IMFA Earnings call

Details
Date: 31 July 2025
Time: 4:00 PM IST

Management Participants:
• Mr. Bijayananda Mohapatra – Whole-time Director & COO
• Mr. Saunak Gupta – Chief Financial Officer
• Mr. Binoy Agarwalla – Head, Power Business Unit
• Mr. Sandeep B. Narade – Head, Mines Business Unit
• Mr. Ch. Suresh Babu – Head, Ferro Alloys Busine…[Read more]

Fund house recommendations -July 30

Infrastructure & Construction

Larsen & Toubro (L&T)
Positive

Jefferies: Buy | TP ₹4,230 (↑ from ₹3,965)

B&K: Buy | TP ₹4,034 (↑ from ₹3,986)

Haitong: Outperform | TP ₹4,150 (↑ from ₹3,800)

Investec: Buy | TP ₹4,460 (↑ from ₹4,115)

Motilal Oswal (MOSL): Buy | TP ₹4,200 (↑ from ₹4,100)

Neutral

Axis: Buy…[Read more]

Virtual IPO Meet | Marketing Limited

Date: Wednesday, 30th July, 2025
Time: 05:00 PM

YouTube Live link:

Book Running Lead Manager:
Narnolia Financial Services Limited

Key Highlights

-CashurDrive Marketing Limited is an OOH advertising company offering comprehensive transit, outdoor, print, and…[Read more]

FII Net Outflow

2021: -85,670
2022: -286,494
2023: -19,526
2024: -295,393
2025: -129,478 ( til july)

Total FII Outflow = ₹ -816,561 CR

DII Net Inflow

2021: +92,406
2022: +274,737
2023: +182,185
2024: +503,381
2025: +362,391 (2025 til july)

FII Sold
₹ 8.17 Lac CR

DII Buy
₹ 14.15 Lac CR

Corporate Actions

Dividend

28-Jul-25
WIPRO: Interim Dividend – Rs. – 5.00
YSL: Final Dividend – Rs. – 500.00
EIHAHOTELS: Final Dividend – Rs. – 3.50
DLF: Final Dividend – Rs. – 6.00
KPITTECH: Final Dividend – Rs. – 6.00
COSMOFIRST: Final Dividend – Rs. – 4.00
SHYAMMETL: Interim Dividend – Rs. – 1.80
CRISIL: Interim Dividend – Rs. -…[Read more]

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 India…[Read more]

China’s Rare Earth Magnet Ban Spurs India’s ₹18,000 Cr Critical Mineral Mission Amid Rising Sectoral Risks

India’s dependence on China for rare earth magnets — critical components in high-tech and green tech industries — means that China’s export restrictions could significantly affect several listed Indian companies, especially those in sectors…[Read more]

Virtual IPO Meet | Mehul Colours Limited

Date: Tuesday, 29th July, 2025
Time: 04:00 PM

YouTube Live link:

Book Running Lead Manager:
Seren Capital Private Limited

Key Highlights

-Mehul Colours Limited is a manufacturer of masterbatches, enhancing plastic products with colour and functional…[Read more]

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]

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