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COS DEVELOPMENT ☑️ COFORGE 💻🔐 LAUNCHES AI-POWERED 'SECUREEDGE2CLOUD' ZERO TRUST CYBERSECURITY PLATFORM 🚀📈 • Coforge has launched SecureEdge2Cloud, an AI-powered Zero Trust cybersecurity offering built on the Zscaler Zero Trust Exchange™ platform, enabling enterprises to securely accelerate AI and cloud adoption. • The solution helps organizations secure AI applications, cloud workloads, users, devices and enterprise data, while strengthening cyber resilience and simplifying security operations. • Coforge has also joined the next phase of Zscaler's Project AI-Guardian, expanding collaboration on AI security and Zero Trust solutions. • The offering targets highly regulated industries including Healthcare, BFSI and Insurance, supporting secure digital transformation and compliance.

KEY DEVELOPMENT ☑️ IRAN REACHES OUT TO U.S., SEEKS DIPLOMATIC DEAL 🤝🌍 • U.S. President Donald Trump stated that Iran has reached out seeking a deal, signaling a potential reopening of diplomatic engagement. • The statement indicates that backchannel negotiations may resume, despite recent escalation in tensions between the two countries. • Markets will closely monitor any progress, as a breakthrough could ease geopolitical risks and improve sentiment across global financial markets. • Any meaningful agreement could also reduce concerns over Middle East oil supply disruptions, potentially weighing on crude oil prices.

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COS DEVELOPMENT ☑️ NLC INDIA ⚡🤝 | NALCO 🏭 SIGNS JV TO DEVELOP 1,080 MW CAPTIVE THERMAL POWER PLANT FOR NALCO'S SMELTER EXPANSION 🚀📈 • NLC India has signed a 50:50 Joint Venture Agreement with NALCO to develop a 4×270 MW (1,080 MW) coal-based captive thermal power plant at Angul, Odisha. • The project will supply 100% captive power for NALCO's 0.5 MTPA aluminium smelter expansion, ensuring long-term power availability. • The JV will execute a 25-year Fuel Supply Agreement (FSA) with NLC India and a 25-year Power Purchase Agreement (PPA) with NALCO, providing long-term fuel security and revenue visibility. • Both partners will hold equal 50:50 equity in the JV and have equal representation on the Board.

KEY DEVELOPMENT ☑️ INDIA & AUSTRALIA SET TO ANNOUNCE NEW STRATEGIC PACT ON CYBER & CRITICAL TECHNOLOGIES 🤝🌏 • India and Australia are expected to announce a new strategic cooperation agreement (PACTS) shortly, according to media reports. • The partnership will focus on cybersecurity, critical technologies and supply chain resilience, strengthening collaboration in strategic sectors. • The pact aims to enhance trusted technology ecosystems, improve critical mineral and semiconductor supply chains, and reduce dependence on concentrated global supply sources. • The agreement is expected to deepen the India–Australia Comprehensive Strategic Partnership, supporting greater cooperation in digital infrastructure, defence technology and advanced manufacturing. Key Beneficiaries: Tata Elxsi, Cyient, LTM, Persistent Systems, Tata Technologies, Kaynes Technology, CG Power, Dixon Technologies, Syrma SGS Technology, Data Patterns, Bharat Electronics and companies across the cybersecurity, electronics and semiconductor ecosystem.

GIVE ME IN KEY DEV FORMAT KEY DEVELOPMENT ☑️ INDIA & AUSTRALIA SET TO ANNOUNCE NEW STRATEGIC PACT ON CYBER & CRITICAL TECHNOLOGIES 🤝🌏 • India and Australia are expected to announce a new strategic cooperation agreement (PACTS) shortly, according to media reports. • The partnership will focus on cybersecurity, critical technologies and supply chain resilience, strengthening collaboration in strategic sectors. • The pact aims to enhance trusted technology ecosystems, improve critical mineral and semiconductor supply chains, and reduce dependence on concentrated global supply sources. • The agreement is expected to deepen the India–Australia Comprehensive Strategic Partnership, supporting greater cooperation in digital infrastructure, defence technology and advanced manufacturing. Key Beneficiaries: Tata Elxsi, Cyient, LTM, Persistent Systems, Tata Technologies, Kaynes Technology, CG Power, Dixon Technologies, Syrma SGS Technology, Data Patterns, Bharat Electronics and companies across the cybersecurity, electronics and semiconductor ecosystem.

