INDIAN SHARES✨

Telegram app will be suspended temporary till 22.-- Govt under telecom act 69

Bajaj Electricals, Wipro, Surya Roshni, Havells India - The Andhra Pradesh government has announced a major push towards sustainable urban infrastructure with the launch of an Integrated Lighting Management System (ILMS)-based Smart Street Lighting Project across all Urban Local Bodies (ULBs).- positive Waaree Energies – Company has won an 800MW solar module supply order from a prominent domestic energy solutions provider. - Positive Mahindra EPC – Company won order worth Rs17.15cr- Positive Bharat Forge – Company has unveiled its innovative MArG series of 155mm 4×4 Mounted Artillery Guns at Eurosatory 2026. This new line offers highly mobile, rapidly deployable, and cost-optimized firepower solutions for modern land forces. - Positive LTMindtree – Company launched BlueVerse for iRun, an AI-native managed services model aimed at helping enterprises automate IT operations and shift from traditional effort-based service delivery to outcome-driven operations powered by agentic artificial intelligence (AI). - Positive May Wholesale Prices Rise 9.68% YoY – Estimates 9.55% - Wholesale prices rose more than economists expected in May at 9.68% YoY - (estimate +9.55%) in May. Primary article prices rose 4.99% y/y. Previous month was 8.26%, Fuel, power, lighting prices rose 30.33% y/y, Manufactured product prices rose 7.48% y/y and Wholesale food prices rise 3.6% y/y. – Expect to reduce WPI due to falling oil price Mini Diamond India – Company won order worth Rs14cr- Positive Meesho - Company announced the acquisition of Kirana Club for an aggregate consideration of ₹202.08 crore to expand its digital commerce ecosystem- Positive IFCI and capital market stocks – The long-awaited initial public offering (IPO) of the National Stock Exchange (NSE) is set to move a step closer, with the country’s largest stock exchange expected to file its preliminary papers with Sebi next week NLC India - Company and Uttar Pradesh Rajya Vidyut Utpadan Nigam, has declared the third unit of 660 MW of the Ghatampur Thermal Power Project in India commercially operational Deccan Gold Mines – Company announcing that the Supreme Court upheld pre-2015 mining lease rights, with the company reviewing the impact of the judgment on its Ganajur Gold Project- Positive

GMR Airports Monthly Traffic Data (YoY) - Domestic traffic growth by 7.9% YoY. International traffic growth by 0.4%, affected by geopolitical conditions. Crossed 20.4 million passenger mark, highest-ever total passenger traffic (mainly driven by domestic traffic growth at Delhi Airport) - positive Patel Engineering: Company receives Rs. 126.37 crore Letter of Acceptance for Tasgaon Lift Irrigation Scheme in Maharashtra; company's share in the contract valued at 51% of total contract. - positive Sudarshan Chemical Industries: Company inaugurates second global head office in Frankfurt, underscoring the company's growth ambitions and long-term commitment to Germany. - positive Crizac: Announces strategic investment in Edument Consultancy, the operator of ForeignAdmits, through CCDs & CCPS, extending the company's reach into AI-powered financing and visa solutions. - positive Craftsman Automation: Approval of fund raising through issue of equity shares having face value of Rs. 5 each for an aggregate amount not exceeding Rs. 2,000 crore. - positive Anant Raj: Incorporation of Anant Raj Cloud arm of the company in Singapore. - positive SJS Enterprises: Company sold its immovable property in Bengaluru for a consideration of Rs. 58.5 crore by executing a sale deed. – positive – exit non core business HCL Technologies: Made investment of Rs. 1,427.25 crore in Axonwise Private Limited (Sarvam AI), a company incorporated in India. - positive Adani Enterprises: Adani Enterprises and Jabil target a strategic alliance to build AI Data Center Infrastructure Platform in India. - positive Jeena Sikho Lifecare: Executed MoU and Research Facility Usage Agreement for research institute and research facility at Chandigarh, focusing on research and knowledge development in the fields of Ayurveda. - positive RailTel Corporation of India: Received work order worth Rs. 15.77 crore from Munitions India. - positive Northern Arc Capital: Company enters into an MoU with YES Bank to leverage its network of 368 Originator Partners to facilitate substantial credit deployment for YES Bank through its Placements Business. - positive Bandhan Bank: Approval for sale of identified Non-Performing Assets with more than 180 Days Past Due towards Housing Finance Portfolio of the bank, principal outstanding amounting to Rs. 303.74 crore. - positive Devyani International: Received no objection from exchanges towards Scheme of Arrangement amongst Devyani International and Sapphire Foods India. - positive Cyient: Submitted board and shareholder approvals for buyback of up to 64 lakh shares at Rs. 1,125/share (total Rs. 720 crore) via tender offer route. - positive Vikran Engineering: India Ratings assigned IND BBB+/Stable rating to proposed Rs. 500 million NCDs. - positive Dhanlaxmi Bank: Board approved appointment of Krishnakumar K as CFO for a 3-year term, replacing Kavitha T.A.; effective date to be announced. - positive Birla Corporation: India Ratings affirmed IND AA/Stable rating on Rs. 3,781.5 million bank facilities and assigned IND AA/Stable to additional Rs. 1,203.4 million facilities. - positive Concord Enviro Systems: Wholly owned subsidiary secured Rs. 16 crore order for wastewater treatment & ZLD system from a domestic steel manufacturer, to be executed over 12 months. - positive Jubilant FoodWorks: To invest Rs. 19 crore in wholly owned subsidiary (Sri Lanka) via subscription to OCPS for funding operations/expansion; no change in ownership. - positive General Insurance Corporation of India (GIC Re): Government of India plans OFS of up to 2% stake (3.51 crore shares) with option to sell additional 3% (total up to 5%) on June 16–17, 2026 to meet minimum public shareholding norms. – Long term buy

