Stock Market Today Live, July 27: Stock Market Today Live, July 27: Sensex jumps nearly 500 points as global rally, softer crude lift markets

LOHUM and CSIR-IMMT Forge Strategic Partnership to Strengthen India’s Rare-Earth Magnet Manufacturing Ecosystem

Rare-earth permanent magnets are essential components in electric vehicles, renewable-energy systems, advanced electronics, industrial automation, defence equipment, and several other strategically important applications, yet India remains heavily dependent on imports across this value chain. Establishing domestic capabilities in this space is vital to the country’s industrial resilience, technological sovereignty, and long-term economic security.

Against this backdrop, LOHUM, India’s largest diversified producer of sustainable critical minerals and advanced materials, and the Council of Scientific and Industrial Research–Institute of Minerals and Materials Technology (CSIR-IMMT) have signed a Memorandum of Understanding to jointly advance indigenous technology capabilities for the production of critical rare-earth materials used in high-performance permanent magnets.

The partnership represents an important step towards strengthening India’s domestic rare-earth value chain and building the technological foundation required for large-scale manufacturing of sintered rare-earth permanent magnets in the country. It also represents an industry-government alliance in support of the Government of India’s efforts to establish an integrated domestic ecosystem for sintered rare-earth permanent magnets and reduce the country’s dependence on imported technologies and materials.

Through this collaboration, LOHUM and CSIR-IMMT will combine scientific research, process-development expertise, and industrial execution capabilities to develop and validate technologies for the production of metallized neodymium-praseodymium (NdPr), one of the core materials needed for manufacturing high-performance rare-earth permanent magnets. The technology being jointly developed is a much safer alternative to the commonly used metal removal by ladle process of Molten Salt Electrolysis.

Govt bonds rebound as easing US-Iran tensions drag crude oil lower

Govt bonds rebound as easing US-Iran tensions drag crude oil lower

Government bonds surged at the start of the week, ​erasing losses from the previous week, after crude oil prices tumbled ‌following a pause in U.S.-Iran strikes over the weekend, ​boosting hopes for a diplomatic resolution to ⁠the conflict.

Zen Technologies falls 9% to ₹1,613.60 as Q1 PAT drops 40%; board extends QIP fund utilisation timeline by 24 months

Zen Technologies’ shares fell 8.7% to Rs 1,613.60 on the NSE, following 39.9% y-o-y decline on Q1 consolidated PAT to Rs 31.85 crore from Rs 53.07 crore in Q1FY26. Board has approved the extension of the timeline for utilisation of the unutilised balance of the funds (QIP) allocated towards inorganic growth, acquisitions, strategic initiatives and general corporate purposes by a period of 

24 months i.e from August 23, 2026 to August 22, 2028.

UltraTech Cement plans its biggest rupee debt funding, bankers say

UltraTech Cement plans its biggest rupee debt funding, bankers say

UltraTech Cement plans to raise ₹5,000 crore through bonds, marking its largest rupee debt funding ahead of RBI’s policy decision.

Tata Consumer rises 1% to ₹1,105.40 as Q1 net profit jumps 29% to ₹427 crore

Tata Consumer shares were up over 1% at Rs 1,105.40 on the NSE, hitting a high of Rs 1,123.40, following a 29 per cent year-on-year increase in consolidated net profit at ₹427 crore in Q1FY27.

Nifty Prediction Today – July 27, 2026: Nifty futures: Resistance ahead; stay cautious 

Nifty Prediction Today – July 27, 2026: Nifty futures: Resistance ahead; stay cautious  

Nifty Prediction for July 27, 2026: Watch for resistance at 24,000; bullish signs suggest cautious optimism in trading.

Bank of Baroda Q1 net profit plunges 72% YoY to ₹1,278 crore; shares flat at ₹245.65 on NSE

Bank of Baroda shares flat at Rs 245.65 on the NSE after reporting a 72 per cent year-on-year (y-o-y) drop in first quarter (Q1FY27) standalone net profit at ₹1,278 crore.

Rupee rises 28 paise to 96.25 against US dollar in early trade

Rupee rises 28 paise to 96.25 against US dollar in early trade

The rupee gains 28 paise to 96.25 against the US dollar, supported by falling crude oil prices and positive global sentiment.

