FOMO TO FMA - Strong Global Signals Offset FII Outflows as DII Buying, Earnings Rush and Softer Crude Fuel Market Optimism
1. Global Market Futures & Indices
(As of 07:10 AM IST)
| Market Region | Index | Net Change |
| US Markets (Futures) | Nasdaq | +1.08% |
| Dow Jones | +0.49% | |
| S&P 500 | +0.66% | |
| European Markets (Futures) | FTSE 100 | -0.07% |
| CAC 40 | +0.17% | |
| DAX | +0.49% | |
| Asian Markets (Live) | Nikkei 225 | -0.09% |
| SSE Composite (Shanghai) | -0.51% | |
| Hang Seng | +0.29% | |
| KOSPI | -0.90% | |
| TAIEX | -0.95% | |
| Straits Times Index | -0.59% | |
| ASX 200 | +0.90% | |
| India Benchmarks | Gift Nifty | +0.73% |
2. Institutional Activity
Trading Activity (July 24, 2026 - Cash Market Segment):
Foreign Institutional Investors (FIIs / FPIs): Net SELL of ₹3,892.77 crores
Domestic Institutional Investors (DIIs): Net BUY of ₹5,453.55 crores
3. Key Quarterly Earnings Calendar (Today)
The following major companies are scheduled to release their quarterly earnings report today:
Major Market Caps: Coal India, Bharat Electronics, Tata Power Company, Tata Chemicals, Indus Towers, Canara Bank, Coforge.
Mid & Small Caps: Balaji Amines, Capri Global Capital, Emkay Global Financial Services, Godfrey Phillips India, Gravita India, Happiest Minds Technologies, Home First Finance Company India, P N Gadgil Jewellers, R R Kabel.
4. Commodity Market Updates (Live)
International commodity markets traded mixed, with precious metals outperforming while energy commodities witnessed broad-based weakness.
Precious & Industrial Metals:
Gold: Climbed to 4,100.95 (+0.74%)
XAU/USD: Advanced 1.13% to 4,099.13
Silver: Gained 1.49% to 59.785 on safe-haven demand
Copper: Remained stable, slipping 0.08% to 6.3548
Energy & Gas:
WTI Crude: Fell 4.79% to $85.03
Brent Crude: Dropped 4.21% to $87.82 amid easing supply concerns
Natural Gas (US): Fell 1.90% to 2.833
Gasoline RBOB: Declined 2.59%
Dutch TTF Natural Gas: Down 7.71%
London Gas Oil: Fell 2.32%
5. Key Corporate Updates
Positive Developments
Hero MotoCorp: Electric vehicle brand VIDA entered Nepal, expanding international presence.
HIRE-CT Ltd: Secured a ₹600 million contract to supply propulsion systems to Indian Railways.
Maruti Suzuki: Launched the new Brezza Turbo Boosterjet in the compact SUV segment.
NBCC: Received work orders worth ₹1.09 billion.
Kanungo Financiers: Approved the acquisition of Peepal Mining and Logistics for ₹388.3 million.
Neogen Chemicals: Reported Q1 consolidated revenue of ₹2.5 billion and net profit of ₹171.1 million. Approved raising up to ₹6 billion via QIP.
OneSource Specialty Pharma: Q1 consolidated revenue stood at ₹4.49 billion with PAT of ₹250 million.
Hindustan Zinc: Reported a record Q1 net profit of $578 million (+145% YoY) and highest-ever EBITDA driven by higher production and lower costs.
KFin Technologies: Q1 consolidated revenue at ₹3.57 billion; net profit reached ₹752.1 million.
SAIL: Reported Q1 revenue from operations of ₹262.46 billion and net profit of ₹16.36 billion.
Bank of India: Q1 profit rose 36.2% YoY to ₹3,067.9 crore; NII increased 12.6% to ₹6,832.5 crore. Provisions fell 12%, Gross NPA declined to 1.81%, and Net NPA eased to 0.51%.
IDFC First Bank: Q1 profit surged 132.4% YoY to ₹1,075 crore, supported by 21.1% NII growth and a 31% drop in provisions. Gross NPA fell to 1.51%. Received ₹514.82 crore under the CGFMU Scheme.
AU Small Finance Bank: Q1 profit grew 37% to ₹796 crore; NII rose 31.8% to ₹2,695.5 crore. Provisions declined 30.3%. Gross NPA rose to 2.10% and Net NPA to 0.76%.
Lodha Developers: Q1 consolidated net profit more than doubled to ₹1,372.1 crore (+103.4% YoY). Revenue surged 43.1% YoY to ₹4,996.7 crore.
Kross Ltd: Reported Q1 revenue of ₹1.84 billion and profit of ₹133.1 million.
Tech Mahindra: Partnered with ASCO to deliver AI-driven Security Service Edge cybersecurity solutions.
Ameenji Rubber: Secured an order valued at ₹38.4 million.
Kalpataru: Supreme Court stayed a High Court deposit order; no adverse action to be taken against Kalpataru Retail Ventures until further notice.
