margin expanded on better delivery conversion and logistics optimisation
Successfully passed on fuel and wage cost headwinds
Merchandise value miss reflected slower-Betu than-expected order growth
Higher user acquisition spending planned ahead of the festive season
Festive sale timing shift could make the next quarter optically softer
24 Jul 02:58 Nomura on Cipla
Buy, TP Rs 1510
1QFY27: Missed our estimates
EBITDA margin missed estimates by 156bp
Co, however, retains its FY27E EBITDA margin guidance at 18.5-20.0%
Outlook: Improvement in EBITDA margin from 1QFY27 base is contingent on high value launches in US. gSymbicort & gGattex are highest value launches
Stock currently trades at 27x on Mar’27 EPS of Rs 52.2.
24 Jul 02:58 ADANI ENT ;Company is not evaluating any proposal to enter the airline business.
Co says We would like to categorically deny recent media reports and market speculation suggesting that the Company is planning to launch an airline.
The reports are entirely baseless and factually incorrect
24 Jul 02:58 ELARA CAPITAL ON VISHAL MEGA MART
Maintains Buy; Target Price at ₹159
Q1 performance in line across revenue, EBITDA and profit
Same-store growth driven by new customer acquisition
Store addition run rate remains on track
Gross margin expanded on lower discounting, not price hikes
Minimum wage hikes across states offset gross margin gains
Management confident of absorbing margin pressure within current cost structure
Cost inflation and pricing actions remain key monitorables
24 Jul 02:58 MACQUARIE ON MEESHO
Target Price ₹125
Recommendation Underperform
Sequential growth moderation, margin improvement
Like Meesho's positioning
Given its low per-order unit economics, believe the current valuation implies its growth flywheels will remain in overdrive for the next five years
24 Jul 02:58 JEFFERIES ON MEESHO
Target Price ₹240
Earlier Target ₹225
Recommendation Accumulate
Growth momentum stays strong, with marketplace losses inline
While balancing value proposition, mgmt. decided to pass on cost inflation
Outlook remains positive, but a shift in seasonality implies Q2 will be softer, while Q3 should be bumper
A series of experiments is underway, with aggregate loss within a band
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