European Market – European stocks advanced after the US and Iran reached an interim agreement to reopen the Strait of Hormuz, briefly lifting the Germany and France Index over 1.5% each. Gold – Gold prices extend gains, rising more than 3% to above $4400/ounce on easing expectations of higher interest rates after the U.S. and Iran reached a deal to end geo-political tension in the gulf region. Brent Crude -. Oil prices dropped 4% to below $84/bbl after news broke over the weekend of a tentative peace deal between the U.S. and Iran. U.S. and Iranian officials said on Sunday they agreed to a framework for a deal to end their war. The agreement would lead to the Strait of Hormuz reopening to oil shipments. FIIs – FIIs were net buyers Rs200cr. FIIs were net sellers Rs446230cr this month DIIs – DIIs were net buyers Rs3189cr. DIIs were net buyers Rs61136cr this month Nifty Technical – Nifty formed a bearish candle on the daily frame but has been making higher highs – higher lows from the last two sessions. Now it has to hold above 23850 for an up move towards 24050 then 24200 zones while support can be seen at 23700 then 23600 zones. Bank Nifty Technical – Bank Nifty formed a small bearish candle on daily scale as some profit booking was seen from higher zones but multiple supports were intact at lower levels. Now it has to hold above 57000 zones for an up move towards 57500 and then 58000 levels while supports are shifting higher at 56750 then 56500 zones. Previous Day Market Summary – Equity benchmark indices staged a strong rally, with the Nifty gaining nearly 1% to close above the 23,800 mark and the Sensex surging nearly 800 points, as investors welcomed reports of a proposed peace agreement between the United States and Iran. The development significantly improved market sentiment after both nations reportedly reached an interim accord that includes the reopening of the Strait of Hormuz and measures to ease geopolitical tensions in the Gulf region. Crude oil prices tumbled over 4%, falling to a three-month low below $84 per barrel following the announcement, alleviating concerns over supply disruptions and inflationary pressures. The positive news triggered a broad-based rally across global markets, with major Asian and European indices advancing as much as 5%, while US index futures gained more than 1%. Investors cheered the prospect of lower energy costs, easing inflation, and a potentially less hawkish interest-rate outlook. The Nifty climbed 231 points or 0.9% to settle at 23,930, while the Sensex advanced 736 points or 0.9% to close at 76264. Over the past two trading sessions, the Nifty has rallied nearly 3%, driven by aggressive short-covering, improving global risk appetite, and easing geopolitical concerns. Actionable – HPCL, Vardhaman Textiles, IFCI Corporate Action - Mini Diamonds India Ltd Bonus issue 1:1, R R Kabel Ltd Rs 5.5 Global Data - Tuesday – US - Housing starts. China - Retail Sales, Industrial Production, Market Summary Andhra govt announces smart street lighting project in ULBs. Bharti Airtel Gets Holders’ Nod for Africa Stake Consolidation. LTM rolls out BlueVerse for iRun to automate enterprise IT operations. Bharat Forge Unveils MArG Mounted Artillery Guns at Eurosatory 2026. NSE likely to file draft IPO papers with Sebi next week Shell Is Said to Select Aditya Birla for Sprng Energy Deal - Aditya Birla Group has emerged as the frontrunner to buy Shell Plc’s Indian renewable power producer. An agreement for the unit, Sprng Energy Pvt, could be signed in the coming weeks, according to the people, who asked not to be identified because the information is private. Shell is seeking a valuation of about $1.8 billion Bharti Airtel - Company secured shareholder approval for a share-swap transaction to increase its stake in Airtel Africa, with 99.99% of votes cast in favor of the proposal at an extraordinary general meeting held on June 12. Bharti to Boost Airtel Africa Stake in $2.9 Billion Deal – Positive

