13, July, 2025

Market Highlights


Get the latest Indian stock / share market highlights, BSE/NSE stock news, business research reports & details - updated daily by Money Times.


July 07, 2025

  • Daily Morning Report         Date: 7th July 2025
  • NIFTY OUTLOOK: 25,461.00  FII: -760.11 cr  DII: -1,028.84 cr
  • As discussed in the previous report dated 30th June 2025, market behavior remained on expected lines during the past week, with Nifty slipping close to the support of 25,304 and ending the week near 25,470 with a close at 25,461.
  • The previous breakout from consolidation failed to see strong follow-through buying, though overall sentiment remains positive. If Nifty manages to sustain above 25,621, it may rally to 25,773–25,930. Further strength could take it up to 26,085.
  • A small bearish candle on the weekly chart suggests mild profit booking. Support is expected around 25,303–25,149. A breakdown below this range could drag Nifty to 24,993–24,837.
  • Bank Nifty OUTLOOK
  • SPOT: 57,031.90  PCR: 0.96  Max CE OI: 56000  Max PE OI: 56000
  • On 4th July 2025, Bank Nifty closed at 57,031.90, up 0.42% from the previous day.
  • The index moved 451.50 points during the session, hitting a high of 57,075.10 and a low of 56,623.60.
  • Technical View (Daily Chart):
  • Key support and resistance levels are at 56,630 and 57,580 respectively.
  • Intraday Strategy:
  • Go Long above 57,160 with SL 57,120 and target 57,290
  • Go Short below 56,900 with SL 56,960 and target 56,780
  • RSI stands at 59.10 (below 30 = oversold, above 70 = overbought).
  • SMA Analysis:
  • Bank Nifty is trading above 7 out of 8 SMAs (10, 20, 30, 50, 100, 150, 200-day) and below the 5-day SMA.
  • No active candlestick pattern identified.
  • Macros.
  • 1. Dollar index @ 96.82
  • 2. Vix @ 17.48
  • 3. Crude @ 68.30
  • 4. U.S. 10 year’s bond yield
  • Note:
  • President Donald Trump has finally signed the “Big & Beautiful” tax bill into law. While Republicans hailed it as a major reform, Democrats argue it benefits the rich through tax cuts while potentially pushing the poor off healthcare.
  • Regarding the Indian economy, authorities have stated that the trade deal with the U.S. will be finalized soon—but not before the 9th July deadline. This delay could add pressure on Indian equities, which already witnessed choppy sessions last week due to the prevailing uncertainty.
  • We recommend a cautious, stock-specific approach. Key index levels will be shared in our weekly and daily reports.
  • Update: On 9th March 2025, we shared Transrail Lighting Ltd at Rs. 430 CMP — and in just 4 months, the stock has delivered nearly 72% returns, now trading around Rs. 740.
  • Contributed by
  • Ashok bhandari : INH000019549
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  • Dee Development Engineers
  • #DeeDev
  • #DeeDevelopment
  • H2 heavy
  • H1 is weaker vs H2 for the business
  • However, Q1FY26 shows a good uptick vs Q1FY25
  • Q1FY26 revenue at 231cr vs 185cr. 25%
  • Most of the execution for the business happens during H2
  • Solid capacity addition
  • New expansion in Anjar to be reflected in H2FY26
  • Orderbook at 1262cr
  • @beatthestreet10
  • Senco Gold
  • #Senco
  • #SencoGold
  • 28% retail sales growth
  • Studded ratio higher
  • Expecting good H2FY26
  • Healthy SSSG
  • PC Jewellers
  • #PCJewellers
  • Rev 80%
  • Debt reduced by 7.5%
  • Expecting net debt free by FY26 end
  • @beatthestreet10
  • Hari Om Pipes
  • #HariOm
  • #HariOmPipe
  • Sales volume 35% YoY and 5% QoQ
  • Sales volume of value added products 35% YoY and 4% QoQ
  • VAP contributed to 96% of total
  • @beatthestreet10
  • MEDPLUS HEALTH: Secures stay orders against earlier suspension in Pune, Maharashtra.
