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پستهای کانال
Earnings
Chennai Petroleum Corporation, Cipla, Coromandel International, Cyient, Fineotex Chemical, Fractal Analytics, Go Digit General Insurance, Indian Energy Exchange, International Gemological Institute, InterGlobe Aviation, Infosys, Mahindra Lifespace Developers
Meesho, Motilal Oswal Financial Services, Mphasis, NIIT Learning Systems, Novartis India, Orient Cement, Route Mobile, Solara Active Pharma Sciences, Sona BLW Precision Forgings, Spandana Sphoorty Financial, Thyrocare Technologies, Ujjivan Small Finance Bank, Vishal Mega Mart, Allied Blenders and Distillers, Gujarat Alkalies and Chemicals, PVR INOX
Securities shortlisted in Short - Term ASM Framework Stage: Mrs. Bectors Food Specialities, eClerx Services, IKIO Technologies
Securities to be excluded from ASM Framework: C.E. Info Systems
| 2 | Nippon Life AMC Q1 (Consolidated)
Net profit up 30.9% to Rs 504 crore versus Rs 385 crore QoQ.
Total income up 32.9% to Rs 937 crore versus Rs 705 crore QoQ.
HEG Q1 (Consolidated)
Net profit up 16.7% to Rs 122 crore versus Rs 105 crore YoY.
Revenue up 11.1% to Rs 681 crore versus Rs 613 crore YoY.
Ebitda up 42.5% to Rs 151 crore versus Rs 106 crore YoY.
Ebitda margin at 22.1% versus 17.2% YoY.
Waterways Leisure Q1 (Consolidated)
Net profit down 34.4% to Rs 22.8 crore versus Rs 34.7 crore YoY.
Revenue up 7.8% to Rs 190 crore versus Rs 176 crore YoY.
Ebitda down 18.3% to Rs 44.9 crore versus Rs 55 crore YoY.
Ebitda margin at 23.6% versus 31.2% YoY.
Schaeffler India Q1 (Consolidated)
Ebitda margin at 18.1% versus 18.3% YoY.
Ebitda up 16% to Rs 499 crore versus Rs 430 crore YoY.
Revenue up 17.3% to Rs 2,761 crore versus Rs 2,353 crore YoY.
Net profit up 13.5% to Rs 326 crore versus Rs 287 crore YoY.
Appointed Amit Dinesh Bhalerao as COO.
Gandhar Oil Refinery Q1 (Consolidated)
Net profit at Rs 192 crore versus Rs 26.2 crore YoY.
Revenue up 91.8% to Rs 1,732 crore versus Rs 903 crore YoY.
Ebitda at Rs 281 crore versus Rs 46 crore YoY.
Ebitda margin at 16.2% versus 5.1% YoY.
Declared an interim dividend of Rs 2 per share.
Oracle Financial Services Software Q1 (Consolidated)
Net profit up 68.2% to Rs 1,416 crore versus Rs 842 crore QoQ.
Revenue up 51.3% to Rs 3,125 crore versus Rs 2,065 crore QoQ.
EBIT up 78.9% to Rs 1,862 crore versus Rs 1,041 crore QoQ.
EBIT margin at 59.6% versus 50.4% QoQ.
Makarand Padalkar resigned as MD & CEO.
Appointed Manish Bhandari as CFO.
Geojit Financial Services Q1 (Consolidated)
Net profit up 12.3% to Rs 198 crore versus Rs 176 crore QoQ.
Total income down 11% to Rs 1,687 crore versus Rs 1,896 crore QoQ.
UTI AMC Q1 (Consolidated)
Net profit at Rs 294 crore versus a loss of Rs 66.7 crore QoQ.
Total income up 45.5% to Rs 585 crore versus Rs 402 crore QoQ.
CIE Automotive Q1 (Consolidated)
Net profit up 15.8% to Rs 236 crore versus Rs 204 crore YoY.
Revenue up 10.6% to Rs 2,621 crore versus Rs 2,369 crore YoY.
Ebitda up 15.7% to Rs 390 crore versus Rs 337 crore YoY.
Ebitda margin at 14.9% versus 14.2% YoY.
NTPC Green Q1 (Consolidated)
Net profit up 38.2% to Rs 305 crore versus Rs 221 crore YoY.