News & Impact (Tuesday, 16th June 2026) US-Iran Update - Trump and Iran reach tentative deal to end war, reopen Hormuz - The United States and Iran have reached a deal aimed at ending the war that will reopen the Strait of Hormuz and lift the American naval blockade. A signing ceremony is set for Friday in Switzerland. Focus today – Gift Nifty is trading flat to positive. US market gained up to 3%. Brent crude fell to 3-month low at below $84/bbl. FIIs turn into net buyers worth Rs200cr this month. Actionable – HPCL, Vardhaman Textiles, IFCI Market outlook Today – The domestic equity market is expected to open on a positive note following reports that the US and Iran have reached an interim agreement to reopen the Strait of Hormuz. Supporting sentiment further, crude oil prices have declined to a three-month low below $84 per barrel, while Foreign Institutional Investors (FIIs) turned net buyers with purchases worth approximately ₹200 crore for the first time this month. Global markets rallied on hopes of easing geopolitical tensions in the Gulf region and reduced inflationary pressures due to softer energy prices. Overnight, US markets advanced by as much as 3%, led by technology stocks. Asian markets are showing mixed trends this morning, while US index futures and Nifty futures are trading in a flat-to-positive range. Despite the positive undertone, the market is likely to remain range-bound ahead of the anticipated final US-Iran agreement expected on Friday. Investors will closely monitor developments surrounding Iran's nuclear program, the long-term reopening of the Strait of Hormuz, and any potential financial assistance sought by Iran to support its economic recovery. Over the last two trading sessions, the Nifty has gained nearly 3%, driven by aggressive short covering, improving global risk appetite, and easing geopolitical concerns. A key positive for the domestic market is the sharp decline in crude oil prices, which could significantly reduce fiscal pressures and improve the macroeconomic outlook for India. The Nifty is likely to test the psychologically important 24,000 level as investors await greater clarity on the final US-Iran peace agreement. Sector-wise, oil marketing companies, tyre manufacturers, cement producers, capital goods firms, and other businesses with significant exposure to the Gulf region are expected to remain in focus and may benefit from the improving outlook. Sector-wise outlook: Focus on gold finance stocks – Expect positive for gold finance stocks due to benefit of surging gold price. Focus on Exchange related – Expect positive for exchange related stocks on optimism over NSE IPO. Media report that NSE likely to file draft IPO papers with Sebi next week Focus on oil marketing, tyre, cement, aviation stocks – expect rally to continue on oil marketing, tyre, cement, aviation stocks as benefit of falling oil price to 4-month low at below $83/bbl Focus on capital goods, engineering stocks – Expect positive Capital goods and engineering stocks due to strong exposure in the gulf region. Hope of peace deal between US-Iran may positive for these sector. Focus on textiles, apparel, frozen foods – Expect positive for textiles, apparel, frozen foods stocks on hope of peace deal between US-Iran may rising expo Today Asian Market Trend - Asian equities are witnessing mixed performance as traders took stock of a relief rally fueled by the US-Iran deal to reopen the Strait of Hormuz, while awaiting rate decisions in Australia and Japan. US market Update ¬ -- US stocks rose sharply after the US and Iran reached an interim deal to reopen the Strait of Hormuz, sending oil prices lower and easing concern about inflation ahead of Kevin Warsh’s first meeting as chairman of the Federal Reserve this week. SpaceX shares advanced 20%, helping boost risk-on sentiment. Nasdaq Composite Index gained 3% while Dow Jones Index advance 1%.

