BMW INDIA | Closes Gap with Mercedes-Benz
H1 CY2026 Performance
• BMW sells 9,075 vehicles.
• Mercedes sells 9,768 vehicles.
• Sales gap narrows to 693 units.
• Best-ever H1 sales for BMW.
EV Momentum
• EV sales surge 78% YoY.
• EVs contribute 26% of sales.
• Luxury EV market share reaches 69%.
• Every fourth BMW sold is electric.
Key Growth Drivers
• iX1 becomes best-selling model.
• 5 Series remains strong performer.
• 3 Series contributes healthy volumes.
• Petrol and diesel mix declines.
Competitive Strategy
• BMW focuses on electrification.
• New product launches accelerate.
• Mercedes emphasizes premium luxury.
• Retail expansion continues nationwide.
Key Takeaway
BMW is rapidly closing the gap with Mercedes-Benz through strong EV adoption and an aggressive product pipeline, setting up one of India’s closest luxury car market battles in recent years.
TELECOM SECTOR | Premiumisation Drives Q1FY27 Growth
Industry Trends
• ARPU expected to improve sequentially.
• Premiumisation remains key growth driver.
• No fresh tariff hikes this quarter.
• Broadband momentum remains healthy.
Bharti Airtel
• Revenue seen at ₹56,902 crore.
• EBITDA estimated at ₹32,350 crore.
• PAT expected at ₹8,426 crore.
• ARPU seen around ₹262.
• Subscriber additions at 3–5 million.
Reliance Jio
• Net additions seen at 8 million.
• Subscriber base near 532 million.
• ARPU expected at ₹216–217.
• Data usage continues rising.
Vodafone Idea
• Revenue estimated at ₹11,511 crore.
• EBITDA seen at ₹4,956 crore.
• Loss estimated at ₹5,351 crore.
• ARPU expected around ₹177.
• Recovery remains management focus.
Key Takeaway
Q1FY27 is expected to reflect steady operational growth across the telecom sector, with customer premiumisation and higher data consumption supporting ARPU while investors await the next round of tariff hikes.
GM BREWERIES – Q1 RESULTS ⬆️
• Net Profit: ₹50 Cr ⬆️ vs ₹34.56 Cr YoY
• Revenue: ₹802 Cr ⬆️ vs ₹638 Cr YoY
• Net Revenue: ₹199.7 Cr ⬆️ (up 23% YoY)
• EBITDA: ₹46.5 Cr ⬆️ (up 37% YoY)
• Margins: 23.25% ⬆️ vs 20.81%
TATA GROUP | Targets $100 Billion Automotive Revenue
FY31 Vision
• Targets $100 billion automotive revenue.
• Revenue to double in five years.
• EVs to exceed 30% sales.
• Double-digit EBITDA margins targeted.
Passenger Vehicle Plans
• Annual sales above 1.2 million.
• Market share target at 20%.
• Six new nameplates planned.
• Over 20 product refreshes.
• EV leadership to continue.
Business Expansion
• JLR revenue seen at $45–50 billion.
• CV business targets $40 billion.
• Group profit above $5 billion.
• Agratas battery production starts 2027.
Investment Pipeline
• ₹40,000 crore India investment.
• JLR invests £20 billion.
• Battery localisation accelerates.
• Product portfolio expands significantly.
Key Takeaway
Tata Group is pursuing an integrated automotive growth strategy across Tata Motors, JLR and Agratas, combining aggressive investments, electrification and product expansion to double automotive revenue over the next five years.
📊 TOP STOCKBROKING APPS BY ACTIVE USERS (June 2026)
🥇 Groww – 1.31 Cr active users | 28.72% market share
🥈 Zerodha – 68.01 Lakh | 14.96%
🥉 Angel One – 66.34 Lakh | 14.59%
4️⃣ ICICI Securities – 21.21 Lakh | 4.67%
5️⃣ Upstox – 18.87 Lakh | 4.15%
6️⃣ Kotak Securities – 13.80 Lakh | 3.04%
7️⃣ HDFC Securities – 13.44 Lakh | 2.96%
8️⃣ SBI Securities – 11.18 Lakh | 2.46%
9️⃣ Dhan – 10.73 Lakh | 2.36%
🔟 Motilal Oswal – 8.99 Lakh | 1.98%
Source: NSE (June 2026)
*Stocks in News*
*Crompton Greaves Consumer:* Company bags additional MSEDCL solar water pumping order worth ₹65 crore (Positive)
*NLC India and NALCO:* Sign JV for 1,080 MW Captive Power Plant. (Positive)
*IRB Infra:* Toll revenue grew 28% YoY in June 2026, reaching Rs. 8,078 million vs. Rs. 6,308 million in June 2025. (Positive)
*Jain Resource:* Company commissions Copper Anode Production Line (Positive)
*Nimbus Projects:* Pre-sales booking value reached ₹157.36 crore in Q1 FY27, a 134.31% YoY increase from ₹67.16 crore in Q1 FY26. (Positive)
*Fortis Healthcare:* Company reappoints Ashutosh Raghuvanshi as MD for 2 yrs w.e.f. March 19, 2027. (Positive)
*TVS Motor:* Company has partnered with Indian Oil to accelerate sustainable last-mile LPG distribution across India. (Positive)
*SAIL:* Chairman Ashok Kumar Panda said the company plans to expand into West Asia as part of its global growth strategy, with a focus on securing raw materials and strategic assets. (Positive)
*Innovision:* Company has received a Letter of Award (LoA) from NHAI worth Rs. 27.52 crore for toll collection, facility maintenance and upkeep of Kariyamanglam Fee Plaza. (Positive)
