FOMO TO FMA - Fed Holds, Bulls Roll: Global Equities Rally while India Tracks Earnings, IPO Listings and ₹3,980-Crore Institutional Buying
🌐 Global Market Futures & Indices
(As of 07:15 AM IST)
US Market Futures
| Index | Performance / Level |
| Nasdaq | +1.28% |
| Dow Jones | +0.32% |
| S&P 500 | +0.61% |
European Futures
| Index | Performance / Level |
| FTSE 100 | +0.27% |
| CAC 40 | +0.33% |
| DAX | +0.75% |
Asian & Regional Markets (Live)
| Index | Performance / Level |
| Nikkei 225 | +2.32% |
| KOSPI | +4.69% |
| TAIEX | +1.85% |
| Shanghai (SSEC) | +0.08% |
| ASX 200 | -0.32% |
| Hang Seng | -0.39% |
| Straits Times Index | -0.69% |
| Gift Nifty | 24,268.50 (-0.14%) |
📊 Institutional Trading Activity
(Cash Market Segment — July 29, 2026)
FIIs / FPIs: Net Buy of ₹2,981.87 crore
DIIs: Net Buy of ₹998.02 crore
🛢️ Commodity Market Updates (Live)
Precious & Industrial Metals:
Gold Futures: Rose 1.23% to $4,085.90
Spot Gold (XAU/USD): Advanced 0.56% to $4,089.26
Silver: Climbed 1.25% to $58.815
Copper: Gained 1.13% to $6.4183
Energy Complex:
WTI Crude: Fell 0.77% to $83.81 / bbl
Brent Crude: Eased 0.89% to $87.33 / bbl
Natural Gas: Eased 0.04% to $2.731
Soft Commodities & Agri:
Arabica Coffee, Sugar, Cocoa, and Palm Oil traded higher on bargain buying and crude rebound.
📅 Key Quarterly Results Today (July 30, 2026)
Major Earnings Announcements Scheduled:
Tata Steel, Mahindra & Mahindra, Bajaj Finance, Hyundai Motor India, Swiggy, LIC Housing Finance, AWL Agri Business, Deepak Fertilisers & Petrochemicals, Exide Industries, ICRA, IRB Infrastructure Developers, Mankind Pharma, Global Health, Mahanagar Gas, National Securities Depository (NSDL), Nuvama Wealth Management, RailTel Corporation of India, Thermax, Torrent Pharmaceuticals, and Vedanta.
🏢 Corporate Actions & Earnings Updates
Positive Developments & Strong Earnings
Sun Pharmaceutical: Received ANVISA approval to manufacture and market Semaglutide in Brazil (2 mg/1.5 ml & 4 mg/3 ml strengths) in partnership with Hypera Pharma.
Waaree Energies: Commissioned 118.8 MW of Unit 3 at Neemuch Solar Park. Q1 Consolidated Revenue up 79.2% YoY to ₹7,932 crore; Net Profit grew 14.1% YoY to ₹850 crore.
Redington (Q1 YoY): Revenue surged 34.6% to ₹34,922.5 crore vs ₹25,952 crore; Net Profit spiked 76.5% to ₹486 crore vs ₹275.3 crore.
MTAR Technologies (Q1 YoY): Revenue grew 130.4% to ₹360.7 crore vs ₹156.6 crore; Net Profit jumped nearly 5-fold to ₹50.2 crore vs ₹10.8 crore.
TBO Tek (Q1 YoY): Revenue surged 81.1% to ₹925.8 crore vs ₹511.3 crore; Net Profit rose 32.4% to ₹83.4 crore vs ₹62.9 crore.
ACME Solar Holdings (Q1 YoY): Revenue jumped 67.8% to ₹857.5 crore vs ₹511 crore; Net Profit soared 80% to ₹235.3 crore vs ₹130.8 crore.
Quess Corp (Q1 YoY): Revenue grew 14.5% to ₹4,181.7 crore vs ₹3,651.4 crore; Net Profit rose 60.9% to ₹81.9 crore vs ₹50.9 crore.
MOIL (Q1 YoY): Revenue up 6.6% to ₹370.9 crore; Net Profit zoomed 70.1% to ₹87.6 crore vs ₹51.5 crore.