If the comparison is specifically between Vedanta Aluminium (VAML) and , my view is: 1. Size & Revenue ParameterVedanta Aluminium (VAML)HindalcoFY25 Revenue~₹70,000–75,000 crore (estimated aluminium business)₹2.75 lakh croreBusiness MixPure aluminiumAluminium + Copper + NovelisDiversificationLowVery high Winner: Hindalco Hindalco has a much larger and diversified business base. 2. Net Profit Growth VAML Benefiting from higher aluminium prices. Earnings can be highly cyclical. Pure-play aluminium gives stronger upside during commodity upcycles. Hindalco More stable profit profile. Indian aluminium business is reporting record profits. Novelis and copper provide earnings support. Winner: Bull market in aluminium → VAML Through cycles → Hindalco 3. Debt VAML Historically part of Vedanta Group, which carried high leverage. Demerger may improve transparency, but debt remains a key monitor. Hindalco Debt has reduced significantly over the years. Stronger balance sheet. Better credit quality. Clear Winner: Hindalco 4. Capacity VAML India's largest aluminium producer. Capacity around 2.4–2.5 million tonnes. Hindalco Aluminium capacity around 1.3 million tonnes in India. Plus global downstream giant Novelis. Winner: Primary aluminium: VAML Value-added products: Hindalco 5. Valuation (P/E) Generally: VAML: likely to trade at lower multiples because of commodity cyclicality and Vedanta Group perception. Hindalco: commands higher valuation due to diversification and better governance perception. Lower P/E does not automatically mean cheaper; sometimes it reflects higher risk. 6. Future Prospects VAML Pros ✓ Pure aluminium play ✓ Largest Indian producer ✓ Biggest beneficiary if aluminium prices rally ✓ Potential rerating after demerger. VAML Risks ✗ Higher debt concerns ✗ Group overhang ✗ Earnings highly dependent on aluminium prices. Hindalco Pros ✓ Aditya Birla Group governance ✓ Strong balance sheet ✓ Novelis exposure to recycling and EV demand ✓ Copper business ✓ Consistent execution ✓ Record India profits. Hindalco Risks ✗ Novelis slowdown can impact earnings. ✗ Lower upside than a pure-play aluminium stock in a sharp commodity rally. Which one should you buy? If you are a conservative long-term investor (5–10 years): → Hindalco is the better choice. Reasons: Better quality. Lower financial risk. More diversified earnings. Stronger management track record. If you are aggressive and bullish on aluminium prices: → VAML can potentially generate higher returns, especially in the first few years after demerger if the market rerates the business. But expect much higher volatility. This gives stability along with exposure to the potential upside from the newly listed Vedanta Aluminium business. Overall Verdict: Hindalco = Better quality compounder. VAML = Higher-risk, higher-reward opportunity. For most retail investors buying today for the next 5 years, Hindalco would be my first choice. But hindalco stock already ran n vaml listed also at 522 at higher price after that it saw selling . So wait n watch till price stablises

Gift nifty 14 points up Aft continuous selling in june . On Monday fii made a token buying of 200 cr. Brent $80.6 positive. Let's see how fast Harmuz opens up and business from there becomes normal. Govt has warned about al nino affect and erratic monsoon this yr . Easing of crude may help a bit to ease pressure on inflation further. And may tapper interest rate hike. And subsequently will help precious metals to stay strong.

This type of fine tuning required for stock market for ltgs taxes also. Which can change the market track to upwards. But who cares.?

As on vacations , so not in proper touch with mkt. Connect you all soon when back Stay healthy.

Gm all Vedanta demerged entities listing today. Vaml vedanta alluminium is going to rocks 522 pre open rate showing. Though kotak sec sugg 472 expected price..

