Sector-wise -2nd -News Update | July 17, 2025

Real Estate & Infrastructure
Positive

Godrej Properties: Acquires 50 acres in Raipur; 9.5 lakh sqft saleable area planned.

Pashupati Cotspin: Migrates to NSE Mainboard from Emerge on July 17.

SCI Land and Assets: Gets Maharashtra stamp duty exemption for demerger.

Aditya Birla Real Estate: Board to meet July 23 to consider fundraising.

Kalpataru Projects: Q1 Net profit at ₹20.3 Cr vs ₹17.8 Cr, revenue at ₹596 Cr vs ₹491 Cr (YoY).

Neutral

Valor Estate: Ex-Date for Advent Hotels demerger, ratio 1:10.

Energy & Utilities
Positive

PNC Infratech: Wins 300 MW solar + 150MW/600MWh storage order from NHPC.

Asian Energy: ₹46 Cr order from Sun Petrochemicals for seismic services.

Neutral

JSW Energy: To provide 18% free electricity to Himachal Pradesh as per SC ruling. (Also noted as Negative by some analysts)

Pharma, Healthcare & Chemicals
Positive

Lupin: Launches Loteprednol Etabonate Ophthalmic Suspension in the U.S.

Zydus Lifesciences: Completes successful Remote Regulatory Assessment (RRA) by USFDA.

Emcure Pharma: Partners with Sanofi India to co-market anti-diabetic drugs.

TANFAC Industries: Q1 Net Profit up 71% YoY to ₹19.35 Cr; Revenue at ₹176 Cr.

Neogen Chemicals: Receives additional ₹30 Cr insurance claim for Dahej plant fire.

Laxmi Cotspin: Launches ‘OJAS COTTON ROLL’ absorbent wool product.

Hindustan Zinc: Gets composite mining license from Ministry of Mines.

Neutral

Platinum Industries: CFO Gyandeep Mittal resigns, effective July 16.

Capital Goods & Industrials
Positive

Ramco Cements: Commissions 23-km railway siding at Kalavatala plant, AP.

Premier Explosives: Secures $12.24M defence export order.

Godawari Power: Gets environment clearance for 2 MTPA steel plant in Chhattisgarh.

Neutral

JTL Industries: Q1 Net Profit drops 46.3% YoY to ₹16.5 Cr.

Indag Rubber: ICRA revises outlook to Negative from Stable.

IT & Technology
Positive

Infosys: Launches SAP Enterprise Innovation Lab in Germany.

Eraaya Lifespaces (Ebix Smartclass): Launches ‘Ebix AI School’ pan-India.

Neutral

LTIMindtree: Dissolves UK arm Syncordis Ltd.

Tech Mahindra: Net Profit down 2% QoQ; stable margins.

L&T Technology Services: Net Profit flat QoQ; margin steady.

Tracxn Technologies: Ex-Date for buyback.

Auto & Ancillaries
Neutral

Maruti Suzuki: Adds 6 airbags in Baleno & Ertiga; prices up 0.5–1.4%.

TVS Motor: Launches Apache RTR 310 at ₹2.39 Lakh.

Apollo Tyres: Appoints Mahalakshmi Ramaswami as CHRO.

Financial Services & Banking
Positive

Marathon Nextgen: Sageone Investment buys 3.7 lakh shares @ ₹740.

Neutral

SBI: Launches QIP; floor price ₹811.05/sh; size ~₹25,000 Cr.

Reliance Power: Approves plan to raise ₹6,000 Cr via equity + ₹3,000 Cr NCDs.

Karnataka Bank: Raghavendra S Bhat appointed MD & CEO.

SRF: To consider ₹750 Cr fundraise via NCDs on July 23.

Angel One: Q1 Net Profit down 61% YoY to ₹114.4 Cr. (Negative)

Hospitality & Leisure
Positive

Oriental Hotels: Q1 Net Profit up to ₹9.2 Cr vs ₹1.6 Cr YoY. Revenue up to ₹108 Cr.

Corporate Governance / HR / Management

Neutral

Sadhana Nitrochem: Aditya Shelke resigns as Compliance Officer.

Mahaalaxmi Texpro: Appoints new CFO, Mr. Sachin Suresh Diwan.

Arvind Fashions: Appoints Amisha Jain as MD & CEO.

Dividend / Bonus / Corporate Actions

Neutral
Over 50 companies have ex-dates today and tomorrow for:

Dividends: Bharti Airtel (₹16), Cummins (₹33.5), Dabur (₹5.5), Blue Star (₹9), etc.

Bonuses: IFGL (1:1), Motherson Wiring (1:2), Samvardhana Motherson (1:2)

Stock Split: Indo Thai Securities (from ₹10 to ₹1)

Buyback: Tracxn

Demerger: Valor Estate