GIFT Nifty
The GIFT Nifty, an early indicator for the benchmark Nifty 50, was up 0.26% at 24,872 as of 6:54 a.m. Global cues remained mixed, with US S&P 500 futures rising 0.08%, while European Euro Stoxx 50 futures slipped 0.06%.
India Market Recap
Indian equity benchmarks witnessed profit booking on Tuesday after the recent rally, with weakness in IT and metal stocks weighing on sentiment. The NSE Nifty 50 declined 1.16% to close at 23,824.10, while the BSE Sensex fell 1.16% to settle at 76,200.68. Apart from sector-specific weakness, concerns over softer business activity data and an uneven monsoon also impacted investor sentiment, leading to broad-based selling across the market. On the technical front, Nifty support is placed in the 23,600–23,700 zone, while resistance is seen between 23,900 and 24,000.
US Market Recap
Wall Street opened sharply lower on Tuesday as the technology-led selloff that began earlier in the week intensified across global markets. The S&P 500 opened 1.54% lower at 7,358.50, while the technology-heavy Nasdaq Composite fell 2.21% to 25,598.41 amid continued weakness in large-cap technology stocks. The Dow Jones Industrial Average also declined nearly 300 points, opening 0.59% lower at 51,428.06. Investors remained cautious amid concerns over elevated valuations in technology stocks and uncertainty surrounding the global economic outlook.
Asian Market Update:
Asian markets traded on a mixed note on Wednesday as investors looked for signs of stabilization in technology stocks following the sharp selloff on Wall Street. South Korea's Kospi rebounded strongly, rising 4.02% after witnessing steep losses in the previous session. Japan's Nikkei 225 slipped marginally by 0.06%, while Australia's ASX 200 remained largely unchanged, gaining 0.01%. Market participants continued to assess global growth prospects and monitor developments in major technology stocks.
Commodity Check
Crude oil prices continued to decline on Wednesday amid signs of progress in US-Iran peace negotiations, raising hopes of improved global crude supplies. Brent crude traded 0.17% lower at $76.47 per barrel after falling 1.1% in the previous session. US West Texas Intermediate (WTI) also settled 0.9% lower at $73.21 per barrel. The continued decline in oil prices is likely to support global growth and ease inflationary pressures, particularly for oil-importing economies such as India.
Stocks In News
- HPCL: Achieved a massive infrastructure milestone as the mega HPCL Rajasthan Refinery successfully declared its Commercial Operation Date (COD) on June 22. This hyper-scale refining and petrochemical project marks a major structural shift for HPCL, paving the way for higher-margin petroleum derivatives and localized product supply lines across northern India.
- IRFC: The government has formally announced an Offer for Sale (OFS) to divest up to a 2% stake (26.1 crore shares) in the state-run railway financier. The base size is set at 13.1 crore shares with an oversubscription green-shoe option for an equal amount. Crucially, the floor price has been locked at Rs 91 per share, presenting a distinct regulatory calibration against prevailing market prices. Non-retail bidding opens tomorrow, with retail blocks joining on Thursday.
- Honasa Consumer: The parent company of Mamaearth is aggressively executing its inorganic health and pharma expansion. The board approved the acquisition of a 58% majority stake in Fluence Pharma for an enterprise value of Rs 135 crore, with an agreement to absorb the remaining 42% over the next 5–7 years. Concurrently, the firm has incorporated a new B2C subsidiary, Honasa Health, to launch its proprietary, high-margin nutraceuticals vertical.
- NTPC: Its subsidiary, Patratu Vidyut Utpadan Nigam Ltd (PVUNL), has officially declared the commercial operations of Unit-2 of the Patratu Super Thermal Power Project in Jharkhand. The unit injects a massive 800 MW of high-efficiency super-critical power capacity into the grid, reinforcing NTPC's baseline power supply metrics.
- REC & PFC: The structural transformation of India's state-backed power sector financing is entering its final countdown. The board of REC is officially scheduled to meet on June 28 to formally consider and vote on the final scheme of amalgamation and merger with Power Finance Corporation (PFC).
