GIFT Nifty
The GIFT Nifty, an early indicator for the benchmark Nifty 50, was down 0.15% at 23,968 as of 7:44 a.m. Global cues remained mixed, with US S&P 500 futures declining 0.38%.
India Market Recap
Indian equity benchmarks extended their losses for a second consecutive session on Tuesday as weakness in IT stocks weighed on sentiment. The NSE Nifty 50 declined 80 points, or 0.34%, to close at 23,865, while the BSE Sensex slipped 0.33%. Sectoral performance remained mixed, with the Nifty Defence index emerging as the top performer, rising over 1.4%, led by strong gains in Paras Defence and Cochin Shipyard. On the other hand, the Nifty IT index was the biggest laggard, falling nearly 3%, as LTIMindtree and Infosys witnessed sharp declines. On the technical front, Nifty support is placed in the 23,700–23,800 range, while resistance is seen between 24,100 and 24,250.
US Market Recap
US markets ended higher on Tuesday as investors reacted positively to the latest economic data, helping the major indices close out their strongest quarter since 2020. The S&P 500 rose 0.8%, while the technology-heavy Nasdaq 100 gained 1.7%. Semiconductor stocks led the rally, with the Philadelphia Semiconductor Index surging 3.9% to register its best quarterly performance on record. The strong performance reflected renewed optimism around technology and artificial intelligence-related stocks.
Asian Market Update:
Asian markets traded on a mixed note on Wednesday. Japan's Nikkei 225 rallied 2.54% after the yen weakened to its lowest level against the US dollar in four decades, boosting export-oriented stocks. In contrast, South Korea's Kospi slipped 0.30%, while Australia's ASX 200 declined 0.39%. Markets in Hong Kong and Shanghai remained closed for a public holiday. Investors also kept a close watch on the Japanese yen, which weakened to 162.28 per dollar, raising expectations of possible intervention by Japanese authorities.
Commodity Check
Crude oil prices edged higher on Wednesday as investors monitored progress in US-Iran negotiations and the gradual recovery of oil shipments through the Strait of Hormuz. Brent crude traded above $73 per barrel, while US benchmark West Texas Intermediate (WTI) hovered near $70 per barrel. Despite the uptick, oil prices remain under pressure after recording their steepest quarterly decline since the pandemic, reflecting expectations that energy supplies through the Strait of Hormuz will continue to normalize and reduce concerns over global supply disruptions.
Stocks In News
- Godawari Power &Ispat: Stake in associate Jammu Pigments increased to 43.96% from 13.73% after conversion of 58.92 lakh CCPS into equity shares
- Amber Enterprises: Extended timeline for acquisition of remaining stake in MoMagic Wireless by subsidiary IL JIN Electronics to Sept. 30, 2026
- SRF: Reappointed Mr. Kartik Bharat Ram as Joint Managing Director
- HDFC Life: GST appellate authority upheld tax demand of Rs. 132.7 crore along with applicable interest and Rs. 132.7 crore penalty
- Brainbees Solutions: Extended timeline for capital infusion into US subsidiary Swara Corp. from June 30, 2026 to Dec. 31, 2026 due to procedural delays. Extended timeline for up to AED 34 million investment in UAE subsidiary Firstcry Management DWC LLC to July 31, 2026 due to procedural delays.
- Corona Remedies: Commissioned EU-GMP approved hormone manufacturing facility in Ahmedabad, boosting hormone manufacturing capacity by 20% and strengthening its women's healthcare portfolio.
- PFC: Transferred Kakinada I Transmission Ltd SPV to Power Grid Corporation for Rs. 20.51 crore for the Kakinada green hydrogen/ammonia transmission project.
- Paras Defence: Signed exclusive IP licensing agreement with US-based Tandem Defense LLC for Guardian-1 counter-drone interceptor technology, enabling manufacturing and commercialization in India.
- L&T Technologies: Announced the launch of Ainfonix 4.0, a next-generation Engineering Intelligence platform for process industries.
- Vodafone Idea: Company has now acquired 26% equity stake of MTK Quantum by investing Rs. 4.33 crore
- Lloyds Enterprises: After a private placement, Lloyds Engineering Works' stake diluted to 85% from 100% in Defence subsidiary Lloyds Advance Defence Systems.
