FOMO To FMA - Global Futures Shine, Indian Indices Whine: Investors Pick Favorites Amid Q1 Frenzy

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Global Market Futures (as of July 18, 2025, 06:55 PM IST)
US Market (Futures)
Nasdaq: +0.08%
Dow Jones: +0.21%
S&P 500: +0.16%
European (Futures)
Ftse 100: +0.10%
Cac 40: +1.54%
Dax : +0.25%
Asian
Nikkei 225: -0.09%
ASX 200: +0.85%
KOSPI: -0.29%
Taiwan weighted: +1.11%
Asian Futures
Gift Nifty = 25203 (+0.22%)

FII and DII Trading Activity July 17, 2025 in Cash market:
FIIs: Net Sell of ₹3,694.31 crore
DIIs: Net Buy of ₹2,820.77 crore

Key Quarterly Results to be announced today for Q1 FY26:
Reliance Industries, JSW Steel, Bandhan Bank, Aarti Drugs, Atul, Hindustan Zinc, IndiaMART InterMESH, Indian Overseas Bank, L&T Finance, Mahindra EPC Irrigation, Mastek, Mangalore Refinery and Petrochemicals, and Indosolar will release their quarterly earnings on July 18.

Results on July 19:
HDFC Bank, ICICI Bank, Union Bank of India, RBL Bank, Yes Bank, AU Small Finance Bank, Can Fin Homes, Central Bank of India, EPACK Durable, India Cements, JK Cement, Punjab & Sind Bank, Rossari Biotech, Reliance Power, and Seshasayee Paper and Boards will announce their quarterly results on July 19.

Key Corporate Updates

Positive
Wipro: Q1 net profit of ₹33.3 billion, beating estimates. Declares ₹5 per share dividend. Books $4.97 billion in Q1 orders; however, guides for a revenue dip in Q2 FY26.
WeWork India: Begins ₹3,500 crore IPO marketing ahead of August launch.
ChrysCapital & Theobroma: Acquires 90% stake, valuing the bakery chain at ₹2,410 crore.
360 ONE WAM: Solid Q1 performance: ₹2.85 billion profit.
Saregama: NAV Records Haryanvi music alliance strengthens regional content portfolio.
Paytm: Cloud arm enters Saudi Arabia, boosting global fintech reach.
EMS Ltd: Secures ₹194.6 million project in municipal infrastructure.
Inox Wind: Approves ₹12.5 billion rights issue to accelerate clean energy growth.
Lupin: Earns GMP nod for Dabhasa from Australia’s TGA, improving global compliance.
RRP Defense: Secures French LoI for drone command systems under ‘Make in India’ initiative.
Tata Communications: Q1 profit at ₹1.9 billion, eyes strategic expansion with Infini acquisition and NCD issue.
Sun Pharma: Expands in China with new Shanghai-based subsidiary.
Glenmark Pharmaceuticals: $1.9 billion licensing deal with AbbVie makes balance sheet net cash positive.
Jio Financial: Q1 profit of ₹3.25 billion, signals steady growth.
Indian Hotels: Strong Q1: ₹2.96 billion profit, revenue at ₹20.41 billion.
Mahindra Group: Supports logistics arm with ₹7.49 billion rights issue at ₹277/share.
Afcons Infrastructure: Wins €455 million Croatian road project contract.
Ind-Swift Limited: NCLT approves merger to create a major pharma innovation platform.
Tracxn Technologies: Buyback price increased, but number of shares trimmed.
Veranda Learning: QIP launch; sets floor price to accelerate growth plans.
EQT / IndoStar Niwas: Affordable housing push via buyout.
Saregama: Regional music strategy enhanced with NAV Records partnership.

Negative
Axis Bank: Q1 profit misses estimates, despite strong revenue. Also flags rising slippages in unsecured loans.
Alok Industries: Wider Q1 loss, despite ₹9.32 billion in revenue.
CEAT: Profit dips, but maintains leadership continuity and expansion.
Shoppers Stop: Narrows Q1 loss but remains in the red.
Escorts Kubota: Under tax scrutiny regarding ₹74.8 million refund claim.
Stanley Lifestyles: CFO checkout triggers leadership operation uncertainty.
Clean Science: Promoters considering minority stake sale to meet public float norms.