- Tata Power: Received a significant operational extension as the Ministry of Power extended the validity of its Section 11 directions under the Electricity Act, 2003, up to September 30. The regulatory mandate forces the full-capacity operation of its ultra-mega power plant (UMPP) at Mundra, ensuring cost-plus tariff compensation amidst high seasonal power demands.
- Rashi Peripherals: Signed a definitive pact to acquire a 67% controlling stake in VDA Infosolutions for a consideration of Rs 369 crore. The acquisition sharply diversifies Rashi's traditional distribution capabilities into enterprise IT solutions, data center management, and next-generation enterprise hybrid cloud infrastructures.
- NLC India: Entered into a strategic green-energy MoU with oil marketing giant Indian Oil Corporation (IOCL). The parties will establish a formal Joint Venture to co-develop large-scale renewable energy power plants across Tamil Nadu, pooling land assets and power evacuation logistics.
- Bajaj Auto: Disclosed that its IT infrastructure, alongside certain networks of its subsidiaries, was recently hit by a localized ransomware attack. The management clarified that its cybersecurity protocols and rapid containment frameworks successfully mitigated the threat promptly, with zero impact on baseline manufacturing operations or supply chain links. Separately, its core financing arm approved the private placement of 50,000 NCDs to raise Rs 500 crore.
- Satin Creditcare: The microfinance institution's board has approved an enabling resolution to raise up to Rs 5,000 crore through the multi-tranche issuance of Non-Convertible Debentures (NCDs) to support its rural credit book expansion.
- Wipro: Sealed a comprehensive global cyber defense solution partnership with cybersecurity giant Palo Alto Networks. Separately, the firm extended the timeline for completing its asset and customer contract acquisition of Alpha Net Consulting to September 30, pushing it back from the initial June 30 target.
- Infosys: Formed a long-term AI managed services pact with global semiconductor leader GlobalFoundries. Under the contract, Infosys will deploy its proprietary AI architecture to deliver end-to-end, automation-led managed services to optimize GlobalFoundries' manufacturing workflows.
- PI Industries: Substantially strengthened the equity structure of its high-growth pharma intermediate segment by converting Rs 1,000 crore worth of Optionally Fully Convertible Debentures (OFCDs) held in its arm, PI Health Sciences, into 72.46 crore fresh equity shares at Rs 13.8 per share.
- Tanfac Industries: Formally approved its Placement Document and opened a fresh QIP issue to raise capital, locking in the floor price at Rs 2,090.34 per share to fund its ongoing specialty chemical capacity expansions.
- City Union Bank: The board has approved a capital-raising framework to pull in up to Rs 500 crore via a Qualified Institutions Placement (QIP) route.
- Yes Bank: Scheduled a crucial board meeting on June 29 to comprehensively consider, review, and approve various avenues for raising fresh equity or hybrid capital.
- Power Grid: Announced a dual financial management agenda for its upcoming June 26 board meeting, where it will evaluate both the issuance of fresh domestic debentures and a potential External Commercial Borrowing (ECB) program of up to $500 million.
- PFC: Continuing its active capital-market deployments, the non-banking finance giant successfully issued dollar-denominated senior secured notes worth $300 million maturing in 2031.
- IRCTC: Announced that the government has accepted the resignation of CMD Sanjay Jain, who stepped down citing personal grounds.
- Balakrishna Industries: Announced the formal resignation of its Deputy CFO, Ravi Narayan Joshi, from his executive financial role.
- Karur Vysya Bank: Orchestrated a top-tier executive rotation, appointing its current Chief Financial Officer, Ramshankar R, to take charge as the private bank's new Chief Operating Officer (COO) effective October 15.
- Garden Reach Shipbuilders: Emerged as the lowest (L1) bidder for a state-backed contract valued at Rs 40 crore to supply one 15-ton Electric Bollard Pull Tug, maintaining its robust order pipeline.
- Solarium Green Energy: Secured an engineering milestone by winning a Rs 186 crore solar EPC subcontract to build solar infrastructures across Maharashtra.
- Godawari Power & Ispat: Declared the successful commencement of commercial operations at its brand new 6.91 MW clean energy power plant located in Raipur.