2 biggest ipos of history Nse and jio telecom will file drhp with sebi next week .

Vedanta demerged units will be listed on monday

Jeena Sikho Lifecare – Company begins operations at its new 100-bed Sanskriti Ayurvedic Hospital in Mathura, Uttar Pradesh, strengthening its healthcare presence. – Positive

Honasa Consumer: The company reports ~30% growth in focus categories for FY26 and is targeting a 15% EBITDA margin by unlocking 500 bps. .- Positive Bharat Wire Ropes: The company receives a notice from the Maharashtra Pollution Control Board to halt activities at its manufacturing unit in Chalisgaon. .- Positive . Kfin Tech: The company will invest $2 million in its Singapore subsidiary and approves the transition of its GIFT City branch business to its IFSC arm. .- Positive PFC & REC: The government approves the mega-merger of REC into Power Finance Corporation. .- Positive Lodha Developers: Thane Commercial Tower A Management ceases to be a subsidiary of the company. .- Positive IIFL Finance: The board approves the allotment of $500 million in fixed-rate, senior, secured notes due 2029. .- Positive Time Technoplast: The company will acquire a 76% stake in Systoverse Private for Rs. 25 crore. .- Positive Hindalco Industries: Its subsidiary Novelis successfully restarts the Oswego Hot Mill. .- Positive Pine Labs: The company successfully completes the acquisition of Shopflo. .- Positive Mobavenue AI Tech – Company strengthens global growth by engaging US AdTech markets, showcasing innovations at MAU Vegas, and targeting sustainable expansion. – Positive Marine Electricals – Company has received orders worth about 44.2cr – positive Concord Biotech – Company secures USFDA approval for Tofacitinib Tablets, 5 mg and 10 mg, targeting a $500M U.S. market for rheumatoid arthritis and related conditions. – Positive Ceigall – Company's SPV inks a ₹603 Cr concession agreement with NHAI for a 6-lane highway project in Punjab under the Hybrid Annuity Model. – Positive LTM – Company launches BlueVerse Currency, an AI-driven outcome-based pricing model, revolutionizing enterprise efficiency and scaling AI adoption globally. – Positive Hindustan Zinc – Company partners with Sulfozyme Agro under the Zinc Park initiative to boost sustainable metal recovery and strengthen India's downstream zinc sector. – Positive Style Baazar – Company opens its 275th store in Rasulgarh, Odisha, under Regulation 30, marking a milestone in its retail expansion strategy. – Positive JTL Industries – Company wins a Rs. 26.74cr order from Himachal Pradesh State Civil Supplies Corporation for supplying 3425 MT of G.I. Pipes to Jal Shakti Vibhag divisions. – Positive Astra Microwave - Company's board approves demerger of Space, Meteorology, and Hydrology business into subsidiary Astra Space Technologies, creating two sector-focused entities. – Positive Reliance Industries - Global technology giant Meta and Indian conglomerate Reliance Industries have agreed to establish an AI-enabled data center in Jamnagar. Under the terms of the agreement, Reliance will build a data center with 168 MW capacity, which Meta will lease, with options to scale. – Positive Nuvama Wealth receives Sebi Approval for Mutual Fund – Company received final approval from the Securities and Exchange Board of India to commence mutual fund operations through its unit Nuvama Asset Management – Positive HDFC Bank – Private bank major raising interest rates on Foreign Currency Non-Resident (Bank) [FCNR(B)] deposits after the Reserve Bank of India (RBI) operationalised a US dollar-rupee forex swap facility for fresh FCNR(B) deposits with maturities of three to five years. – Positive Life Insurance Corporation of India – Company has redesignated Radha Chatterjee as Chief In-Charge for Corporate Governance – Positive CleanMax To Build 900 MW Green Power Capacity For Meta in India – Company has partnered with Meta Platforms to develop around 900 MW of green energy capacity in India. CleanMax will develop and operate 837 MW of new solar and wind capacity across Rajasthan and Karnataka, along with some previously announced projects. Meta will purchase 100% of environmental attributes from the new projects – Positive Sula Vineyard – Company sold Mumbai office worth Rs27cr – Positive

