Dealstorms & Power Plays: India Inc. Roars Ahead While Global Futures Flicker

Today's Market at 08:15 am
US Market (Futures)
      Nasdaq = +2.80
      Dow Jones = -0.30
      S&P 500 = -2.30
European (Futures)
      Ftse 100 = +11.90
      Cac 40 = +16.60
      Dax = +40.50
Asian
      Nikkei 225 = -411.89
      ASX 200 = +10.80
      Straits Times = +29.56
      Hang Seng = -120.65
      KOSPI = +49.65
      Taiwan weighted = +407.56
      Shanghai (SSE) = +9.26
Gift Nifty = 25635.00 (+3.00)

FII and DII Trading Activity June 30, 2025 in Cash market:
FIIs: Net Sell of ₹831 crore
DIIs: Net Sell of ₹3497 crore

Key Corporate Developments and Updates:

Kalpataru Projects International
The company secured new overseas orders worth ₹989 crore in the power T&D segment, bringing FY26 total order intake to ₹7,150 crore. [Positive]

JK Cement
Declared a healthy dividend of ₹15 per share for FY25, reflecting stable financial performance. [Positive]

Samvardhana Motherson International
Completed acquisition of remaining 14.29% in Motherson Technology Services Kabushiki Gaisha, making it a wholly owned step-down subsidiary. [Positive]

Bharat Forge
Transferred defence business to Kalyani Strategic Systems via OCRPs worth ₹500 crore; revised acquisition cost for AAM India due to higher cash. Shows corporate restructuring and expansion. [Positive]

Uno Minda
Completed acquisition of 49.90% stake in UnoMinda EV Systems from FRIWO GmbH for ₹141.27 crore, indicating consolidation of its EV business. [Positive]

SJVN
Its subsidiary commissioned 100.25 MW out of 1,000 MW Bikaner Solar Project; total commissioned capacity now at 501.02 MW. [Positive]

KSB
Received major order for 15 boiler feed pump sets from L&T for NTPC’s supercritical power projects. [Positive]

NCC
Received orders worth ₹1,690.51 crore in June for building division, showing strong order inflow. [Positive]

Bharat Electronics (BEL)
Secured fresh orders worth ₹528 crore since June 20, covering a wide range of defense and security equipment. [Positive]

HCL Technologies
Entered into a multi-year strategic collaboration with OpenAI for enterprise AI transformation, boosting its innovation edge. [Positive]

Godrej Industries
Invested ₹285 crore in subsidiary Godrej Capital, increasing stake to 90.89%, reflecting strategic commitment to financial services. [Positive]

Apollo Hospitals Enterprises
Announced spin-off of digital health and pharma units into NewCo, with targeted revenue of ₹25,000 crore by FY27—shows value unlocking and growth vision. [Positive]

AAVAS Financiers
Aquilo House Pte became new promoter after acquiring 2.09 crore shares from previous promoters—strong promoter change with possible strategic support. [Positive]

Astec Lifesciences
Board approved ₹249.35 crore rights issue priced at ₹890 per share in a 1:7 ratio—capital infusion for growth. [Positive]

CG Power and Industrial Solutions
Opened QIP issue with floor price ₹679.08/share; issue size may be ~₹3,000 crore. Capital raise but without price reaction yet. [Neutral]

Can Fin Homes
Appointed Abhishek Mishra as CFO; prior Interim CFO to remain as Deputy GM. Routine leadership transition. [Neutral]

Yes Bank
Board reshuffled nominee directors with Shweta Jalan resigning and D Shivakumar appointed—internal board restructuring. [Neutral]

Federal Bank
Board approved fundraising via equity and debt instruments up to ₹6,000 crore; preparatory move, no execution details yet. [Neutral]

Hindustan Copper
Signed MoU with Coal India to explore opportunities in copper and critical minerals. Early-stage exploratory collaboration. [Neutral]

Bank of India
Reduced MCLR by 5 basis points across tenures. Minor rate adjustment, regular banking move. [Neutral]

Ashok Leyland
CEO of Switch Mobility resigned; COO Ganesh Mani to take over. Leadership reshuffle but continuity ensured. [Neutral]

ESAF Small Finance Bank
Transferred ₹733.4 crore of NPAs and written-off loans to ARC for just ₹73.34 crore—reflects significant asset quality concerns. [Negative].

Bulk Deals

Jyoti CNC Automation
Paresh Mohanlal Parekh and Vijay Mohanlal Parekh each sold 68.5 lakh shares, valued at Rs 744.6 crore and Rs 744.9 crore respectively. Meanwhile, Kotak Funds – India Midcap Fund acquired 37.92 lakh shares (1.66% stake) at Rs 1,087 per share, amounting to Rs 412.2 crore.
One Mobikwik Systems
Citigroup Global Markets Mauritius sold 4.43 lakh shares in Mobikwik at a price of Rs 246.23 per share.
Beardsell
Promoter Sure Power Technologies sold 2.39 lakh shares at a price of Rs 27.33 per share.

Block Deals

PB Fintech
BNP Paribas Financial Markets acquired 99,994 shares in PB Fintech from Morgan Stanley Asia (Singapore) Pte at a price of Rs 1,819 per share.

Mainboard Listing on July 1
Kalpataru, Globe Civil Projects, Ellenbarrie Industrial Gases
SME Listing on July 1
Shri Hare-Krishna Sponge Iron, Icon Facilitators, Abram Food, AJC Jewel Manufacturers
Listing after Scheme of Arrangement
Raymond Realty
Stocks Trade Ex-Dividend
JSW Infrastructure, Cera Sanitaryware, Polychem
Stocks in F&O ban
RBL Bank

Source: Moneycontrol, NSE India, Investing.com