Wednesday, 12 August 2026

🇮🇳AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

Thyrocare Block Deal: ₹1,000 cr stake sale; 1.5 crore shares at ₹630-631 floor price

Tenneco Clean Air Block Deal: Promoter Tenneco Mauritius to sell 8% stake at ₹515/share
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Technically

Nifty 50 formed a sizable bearish candle with a minor lower shadow on the daily charts, indicating selling pressure amid range-bound trading. It fell marginally below the 23.6 percent Fibonacci retracement of the recent sharp rally but still traded well above all key moving averages. RSI fell to 56.1 and witnessed a bearish crossover, while the MACD inclined downward towards the signal line and the green bar on the histogram faded for the fourth consecutive session, all of which indicated a moderation in momentum and weakening buying strength.

Bank Nifty formed a bearish candle with a long lower shadow on the daily timeframe, indicating that buying interest emerged at lower levels. The index took support at the 50 percent Fibonacci retracement of the recent rally from the July low, as well as the 50-day EMA, and recovered from those levels to close off the day’s low with a 0.42 percent loss. The index closed below its short-term moving averages but remained above its medium- and long-term moving averages. The RSI declined to 49.95 and witnessed a negative crossover, while the MACD showed a bearish crossover, with the histogram turning red for the first time in the last five sessions. All these indicators point to a moderation in momentum and a shift towards sideways-to-bearish bias in the near term, although the recovery from key support levels suggests that buying interest remains at lower levels.
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F&O Cues

Nifty Aug futures is down 0.55% at a premium of 53 points.

Nifty Options 18th Aug Expiry: Maximum Call OI at 25,000 and Maximum Put OI at 24,000.  
                            
Securities in ban: Bandhan Bank, SAIL

Nifty PCR increased to 1.00 from 0.99.

India VIX fell 3.18 percent to 11.85 and remained below its short-term moving averages since July 27, signalling support for the bulls and low uncertainty in the market.
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Earnings Today

63 Moons Technologies, Abbott India, AIA Engineering, Apollo Hospitals, Arvind, Astral, Bliss GVS Pharma, Caplin Point Laboratories, DCX Systems, Dev Accelerator, EID Parry India, EMS, Eureka Forbes, Fiem Industries, Gujarat Fluorochemicals, GIC, Globe Civil Projects, GMR Airports, Gujarat Pipavav Port, Grasim Industries, GSFC, Hindustan Aeronautics, H.G. Infra, Hindustan Oil Exploration Company, Hindware Home Innovation, Hi-Tech Pipes, Indo Count Industries, India Glycols, Indian Hume Pipe Company, Indiqube Spaces, IRCON International, IRCTC, Jagran Prakashan, Jyothy Labs, Kirloskar Industries, La Opala RG, Man Infraconstruction, Marksans Pharma, MIDHANI, Motisons Jewellers, MTNL, National Fertilizers, Petronet LNG, Religare Enterprises, Sansera Engineering, Scoda Tubes, Shalby, Shringar House of Mangalsutra, Shriram Properties, SKF India, Somany Ceramics, Sudarshan Chemical Industries, Sun TV Network, Tasty Bite Eatables, Titagarh Rail Systems, Tata Motors, Vadilal Industries, Vesuvius India, VIP Industries, VA Tech Wabag, West Coast Paper Mills, Yatra Online.
_____
Earnings Post Market Hours

IFCI (Q1 FY27, Consolidated YoY)
Total income down 19.6% to Rs. 358 crore versus Rs. 445 crore.
Net profit down 16% to Rs. 33.5 crore versus Rs. 39.9 crore.


RHI Magnesita India (Q1 FY27, Consolidated YoY)
Revenue up 5.6% to Rs. 1,014 crore versus Rs. 960 crore.
EBITDA up 34.9% to Rs. 137.5 crore versus Rs. 101.9 crore.
EBITDA margin at 13.6% versus 10.6%.
Net profit up 83% to Rs. 64.6 crore versus Rs. 35.3 crore.

