*Stocks in News*
*ACME:* Arm commissions a 110.336 MWh battery energy storage project in Rajasthan, taking ACME Suryodaya’s total commissioned BESS capacity to 952.96 MWh. (Positive)
*Ather:* Government to pump ₹200 crore into Ather as EV maker raises fresh funds (Positive)
*Paytm:* Company to consider a proposal for Issuance of Bonus Shares to the Shareholders of the Company, subject to necessary approvals in July 20 board meet. (Positive)
*Goldiam International:* Company has announced that recieved export orders amounting to ₹60 crores. (Positive)
*Raymond Realty:* Company announced its 8th major Joint Development Project in Mumbai, signing a Joint Development Agreement (JDA) for its maiden residential project in Parel. (Positive)
*Sambhv Steel Tubes:* Board approved raising up to ₹99.99 Cr via preferential issue of 86,95,400 warrants at ₹115 each (Positive)
*NTPC Green:* Ayana Renewable Power wins 50 MW wind project at ₹3.85/kWh Tariff. (Positive)
*ICICI Pru Life:* As per IRDAI regulations, there is no requirement for #Prudential to sell their stake in ICICI Prudential Life Insurance. (Positive)
*Commercial Syn Bags:* Company has successfully completed machine testing and commenced the trial run of its expanded manufacturing capacity at its Indore SEZ Unit-Techtex. (Positive)
*Mukand:* Company has signed a term sheet with AGP DC Infra for the sale of land parcels in Kalwa, Thane for Rs. 506 crore. (Positive)
*Himadri Speciality Chemical:* Q1 FY27 Net Profit at Rs. 228.5 crore vs Rs. 179 crore YoY. Revenue at Rs. 1,432 crore vs Rs. 1,118 crore YoY. (Positive)
*MRPL:* Q1 FY27 Net Profit at Rs. 945.7 crore vs loss Rs. 270.66 crore YoY. Revenue at Rs. 41608 crore vs Rs. 20988 crore YoY. (Positive)
*HDFC AMC:* Q1 FY27 Net Profit at Rs. 837.0 crore vs Rs. 747.0 crore YoY. Revenue at Rs. 1099.7 crore vs Rs. 968.2 crore YoY. (Positive)
*ONIX Solar:* Q1 FY27 Net Profit at Rs. 20.9 crore vs Rs. 7.3 crore YoY. Revenue at Rs. 95 crore vs Rs. 103 crore YoY. (Positive)
*Shera Energy:* Q1 FY27 Net Profit at Rs. 12.6 crore vs Rs. 7.1 crore YoY. Revenue at Rs. 487 crore vs Rs. 386 crore YoY. (Positive)
*Raghav Productivity:* Q1 FY27 Net Profit at Rs. 19.6 crore vs Rs. 11.7 crore YoY. Revenue at Rs. 86.9 crore vs Rs. 58.4 crore YoY. (Positive)
*Jana Small Finance Bank:* Q1 FY27 Net Profit at Rs. 155 crore vs Rs. 102 crore YoY. Net Interest Income (NII) at Rs. 783 crore vs Rs. 586 crore YoY. (Positive)
*Nuvoco Vistas:* QE Securities bought 9,750 shares at Rs 382.17 per share. (Positive)
*Mrs Bectors Food:* ABAKKUS bought 29.40 lakh shares at Rs 168.97 per share. (Positive)
*PC Jeweller:* HRTI Private Limited bought 2.33 crore shares at Rs 10.51/share. (Positive)
*Swiggy:* Instamart has launched LPG cylinder delivery in partnership with HPCL. (Positive)
*Adani Power:* Company has signed a 25-year Power Supply Agreement (PSA) with Maharashtra State Electricity Distribution Company Ltd. (MSEDCL) for a 1,600 MW ultra-supercritical thermal power plant. (Positive)
*HDFC Life Insurance:* Management aims to grow in line with or faster than the industry in FY27. The number of policies issued in Q1 registered double-digit growth, outperforming the industry. (Positive)
*India Pesticides:* Company has received European Union Technical Equivalence Approval for its fungicide product. (Positive)
*PC Jeweller:* Company has prepaid and cleared the outstanding debt of its fourth consortium bank, repaying all dues to 4 out of 14 lenders ahead of schedule. (Positive)
*Angel One:* Q1 FY27 Net Profit at Rs. 230 crore vs Rs. 114 crore YoY. Revenue at Rs. 1,430 crore vs Rs. 1,140 crore YoY. (Neutral)
*Sai SIlks:* Q1 FY27 Net Profit at Rs. 26 crore vs Rs. 30 crore YoY. Revenue at Rs. 375 crore vs Rs. 379 crore YoY. (Neutral)
*Jain Resource Recycling:* Company has received a factory safety order following the recent furnace accident. Operations at Unit-II will resume only after compliance with the prescribed corrective measures. (Neutral)