Revenue up 62.7% to Rs 1,109 crore versus Rs 680 crore YoY.
Ebitda up 63.8% to Rs 989 crore versus Rs 604 crore YoY.
Ebitda margin at 89.3% versus 88.7% YoY.
United Spirits Q1
Net profit up 51.6% to Rs 391 crore versus Rs 258 crore YoY.
Revenue up 6% to Rs 2,703 crore versus Rs 2,549 crore YoY.
Ebitda up 4.1% to Rs 432 crore versus Rs 415 crore YoY.
Ebitda margin at 16.0% versus 16.3% YoY.
One-time loss at Rs 81 crore versus a loss of Rs 11 crore YoY.
Waaree Renewable Technologies Q1 (Consolidated)
Net profit up 34.1% to Rs 116 crore versus Rs 86.4 crore YoY.
Revenue up 53.2% to Rs 924 crore versus Rs 603 crore YoY.
Ebitda up 47.6% to Rs 174 crore versus Rs 118 crore YoY.
Ebitda margin at 18.8% versus 19.5% YoY.
Tanla Platforms Q1 (Consolidated)
Net profit up 5.8% to Rs 142 crore versus Rs 134 crore QoQ.
Revenue up 4.1% to Rs 1,226 crore versus Rs 1,178 crore QoQ.
EBIT up 5.9% to Rs 168 crore versus Rs 159 crore QoQ.
EBIT margin at 13.72% versus 13.49% QoQ.
_______
Board Meetings
Fund Raising: Aye Finance, Cemindia Projects, IIFL Capital Services
Corporate Action
ICRA Limited - Special Dividend of Rs. 35
Oberoi Realty Limited - Interim Dividend - Rs 2 Per Share
D.B.Corp Limited - Interim Dividend - Rs 5 Per Share
Bhansali Engineering Polymers - Interim Dividend - Re 1 Per Share
_______
AGM: Mahindra Life, Mphasis, Ador Welding, Coromandel Int. Craftsman, Harsha Engineer, Heritage Foods, Bharat Bijlee, Canara Robeco, ITC, Hindalco, Oracle Fin Serv, Cera Sanitary
Dr Reddys Labs, RPG Life, Windlas Biotech | 134 |
| 3 | Signature Global: Acquired 0.38 million sq ft in Signature Global Sarvam on 22 July 2026.
Mahindra Lifespaces: World City Developers signed the second supplemental agreement with Sumitomo on 22 July 2026 to expand Chennai Phase 2B.
____
Technically
Nifty 50 formed a long bearish candle on the daily charts after a period of consolidation and slipped below its short-term moving averages, the 100-day EMA, as well as the midline of the Bollinger Bands, reflecting bears gaining an upper hand. RSI dropped to 48.61 and witnessed a negative crossover, while the MACD slipped further below the signal line, with the red bar in the histogram expanding further, indicating strengthening bearish momentum.
Bank Nifty declined 1.2 percent, breaking below the consolidation range of the past several sessions. It formed a long bearish candle on the daily charts, indicating increasing selling pressure. The index slipped decisively below its short-term moving averages and the midline of the Bollinger Bands, although it remained above its medium- and long-term moving averages. RSI fell to 48.1 and continued to indicate a bearish crossover, while the MACD remained below the reference line, with the red bar in the histogram expanding, indicating weakness in the short term.
_____
F&O Cues
Nifty July Futures is down 0.82% at a discount of 14 points.
Maximum Call OI at 25500 and Maximum Put OI at 24000.
Nifty PCR slipped to 0.84 from 1.01.
India VIX surged 5.5 percent to 13.29 and climbed above its short-term moving averages, indicating rising discomfort for bulls.
Stock in F&O ban: Kaynes Technology India
_____
Trading Tweaks
SME Listing: Sotefin Bharat
Stocks Trade Ex-Dividend: Afcons Infrastructure, Oberoi Realty, Pidilite Industries, ABM Knowledgeware, Banswara Syntex, Bhansali Engineering Polymers, Bhagiradha Chemicals & Industries, D B Corp,
Esab India, ICRA, Mangalam Worldwide, Oriental Hotels, Paushak,
Precision Camshafts, Sudeep Pharma
_______
Earnings And Updates
Dr. Reddy's Laboratories Q1
Net profit down 68.7% to Rs 444 crore versus Rs 1,418 crore YoY.
