FOMO To FMA -Earnings Storm Meets Global Crosswinds as FIIs Flee ₹4,200 Cr — All Eyes on Market Movers Today!

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Global Market Futures (as of 06:40 AM IST)
US Market (Futures)
Nasdaq: +0.39%
Dow Jones: -0.23%
S&P 500: +0.15%
European (Futures)
Ftse 100: -0.07%
Cac 40: -0.06%
Dax : +1.33%
Asian
Nikkei: +1.67%
ASX 200: -0.02%
KOSPI: +0.95%
Taiwan weighted: +0.30%
Straits Times Index: +0.51%
Asian Futures:
Hang Seng: -0.16%
Gift Nifty = 25282.50 (-0.04%)

FII and DII Trading Activity July 23, 2025 in Cash market:
FIIs: Net Sell of ₹4,209.11 crore
DIIs: Net Buy of ₹4,358.52 crore

Key Quarterly Results to be announced today for Q1 FY26:
Bajaj Finance, Nestle India, SBI Life Insurance Company, Canara Bank, ACC, Aditya Birla Sun Life AMC, Adani Energy Solutions, APL Apollo Tubes, CG Power and Industrial Solutions, Coromandel International, Cyient, Hexaware Technologies, Indian Energy Exchange, Indian Bank, Motilal Oswal Financial Services, Mphasis, REC, Tanla Platforms, Trident, Ujjivan Small Finance Bank, and UTI Asset Management Company will announce their quarterly earnings on July 24.

Key Corporate & Economy Updates:

Positive

Tilaknagar: Becomes new owner of Imperial Blue brand after Pernod Ricard’s exit.
Reliance: Expands presence in the "blue economy" via stake in Nauyaan Shipyard from Welspun Corp.
Delhivery: Acquires full control over Ecom Express, consolidating its last-mile delivery power.
CMS Info Systems: Profitable Q1; acquires Securens to strengthen AI security portfolio.
RPP Infra: Secures major drainage contract for Thoothukudi West Zone.
Cigniti: Robust Q1, guidance bullish on AI-led growth.
Uno Minda: Raises ₹100Cr via commercial paper to fuel future activities.
Force Motors: Reports 22% YoY revenue jump.
GB Logistics: Wins ₹107Cr coal transport deal from SECL.
Filatex India: Reappoints MD Madhusudan Bhageria for sustained leadership.
IndiQube: Gets strong investor response (56% retail subscription) for IPO Day 1.
Bikaji: Reports Rs599M profit, Nepal JV expands footprint.
SBI: Announces major capital infusion to pursue global elite status; new Deputy MD appointments.
Bajaj Housing Finance: Q1 profit at ₹5.83B, driven by strong home loan demand.
Angel One: Announces Rs1.04B JV to enter life insurance.
Infosys: Beats Q1 estimates; holds steady on FY26 guidance.
RAMA Phosphates: Rs1.9B in Q1 revenue despite market headwinds.
Tanla: Launches new AI platform to cut messaging spam and costs.
Natco: Strategic acquisition boosts South African pharma presence.
Cryogenic: Signs Rs13.2M engineering deal with ABB India.
Pondy Oxides: Global demand lifts Q1 performance.
Vaghani: 4 MW solar deal inked with UGVCL.
BEML: Bags Rs2.94B defense deal, advances local manufacturing.
Pasupati: Wins ethanol contract to boost FY25 revenues.

Negative

Borosil Renewables: Weak Q1 earnings offset by future capital plans.
Westlife: Profit drops in Q1, hit by competitive pressures.
Dr. Reddy’s: Misses profit estimates as patent issues weigh on Lenalidomide.
Inox Wind: Rights issue likely to dilute shareholder value.