CreditAccess Grameen: Reported Q1 consolidated revenue of ₹17.83 billion and profit of ₹4.93 billion. Board approved private placement of NCDs up to ₹10 billion and a public NCD issue up to ₹20 billion.
Container Corporation of India (CONCOR): Q1 consolidated revenue stood at ₹21.6 billion and net profit at ₹2.67 billion. Declared dividend of ₹1.60 per share.
Shakti Pumps: Q1 consolidated revenue stood at ₹8.59 billion and net profit at ₹515.9 million.
REC: Q1 consolidated revenue at ₹144.35 billion; net profit at ₹41.93 billion. Declared 1st interim dividend of ₹4.25 per share for FY27.
SBI Cards and Payment Services: Q1 revenue from operations reached ₹50.41 billion and PAT stood at ₹6.64 billion on improved asset quality.
Indo Tech Transformers: Received an order for two 90 MVA, 400 kV transformers.
Takyon Networks: Received a work order worth ₹14.3 million from Hindustan Aeronautics.
Ratnaveer Precision Engineering: Q1 consolidated revenue reached ₹3.15 billion with net profit of ₹182.4 million.
SBI Life Insurance: Reported higher quarterly profit with expectations of margin expansion.
Neueon Corporation: Entered a procurement partnership with Elcom Innovations worth ₹350 million.
STL: Achieved record quarterly revenue, EBITDA, and order book in Q1 FY27.
Omax Autos: Q1 revenue stood at ₹1.22 billion with net profit of ₹106 million. Declared dividend of ₹2.50 per share.
Associated Alcohols & Breweries: Q1 consolidated revenue recorded at ₹2.86 billion and net profit at ₹178.3 million.
Merck / Aurobindo Pharma / Cipla / Emcure / Viatris: Merck signed non-exclusive voluntary licensing agreements with the four pharma companies for alimatravir.
Tata Consumer Products: Q1 consolidated revenue came in at ₹53.49 billion (est. ₹53.83 billion), while net profit reached ₹4.27 billion (est. ₹4.2 billion). Indicated potential price hikes due to volatile input costs.
Ganesh Housing: Q1 consolidated revenue was ₹2.8 billion and net profit stood at ₹419.6 million.
DCB Bank: Q1 profit grew 35.6% YoY to ₹213.2 crore; NII up 17.8% to ₹684 crore. Provisions plunged 50.4%. Gross NPA fell to 2.43% and Net NPA to 0.84%.
Kalpataru Projects: An appellate authority set aside a tax demand order against the company.
Vedant Fashions: Q1 profit rose 14.7% YoY to ₹80.6 crore; revenue grew 7.2% to ₹301.4 crore. Reappointed Ravi Modi as CMD for 5 years effective Aug 28.
NTPC: Q1 consolidated revenue from operations stood at ₹507.41 billion and net profit at ₹67.21 billion. Approved fund raising via privately placed NCDs.
Shree Digvijay Cement: Q1 revenue reached ₹3.37 billion and net profit recorded at ₹68.2 million.
Tanfac Industries: Reported Q1 revenue from operations of ₹1.87 billion.
Negative Developments
Bank of Baroda: Q1 profit plunged 71.9% to ₹1,278.4 crore due to a ₹5,680.2 crore exceptional loss related to the $600 million NMC Group settlement. NII rose 9.5%, provisions fell 67.3%. Gross and Net NPAs increased sequentially.
Zen Technologies: Q1 consolidated profit fell 40% YoY to ₹31.8 crore; revenue declined 10.5% to ₹141.6 crore. Unveiled a new high-altitude man-portable anti-drone system.
REC (Standalone/Core Metrics): Subdued core performance with consolidated profit dropping 6.1% YoY to ₹4,192.8 crore (vs ₹4,465.7 crore) and NII down 3.6% to ₹5,453 crore.
Infosys: Penalized €175,000 by French labor authorities over work-time recording system non-compliance (no material financial impact noted).
Piramal Pharma: Facility operational incident affected units contributing less than 3% of consolidated revenue.
Welspun Living: Operations at the Vapi, Gujarat plant disrupted due to flooding since July 23. Personnel safe, assets insured; loss assessment ongoing.
3M India: Temporarily suspended operations at its Ahmedabad plant due to heavy rainfall/flooding. Restoration expected within days.
Commercial Vessel Attack: One Indian national deceased following an attack on commercial vessel MV Omorfi.
Neutral / Corporate Actions
Transworld Shipping Lines: Agreed to sell a vessel to Last Voyage DMCC for $3.08 million.
Whirlpool of India: Appointed Abhish Jain as Head of Financial Planning & Analysis.
New India Assurance: Q1 net earned premium stood at ₹96.83 billion.
Veefin Solutions: Board approved issuing NCDs up to ₹350 million via private placement.
Spectrum Electrical Industries: Board approved issuing convertible warrants (up to ₹500M) and equity shares (up to ₹2.75B).
Punjab National Bank (PNB): To consider raising foreign currency funds via debt issuance.
Jindal Steel: Q1 revenue stood at ₹154.82 billion with net profit at ₹8.45 billion. Appointed Sandeep Modi as CFO and Vidya Rattan Sharma as MD for two years.
