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]

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 India…[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]

Virtual IPO Meet | Mehul Colours Limited

Date: Tuesday, 29th July, 2025
Time: 04:00 PM

YouTube Live link:

Book Running Lead Manager:
Seren Capital Private Limited

Key Highlights

-Mehul Colours Limited is a manufacturer of masterbatches, enhancing plastic products with colour and functional…[Read more]

Equity Markets & Sector News Update -July 29, 2025

Market Sentiment & Macro
• The markets are ending July on a weak note: Nifty on track for worst monthly performance since 2019, with earnings, FII outflows, and stalled trade talks weighing.
• Despite global cues turning moderately positive, domestic caution dominates ahead of key earnings fro…[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]

Fund House stock recommendations

Technology & IT
Mphasis: Morgan Stanley upgraded to Overweight, raising its target price to ₹3,500/share, citing strong deal momentum in Q1 and sustainable growth potential.

Business Upturn Retail
V-Mart Retail: Motilal Oswal upgraded the stock to Buy, increasing its target price to ₹1,035/share (up from pre…[Read more]

Equity Markets & Sector News Update -July 28, 2025

Market Overview
• Sensex closed at 81,463 (–0.88%), and Nifty 50 at 24,837 (–0.90%) on Friday, erasing recent gains.
• Today indices opened lower with Nifty at ~24,782, Sensex near 81,240. Market sentiment soured amid Kotak Bank’s weak Q1 earnings and stalemate in U.S.–India trade talks ahead…[Read more]

Important Result- Calendar

28-Jul-2025 (Today)

Derivative
• Bharat Electronics
• Adani Green Energy
• Adani Total Gas
• Indusind Bank
• Piramal Pharma
• Gail (India)
• Torrent Pharma
• Mazagon Dock Shipbuilders

Cash Segment
• Nippon Life India Asset Mgmt
• TTK Prestige
• Ajanta Pharma
• Motherson Sumi Wiring…[Read more]

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]

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

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]

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]