- Hindware Home Innovation Completed acquisition of remaining stake in Hintastica Pvt Ltd for Rs. 2.79 crore, making it a 100% wholly-owned subsidiary; existing JV arrangement with Atlantic has been terminated.
- Kotak Mahindra Bank: Company has executed a business transfer agreement with Deutsche Bank for the acquisition of DBAG's business undertaking in India.
- Aarti Pharmalabs: Company inaugurates its additional manufacturing block in Maharashtra to increase production capacity, block has a total capacity of 3600 TPA for Xanthine derivatives manufacturing.
- Hexaware Tech: Hexaware Launches Tensai for Reasoning Ops to Bring Agentic AI to Enterprise IT Operations
- Vikram Solar: NCLAT set aside NCLT's order admitting insolvency proceedings against the company, providing relief in the IBC case filed by Isitva Steels
- Mahindra Lifespace Developers: Incorporated Mahindra Kandivali Developers Ltd (MKDL) as a 100% wholly-owned subsidiary to undertake future real estate development projects.
- KPIT Technologies (Outlook for Q1 FY27): Q1FY27 performance expected to be below expectations. USD revenue is expected to decline 1% YoY in Q1FY27 compared to Q1FY26. Abrupt spending cuts by certain European automotive OEMs led to lower revenue expectations. EBITDA margin and net profit margin will decline sequentially
Company expects recovery in H2FY27.
- EPACK Durable: Company received Andhra Pradesh government approval for incentives, including 36.41 acres of land and a 50% capital subsidy, to support its proposed Rs. 314.31 crore investment in the state.
- IKS Health: Partnership with Axia Women's Health delivered ~$12 mn annual cash impact, leading to 100% coding coverage across Axia sites, lower denial rates, >96% coding accuracy and higher collections.
- Goodluck India: CRISIL upgraded long-term rating to AA- (Stable) from A+ (Positive) and short-term rating to A1+ from A1 for Rs. 854.75 crore bank facilities, reflecting a stronger credit profile.
- Cupid (Q1FY27 Business Updates): Q1 FY27 revenue expected to exceed Rs. 150 crore. FY27 revenue guidance raised to Rs. 660+ crore from Rs. 600 crore. Strong growth driven by global B2B orders, PFSCM partnership and institutional tenders. Palava manufacturing facility to be operational next quarter. Management expects strong margins and profit growth above current guidance.
- JK Paper: Commissioned and commenced commercial production at its Hardwood Bleach Chemical Thermo-Mechanical Pulp plant on June 30, 2026, enhancing pulp manufacturing capacity.
- Shanti Gold International: Company has proposed a Rights Issue of fully paid-up Equity Shares of face value of Rs. 10 each for an amount not exceeding Rs. 100 crore.
- Craftsman Automation: Company subsidiary Sunbeam Lightweighting Solutions completed the Rs. 28 crore sale of identified piston manufacturing assets to SPR Auto Technologies.
- Prestige Estates:Company announces the launch of Phase 2 of Prestige Forest Hills at The Prestige City, Mulund, Mumbai. with an estimated Gross Development Value of approximately Rs 2,200 crore.
- Skipper: Acquisition of shares of Utsav Ispat LLP (0.38%) to Ventex Trade on 29 June 2026.
- Avenue Supermart: Company has opened a new store at Pollachi, Coimbatore (Tamil Nadu) today. The total number of stores as on date stands at 503.
- Cantabil Retail India: Company has opened 5 New Showrooms/ Shops at different location in India during the month of June 2026.Now total number of Showrooms/ Shops of the Company stands at 667.
- Avenue Supermart: Company has allotted Commercial Paper of Rs. 200 crores, Coupon offered 6.70%
- Ashoka Buildcon: Extended timeline for stake sale in 6 road SPVs to Infrastructure Yield Trust-backed investors; completion deadline extended to July 31, 2026 for TS-1, TS-2 & TS-3
- BlackBuck: Promoter & Executive Director Ramasubramanian Balasubramaniam pledged 6.3 lakh shares (0.35% stake).
- Zee Media: Allotted 3 crore shares on conversion of 3 crore warrants to Sun India Opportunities Investing Fund; received Rs. 19.13 crore warrant exercise consideration, with 2 crore warrants still pending conversion.
