FOMO To FMA -Positive Traction: DIIs Drive Sentiment, FIIs Ease Out, Earnings Surge, IPOs Gain Steam

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Global Market Futures (as of 06:30 AM IST)
US Market (Futures)
Nasdaq: +0.17%
Dow Jones: +0.08%
S&P 500: +0.14%
European (Futures)
Ftse 100: +0.11%
Cac 40: +0.09%
Dax : +0.12%
Asian
Nikkei: -0.20%
ASX 200: +0.17%
KOSPI: +0.57%
Taiwan weighted: +0.75%
Gift Nifty = 24818.50 (-0.01%)

FII and DII Trading Activity July 29, 2025 in Cash market:
FIIs: Net Sell of ₹4,636.60 crore
DIIs: Net Buy of ₹6,146.82 crore

Key Quarterly Results to be announced today for Q1 FY26:
Tata Steel, Power Grid Corporation of India, Punjab National Bank, Hyundai Motor India, InterGlobe Aviation, Indus Towers, Aster DM Healthcare, Computer Age Management Services, CESC, Greaves Cotton, HEG, Indraprastha Gas, IIFL Finance, JB Chemicals & Pharmaceuticals, KPIT Technologies, Navin Fluorine International, and Zydus Wellness will announce quarterly earnings on July 30.

Key Corporate & Economy Updates:

POSITIVE

Happiest Minds: Strong Q1, AI-led business momentum
Zydus Lifesciences: Acquires Amplitude Surgical (€256.8M) for MedTech expansion
Zaggle: Acquires Rivpe Technology (₹220M), boosting SaaS capabilities
CAMS: Expands KYC footprint via CAMSKRA acquisition (₹70M)
Hamps Bio: Proposes bonus share issue
Electrotherm India: Delivers strong Q1, stable leadership
Lloyds Engineering Works: Q1 profit surges
Dilip Buildcon: Strong Q1, raises ₹20B debt for aggressive growth
Jagran: Q1 profit at ₹672cr, above street estimates
Allied Blenders & Distillers: Q1 net profit jumps 5x, led by premium brands
Bliss GVS: Healthy Q1 earnings
Tilaknagar Industries: Raises ₹23B for further expansion
ASK Automotive: Q1 results signal higher profitability
L&T: Robust Q1 results and strong pipeline for FY26
Piramal: Initiates ₹10B debenture program for growth
Greenply Industries: Drives strong Q1 amidst sector headwinds
Welspun Corp: Q1 profit ₹3.5B on ₹35.51B revenue
SJS Enterprises: Q1 net up 60.9% YoY
HeidelbergCement India: Strong Q1, MD reappointed for three years
Gallantt: Q1 profit beats expectations

NEGATIVE

IRCTC: Faces ₹67.9M tax demand despite operational growth
CAMS: Regulatory challenges in expanding KYC
Star Health: Q1 premium gains but profit drops
Blue Dart: Q1 shows revenue rise, but profit slips on cost pressures
Triveni Engineering: Q1 profit collapses due to sugar and ethanol woes
Zee Media Corp: Revenue rises but net losses persist

NEUTRAL

Nayara Energy: Shipowners press for vessel release amid sanctions
Kanoria Chemicals: Full exit from APAG Holding AG signals strategic refocus
Leadership Moves: Quadrant Future Tek, John Cockerill India, Le Lavoir, SEL Manufacturing see key leadership changes
Other Investors/Stake Moves: MUFG exits 2.02% stake in Colgate-Palmolive, Saraswati Commercial invests ₹26.74cr warrants in Tilaknagar Industries
Strategic Initiatives: Time Technoplast and Hamps Bio both propose bonus issues; L&T pursues asset monetization; KP Group and Constronics Infra refocus on core/green energy segments
Merger Activity: Asian Paints board approves subsidiary merger
Legal/Regulatory: NSE files settlement to resolve co-location and dark fibre cases

Other Key News
1) EU sanctions disrupt Indian shipping: Nayara Energy faces industry pressure to free vessels.
2) South Africa maintains tough US trade stance amid global uncertainty.
3) Human Readiness sector: Ethos inks strategic partnership with defense leaders.
4) Retail trading timeframe: SEBI extends deadline by 60 days, raising regulatory cost questions.
5) NSE files ₹1,388cr settlement to resolve major regulatory cases.

Bulk Deals:
Jayaswal Neco Industries
Negen Capital Services acquired 61.59 lakh shares at Rs 47.88 per share.

Ken Enterprises
Nexus Global Opportunities Fund bought 1.34 lakh shares at Rs 61.58 per share.

Mainboard Listing on July 30
Indiqube Spaces GNG Electronics
SME Listing on July 30
TSC India

On-going IPO:
Last Date to subscribe: July 30, 2025
- Repono Ltd (SME)
Last Date to subscribe: July 31, 2025
- Aditya Infotech Ltd (CPPLUS)
- Laxmi India Finance Ltd
- Kaytex Fabrics Ltd

IPO Subscription starting on July 30, 2025:
- Sri Lotus Developers and Realty Ltd
- M&B Engineering Ltd
- National Securities Depository Ltd (NSDL)
- B D Industries Ltd (SME)
- Takyon Networks Ltd (SME)
- Mehul Colours Ltd (SME)

Stocks Trading Ex-Dividend on July 30, 2025
Aurionpro Solutions Ltd, BASF Ltd, Cravatex Ltd, EIH Ltd, Hawkins Cookers Ltd, JB Chemicals & Pharmaceuticals Ltd, MM Forgings Ltd, NOCIL Ltd, Pecos Hotels and Pubs Ltd, Permanent Magnets Ltd, Sinclairs Hotels Ltd, TD Power Systems Ltd, VRL Logistics Ltd
Stocks Trading Ex-Income Distribution (InVIT), on July 30, 2025
IRB Infrastructure Trust, Sustainable Energy Infra Trust
Stocks Under F&O Ban on July 30, 2025
RBL Bank

Source: WOWNEWS24X7