Enbee Trade and Finance: Appointed Nishith Kartik Pandit as CFO.
Flipkart Internet & Shadowfax: Flipkart Internet sold 33.7M shares in Shadowfax at ₹204.45 per share via NSE bulk deal.
Tranway21 Technologies: Reappointed Kalavathy Bylappa as Chairperson & MD.
Container Corporation of India: Appointed Ajit Kumar Panda as Chairman & MD effective August 1, 2026.
Shradha Realty: Subsidiary signed agreement to acquire property worth ₹178.6 million.
Iykot Hitech Toolroom: Appointed Rakesh Oza as CFO.
Tata Steel: High Court permitted amendment of writ petition regarding Finance Act retrospective amendments.
Amanaya Ventures: Approved private placement of NCDs worth ₹30 million.
Maxgrow India: Appointed Santosh G. Doke as CFO effective July 24, 2026.
Shriram Finance: To consider fund raising via privately placed debt securities.
6. Macroeconomic, Regulatory & Policy Updates
Union Cabinet Changes: President Droupadi Murmu accepted Dharmendra Pradhan's resignation. Cabinet Minister Pralhad Joshi given additional charge of the Ministry of Education.
Youth Protest Settlement: Protesters agreed to withdraw agitation following accepted government terms (dropping of police cases and max compensation payouts).
Global Trade & Tariffs: US imposed new global tariffs, triggering international pushback over supply chain, inflation, and trade flow concerns.
SEBI Regulatory Action:
Axis MF Front-Running Case: Final order passed; ₹74 million in penalties imposed across 21 entities, with 21 individuals/entities barred from securities markets.
Stark Investments & Others: Issued ex-parte interim order regarding unregistered advisory and PMS operations.
Madhav Stock Vision: Final order issued in front-running matter.
Nalwa Sons Investments & Hexa Tradex: Issued regulatory orders (financial impact unspecified).
Reserve Bank of India (RBI) Updates:
Gold Reserves: Decreased to $101.75 billion (as of July 17) from $105.23 billion the previous week.
Bond Auctions: Accepted ₹109.91 billion at the 2076 bond auction and ₹169.67 billion at the new GS 2041 auction.
T-Bill Auctions: Announced ₹240 billion T-Bill auction scheduled for July 29 (91-day: ₹90B, 182-day: ₹80B, 364-day: ₹70B).
State Borrowings: 7 states to raise ₹181 billion via SDLs on July 28.
Liquidity Operations: 3-day VRR auction of ₹750 billion scheduled for July 27, 2026.
Government Borrowing Position: Central government reported zero outstanding loans with RBI as of July 17.
Co-operative Banks: Regulatory directions extended for Irinjalakuda Town Co-operative Bank (Kerala) and Sonpeth Nagari Sahakari Bank (Maharashtra).
Union Budget Statement: Finance Minister stated budget includes sufficient buffers to absorb inflationary risks.
International Developments:
UAE–Canada: Announcement regarding energy sector cooperation expected soon.
UK Takeover Panel (Capricorn Energy): Directed potential bidders to announce firm intentions by August 11, 2026.
US Treasuries: Short-term US yields set for highest weekly increase since May.
European Agriculture: Wheat prices declined amid reports of proposed safeguard measures on Ukrainian shipments.
7. Primary Market Activity (IPOs)
Ongoing IPOs
Closing Today (July 27):
Lohia Corp Ltd
Xtranet Technologies Ltd
INDO-MIM Ltd
Closing Tomorrow (July 28):
Silverstorm Parks And Resorts Ltd (BSE SME)
Closing July 29:
Propshop Events and Exhibitions Ltd
Upcoming IPOs
July 28 – July 30: Pooja Precision Engg Ltd
IPO Listings
Gulf Lloyds (BSE SME)
8. Bulk & Block Deals
Shadowfax Technologies: Eight Roads Investments Mauritius II & Flipkart Internet sold a combined 13.8% stake (~₹1,654.16 crore) at ₹204.5–204.9 per share.
Sudeep Pharma: SBI Mutual Fund bought 20 lakh shares (1.77%) from Nuvama funds for ₹160 crore at ₹800 per share.
Caliber Mining and Logistics: Carnelian Asset Management acquired a 3.05% stake (₹98.97 crore); Goldman Sachs Bank Europe SE ODI bought a 0.51% stake (₹16.65 crore).
Gandhar Oil Refinery India: Societe Generale acquired an additional 8.53 lakh shares (0.87% stake) for ₹24.65 crore at ₹288.97 per share.
9. Key Corporate Action Dates (July 27, 2026)
Ex-Dividend Today
Amara Raja Energy & Mobility Ltd
Birla Cable Ltd
Crisil Ltd
Deepak Nitrite Ltd
DLF Ltd
Everest Industries Ltd
KCP Ltd
Persistent Systems Ltd
Tata Capital Ltd
Universal Cables Ltd
Vindhya Telelinks Ltd
Wipro Ltd
Ex-Interest Payment Today
603GS2029(Government Security)668GS2033(Government Security)
F&O Ban List Today
NIL
Sources: WOWNEWS24X7, Moneycontrol, Investing.com
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