India Bucks Global Gloom: Blockbuster Deals, Green Energy Push & DII Surge Fuel Market Mojo

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Gift Nifty = 24671.00 (-326.50)

FII and DII Trading Activity June 12, 2025 in Cash market:
FIIs: Net Sell of ₹3,831.42 crore
DIIs: Net Buy of ₹9,393.85 crore

Key Corporate Developments and Updates:

Sasken Tech: Partnered with Microsoft to leverage Borqs acquisition and support advanced engineering for OEMs in smart and IoT devices, strengthening its innovation edge globally. [Positive]

NBCC: Received work orders in four states totaling Rs 518.5 crore, boosting its order book. [Positive]

Torrent Power: Torrent Green Energy (subsidiary) secured letters of award worth Rs 2,650 crore for 300 MW wind projects. [Positive]

DCM Shriram: Approved acquisition of Hindusthan Speciality Chemicals for Rs 375 crore, expanding specialty chemicals footprint. [Positive]

ICRA: Approved 100% acquisition of Fintellix India for $26 million, enhancing analytics capabilities. [Positive]

CSB Bank: Received RBI approval for reappointment of MD & CEO, ensuring leadership continuity. [Positive]

Dixon Tech: Entered 50:50 JV with Signify to expand in lighting OEM business. [Positive]

Capri Global: Successfully closed QIP and raised Rs 2,000 crore from Qualified Institutional Buyers at Rs 146.5/share. [Positive]

Crompton Greaves: Received Rs 101 crore solar project order from Maharashtra Energy Body, boosting green energy credentials. [Positive]

NTPC: Commissioned Unit-3 of Barh Super Thermal Power Project (660 MW), increasing total capacity to 82,028 MW. [Positive]

SEPC: Won Rs 650 crore solar EPC project (133 MW) under PM-KUSUM scheme from Parmeshi Urja Ltd; execution timeline 12–18 months. [Positive]

Talbros Automotive: Along with JVs, won Rs 580 crore multi-year orders across EV, export, and domestic segments. [Positive]

Reliance Industries / Asian Paints: RIL sold 3.64% stake in Asian Paints for Rs 7,703 crore. While it's a portfolio adjustment for RIL, it reflects an exit from a strong consumer stock and could be interpreted negatively for Asian Paints due to promoter-level offloading. [Negative]

Jubilant Pharmova: Approved transfer of its API business (Rs 609 crore turnover) to a subsidiary; likely an internal restructuring move. [Neutral]

Canara Bank: Approved Rs 9,500 crore capital raising plan for FY26 via debt instruments — a planned financial strategy. [Neutral]

HCLTech: Entered collaboration with Volvo Cars for engineering transformation — strategic but lacking quantified impact yet. [Neutral]

ONGC: Gas gush observed at Rudrasagar field well; no fire or injury and situation under control. Operational incident, not affecting performance. [Neutral]

NMDC: Steel Ministry appointed Ashish Chatterjee as Government Director on the board — routine board-level change. [Neutral]

Schneider Electric: Received rectified tax order with limited financial impact (Rs 3.05 crore); issue resolved. [Neutral]

Block Deals:
Asian Paints Ltd
- Buyer: SBI Mutual Fund
- Seller: Siddhant Commercials Pvt Ltd
- Details: 35 lakh shares bought at ₹2,201 per share.
Bajaj Finance Ltd
- Buyer & Seller: New Horizon Opportunities Master Fund
- Details: 1.75 lakh shares bought and sold at ₹9,519 per share.
Eternal Ltd (Zomato)
- Buyer: Société Générale
- Seller: Marshall Wace Investment Strategies – Eureka Fund
- Details: 60.94 lakh shares bought at ₹257.07 per share.
Schaeffler India Ltd
- Buyer: Société Générale
- Seller: Marshall Wace Investment Strategies – Eureka Fund
- Details: 79,559 shares (0.05%) bought at ₹4,188.40 per share.

Bulk Deals

Shankara Building Products Ltd
- Buyer: WTCNAM Common Trust Funds Trust Emerging Markets Opportunities Portfolio
- Details: Bought 1.36 lakh shares (0.56%) at ₹1,021.68 and 2.12 lakh shares (0.88%).
Digitide Solutions Ltd
- Sellers: India Capital Management Ltd A/C India Capital Fund Ltd: 8.57 lakh shares at ₹222.46
- iShares Core MSCI Emerging Markets ETF: 9.23 lakh shares at ₹223.13
SEPC Ltd
- Seller: Promoter entity Mark AB Welfare Trust
- Details: 253.73 lakh shares sold at ₹1.55 per share.
Shree Ram Proteins Ltd
- Seller: Harbir Singh Chadha
- Details: 32.67 lakh shares (1.53%) sold at ₹0.59 per share.
Vilin Bio Med Ltd
- Seller: Kashinath Sahu
- Details: 0.72 lakh shares sold at ₹27.85 per share.
Modipon
- Seller: Life Insurance Corporation of India
- Details: 0.05 lakh shares sold at ₹57 per share.
Modis Navnirman
- Buyer: Aegis Investment Fund
- Details: 2 lakh shares (1.02%) bought at ₹271.99 per share.

Stocks Trade Ex-Dividend: 
ACC, Adani Enterprises, Adani Ports, Adani Total Gas, Ambuja Cement, Apcotex, Canara Bank, Dam Capital, Eimco Elecon, Indegene, JM Financial, Elecon Eng, Piramal Enterprises, Power Finance, SMC Global Securities.
Stocks in F&O Ban
CDSL, IEX, IREDA, RBLBANK , ABFRL, CHAMBLFERT, HINDCOPPER, TITAGARH

Source: NDTV Profit, Moneycontrol, NSE India, Investing.com