*3i Infotech:* Company’s arm secures a ₹45.85 crore IT consulting services contract from Consultancy FZ LLC, UAE (Positive)
*E to E Transportation:* Company has secured a significant contract of Rs 22.9 crore from Southern Railway, Thiruvananthapuram Division. (Positive)
*M&M:* Company has announced price hike across SUV and CV range. (Positive)
*K.P. Energy:* Company has successfully commissioned the first part capacity of its 50.4 MW Wind Power Project at Vanki site, Kutch, Gujarat (Positive)
*Phoenix Mills:* Q1 FY27 retail consumption reached ₹4,727 crores, showing 32% YoY growth. (Positive)
*JSW Energy:* Company has commissioned 1,081 MW renewable capacity since April 2026 (Positive)
*Tata Steel:* Crude steel production at 5.82 million tonnes, up 11% YoY. (Positive)
*Dixon Tech, Amber Enterprises:* Import duty removed on several key raw materials. (Positive)
*Solar Equipment Stocks:* Self-certificate deadline extensions. (Positive)
*ONGC, Oil India, Jindal Drilling:* Crude oil prices extends gains as US strikes continue (Positive)
*Ventive Hospitality:* Company has approved acquisition of 100% equity and preference share capital of Kelzai Eco Reserves Private Limited for Rs 281.88 crore (Positive)
*Knack Packaging:* BOFA Securities Europe SA bought 7.18 lakh shares at Rs. 185.93 per share. Kamal Kumar Kabra bought 3 lakh shares at Rs. 186.33 per share. (Positive)
*CEAT:* Company boosts Investment in Tyresnmore as Subsidiary’s Revenue Soars (Neutral)
*Craftsman Automation:* Company invests ₹3.36 Crores in Solar Power for Renewable Expansion. (Neutral)
*SML Mahindra:* Production of Commercial Vehicles in June FY 2027: 1587 units (compared to 1546 units in June FY 2026). (Neutral)
*Suven Life:* Incorporated wholly owned subsidiary Suven Neurosciences Pte. Ltd. in Singapore with investment commitment up to USD 100.00 mln. (Neutral)
*Jagsonpal Pharmaceuticals:* Company has completed acquisition of 77.21% equity stake in Aequitas Healthcare Private Limited (Neutral)
*SH Kelkar:* Consolidated revenues at ₹660 cr, up 13.7% YoY. (Neutral)
*Canara Bank:* Announces resignation of Shri Mahesh M Pai, Chief General Manager, Digital Banking Wing (Neutral)
*Graphite India:* Company said to discontinue & close its Graphite Specialities & Coating divisions in Germany due to the lasting impact of the Russia-Ukraine war & weak demand. (Neutral)
*63 Moons:* Company’s subsidiary has invested Rs. 10.08 crore in its UAE step-down subsidiary, Three O Verse Global IT Services L.L.C. (Neutral)
*State Bank of India (SBI):* CareEdge Global Ratings has assigned a BBB+/Stable Long-term Foreign Currency Issuer Rating to the bank (Neutral)
*Greenpanel Industries:* ICRA has reaffirmed the company’s long-term bank facility ratings at ‘[ICRA] A+ (Negative). (Neutral)
*Lupin:* Company has announced Friday, July 17, 2026, as the record date for its final dividend of ₹18 per equity share (900%) for FY26. (Neutral)
*Ather Energy:* Company confirmed plans to raise funds up to ₹2,500 Cr, including a Qualified Institutions Placement (QIP) of ₹1,500 Cr. (Neutral)
*State Bank of India:* Draws Over $1.5 Billion In Offshore Deposits. (Neutral)
*Amir Chand Jagdish Kumar (Exports):* Board has approved the re-appointment of Mr. Gauri Shankar and Ms. Rajni as Independent Directors for a second term of 5 years each. (Neutral)
*SBIN:* SBI Funds Management IPO price band fixed at ₹545–574 per share, with eligible employees to receive a ₹54 per share discount (Neutral)
*United Spirits:* Seizes operations at manufacturing unit in Hyderabad w.e.f August 31 (Neutral)
*Welspun Enterprises:* Sandeep Garg, Managing Director, assumed interim leadership of the Water vertical operations. (Neutral)
*Indian Bank:* Shareholders approved raising up to Rs 5,000 crore (including premium) through QIP, FPO, or Rights Issue. (Neutral)
*DEE Development:* Company has allotted 59.76 lakh equity shares at Rs 502 per share on a preferential basis, raising Rs 300 crore. (Neutral)
List of stocks included in the Short term ASM Framework: Tarsons Products. (Neutral)
List of stocks excluded from ASM Framework: Beta Drugs, Gujarat Natural Resources, Kwality Wall’s, Saksoft, SKM Egg (Neutral)
*Deccan Cements:* Bank loan facilities have seen a downgrade in their credit ratings by CRISIL Ratings Limited. (Negative)
*Antony:* A Serious Incident Occurred At Waste-To-Energy Unit at Pimpri Chinchwad, Pune. (Negative)
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