FOMO To FMA - Wall Street Warms, Asia Stutters, Europe Yawns — D-Street Eyes Big Earnings Curtain-Raiser

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Global Market Futures (as of 06:45 AM IST)
US Market (Futures)
Nasdaq: +0.22%
Dow Jones: +0.26%
S&P 500: +0.25%
European (Futures)
Ftse 100: +0.04%
Cac 40: +0.16%
Dax : -0.10%
Asian
Nikkei: -0.36%
ASX 200: -0.51%
KOSPI: +0.13%
Taiwan weighted: -0.02%
Asian Futures:
Hang Seng: +0.04%
Gift Nifty = 24978.50 (+0.04%)

FII and DII Trading Activity July 24, 2025 in Cash market:
FIIs: Net Sell of ₹2,133.69 crore
DIIs: Net Buy of ₹2,617.14 crore

Key Quarterly Results to be announced today for Q1 FY26:
Shriram Finance, Bajaj Finserv, Cipla, Bank of Baroda, Aadhar Housing Finance, ACME Solar Holdings, Gujarat Mineral Development Corporation, Laurus Labs, Paras Defence and Space Technologies, Petronet LNG, Poonawalla Fincorp, Steel Authority of India, SBI Cards and Payment Services, Sobha, and Tata Chemicals will release their quarterly earnings on July 25.

Results on July 26
Kotak Mahindra Bank, Lodha Developers, IDFC First Bank, Affle 3I, Balkrishna Industries, Premier Energies, SBFC Finance, and Whirlpool of India will announce their quarterly numbers on July 26.

Key Corporate & Economy Updates:

Positive:

Canara HSBC Life Insurance: Received IRDAI approval for IPO; market debut expected by October.
Arisinfra: Secured mega orders worth ₹750 Cr; forging alliance with House of W.
Saurashtra Cement: Balanced kiln maintenance with steady dispatches — operational resilience.
RailTel: Won 8.4 Gbps internet contract for Central Coalfields — expands digital portfolio.
Muthoot Capital: Raised ₹500 Mn from institutional investor; Crisil also maintains A1+ rating.
Sonata Software: Entered partnership with Wharton for agentic AI development.
Mankind Pharma: Launched new Sri Lanka subsidiary — strengthening international foray.
BEL: Won ₹5.63 Bn defence order — enhances FY25 pipeline.
Solar Surge – Captain Polyplast: Secured ₹560 Cr greenfield investment.
Shanti Gold: Achieved ₹108 Cr anchor book for upcoming IPO.
eMudhra: Q1FY26 earnings show strong growth; also acquired CRYPTAS to boost European digital trust expansion.
Torrent: In advanced talks to acquire L&T’s power unit for $1 Bn to broaden energy offerings.
Aether Industries: Reports Q1 profit of ₹47 Cr; revenue crosses ₹256 Cr.
Johnson Controls-Hitachi: Q1 profit ₹15.25 Cr; revenues ₹853 Cr.
REC: Q1 profit ₹4,466 Cr; revenues ₹14,700 Cr+.
Indian Energy Exchange: Q1 profit ₹121 Cr with strong momentum.
Suryoday Bank: Q1 steady earnings; some asset quality concerns flagged.
Crisil: Maintained A1+ rating on Muthoot Capital.
eClerx: Q1 profit surged ₹142 Cr.
PFC: Transferred 2 transmission arms to Power Grid & GR Infra for ₹124.6 Cr.
LIC: Declared dividend ₹7,324 Cr — payout to government imminent.
Enviro Infra Engineers: Won ₹221 Cr water infra orders — in line with multiple wins trend.
G R Infraprojects: Bagged Giridih bypass contract — orderbook stays healthy.

Negative:

Shemaroo: Q1 loss ₹45.8 Cr; leadership reshuffle underway amid turnaround drive.
WNS: Q1 revenue beat but missed estimates on profit.
Sun Pharma: Subsidiaries to pay $200 Mn in US antitrust settlement.
Phoenix Mills: Acquired CPP stake in JV; though Q1 profit ₹241 Cr, the deal may pressure liquidity.
Birla Cotsyn: Completed liquidation — creditors case closed, but assets winding up suggests sector stress.
Karur Vysya Bank: Announced 1:5 bonus post-strong Q1; bonus dilutive to existing shareholders.

