Earnings call -July 15, 2025
11:00 AM Rallis
Dial: ‪+91 22 6280 1488‬

2:45 PM ICICI Prudential
Dial: ‪+91 22 7115 8305‬

3:00 PM Bank of Mah
Dial: ‪+91 22 6280 1102‬

5:00 PM AWL Agri Bus
Dial: ‪+91 22 6280 1144‬

5:15 PM HDFC life Insur
Dial: ‪+91 22 6280 1406‬

5:30 PM EMERALD
(Results)
Dial: ‪+91 22 6280 1239‬

6:30 PM ICICIGI
Dial: ‪+91 2…[Read more]

Stocks to Watch – Sentiment Overview

Positive Sentiment Stocks

1. Rallis India – Q1 net profit doubled year-on-year; strong growth across segments.

2. Power Mech Projects – Secured new orders worth ₹551 crore, including power and infra contracts.

3. RailTel Corporation – Bagged an order worth ₹264 crore from East Central Railway.

4…[Read more]

Global & Institutional Commentary update for July 15, 2025:

Institutional Views

JM Financial
• On Kalyan Jewellers: Initiates Buy, TP ₹700
o Strong moats, unorganised market opportunity
o Expect Revenue/EBITDA/PAT CAGR of 25%/23%/31% over FY25–28E
• On Ventive Hospitality: Initiates Buy, TP ₹890
o Exposure to India & Maldives tailwinds…[Read more]

Stocks in the news from the Kunvarji India Daybook

INFRASTRUCTURE & RAILWAYS
RVNL: Secured ₹447 Cr contract from Delhi Metro for Phase-IV construction. FY26 turnover guidance at ₹22,000 Cr. (Positive)

Power Mech Projects: Bagged ₹551 Cr orders from SJVN Thermal & Jhabua Power. (Positive)

RailTel Corporation: Won ₹264 Cr order from East Central…[Read more]

Global Economic Highlights

India
• Retail inflation dropped to a 6-year low in June due to falling food prices.
• Wholesale prices declined for the first time in 19 months.

China
• Q2 GDP rose 5.2% YoY, beating forecasts despite global tariff risks.
• June new home prices declined at the fastest pace in 8 months.
• Property investment fell 11.2…[Read more]

Omni Insights
India’s Metro transformation is on the fast track!
More routes, more people, more speed — and a massive budget boost too.

From slow beginnings to rapid progress, the change is hard to miss.
See how far we’ve come!

India’s Power, Defence & Railways: Big Unlock Ahead!

Check out OmniScience Capital’s latest OmniVista July 2025 report — see how Scientific Investing helps you stay focused on Capital Multipliers and tap into multiple Growth Vectors as they unlock.

Power sector transformation, India Energy Stack, Defence budget boost and smart rebalancing insig…[Read more]

SEBI Actions -Investor insights

Reduced F&O Volumes: If you’re involved in derivatives, be aware of the ~20% reduction post-Jane Street ban.

Improved Bond Market Transparency: Bond Central offers better market visibility and could broaden fixed-income investment options.

Regulatory Clean-Up: Stricter oversight on broker compliance may i…[Read more]

Results Calendar for this week (July 14–18, 2025)

July 14, 2025 (Monday)
Authum Investment & Infrastructure

Benares Hotels

Den Networks

HCL Technologies

Nelco

Ola Electric Mobility

Rallis India

Sambhv Steel Tubes

Tata Technologies

Tejas Networks

July 15, 2025 (Tue)
AWL Agri Business

Geojit Financial Services

GM Breweries

Hathway C…[Read more]

Upcoming Listings – Monday, July 15, 2025

-Mainboard Listing

Travel Food Services Limited

BSE Code: 544443

NSE Symbol: TRAVELFOOD

ISIN: INE103V01028

-SME Listings
Chemkart India

Smarten Power System

Upcoming Mainboard IPO
Brigade Hotel Ventures Limited IPO
Tentative Issue Dates: July 21–23, 2025

Issue Size: ₹900 crore (appr…[Read more]

Valuation fears hit defence stocks: Where are they headed? Here’s what OmniScience Capital says

The Nifty India Defence Index had surged 42.2% in the past three months, far outpacing the Nifty’s 13.2% gain. The strong momentum revived concerns over high price-to-earnings multiples, with some stocks trading at nearly 60 times earnings — well above…[Read more]

Achieving Rs 1 Crore with SIP: The Power of Annual Step-Up Investments

Dr. Vikas Gupta, CEO & Chief Investment Strategist, OmniScience Capital says, No, it’s highly unlikely that a fixed Rs 6,000 monthly SIP will grow to Rs 1 crore in 20 years. For that to happen, the investment would need to consistently deliver a 17% CAGR over two decades – whi…[Read more]

The Harsh Truth: Rs 6,000 SIP Won’t Always Lead to Rs 1 Crore

Assuming a long-term CAGR (Compounded Annual Growth Rate) of 15%, a monthly SIP of Rs 6,000 over 20 years can indeed grow to approximately Rs 1 crore. This is mathematically accurate and theoretically feasible, especially in high-performing equity mutual funds.

Navin Jain, Cofounder…[Read more]

Enforcement Actions-July 11, 2025

SEBI bars Jane Street:
Temporarily banned from Indian securities markets and ordered to disgorge ₹4,843 crore as part of an interim order on July 3
• Alleged massive market manipulation via expiry-day Bank Nifty and Nifty trades
• I-T Department may investigate under GAAR and PE norms following SEBI’s finding…[Read more]