European Market – European market declined as reignited tensions between the US and Iran are seen to jeopardize a potential peace deal. The US and Iran exchanged overnight strikes after US President Donald Trump accused Tehran of shooting down a US Army Apache helicopter over the Strait of Hormuz. Both Germany and France Index slipped nearly 1% each. Gold – Gold fell for a third day after the US launched fresh strikes against Iran, threatening to extend the war that’s roiled global markets and stoked inflation. Gold dropped as much as 1.2% to near $4,024 an ounce. Brent Crude -. Oil turned higher by 3% to $95/bbl as US crude inventories posted another steep drop, and President Donald Trump criticized Iran over stalled peace deal negotiations, following an exchange of attacks from both sides in the last 24 hours. FIIs – FIIs were net sellers Rs2125cr. FIIs were net sellers Rs43361cr this month DIIs – DIIs were net buyers Rs3124cr. DIIs were net buyers Rs48381cr this month Previous Day Market Summary – Equity benchmarks Nifty erased most of their intraday gains and ended marginally lower, as intensified selling in the final hour of trade weighed on sentiment amid escalating geopolitical tensions between the United States and Iran. Investor concerns increased after Iran announced it was reassessing future diplomatic engagements with the U.S. following overnight clashes and allegations of ceasefire violations, raising doubts over the progress of peace negotiations. 4Investors also remained cautious ahead of the release of key U.S. inflation data, which could provide further direction to global markets. The Nifty slipped 27 points to close at 23,215 after touching an intraday high of 23,425 Nifty Technical level – Nifty formed a doji sort of a candle on the daily frame with longer upper shadow indicating pressure and profit taking at bounce. Now it has to hold above 23200 for an up move towards 23450 then 23600 zones while support can be seen at 23100 then 23000 zones. Bank Nifty Technical Level – Bank Nifty formed a small bodied candle with long upper shadow on the daily scale as some pause is seen at higher zones but multiple supports are intact at lower levels. Now it has to hold above 55000 levels for an up move towards 55500 then 55750 zones while on the downside support is seen at 54750 then 54500 levels. Evenet – Lenskart block deal, Wipro share buy-back at Rs250 a share from 11th June to 17 June. FIFA World . PM Modi meeting with Nitti Aayoag Corporate Actions - Sunshield Chemicals Ltd Rs 3 Global Data –US – Initial Jobless Claims, PPI, Japan - Buying Foreign Bonds and Stocks Actionable Buy – OLA Electric Market Summary – Meta, Reliance Industries to Establish AI-Enabled Data Center in Jamnagar. Clean Max Securing 837 MW Solar and Wind Deal With Meta Zee Entertainment Enterprises: Zee Entertainment has greenlit raising a minimum of Rs 2,300 crore through one or more phases/tranches to fund the strategic and business initiatives.- Positive SBI: State Bank of India has raised its three to five years FCNR-B deposit rates to a range of 5.25-6.00%. The five year rate has risen by upto 295 bps; 4 to under 5 year FCNR(B) hiked upto 280 bps; and 3 to under 4 year rate is up by nearly 215 bps. .- Positive PPAP Automotive: The company partners with Hutchinson to develop advanced body sealing systems for India's passenger vehicle industry. .- Positive Deccan Gold: The company signs an earn-in pact for a Spanish Tungsten Project. .- Positive Aurionpro Solutions: The company targets an FY27 push into modular and edge products and is actively rebuilding and repricing its banking software. .- Positive Medplus Health: A subsidiary receives a drug license suspension for a store in Karnataka. .- Positive Optiemus Infracom: The company increases its corporate guarantee to its arm, Optiemus Electronics, from Rs. 35.5 crore to Rs. 60 crore. .- Positive

