Stocks-in-focus and key updates with sentiment indicators (👍🏼 Positive | 🤞🏼 Neutral | 👎🏿 Negative):

Infrastructure, EPC & Construction
PNC Infratech: Bags ₹2,956 Cr mining services order from SECL. 👍🏼

Omaxe Ltd: Gets ₹500 Cr investment from Oaktree for large-scale projects. 👍🏼

HG Infra: Acquires Angul Sundargarh Transmission, enabling fur…[Read more]

Brokers recommendations:

Capital Goods / Defence
Bharat Electronics Ltd (BEL)

UBL: Maintain Buy, Target ₹450 ( Positive)

JP Morgan: Maintain Overweight, Target ₹490 (Positive)

Nomura: Maintain Buy, Target raised to ₹2,388 ( Positive)

Pharmaceuticals & Healthcare
Ajanta Pharma

Jefferies: Maintain Buy, Target raised to ₹3,320 ( Positiv…[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]

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]

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]

LISTING UPDATE

SAVY INFRA – NSE Emerge
IPO PRICE: 120
LOT SIZE – RETAIL: 2400
LOT SIZE – HNI: 3600

LISTING PRICE: 136.50(+16.50₹,+13.75%)
LISTING GAIN – RETAIL: 39,600/-
LISTING GAIN – HNI: 59,400/-

SWASTIKA – BSE SME
IPO PRICE: 65
LOT SIZE – RETAIL: 4000
LOT SIZE – HNI: 6000

LISTING PRICE: 67(+2 ₹,+3.08%)
LISTING GAIN – RETAIL: 800…[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

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

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 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]