Equity Markets & Sector News Update -July 23 , 2025

MARKET SUMMARY & GLOBAL CUES

• Indian markets poised for a positive start, following gains in Asian peers after the U.S.–Japan trade deal and expectations of U.S.–China discussions in Stockholm

• GIFT Nifty futures are trading ~75 points higher, indicating optimism around earnings and trade m…[Read more]

Earnings Calls – July 22, 2025

PNB Housing Finance – 8:00 AM

Bansal Wire Industries – 11:00 AM

IRB InvIT – 11:00 AM

Sagar Cement (Webinar) – 11:00 AM

Control Print (Webinar) – 12:00 PM

CIE Automotive India – 12:30 PM

Punjab and Sind Bank (Webinar) – 3:30 PM

HSIL – 4:00 PM

Choice International – 4:00 PM

Kajaria Ceramics – 4:00 PM…[Read more]

Earnings Call | Bansal Wire Industries Limited

Details:
Day/Date: Tuesday, (Tomorrow) 22nd July’25
Time: 11:00 AM IST
Universal Access Number :- ‪+91 22 6280 1386‬ / ‪+91 22 7115 8287

Earnings Call | Punjab and Sind Bank
Date & Time: Tuesday, 22nd July 2025 at 03:30 PM IST
Meeting number: 2517 506 7807
Password: Psb@July@2025

Earni…[Read more]

Equity Markets & Sector News Update -July 22, 2025

• Market Overview: Sensex ended +0.54%, Nifty +0.49%, making it two consecutive days of gains. Strong earnings from HDFC Bank and ICICI Bank supported momentum, while Reliance lagged on mixed results.

• Sector Activity: Banking and financials led the market rally. Media and metals also saw gai…[Read more]

Key Highlights: RBI Draft Guidelines on Digital Banking Channels (July 2025)

1. Definitions

Digital Banking Channels: Banking via internet, mobile, or other digital platforms.

Mobile Banking: Services via apps, USSD, or SMS.

View-Only Facility: Allows balance checks and statement views without financial transactions.

2. View-Only…[Read more]

Key regulatory and market developments as of July 21, 2025:

Domestic (India)
🔹 SEBI
Introduced the VCF Settlement Scheme 2025, effective July 21–Jan 19, 2026. This allows legacy Venture Capital Funds (VCFs) that migrated under AIF regulations to settle winding‑up violations. Applications are due by July 19. Note: settlement costs borne by fu…[Read more]

News update-July 21, 2025

Market Overview
• Sensex rose ~0.15%, Nifty climbed ~0.33% in the early session, fueled by strong Q1 earnings from Reliance, HDFC Bank, and ICICI Bank
• Broader breadth remained weak, with midcaps & smallcaps lagging
• FII selling continues; domestic DIIs provided support
• Global cues mixed, as US trade concern…[Read more]

Earnings Calls, In person conferences and results today-July 21, 2025

Monday 21 July 2025

9:30 AM Epack Durable
Dial: ‪+91 22 6280 1384‬

11:00 AM Aarti Drugs
Dial: ‪+91 22 6280 1309‬

11:00 AM L and T Finance Hol
Dial: ‪+91 22 6280 1486‬

11:30 AM J. K. Cement
Dial: ‪+91226280 1143‬

11:30 AM Vimta Labs
Dial: ‪+91 22 6280 1297‬

01:00 PM M…[Read more]

ACME Solar Holdings signs Battery Energy Storage Purchase Agreements with NHPC.

ACME Solar Holdings, through its wholly-owned subsidiaries, has officially signed Battery Energy Storage Purchase Agreements (BESPA) with NHPC. This agreement encompasses a total contracted capacity of 275 MW / 550 MWh across two Standalone Battery Energy Storage…[Read more]

News update-July 20, 2025

Banking & Financials

• HDFC Bank: Q1 net profit rose 12.2% to ₹18,155 cr, driven by a 5.4% increase in NII and strong treasury/fee income; provisions jumped five-fold (mostly precautionary). Declared 1:1 bonus shares + ₹5 special dividend

• ICICI Bank: Net profit up 15.5% to ₹12,768 cr; NII rose 10.6%, loan book up…[Read more]

Market & regulatory update for July 19, 2025:

Market Overview & Institutional Flows
Domestic vs. Foreign Flows
FIIs remain cautious—showing muted net buying in July—while DIIs continue to prop up equity markets. Sunil Subramaniam highlights that India’s rally is now driven by strong domestic inflows, particularly in mid & small caps

FI…[Read more]

Investor calls and events -July 18

IPO Conference :GNG Electronics Limited

Schedule:
Day / Date: Friday, July 18, 2025
Time: 12.00 p.m. Onwards
Venue: Rendezvous, Taj Mahal Hotel, Colaba, Mumbai.

Management Team:
(1) Mr. Sharad Khandelwal, Founder and Managing Director
(2) Mr. Ajaykumar Pancholi, Director

Earnings Call Alert
Tata…[Read more]

Sector-wise update for July 18, 2025:
Markets & FPI Activity
• Market Trend: Indian indices opened flat to slightly lower—Sensex at ~82,190 ( 0.1%) and Nifty near 25,100 ( 0.05%) amid mixed global cues
• Inflow/Outflow: FIIs net sold ~₹3,670 cr; DIIs net bought ~₹2,720 cr
• Advance/Decline: Markets saw 1,966 advancers vs 962 decliners; mid-…[Read more]

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…[Read more]