  • Ensures continued operations and provides interim regulatory relief.
  • Supports business continuity and improves investor sentiment.
  • Brokerages On Dabur
  • Morgan Stanley : Target Price Rs 396, Underweight
  • Goldman Sachs : Target Price Rs 490, Neutral
  • Nomura : Target Price Rs 550, Buy
  • MOSL on Petronet LNG
  • TARGET Price ₹410, Buy
  • Morgan Stanley On Godrej Consumer
  • TARGET PRICE : ₹1,431 , OVERWEIGHT
  • INDIA-U.S. TRADE TALKS
  • Sources says India-US Likely To Take Final Decision On The Mini Trade Deal In The Next 24-48 Hours - CNBCTV 18
  • India-US Have Completed Negotiations On The Mini Trade
  • India Has Proposed A Fair Deal Which Would Help India's Labour Intensive Sectors
  • Early Harvest Deal Is Likely To Have Annual Quotas For Lower Tariffs On Certain Labour Intensive Products From India
  • Certain US Agri Items Like Pecan Nuts, Blueberries May Be Provided Lower Tariffs As Part Of The Deal
  • India Declined To Offer Any Concessions On Wheat, Rice, Maize, Dairy And Genetically Modified Crops
  • India's Proposal On Automobile Tariffs Is Similar To What Has Been Offered To Other Nations In FTA Talks
  • Goldman Sachs on Banks
  • Light getting brighter out of the tunnel
  • Stabilizing profitability improves FY27 visibility
  • Stay stock-specific
  • Expect the sector to deliver strong earnings growth
  • Prefer Axis Bank, HDFC Bank, AU SFB, Kotak Mahindra Bank
  • Within NBFCs, preference for Shriram Finance, L&T Finance, PNB Housing Finance, Chola Finance and Aavas Financiers
  • Morgan Stanley On Eternal
  • Maintains Overweight with Target Price of Rs 320
  • Eternal has appointed a new CEO for the food ordering and delivery business
  • Leadership changes at the senior management level could have a mixed effect on sentiment
  • But we note that Zomato has continued to gain market share despite multiple changes over the last four years
  • Jefferies On Nuvama Wealth Management - Jane Street Impact
  • Nuvama to see higher impact
  • Asset services form 26% and investment banking & institutional equities form 20% of our FY26 revenues
  • Understand that Jane Street could be an important client for Nuvama
  • Assuming 15-20% of asset services and IE revenues come from it, expect an impact of ~5-6% on overall revenues and ~7-8% on earnings
  • Jefferies on BSE
  • SEBI bars Jane Street for market manipulation
  • Exchanges' options premium turnover on Friday was tad below 2-months Friday avg.; trends for next week are key
  • Earnings hit for BSE may be low as FPIs form 3-4% of turnover
  • A 100bps impact on our FY26 premium ests would impact EPS by ~60-70bps
  • INDIA-US TRADE TALKS HIT ROUGH PATCH - NDTV PROFIT
  • No more rounds of negotiations left for interim/mini deal
  • Deal, if it happens, will only cover goods and tariff reductions
  • Agri, dairy remain sticking points, India unlikely to budge
  • Deal will be made only if India gets sustained preference in labour-intensive sectors
  • Sectoral tariffs (steel, aluminium, auto components) exemption unlikely in interim trade deal
  • Bernstein on Trent
  • O-P, TP Rs 6500
  • 1Q update confirmed 20% YoY with net store addition of 1 for Zudio & 0 for Westside
  • Believe that 20% growth does not represent new normal
  • Core thesis for growth potential remains combination of
  • Potential to add 200-250 stores/yr
  • Continued strong brand perception and consumer acceptance
  • Supply chain flywheel keeping the fashion quotient high; year round drops; low shrinkage; pricing advantage etc.
