GIFT Nifty
The GIFT Nifty, an early indicator for the benchmark Nifty 50, was up 0.34% at 24,181.5 as of 6:33 a.m. However, global cues remained mixed, with US S&P 500 futures declining 0.12% and European Euro Stoxx 50 futures falling 0.28%.
India Market Recap
Indian equity benchmarks resumed their upward momentum on Monday after witnessing a brief pause in Friday's session. The NSE Nifty 50 gained 89.80 points, or 0.37%, to close at 24,102.90, while the BSE Sensex advanced 291.17 points, or 0.38%, to settle at 77,094.07. Heavyweights such as Reliance Industries and HDFC Bank were among the key contributors to the gains, reflecting sustained buying interest in large-cap stocks. Investor sentiment remained supported by easing geopolitical concerns and improving global risk appetite. On the technical front, Nifty support is placed in the 23,800–23,900 range, while resistance is seen between 24,200 and 24,300.
US Market Recap
Wall Street traded on a mixed note on Monday as investors continued to assess the latest developments in negotiations between the US and Iran. The S&P 500 opened 0.24% higher at 7,517.3, while the Dow Jones Industrial Average gained nearly 250 points, or 0.49%, at the open. However, the technology-heavy Nasdaq Composite edged lower by 0.09% as investors remained cautious toward growth stocks after recent gains. Overall sentiment remained supported by hopes of further progress in diplomatic discussions.
Asian Market Update:
Asian markets traded lower on Tuesday as investors monitored ongoing US-Iran negotiations and assessed the impact of higher crude oil prices on the global economic outlook. South Korea's Kospi declined 1.50%, while Japan's Nikkei 225 slipped 0.59%. Australia's ASX 200 was largely unchanged, rising marginally by 0.05%. Market participants remained cautious amid uncertainty surrounding geopolitical developments and their potential implications for inflation and global growth.
Commodity Check
Crude oil prices remained largely steady on Tuesday after recording their sharpest decline in nearly a week during the previous session. Improving prospects for a peace agreement between the US and Iran have raised hopes that additional crude supplies could return to global markets. Brent crude traded near $78 per barrel after falling more than 3% in the previous session, while West Texas Intermediate (WTI) remained above $74 per barrel. Lower oil prices could provide support to global growth and help ease inflationary pressures.
Stocks In News
- JSW Infrastructure: The company launched a major fundraising campaign via a fresh QIP issue of up to 23 crore equity shares. The QIP opened on June 22 with a floor price fixed at Rs. 290.35 per share. Concurrently, the Sajjan Jindal Family Trust will execute a secondary stake sale of up to 3.3 crore shares through an Offer for Sale (OFS), positioning the company to fund upcoming port infrastructure concessions.
- Bharat Electronics: Secured substantial additional defense and electronics orders aggregating to Rs. 1,081 crore since May 25. The domestic pipeline highlights the company's strong execution momentum across state-backed radar, communication, and weapon systems integrations.
- Vodafone Idea: The board approved a targeted equity funding structure, moving to allot 430 crore warrants valued at Rs. 1,182 crore to Suryaja Investments. The warrants are priced at Rs. 11 per unit, strengthening the telecom major's capital cushion ahead of its upcoming 5G rollout cycles.
- Info Edge (India): In a comprehensive letter to shareholders, the tech investor disclosed that it has actively deployed Rs. 1,003 crore across 54 deeptech and artificial intelligence startups since 2020. The company reiterated its strong strategic preference for investing in companies domiciled in India with native Indian founders, having deployed a total of Rs. 4,900 crore across 135 multi-sector startups.
- Syrma SGS Technology: Entered into a strategic manufacturing agreement with Japan-based Kaga Electronics. Under the terms of the pact, the parties will establish a specialized Electronic Manufacturing Services (EMS) facility in India to cater to premium Japanese industrial and consumer electronics clients.
- Apar Industries: Expanding its footprint in the Middle East, its subsidiary (Apar Industries Middle East) entered into a comprehensive long-term base oil supply agreement with Saudi Aramco Base Oil Company (Luberef). Under the pact, Saudi Aramco will reliably supply base oils directly to Yanbu to fuel localized lubricant compounding.
