*Stocks in News*
*Dilip Buildcon:* Company gets ₹160.2 Cr LoA from Odisha Bridge & Construction Corporation (Positive)
*EMS:* Company emerges lowest bidder for ₹158 crore Delhi Jal Board sewerage project. (Positive)
*Advait Energy:* Company bags ₹52 crore power distribution contract from Dakshin Gujarat Vij (Positive)
*Zen Technologies:* Company’s drone arm eyes ₹400 crore revenue as production ramps up (Positive)
*KP Green:* Company wins ₹240 crore orders across business segments (Positive)
*Insurance stocks:* General insurance premiums rise 14% in June; health insurers clock 31% growth. (Positive)
*Midwest:* Company signs MoU with Indonesia’s state-owned Perminas, NFTDC and Midwest Energy to develop critical minerals & rare earth projects in Indonesia. (Positive)
*Embassy Developments:* Q1FY27 pre-sales surged 338% YoY to Rs. 868 crore, while collections increased 54% YoY to Rs. 496 crore. (Positive)
*IOL Chemicals:* Polunin Emerging Markets Small Cap Fund LLC bought 4419222 shares at Rs. 166.6 per share. (Positive)
*3i Infotech:* Company’s arm secures a ₹45.85 crore IT consulting services contract from Consultancy FZ LLC, UAE (Positive)
*HCL Technologies:* Actian completed the acquisition of Jaspersoft and integrated its embedded analytics and reporting capabilities into Actian’s data management portfolio. (Positive)
*NTPC Green:* Declared the commercial operation of the first 50.4 MW phase of the Vanki Wind Energy Project in Kutch, Gujarat. (Positive)
*Oil upstream stocks:* Brent Oil jumps 5% to near $76 (Positive)
*PC Jewel:* Repaid and cleared all outstanding debt under the September 30, 2024 settlement agreement with 2 consortium banks, marking the beginning of its plan to achieve debt-free status in the current quarter. (Positive)
*Orchid Pharma:* Company has signed a licensing & supply agreement with Pharmasyntez JSC, Russia for antibiotic Exblifep (Positive)
*TARC Ltd:* Collections: Registered healthy 80% YoY growth. (Positive)
*Sterlite Technologies:* Company’s long-term credit rating was upgraded by ICRA from AA- to AA. (Positive)
*Uno Minda:* Company is making a strategic move by entering the Four-Wheeler (4W) Passenger Vehicle Seating Systems segment, a high-value area in the automotive supply chain. (Positive)
*Jayant Infratech:* Company secures ₹13.31 Crore Railway Electrification Contract (Positive)
*RBL Bank:* Credit ratings have been reaffirmed at the highest level by ICRA, with its Issuer Rating assigned as [ICRA]AAA (Stable). (Positive)
*Shilpa Medicare:* Company and its subsidiary, Shilpa Pharma Lifesciences Ltd., have received credit rating upgrades from India Ratings. (Positive)
*BHEL:* Company has signed a Strategic Collaboration Agreement (SCA) with ThyssenKrupp nucera India Pvt. Ltd. for Alkaline Electrolyser Systems used in green hydrogen projects, with a focus on phased indigenization and local manufacturing. (Positive)
*Ceigall India:* Subsidiary Ceigall VRK 12 Pvt. Ltd. has received the Appointed Date of July 6, 2026 from NHAI for the Rs. 1,305 crore six-lane Greenfield Varanasi–Ranchi–Kolkata Highway (Package-12) project in Jharkhand. (Positive)
*Sumeet Industries:* Sunita Mittal bought 1649000 shares at Rs. 2.46 per share. (Positive)
*Refex:* Company has secured a domestic order worth approximately Rs. 20.94 crore for ash transportation related to NHAI, PMGSY and other Central/State Government road construction projects. (Positive)
*Silver Touch Technologies:* Company has secured an order from RITES Ltd. to design, develop and implement PARAKH, an AI-based DPR Appraisal & Intelligence Platform. (Positive)
*RCF:* Company has proposed amending its Object Clause to enable monetisation of assets through REITs, InvITs, SPVs and similar structures. (Positive)
*RCF:* Board approves ₹1,500 Cr FPO fundraising plan (Neutral)
*Poonawalla Fincorp:* Company approves ₹200 crore Tier II NCD issue via private placement. (Neutral)
*HDFC Bank:* Bank has revises MCLR for select loan tenures. (Neutral)
*Cochin Shipyard:* The Government’s Offer for Sale (OFS) in the company was oversubscribed 3.52 times on Day 1. (Neutral)
*Happy Forgings:* ICRA has reaffirmed the company’s long-term credit rating at [ICRA] AA (Stable) for bank facilities worth Rs. 485 crore and the short-term rating at [ICRA] A1+. (Neutral)
*Honasa Consumer:* Company has incorporated its wholly owned subsidiary, Honasa Health Private Limited, on July 7, 2026. (Neutral)
*Axis Bank:* Completed the pricing of an additional USD 100 million Additional Tier-1 (AT1) notes at 6.875%, taking the total size of the issuance under the series to USD 600 million (Neutral)
*Ashoka Buildcon:* Company has successfully redeemed Rs. 100 crore of Commercial Papers (CPs) on the due date and paid accrued interest of Rs. 1.80 crore, reflecting timely debt servicing. (Neutral)
