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July 18, 2025

NIFTY OUTLOOK: 25111.45 FII: -3694.31 cr DII: 2820.77 cr
As discussed yesterday, market behaviour remained on expected lines. Nifty witnessed a both-side movement, respecting the support of 25083 on the downside and the resistance of 25255 on the upside, eventually settling at 25111.
A moderate bearish candle on the daily chart indicates selling pressure. If selling persists and Nifty decisively breaks below 25070, it may drift lower towards 25028 to 24986. A further rise in supply could pull it down to 24945.
On the upside, 25153 to 25197 may act as immediate resistance levels. A breakout above these levels, followed by sustained buying, could take Nifty higher towards 25236 to 25278.
Bank Nifty Outlook:
Spot: 56828.80 PCR: 0.79 Max CE OI: 57000 Max PE OI: 56000
On 17th July 2025, Bank Nifty closed at 56828.80, down 0.59% from the previous day.
The index recorded a high of 57262.85 and a low of 56780.15, marking an intraday range of 488.73 points.
Technical View (Daily Chart):
Key Support: 56500 Key Resistance: 57500
RSI: 53 — indicates a neutral zone (neither oversold nor overbought)
SMA Analysis:
Trading above 5 of 8 SMAs: 30, 50, 100, 150, 200-day
Trading below 3 of 8 SMAs: 5, 10, 20-day
A bearish candlestick pattern was observed, signaling potential weakness.
• Evening Star
Macros
1. Dollar index @ 98.137
2. S&P vix @ 16.52 ( -3.73 % )
3. Crude @ 69.50
4. US 10 years bond yield @ 4.44
Note: Earning season in US has started, corporate earnings will indicate the initial effect of tariff on companies. TSMC gave excellent earning chipmaker provided limited cheers to the sector, after firm flagged some concerns over the impact of higher U.S. trade tariffs.
A far as earning season in India is concerned last night Axis bank gave its results, results were disappointing, we need to keep close eye on earning season in India as further trigger will come from earning season.
On commodities from all key commodities are trading in range.
Conclusion: Keep a close eyes on earning season both in US & India for further trigger.
Contributed by
Ashok bhandari : INH000019549
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IndoStar sells Niwas Housing Finance for INR 1,705.95 Cr, exiting subsidiary and boosting core business capital.
@beatthestreet10
IndoStar sells Niwas Housing Finance to EQT for INR 1,705.95 crore, refocusing on core businesses.
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Magellanic Cloud
Subsidiary received Rs. 32 Cr order from NHAI initiative, potential Rs. 75 Cr for toll plaza audit system.
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Afcons wins two Croatian road projects worth Rs. 4,535 Cr with 42-month completion.
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Inox Wind
Board approved Rs.1250 Cr rights issue via equity shares, details to follow.
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Ganesh Infraworld awarded Rs. 59.65 Cr piling contract for Thane Coastal Road, 12-month duration.
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BAJAJ AUTO: Subsidiary Bajaj Auto Credit has approved major fundraising plans to boost capital flexibility.
It will raise up to ₹5,000 crore via Non-Convertible Debentures and ₹3,000 crore through Commercial Papers.
An additional ₹750 crore will be raised as Tier-2 subordinated debt.
The move enhances liquidity and supports future credit growth.
@beatthestreet10
TATA MOTORS: The company has incorporated a new not-for-profit subsidiary, Tata Motors Foundation, to drive CSR initiatives.
It is registered under Section 8 of the Companies Act with ₹10 lakh paid-up and ₹50 lakh authorised capital.
Ownership is divided among Tata Motors (45%), Tata Passenger Vehicles (40%), and Tata Technologies & others (15%).
The move enhances the group’s CSR focus with limited direct financial impact.
@beatthestreet10
ROUTE MOBILE: Q1 consolidated net profit declined 6% QoQ to ₹53 crore and fell 32% YoY.
Revenue dropped 11% QoQ to ₹1,050 crore, down 5% YoY.
EBITDA fell 24% QoQ and YoY to ₹93.3 crore.
EBITDA margin compressed to 8.88% from 10.4% QoQ and 11.2% YoY.