Vedanta Oil and Gas (Q1 YoY): Net Profit turned around to ₹945 crore (vs loss of ₹103 crore); Revenue rose 8.5% to ₹2,507 crore.
Vedanta Iron and Steel (Q1 YoY): Net Profit stood at ₹121 crore (vs loss of ₹145 crore); Revenue up 18.3% to ₹3,662 crore.
Eicher Motors: Q1 Consolidated Revenue (₹6,632 crore) and Net Profit (₹1,463 crore) beat consensus estimates. Management expects robust H2 growth.
Dabur India: Q1 Consolidated Revenue stood at ₹3,764 crore with Net Profit at ₹591 crore (FMCG volume growth +5%). Management is evaluating sizeable acquisitions.
Bajaj Housing Finance: Q1 Total Revenue stood at ₹3,063 crore; Net Profit increased to ₹715 crore.
Star Health: June-quarter total insurance revenue reached ₹4,917 crore with Net Profit of ₹550 crore.
Karnataka Bank: Q1 Net Profit stood at ₹419 crore; Interest earned was ₹2,383 crore (NIM: 3.20%, Gross NPA: 2.58%).
Balkrishna Industries: June-quarter Revenue stood at ₹3,455 crore; Net Profit at ₹451 crore. Declared 1st interim dividend of ₹4/share.
TeamLease Services: Q1 Revenue at ₹3,035 crore; Net Profit rose to ₹34.87 crore. Partner Crystal HR will buy back TeamLease's 30% JV stake.
NBCC: Signed a $75 million EXIM Bank-funded contract to build 1,008 housing units in Seychelles.
Power Grid: Acquired Bhadla Ramgarh Power Transmission for ₹12.86 crore.
Capri Global Capital: Partnered with OpenAI to deploy enterprise-grade AI across lending operations.
Marvell Technology: Announced plans to double its workforce in India and expand hubs in Bengaluru and Hyderabad.
Reliance Infrastructure: NCLT Mumbai permitted withdrawal of the insolvency petition against Mumbai Metro One.
Corporate Quarterly Summaries:
Jess Corporation: Revenue ₹4,182 crore | PAT ₹81.9 crore
Gokul Agro: Revenue ₹5,282 crore | PAT ₹123 crore
Force Motors: Revenue ₹2,440 crore | PAT ₹217 crore
Zensar Technologies: Revenue ₹1,508 crore | PAT ₹184 crore
Laxmi Organic: Revenue ₹968 crore | PAT ₹67.72 crore
Indo Rama Synthetics: Revenue ₹937 crore | PAT ₹63.74 crore
SK Finance: Revenue ₹737 crore | PAT ₹104 crore
One MobiKwik: Revenue ₹670 crore | PAT ₹95.08 crore
BMW Ventures: Revenue ₹609 crore | PAT ₹10.58 crore
Nath Bio-Genes: Revenue ₹328 crore | PAT ₹32.26 crore
EFC (I): Revenue ₹283 crore | PAT ₹69 crore
Chandra Prabhu Intl: Revenue ₹231 crore | PAT ₹2.07 crore
Timex Group India: Revenue ₹219 crore | PAT ₹25.02 crore
eMudhra: Revenue ₹192 crore | PAT ₹32.15 crore
iValue Infosolutions: Revenue ₹180 crore | PAT ₹15.82 crore
ADF Foods: Revenue ₹167 crore | PAT ₹17.29 crore
Mangal Electrical: Revenue ₹126 crore | PAT ₹7.52 crore
Steelcast: Revenue ₹125 crore | PAT ₹23.71 crore (Approved ₹120 cr greenfield expansion)
Strategic & Operational Wins:
Allcargo Global: Subsidiary acquired shares in Sweden-based ECUNORDICON AB.
Brigade Enterprises: Acquired a 2-acre land parcel on Kanakapura Road, Bengaluru (GDV: ₹400 crore).
Signatureglobal India: Signed a collaboration agreement for a 6.14-acre Gurugram development.
Oberoi Realty: Signed a development agreement for a redevelopment project in Malabar Hill, Mumbai.