  • MORGAN STANLEY ON NYKAA
  • Net Revenue Growth In Fashion Expected To Improve Sequentially To The Mid-Teens
  • See Continued Strong Growth Across House Of Home-Grown & Acquired Brands
  • Flagship Sale During The Quarter Saw Some Business Loss, Owing To Geopolitical Tensions
  • Maintains 'Overweight' With Target Price Of ₹225
  • Net Revenue Is Seen Rising In The Mid-20s In Beauty & Personal Care Aided By Strong Growth
  • MORGAN STANLEY ON INDUSIND BANK
  • Expect Gradual Earnings Recovery Starting Q2
  • Moderating Share Of High-Margin Loans As Well As Uncertainty Around The New CEO Keep Us Underweight
  • JEFFERIES ON INDUSIND BANK
  • Maintains 'Buy' Rating With Target Price Of ₹920
  • Deposits Were Down 3% QoQ, Reflecting Limited Outflows, Which The Market May Appreciate
  • Credit Rating Agency Has Removed Its Ratings Watch With Negative Outlook
  • MS ON JUBILANT FOOD
  • (CMP: 714)
  • MAINTAIN BUY
  • TARGET: ₹781
  • Standalone Q1 Revenue Rose 18% YoY, In-line With Est
  • Topline Was Led By LFL Growth Of 11.6% Vs Est Of 10% SSSG growth
  • Strong LFL Growth Momentum From Q4
  • Cons Q1 q Revenue Increased 17% YoY, 3% Above Est
  • NUVAMA ON GCPL
  • Buy, Target ₹1,460
  • India volumes beat estimates, outlook strong
  • Most India segments performed well
  • HI India grew mid-to-high single digits on strong June recovery from new ads and favourable weather; aerosols weak
  • Soaps weak due to grammage cuts, expected to remain weak in Q2 and recover from Q3
  • Indonesia volumes flat, likely YoY sales dip due to high competition in HI and air fresheners
  • Stock expected to do well in the near term
  • TARIFF DEADLINE DELAYED
  • U.S. Threatens New Tariffs: Trump admin set to send letters warning of higher duties to up to 15 countries - ET NOW
  • Deadline Approaching: Tariffs could begin August 1 unless trade deals are reached
  • Shift in Strategy: Trump abandons broad negotiations, saying "letters are better" after slow progress with Japan, EU
  • Few Deals Finalized: Only the UK and Vietnam have secured trade agreements so far
  • Canada Not Targeted (Yet): Not included in the list of countries to receive tariff threat letters
  • Trump Hints at Flexibility: Deadline could move, but pressure remains on trade partners
  • Goal: Increase U.S. leverage in ongoing bilateral trade talks
  • CLSA on Jubilant Foodworks
  • U-P, TP Rs 519
  • 1Q standalone sales of Rs17.02bn (+18.2% YoY, 1% above est.
  • Domino’s India LFL growth of 11.6% was in-line
  • Consolidated net sales growth was 17.0% YoY, slightly below estimate & dragged down by -ve 2.2% LFL growth for Domino’s Turkey
  • Kalyan Jewellers Q1 FY26
  • Consolidated Revenue Up 31% YoY despite gold price volatility and geopolitical concerns.
  • India Revenue Grew 31%, driven by strong Akshaya Tritiya and wedding demand.
  • International Business Up 31%, with Middle East alone growing 26%.
  • Candere (Digital Platform) Revenue Soars 67% YoY; aided by new brand campaign.
  • New Launches: 10 Kalyan India showrooms, 1 in the US, 8 Candere showrooms.
  • Same-Store Sales Growth (India): 18% – reflects strong demand at existing outlets.
  • Aggressive Expansion Plan: 170 showroom launches planned in FY26.
  • Outlook Positive: Festive season prep and showroom growth on track.
  • Bernstein on Trent
  • O-P, TP Rs 6500
  • 1Q update confirmed 20% YoY with net store addition of 1 for Zudio & 0 for Westside
  • Believe that 20% growth does not represent new normal
  • Core thesis for growth potential remains combination of
  • Potential to add 200-250 stores/yr
  • Continued strong brand perception and consumer acceptance
  • Supply chain flywheel keeping the fashion quotient high; year round drops; low shrinkage; pricing advantage etc.
