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]

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

Virtual IPO Meet | Repono Limited

Date: 25th July, 2025
Time: 2:30 PM

YouTube Live link:

Book Running Lead Manager:
Wealth Mine Networks Private Limited

Key Highlights

-Repono Limited provides comprehensive 360-degre warehousing and liquid terminal solutions for India’s oil and petrochemical i…[Read more]

Promoter Huge Buying SmallCap & MicroCap Stocks!
1. Cosmic CRF Ltd.
2. ABS Marine Services Ltd.
3. Enviro Infra Ltd.
4. Prizor Viztech Ltd.
5. Insolation Energy Ltd.
6. Man Infra-construction Ltd.
7. VVIP Infratech Ltd.
8. Mach Conferences Ltd.
9. Kore Digital Ltd.
10. Teerth Gopicon Ltd.

IPO Investor Meet | CashurDrive Marketing Limited

Date: Friday, 25th July, 2025
Time: 7:00 PM

Venue: Grand Salon, Grand Hyatt Mumbai Hotel & Residences, BKC 400055

IPO Alert – M&B Engineering Ltd.
Merchant Banker: DAM Capital
IPO Launch: Scheduled for next week

Company Overview:
M&B Engineering Ltd., headquartered in Ahmedabad, Gujarat, is one of India’s leading providers of Pre-Engineered Buildings (PEBs) and Self-Supported Roofing solutions.

The business operates through two strategic div…[Read more]

Stocks removed from F&O from August Month

ACC
Aarti Ind
Balkrishna Ind
Bsoft
Chambal Fert
Hind Copper
MGL
M&M Finance
PEL
Tata Communications

Stocks removed from F&O from Sept Month

ABFRL
Adani Total Gas
CESC
Granules
IRB Infra
JSL
Poonawalla Fincorp
SJVN

Stock removed from F&O from Oct Month*

Tata Chemicals

Fund Flow Activity:

23 July 2025 (Rs. In Crs.)

Turnover: (NSE + BSE)

F&O Volume: 19244685.25 + 1944705.56 Total: 21189390.81

*Provisional Cash *

FII/FPI: NET SELL: -4209.11
(14475.50 – 18684.61)

DII: NET BUY: +4358.52
(15146.43 – 10787.91)

The long-feared Market Coupling is finally here — starting January 2026.

What it means:
CERC has approved the coupling of the Day-Ahead Market (DAM) — where now power exchanges (like IEX) won’t compete on price discovery. Instead, a common algorithm will decide the best price, and trades will be allocated accordingly.

Why it’s negative for I…[Read more]

Equity Markets & Sector News Update -July 24, 2025

Markets & Macroeconomic Indicators

• India’s composite Flash PMI surged to 61.0 in July—a 14 month high, indicating strength in both manufacturing (58.4) and services (60.7) despite global uncertainties

• Global trade momentum reflected in firm GIFT Nifty and Asian markets—buoyed by U.S.–Japa…[Read more]

Fund House Recommendations – July 24, 2025

🔹 Tech & IT
🟢 Positive

Macquarie on Persistent: Outperform, TP raised to ₹7,330

MOSL on Persistent: Outperform, TP at ₹6,800

Jefferies on Infosys: Buy, TP raised to ₹1,860 (from ₹1,660)

Centrum on Infosys: Buy, TP raised to ₹1,942 (from ₹1,917)

Axis on Infosys: Add, TP raised to ₹1,720 (from…[Read more]