@beatthestreet10
ROUTE MOBILE: Gautam Badalia has resigned as CEO and KMP, effective July 17, 2025.
Rajdipkumar Gupta will take over as Managing Director and CEO from July 18, 2025.
Sammy Mamdani has been elevated to Chief Operating Officer from his previous role as Group Head - Global Operations.
Leadership changes are aimed at ensuring continuity through internal promotions.
@beatthestreet10
Ganesh Infraworld Ltd : The company secured a ₹59.65 crore EPC work order for piling and soil stabilization on the Thane Coastal Road project in Maharashtra.
The project is to be executed within 12 months.
This order adds to the company’s order book and enhances its presence in the road infrastructure segment.
@beatthestreet10
ACME Solar Holdings Ltd : The company signed a Battery Energy Storage Purchase Agreement with NHPC for 275 MW / 550 MWh capacity projects.
The project qualifies for central government Viability Gap Funding support and is targeted for commissioning within 18 months.
It marks ACME Solar’s entry into the BESS-as-a-Service model, expanding its energy storage portfolio.
@beatthestreet10
Tata Technologies Ltd : The company joined Tata Motors Foundation as a founding member for CSR initiatives.
It invested ₹10 lakh in the foundation, which has an authorized capital of ₹50 lakh.
The move aligns Tata Technologies with Tata Group’s social responsibility programs and enhances its ESG profile.
@beatthestreet10
Raymond Ltd : Antique Broking initiated a Buy rating with a target price of ₹903, implying a 30% upside from ₹697.
The company completed the demerger of its Fabric and Realty businesses in September 2024 and July 2025.
Raymond will focus on auto components, engineering tools, aerospace, and plans two specialized subsidiaries for defence and EV segments.
It projects strong FY26-28 growth with revenue CAGR of 16%, EBITDA 38%, and PAT 55%, supported by margin expansion.
@beatthestreet10
JIO FINANCE Q1 CONCALL HIGHLIGHTS
Financial Performance
Total Income: ₹619 Cr (↑48% YoY). Share of business income rose from 12% to 40%.
Pre-Provision Operating Profit (POP): ₹366 Cr (↑8% YoY).
PAT: ₹325 Cr (↑from ₹313 Cr).
Net Worth: ₹1.4 lakh Cr — strong capital base.
Expenses: ₹260 Cr (↑from ₹79 Cr) due to:
Finance costs: ₹99 Cr (from external borrowings),
Staff: ₹64 Cr,
Ops: ₹90 Cr (scale-up related).
Exceptional Item: Acquired SBI’s 14.96% stake in Jio Payment Bank for ₹105 Cr.
Resulted in ₹439 Cr fair value gain, offset by ₹411 Cr goodwill.
@beatthestreet10
LTIMINDTREE Q1 : Mgmt reasonably confident of growth momentum continuing into Q2 and margin improvement
No decision on wage hike yet
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JIO FINANC Q1 CONCALL HIGHLIGHTS
Business Vertical Highlights
• Jio BlackRock Asset Management
Launched in May 2025 post regulatory nod.
Maiden NFO raised ₹17,800 Cr—one of India's largest.
Approved for 5 index funds, wealth mgmt, and broking.
Uses BlackRock’s Alladian platform for investment management.
• Jio Payment Bank Ltd (JPBL)
Deposits: ₹358 Cr (↑206% YoY).
Customer base: 2.58 million CASA users.
Now a wholly owned subsidiary (after SBI exit).
Network expanded to 50,000+ BC points for last-mile delivery.
Received mandates from NHAI and others for toll processing.
Launched premium subscription accounts.
10x QoQ growth in value of transaction services (AEPS, DMT, B2B UPI).
@beatthestreet10
JIO FINANC Q1 CONCALL HIGHLIGHTS
Business Vertical Highlights
• Jio Payment Solutions Ltd (JPSL)
TPV: ₹7,717 Cr (↑93% YoY).
Focuses on merchant solutions with custom APIs.
Launched developer portal to boost SME adoption.
• Jio Credit Ltd (NBFC)
AUM: ₹11,665 Cr (↑from ₹217 Cr YoY).