  • CITI on IGL
  • Buy, TP Raised to Rs 270
  • Raise FY26-28E EBITDA margin assumptions from Rs6.5-7/scm earlier to Rs7-7.5/scm as expect a reduction in IGL's gas transportation costs following PNGRB’s approval of new pipeline tariff regulations.
  • As per new regulations, unified tariffs would now transition from 3-zone to a 2-zone system, with zone 1 tariffs applicable for all CGDs
  • IGL could be a key beneficiary as co has thus far fallen under zones 2 & 3 where tariffs are higher.
  • UBS on GAIL
  • Buy, TP Rs 225
  • Target Price implies 9.8x FY27E EV/EBITDA for transmission segment, which view as attractive, while long-term regulatory reform tailwinds & upcoming tariff revisions do not appear to be fully priced in
  • B&K ON DIXON TECH
  • Initiate Coverage, Buy, Target 18,946
  • Dixon Technologies stands at the forefront of India's electronics manufacturing transformation
  • It is uniquely positioned to benefit from the accelerating shift towards domestic and global electronics outsourcing
  • Continued scale-up in mobile and IT hardware, entry into industrial EMS and EV, wallet share gains, backward integration, export growth, and rising ODM share to drive 42% revenue and 69% PAT CAGR over FY25-27E
  • Expected to maintain healthy ~30% post-tax RoCE by FY27E
  • High growth, large TAM, policy tailwinds, and high return ratios should sustain valuations
  • MOSL ON PETRONET LNG
  • Upgrade to Buy from Neutral
  • Target raised to ₹410 vs ₹315
  • At CMP, PLNG is pricing in an unrealistic scenario of a 20% decline in tariff at both the Dahej and Kochi terminals in FY28 with no tariff hike thereafter and 0% terminal growth
  • While concerns around a potential tariff cut in FY28 linger, a sharp cut at Dahej could pressure the entire industry as competing terminals were built at ~2x capital cost
  • This would increase Dahej's attractiveness, especially as expanded capacity comes online
  • At 9.7x FY27 P/E and 4% dividend yield, valuations are at rock-bottom levels
  • We move to a DCF-based target price (earlier 10x FY27 P/E) and assume a 10% tariff cut in FY28 at Dahej and Kochi, 4% escalation thereafter, 2% terminal growth, and 11.2% WACC
  • CITI on IndusInd BK
  • Sell, TP Rs 765
  • 1QFY26 advances contracted 3.1% qoq (-3.9% yoy) – decline was sharper than CitiE.
  • Run-down in corporate advances was material at 6.2% qoq leading to >14% yoy plunge.
  • Consumer businesses declined 0.9% qoq (+4.8% yoy) – believe led by MFI.
  • CMS INFO SYSTEMS: Co. appoints Anush Raghavan as Chief Business Officer, expanding his role beyond cash logistics to all business segments.
  • He will now lead sales and strategy across Cash Logistics, Managed Services, and Tech Solutions.
  • Raghavan brings 16 years of experience and industry influence, supporting CMS’s broader growth strategy.
  • CMS INFO SYSTEMS: Appoints Anush Raghavan as Chief Business Officer, expanding his role across all verticals.
  • With 16 years at CMS and industry-wide influence, he will lead sales and strategy company-wide.
  • The move supports CMS’s integrated growth strategy and strengthens its leadership team.
  • C.E INFO SYSTEMS: *MapmyIndia & India Post launch India’s first digital address system via DIGIPIN.*
  • DIGIPIN enables precise, secure digital addresses integrated with the Mappls app, solving delivery and navigation challenges.
  • Boosts MapmyIndia’s positioning in logistics, e-commerce, and digital infrastructure with strong B2B adoption potential.
  • BIOCON: *Gets UK MHRA approval for Denosumab biosimilars Vevzuo® and Evfraxy®.*
  • Approvals cover cancer-related bone issues and osteoporosis in postmenopausal women and prostate cancer patients.
  • Strengthens Biocon’s biosimilar portfolio and boosts presence in UK and EU markets.