Shyam Metalics: Commissioned a 1.5 MTPA beneficiation plant in Sambalpur (Capex: ₹150 crore).
NTPC Green Energy: Declared 3rd tranche (50 MW) of Rajasthan solar project operational.
Vikran Engineering: Commissioned 132 kV Miao–Namsai line in Arunachal Pradesh.
SPEL Semiconductor: Signed a strategic AI & chip MoU with Calsoft and Natronix India.
SBI Card: Launched a co-branded credit card with Google Pay.
Hind Rectifiers: Secured US export order for traction motor assemblies.
B.L. Kashyap & Sons: Secured order worth ₹91.57 crore.
Ameenji Rubber: Received ₹47.47 crore LOA from Eastern Railway.
Cupid: Made an additional $5 million follow-on investment in GII Healthcare.
Panorama Studios: Signed LOI with Sony Pictures for OTT rights of a Malayalam film.
India Pesticides: Granted registration in Morocco for a fungicide formulation.
Alpa Laboratories: Approved in-principle setup of Nigerian unit Alpa Biopharm.
Shilp Gravures: Resumed operations in select departments at Gandhinagar plant.
Ramco Systems: Secured software mandate from CFS Aero.
Negative Developments & Challenges
Dr. Reddy’s Laboratories: USFDA completed inspection of FTO-SEZ Unit-02 (July 20–29) and issued Form 483 with 3 observations.
Chalet Hotels (Q1 YoY): Revenue fell 42.7% to ₹512.3 crore; Net Profit tanked 57.6% to ₹86.1 crore vs ₹203.2 crore.
Adani Enterprises: Reported a quarterly loss post recognition of a US settlement charge.
Syngene International: Reported Q1 net loss of ₹9 crore on revenue of ₹736 crore.
Vedanta Power: Reported Q1 net loss of ₹423 crore on revenue of ₹2,607 crore.
Aequs: Reported Q1 net loss of ₹53.23 crore on revenue of ₹396 crore.
Astral: Board withdrew the composite scheme of arrangement regarding the chemical division demerger.
Asian Paints & Dabur India: Highlighted margin risks from geopolitical conflict, volatile raw material/commodity prices, and patchy monsoons.
Patanjali Foods: Issued a tax penalty order of ₹80 lakh.
Key Executive Resignations:
iValue Infosolutions: CEO Shrikanth Manohar Shitole resigned.
Panyam Cements: CFO P.V.N.L. Anil Kumar resigned.
Operational Halts: Sri Chakra Cement announced worker layoffs at its Andhra Pradesh unit starting August 1.
Triveni Engineering: Q1 revenue stood at ₹1,950 crore, but net profit was restricted to ₹3.65 crore.
Neutral & Corporate Structuring Updates
Hexaware Technologies (Q1 YoY): Revenue rose 17.9% to ₹3,845.2 crore; Net Profit dropped 13% to ₹330.2 crore due to negative other income (-₹50.1 cr).
Prestige Estates (Q1 YoY): Revenue up 15.9% to ₹2,675.1 crore; Net Profit fell 19.4% to ₹235.9 crore.
Piramal Pharma (Q1 YoY): Revenue up 17.4% to ₹2,269.9 crore; Net Loss narrowed to ₹69.39 crore (vs loss of ₹81.7 cr).
Fundraising & Capital Restructuring:
Premier Energies: Seeking shareholder approval to raise up to ₹5,000 crore.
Punjab National Bank: Approved $1.5 billion MTN programme via IFSC banking unit.
Madhya Bharat Agro Products: Plans to raise up to ₹317 crore via share issue.
Ceigall India: Considering fundraising via commercial papers.
IBL Finance / Regency Fincorp: Approved NCD issuances up to ₹50 crore and ₹30 crore, respectively.
CESC: Board to evaluate NCD issuance on August 3.
Kesar India: Proposed issuing up to 17 lakh shares via swap arrangement at ₹900/share.
Boss Packaging: Reappointed MD and approved ₹2.45 crore fundraising via warrants.
Sumeet Industries: Approved preferential issue up to ₹28 crore via OCRPS conversion.