S.P. Apparels (Q1 FY27, Consolidated YoY)
Revenue down 0.6% to Rs. 401.1 crore versus Rs. 403.4 crore.
EBITDA up 16.1% to Rs. 61.4 crore versus Rs. 52.9 crore.
EBITDA margin at 15.3% versus 13.1%.
Net profit up 20.3% to Rs. 24.9 crore versus Rs. 20.7 crore.
Final dividend of Rs. 3 per share approved for FY26.
Approves stock split of 1 share into 5 shares.
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Stocks To Watch

JSW Dulux reported a 12.42% YoY decline in net profit to ₹79.7 crore for Q1CFY. Revenue declined 2.8% YoY to ₹965 crore.

Manappuram Finance reported net profit of ₹584.5 crore for Q1CFY, compared with ₹138.3 crore YoY. NII rose 28.1% YoY to ₹1,723.8 crore.

RHI Magnesita India reported an 83.2% YoY rise in consolidated net profit to ₹64.6 crore for Q1CFY, as margins improved despite higher input costs and pricing pressure. Revenue rose 5.6% YoY to ₹1,014 crore.

NBCC (India) reported a 17.2% YoY rise in net profit to ₹154.8 crore for Q1CFY, even as revenue declined 6% YoY to ₹2,259.5 crore.

Larsen & Toubro has entered into agreements with its wholly owned subsidiary Vyoma.AI Limited to transfer its Data Center and Cloud Services Business for ₹1,400 crore and divest its entire stake in L&T Network Services Private Ltd (LTNSPL) for ₹30 crore.

Electric 2W auto stocks (TVS Motor, Bajaj Auto, Hero MotoCorp, Ola Electric and Ather Energy) would be in focus after the government approved an additional ₹1,000 crore for electric 2Ws under its incentive framework, with benefits for the segment extended until March 2028.

HG Infra Engineering has received a LoA from the Department of Skill, Employment & Entrepreneurship, Government of Rajasthan, for the operation and management of the Industrial Training Institute (ITI) Bhiwadi Cluster under Component-I of the Pradhan Mantri Skilling and Employability Transformation through Upgraded ITIs (PM-SETU).

Clean Max Enviro Energy Solutions will issue a corporate guarantee of Rs. 92 crore for its subsidiary.

Landmark Cars signs an MoU with Tecso Charge Zone to offer wallet credits and other customer benefits.

Grasim Industries commences commercial production at its 50,000 MTPA CPVC resin plant in Gujarat.

Firstsource Solutions enters into a partnership with Cresta to deliver AI technology solutions.

GMR Power & Urban Infra board will consider raising up to Rs. 3,000 crore via QIP, bonds and other instruments on August 14.

Avenue Supermarts allots commercial paper worth Rs. 300 crore.

Natco Pharma board will consider fundraising via equity issuance on August 14.

Prestige Estates: CPPIB to invest up to Rs. 3,000 crore in Prestige Hospitality and acquire up to 28% stake.

Zydus Lifesciences arm Sentynl enters a pact with Mereo BioPharma for commercial and manufacturing rights of Alvelestat; Mereo eligible for up to USD 40 million under the agreement.

BEML receives a Rs. 184 crore order from HAL to supply Light Combat Helicopter fuselage aerostructures.

3M India fully resumes production and operations at its Ahmedabad plant after completing restoration activities.

KFin Technologies launches agentic AI solution ‘Klarity' to eliminate signature fraud in the BFSI segment.

Adani Ports arm Ocean Sparkle incorporates subsidiary Ocean Sparkle Offshore.

V-Mart Retail launches its 600th store.

Muthoot Microfin shareholders approve fundraising through private placement.

Manappuram Finance approves fundraising of up to Rs. 1 lakh crore via NCDs and other instruments.

SBI concludes issuance of USD 500 million senior unsecured notes.

Saatvik Green Energy secures a Rs. 400 crore order from an EPC player for supply of solar PV modules.

CAMS acquires the first tranche of Think founders' stake, raising its holding in Think to 77.7% for Rs. 18 crore.

Puravankara extends closure of the Rs. 145 crore Purva Ruby deal by 30 days.

HG Infra Engineering receives a LoA worth Rs. 241 crore from the Rajasthan government.

Escorts Kubota preponed the groundbreaking ceremony for its new greenfield manufacturing facility to August 19 from August 20.