  • GODAVARI BIOREFINERIES: *Secures European patent validation for novel anti-cancer molecule.*
  • Patent recognized across the UK, Spain, and multiple EU nations; targets breast and prostate cancer.
  • Marks strategic biotech diversification and strengthens global innovation credentials.
  • KEYSTONE REALTORS: *Delivers record-breaking Q1FY26 pre-sales of ₹1,068 crore, up 75% YoY.*
  • Launched 3 new projects with ₹4,000 crore GDV and surpassed full-year biz dev target in Q1 itself.
  • ICRA upgrades credit rating to A+; strong focus on Mumbai’s redevelopment market.
  • Eternal , Swiggy : NPCI ups the ante, announces cashback, discount offers on BHIM payments - NDTV PROFIT
  • Discounts available on popular e-commerce apps including Swiggy, Zomato, Zepto, Meesho & More
  • Cashback upto Rs 250 for travel and fuel, utility bill, prepaid mobile recharges, food and grocery categories
  • TATA POWER : AGM
  • Primed for the anticipated opening up of the nuclear sector for private participation
  • Transitioned to being a direct consumer facing company with its rooftop solar and EV charging solutions.
  • The 4.3 GW solar cell and module manufacturing plant in Tirunelveli, Tamil Nadu, has been fully commissioned and stabilized during the year
  • METAL STOCKS : Govt Releases Aluminium and copper Vision Document to drive green Manufacturing
  • Vision document outlines a roadmap to scale up aluminium and copper production six fold by 2047
  • It aims to expand bauxite production capacity to 150 MTPA
  • Outlines plans to add 5 million tonnes per annum of smelting and refining capacity by 2030
  • AUTO STOCKS : India autobody seeks EV rules relief on China magnet curbs
  • RELIANCE : DGTR Initiates Anti-dumping Investigation into Low-Density Polyethylene imported from Kuwait, Malaysia, Oman, Qatar, Saudi Arabia and UAE
  • Investigation begins on the request of Haldia Petrochemicals Ltd, HPCL-Mittal Energy Ltd, and Reliance Industries Ltd.
  • ROAD INFRA (TOLL RELATED STOCKS) : Government slashes toll charges by up to 50% on national highways with bridges, tunnels, flyovers, or elevated corridors
  • DIXON, AMBER, KAYNES, NETWEB, REDINGTON : Electronics manufacturing in India faces setbacks due to curbs on gold compound imports and restricted access to rare earth magnets from China.
  • A new DGFT rule now requires government approval for importing key gold-based materials used in production.
  • Industry groups warn this could delay expansion plans and impact sectors like semiconductors, EVs, and medical devices.
  • ORIENTAL TRIMEX LIMITED: Introduced SMART CUT Ultrathin Wire Machine for marble block cutting.
  • The new technology reduces material waste by 20% and is expected to expand profit margins from 10% to 30%.
  • Mining Operations: The company received a Black Granite Mining Lease from the Odisha Government in May 2025.
  • Commercial operations are scheduled to begin this quarter.
  • Export Expansion: Oriental Trimex is actively engaging with buyers in Vietnam and the Middle East.
  • This move is aimed at opening new revenue channels through marble exports.
  • Asset Divestment: The company plans to sell 7 acres in Somnathpur Industrial Estate and its granite unit in Rairangpur.
  • These strategic sales will help reduce fixed costs and sharpen business focus.
  • Housing Demand Tailwind: The company is positioned to benefit from a surge in luxury housing.
  • Rising demand in North and South India is driving strong marble consumption.
  • Strategic Focus: With a leaner cost base, export traction, and tech-led efficiency, Oriental Trimex is building a scalable, high-margin growth story.
  • NUVAMA WEALTH: CVC, Permira, and EQT in talks to acquire stake worth \$1.6 billion, indicating strong strategic value.
  • Regulatory Overhang: Jane Street-linked trades have drawn scrutiny, pressuring the stock.
  • Mixed Signals: HSBC exited talks; investor sentiment may remain cautious pending clarity.
  • JSW ENERGY: Commissioned 261 MW of new renewable capacity 189 MW solar and 72 MW wind during Q1FY26, taking the total installed capacity to 12.8 GW. Renewables now contribute 56% of the overall mix.