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Q1FY27- EARNINGS ESTIMATES (BLOOMBERG)

Q1FY27- EARNINGS ESTIMATES (BLOOMBERG)

COS DEVELOPMENT ☑️ SBI 🏦📈 SBI SHAREHOLDERS ELIGIBLE FOR RESERVED QUOTA IN SBI FUNDS MANAGEMENT IPO 🚀 • SBI Funds Management IPO will open for subscription from 14–16 July 2026, with anchor bidding on 13 July and listing expected on 21 July 2026. • The IPO includes a Shareholder Reservation for eligible SBI shareholders, allowing them to apply under a separate reserved category, improving allotment chances versus the general retail category. • To be eligible, investors must have held SBI shares on the Record Date – 7 July 2026 (as specified in the IPO documents). • The IPO has a price band of ₹545–₹574 per share and an issue size of ₹11,693 crore, making it India's largest IPO of 2026 so far.

IPO UPDATE 📋 SBI FUNDS MANAGEMENT IPO 📅 IPO Opens: 14 July 2026 📅 IPO Closes: 16 July 2026 📅 Anchor Book: 13 July 2026 📅 Record Date for Shareholder Eligibility: 7 July 2026 💰 Price Band: ₹545–₹574 per share 📦 Issue Size: ₹11,693 Cr (100% OFS) 🏦 Shareholder Quota: Available for eligible SBI shareholders 📈 Expected Listing: 21 July 2026

KEY DEVELOPMENT ☑️ GOVT EXTENDS CUSTOMS DUTY RELIEF FOR ELECTRONICS & BATTERY MANUFACTURING TILL 2029 🚀📱 • The Government has extended customs duty concessions till March 31, 2029 on key machinery and components used in electronics manufacturing, including lithium-ion batteries, display modules and smartphone components. • The move aims to lower input costs, encourage fresh investments and strengthen the Make in India manufacturing ecosystem by improving the global competitiveness of domestically manufactured electronics. • The policy complements the Government's broader push under the Electronics Components Manufacturing Scheme (ECMS) and ongoing efforts to deepen the domestic electronics and semiconductor supply chain. • Lower import duties on critical inputs are expected to accelerate local value addition, import substitution and exports, while supporting India's ambition to become a global electronics manufacturing hub. Beneficiares- Reliance Indusries, Amara Raja , Exide inds!!

COS DEVELOPMENT ☑️ SBI FUNDS MANAGEMENT (SBI AMC) 🏦📈 IPO OPENS JULY 14; NO SHAREHOLDER QUOTA FOR SBI SHAREHOLDERS ⚠️ • IPO opens: 14 July 2026 and closes on 16 July 2026. Anchor book opens on 13 July, while listing is scheduled for 21 July 2026. • Price Band: ₹545–₹574 per share. The IPO size is ₹11,693 Cr, making it India's largest IPO of 2026 so far. • Record Date: No separate record date has been announced because there is no shareholder reservation/quota in the IPO. • Shareholder Quota: 0% (No shareholder quota) for SBI shareholders. Existing SBI shareholders will not receive any preferential allotment or discount and must apply under the Retail/HNI/QIB categories like all other investors. • IPO Reservation: QIB – 50% | NII – 15% | Retail – 35%. The issue is a 100% Offer for Sale (OFS) by State Bank of India and Amundi, with no fresh issue of shares.

COS DEVELOPMENT ☑️ LTM (LTMINDTREE) 💻🔐 LAUNCHES AI-ERA CYBERSECURITY PLATFORM 'BLUEVERSE RIGHTLOGIC' 🚀 • LTM has launched BlueVerse™ RightLogic, a cybersecurity assessment and risk assurance framework to help enterprises identify, assess and remediate cyber risks as AI adoption accelerates. • The platform provides a unified view of enterprise cyber exposure, covering AI-specific risks, software supply chains, legacy systems, networks, identity & access management, and governance readiness. • Delivered through a 4–6 week engagement, the solution offers AI-powered risk diagnostics, board-ready risk summaries and prioritized remediation roadmaps. • The offering strengthens LTM's AI and cybersecurity portfolio, enabling enterprises to adopt AI securely while improving cyber resilience.