Revenue down 5.5% to Rs 8,100 crore versus Rs 8,572 crore YoY.
Ebitda down 60.4% to Rs 861 crore versus Rs 2,173 crore YoY.
Ebitda margin at 10.6% versus 25.3% YoY.
Other income at Rs 355 crore versus Rs 290 crore YoY.
Global generics revenue down 4.8% to Rs 7,208 crore YoY.
IndusInd Bank Q1
Net profit up 46.5% to Rs 1,003 crore versus Rs 684 crore YoY.
Net NPA at 0.95% versus 1.00% QoQ.
Gross NPA at 3.25% versus 3.43% QoQ.
NII up 1% to Rs 4,685 crore versus Rs 4,640 crore YoY.
NIM at 3.57% versus 3.46% YoY.
Operating profit up 1.2% to Rs 2,683 crore versus Rs 2,652 crore YoY.
Provisions at Rs 1,340 crore versus Rs 1,484 crore QoQ.
Provisions at Rs 1,340 crore versus Rs 1,738 crore YoY.
NIM at 3.57% versus 3.39% QoQ, up 18 basis points.
UCO Bank Q1
Net profit up 8.1% to Rs 656 crore versus Rs 607 crore YoY.
Net NPA at 0.25% versus 0.27% QoQ.
Gross NPA at 2.08% versus 2.17% QoQ.
Provisions at Rs 235 crore versus Rs 326 crore QoQ.
Provisions at Rs 235 crore versus Rs 616 crore YoY.
NII up 17% to Rs 2,808 crore versus Rs 2,403 crore YoY.
Global NIM at 3.05% versus 2.96% YoY.
Domestic NIM at 3.24% versus 3.18% YoY.
IIFL Finance Q1 (Consolidated)
Net profit at Rs 675 crore versus Rs 233 crore YoY.
Total income up 33% to Rs 3,922 crore versus Rs 2,959 crore YoY.
HPCL Q1
Net loss of Rs 11,526 crore versus a profit of Rs 4,902 crore QoQ.
Revenue up 17.4% to Rs 1.4 lakh crore versus Rs 1.15 lakh crore QoQ.
Ebitda loss of Rs 16,141 crore versus an Ebitda profit of Rs 8,979 crore QoQ.
Average GRM at USD 23.8 per barrel versus USD 3.08 per barrel YoY.
Shoppers Stop Q1 (Consolidated)
Net loss of Rs 14.3 crore versus a loss of Rs 15.7 crore YoY.
Revenue up 11.2% to Rs 1,291 crore versus Rs 1,161 crore YoY.
Ebitda up 9.2% to Rs 187 crore versus Rs 172 crore YoY.
Ebitda margin at 14.5% versus 14.8% YoY. | 99 |
| 4 | Stocks To Watch
Shoppers Stop Ltd reported 11.2% YoY increase in revenue from operations to ₹1,291.4 crore for Q1.
Nippon Life India AMC reported a 27.2% YoY increase in net profit to ₹504 crore for Q1CFY.
IIFL Finance reported 189.3% YoY rise in consolidated net profit to ₹675.1 crore for Q1CFY.
IndusInd Bank Ltd reported 46.5% YoY increase in net profit for Q1CFY at ₹1,002.5 crore.
Sona BLW Precision Forgings Ltd announced a partnership with DENSO Corporation, Japan, to establish two JVs for developing, designing, manufacturing and marketing advanced electric and hybrid powertrain systems across multiple vehicle segments.
HPCL reported a net loss of ₹11,526.4 crore for Q1CFY, compared with a net profit of ₹4,901.5 crore YoY, as weak marketing margins weighed on profitability.
Dr Reddy's Laboratories reported a weak set of earnings for Q1CFY, with profit, revenue and operating performance missing poll estimates by a wide margin. It posted a sharp YoY decline across key financial metrics, underscoring pressure on profitability.
NACL Industries Ltd reported a 59.8% YoY rise in consolidated net PAT to ₹20.84 crore for Q1CFY.
