GIFT Nifty
The GIFT Nifty, an early indicator for the benchmark Nifty 50, is up 0.39% at 23,970 as of 6:34 am. Equity-index futures for the US (S&P 500) and Europe (Euro Stoxx 50) rose 0.07%. and 0.95% respectively.
India Market Recap
Indian equity benchmarks witnessed their sharpest single-day decline since March 30 after US President Donald Trump announced that the ceasefire with Iran had ended, triggering a broad risk-off sentiment across global markets. The NSE Nifty 50 plunged 516.65 points, or 2.12%, to close at 23,882.05, while the BSE Sensex dropped 1,677.12 points, or 2.15%, to settle at 76,503.60. Selling pressure was broad-based as investors reacted to escalating geopolitical tensions and rising crude oil prices. On the technical front, Nifty support is placed in the 23,700–23,800 range, while resistance is seen between 24,000 and 24,100.
US Market Recap
Wall Street opened sharply lower on Wednesday as renewed geopolitical tensions weighed on investor sentiment after US President Donald Trump warned of fresh military strikes on Iran. The Dow Jones Industrial Average fell nearly 600 points, or over 1%, shortly after the opening bell to 52,394.48. The S&P 500 declined 0.55% to 7,464.53, while the technology-heavy Nasdaq Composite slipped 0.35% to 25,733.94. Investors shifted toward safer assets amid concerns that further escalation in the Middle East could impact global growth and inflation.
Asian Market Update:
Asian markets traded on a mixed note on Thursday as investors assessed the renewed tensions between the US and Iran alongside rising oil prices. South Korea's Kospi rebounded strongly after slipping into bear market territory in the previous session, gaining 2.92%, while the small-cap Kosdaq advanced 1.28%. Japan's Nikkei 225 rose 1.17%, and the broader Topix added 0.20%. In contrast, Australia's ASX 200 declined 0.83%, reflecting cautious sentiment across the region.
Commodity Check
Crude oil prices extended their rally on Thursday after the United States carried out a second consecutive day of strikes on targets in Iran, raising concerns over potential disruptions to Middle East energy supplies. Brent crude climbed as much as 1.4% to trade above $79 per barrel, following a gain of more than 5% in the previous session. US benchmark West Texas Intermediate (WTI) traded near $74 per barrel, taking its cumulative gain over the past two sessions to more than 6% as geopolitical risks continued to support energy prices.
Stocks In News
- Greenpanel Industries: ICRA reaffirmed the company's long-term bank facility rating at [ICRA] A+ (Negative) and short-term rating at [ICRA] A1+
- Craftsman Automation: Approved investment of Rs. 3.36 crore in Solarcraft Power India 24 Private for a 26% stake under captive consumption norms to procure 7 MW solar power for its manufacturing operations
- SML Isuzu: June 2026 commercial vehicle sales rose 4.9% YoY to 1,896 units from 1,807 units, production increased 2.7% YoY to 1,587 units from 1,546 units; exports declined 46.9% YoY to 34 units from 64 units.
- NALCO & NLC India: Signed a joint venture agreement with NLC India to form a 50:50 JV for development of a 1,080 MW (4x270 MW) captive thermal power plant at Angul, Odisha, to support NALCO's aluminium smelter expansion project.
- IRB Infrastructure: June 2026 toll collections rose 28% YoY to Rs. 808 crore from Rs. 631 crore
- Graphite India: Decided to discontinue and close its Graphite Specialities and Coating divisions in Germany due to the prolonged impact of the Russia-Ukraine war and weak demand; the affected businesses contributed about 4% of FY26 turnover and closure is expected over the next six months.
- CEAT: Approved investment of up to Rs. 2.74 crore in wholly owned subsidiary Tyresnmore Online Private through a rights issue.
- KP Energy: Commissioned 50.4 MW wind power project comprising 16 Suzlon wind turbines (3.15 MW each) at Vanki, Kutch, Gujarat for NTPC Renewable Energy ; the project achieved commercial operation from July 8, 2026.
- Jain Resource Recycling: WOS Jain Green Technologies Private commissioned the second furnace of its Copper Anode production line at the Gummidipoondi, Tamil Nadu facility.
- Suven Life Sciences: Allotted 1.86 crore equity shares on conversion of warrants, raising Rs. 248.84 crore; approved incorporation of wholly owned Singapore subsidiary Suven Neurosciences Pte. Ltd. with planned investment of up to USD 100 million.
- S H Kelkar and Company: Q1 FY27 consolidated revenue increased 13.7% YoY to Rs. 660 crore; gross margins remained stable and net debt stood at Rs. 864 crore.
