Corporate and Economy News Updates for June 30 2025

Market & Macro
Markets to Open Higher (June 30)
Indian equities poised for a positive start, buoyed by easing Middle East tensions, renewed foreign inflows (~₹14,000 Cr over two sessions), a softer dollar, and U.S. rate cut hopes

Rupee & Bonds
INR ended stronger at ~₹85.48–85.58/USD, its best weekly gain in over two years, supported by declining oil and expectations of Fed rate cuts
• Benchmark 10 year G Sec yield steady around 6.31%
Gold
Prices rebounded from one month lows, up ~0.3%, tracking the weaker dollar

Business Activity
HSBC S&P June composite PMI climbed to a 14 month high of 61.0 on strong domestic and export demand

Monsoon Update
Seasonal rains have covered India nine days ahead of schedule, accelerating summer crop planting

Financial Services & Banking
SBI Tier II Bond Alert
SBI plans to raise ~₹50,000 Mn via 10–15 year Tier II bonds in July August

Foreign Inflows
Foreign portfolio investors bought globally ~₹1,600 Cr in equities over two sessions

SEBI Probe
Regulator found evidence of “pump and dump” scams; executed searches across major cities

Capital Markets & IPOs
• Kalpataru IPO Allotment Due June 27
Investors can check allotment status today .
• Credila & Pine Labs DRHPs Filed
• Credila Financial (HDFC NBFC) filed ₹50 bn IPO, splits the issue between fresh capital and OFS .
• Pine Labs filed for ₹26 bn IPO, aiming for a ~$6 bn valuation
• AJC Jewel, Arisinfra & Sambhv IPO Updates

• Active SME and retail IPO pipeline; Sambhv Steel Tubes (₹540 Cr issue) underway .

Energy & Infrastructure
• BHEL secured a ₹6,500 Cr order from Adani Power
• ITD Cementation bagged a $67.4 Mn international marine contract
• Godrej Properties acquired 43 acres near Panipat, with ₹1,250 Cr revenue potential
• Titagarh Rail won ₹431 Cr Pune metro order for 12 trainsets
Trade & Policy

Exporter Meet
Commerce Minister Goyal to convene exporters on June 30 amid global uncertainty Trade Environment
Favourable U.S.–China tariff developments bolster Asian currencies including INR Power Distribution Rule
Energy ministry proposes stricter timelines for DISCOM approvals of clean-energy PPAs

Investor Takeaways
1. Foreign inflows and geopolitical calm are fueling domestic market momentum.
2. Fixed-income issuance picking up, notably SBI’s Tier-II bond for structural capital.
3. IPO window remains active, with both mega and SME companies launching.
4. Macro tailwinds: PMI at 14 month high, robust monsoon, supportive trade environment.
5. Regulatory monitoring intensifies, with SEBI cracking down on market manipulation.