*JSW Infrastructure:* Subsidiary JSW Jatadhar Marine Services entered into a novation agreement with JSW Utkal Steel for the development of the captive jetty at Jatadhar Muhan, Odisha. (Neutral)
*Arvind Ltd:* Company expands UK presence with strategic acquisition (Neutral)
*Matrimony:* Consolidated billings reached ₹13,603 lakhs in Q1 FY27, up 7.8% YoY from ₹12,616 lakhs in Q1 FY26. (Neutral)
*Jagsonpal Pharma:* Company acquires 69.77% Stake in Aequitas Healthcare. (Neutral)
*Angel One Limited:* Company will hold a board meeting on July 15, 2026, to consider declaring an interim dividend for FY27. The record date for this dividend is set as July 21, 2026. (Neutral)
*Meesho:* Company has accepted the resignation of Ms. Megha Agarwal, General Manager – Business & Senior Management Personnel, effective July 07, 2026.. (Neutral)
*Teamlease:* The buyback, conducted via tender offer, opens on July 09, 2026, and closes on July 15, 2026. (Neutral)
*Muthoot Capital:* Company announced the resignation of Mr. Thomas Mathew as Independent Director, effective July 07, 2026 (Neutral)
*Arvind Fashions:* Board recommended a final dividend of ₹1.60 per equity share for FY26 (Neutral)
*Wipro Ltd:* Company will announce its Q1 FY27 results on July 16, 2026, after market hours. (Neutral)
*VPRPL:* Company will hold a Board Meeting on July 13, 2026, to consider & approve fund raising via preferential issuance of warrants. (Neutral)
*Nazara Technologies:* Company receives NCLT approval to withdraw the amalgamation scheme of Paper Boat Apps with the company. (Neutral)
*Raymond:* Company received in-principle approvals from NSE and BSE for the preferential issue of 66.57 lakh convertible warrants to promoter entities at a price of not less than Rs. 497 per warrant. (Neutral)
*Timken India:* Board has recommended a dividend of ₹2.50 per equity share for FY26 (Neutral)
*Yes Bank:* Bank will announce its Q1FY27 financial results on Saturday, July 18, 2026. (Neutral)
*Adani Ports:* Company will hold a Board Meeting on July 29, 2026, to approve the Unaudited Financial Results for Q1 FY27. (Neutral)
*SpiceJet:* CEO expects tourism recovery, says airlines need to stabilise first. (Neutral)
*Ideaforge Technology:* Opens QIP; sets floor price at ₹835.86/share. (Neutral)
*Adani Enterprises:* Company approves allotment of 5.20 crore shares at ₹2,883 apiece under its QIP (Neutral)
*Panacea Biotec:* Filed appeals before the Punjab & Haryana High Court against three industrial tribunal awards relating to worker transfers, wage revision and reinstatement with back wages (Neutral)
List of stocks included in the Short term ASM Framework: Digitide Solutions, Grand Oak, IFGL Refractories. (Neutral)
List of stocks excluded from ASM Framework: Thangamayil, Vadilal Industries (Neutral)
U.S. PRESIDENT TRUMP SAYS
We Attacked Very Powerfully Last Night Against Iran
Iran Shot Rockets At Ships, That’s Why US Hit Back
Iran Doesn’t Know What It’s Doing, They Are Incompetent
We Wasted A Lot Of Time With Iran
Not Happy With NATO Regarding Greenland
Spain Is A Wasted Cause, Don’t Want To Do Trade
Cut Off All Trade With Spain, All Visits
I Don’t Want To Do Any More Trade With Spain Anymore
Greenland Is A Big Problem
Reiterates Criticism Of NATO Allies Over Iran Stances
We Pay Far Too Much Into NATO
IRAN CeaseFire Over
HPCL, IndiGo – Could be Worst Hit – If Crude Spikes
Followed by BPCL and IOCL
Other Companies –
Asian Paints, Berger Paints, Kansai Nerolac – negative
40% of RM cost is oil and its derivatives
FMCG – negative
Higher crude prices lead to higher palm oil prices and higher packaging costs
Packaging materials like PET bottles, HDPE containers, laminated wrappers are oil-based polymers
Auto
Castrol and Gulf Oil – negative
50% of RM cost is crude derivatives
Apollo Tyres, Ceat – negative
Synthetic rubber, carbon black and chemicals – prices are derived from crude oil
Form around 40% of the RM basket
Other Sectors
IndiGo – negative
Major RM is fuel – around 40%
UltraTech, Shree Cement – negative
40%-50% of cost directly or indirectly linked to crude
SRF, PI, Deepak, Navin, Aarti, Deepak Fertiliser – negative
Negative as key RM cost related to crude for many companies
Positive For
ONGC, Oil India, HOEC, Antelopus Selan, Vedanta Oil & Gas
Higher crude means higher realisations and higher earnings
Generally, $5/bbl rise in Brent Crude would increase EPS of ONGC/Oil India by 7%/12%
⚠️ Trump Says Iran Ceasefire Is “Over”
👉🏻 The statement comes amid fresh tensions after Iran-linked attacks and U.S. retaliatory actions.
👉🏻 Any further escalation could keep crude oil, LNG, shipping routes and global risk sentiment in focus.
Stock Market Crash:
Investors Lose Rs 1.27 Lakh Crore As Sensex Falls Nearly 600 Points On US-Iran Tensions
Sensex slumps 1,600 pts, #Nifty below 23,900; #Trump says ceasefire over with #Iran
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