*Avio Smart Market Stack:* Company has revised its investment in Huwel Lifesciences Pvt. Ltd. to Rs. 7.50 crore, acquiring a 2.06% stake. (Neutral)
*HDB Financial Services:* Q1 FY27 Net Profit at Rs. 785 crore vs Rs. 567.7 crore YoY. Net Interest Income (NII) at Rs. 4,262 crore vs Rs. 3,831.5 crore YoY. (Neutral)
*Amara Raja Energy & Mobility:* Company has commissioned its Customer Qualification Plant (CQP) in Telangana with an investment of Rs. 500 crore. (Neutral)
*CSM Technologies:* Company’s wholly owned subsidiary has secured an international consultancy contract worth Rs. 3.21 crore from the Public Private Partnership Commission (PPPC), Malawi. (Neutral)
*Aye Finance:* Company to raise up to ₹4,000 Cr via NCDs. (Neutral)
*Exide Industries:* Invested Rs 100 crore in wholly owned subsidiary Exide Energy Solutions (Neutral)
*Maruti Suzuki:* Company will hold a Board Meeting on July 31, 2026, to approve the unaudited financial results for the quarter (Neutral)
*TVS Holdings:* Arm Home Credit buys Varthana Finance for Rs 967 crore (Neutral)
*HDFC Bank:* Bank has received RBI approval for the appointment of Rajiv Kumar as Part-time Chairman for a three-year term. (Neutral)
*GTPL Hathway:* Q1 FY27 Net Profit at Rs. 1.4 crore vs loss Rs. 13.9 crore QoQ. Revenue at Rs. 1015 crore vs Rs. 923 crore QoQ. (Neutral)
*Network 18:* Q1 FY27 Net loss at Rs. 38.4 crore vs Rs. 29.6 crore QoQ. Revenue at Rs. 520 crore vs Rs. 616 crore QoQ. (Neutral)
*RIIL:* Q1 FY27 Net Profit at Rs. 2.6 crore vs Rs. 3.1 crore YoY. Revenue at Rs. 8.6 crore vs Rs. 12.4 crore YoY. (Neutral)
*ICICI Lombard:* Q1 FY27 Net Profit at Rs. 403 crore vs Rs. 747 crore YoY. Revenue at Rs. 5950 crore vs Rs. 5136 crore YoY. (Neutral)
*Emmvee:* Q1 FY27 Net Profit at Rs. 380 crore vs Rs. 188 crore YoY. Revenue at Rs. 1555 crore vs Rs. 1028 crore YoY. (Neutral)
*DCX Systems:* Company has further invested ₹84.32 Cr in its associate & joint venture, ELTX Systems Private Limited, via a rights issue. (Neutral)
*Bharti Hexacom:* Company has fixed Friday, July 31, 2026, as the record date to determine eligible members for the final dividend payment of ₹18 per equity share for FY25-26. (Neutral)
*Adani Group stocks:* Gautam Adani denies any deal linked to dismissal of US criminal case in sworn affidavit: media sources. Adani denies any deal or promise behind US DOJ dropping criminal charges (Neutral)
*Shilpa Medicare:* Sridevi Khambhampaty resigned as CEO of subsidiary Shilpa Biologicals (Neutral)
*Gold Refining stocks:* Govt revises windfall tax on fuel exports, raising levies on diesel and ATF while lowering the tax on petrol exports, effective immediately. (Neutral)
*GMR Airports:* June Passenger Traffic Down 0.3% YoY, Aircraft Movements Down 2.4% YoY. (Neutral)
*SBI:* Bank appoints Sunil Agrawal as the Chief Financial Officer (Designate) Of the Co w.e.f. August 1, 2026. (Neutral)
List of stocks included in the short term ASM Framework: Swaraj Suiting. (Neutral)
List of stocks excluded from ASM Framework: Digitide Solutions and IFGL Refractories. (Neutral)
Circuit filter change from 5% to 20%: Gujarat Energy and Prime Focus. (Neutral)
*Mangalam Drugs & Organics:* Company has reported loan payment defaults of Rs. 9.51 crore to Bank of Maharashtra and Rs. 6.06 crore to Bank of Baroda, with delays exceeding 30 days. (Negative)
STOCKS WATCHLIST
ALL POSITIVES
Adani Power-Signed 25-year agreement with MSEDCL
Paytm-To consider bonus on July 20
Ather Energy-Launches Rs 1300cr QIP, floor price at Rs 1170
Himadri Speciality Chemical-Capex announcements
Powerica, NTPC Green-SECI order wins
ACME Solar-Commissions 110 MWh BESS project
India Pesticides – Fungicide received EU Technical Equivalence approval
Amara Raja-Commissioned new battery plant in Telangana
Embassy Development-Promoter pledge release
Mrs Bectors Food-Abakkus Investment buys
Jupiter Life Line Hospitals-HDFC MF buying
*Corporate Actions*
Laser Power & Infra is set to make stock market debut today, July 16. The issue price is fixed at Rs. 214 per share.
