GIFT Nifty
The GIFT Nifty, an early indicator for the benchmark Nifty 50, was up 0.07% at 23,973 as of 6:33 a.m. Global cues remained mixed, with US S&P 500 futures declining 0.10%, while European Euro Stoxx 50 futures rose 0.24%.
India Market Recap
Domestic equity benchmarks Sensex and Nifty 50 ended lower on Monday, snapping their recent momentum after registering the longest weekly winning streak of 2026. Market sentiment turned cautious amid fresh geopolitical tensions involving the US, Israel and Iran, along with concerns over a weak monsoon. The correction also reflected profit booking after a sharp three-week rally, with analysts noting that the benefits of easing crude oil prices and measures supporting the rupee had already been largely priced in by the market. Weak global cues, particularly the technology-led selloff in US markets, also weighed on sentiment. On the technical front, Nifty support is placed in the 23,700–23,800 range, while resistance is seen between 24,150 and 24,250.
US Market Recap
Wall Street rebounded on Monday after a volatile week as technology stocks recovered and optimism improved following an agreement between the US and Iran to pause hostilities and allow the movement of vessels through the Strait of Hormuz. The S&P 500 opened 0.55% higher at 7,394.38, while the technology-heavy Nasdaq Composite gained 0.8% to open at 25,484.94. The Dow Jones Industrial Average also advanced 0.35% to 52,056.30. Technology stocks led the recovery, with Nvidia rising more than 1% and ending its five-session losing streak. However, Micron Technology extended its decline, falling more than 4%.
Asian Market Update:
Asian markets traded mostly higher on Tuesday, tracking gains on Wall Street. Japan's Nikkei 225 rose more than 1.4%, while the broader Topix index advanced 0.88%. South Korea's Kospi gained 1.17%, supported by strength in large-cap stocks, although the small-cap Kosdaq index declined 0.88%. Investor sentiment improved as easing geopolitical concerns boosted risk appetite across the region.
Commodity Check
Crude oil prices remained firm on Tuesday as investors closely monitored upcoming US-Iran negotiations in Doha. Brent crude for September delivery traded above $73 per barrel after rising 1.8% in the previous session, while US benchmark West Texas Intermediate (WTI) hovered near $70 per barrel. Market participants remained cautious after Iran indicated that it seeks a greater role in overseeing shipping through the Strait of Hormuz, highlighting continued differences ahead of negotiations. Despite ongoing diplomatic efforts, uncertainty surrounding one of the world's most important energy corridors continued to support oil prices.
Stocks In News
- Sterling and Wilson Renewable Energy: Secures landmark project in Egypt, received LoA for a 1,000 MWac capacity Solar PV project and 600 MWh Battery Energy Storage for $560 million.
- Central Bank of India: Company inaugurated its International Financial Services Centre (IFSC) Banking Unit (IBU) at Gujarat International Finance Tec-City.
- Axis Bank: Puneet Sharma, Chief Financial Officer of the Bank, has tendered his resignation.
- Jagsonpal Pharmaceuticals: Company has entered into a Share Purchase Agreement (SPA) to acquire 85% of the paid-up equity share capital of Aequitas.
- State Bank of India: Raised $300 million via 3-year senior unsecured floating rate bonds issued through its London branch.
- Samvardhana Motherson (SAMIL): Delayed completion of 28.15% stake acquisition in HR Dhauliganga (captive power SPV); now expected by Q4 FY27 (vs earlier Q1 FY27).
- RITES: Signed MoU with CONCOR to provide project management & consultancy services for development of logistics infrastructure.
- Coforge: Appointed Anup Nair as Chief AI Commercial Officer.
- Aditya Birla Capital: Allotted Rs 300 crore NCDs via private placement, with Rs 100 crore greenshoe option.
- Vikram Solar: NCLAT set aside NCLT insolvency admission order.
- Indian Bank: Confirmed adherence to applicable guidelines of SEBI CSCRF (Cybersecurity & Cyber Resilience).
- CESC: Subsidiary Purvah Green Power incorporated wholly owned subsidiary Purvah Energy Ventures.