UCO Bank reported an 8% YoY rise in net profit for Q1CFY, supported by strong growth in NII and lower provisions, while continued improvement in asset quality also aided the performance.
Rubicon Research acquired its first US manufacturing facility in New Jersey for $2.9 million on 21 July 2026.
Kajaria Ceramics extinguished 21.5 lakh shares following its buyback.
TVS Motor Company launched the TVS Raider motorcycle in Egypt, expanding its premium commuter motorcycle portfolio in North Africa.
Inox Green Energy Services board approved a fundraise of up to Rs 600 crore.
Siyaram Silk Mills: NCLT sanctioned the company's bonus preference share scheme on 21 July 2026.
Jeena Sikho Lifecare plans to set up a 60+ bed hospital in Kalyani, West Bengal, by October 2026 with an investment of around Rs 1.30 crore.
Swan Defence and Heavy Industries: ICRA assigned a BBB (Stable) rating to Rs 2,650 crore of credit facilities.
Emcure Pharmaceuticals completed the acquisition of the remaining 12.05% stake in Gennova Biopharmaceuticals for Rs 231.87 crore, making Gennova a wholly owned subsidiary.
Sumeet Industries approved the allotment of 16.84 crore equity shares under its rights issue at Rs 11.86 per share, increasing paid-up equity share capital to Rs 138.95 crore.
HCL Technologies: TIM Brasil selected HCLTech to enable South America's first cross-platform eSIM transfer capability using its Device Entitlement Gateway platform.
Saatvik Green Energy: Its subsidiary Saatvik Solar Industries secured a domestic order worth Rs 138 crore for the supply of solar PV modules, with execution scheduled by December 2026.
Azad Engineering delivered its first indigenous expendable turbojet engine to the DRDO and the Ministry of Defence.
Sun TV Network: SunRisers Leeds approved 99,999 bonus shares to Sun TV Network on 21 July 2026.
Sona BLW Precision Forgings board approved the slump sale of its EV business to Sona Comstar for Rs 893 crore. The company also entered into a share subscription agreement with Sona eDrive and DENSO, under which DENSO will acquire a 49% stake in Sona eDrive at an enterprise value of Rs 1,750 crore.
Godrej Consumer Products: Invested Rs 200 crore in Godrej Pet Care through a rights issue, retaining 100% ownership.
Bliss GVS Pharma: Independent Directors Committee recommended Anupam Rasayan's open offer for a 26% stake at Rs 299 per share, with a total consideration of Rs 829.03 crore.
Jindal Poly Films: Step-down subsidiary JPF Netherlands Investment BV applied to strike off its wholly owned subsidiary JPF API Laminates UK.
Saregama India: Acquired an additional 4.82% stake in Pocket Aces for approximately Rs 20.05 crore, taking its holding to 95.76%.
Waaree Energies: Wholly owned subsidiary Waaree Solar Americas secured an international order to supply 125 MW of HJT solar modules, with deliveries scheduled during FY27. | 93 |
| 5 | *News Headlines from Business News Agencies :*
*Business Standard :*
📝 India's edible oil import bill may rise 9% to ₹1.75 trn this year: SEA
📝 India's manufacturing set to nearly triple by 2035, says Morgan Stanley
📝 CSB Bank Q1 result: Net profit rises 27% to ₹150 cr, revenue at ₹1,516 cr
📝 Alibaba's AliExpress fined $629 million by EU over illegal products
📝 JSW Energy Q1 results: Profit falls 37% to ₹471 crore, revenue stays flat
📝 RBI likely used dollar deposit surge to cut record FX forward book
📝 Orient Electric Q1 result: Profit up 79.7% at ₹31.49 cr, revenue up 23.5%
📝 Rural income gains hit two-year low, informal borrowing rises: Nabard
📝 Punjab National Bank eyes entry into world's top 100 banks in next 2 years