*Dividend*
*16-Jul-26*
ADOR: Final Dividend – Rs. – 23.00
CRAMC: Final Dividend – Rs. – 2.50
WINDLAS: Final Dividend – Rs. – 6.30
WEIZMANIND: Final Dividend – Rs. – 0.50
BAPACK: Final Dividend – Rs. – 1.00
BENARAS: Final Dividend – Rs. – 25.00
CRAFTSMAN: Final Dividend – Rs. – 11.25
COROMANDEL: Final Dividend – Rs. – 2.00
*17-Jul-26*
UNIENTER: Dividend – Rs. – 3.50
ZENSARTECH: Final Dividend – Rs. – 12.60
MAGADSUGAR: Final Dividend – Rs. – 12.50
AVADHSUGAR: Final Dividend – Rs. – 10.00
PFIZER: Final Dividend – Rs. – 75.00
GUJHOTE: Final Dividend – Rs. – 3.00
VEEDOL: Final Dividend – Rs. – 22.00
SONATSOFTW: Final Dividend – Rs. – 4.15
3MINDIA: Final Dividend – Rs. – 506.00
INDIANHUME: Dividend – Rs. – 5.00
DBOL: Final Dividend – Rs. – 1.50
NEWGEN: Final Dividend – Rs. – 6.00
DABUR: Final Dividend – Rs. – 5.50
JKLAKSHMI: Dividend – Rs. – 6.50
TTKHLTCARE: Final Dividend – Rs. – 10.00
POLYCHEM: Final Dividend – Rs. – 20.00
UPL: Final Dividend – Rs. – 6.00
HAPPSTMNDS: Final Dividend – Rs. – 3.65
BAJAJELEC: Final Dividend – Rs. – 3.00
SURYODAY: Final Dividend – Rs. – 1.50
CUMMINSIND: Final Dividend – Rs. – 46.00
WALCHPF: Final Dividend – Rs. – 1.00
DUNCANENG: Final Dividend – Rs. – 3.00
LUPIN: Final Dividend – Rs. – 18.00
SYMPHONY: Final Dividend – Rs. – 5.00
GUJARATPOLY: Final Dividend – Rs. – 0.50
20MICRONS: Final Dividend – Rs. – 1.25
BHARATSE: Final Dividend – Rs. – 1.50
BLUESTARCO: Final Dividend – Rs. – 8.50
ATUL: Final Dividend – Rs. – 30.00
ELGIEQUIP: Final Dividend – Rs. – 2.70
SHANTIGEAR: Final Dividend – Rs. – 2.00
SOMATEX: Final Dividend – Rs. – 0.50
RAJRATAN: Final Dividend – Rs. – 2.00
BHEL: Final Dividend – Rs. – 1.40
HONAUT: Final Dividend – Rs. – 110.00
SEALMATIC: Final Dividend – Rs. – 1.10
PUNJABCHEM: Final Dividend – Rs. – 3.00
SUMICHEM: Dividend – Rs. – 1.30
SHREECEM: Final Dividend – Rs. – 70.00
WABAG: Final Dividend – Rs. – 5.00
NH: Final Dividend – Rs. – 4.50
LMW: Dividend – Rs. – 35.00
ZYDUSWELL: Final Dividend – Rs. – 1.20
BIKAJI: Final Dividend – Rs. – 1.25
DHANUKA: Final Dividend – Rs. – 2.00
BALKRISIND: Final Dividend – Rs. – 4.00
KOTAKBANK: Final Dividend – Rs. – 0.65
HCLTECH: Interim Dividend – Rs. – 12.00
MRF: Final Dividend – Rs. – 229.00
APOLLOPIPE: Final Dividend – Rs. – 0.70
GCSL: Final Dividend – Rs. – 0.70
WENDT: Final Dividend – Rs. – 10.00
VMART: Final Dividend – Rs. – 1.00
SAFARI: Final Dividend – Rs. – 2.00
PRUDENT: Final Dividend – Rs. – 3.50
TCI: Final Dividend – Rs. – 1.00
SUNDRMBRAK: Final Dividend – Rs. – 0.65
MGEL: Final Dividend – Rs. – 0.01
BHATIA: Final Dividend – Rs. – 0.01
BRISK: Final Dividend – Rs. – 2.00
JUBLFOOD: Dividend – Rs. – 1.20
KIRLFER: Final Dividend – Rs. – 3.00
SKYIND: Final Dividend – Rs. – 1.00
*IPO*
SBI Funds Management: Open: 14-Jul-26; Close: 16-Jul-26
Alpine Texworld: Open: 14-Jul-26; Close: 16-Jul-26
Caliber Mining and Logistics: Open: 17-Jul-26; Close: 21-Jul-26
Cube Highways Trust: Open: 22-Jul-26; Close: 24-Jul-26
*Buyback*
—
*Bonus Issue*
Fredun Pharmaceuticals: Bonus Issue 2:1; Ex-Date: 16-Jul-26
Kalind: Bonus Issue 1:2; Ex-Date: 24-Jul-26
*Stock Split*
Indian Toners & Developers: Stock Split From Rs. 10/- to Rs. 2/-; Ex-Date: 17-Jul-26
Simplex Castings: Stock Split From Rs. 10/- to Rs. 2/-; Ex-Date: 20-Jul-26
Pondy Oxides & Chemicals: Stock Split From Rs. 5/- to Rs. 2/-; Ex-Date: 21-Jul-26
Kalind: Stock Split From Rs. 10/- to Rs. 2/-; Ex-Date: 24-Jul-26