COS DEVELOPMENT ☑️ TATA STEEL 🏭📈 INDIA CRUDE STEEL PRODUCTION & DELIVERIES GROW 11% YoY IN Q1 FY27 🚀 • India crude steel production increased 11% YoY to 5.82 MT, while deliveries rose 11% YoY to 5.17 MT in Q1 FY27, driven by higher output from Jamshedpur and Kalinganagar. • The Automotive & Special Products business recorded its best-ever Q1 volumes (~0.9 MT), with high-end product sales up 20% YoY supported by the ramp-up of Kalinganagar's galvanising and annealing lines. • Branded Products & Retail achieved best-ever Q1 volumes (~1.7 MT), with Tata Tiscon volumes up 33% YoY and Tata Steelium up 41% YoY. Downstream businesses including Tubes and Tinplate also reported record Q1 volumes. • E-commerce GMV from Tata Steel Aashiyana and DigECA surged 61% YoY to ₹2,200 Cr, reflecting strong digital channel traction.

KEY DEVELOPMENT ☑️ GOVT PLANS ISM 2.0 WITH 25–50% INCENTIVES TO BOOST INDIA'S SEMICONDUCTOR ECOSYSTEM 🚀💻 • The Government is preparing India Semiconductor Mission (ISM) 2.0, with project-linked incentives ranging from 25% to 50%, depending on the category. • The scheme is expected to include 10 incentive categories, covering Chip Design, Manufacturing, Display, Compound Semiconductors, Packaging, Advanced Packaging, Talent Development and R&D. • ISM 2.0 is likely to remain valid for 12 years, providing long-term policy support for semiconductor investments. • The proposal may also include incentives to support the commercial sale of chips designed, fabricated and packaged in India, strengthening the domestic semiconductor value chain. • The final proposal is awaiting Cabinet approval before formal rollout. Key Beneficiaries: CG Power, Kaynes Technology, Syrma SGS Technology, MosChip Technologies, Tata Electronics, Dixon Technologies and other companies across India's semiconductor ecosystem.

KEY DEVELOPMENT ☑️ INDIA'S EV RETAIL SALES HIT RECORD HIGH IN JUNE 2026 ⚡🚗 • India's EV retail sales reached an all-time high of 3.06 lakh units in June 2026, marking the highest monthly sales on record. • EV adoption witnessed broad-based growth across all vehicle segments, including 2-wheelers, 3-wheelers, passenger vehicles and commercial vehicles. • The record sales reflect strong consumer demand, improving charging infrastructure and continued policy support for electric mobility. • The milestone reinforces India's accelerating transition towards cleaner transportation and supports long-term growth for the domestic EV ecosystem. Key Beneficiaries: Tata Motors, Mahindra & Mahindra, TVS Motor, Bajaj Auto, Ola Electric, Ather Energy, Exide Industries, Amara Raja Energy & Mobility, Uno Minda, Sona BLW Precision Forgings and other EV ecosystem players.

MARKET UPDATE 📉⚠️ NIFTY, SENSEX & BANK NIFTY SLIDE AS CRUDE OIL JUMPS 6% AFTER TRUMP'S IRAN REMARKS • Nifty, Sensex and Bank Nifty turned sharply lower after crude oil prices surged nearly 6%, triggering risk-off sentiment. • The sell-off was driven by concerns that higher crude prices could stoke inflation, widen India's trade deficit and delay interest rate cuts. • Oil-sensitive sectors such as aviation, paints, chemicals, tyres and OMCs witnessed selling pressure, while upstream energy stocks outperformed.

KEY DEVELOPMENT ☑️ CRUDE OIL SURGES 6% AFTER TRUMP'S HAWKISH REMARKS ON IRAN ⚠️🛢️ • Brent and WTI crude prices jumped nearly 6% after U.S. President Donald Trump's remarks signaled a tougher stance on Iran. • Markets reacted to Trump's comments suggesting that talks with Iran are ineffective and that the MoU is effectively over, raising fears of renewed geopolitical tensions in West Asia. • The sharp rise reflects concerns over potential disruptions to Middle East oil supplies and increased geopolitical risk premium. • Higher crude prices could fuel global inflation, increase input costs for oil-importing nations like India and impact sectors such as aviation, paints, chemicals and OMCs.