FOMO TO FMA- Markets Balance the Beam: Bulls Cheer India Inc Q1 Buzz Amid Global Wobbles and FII Withdrawals

Global Market Futures (as of 07:00 AM IST)
US Market (Futures)
      Nasdaq: +0.22%
      Dow Jones: +0.13%
      S&P 500: +0.16%
European (Futures)
      Ftse 100: -0.09%
      Cac 40: -0.01%
      Dax : -0.24%3
Asian
      ASX 200: -1.05%
      KOSPI: +0.59%
      Taiwan weighted: -0.26%
      Straits Times: +0.41%
Asian Futures
      Nikkei: +0.13%
      Hang Seng: +0.32%
      Gift Nifty = 25027 (+0.02%)

FII and DII Trading Activity July 18, 2025 in Cash market:
FIIs: Net Sell of ₹2,894.66 crore
DIIs: Net Buy of ₹1,662.54 crore

Key Quarterly Results to be announced today for Q1 FY26:
UltraTech Cement, Eternal, Havells India, IDBI Bank, Andhra Cements, CIE Automotive India, CRISIL, Dhanlaxmi Bank, Dodla Dairy, Mahindra Logistics, Oberoi Realty, Parag Milk Foods, PNB Housing Finance, and UCO Bank will release their quarterly earnings on July 21.

Key Corporate & Economy Updates:

Positive
Adani Green: Crosses $100B market cap, backed by strong ESG interest fueling expansion.
India Automotives Export: Car exports surge 22% YoY in Q1 FY26, reinforcing India’s position as a global hub.
Reliance Industries (Retail Arm): ‘Smart Kirana’ initiative rolls out to digitize 1 million grocery stores; Jio nears 500 million subscribers, stellar Q1 numbers with FMCG push; BlackRock and Allianz join forces under Jio Financial to disrupt financial services.
Tata Group: Commences work on ₹91,000 Cr semiconductor fab in Gujarat, marking a pivotal semiconductor push.
Abha Power and Steel: Major railway contract win, order book at ₹28.9 Cr.
Awfis, Smartworks, IndiQube: IPO rush highlights co-working sector momentum.
IRCON: Bags ₹1,668 Cr in new railway and metro contracts.
NTPC Green Energy: Signs pact with Goa for 300+ MW renewable project.
L&T Finance: Retail loan milestone, ₹701 Cr Q1 profit; earns first-ever BBB- Fitch rating with stable outlook.
Anthem Biosciences: Lists on both BSE and NSE following ₹3,395.79 Cr IPO.
PropShare Titania REIT: Opens for high-value investors, Rs 473 Cr offering.
Savy Infra & Logistics: SME IPO opens; issue size ₹69.98 Cr.
Bluegod Ent, AWL Agri, Garuda Const, Cryogenic OGS: Major bulk/buying interest reflected in block deals.

Negative
MRPL: Q1 loss amid margin pressure and lower throughput.
JSW Steel: Legal setback, although demand prospects remain robust.
Jaguar Land Rover (JLR): Stalls EV rollout, defers launches to 2026 due to market turbulence.
Lasa Supergenerics: Extended shutdown after fire at Lote facility.
Major arbitration and tribunal rulings: CDSL faces new claim; Container Corp. gets favorable order.

Neutral
Bandhan Bank: Q1 profit at ₹3.72 billion, but asset quality concerns linger; in F&O ban for today.
Ganesha Ecosphere: Unaffected by GST inspection.
Ambani & Allianz: Reinsurance JV launched, with impact yet to be seen.
India’s Forex: Slight drawdown, with RBI confirming zero government debt.

Non-Corporate News

1) RBI faces lending paradox: rate cuts and liquidity injected, yet loan demand tepid.

2) Rural consumption surge is reshaping go-to-market strategies and business models.

3) SEBI: Potential ₹75 trillion mutual fund overhaul; distinct scrutiny on fund portfolios.

4) India-UK trade pact to go live, focusing on whisky, EVs, and textiles.

5) Centre for New-Age Public Companies launched to guide IPO-bound startups.

Bulk Deals

AWL Agri Business
Adani Commodities LLP has exited AWL Agri Business by selling its entire 13.54 crore shares worth Rs 3,732.5 crore to several domestic and global institutional investors. These include Duro India Opportunities Fund, IDFC Mutual Fund, Bandhan MF, Jupiter India Fund, Morgan Stanley, Quant MF, Shajaeatan Investment FZCO, and Vanguard Funds, at a price of Rs 275.5 per share.

New Listings (Mainboard/SME/NSE/BSE) on July 21, 2025
Mainboard: Anthem Biosciences Ltd
SME (NSE): Spunweb Nonwoven Ltd

Stocks Trading Ex-Dividend on July 21, 2025
Accelerates India Ltd, Anupam Rasayan India Ltd, OCCL Ltd, Orient Bell Ltd, Shree Cement Ltd, Transport Corporation of India Ltd, Thangamayil Jewellery Ltd, Windlas Biotech Ltd.
Stocks Trading Ex-Bonus on July 21, 2025
Focus Business Solutions Ltd (29:50)
Stocks Under F&O Ban on July 18, 2025
Angel One, Hindustan Copper, RBL Bank

Source: WOWNEWS24X7