*Right Issue*
Minolta Finance: Ex-Date: 17-Jul-26
Sumeet Industries: Open: 22-Jun-26; Close: 20-Jul-26
Ganga Forging: Open: 10-Jul-26; Close: 20-Jul-26
Consecutive Commodities: Open: 02-Jul-26; Close: 24-Jul-26
Marg Techno Projects: Open: 29-Jun-26; Close: 28-Jul-26
*Amalgamation*
JB Chemicals & Pharmaceuticals: Ex-Date: 17-Jul-26
*Forthcoming Event*
16th July: DBCORP, MENONBE, WIPRO to consider Dividend; Aurum PropTech, PC Jeweller, Piramal Finance, The South Indian Bank to consider Fund Raising
17th July: OBEROIRLTY to consider Dividend; Affordable Robotic & Automation, RBL Bank, The Federal Bank to consider Fund Raising
18th July: Sangam (India) to consider Fund Raising
20th July: CSM to consider Dividend; Shyam Metalics and Energy to consider Dividend & Fund Raising; Indo Thai Securities to consider Fund Raising; Paytm to consider Bonus issue
21st July: CRISIL to consider Dividend; TVS Motor Company to consider Fund Raising
22nd July: Aye Finance, IndusInd Bank to consider Fund Raising; SRF to consider Dividend & Fund Raising
24th July: CONCOR to consider Dividend
*Stocks in Action:*
*L&T Technology Services Ltd.:* L&T Technology Services Ltd. delivered a healthy Q1FY27 performance, with constant currency revenue growing 1.5% QoQ and EBIT margin expanding 50 bps to 15.7%, reflecting the benefits of portfolio restructuring and disciplined execution. Growth was led by the Sustainability segment, supported by strong demand in Plant Engineering and Industrial Products, while Mobility continued to recover on the back of Aerospace & Rail and Trucks & Off-highway. Although the Tech segment remained subdued due to delayed deal closures, management expects growth to resume from Q2 with the ramp-up of a large telecom engagement and other strategic wins. Large deal momentum remained healthy with over US$100 million of TCV secured during the quarter, while additional deals deferred from Q1 are expected to close in Q2, supporting sequential revenue and margin improvement. *Positive on L&T Technology Services Ltd. given its strong deal pipeline, improving margin profile, recovery in Mobility and sustained growth opportunities across Sustainability, embedded engineering and software-defined vehicles.*
*Billionbrains Garage Ventures (Groww):* Groww reported a strong Q1FY27 performance, driven by robust growth in its core broking, mutual fund and credit businesses. Revenue from operations increased 66% YoY to Rs. 1,501 crore, while EBITDA surged 101% YoY to Rs. 971 crore, resulting in net profit rising 94% YoY to Rs. 735 crore. The company continues to strengthen its leadership in wealth management, remaining India’s largest platform for direct mutual funds with Rs. 1.9 lakh crore of direct MF AUM, while SIP inflows grew 32% YoY, significantly outpacing industry growth. Groww also expanded its presence in commodity derivatives, achieving a 28.6% retail market share, while its secured lending business continued to scale, with loans against securities driving credit book growth and increasing the share of secured assets. *Positive on Billionbrains Garage Ventures (Groww) given its strong profitability, leadership in direct mutual fund distribution, expanding financial services ecosystem and growing secured lending franchise supporting long-term earnings growth.*
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