Diamond Power Infrastructure secures Rs. 195 crore order from Rajesh Power Services for underground power cables.

ITI clarifies that it has signed a pact with Airtel Business to accelerate digital transformation, though the financial impact of the partnership is not yet quantifiable.

Omaxe arm receives a RERA certificate for a project in UP.

Dr Agarwal's Health Care Block Deal: TPG, Temasek to sell 11% stake at ₹500/share
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Wednesday, 5 August 2026

🇮🇳AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

RBI MAINTAINS REPO RATE UNCHANGED AT 5.25%
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Corporate Actions

Manipal Health Enterprises is set to make stock market debut today, August 05. The issue price is fixed at Rs. 590 per share.

VRL Logistics has approved the proposal to buy back up to 87,50,000 equity shares, representing up to 5.00% of equity shares, at a price of ₹320 per Equity Share for an aggregate amount of up to ₹280 Crores, on a proportionate basis through the “tender offer” route.

Dividend

05-Aug-26
MUNJALSHOW: Final Dividend - Rs. - 4.50
GOODYEAR: Final Dividend - Rs. - 26.50
ANUHPHR: Final Dividend - Rs. - 1.50
AUTOAXLES: Final Dividend - Rs. - 32.00
VAML: Interim Dividend - Rs. - 8.00
GANDHITUBE: Final Dividend - Rs. - 15.00
DISAQ: Final Dividend - Rs. - 200.00
INDAG: Final Dividend - Rs. - 1.50
BAYERCROP: Final Dividend - Rs. - 60.00
MATRIMONY: Final Dividend - Rs. - 5.00
SHREYANIND: Final Dividend - Rs. - 1.50
HYUNDAI: Final Dividend - Rs. - 21.00
AJANTPHARM: Interim Dividend - Rs. - 32.00
MUKESHB: Final Dividend - Rs. - 1.20
BAJAJINDEF: Final Dividend - Rs. - 2.00
BERGEPAINT: Dividend - Rs. - 4.00
FERMENTA: Final Dividend - Rs. - 3.75
UDS: Interim Dividend - Rs. - 1.00
SOMANYCERA: Final Dividend - Rs. - 2.00
BRIGADE: Final Dividend - Rs. - 2.00
SIKA: Final Dividend - Rs. - 3.50
IRB: Interim Dividend - Rs. - 0.05
ADFFOODS: Final Dividend - Rs. - 0.60
OAL: Final Dividend - Rs. - 0.50
TDPOWERSYS: Final Dividend - Rs. - 1.10

06-Aug-26
RANEHOLDIN: Final Dividend - Rs. - 47.00
HERCULES: Final Dividend - Rs. - 2.50
BLACKROSE: Interim Dividend - Rs. - 2.00
PRAJIND: Final Dividend - Rs. - 3.60
LUMAXIND: Final Dividend - Rs. - 55.00
BHARATGEAR: Final Dividend - Rs. - 1.00
INFOBEAN: Final Dividend - Rs. - 1.00
MINDTECK: Dividend - Rs. - 1.00
LUMAXTECH: Final Dividend - Rs. - 5.50
LINDEINDIA: Final Dividend - Rs. - 12.00
TASTYBITE: Final Dividend - Rs. - 10.00
BEMHY: Final Dividend - Rs. - 0.10
INVPRECQ: Final Dividend - Rs. - 1.00

IPO
Ardee Industries: Open: 05-Aug-26; Close: 07-Aug-26
LEAP India: Open: 07-Aug-26; Close: 11-Aug-26
Technocraft Ventures: Open: 07-Aug-26; Close: 11-Aug-26
Dhoot Transmission: Open: 10-Aug-26; Close: 12-Aug-26
Molbio Diagnostics: Open: 10-Aug-26; Close: 12-Aug-26

Buyback
---

Bonus Issue
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Stock Split
Jojo: Stock Split From Rs. 10/- to Rs. 5/-; Ex-Date: 07-Aug-26

Right Issue
Genesys International Corporation: Ex-Date: 06-Aug-26
Shanti Gold International: Ex-Date: 06-Aug-26
Minolta Finance: Open: 01-Aug-26; Close: 17-Aug-26