Leadership & Board Appointments:
IRCTC: Rahul Himalian assigned additional charge as CMD.
Cochin Shipyard: Extension granted for Jose V.J. as CMD (additional charge).
BGR Energy: Reappointed Arjun Govind Raghupathy as MD.
Prabhu Steel: Appointed Vrijtika Agrawal as CFO.
Varvee Global: Appointed Jaimin Gupta as CFO.
🏛️ Macroeconomic, Regulatory & Policy Updates
US Federal Reserve Policy Rate: The FOMC held the federal funds rate target unchanged at 3.50% – 3.75%, taking a watchful stance on inflation and growth metrics.
India Benchmark Yields: 10-year Indian Government Bond yield closed at 6.7964% (+1.9 bps) on crude volatility prior to the US Fed decision.
India-US Trade Policy: Indian Trade Ministry expressed confidence in the trade arrangement finalized in February becoming operational shortly, declining comments on speculative US tariffs on Russian oil buyers.
India-EU FTA: The free trade agreement with the European Union is anticipated to become effective in Q1 2027.
Crude Oil Pricing: Russian Urals crude discounts to Indian refiners narrowed to $1–$2 per barrel over Brent.
Solar Grid Bottlenecks: Approximately 7% of installed solar capacity in India remains underutilized due to transmission line constraints.
SEBI Orders: Issued adjudication orders concerning alleged market manipulation in Akash Infra-Projects and Madhav Copper.
Antitrust Action: Global agency Publicis legally challenged aspects of an Indian antitrust investigation.
📦 IPO Tracker & Market Listings
Ongoing Mainboard & SME IPOs
| Company | Segment | Closes On |
| Pooja Precision Engg Ltd | BSE SME | July 30, 2026 |
| Manipal Health Enterprises Ltd | Mainboard | July 31, 2026 |
| H.R. Hygiene Products Ltd | BSE SME | July 31, 2026 |
| Juniper Green Energy Ltd | Mainboard | August 03, 2026 |
| MV Electrosystems Ltd | Mainboard | August 03, 2026 |
| Oneindig Technologies Ltd | BSE SME | August 03, 2026 |
| Dhaval Packaging Ltd | BSE SME | August 03, 2026 |
Upcoming IPO Openings
| Company | Segment | Dates |
| Fusion Klassroom Edutech Ltd | BSE SME | July 31 – Aug 04 |
| G V Electricals Ltd | BSE SME | July 31 – Aug 04 |
Stock Exchanges Listing Today
Indo-MIM
Lohia Corp
Xtranet Technologies
🤝 Key Institutional Bulk & Block Deals
Go Digit General Insurance: ICICI Prudential Mutual Fund bought 57.21 lakh shares (0.61%) from Peak XV Partners at ₹243/share (Deal Value: ₹139.02 crore).
KPIT Technologies: Massachusetts Institute of Technology sold 40 lakh shares (1.45%) at ₹609.09/share (Deal Value: ₹243.6 crore), reducing stake to ~1.66%.
Maple Infrastructure Trust: Investec India Fund Management acquired 20.75 lakh units from Famy Steri Pvt Ltd at ₹144/unit (Deal Value: ₹29.88 crore).
TIL: Singularity Equity Fund I bought 5.26 lakh shares (0.63%) at ₹223.72/share (₹11.78 crore). Mahan Eximp and Salgurn Merchants offset through stake sales worth ₹23.7 crore.
📋 Corporate Actions (July 30, 2026)
Securities Trading Ex-Dividend Today
Albert David, BASF India, BirlaNu, Cheviot Company, Crestchem, Dwarikesh Sugar Industries, GPT Healthcare, Granules India, IG Petrochemicals, IVP Ltd, JK Tyre & Industries, Kokuyo Camlin, Dr. Lal PathLabs, Marico, Share India Securities, Suryamba Spinning Mills, UltraTech Cement, Yasho Industries.
Derivative Segment Watch
Securities Under F&O Ban Today: NIL
Source: WOWNEWS24X7, Moneycontrol, Investing.com
Stay Ahead – Explore Now! FOMO TO FMA (29.07.2026)






