Global Market Futures (as of 06:15 AM IST)
US Market (Futures)
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Nasdaq: -0.12%
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Dow Jones: -0.04%
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S&P 500: -0.07%
European (Futures)
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Ftse 100: +0.65%
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Cac 40: +0.24%
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Dax : -0.04%
Asian (Futures)
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Nikkei 225: +0.48%
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KOSPI: -0.62%
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ASX 200: -0.33%
Gift Nifty: 26413.00 (+0.35%)
FII and DII Trading Activity January 5, 2026 in Cash market:
FIIs / FPIs: Net Sell of ₹36.25 crore
DIIs: Net Buy of ₹1,764.07 crore
Commodity Market Updates:
International commodity markets show precious metals gaining ground amid geopolitical tensions, while energy prices dip slightly. Gold trades at $4,448 per ounce, up 0.37% with a minor 0.8% daily decline from recent highs, bolstered by safe-haven demand. Silver holds at $75.95 per ounce, down 0.70% or 0.93%, yet supported by industrial uses.
Copper stands at $5.977 per pound, easing 0.12% or 0.22%, reflecting steady demand. WTI crude oil is at $58.13 per barrel, off 0.19% or 0.33%, and Brent at $61.61, down 0.24% or 0.91%, pressured by ample supply despite Venezuela concerns. Natural gas lingers at $3.49 per MMBtu, marginally lower by 0.08% or 0.27%. Overall, markets balance caution with resilience.
Results Today:
GM Breweries, and Croissance will announce their quarterly earnings today.
Quarterly Earnings:
KSH International Q2 (YoY)
Profit surges 129% to Rs 29.6 crore Vs Rs 12.9 crore
Revenue zooms 50.7% to Rs 712.1 crore Vs Rs 472.5 crore
Key Quarterly Business Updates:
Kotak Mahindra Bank Q3 (YoY)
Net advances rose 16% to ₹4.80 lakh crore, while average advances climbed 16.2% to ₹4.65 lakh crore. Total deposits surged 14.6% to ₹5.42 lakh crore, with average deposits up 14.7%. CASA deposits grew 11.9% to ₹2.24 lakh crore.
L&T Finance Q3 (YoY)
Retail disbursements jumped 49% to ₹22,690 crore, while the retail loan book grew 21% to ₹1.11 lakh crore. Overall retailisation marginally dipped to 97% from 98%.
IndusInd Bank Q3 (YoY)
Net advances declined 13.1% to ₹3.18 lakh crore, while deposits fell 3.8% to ₹3.94 lakh crore. CASA ratio weakened to 30.3% from 34.9%, reflecting reduced low-cost deposit share.
Axis Bank Q3 (YoY)
Gross advances increased 14.1% to ₹11.70 lakh crore, and total deposits rose 15% to ₹12.60 lakh crore, signaling strong credit and deposit momentum.
Utkarsh Small Finance Bank Q3 (YoY)
Gross loan portfolio slipped 3.9% to ₹18,306 crore, while total deposits grew 4.5% to ₹21,087 crore. CASA deposits jumped 16.1% to ₹4,611 crore, lifting CASA ratio to 21.9% from 19.7%.
Trent Q3 (YoY)
Standalone revenue surged 17% to ₹5,220 crore. The retailer expanded with 17 new Westside and 48 Zudio stores, taking the store count to 278 and 854 respectively by December 2025.
AWL Agri Business Q3 (YoY)
The company posted low single-digit volume growth led by food & FMCG, while edible oils and alternate channels (up 42%) outperformed. Industry essentials saw volume pressure; festive demand and rice volumes were subdued, though branded rice and HORECA wheat flour businesses posted strong double-digit growth.
MOIL Q3 (YoY)
MOIL achieved record manganese ore output of 4.77 lakh tonnes, up 3.7% YoY, marking its highest-ever quarterly production.
Dabur India Q3 (YoY)
Revenue grew in mid-single digits, with profit outpacing sales. India’s home & personal care segment rose double digits; international business neared double-digit growth. Food & FMCG saw healthy traction, while beverages were muted. Organised and e-commerce channels maintained robust double-digit momentum.
Key Monthly Updates:
Allcargo Terminals (December YoY)
Allcargo Terminals reported an 18% year-on-year rise in cargo volumes to 61,200 TEUs in December, compared to 51,700 TEUs last year, reflecting strong operational momentum and steady demand recovery in containerized logistics.
