GIFT Nifty
The GIFT Nifty, an early indicator for the benchmark Nifty 50, was up 0.60% at 24,118 as of 7:10 a.m. Positive global cues supported sentiment, with US S&P 500 futures rising 0.42% and European Euro Stoxx 50 futures gaining 0.19%.
India Market Recap
Indian equity benchmarks staged a strong recovery on Wednesday, recouping most of the losses recorded in the previous session. The rebound was aided by a sharp decline in crude oil prices, with Brent crude falling below pre-US-Iran conflict levels and easing concerns over inflation and India's import bill. The NSE Nifty 50 advanced 197.55 points, or 0.83%, to close at 24,021.65, while the BSE Sensex gained 790.54 points, or 1.04%, to settle at 76,991.22. Investor sentiment improved as easing geopolitical tensions and lower energy prices boosted risk appetite. On the technical front, Nifty support is placed in the 23,800–23,900 range, while resistance is seen between 24,100 and 24,200.
US Market Recap
Wall Street ended higher on Wednesday as technology stocks rebounded following a two-day selloff and declining oil prices improved overall market sentiment. The S&P 500 opened 0.48% higher at 7,401.10, while the technology-heavy Nasdaq Composite gained 0.57% at the open to 25,746.36. The Dow Jones Industrial Average also edged higher, opening nearly 50 points up at 51,703.37. The recovery in chip stocks provided significant support to broader markets, helping investors look past recent concerns over global growth and geopolitical tensions.
Asian Market Update:
Asian markets opened sharply higher on Thursday, led by strong gains in South Korea and Japan, as investors reacted positively to easing tensions in the Middle East and improving global market sentiment. South Korea's Kospi surged 5.24%, while Japan's Nikkei 225 climbed 2.38% in early trade. However, Australia's ASX 200 edged 0.36% lower. The strong performance across regional markets reflects growing optimism that geopolitical risks may continue to recede.
Commodity Check
Crude oil prices extended their decline on Thursday, with Brent crude falling back to levels seen before the US-Iran conflict. Improving supply conditions and optimism surrounding a potential peace agreement between the US and Iran continued to weigh on prices. Brent crude declined more than 1.5% to around $72.4 per barrel, while US benchmark West Texas Intermediate (WTI) fell 1.4% to about $69.3 per barrel. The sustained decline in oil prices is expected to provide relief to inflation concerns and support economic growth, particularly for oil-importing countries such as India.
Stocks In News
- Tata Steel: In a major move to fortify its overseas balance sheet, the steel giant has infused Rs 1,625 crore into its wholly-owned subsidiary, T Steel Holding Pte (TSHP). The company acquired 199 crore shares at $0.086 per share. This capital injection is likely aimed at restructuring offshore debt and supporting the ongoing decarbonization transition at its European facilities.
- Jubilant Pharmova: Received a significant regulatory relief as the Income Tax Department substantially reduced the tax demand on its subsidiary from Rs 108 crore to just Rs 42 crore. This major reduction frees up contingent capital for the pharma major as it focuses on expanding its CDMO and radiopharma operations.
- ICICI Bank: The private sector lender has received crucial regulatory approval from the Reserve Bank of India (RBI) to acquire an additional 2% equity stake in its life insurance arm, ICICI Prudential Life Insurance. This move will allow the bank to consolidate its holding and strengthen its integrated financial services ecosystem.
- LIC: The state-owned life insurance behemoth announced the unexpected resignation of its Chief Financial Officer, Sunil Agarwal. Agarwal is stepping down to pursue better prospects, and his cessation will take effect from July 14, 2026.
- NLC India: Accelerating its clean energy transition, its subsidiary has entered into a joint venture agreement with the Odisha Renewable Energy Development Agency (OREDA). The JV will construct a massive 1,000 MW green energy project in Odisha, significantly expanding NLC's non-fossil fuel capacity profile.
- Embassy Developments: The real estate developer has signed a strategic Memorandum of Understanding (MoU) with the Uttar Pradesh government. The pact entails a heavy capital investment of Rs 1,500 crore to develop premium real estate projects in the high-growth Lucknow corridor.
- Bharat Forge: Continuing its inorganic expansion into defense and aerospace, its subsidiary has successfully completed the acquisition of a 90% controlling stake in RS Aerostructures. This acquisition strengthens Bharat Forge's value-added capabilities in aerostructure component manufacturing.