Shifted focus to secured lending in FY24.
Offers a range of commercial and secured retail loans: home, LAP, LAS, MF loans, etc.
Fully digital onboarding via Jio Finance app.
Uses WhatsApp chatbot, voice bot, and partnerships for distribution.
Present in 11 cities, expanding further.
Targets prime/near-prime customers and highly rated corporates.
Key cost advantages:
AAA rating → ₹2,500 Cr raised at low rates.
Low acquisition cost via MyJio data and analytics.
No tech debt → cloud-native, scalable system.
Unique underwriting model combining bureau, account aggregator, and Jio ecosystem data
@beatthestreet10
NUVOCO VISTAS Q1 HIGHLIGHTS
Good quarter lead by higher realisations and cost focus
EBITDA/TN UP 43 % YOY, Up 5 % Qoq
Q1 Volume Up 6 % To 5.1 MT YOY
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JIO FINANCE Q1 CONCALL HIGHLIGHTS
Digital Platforms
Jio Finance & MyJio apps: 8.1M monthly active users.
Core hub for mutual funds, gold, loans, UPI, SB a/c, insurance.
Future upgrades will offer hyper-personalized user journeys and third-party financial products.
Technology & Data
Built a group-wide AI & analytics platform for personalization and risk detection.
Introduced single customer view dashboard for unified insights.
Tech stack allows rapid deployment and smart customer targeting.
Human Capital
Over 80 cross-functional pods set up to drive innovation, speed, and cost control.
Attracting global talent to enhance design and experience (UI/UX).
@beatthestreet10
BSE Ltd, Angel One Ltd, Nuvama Group : Index options premium turnover on NSE dropped ~36% in two weeks after the ban on US HFT firm Jane Street.
The decline indicates reduced capital deployment and lower market risk appetite.
BSE’s weekly index options segment is also expected to witness lower activity and premium turnover.
@beatthestreet10
Nucleus Software Exports Ltd : The company showcased its AI-powered banking, lending, and digital payment solutions at the IDC Asian Financial Services Congress 2025 in Singapore.
It is targeting key ASEAN markets to drive digital transformation in the BFSI sector.
Its flagship products — FinnOne Neo, FinnAxia, and PaySe — focus on smarter underwriting, predictive risk management, and personalized engagement.
@beatthestreet10
Veranda Learning 2.0 - Growth-accretive Acquisitions to drive ed-tech transformation
Launches QIP of 380 crore to repay debt and become debt free in next few months
Veranda Learning is quickly emerging as a leading force in India’s edtech space - offering a scalable, hybrid learning ecosystem from school to career.
Growth Momentum
K–12 Academic: Expanding student intake in Chennai, Bengaluru, Trichy, and Coimbatore through an asset-light school model.
Commerce Test Prep: Demand driven by global finance courses (CA, CMA, ACCA, CPA). Key acquisitions (Navkar, BB Virtuals, JK Shah) driving growth. Expected to clock ₹180 crore EBITDA in FY26 with ₹150 crore from commerce division
Government Test Prep: TNPSC trigger boosting enrollments. Growing presence in Kerala and Karnataka. App launch and content upgrades accelerating digital reach.
Vocational Skilling: Targeting high-value programs like MBA, MSc in AI, and global certifications for professionals.
Funding Update
Board approved a QIP of up to ₹500 crore at a floor price of ₹236.92 to support debt repayment and strengthen the balance sheet.
Why It Stands Out
* 200+ offline centers
* 2.5+ lakh learners served annually
* ₹471crore revenue in FY25 vs ₹2.5 crore in FY21
* First profitable quarter in Q4FY25 (PAT ₹8.4 crore)
* ₹1,200 crore deployed across 12 acquisitions since 2020
FY26 Guidance
* Revenue growth target: 30–35%
* EBITDA margin target: 25%
* Focus on Tier 2/3 expansion, global skilling, and margin improvement
* Clear shift from acquisitions to organic growth and profitability
The Road Ahead
With strong fundamentals and execution discipline, Veranda is building one of India’s most stable and future-ready edtech platforms.

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