📝 Homebuyers move up price ladder: Rs 1.5-3 cr housing sales jump 58% in H1
📝 Paras Defence to invest ₹6,200 cr to set up chip packaging facility in MP
📝 India's auto sector to commission ₹703 billion of projects by FY29: Report
*Economic Times :*
📝 India's installed solar capacity rises 57-fold since 2014 to 162.15 GW, Government tells Parliament
📝 Government says 629 national highway projects behind schedule
📝 TVS Motor may hive off TVS Credit financial services business to unlock value
📝 Nestlé cooks up 35.6% export growth as Maggi finds new global shelves amid war jitters
📝 Borrowing costs in bond market may rise as upside risks to India's 10-year bond yield persist: BoB Report
📝 Imagicaa world bets on experience economy with $104 million expansion plan
📝 Bajel Projects signs 500 kV transmission line pact with EETC in Cairo
📝 Reliance launches AJIO Beauty to capture India's booming market
📝 Generic drugmaker Sandoz to engage with US after Trump tariff threat
📝 Domino's India operator Jubilant FoodWorks' Senior VP & CIO Narottam Sharma resigns
📝 Purple Finance to acquire Saksham Gram Credit for rural expansion
📝 Indian refiners halt Iraq oil loadings on rising Hormuz risk
*Mint :*
📝 KKR appoints former Manulife CEO Roy Gori as senior advisor
📝 Mahindra World City, Sumitomo expand Chennai industrial park
📝 Delhi HC upholds Centre's move to take Gujarat offshore block from Vedanta
📝 Glenfiddich-maker eyes wider India portfolio as UK FTA cuts Scotch prices
📝 Blinkit powers Eternal's Q1 growth as taxes, investments weigh on profit
📝 BPCL Q1 Results: PSU firm posts net loss of ₹3,962 crore
📝 EbixCash World Money Gets Perpetual RBI Licence for Trade and Family Remittances
📝 Nestlé India posts strong Q1, flags commodity cost risks
📝 SRF Board Approves Capex Of Rs 250 For BOPET Thick Film | 117 |
| 6 | Smartworks Q1
--Net Profit At ₹13 Cr Vs Loss Of ₹5 Cr (YoY)
--Revenue Up 44% At ₹546 Cr Vs ₹379 Cr (YoY)
--EBITDA Up 43.5% At ₹346 Cr Vs ₹241 Cr (YoY)
--Margin At 63.3% Vs 63.5% (YoY) | 151 |
| 7 | ADANI Power - Big one off in results
One off of Rs 1400 crore odd
As per company press release 1386 crores income recorded is pertaining to prior period
If adjust for prior period, results are flat yoy | 151 |
| 8 | GlobusSpiritsLTD_EarningsCall_20.07.2026.pdf | 243 |
| 9 | JKCementLTD_EarningsCall_20.07.2026.pdf | 245 |
| 10 |  Photo from Hemant Gupta | 247 |
| 11 | *Steel Exchange:* Q1 FY27 Net Profit at Rs. 15 crore vs Rs. 10 crore YoY. Revenue at Rs. 270 crore vs Rs. 300 crore YoY. (Neutral)
*Anant Raj:* Company approves Rs. 74.86 crore investment in wholly-owned subsidiary Ashok Cloud Pvt. Ltd. via rights issue to support the development of its data centre and cloud business. (Neutral)
*Orbit Exports:* Company submits corrigendum to the Letter of Offer for its share buyback of up to 11.04 lakh equity shares at Rs. 250 per share, aggregating up to Rs. 27.60 crore. (Neutral)
*Rudra Gas:* Company invests ₹3.5 cr in its subsidiary, Rudra Global Green Energy Private Limited. (Neutral)
*CAMS:* Company has completed the acquisition of Fintuple Technologies Private Limited. (Neutral)
*HDFC Bank:* CEO reappointment delayed by board review: Report. (Neutral)
*Oberoi Realty:* Q1 FY27 Net Profit at Rs. 544 crore vs Rs. 421 crore YoY. Revenue at Rs. 1,300 crore vs Rs. 988 crore YoY. (Neutral)
*CDSL:* SEBI Fines Rs 1 Crore Over 2022 Malware Attack, Cybersecurity Lapses. (Neutral)
*Hindalco (Novelis):* US Offers to Halve Aluminum Duties for Firms Building in US. (Neutral)
*Paytm Q1:* Board decides not to proceed with the bonus issue (Neutral)
