FOMO To FMA - Futures Fly, Bulls Try, and Earnings Eye the Sky

Unknown Apr 02, 2026 1,050 Views

Global Market Futures (as of 06:50 AM IST) US Market (Futures) Nasdaq: +0.51% Dow Jones: +0.35% S&P 500: +0.40% European (Futures) Ftse 100: +0.50% Cac 40: +0.99% &n...

Global Market Futures (as of 06:50 AM IST)
US Market (Futures)
Nasdaq: +0.51%
Dow Jones: +0.35%
S&P 500: +0.40%
European (Futures)
Ftse 100: +0.50%
Cac 40: +0.99%
Dax : +0.89%
Asian
Nikkei: -0.62%
ASX 200: +0.23%
KOSPI: +0.07%
Taiwan weighted: +0.23%
Asian Futures:
Hang Seng: +0.32%
Gift Nifty = 24835.50 (+0.08%)

FII and DII Trading Activity July 25, 2025 in Cash market:
FIIs: Net Sell of ₹1,979.96 crore
DIIs: Net Buy of ₹2,138.59 crore

Key Quarterly Results to be announced today for Q1 FY26:
IndusInd Bank, Bharat Electronics, Adani Green Energy, Adani Total Gas, Bajaj Healthcare, CarTrade Tech, Gail (India), JK Paper, KEC International, Mazagon Dock Shipbuilders, Motherson Sumi Wiring India, Nippon Life India Asset Management, NTPC Green Energy, Piramal Pharma, Quess Corp, RailTel Corporation of India, Torrent Pharmaceuticals, Vijaya Diagnostic Centre, and Waaree Energies will release quarterly earnings on July 28.

Key Corporate & Economy Updates:

Positive:

HDFC Bank: Maintains leadership in private banking with steady expansion of premier banking and digital offerings.
Axis Bank: Q1 FY26 balance sheet grows 9% YoY to ₹16.03 lakh crore; deposits also up 9% YoY as new private banking platform expands.
Laurus Labs: Leads in 52-week high rally, outperforming pharma peers.
Arkade Developers: Delivers robust Q1 results with a strong profit surge due to operational efficiency.
J&K Bank: Posts ₹4.85 billion profit in Q1 FY26 on controlled NPAs and strong interest income.
ACME Solar: Reports ₹1.31 billion Q1 FY26 profit backed by capacity and efficiency gains.
AGI Infra: Nuvama bets big on Punjab's real estate; company eyes a 1:2 stock split to enhance liquidity and accessibility.
Tamilnad Mercantile Bank: Net profit soars in Q1 FY26 as key metrics beat estimates.
Poonawalla Fincorp: Clears ₹215 billion capital raise for aggressive growth plan.
GNG Electronics IPO: Sees high subscription; GMP signals 42% listing premium.
Laxmi India Finance IPO: SME IPO set for July 29 debut and expected 11% upside.
Bank of Baroda: Interest income in Q1 surges past ₹310 billion while maintaining asset quality.
RITES: Secures ₹1.77 billion BEL contract for Andhra Pradesh manufacturing hub.
Enel: Receives €756 million green financing from Citi and EIFO for renewables.
WABAG: Wins World Bank-backed water tech project for Bengaluru.

Negative:

Kotak Mahindra Bank: Q1 net profit drops 7% YoY to ₹3,282 crore; provisions surge 109%, though AUM and subsidiaries show some resilience.
TCS: Labour Ministry summons management over onboarding delays for 600 lateral hires, scheduling talks for Aug 1, 2025.
SAIL: Despite a Q1 FY26 profit of ₹6.85 billion, company reports a revenue dip.
Petronet LNG: Q1 FY26 revenue slides and profits drop despite expansionary investments.
NDTV: Posts a wider loss in Q1 amid flat operational revenues.

Neutral:

Sahajanand Medical Technologies: Files IPO DRHP for 27.64 million shares via OFS route; listing on NSE/BSE planned.
Repono: SME IPO open at Rs91–96/share targeting Rs26.6 crore raise; funds to fuel infra investments.
Mentor Capital: Offloads 5.8 million shares in Authum Investment amid strategic realignment.
Cummins India: Faces penalty over import classification; legal defense underway.
JSW Energy: NCLT Hyderabad approves insolvency withdrawal for KWIPL revival.
India Glycols: Approves 1:2 stock split to boost liquidity.

Non-Corporate News:
1. Indonesia poised to hit 50 Mt palm oil output in 2025, but exports to trend lower due to domestic policy shifts.
2. UK’s growth outlook remains stable; Bank of England signals gradual rate cuts.
3. American Airlines warns of a steep Q3 loss due to weak demand and cost pressures.
4. PhysicsWallah secures SEBI nod for pre-filing, inching closer to IPO.
5. SEBI: Proposes eased disclosure norms for debenture issuers to enhance transparency.

Bulk Deals

Dodla Dairy
Promoter Bommi Surekha Reddy sold 4.65 lakh shares at Rs 1,280.68 per share.
Authum Investment & Infrastructure
Fidelity Securities Fund: Fidelity Blue Chip Growth Fund bought 22.67 lakh shares, and Goldman Sachs (Singapore) Pte acquired 8.89 lakh shares at Rs 2,250 per share. However, promoter Mentor Capital sold 58 lakh shares at Rs 2,253.57 per share.

Block Deals

Jindal Poly Films
First Water Fund bought 1.88 lakh shares at Rs 600 per share from Haresh Tikamdas Kaswani.
Polyplex Corporation
First Water Fund acquired 2.23 lakh shares at Rs 1,120 per share from Haresh Tikamdas Kaswani.

On-going IPO:
- Brigade Hotel Ventures Limited (Main Board) (Last Date to subscribe: July 28, 2025)
- Shanti Gold International Ltd
- Sellowrap Industries Ltd (SME)
- Shree Refrigerations Ltd (SME)
- Patel Chem Specialities Ltd (SME)
IPO Subscription starting on July 28, 2025:
- REPONO Ltd (SME)

Stocks Trading Ex-Dividend on July 28, 2025
Cosmo First Ltd, CRISIL Ltd, DLF Ltd, EIH Associated Hotels Ltd, KPIT Technologies Ltd, Shyam Metalics and Energy Ltd, Wipro Ltd, The Yamuna Syndicate Ltd
Stocks Trading Ex-Bonus on July 28, 2028
GTV Engineering Ltd (2:1)
Jonjua Overseas Ltd (1:20)
Stocks Trading Ex-Split on July 28, 2025
GTV Engineering Ltd
(Stock Split from Rs 10/- to Rs. 2/-)
Stocks Trading Ex-Rights on July 28, 2025
Indian Infotech & Software Ltd
Stocks Under F&O Ban on July 28, 2025
RBL Bank

Source: WOWNEWS24X7