Open Offer
Bliss GVS Pharma: Open: 18-Jul-26; Close: 10-Aug-26
By: via 🇮🇳AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

Monday, 27 July 2026

🇮🇳AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

Mkt. Updates :

GIFT NIFTY +101 (23931) from last trade 23830

Nikkei -345 pts ,
Hangseng +31 pts ,



Dow +235.65 pts ,Nsdq -161.86 pts, S&P +3.68 pts , Bovespa -2681 pts , Ftse +97 pts , Dax +335 pts , Cac +73 pts , Crude @ $84.82 brl (-4.49) Brent @ $92.06 brl (-4.72) , Gold @ 4090.70 (+19.20), Silver @ $57.74 (+0.83), Euro @ $1.1392 , JPY @ $163.55 , INR @ 96.565

US GOVT. 10-YR YIELD : 4.64%


Today's Corporate Action, 27-07-26 Ex Date :
 
ARE&M    
Final Dividend - Rs. - 5.2000        
BIRLACABLE    
Final Dividend - Rs. - 1.2500        
CRISIL    
Interim Dividend - Rs. - 10.0000        
DEEPAKNTR    
Final Dividend - Rs. - 7.5000        
DLF    
Final Dividend - Rs. - 8.0000        
EVERESTIND    
Final Dividend - Rs. - 1.0000        
KCP    
Dividend - Rs. - 0.5000        
PERSISTENT    
Final Dividend - Rs. - 18.0000        
TATACAP    
Final Dividend - Rs. - 0.5700        
UNIVCABLES    
Dividend - Rs. - 4.5000        
VINDHYATEL    
Final Dividend - Rs. - 6.0000        
WIPRO    
Interim Dividend - Rs. - 2.0000              


Today's Board Meetings, 27-Jul-26 :*


Aastha Spintex Ltd    
Audited Results    
Abhishek Finlease Ltd    
Quarterly Results    
ACE Edutrend Ltd    
Quarterly Results    
Andhra Cements Ltd    
Quarterly Results    
Aeroflex Industries Ltd    
Quarterly Results    
Amarjothi Spinning Mills Ltd    
General;Quarterly Results    
Antelopus Selan Energy Ltd-$    
Quarterly Results    
Apt Packaging Ltd    
A.G.M.;General;Quarterly Results    
ASI Industries Ltd    
Quarterly Results    
Aurionpro Solutions Ltd    
Quarterly Results    
Balaji Amines Ltd-$    
Quarterly Results    
Bharat Electronics Ltd    
Quarterly Results    
Bhagyanagar India Ltd    
General;Quarterly Results    
BKM Industries Ltd    
Quarterly Results    
The Byke Hospitality Ltd    
General    
Canara Bank    
Quarterly Results    
CCL Products (India) Ltd    
A.G.M.;Quarterly Results    
Capri Global Capital Ltd    
Quarterly Results    
Cineline India Ltd    
General;Quarterly Results    
Coal India Ltd    
Interim Dividend;Quarterly Results    
Coforge Ltd    
Interim Dividend;Quarterly Results    
Digitide Solutions Ltd    
Quarterly Results    
Emkay Global Financial Services Ltd    
Quarterly Results    
Epigral Ltd    
Quarterly Results    
Everest Industries Ltd    
Quarterly Results    
Expleo Solutions Ltd    
Final Dividend    
Fairchem Organics Ltd    
Quarterly Results    
Gallantt Ispat Ltd    
General;Quarterly Results    
Godfrey Phillips India Ltd    
Quarterly Results    
Gravita India Ltd    
Quarterly Results    
Happiest Minds Technologies Ltd    
Quarterly Results    
HMT Ltd    
Audited Results    
Home First Finance Company India Ltd    
General;Quarterly Results    
Housing & Urban Development Corporation Ltd    
Interim Dividend;Quarterly Results    
Icon Facilitators Ltd    
Employees Stock Option Plan    
IFB Agro Industries Ltd    
Quarterly Results    
Ishaan Infrastructures and Shelters Ltd    
General;Quarterly Results    
Indus Towers Ltd    
Audited Results;Quarterly Results    
JK Paper Ltd    
Quarterly Results    
Kanpur Plastipack Ltd    
General;Quarterly Results    
Kisan Mouldings Ltd-$    
Quarterly Results    
Lords Chloro Alkali Ltd    
Quarterly Results    
Manba Finance Ltd    
Interim Dividend;Quarterly Results    
Mishka Exim Ltd    
Quarterly Results    
Money Masters Leasing & Finance Ltd    
Quarterly Results    
Mold-Tek Packaging Ltd    
Quarterly Results    
Nelcast Ltd    
Quarterly Results    
NESCO Ltd    
Quarterly Results    
Naturewings Holidays Ltd    
A.G.M.;Employees Stock Option Plan;Final Dividend;General    
Northern Arc Capital Ltd    
Quarterly Results    
Panyam Cements & Mineral Industries Ltd    
Audited Results;Quarterly Results    
P N Gadgil Jewellers Ltd    
Quarterly Results    
Pro Clb Global Ltd    
Increase in Authorised Capital;General    
Ritesh International Ltd    
General;Quarterly Results    
R R Kabel Ltd    
Quarterly Results    
Sagar Cements Ltd-$    
Quarterly Results    
Seemax Resources Ltd
By: via 🇮🇳AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