*GNA Axles:* Sehrah Maninder Singh sold 4.71 lakh shares at Rs. 534.99 per share. (Neutral)
List of stocks excluded from ASM Framework: Unichem Laboratories. (Neutral)
List of stocks included in the Long term ASM Framework: Amir Chand Jagdish Kumar. (Neutral)
Circuit filter change from 5% to 20%: Teja Engineering Industries. (Neutral)
*Advit Jewels:* Revenue at Rs. 43.2 crore versus Rs. 59.9 crore. Net profit at Rs. 8.7 crore versus Rs. 16.2 crore. (Negative) | 305 |
| 12 | *India Daybook – Stocks in News*
*K.C.P. Sugar:* Company's subsidiary secures a Rs. 257 crore order from Hyundai Engineering & Construction for the Common Seawater Supply Project. (Positive)
*Emcure Pharmaceuticals:* Company receives CDSCO approval to expand the use of Poviztra®️ for MASH treatment in India. (Positive)
*RVNL:* Company emerges as L1 bidder for a Rs. 358.97 crore EPC railway project from East Central Railway. (Positive)
*Monarch Surveyors:* Company has secured ₹11.66 crore Government order from Bihar. (Positive)
*Redington:* Company and Resulticks Forge 5-Year Strategic Partnership. (Positive)
*Ashiana Housing:* Company's Jaipur Project Sees 224 Units Booked, Generating ₹372.45 Crores. (Positive)
*Tatvachintan Pharma:* Ground breaking ceremony for the new facility was held on 20 July 2026. (Positive)
*Venus Remedies:* Q1 FY27 Net Profit at Rs. 22.9 crore vs Rs. 9.6 crore YoY. Revenue at Rs. 178 crore vs Rs. 137 crore YoY. (Positive)
*Southwest Pinnacle:* Q1 FY27 Net Profit at Rs. 7.6 crore vs Rs. 2.1 crore YoY. Revenue at Rs. 61.8 crore vs Rs. 40.1 crore YoY. (Positive)
*Sobha:* Q1 FY27 Net Profit at Rs. 50.8 crore vs Rs. 13.6 crore YoY. Revenue at Rs. 1,278 crore vs Rs. 850 crore YoY. (Positive)
*Karur Vysya Bank:* Q1 FY27 Net Interest Margin (NIM) at 4.26% vs FY27 guidance of 3.7%–3.8%. (Positive)
*Can Fin Home:* Expects to keep FY27 net interest margin above 3.8%, with management remaining optimistic despite a sequential dip in Q1. (Positive)
*India Glycols:* NCLT approval of corporate restructuring. (Positive)
*InterGlobe Aviation:* Company has signed MoU for Order of 1000+ LEAP-1A Engines. (Positive)
*Acme Solar Holdings:* BESS project commissioning (Positive)
*Gandhar Oil:* Neo Mile Fund acquired 8.6 lakh shares. (Positive)
*Canara HSBC Life:* New Business Premium Rs. 470 crore versus Rs. 399 crore. Value of New Business (VNB) increased 29% to Rs. 124 crore versus Rs. 96 crore. (Positive)
*JP Power:* Net profit at Rs. 469 crore versus Rs. 278 crore. Revenue rose 12.2% to Rs. 1,776 crore versus Rs. 1,583 crore. (Positive)
*Bluestone Jewel:* Net profit of Rs. 7 crore versus a loss of Rs. 34.5 crore. Revenue at Rs. 737 crore versus Rs. 493 crore. (Positive)
*Rallis:* Net profit at Rs. 125 crore versus Rs. 95 crore. Revenue at Rs. 1,022 crore versus Rs. 957 crore. (Positive)
*Bajaj Health:* Net profit at Rs. 13.7 crore versus Rs. 11.8 crore. Revenue at Rs. 166 crore versus Rs. 149 crore. (Positive)
*Central Mine Planning:* Net profit at Rs. 116 crore versus Rs. 75.6 crore. Revenue at Rs. 481 crore versus Rs. 409 crore. (Positive)
*PayTM:* Q1 FY27 Net Profit at Rs. 220 crore vs Rs. 123 crore YoY. Revenue at Rs. 2448 crore vs Rs. 1918 crore YoY. (Positive)
*RITES:* Company has signed MoU with MECON to explore new business opportunities. (Positive)
*Intellect:* Company has launched Credit Union Solution Suite for credit unions and mutuals globally. (Positive)
*Fortis Healthcare:* Company appoints Vijender Singh as MD & CEO of arm Agilus. (Neutral)
*Marksans Pharma:* Company completes 100% acquisition of Germany-based ABCNOW GmbH. (Neutral)
