FOMO TO FMA - Markets Surge Globally; Q1 Titans, DIIs Steady India’s Fort

Global Market Futures (as of 06:45 AM IST)

US Market (Futures)

Nasdaq: +0.06%

Dow Jones: +0.18%

S&P 500: +0.15%

European (Futures)

Ftse 100: +0.22%

Cac 40: +0.39%

Dax : +0.51%

Asian

Nikkei: +2.44%

ASX 200: +0.37%

KOSPI: +0.04%

Taiwan weighted: +1.14%

Straits Time Index: +0.04%

Asian Futures:

Hang Seng: +0.28%

Gift Nifty = 25167 (+0.11%)

FII and DII Trading Activity July 22, 2025 in Cash market:

FIIs: Net Sell of ₹3,548.92 crore
DIIs: Net Buy of ₹5,239.77 crore

Key Quarterly Results to be announced today for Q1 FY26:

Infosys, Dr Reddy's Laboratories, Tata Consumer Products, Coforge, Aditya Birla Real Estate, Bajaj Housing Finance, Bikaji Foods International, CMS Info Systems, DAM Capital Advisors, Force Motors, Mahindra Holidays & Resorts India, Persistent Systems, SRF, Syngene International, Thyrocare Technologies, and Tata Teleservices will release their quarterly earnings scorecard on July 23.

Key Corporate & Economy Updates:

Positive Developments

Dr Reddy’s: Facility inspection closed, operations cleared for confidence restoration.
Panache Digilife: Secured ₹118.40M tech order for public sector deployment.
Ganesh Infraworld: Bags ₹2.04B major infrastructure contract.
IRFC: Q1 revenue ₹69.15B, profit ₹17.46B—signals rail-finance resurgence.
IndiQube Spaces: Gets ₹314Cr anchor investment pre-IPO, confirming strong backing.
Dalmia Bharat: Commits ₹3,287Cr to capacity expansion in Andhra Pradesh.
Eco Hotels: Allocates 1M sweat equity shares to Chairman for strategic leadership.
Nisus Finance: Infuses ₹1.15B into Kumar Vibe Properties, supporting Pune market.
Tata Steel: Ba2 grade reaffirmed, stable outlook by Moody's Ratings.
Aster DM Healthcare: Launches new subsidiary in Bengaluru for expansion.
United Breweries: Q1 FY26 profit of ₹1.84B—sustains growth despite headwinds.
Alpex Solar: Secures ₹2.3B SECI order for advanced PV modules.
Man Infraconstruction: Converts 29.66L warrants to equity, capital base up ₹34.48Cr.
Kirloskar Ferrous: Emerges as preferred bidder for iron ore mine—resource security.
Rail Vikas Nigam: Signs MoU for Oman market entry, targets infrastructure advisory.
Dixon Technologies: Reports knockout Q1 net of ₹2.25B.
Exide: Doubles down on lithium—₹3,152Cr investment with EESL.
KEI Industries: Q1 profit surges amid strong wire demand.
CreditAccess Grameen: Q1 revenue ₹14.63B, 2L borrowers, 12.8% NIM.
DP World: Named one of India’s elite 100 workplaces.
Paytm: Eyes profit boost in FY26, financial services driving strategy.
Zensar: Q1 revenue ₹13.85B, resilient performance.
Jana Small Finance Bank: Q1 profit ₹1.02B despite higher provisions.
Eraaya/Ebix: Ebix wins tech contract with MSRTC.
Nimbus: Gets UP-RERA nod to revive Sunworld Arista with ₹1,000Cr investment.
Eternal surpasses Nifty50 giants with ₹3T valuation.

Negative/Challenging

Tilaknagar: Refutes acquisition/M&A speculation—no merger.
McLeod Russel: Denies Phoenix acquisition rumors.
Bain Capital/360 ONE WAM: Bain offloads ₹1,741Cr stake; 360 ONE WAM stock hit.
7NR Retail: Scraps ₹28Cr rights issue—low subscription.
BGR Energy: ₹2,600Cr Tamil Nadu power project canceled—major setback.
Muthoot Finance: Faces ₹5.4M tax demand despite strong Q1 and global push.
Siemens Energy India: Russian court invalidates supply contract—legal setback.
Excise Levy/Dwarikesh Sugar: Hit by ₹94.7M demand over spirit fees.
Welspun: Strong sales but weak profit margins, strategic review underway.

