GIFT Nifty
The GIFT Nifty, an early indicator for the benchmark Nifty 50, is up 0.65% at 24,414 as of 7:30 am. Equity-index futures for the US (S&P 500) rose 0.21%. while Europe (Euro Stoxx 50) up 0.22%.
India Market Recap
Indian equity benchmarks extended their gains for a second consecutive session, supported by a strong rebound in IT stocks after four days of selling. The NSE Nifty 50 rose 169.85 points, or 0.71%, to close at 24,175.70, while the BSE Sensex gained 579.48 points, or 0.75%, to settle at 77,502.12. Buying interest in large-cap technology stocks lifted overall market sentiment, helping the benchmarks recover despite mixed global cues. On the technical front, Nifty support is placed in the 24,000–23,800 range, while resistance is seen between 24,250 and 24,500.
US Market Recap
Wall Street opened higher on Thursday as stronger-than-expected employment data eased concerns about an immediate slowdown in the US economy and reduced expectations of aggressive interest rate cuts. Overnight, Wall Street delivered a mixed performance. The Dow Jones Industrial Average rose 1.14% to an all-time closing high after weaker-than-expected U.S. labour market data strengthened expectations of a less restrictive Federal Reserve. The S&P 500 ended largely unchanged, while a sell-off in semiconductor stocks dragged the Nasdaq down 0.8%.
Asian Market Update:
Asian markets traded on a mixed note on Friday as investors balanced signs of easing inflation in the US against continued weakness in global technology stocks. Japan's Nikkei 225 declined 0.86%, while South Korea's Kospi slipped 0.46%, despite the Dow Jones Industrial Average closing at a record high in the previous session. Australia's ASX 200 outperformed regional peers, gaining 0.54% as strength in mining and financial stocks supported the index.
Commodity Check
Crude oil prices edged lower on Friday as oil shipments through the Strait of Hormuz continued to normalize, easing concerns over global supply disruptions. Investors also monitored ongoing negotiations between the US and Iran aimed at securing a longer-term peace agreement. Brent crude traded above $71 per barrel, while US benchmark West Texas Intermediate (WTI) hovered near $68 per barrel. Both benchmarks remained on track for a fourth consecutive weekly decline, reflecting expectations of improving supply conditions and softer geopolitical risk.
Stocks In News
- Varun Beverages: South African subsidiary Bevco will merge its subsidiary subsidiary Twizza.
- Transrail Lighting: Company infused Rs. 32.35 crore into its UAE wholly-owned subsidiary Transrail Trading LLC.
- Sanghvi Movers: CARE Ratings assigned CARE A-/Stable and CARE A2+ ratings to the ₹250 crore bank facilities of Sangreen Future Renewables, arm of Sanghvi Movers.
- SBC Exports: Secured a six-month extension (July–December 2026) of its manpower services contract from MPMMCC-BHU, Varanasi, valued at Rs 32 crore.
- Marico: Reported strong double-digit volume growth in India, sustained international momentum, expects revenue growth in the early twenties and strong profit growth aided by softer copra prices despite higher input costs.
Parachute Coconut Oil achieved double-digit volume growth, its strongest performance in several quarters.
- Bikaji Foods International: Completed the acquisition of a 74% stake in Jai Barbareek Dev Snacks as informed on May 21 2026, making it a subsidiary of the company.
- Hindustan Zinc: Achieved its highest-ever first-quarter mined metal production at 268 kt, marking the fifth consecutive year of record Q1 mined metal output.
- Samvardhana Motherson International: Dissolved its non-operational indirect wholly-owned Chinese subsidiary Motherson DRSC Automotive Product Trading (Shanghai),
- Lenskart Solutions: Approved merger of wholly owned subsidiaries Dealskart and Lenskart Eyetech into the company and formed an 80:20 manufacturing JV with China's Mingfeng Glassesworld to produce metal spectacle frames in India.
- JSW Infrastructure: Moody's assigned an investment-grade Baa3 rating with Stable Outlook and upgraded its US$400 million notes to Baa3.
- YES Bank: NSE lifted the ban on onboarding new clients by YES Securities after the subsidiary complied with regulatory directions and completed corrective actions.
- United Breweries: Received a Rs 116.25 crore demand notice from the Patiala Market Committee over alleged non-payment of market fee and RDF on barley purchases, which the company plans to challenge.
- Belrise Industries: Board approval for raising funds for an amount aggregating up to Rs 20,000 million by way of issuance of equity shares or any other equity-linked instrument
- UGRO Capital: Raised ₹40 crore through allotment of 141-day commercial papers, maturing on 20 November 2026.
- Utkarsh Small Finance Bank: ICRA downgraded the bank's subordinated debt and certificate of deposit ratings, citing weak asset quality and earnings profile based on FY26 financial performance.
- Coal India: Coal supplies to the power sector rose 5.9% YoY to 51.44 MT in June FY27 compared to month last year, while total supplies grew 7.5% YoY and FMC-based dispatches increased 23% in Q1 FY27.
- LG Electronics India: GST authorities dropped a proposed tax and penalty demand of Rs 116.72 crore related to alleged excess input tax credit claims for FY22, resulting in no financial impact on the company.