Neutral
LTIMindtree: Beats profit estimates in Q1 but revenue marginally misses street view.
Brand Concepts: Launches Ujjain plant, enhancing premium luggage capacity.
Elpro International: Acquires ₹91.5 million stake in Arvind Fashions, strategic diversification.
Gujarat Terce: Strategic exit from Gandhinagar facility under portfolio realignment.
Vadilal Dairy: CFO Sonali Parab steps down.
Bijoy Hans Ltd: Receives SEBI compliance warning over late filings.
Sanghi / Ambuja: NSE approval advances cement industry consolidation.
Magellanic Cloud (Provigil Surveillance): AI-driven solutions deployed at toll plazas and schools.
Sunteck Realty: Posts Q1 profit of ₹334.3 million on ₹1.88 billion revenue.
CEAT:Profit declines, but expansion plans continue.
Hindustan Unilever: Entered Premium Detergent segment, with launch of new premium liquid detergent variant of Surf Excel.

Non-Corporate & Foreign Stock News
1) Deutsche Bank Reinstates coverage on WNS with mixed outlook and $77 target.
2) India rebukes NATO’s oil sanctions threat: Reaffirms market-driven energy policy.
3) US Solar manufacturers: Lobby for higher tariffs on Indian and Southeast Asian panels.

Bulk Deals
Capital Small Finance Bank: Tikri Partners LLP, owned by Prashant Jain and his wife Seema Jain, bought 10 lakh shares (2.21% stake) at Rs 280 per share.
Stocks Trading Ex-Dividend on July 18, 2025
Aegis Logistics Ltd, Afcons Infrastructure Ltd, ASK Automotive Ltd, AstraZeneca Pharma India Ltd, Bajaj Electricals Ltd, Bharti Airtel Ltd, Blue Star Ltd, Birlasoft Ltd, Citadel Realty and Developers Ltd, Cummins India Ltd, Dabur India Ltd, Dhanuka Agritech Ltd, Dollar Industries Ltd, Elgi Equipment Ltd, Exide Industries Ltd, GIC Housing Finance Ltd, Goodyear India Ltd, GRP Ltd, Happiest Minds Ltd, HCL Technologies Ltd, Hitech Corporation Ltd, India Motor Parts & Accessories Ltd, Indian Hume Pipe Company Ltd, Intellect Design Arena Ltd, Jubilant Foodworks Ltd, Kotak Mahindra Bank Ltd, Laxmi Organic Industries Ltd, Magadh Sugar & Energy Ltd, Mahindra Lifespaces Developers Ltd, MRF Limited, CE Info Systems Ltd, Mangalam Global Enterprise Ltd, Neuland Laboratories Ltd, Newgen Software Technologies Ltd, Orient Electric Ltd, Pix Transmission Ltd, PlatinumOne Business Services Ltd, Prudent Corporate Advisory Services Ltd, Punjab Chemical and Crop Protection Ltd, Safari Industries India Ltd, Sasken Technologies Ltd, Shanthi Gears Ltd, Sundaram Brake Linings Ltd, Select Energy Systems Ltd, Symphony Ltd, TTK Healthcare Ltd, Walchand Peoplefirst Ltd, Welspun Corp Ltd, Xpro India Ltd,
Stocks Trading Ex-Bonus on July 18, 2025
Bright Outdoor Media Ltd (1:2), IFGL Refractories Ltd (1:1), Samvardhana Motherson International Ltd (1:2), Motherson Sumit Wiring Ltd (1:2)
Stocks Trading Ex-Rights on July 18, 2025
Valiant Laboratories Ltd, Zodiac Ventures Ltd
Stocks Trading Ex-Buy Back on July 18, 2025
Tracxn Technologies Ltd
Stocks Trading Ex-Spin-Off on July 18, 2025
Valor Estate Ltd.
Stocks Trading Ex-Split on July 18, 2025
Indo Thai Securities Ltd (From Rs.10 to Re.1)
Stocks Under F&O Ban on July 18, 2025
Angel One, Hindustan Copper, RBL Bank

Source: WOWNEWS24x7I