- Krsnaa Diagnostics: ICRA reaffirmed credit rating at A (Stable) for long-term loans and A1 for short-term facilities.
- BSE: To directly handle international market data licensing from Jan. 1, 2027, replacing Deutsche Börse; no impact or disruption to clients.
- Tata Elxsi: Received Rs. 1.58 crore income tax demand notice (AY26) over tax credit mismatch.
- GNG Electronics: Director Ajay Pancholi acquired 77,000 shares via market purchases, increasing stake from 0.12% to 0.19%.
- SJVN: Signed PPAs with GUVNL for supply of power from hydro projects (66 MW, 210 MW, 382 MW) in Himachal Pradesh.
- Bandhan Bank: CFO Rajeev Mantri resigned to pursue another opportunity.
- EPACK Durable: Clarified CRISIL "issuer not cooperating" tag is due to discontinued engagement since Dec. 2024.
- Dishman Carbogen Amcis: Subsidiary Carbogen Amcis AG commissioned a 1.2 MW solar plant in Switzerland.
- Rolex Rings: Fixed July 3, 2026 as record date for Rs 180/per share buyback. Buyback size Rs 180 crore.
- eMudhra: ICRA reaffirmed credit rating at A (Stable)/A1 for bank facilities worth Rs 35 crore.
- Central Bank of India: Inaugurated IFSC Banking Unit at GIFT City, enabling foreign currency lending, trade finance, and global banking services for clients.
- Godavari Biorefineries: Commissioned 200 KLPD grain-based distillery with Rs 130 crore capex.
- Windlas Biotech: ICRA reaffirmed long-term rating at A+ (Stable) and upgraded short-term rating to A1+ for working capital facilities.
- Jagsonpal Pharmaceuticals: Company to acquire 85% stake in Aequitas Healthcare for Rs 20.8 crore, marking entry into the hospital segment.
- Indian Oil Corporation: India Ratings assigned AAA (Stable) long-term rating and A1+ short-term rating for bank facilities.
- Sterling & Wilson Renewable Energy: JV secured Rs 4,600 crore order in Egypt for 1,000 MW solar & 600 MWh storage project.
- Thangamayil Jewellery: ICRA reaffirmed credit rating at A+ (Stable) and A1 for short-term facilities.
- Pace Digitek: Subsidiary advancing BESS manufacturing expansion, with capacity rising to 5 GWh soon and targeted 10 GWh by Q3 FY27.
- Bannari Amman Sugars: Reported cybersecurity incident at Tamil Nadu distillery unit; issue resolved with no impact on operations.
- Maruti Suzuki: Received GST demand order of Rs 3.45 crore and Rs 3.45 crore penalty from West Bengal authority; company to appeal.
- Canara Bank: Government appointed Rakesh Kashyap as Deputy MD of NABARD till Jan. 31, 2029.
- WeWork India: Expanded Hyderabad centre capacity by 536 desks by leasing an additional 31,259 sq. ft.; to be operational in July 2026. Investment required Rs 9.8 crore.
- Electronics Mart India: Opened new multi-brand store in Gurugram spanning 6,250 sq. ft.
- Lumax Auto Technologies: Completed acquisition of remaining 15.97% stake in Lumax FAE, becoming a wholly owned subsidiary.
- Balkrishna Industries (BKT): Completed carbon black expansion, boosting capacity to 3.6 lakh MTPA; capacity addition of 95,000 MTPA. Also enhanced power capacity to 64 MW, with capacity addition of 24 MW.
- HDFC Bank: Board approved appointment of Rajiv Kumar as Independent Director (4 years from June 30, 2026) and proposed him as Part-time Chairman for 3 years.
- SIS: Approved buyback proposal of up to Rs 120 crore at a maximum of Rs 478.5 crore; extended tenure of Whole-time Director till April 2027.
- Powerica: Income tax demand revised higher to Rs 31.3 core (from Rs 30.28 crore); company is currently reviewing the order.
- South Indian Bank: Opening new branch in Manavalanagar, Thiruvallur (Tamil Nadu) on June 30, 2026.
- IRFC: Government approved appointment of Ranjay Choudhary as Director (Finance) for five years.