- Birla Corporation: Announced a key structural milestone as its Bikram Coal Mine located in Madhya Pradesh formally commenced its commercial production of coal, expanding captive fuel security for its nearby cement manufacturing operations.
- Hindustan Zinc: Deepening its ESG commitments, the metals giant signed non-binding MoUs with Advantek Associates and Aero Eagle. The partnerships are structured to explore the adoption of green hydrogen and clean energy tech ecosystems across its mining and smelting zones.
- Network People Services Technologies (NPST): Secured a prestigious technology mandate from a Maharatna Public Sector company. Under the contract, the company will act as the core Technology Service Provider (TSP) to develop and manage a proprietary, hyper-scale UPI Third Party Application Provider (TPAP) ecosystem.
- Yash Highvoltage: Announced a targeted Rs. 151 crore preferential fundraise involving the issuance of 12.6 lakh equity shares and 8.3 lakh convertible warrants. The capital injection is systematically earmarked to support heavy manufacturing capacity expansion and accelerate the firm's strategic entry into the specialized 550 kV RIP Bushing segment.
- Acutaas Chemicals: Disclosed that the Gujarat GST department has initiated a formal multi-location search operation at the company's corporate head office and its main chemicals manufacturing facility in Surat.
- Timken India: Disclosed that the Ahmedabad High Court has upheld a lower labour court mandate ordering the engineering firm to reinstate and fully compensate an employee who was originally terminated in 1995, concluding a multi-decade industrial dispute.
- 63 Moons Technologies: Received a decisive governance nod as shareholders comprehensively approved the formal re-appointment of Devendra Agrawal as the company's Chief Financial Officer.
- GHV Infra: Secured a significant infrastructural sub-contract valued at Rs. 213 crore from GHV India to execute comprehensive engineering and composite works at a major railway coaching complex in West Bengal.
- Bandhan Bank: The private sector lender scheduled a board meeting on June 25 to evaluate, structure, and consider its comprehensive rolling medium-term capital plan.
- Lemon Tree Hotels: Continued its international hospitality expansion by signing a formal management license agreement to establish a premium new 85-room hotel property in Nepal.
- Hero MotoCorp: Extended its long-term strategic partnership with the Amaury Sport Organisation for another five years. Concurrently, the two-wheeler giant launched the 'India's Next Dakar Hero' program to scout and nurture native motorsport talent.
- Nava: Streamlined its international holding structures by approving the formal amalgamation of its two Singapore-incorporated subsidiaries, Nava Healthcare and Nava Global.
- Hind Rectifiers: Moving to unlock non-core capital, the company approved the sale of its non-operational Dehradun manufacturing plant for a total consideration of Rs. 5 crore.
- Nephrocare Health Services: The board approved providing a clean corporate collateral support facility worth Rs. 70 crore to its underlying operational arm, NephroPlus Kidney Services Company, in the Kingdom of Saudi Arabia.
- Restaurant Brands Asia: Strengthened the capital base of its Southeast Asian business by subscribing to redeemable, cumulative, non-convertible preference shares worth IDR 35 billion in its Indonesian subsidiary.
- Oswal Greentech: Formally expanded its international corporate footprint by incorporating a new wholly-owned subsidiary in Dubai, UAE, backed by an initial capitalization of AED 40 million.
- Likhitha Infrastructure: Moving to fund working capital lines, the board approved a proposal to raise up to Rs. 60 crore through the preferential issuance of 25 lakh equity share warrants.
- Power Finance Corp: Management streamlined its structural architecture as the Ministry of Corporate Affairs (MCA) officially struck off and dissolved its inactive infrastructure arm, Bihar Infrapower.
- Electronics Mart India: Expanded its retail network execution in the southern zone by commencing commercial operations at a brand new multi-brand electronics retail store in Telangana.
- Transrail Lighting: Announced that Deputy Managing Director Raman Rajagopalan has tendered his formal resignation from the company's executive board, effective July 31.