Neutral

Pernod Ricard: Exits Imperial Blue for ₹4,150Cr; pivots strategic focus.
Welspun: Divests Nauyaan Shipyard stake, realigns portfolio.
Veranda: Spins off commerce unit, turns debt-free and investor-ready.
OFSS: Records Q1 profit on services growth; outlook cautiously optimistic.
NHC Foods: Strategic partnership and board changes underway.
Anlon: Enhances board governance; trust and transparency highlighted.
ARIS International: Seeks capital infusion for future growth.
IndusInd Bank: Board-level churn; plans capital raise.
Monarch Networth: Receives SEBI approval for mutual fund foray.
Emami Paper: Arbitration temporarily stayed by court.
Sky Gold: Ambitious plan to double jewellery volumes by FY27.
Religare Finvest: RBI CAP exit marks turnaround.
Kolte-Patil: Considers issuing debt securities for next realty phase.
Khaitan Chemicals: Invests in KRSKA Solar, committing to green energy.
Satin Creditcare: Launches alternative lending arm to expand financial inclusion.
Vanta: Raises $150M in security automation capital.
Tata Consumer: Salt sales steady, broader margin pressure weighs on Q1.
Veerhealth: Receives regulatory greenlight, wins new personal care business.
Bizotic: Evaluates funding options for growth.
Sunteck Realty: JV to develop Mumbai project worth ₹3,000Cr.
Birlasoft: Appoints new CFO to reshape financial strategy.
ITCONS E-Solutions: Bags Rs. 3.5M defense contract
Adani: Pauses new consumer platform rollout.
Allcargo: July logistics data signals inflection in trade.
RITES–CMPDI: Pact signed for sustainable mining planning.
Tata Capital: Ambitious $20B IPO being considered.
Share India: Sets Rs. 49.99 Crore target to drive MSME lending.
Thyrocare: New CFO Vikram Gupta appointed.
ITD Cementation: Begins arbitration against DMRC.
MRPL, Ola Electric: Lead midcap index volatility with sharp swings.

Non-Corporate News
1) 5 PSU stocks identified as technical rally candidates; some may see up to 25% upside.
2) No market holidays scheduled; trading continues as normal in July 2025.

Bulk Deals

Lodha Developers
Invesco Developing Markets Fund sold a 0.95% stake at Rs 1,384.93 per share, valued at Rs 1,319.2 crore.
Oberoi Realty
Invesco Developing Markets Fund sold a 2.95% stake at Rs 1,754.26 per share, amounting to Rs 1,883.2 crore. However, SBI Mutual Fund bought a 1.1% stake at Rs 1,754.10 per share, valued at Rs 718.2 crore.
SpiceJet
Plutus Wealth Management LLP bought an additional 1.73% stake at Rs 38.12 per share, valued at Rs 93.39 crore. However, Discovery Global Opportunity Mauritius exited by selling its entire 2.2% stake at Rs 38.14 per share, amounting to Rs 118.8 crore.

On-going IPO:
- Monarch Surveyors and Engineering Consultants Ltd (BSE SME) (Last day to Subscribe: 24-Jul-2025)
- Indiqube Spaces Ltd.
- GNG Electronics Ltd
- TSC India Ltd (NSE SME)
IPO Subscription to starting on July 24, 2025:
Brigade Hotel Ventures Ltd
Stocks Trading Ex-Dividend on July 24, 2025
20 Microns Ltd, Birlanu Ltd, Bliss GVS Pharma Ltd, Cholamandalam Investment and Finance Company Ltd, Consolidated Finvest & Holdings Ltd, Crompton Greaves Consumer Electricals Ltd, Fiem Industries Ltd, Hatsun Agro Product Ltd, Hero Motocorp Ltd, IVP Ltd, Paushak Ltd, Privi Speciality Chemicals Ltd, Radico Khaitan Ltd, Sanco Trans Ltd, TCPL Packaging Ltd, UTI Asset Management Company Ltd
Stocks Trading Ex-Rights on July 24, 2025
Spandana Sphoorty Financial Ltd
Income Distribution (InvIT)
IRB InvIT Fund
Stocks Under F&O Ban on July 24, 2025
Bandhan Bank, Indian Energy Exchange (IEX), RBL Bank

Source: WOWNEWS24X7