Indian Energy Exchange (December YoY)
IEX’s total traded electricity volume in December rose 2.8% YoY to 11.44 BU. The Day-Ahead Market fell 11.6% to 5,899 MU, while Real-Time Market volumes grew 20.5% to 3,833 MU, indicating a shift toward short-term power trading.
Adani Ports and Special Economic Zone (December YoY)
Adani Ports handled 41.9 MMT of cargo in December, up 9% YoY, supported by higher container movement. Logistics rail volume remained steady at 59,037 TEUs, signaling stable performance in the rail freight segment.
Key Corporate & Economy Updates:
Positive:
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LG Electronics India Ltd: Entered into an Advance Pricing Agreement with the CBDT, resulting in royalty payment contingency of ₹3.15 bn and contingent liabilities of ₹1.72 bn becoming nil; company will make a routine payment of ₹38.59 mn to LG Electronics Inc, materially improving tax certainty and balance sheet visibility.
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Highway Infrastructure Ltd: Received Letter of Award worth ₹320.1 mn for operations at Jawar Fee Plaza, strengthening its annuity-based revenue stream.
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NBCC: Secured new work orders aggregating ₹1.34 bn, providing revenue visibility and supporting order book growth.
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DCX Systems Ltd: Bagged purchase orders totaling ₹113.3 mn, supporting near-term revenue inflows in the defence electronics segment.
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Nava: Announced receipt of US$50 mn buyback proceeds from its wholly owned Singapore subsidiary, enhancing cash flows at the parent level.
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Satin Creditcare: Approved issuance of ₹1.0 bn NCDs with a greenshoe option of ₹0.5 bn, aimed at strengthening its funding profile.
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Inox Clean Energy Ltd: Acquired approximately 300 MWp operating renewable energy portfolio from Sunsource Energy, accelerating scale-up of clean energy assets.
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DDEV Plastiks Industries Ltd: Approved entry into Battery Energy Storage Systems (BESS) with plans to set up a 5 GWh manufacturing facility by FY27, involving capex of ₹1.5–2.0 bn, marking strategic diversification into energy storage.
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Aptech Ltd: Secured an order worth ₹42.2 mn, adding to order book strength.
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Patanjali Foods Ltd: Committed ₹350 mn investment in RishikRishi Farming through a rights issue, strengthening its agri-backward integration.
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Suraj Estate Developers Ltd: Reported bookings of ₹2.0 bn from its flagship commercial project, reflecting strong demand traction.
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Axita Cotton Ltd: Recommended issuance of bonus equity shares in the ratio of 1:10, enhancing shareholder value.
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Rajesh Power Services Ltd: Won 65 MW / 130 MWh BESS project in Gujarat, strengthening presence in energy storage infrastructure.
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Waaree Energies Ltd: Raised ₹10.03 bn for setting up a 20 GWh lithium-ion manufacturing facility, supporting long-term growth in EV and energy storage segments.
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Supreme Power Equipment Ltd: Secured an order worth ₹257 mn, supporting execution visibility.
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Sharika Enterprises Ltd: Received order for solar street lights worth ₹17.7 mn, reinforcing renewable-focused order inflows.
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Cryogenic OGS Ltd: Won an order valued at ₹14.8 mn, adding incremental revenues.
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Ultracab (India) Ltd / Jigar Cables Ltd: Entered into a brand usage agreement, enabling brand expansion and distribution synergies.
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Dabur: Management commentary highlighted early signs of demand recovery in Q3, supported by GST revisions, favourable macro conditions, rural demand outperforming urban, near double-digit international business growth, and guidance for mid-single digit revenue growth with profitability growing faster than revenues.
Negative:
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Tata Motors (JLR): Q3 FY26 wholesales 59,200 units, down 43.3% YoY; retail sales 79,600 units, down 25.1% YoY; volumes impacted by production stoppages following cyber incident and time required for global distribution.
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ONGC Ltd: Reports gas leak incident during workover operations at well Mori#5 on 5 Jan 2026; area cordoned, cooling operations , crisis management teams mobilised; no injury/loss of life reported.
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Brawn Biotech Ltd: CFO Pooja Pandey resigns.
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Prabha Energy Ltd: Managing Director Shail Manoj Savla resigns.