*Wanbury:* Company's Tanuku facility receives 6 observations in USFDA GMP inspection. Company to respond within the stipulated timeline. (Neutral)
*Transformers and Rectifiers:* Q1 FY27 Net Profit at Rs. 61.5 crore vs Rs. 67.4 crore YoY. Revenue at Rs. 570 crore vs Rs. 530 crore YoY. (Neutral)
*Rajoo Engineers:* Q1 FY27 Net Profit at Rs. 12.7 crore vs Rs. 14.4 crore YoY. Revenue at Rs. 77 crore vs Rs. 85.1 crore YoY. (Neutral)
*Canara HSBC Life Insurance:* Q1 FY27 Net Profit at Rs. 28.1 crore vs Rs. 23.4 crore YoY. Revenue at Rs. 2,050 crore vs Rs. 1,650 crore YoY. VNB Margin at 21.1% vs FY27 guidance of 22%–23%. (Neutral)
*SML Mahindra:* Q1 FY27 Net Profit at Rs. 63.6 crore vs Rs. 67.0 crore YoY. Revenue at Rs. 960 crore vs Rs. 850 crore YoY. (Neutral)
*ACE:* Q1 FY27 Net Profit at Rs. 119 crore vs Rs. 97 crore YoY. Revenue at Rs. 785 crore vs Rs. 652 crore YoY. (Neutral) | 244 |
| 13 | HeritageFoodsLTD_EarningsCall_17.07.2026.pdf | 262 |
| 14 | RBLBankLTD_EarningsCall_17.07.2026.pdf | 282 |
| 15 | CeatLTD_EarningsCall_17.07.2026.pdf | 287 |
| 16 | https://www.cnbc.com/2026/07/20/jpmorgan-chase-ceo-jamie-dimon-market-risk.html | 285 |
| 17 | ACCIDENT OF THE DAY : WAAREE, PREMIER ENERGIES
*ALMM-II extension, -ve for Solar mfg, +ve for developers*
*What’s new?*
- MNRE, on Saturday, announced limited extension to the implementation of ALMM List-II (Approved List of Models & Manufacturers for solar cells) for Net Metering and Open Access (OA) solar projects to Dec-26 (earlier: May-26).
- The decision followed by industry concerns that domestic cell manufacturing capacity remains insufficient to meet near-term demand, potentially delaying projects and increasing costs.
- MNRE stated that the move is intended to facilitate a smoother transition towards domestic cell sourcing while protecting investments already made by developers and module manufacturers.
- Interestingly, the order specifically notes that the extension will also help module manufacturers monetize existing inventories and provide time for the domestic solar cell industry to scale up capacity before the full implementation of ALMM List-II.
*Our view*
1) Impact on Solar Module Manufacturers (Waaree Energies & Premier Energies)
Near-term impact: Negative
- This extension reduces the value creation opportunity for the manufacturers such as Waaree Energies and Premier Energies with stronger backward intergration
- As the industry manufacturing capacity expands and demand supply mismatch reduces over the next six months, the pricing power for early movers of cell capacity additon would erode for the DCR based modules
- On the non DCR module, there can be an increase in demand in Q2 and Q3, however, given the lower realization and margin compared to DCR modules, this would still be net negative on the FY27 financials of these companies.
2) *Impact on CleanMax*
*Near term impact: Positive*
- For RE open access and rooftop developers like CleanMax, this could have a significant boost in the segment as there can be an increased demand from consumer to benefit from the capex cost savings
- For C&I developer, execution certainty is often more valuable than marginal equipment localization benefits, making this policy amendment an incremental positive for growth and project returns over the next six months.
*3) Industry impact*
- In our view, the strong solar capacity addition in FY26 was partly driven by capacity additions ramp up to benefit prior to the change in regulations.
- We earlier, therefore had anticipated the spurt of FY26 (44.6GW addition) to subside marginally in FY27 and estimated a 35GW addition for the year.