  • Strong Quarterly Growth: Added 1.9 GW in Q1FY26 through a combination of organic and inorganic initiatives. The timely commissioning is expected to support performance during the peak renewable generation season.
  • Robust Pipeline: The company has a locked-in pipeline of 29.9 GW generation and 29.3 GWh storage. It is on track to meet its 30 GW capacity target by FY30.
  • Green Commitment: Aims for carbon neutrality by 2050, with recent capacity additions reinforcing its transition toward a sustainable energy portfolio.
  • JSW ENERGY: Co. commissions 261 MW of renewable energy capacity, raising total installed capacity to 12.8 GW.
  • Renewables now account for 56% of the portfolio, with 1.9 GW added in Q1FY26 alone.
  • The company has a locked-in pipeline of 29.9 GW generation and targets 30 GW by FY30.
  • NUVAMA WEALTH: Private equity firms like CVC, Permira, and EQT are in talks to acquire a $1.6 billion stake in the company, per ET.
  • The deal follows HSBC’s reported exit, with ongoing regulatory scrutiny linked to Jane Street trades.
  • Despite interest from global investors, market sentiment remains cautious amid compliance concerns.
  • BOROSIL RENEWABLES: German subsidiary files for insolvency due to sustained losses and weak demand, prompting exit from the European solar glass market.
  • The company will now shift focus to India, with plans to invest ₹950 Cr to expand solar glass capacity by 600 TPD.
  • Total exposure of €35.3 million to the German unit; financial impact to be detailed in upcoming results.
  • AUTO ; FADA SAYS CHALLENGES IN SECURING RARE-EARTH MATERIALS STALLED COMPONENT PRODUCTION
  • IN NEAR TERM, ABOVE-NORMAL MONSOON RAINS SHOULD BOLSTER RURAL DEMAND
  • PIYUSH GOYAL : FROM AGENCIES
  • India to make program for toy manufacturing
  • India in talks for trade deals with several nations
  • No near-term plan to visit Washington for trade deal talks
  • India always safeguards its interest in trade talks
  • On US trade deal: Won't sign any deal under deadline
  • On US trade deal: Will sign only mutually beneficial pact
  • SEBI to expand scope of Jane Street investigation
  • SEBI examining Jane Street trades on other indices, across exchanges
  • SEBI's scope of investigations on Jane Street is large, may take time to complete
  • There should not be any major market wide impact due to SEBI's Jane Street order
  • Retail participation in F&O has moderated recently but 90% of investors still continue to lose money
  • INFO EDGE, TEAMLEASE: Indian Staffing Federation seeks GST cut on employment services from 18% to 5% to spur job creation.
  • Sector Implication: Lower GST may boost formal hiring, client demand, and profit margins.
  • Status: Proposal under review; no immediate change until finance ministry decision.
  • DCX SYSTEMS: Company secures industrial license to manufacture radar, avionics, and electronic warfare systems in Bengaluru SEZ.
  • High-Security Clearance: Products fall under Category-A as per Ministry of Defence guidelines.
  • Long-Term Growth: 15-year license supports expansion in India's strategic defence electronics sector.
  • ORIENTAL TRIMEX LIMITED: Introduced SMART CUT Ultrathin Wire Machine for marble block cutting.
  • The new technology reduces material waste by 20% and is expected to expand profit margins from 10% to 30%.
  • Mining Operations: The company received a Black Granite Mining Lease from the Odisha Government in May 2025.
  • Commercial operations are scheduled to begin this quarter.
  • Export Expansion: Oriental Trimex is actively engaging with buyers in Vietnam and the Middle East.
  • This move is aimed at opening new revenue channels through marble exports.
  • Asset Divestment: The company plans to sell 7 acres in Somnathpur Industrial Estate and its granite unit in Rairangpur.
  • These strategic sales will help reduce fixed costs and sharpen business focus.
  • Housing Demand Tailwind: The company is positioned to benefit from a surge in luxury housing.