Neutral:

Tata Steel/NINL: Full acquisition by Tata Steel; PSU consolidation redefines status quo.
HCLTech: C. Vijayakumar inducted for third CEO term — consistency over disruption.
POWERGRID: New power transmission milestones reached — incremental capacity rollout.
3M India: Settled ₹12.1 Cr in tax dispute — avoids future litigation.
GMR Airports: Planning ₹6,000 Cr bond issue to refinance expansion.
Phoenix Mills: Included above as neutral note due to JV strategy relevance.
Adani Enterprises: Rewired copper strategy with MetTube tie‑up — strategic pivot.
Optiemus Infracom: Invested ₹26.86 Cr into GDN — strengthening telecom manufacturing play.
GHV Infra Projects: Shares split 2-for-1 and 3:2 bonus announced — aimed at bolstering liquidity.
Aeroflex: Acquired fresh stake in M.R. Organisation — deepening compressor business.

Non-Corporate & International News:
1. Indonesia poised to hit 50 Mt palm oil output in 2025, but exports to trend lower due to domestic policy shifts.
2. UK’s growth outlook remains stable; Bank of England signals gradual rate cuts.
3. American Airlines warns of a steep Q3 loss due to weak demand and cost pressures.
4. PhysicsWallah secures SEBI nod for pre-filing, inching closer to IPO.

Bulk Deals
Indian Energy Exchange
Pictet - Indian Equities sold 60 lakh shares at Rs 131.5 per share.
Kajaria Ceramics
Long Term India Fund bought 12.5 lakh shares at Rs 1,180 per share.
Kilburn Engineering
SBI Funds Management bought 7.56 lakh shares at Rs 505 per share.

On-going IPO:
Brigade Hotel Ventures Limited
Last Date to subscribe Today
- Indiqube Spaces Ltd.
- GNG Electronics Ltd
- TSC India Ltd (NSE SME)
IPO Subscription starting Today:
- Shanti Gold International Ltd
- Sellowrap Industries Ltd (SME)
- Shree Refrigerations Ltd (SME)
- Patel Chem Specialities Ltd (SME)

Stocks Trading Ex-Dividend Today
3M India Ltd, Abbott India Ltd, Akzo Nobel India Ltd, Albert David Ltd, Arvind Ltd, Arvind SmartSpaces Ltd, Aspinwall and Company Limited, Associated Alcohols & Breweries Ltd, Bemco Hydraulics Ltd, Bhageria Industries Ltd, Bharti Hexacom Ltd, BN Rathi Securities Ltd, Bombay Cycle & Motor Agency Ltd, Capital Small Finance Bank Ltd, Central Bank of India, Centum Electronics Ltd, Divis Laboratories Ltd, Fine Organic Industries Ltd, Flex Foods Ltd, Fortis Healthcare Ltd, GMM Pfaudler Ltd, GOCL Corporation Ltd, HB Stockholdings Ltd, HDFC Bank Ltd, ICRA Ltd, Indian Metals & Ferro Alloys Ltd, Infobeans Technologies Ltd, Jubilant Ingrevia Ltd, Jubilant Pharmova Ltd, Julien Agro Infratech Ltd, KEC International Ltd, Kirloskar Brothers Ltd, Ksolves India Ltd, Life Insurance Corporation of India, Lupin Ltd, Mafatlal Industries Ltd, Mukand Ltd, Info Edge (India) Ltd, Nelcast Ltd, Nitta Gelatin India Ltd, Oberoi Realty Ltd, Orient Cement Ltd, Precision Wires India Ltd, Sealmatic India Ltd, Shriram Pistons & Rings Ltd, Steelcast Ltd, Sumitomo Chemical India Ltd, Thyrocare Technologies Ltd, Tube Investments of India Ltd, Timken India Ltd, Transworld Shipping Lines Ltd, UltraTech Cement Ltd, Union Bank of India, Zydus Lifesciences Ltd
Stocks Trading Ex-Bonus Today
Shine Fashions (India) Ltd (Ratio: 7:1)
Stocks Trading Ex-Split on Today
RIR Power Electronics (Stock Split from Rs 10/- to Rs. 2/-)
Kellton Tech Solutions Ltd
(Stock Split from Rs 5/- to Rs. 1/-)
Stocks Trading Ex-Rights Today
Jtekt India Ltd
Stocks under Trading Suspension or Resolution Impact (Ex-Date: Today)
Taaza International Ltd
Stocks Under F&O Ban on July 25, 2025
Indian Energy Exchange (IEX), RBL Bank

Source: WOWNEWS24X7