Neutral / Others
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ONGC Ltd: Entered the ethane shipping business through a joint venture with Mitsui O.S.K. Lines (Japan), diversifying logistics capabilities.
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Bartronics India Ltd: Board to consider equity acquisition in Shree Naga Narasimha as part of inorganic growth evaluation.
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Shine Fashions (India) Ltd: To evaluate potential strategic acquisition opportunities.
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UGRO Capital Ltd: To consider enhancement of commercial paper issuance limits and amalgamation of subsidiary Profectus Capital for operational efficiency.
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Mindspace Business Parks REIT: To consider fundraising via issuance of non-convertible debt securities.
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Raymond Lifestyle Ltd: Announced appointment of Prasad Ellatch Chathijar as Chief Financial Officer.
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SER Industries Ltd: CFO Sanjay Bihari Pal resigns effective 5 Jan 2026.
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Grand Foundry Ltd: Announced multiple leadership changes including appointment of Nitin Gupta as CFO, resignation of CFO Shivani Jain, resignation of CEO Ashish Kumar, and appointment of Gaurav Goyal as Executive & Managing Director.
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Kody Technolab Ltd: Appointed Akshay Shah as CFO effective 5 Jan 2026.
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Awfis Space Solutions Ltd: Appointed Sumit Rochlani as CFO; Ravi Dugar resigned from CFO position.
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Shraddha Prime Projects Ltd: To enter into a development agreement with Vedas Corporation.
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B.A.G. Films and Media Ltd: Board to consider fundraising options.
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Swiggy: Block deals saw Serum Institute of India sell 1.1 mn shares, while Cyrus Soli Poonawalla acquired an equivalent stake, resulting in no net change in promoter ecosystem exposure.
Non-Corporate, Unlisted & Foreign / Macro
1) Capricorn Energy (UK): Canaccord Genuity raised target price to 410p from 360p, reflecting improved outlook.
2) India (WOAH): Reported 11 outbreaks of H5N1 bird flu on farms in southern India, posing risks to poultry supply chains.
3) RBI / India CENBANK: RBI Governor met MDs and CEOs of select NBFCs and HFCs; Payments Regulatory Board held its first meeting; RBI signed agreement with GNCTD to manage banking operations and public debt; amendment directions issued on lending to related parties.
4) India Government Bonds: RBI announced bond sale of ₹290 bn on Jan 9, including ₹130 bn of 6.90% 2065 bonds and ₹160 bn of 6.68% 2040 bonds, to be conducted via multiple price auction.
5) Bond Market: India 10-year benchmark government bond yield closed at 6.6331%, higher than previous close of 6.6062%.
6) Oil Market (Reuters Poll): Brent crude expected to average $61.27/bbl in 2026 and WTI at $58.15/bbl, both revised marginally lower versus November estimates.
7) India Monetary Policy: Reports suggest India likely to retain its 4% inflation target framework for the central bank.
8) Germany-India Relations: German Chancellor Merz to visit India with an economic delegation, signalling strengthening bilateral trade ties.
9) ID Fresh Food (Unlisted): Secured strategic investment from Apax Funds to accelerate growth in India and Gulf markets; transaction value not disclosed.
Bulk Deals:
Mirc Electronics:
Investor Laroia Mona bought 18 lakh shares (0.48% stake) in Mirc Electronics at ₹31.54 per share, totaling ₹5.67 crore.
KV Toys India:
Generational Capital Breakout Fund 1 acquired 39,000 shares (0.62% stake) in KV Toys India at ₹339.82 per share, worth ₹1.32 crore.
Leading Leasing Finance and Investment Company:
Milan Jayvantlal Mithani (HUF) purchased 75 lakh shares for ₹2.43 crore, while SKG Asset Management bought 34.3 lakh shares for ₹1.11 crore, both at ₹3.25 each.
On-going IPO:
NIL
Upcoming IPO:
(06-Jan to 08-Jan)
-Gabion Technologies India Ltd (BSE SME)
(07-Jan to 09-Jan)
-Victory Electric Vehicles International Ltd (NSE SME)
Securities Trading Ex-(Corporate Action) on January 6, 2026
NIL
Securities Under F&O Ban on January 6, 2026
SAIL, SAMMAANCAP
Source: WOWNEWS24X7, Moneycontrol, Investing.com
