Equity Markets & Sector News Update -July 29, 2025

Market Sentiment & Macro
• The markets are ending July on a weak note: Nifty on track for worst monthly performance since 2019, with earnings, FII outflows, and stalled trade talks weighing.
• Despite global cues turning moderately positive, domestic caution dominates ahead of key earnings fro…[Read more]

China’s Rare Earth Magnet Ban Triggers India’s Critical Mineral Mission

Investor Summary:

China’s restrictions on rare earth magnet exports have disrupted global supply chains, significantly impacting India. In response, India has launched the National Critical Mineral Mission (NCMM) with a focus on domestic exploration, strategic procu…[Read more]

Listing tomorrow-July 29
Bse sme
Monarch surveyors
Lot – 600
Price – ₹250

IPO COMING SOON

Mainboard Upcoming IPOs in August 2025
Hero FinCorp IPO –

JSW Cement IPO

Tata Capital

Highway Infrastructure IPO

Vikran Engineering – Backed by Ashish Kacholio

SMPP IPO

SK Finance Limited

-Size : 2,200 Crore

LISTING UPDATE

SAVY INFRA – NSE Emerge
IPO PRICE: 120
LOT SIZE – RETAIL: 2400
LOT SIZE – HNI: 3600

LISTING PRICE: 136.50(+16.50₹,+13.75%)
LISTING GAIN – RETAIL: 39,600/-
LISTING GAIN – HNI: 59,400/-

SWASTIKA – BSE SME
IPO PRICE: 65
LOT SIZE – RETAIL: 4000
LOT SIZE – HNI: 6000

LISTING PRICE: 67(+2 ₹,+3.08%)
LISTING GAIN – RETAIL: 800…[Read more]

Fund House stock recommendations

Technology & IT
Mphasis: Morgan Stanley upgraded to Overweight, raising its target price to ₹3,500/share, citing strong deal momentum in Q1 and sustainable growth potential.

Business Upturn Retail
V-Mart Retail: Motilal Oswal upgraded the stock to Buy, increasing its target price to ₹1,035/share (up from pre…[Read more]

Equity Markets & Sector News Update -July 28, 2025

Market Overview
• Sensex closed at 81,463 (–0.88%), and Nifty 50 at 24,837 (–0.90%) on Friday, erasing recent gains.
• Today indices opened lower with Nifty at ~24,782, Sensex near 81,240. Market sentiment soured amid Kotak Bank’s weak Q1 earnings and stalemate in U.S.–India trade talks ahead…[Read more]

Important Result- Calendar

28-Jul-2025 (Today)

Derivative
• Bharat Electronics
• Adani Green Energy
• Adani Total Gas
• Indusind Bank
• Piramal Pharma
• Gail (India)
• Torrent Pharma
• Mazagon Dock Shipbuilders

Cash Segment
• Nippon Life India Asset Mgmt
• TTK Prestige
• Ajanta Pharma
• Motherson Sumi Wiring…[Read more]

Equity Markets & Sector News Update -July 26, 2025

Market Overview
• India’s equity market ended its fourth straight week of losses, with Nifty closing at 24,837 and Sensex at 81,463
• This slump erased ₹10 lakh crore in market cap and the benchmarks hit one month lows amid ongoing
• FII outflows of ₹13,552 crore and global tariff-relate…[Read more]

Earnings calls -July 26, 2025

4:00 PM Jain Irrigation
Dial: ‪+91 22 6280 1136‬

4:00 PM Sobha Developer
Dial: ‪+91 22 6280 1144‬

4:00 PM SBFC Finance
Dial: ‪+91 22 6280 1144‬

5:00 PM Kotak Mahindra
Dial: ‪+91 22 6280 1215‬

6:00 PM IDFC First Bank
Dial: ‪+91 22 6280 1575‬

Analyst Conference | Indian Overseas Bank (IOB)

Event Details
Date : Tuesday, 29 July 2025
Time : 4.00 PM
Venue : Legacy Room, The St. Regis, Lower Parel, Mumbai -400013
Service : Hi-Tea

Management Participants:
• Mr Ajay Kumar Srivastava, MD & CEO
• Mr Joydeep Dutta Roy, Executive Director
• Mr Dhanaraj T, Executive Director

About Indian Overs…[Read more]

NSDL IPO details

– NSDL has fixed price band of its IPO between ₹760 to ₹800
– IPO will open on 30th July and close on 1st August
– Minimum lot size = 18 shares