- Bandhan Bank: Completed sale of housing finance NPA portfolio of Rs. 291.44 crore to ACRE for Rs. 119.49 crore (41% recovery) through the Swiss Challenge process.
- NTPC Green Energy: Subsidiary Ayana Renewable Power won 193 MW wind project in MPPMCL auction at tariff of Rs. 4.17/unit, strengthening renewable energy portfolio.
- Max Healthcare: Acquired 100% voting rights and 50.22% economic interest in Yerawada Properties Pvt Ltd, making it a subsidiary, as part of its plan to develop a 450-bed super speciality hospital in Pune.
- PB Fintech: Approved Rs. 20 crore capital infusion into wholly-owned subsidiary PB Pay and incorporation of two Dubai-based step-down subsidiaries for insurance advisory and reinsurance broking businesses.
- NTPC: Declared commercial operation of the final 5 MW module of NSPCL's Bhilai Floating Solar Project, taking the plant's total commissioned capacity to 15 MW. NTPC Group installed capacity rises to 90,904 MW and commercial capacity to 89,824 MW.
- HFCL: Extended timeline for sale of entire stake in Nivetti Systems to Trinity Tech Solutions; transaction now expected to be completed by Sept 30, 2026 (earlier June 30, 2026).
- H.G. Infra Engineering (HGINFRA): Executed SPA and acquired 100% stake in WR ER Part C Power Transmission Ltd (SPV) from REC Power Development, for implementation of the awarded power transmission project.
- Cantabil Retail India: Company has opened 5 New Showrooms/ Shops at different location in India during the month of June 2026. Now total number of Showrooms/ Shops of the Company stands at 667.
- Belrise Industries: Company has issued Corporate Guarantee to the Standard Chartered Bank located at Gift City for an amount upto EUR 2.75 Million.
- Samvardhana Motherson International: MSSL Global RSA Module Engineering, acquired a 49% stake in Vacuform 2000 Proprietary, acquisition delayed to second quarter of financial year 2026-2027.
- Central Mine Planning & Design Institute: Company signed a three-year MoU with NTPC Mining Ltd to strengthen collaboration and secure additional coal mining and allied assignments on a nomination basis, with no direct financial commitment involved
- Kirloskar Oil Engines: Company has made payment of consideration of AED 3.2 million (INR 8.28 Crore) to Kirloskar International ME FZE, UAE.
- Axis Bank: Company has successfully allotted USD 500,000,000 dollars 6.875% Additional Tier 1 Notes and USD 300,000,000 dollars 5.348% Senior Notes, in each case under its USD 5,000,000,000 dollars Global Medium Term Note Programme.
- DCM Shriram: Company had approved entering into a definitive agreement to acquire 100% equity share capital of four companies engaged in producing and selling industrial salt.
- Zydus Wellness: Zydus Wellness International DMCC, UAE, subsidiary of the Company has incorporated subsidiary in the name of Zydus Wellness General Trading DWC-LLC in Dubai.
- Rane ( Madras): Company entered into an agreement with Hindustan Composites Limited (HCL) to acquire the Friction Business for enterprise value of Rs 370 Crore
- Bank of Maharashtra: Company to consider raising of Equity Capital aggregate upto Rs.7,500 crore through various modes.
- RHI Magnesita India: Announces Leadership Transition, appointment of Pankaj Malhan as the Managing Director and Chief Executive Officer of the Company.
- Railtel Corporation Of India: Received order from Mahanadi Coalfields for establishment of MPLS VPN Network for MCL on a Rental Basis for a Period of 60 Months, size of Rs 107.60 cr.
- Newgen Software Technologies: The Company has received and accepted Letter of Award for Retail Loan Origination Solution. The aggregate value of the aforesaid Award is USD 1,710,000.
- Muthoot Microfin: Issue of Non-Convertible Debentures aggregating up to Rs. 3000 cr by way of private placement and Rs. 1000 cr through Public Issue during the Financial Year 2026-27.
- Punjab National Bank: Revised MCLR rates upward by 5 bps across all tenors effective July 1, 2026.
- NLC India: CMD Prasanna Kumar Motupalli retired on superannuation on June 30, 2026; Additional Secretary, Ministry of Coal, Sanoj Kumar Jha, given additional charge as CMD for 3 months or until a regular appointment is made.
- Dalmia Bharat: Shareholders approved special resolution for fundraising through issuance of securities