- Adani Enterprises: Signed an MoU with IHC Group's IRH to develop a Rs 1.08 lakh crore ($11.5 billion) integrated aluminium project in Odisha through a 50:50 joint venture.
- Motherson Sumi Wiring India: India Ratings affirmed the IND A1+ rating on the company's Rs 600 crore bank loan facilities.
- RailTel Corporation: Secured a Rs 16.20 crore contract from Haryana State Electronics Development Corporation for managing the Haryana State Wide Area Network (HSWAN) until December 2027.
- Jammu & Kashmir Bank: Entered into corporate agency agreements with SBI Life and HDFC Life to distribute and service their insurance products through its branch network.
- TVS Holdings: Company has subscribed has been allotted an additional 6.58 crore equity shares of Rs. 10 each in Home Credit India Finance, a subsidiary of the Company.
- Adani Enterprises: Opened its QIP on 2 July 2026 with a floor price of Rs 3,034.68 per share and an option to offer up to a 5% discount.
- Maruti Suzuki: Inaugurated its Kharkhoda plant with an initial capacity of 0.5 million vehicles annually, scalable to 1 million units, backed by a planned investment of Rs 35,000 crore.
- Avenue Supermarts: Q1 FY27 standalone revenue rose 15.13% YoY to Rs 18,343.49 crore, while the store network expanded to 503 stores.
- India Glycols: Wholly owned subsidiary appointed IGL Spirits Manoj Kumar Rai as Chief Operating Officer.
- GSP Crop Science: Approved a scheme to merge wholly owned subsidiary Rajdhani Petrochemicals and demerge the manufacturing undertaking of wholly owned subsidiary GSP Intermediates into the company.
- Aditya Birla Fashion & Retail: NCLT approved the merger of wholly owned subsidiaries Jaypore E-Commerce and TG Apparel & Decor with ABFRL.
- Premier Energies: Approved incorporation of a wholly owned subsidiary to undertake battery energy storage, battery cell, battery materials and related technology businesses.
- BLS E-Services: Completed the 100% acquisition of Atyati Technologies for Rs 156.82 crore.
- Titagarh Rail Systems: Partnered with TuTr Hyperloop to develop indigenous Hyperloop-enabled freight transportation solutions for India.
- Indiabulls: Shareholders approved the preferential issue of warrants worth Rs 1,000.07 crore convertible into equity shares.
- HFCL: CARE Ratings upgraded multiple bank facility ratings of material subsidiary HTL Limited and assigned a Positive outlook, citing improved operational and financial performance.
- Centrum Capital: Acquired the remaining 0.0024% stake in Centrum Financial Services, making it a wholly owned subsidiary.
- OneSource Specialty Pharma: USFDA completed a cGMP inspection of its Bengaluru Sterile Product Division facilit and issued one observation, company will respond within the prescribed timeline.
- Sanghvi Movers: CARE Ratings assigned CARE A- (Stable) / CARE A2+ ratings to Rs 250 crore bank facilities of wholly owned subsidiary Sangreen Future Renewables.
- LG Electronics India: GST authorities dropped a proposed demand of Rs 116.72 crore related to alleged excess ITC claims for FY22.
- Sanstar: NSE grants in-principle listing approval for 18,024,157 preferential equity shares on July 2, 2026.
- Sterlite Tech: STL raises INR 1500 Cr through Qualified Institutions Placement
- Sandhar Technologies: Executed a Share Subscription Agreement with Hero Rooftop Energy Pvt Ltd and Clean Renewable Energy HR 1B Pvt Ltd (SPV) to acquire a minimum 26% stake in the SPV for Rs. 1.63 crore.
- PB Fintech (Policybazaar): Invested Rs. 13 crore in wholly-owned subsidiary PB Pay Pvt Ltd, as part of the previously approved Rs. 20 crore capital infusion, to support expansion and RBI-mandated capital requirements for its payment aggregator business.
- Manorama Industries: Successfully closed its QIP, allocating 34.01 lakh equity shares at Rs. 1,470 per share, raising approximately Rs. 500 crore.
- Capri Global Capital: Acuite Ratings upgraded the company's bank loan facilities and NCD ratings to ‘ACUITE AA+ Stable' from ‘ACUITE AA Stable'
- BPCL: Step-down subsidiary BPRL Ventures BV increased its stake in Brazil-based IBV Brasil Petroleo Limitada from 60.86% to 100% by acquiring the remaining 39.14% stake for Rs. 2,312 crore.
- Inventurus Knowledge Solutions: Reduced TruBridge acquisition financing to $635 million from $670 million and approved additional security arrangements involving Healthcare Resource Group and other subsidiaries.
- Dr. Agarwal's Health Care: Shareholders approved the proposed amalgamation of Dr. Agarwal's Eye Hospital with Dr. Agarwal's Health Care.
- Texmaco Rail & Engineering: Secured a Rs 26.56 crore signalling and Kavach works contract from South Central Railway, taking the Infra Rail & Green Energy order book to Rs 1,159.94 crore.
- Mphasis: Company re-appointed Nitin Rakesh as the Chief Executive Officer and Managing Director of the Company, for a period of five consecutive years.
- Stove Kraft: Board of Directors appointed former MD Chandru Kalro as Additional Director and Vice Chairperson, subject to shareholder approval.