  • Rising demand in North and South India is driving strong marble consumption.
  • Strategic Focus: With a leaner cost base, export traction, and tech-led efficiency, Oriental Trimex is building a scalable, high-margin growth story.
  • Nuvama Wealth Management In Focus - Jane Street Impact
  • Jefferies Says
  • SEBI bars Jane Street for market manipulation
  • Nuvama to see higher impact
  • Asset services form 26% and investment banking & institutional equities form 20% of our FY26 revenues
  • Understand that Jane Street could be an important client for Nuvama
  • Assuming 15-20% of asset services and IE revenues come from it, expect an impact of ~5-6% on overall revenues and ~7-8% on earnings
  • AUTO: FADA Auto Data
  • --Q1 Overall Retail Volumes Up 4.85% YoY
  • --Q1 2W Retail Volumes Up 5%, 3W 11.8%, Tractor 6.3%
  • --Q1 PV Retail Volumes Up 2.6%, cv Up 1% YoY
  • FADA June Data
  • --Total Sales Down 9.4% MoM & Up 5% YoY At 20.03 Lk Units
  • --2-wheeler Sales Down 12.48% MoM & Up 4.73% YoY At 14.46 Lk Units
  • --CV Sales Down 2.97% MoM & 6.60% YoY At 73,367 Units
  • PURAVANKARA : Wins ₹2,100 Cr redevelopment project in Mumbai’s Chembur across 8 housing societies.
  • Project Scope: Over 1.2 million sq ft to be developed, expanding its Mumbai redevelopment portfolio.
  • Strategic Value: Strengthens Puravankara’s presence in West India with rising GDV contribution from key clusters.
  • VINTAGE COFFEE : To raise ₹215.76 Cr via preferential issue for capacity expansion and global growth.
  • Expansion Plan: New 5,000 MTPA freeze-dried plant; total capacity to rise to 11,000 MTPA by Mar 2026.
  • Strategic Push: Strengthens international footprint across Asia, Europe, and Latin America.
  • GUJARAT ALKALIES : Begins first dispatch from India’s largest Chlorotoluenes plant at Dahej.
  • Export Boost: ₹400 Cr/year projected revenue, with ₹130 Cr from exports to Europe, USA, and South Asia.
  • Strategic Value: Enhances product diversification, job creation, and import substitution with green tech integration.
  • Q1 RESULT SEASON BEGINS
  • 7 July
  • Arihant Capital Markets
  • DPSC
  • Siemens Energy India (Q4)
  • Nectar Lifesciences (Q4)
  • Take Solutions
  • 8 July
  • 5Paisa Capital
  • UMIYA BUILDCON
  • Venus Remedies
  • 9 July
  • Burnpur Cement
  • Davangere Sugar
  • Gujarat Hotel
  • GACM Tech
  • Supreme Infrastructure
  • 10 July
  • Anand Rathi Wealth
  • Eimco Elecon
  • GTPL Hathway
  • Oswal Pumps
  • Tata Elxsi
  • TCS
  • 11 July
  • Aditya Birla Money
  • Avenue Supermarts
  • Elecon Engineering
  • Nath Bio-Genes
  • Sanginita Chemicals
  • Superhouse (Q4)
  • 13 July
  • Arisinfra Solutions (Q4)
  • CELLECOR: Co. Promoters Complete ₹35.35 Cr Stake Sale, Reinvest Entire Amount to Fuel Growth
  • Full Reinvestment: Promoters sold 88.95 lakh shares (~₹35.35 Cr) and reinvested 100% back into the company.
  • Breakdown of Funds:
  • ₹9.05 Cr via equity (conversion of 30 lakh warrants at ₹40.20/share).
  • ₹26.30 Cr via interest-free unsecured loans (quasi-capital) for working capital & expansion.
  • No Further Sale: Future stake sale paused due to improved financing options.
  • Promoter Holding Post-Sale: 46.3% - still maintains significant skin in the game.
  • Strong Growth Outlook: Company targets ₹5,000 Cr sales; already hit ₹1,000 Cr in under 2 years post-listing.
Panchkarma