- Deccan Gold Mines: The company officially inaugurated its flagship Jonnagiri Gold Project in Kurnool, Andhra Pradesh. Marking a historic milestone for private-sector gold mining in India, the facility boasts an initial ore processing capacity of approximately 1,000 tonnes per day, shifting the company from an exploration phase to active commercial production.
- HCLTech: The IT services major announced a string of strategic partnerships: It tied up with global aviation fuel and diesel producer Neste for AI-led operational efficiency solutions; partnered with Nokia to provide specialized rApps for Nokia's Radio Access Network (RAN) portfolio; and signed an MoU with the Nagpur Municipal Corporation (NMC) to build technological sports opportunities.
- Signpost India: Secured a highly favorable ruling from the Karnataka High Court, which recognized the company's legal rights under its Public-Private Partnership (PPP) agreement. The court explicitly permitted the company to place advertisements near police booths and footpaths, directing the Bruhat Bengaluru Mahanagara Palike (BBMP) to honor the existing contract.
- IRFC: The government has decided to formally exercise its green-shoe oversubscription option to sell an additional 1% stake in the ongoing Offer for Sale (OFS) of the state-run railway financier.
- Clean Science and Technology: The specialty chemicals manufacturer will invest Rs 50 crore into its wholly-owned subsidiary, Clean Fino-Chem, via a rights issue. The funds will be deployed to accelerate ongoing capital expenditure for its new performance chemical capacities.
- Infosys: Announced a strategic cloud and AI partnership with Sentara Healthcare to drive digital transformation, aiming to optimize patient care delivery and healthcare operational frameworks.
- Raymond: The company formally clarified that media reports suggesting an imminent buyout of the German aerospace components firm Deharde are speculative. However, management noted that up to Rs 330.88 crore of the funds raised via its preferential issue have been strategically earmarked for potential future M&A activities.
- Jubilant FoodWorks: The master franchisee of Domino's Pizza in India has successfully revoked corporate guarantees amounting to €116 million that were previously extended to its Netherlands-based international subsidiary, streamlining its contingent liabilities.
- Electrosteel Castings: The company announced that the scheduled asset-integrity maintenance shutdown at its main Mini Blast Furnace (MBF) plant has concluded, with active commercial operations slated to resume on June 25.
- Reliance Industries: Its healthcare vertical, Karkinos Healthcare, crossed a major public health milestone by completing HPV DNA screening for over 1 lakh women, solidifying its presence in the preventive oncology and genomic screening space.
- Vikram Solar: The National Company Law Appellate Tribunal (NCLAT) has granted an interim stay on the ongoing insolvency proceedings against the solar module manufacturer, explicitly barring the Interim Resolution Professional (IRP) from taking any further steps until the next scheduled hearing.
- Jana Small Finance Bank: The bank successfully allotted 88.43 lakh convertible warrants to a cohort of institutional and private investors, enhancing its Tier-1 capital buffers to support mid-term credit growth.
- BASF India: Shareholders have overwhelmingly approved the structural demerger of the Agricultural Solutions business from the parent corporate entity, paving the way for focused value unlocking.
- Waaree Energies: Its Australian subsidiary, Waaree Renewable Energies Australia, has been voluntarily deregistered by the Australian Securities & Investments Commission (ASIC) and ceased to be an arm of the company effective June 10.
- CreditAccess Grameen: The microfinance lender's board approved the formal allotment of Non-Convertible Debentures (NCDs) worth Rs 325 crore on a private placement basis to reinforce its loan book liquidity.
- Medplus Health: Disclosed that a subsidiary received two regulatory suspension orders regarding the drug licenses of its pharmacy store located in Andhra Pradesh.
- Gujarat Energy / SPR Auto Tech: State-run Gujarat Gas will officially be renamed "Gujarat Energy", and Shriram Pistons & Rings will change its name to "SPR Auto Technologies", with both corporate identity shifts taking effect from July 1.
- Oberoi Realty: Clarified that recent reports of it receiving RERA approval for a 14.8-acre project in Gurgaon reflect only a procedural milestone - the project has been registered on the portal, but the final physical certificate and registration number are yet to be formally issued.
- Bharat Coking Coal: A Dhanbad court formally acquitted six officials accused in a mining safety case linked to the 2013 Jamunia accident, officially disposing of the litigation filed by the State of Jharkhand.
- Apar Industries & Shanti Gold: Both companies have scheduled critical board meetings on June 30 to deliberate and approve various capital fundraising options via equity or debt routes.
- Cipla: The pharma major has scheduled its board meeting for July 23 to consider and approve its Q1 FY27 financial results.