Monday, 20 July 2026

🇮🇳AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

JPMorgan in Talks With 100 Multinationals for India Finance Hub

By Saikat Das and Siddhi Nayak, Bloomberg

July 17, 2026 at 9:30 AM GMT+8

- More than 100 companies have approached JPMorgan Chase & Co. to explore banking and payment solutions for corporate treasury operations in India's GIFT City.
- Clients approaching the bank include insurance companies and fintech firms, in addition to multinational firms, according to Guhaprasath Rajagopal, managing director and head of payments at JPMorgan India.
- The expansion in GIFT City is creating opportunities for banks to provide liquidity-management services, including physical pooling, cash concentration and notional pooling, said Rajagopal.

More than 100 companies have approached JPMorgan Chase & Co. to explore banking and payment solutions for corporate treasury operations in India’s GIFT City over the next 12 to 18 months, highlighting growing interest from multinational firms in the country’s financial hub.

“We haven’t seen anything like this before,” Guhaprasath Rajagopal, managing director and head of payments at JPMorgan India said in an interview. “Treasury centers are a major theme for GIFT City, and the ability to offer foreign-currency accounts alongside rupee capabilities provides an additional tailwind.”

Clients approaching the Wall Street bank also include insurance companies and fintech firms, he said.

The Gujarat International Finance Tec-City, known as GIFT City, is an initiative of Prime Minister Narendra Modi to position it as a global financial hub to rival Dubai or Hong Kong. The zone offers exemptions from certain taxes and regulatory restrictions, making it more attractive for international capital raising.

Banking assets in the hub based in Modi’s home state doubled to more than $100 billion as of September compared with two years earlier. The interest is being driven by incentives, including a 20-year tax holiday that came into effect in April.

Guhaprasath RajagopalSource: JPMorgan
There are 10 corporate treasury centers already operational in GIFT City. Those include AMNS Global Treasury Centre IFSC and Amefird Treasury, according to the International Financial Services Centres Authority, the regulator.

The next wave is expected to be dominated by multinational companies.

“Significant internal evaluation is underway at corporates, particularly among multinational firms,” said Rajagopal.

The expansion is creating opportunities for banks to provide liquidity-management services, an increasingly important business as global companies seek to centralize cash and funding operations.

JPMorgan offers services including physical pooling, cash concentration and notional pooling, Rajagopal said. Physical pooling consolidates cash balances from subsidiaries into a central account, while notional pooling offsets balances across multiple accounts without physically moving funds.

“Companies across the world want to optimize borrowing costs and deploy surplus cash efficiently, particularly when commodity prices remain volatile,” said the managing director.

— With assistance from Saket Sundria

https://www.bloomberg.com/news/articles/2026-07-17/jpmorgan-in-talks-with-100-multinationals-for-india-finance-hub
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🇮🇳AlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

Thyrocare Block Deal: ₹1,000 cr stake sale; 1.5 crore shares at ₹630-631 floor price Tenneco Clean Air Block Deal: Promoter Tenneco Mauritiu...