Neutral/Strategic

HKMA/IOBHK: Indian Overseas Bank says flagged issues by HKMA are immaterial.
HFCL: Board to weigh fundraising on July 25.
AB Cotspin: Unveils ₹15B expansion plan—spindles, scale, and manufacturing up.
Adroit Infotech: Shuts US subsidiary; focuses global ops on SAP services.
Arunis Abode: Will weigh rights issue proposal July 25 for expansion funds.
Arihant Capital & Regency Fincorp: Both considering equity and debenture fundraise strategies.
Infosys-AGCO: Powers AGCO’s digital core—AI & automation transformation.
One97: Clears path for Noida tech hub with EPC infra contract.
DCW: ₹140Cr investment in CPVC ramp-up.
Power & Instrumentation: Udaipur terminal project value now ₹58Cr.
Manaksia: Q1 revenue ₹2.5B, profit ₹140M; announces snack merger.
Huhtamaki India: Q1 net gain at ₹249M.
Hyundai: Receives ₹5.18B tax order; states operations unaffected.
JSW Infra: Targets ₹80B revenue, 25% margin via logistics expansion.
Goodluck India: Eyes ₹4,500Cr in FY26, focusing on defence and tubes.
ONCG: Clears ₹50.82B Mozambique JV true-up; highlights related-party deals.
Padmanabh Industries: MD and CFO exit; strategic leadership shift.
Jindal Hotels: Piyush D. Shah appointed to lead growth until 2028.
Cholamandalam: Eyes NCD route for lending growth.

Non-Corporate & Foreign Stock News

1) Retail investors dominate mutual fund AUM.

2) GST exemption proposed for insurance, may cut premiums for millions.

3) Shajaeatan’s ₹3,050Cr agri investment boosts India’s agri pulse sector.

4) Coca-Cola beats Wall Street again thanks to soda sales.

5) MakeMyTrip: Logs $2.6B in bookings, continues travel surge.

Bulk Deals

360 ONE WAM

BC Asia Investments X sold 75 lakh shares at Rs 1,161.42 per share, and another 75 lakh shares at Rs 1,160.1 per share, which is a 3.71% stake, amounting to Rs 1,741.14 crore.

Polyplex Corporation

First Water Fund has bought additional 0.6% stake at Rs 1,125 per share from Haresh Tikamdas Kaswani.

New Listings (Mainboard/SME/NSE/BSE)

Chembond Chemicals Ltd. (Mainboard)

Monika Alkobev (NSE SME)

On-going IPO:

Savy Infra and Logistics Ltd (Last day to Subscribe: 23-Jul-2025)

IPO Subscription to starting on July 23, 2025:

GNG Electronics Ltd, Indiqube Space Ltd, TSC India Ltd

Stocks Trading Ex-Dividend on July 23, 2025

Aditya Birla Sunlife AMC Ltd, Advanced Enzymes Technologies Ltd, Banswara Syntex Ltd, Bhatia Communications & Retail (India) Ltd, D.B. Corp Ltd, EL CID Investments Ltd, Greaves Cotton Ltd, Heritage Foods Ltd, K.P.R. Mill Ltd, Metal Coatings India Ltd, Nesco Ltd, Novartis India Ltd, Pidilite Industries Ltd, Precision Camshafts Ltd, Route Mobile Ltd, Sonata Software Ltd

Stocks Trading Ex-Rights on July 23, 2025

Mahindra Logistics Ltd,

Stocks Trading Ex-Buy Back on July 23, 2025

Tanla Platforms Ltd

Stocks Under F&O Ban on July 22, 2025

Bandhan Bank, RBL Bank

Source: WOWNEWS24X7