- Jagsonpal Pharmaceuticals: Completed acquisition of 77.21% equity stake in Aequitas Healthcare Private against the proposed acquisition of 85% stake.
- HFCL: Launched the OptiQ AI™ brand for its end-to-end optical connectivity portfolio targeting AI, cloud and hyperscale data centres, unifying products such as optical fibre cables, assemblies, patch cords, trunks, cassettes and enclosure panels under a single platform.
- Man Infraconstruction: Acquired a 26% stake in newly incorporated Yogayatan Paradip SQB Terminal Private by subscribing to 13 lakh equity shares for Rs. 1.3 crore.
- 63 moons technologies: Subsidiary Ticker invested Rs. 10.08 crore in its wholly owned subsidiary Three O Verse Global IT Services LLC, UAE, through subscription of 3,843 equity shares to fund working capital requirements.
- TVS Motor Company: Partnered with Indian Oil Corporation to deploy TVS King Kargo HD vehicles across IndianOil's LPG distributor network for sustainable last-mile LPG cylinder delivery, supporting cleaner and more efficient commercial mobility.
- Aditya Infotech (CP Plus): Avathon Inc. and SparkCognition India Private Limited initiated arbitration proceedings before the ICC alleging breach of contract; the claim amount is Rs. 47.5 crore and 18% interest.
- Swan Defence and Heavy Industries: Brickwork Ratings withdrew the credit ratings assigned to the company's fund-based and non-fund-based bank facilities at the company's request after receiving no-objection certificates from lenders.
- Welspun Enterprises: Sandeep Garg, Managing Director, assumed interim leadership of the Water vertical operations.
- Tata Steel: Q1 FY27 India crude steel production rose 11% YoY to 5.82 million tonnes and deliveries increased 9% YoY to 5.17 million tonnes; Automotive & Special Products and Branded Products & Retail achieved best-ever Q1 volumes. Tata Tiscon volumes grew 33% YoY and Tata Steelium volumes rose 41% YoY.
- Ventive Hospitality: Approved acquisition of 100% equity and preference share capital of Kelzai Eco Reserves Private Limited for Rs 281.88 crore; the acquisition provides access to 420 acres of resort property in the Mumbai Metropolitan Region for expansion into the luxury resort and branded villa segment.
- Indian Bank: Shareholders approved raising up to Rs 5,000 crore (including premium) through QIP, FPO, or Rights Issue.
- United Spirits: Closed operations at its Hyderabad manufacturing unit effective July 8, 2026 after receiving approval from the Telangana Excise Department for transfer of the unit's excise licence.
- S P Apparels: Issued a corporate guarantee of Rs 12.51 crore to HSBC UK Bank PLC as security for a term loan availed by wholly owned subsidiary S P Apparels (UK) P Limited; the company stated there is no financial impact other than disclosure as a contingent liability.
- Phoenix Mills: Q1 FY27 retail consumption grew 32% YoY to Rs 4,727 crore; office occupancy improved to 72% from 70% in Mar. 2026 with leasing of 1.9 lakh sq ft. Residential sales stood at Rs 64 crore and collections at Rs 51 crore.
- DEE Development Engineers: Allotted 59.76 lakh equity shares at Rs 502 per share on a preferential basis, raising Rs 300 crore
- of India: SBI Funds Management filed the red herring prospectus for its IPO comprising an offer for sale of up to 20.37 crore shares (10.00% stake), including sale of 12.83 crore shares (6.30% stake) by SBI and 7.54 crore shares (3.70% stake) by Amundi India Holding; the issue opens on July 14, 2026 and closes on July 16, 2026.
- JSW Energy: Commissioned 1,081 MW renewable energy capacity since Apr. 2026, taking total installed capacity to 14,535 MW; renewable capacity now accounts for 61% of the portfolio, and the company remains on track to add 3 GW renewable capacity in FY27.
- Religare Enterprises: Subsidiary Care Health Insurance allotted 74.80 lakh equity shares under its rights issue at Rs 160 per share (premium Rs 150). Raised Rs 119.69 crore; proceeds will be used for expansion and statutory solvency requirements.
- TANFAC Industries: Reduced the size of its proposed preferential issue from Rs 173.49 crore to Rs 99.41 crore after promoter Anupam Rasayan India Ltd. revised its subscription commitment.
- National Securities Depository Limited: Received SEBI approval to invest an additional Rs. 20 crore in India International Bullion Holding IFSC Limited, while maintaining its 20% stake.