Good morning 🌅 News & Impact (Thursday, 11th June, 2026) US-Iran geo-political update - US military has launched strikes ‘against multiple targets in Iran’ . Trump says 100 million barrels of oil has gone through Strait of Hormuz in secret U.S. mission Focus –Gift Nifty is down 0.5%. Lenkart block deal at Rs486 of 2.3% equity. US market ended 5-week low, dropped 2%. Wipro share buy-back open today at Rs250. Oil price up 4% to above $95, Gold price fell to 6-month low below $4100/bbl. US May Inflation at 0.5%(MoM) vs 0.6% previous month. FIFA world cup from today. Govt approved REC-PFC merger. Credit Guarantee Scheme for Microfinance Institutions extended till Aug. 31 and rising limit from Rs300cr to Rs1000cr. Actionable - Ola Electric. Market outlook Today –. Domestic equity markets are expected to open on a weak note, influenced by a sharp decline in global markets, escalating geopolitical tensions in the Gulf region, a 4% surge in crude oil prices, and concerns that the US Federal Reserve may hike interest rates due to rising energy price. Overnight, US equity markets fell nearly 2%, closing at a five-week low, while major Asian markets opened about 1% lower amid heightened geopolitical concerns following reports that the United States carried out strikes on multiple targets in Iran for the second consecutive day. The developments have intensified fears of a broader US-Iran conflict. As a result, Brent crude oil prices jumped 4% to around $95 per barrel. Meanwhile, gold prices declined to a six-month low, and base metal prices on the London Metal Exchange (LME) fell to a two-month low. Gift Nifty is currently trading lower by 0.5% (123 points), whereas US index futures are indicating a mild recovery, up 0.4%. Market volatility is expected to remain elevated as investors closely monitor crude oil price movements, trends in US index futures, and further developments surrounding the US-Iran situation. In the previous session, benchmark indices erased most of their intraday gains and ended marginally lower, as intensified selling during the final hour of trading weighed on sentiment amid rising geopolitical uncertainty. Persistent FII selling, escalating US-Iran tensions, and higher crude oil prices continue to be key concerns for market participants. Despite near-term headwinds, traders are likely to adopt a buy-on-dips strategy, focusing on fundamentally strong stocks with a long-term investment perspective. Sector-wise outlook: Focus on sugar stocks – Expect positive for sugar stocks after the news that the government wants 100% Ethanol Fuel Focus on textiles stocks – Expect positive for textiles stocks after the government approved 96 companies under Textile PLI Round-3, unlocking Rs 12,823 crore. Focus on metal stocks – Expect volatile on metal stocks due sharp declined base metal price on LME. Focus on gold finance stocks – expect volatile on gold finance stocks due to over 6-month low gold price. Focus on micro finance stocks – Expect positive for micro finance stocks The government has approved an extension in the validity of the Credit Guarantee Scheme up to August (31.8.2026) and approved an increase in the maximum loan amount capped from Rs 300 to Rs1000 crores under the overall ceiling of 20 percent of AUM Asian Market Trend - Asian market declines in global peers after tensions heated up in the Middle East, with the US launching strikes against several targets in Iran for a second day in a row. Stocks across the Asia-Pacific region and US futures slipped. Japan, Taiwan, Australia Index slipped up to 1%. US market Update ¬– US market declined over 2% to close 5-week low as oil rose over 4% after the US launched new strikes on Iran, further clouding the chances for peace. Both Nasdaq Composite and Dow Jones Index slipped 2% as signs of escalating tensions in the Middle East offset optimism around an inflation report that raised hopes that policymakers will face less pressure to raise interest rates.

Good morning 🌄 The latest buzz from today's market DIIs pump ₹4 lakh crore into Indian equities in 2026, offsetting FII outflows of ₹3.18 lakh crore: Domestic institutional buying has been the primary buffer keeping markets stable amid sustained foreign selling.  IOC, BPCL, HPCL gain ~1% as crude steadies at $94 on Israel-Iran attack pause: OMC stocks recovered as ceasefire signals eased fears of further supply disruption in the region.  Haleon to invest ₹2,000 crore in first India manufacturing plant for Sensodyne in Pithampur: 40-acre Madhya Pradesh facility targets local demand and Asian exports, with operations expected by 2029-30. Source: Livemint India's engineering exports hit a record $122.43 billion in FY26, up 5% year-on-year: The sector has more than doubled from $70 billion in FY15, with the US remaining the top destination despite trade headwinds. Source: Business Standard India auto retail hits best-ever May at 25.31 lakh units, up 9.55% YoY: Passenger vehicles led with 23.25% growth while EV penetration crossed 11% for the first time, even as heatwaves and fuel-price hikes weighed on showroom footfalls.

Brent crude $ 93.41. Positive