- However, the announced extension, we see upside risk to our estimate. BROKERAGE NOTE | 370 |
| 18 | 🇮🇳💵 *The Global Dollar Chase*
Indian banks are suddenly paying up to 7.1% on US dollar deposits nearly double a US Treasury. This is not generosity.
The story: US–Iran oil shock → rupee pressure → RBI sold ~$54bn of reserves → June 2026: RBI opens an FCNR swap window (it absorbs banks' hedging costs), waives CRR/SLR, removes the rate ceiling till Sept 30.
Same playbook that raised $34bn in 2013. This time bankers expect $40–50bn.
New article covers: where India's dollars come from, who the hidden winners are when $40bn hits bank treasuries, and the full leverage math for NRIs upside AND downside.
https://www.linkedin.com/pulse/global-dollar-chase-why-india-suddenly-wants-nri-money-pratik-doshi-rtitf | 381 |
| 19 | *What is Dollar Index and why it's important* ?
*Dollar Index (often referred as to DXY) is a measure of the value of the U.S. dollar relative to a basket of 6 Foreign Currencies*
🔰Foreign Currency Weightages against the measure
Euro - 57%
Japanese Yen - 13.6%
Canadian Dollar - 9.1%
British Pound - 11.9%
Swedish Krona - 4.2%
Swiss Franc - 3.6%
⏳Created - 1973
Base Value - 100
Let me explain in simple words - If Dollar Index is 107, USD is expensive by 7%, which hurts emerging economies mostly an expensive USD puts pressure on their financial markets.
If Dollar Index is at 90, its cheaper by 10% than its fair value, which will again hurt the emerging economy as majority exports goes to US.
📚Historic Value
It reached an all-time high in 1984 at nearly 165, and an all-time low of around 70 in 2007. In the years since then, the U.S. dollar index has been relatively range bound, fluctuating between 90 and 110. As of tonight, its trading at 107.9, showing some signs of topping off.
The index is affected by macroeconomic factors, including inflation/deflation in the dollar and foreign currencies in the basket, as well as recessions and economic growth in those countries.
Last week when Japan raised its interest rate after decades, USD some weakness and slipped.
Dollar Index adapts to better represent those countries that the U.S. buys from and sells to most.
💡Interpreting the USDX
An index value of 120 suggests that the U.S. dollar has appreciated 20% versus the basket of currencies over a particular time period. Simply put, if the USDX goes up, that means the U.S. dollar is getting stronger in value compared to the other currencies.
Similarly, an index value of 80, indicating a fall of 20 from its initial value, implies a 20% depreciation in strength relative to the other currencies. The appreciation and depreciation results are a factor of the time period in question.
📊5 ways in which dollar index impacts us?
1⃣ Stock market
When the index falls, the rupee appreciates, and the dollar weakens. As a result, investors in the US see an opportunity for higher returns in India, which leads to an inflow of Foreign Institutional Investment (FII). Due to heavy inflows, there is heavy buying in the overall market, and the stock market turns bullish - goes up.
2⃣ Metal Price Change
If we look at historical data, we can conclude that gold prices are inversely related to the dollar index value. When the dollar index increases and the dollar strengthens, the gold price will fall. Gold gets imported into India in large quantities, and therefore it impacts the economy as a whole.
3⃣ Fuel Prices
India is the largest crude oil importer. The change in the dollar index affects crude oil prices and impacts us. When the dollar index rises, crude oil and other commodities become more expensive. It increases our import costs and widens our current account deficit. Also, it affects the profitability of the oil importers and refineries in India.
4⃣ Inflation
An increase in the dollar index makes the dollar strong and depreciates the Indian rupee's value. A weakened rupee makes imports costlier and impacts Indian company profitability due to increased production costs. Increased costs for companies mean companies have to increase the prices of goods and services, which leads to inflation. The overall Gross Domestic Product (GDP) is impacted and suffers a slowdown when the dollar strengthens.
5⃣ Companies with Dollar-Denominated Debt
*Some Indian companies have borrowed Dollar-denominated debt for cost-effectiveness*. These companies are directly affected when the dollar rises. A strong dollar proves costly to companies with dollar-denominated debt as they have to shell out more in rupees to repay their debt. It impacts the company's profitability and might lead to a financial crunch. | 380 |
| 20 | HDFCBankLTD_EarningsCall_18.07.2026.pdf | 362 |