Sigma Advanced Systems wins $105 million export order for next-gen 155mm artillery shells

Sigma Advanced Systems Secures USD 104.9 Million (roughly INR 1,013 Cr.) Export Order for Next-generation Extended Range 155mm Base Bleed Artillery Shells

Ravindra Energy partners with HPCL to launch EV charging infrastructure

Ravindra Energy: Energy In Motion Limited (EIM) has executed an Agreement with Hindustan Petroleum Corporation Limited (HPCL) to establish & operate fast charging cum battery swapping infrastructure for heavy commercial vehicles at select HPCL retail outlets across India. HPCL operates a network of over 25,000 retail outlets nationwide, including on all major highways and expressways. 

Ravindra Energy shares up 2.5% to Rs 175.88 on the NSE.

Crude oil falls as US, Iran halt weekend strikes

Crude oil futures traded lower on Monday morning after the US and Iran halted strikes against each other’s targets over the weekend.

Crude oil falls as US, Iran halt weekend strikes

Crude oil prices drop as US and Iran pause strikes, signaling potential de-escalation in regional tensions.

Today’s Stock Recommendation: Krishna Institute of Medical Sciences (KIMS)

Shriram Finance posts 60% rise in net profit

Shares of Shriram Finance traded at Rs 1013.90 on the NSE at 9.29 am, hitting a low of Rs 1,002.20 from the previous close of Rs 1,005.10. The company posted a 60 per cent rise in standalone net profit for the quarter ended June 2026 (Q1FY27) at ₹3445 crore

Crude oil futures decline amid US-Iran strike halt

Crude oil futures traded lower on Monday morning after the US and Iran halted strikes against each other’s targets over the weekend. At 9.32 am on Monday, October Brent oil futures were at $87.80, down by 4.23 per cent, and September crude oil futures on WTI (West Texas Intermediate) were at $84.93, down by 4.90 per cent. August crude oil futures were trading at ₹8232 on Multi Commodity Exchange (MCX) during the initial hour of trading on Monday against the previous close of ₹8604, down by 4.32 per cent, and September futures were trading at ₹7948 against the previous close of ₹8247, down by 3.63 per cent.

Crude retreat, geopolitical thaw lift Sensex 530 points; IndiGo, Tata Consumer lead gains

Markets opened sharply higher on Monday morning, riding a wave of easing geopolitical tensions and a steep fall in crude oil prices, even as domestic technical indicators continued to signal caution.

Crude retreat, geopolitical thaw lift Sensex 530 points; IndiGo, Tata Consumer lead gains

Sensex rises 530 points as easing geopolitical tensions and falling crude prices boost market confidence; IndiGo and Tata Consumer lead gains.

Top gainers and losers of Nifty 50

Top gainers

IndiGo (+3.19%), Tata Consumer(+2.40%), Asian Paints(+2.15%), Infosys(+2.01%)

Top losers:

Eternal (-2.47%), Bajaj FInance(-2%), M&M(-2%), Shriram Finance(-1.93%)

Sensex gained 584.05 pts or 0.77% to 76,643.82 at 9.16 am after positive opening at 76,608.98 from the previous close of 76,059.77; and Nifty 50 was up 154.75 pts or 0.65% to 23,922.20.

Tata Consumer, Hindustan Zinc, IDFC First Bank & KFin shares gain, Shriram Finance, Zen Tech, Shakti Pumps decline following Q1 results last week:

Q1 Results 27th July Live: Bharat Electronics, Coal India, Tata Power, Canara Bank, Indus Towers, Coforge, HUDCO, Godfrey Phillips to announce Q1 results, Tata Consumer, Hindustan Zinc, IDFC First Bank & KFin shares gain, Shriram Finance, Zen Tech, Shakti Pumps decline

Q1 Results Today, 27th July 2026 Live Updates: Find all the latest Q1 results 2026 updates of Aastha Spintex, Abhishek Finlease, ACE Edutrend, Andhra Cements, Aeroflex Industries, Amarjothi Spinning Mills, Antelopus Selan Energy, Apt Packaging, ASI Industries, Aurionpro Solutions, Balaji Amines, Bharat Electronics, Bhagyanagar India, BKM Industries, Canara Bank, CCL Products (India), Capri Global Capital, Cineline India, Coal India, Coforge, Digitide Solutions, Emkay Global Financial Services, Epigral, Everest Industries, Fairchem Organics, Gallantt Ispat, Godfrey Phillips India, Gravita India, Happiest Minds Technologies, HMT, Home First Finance Company India, Housing & Urban Development Corporation, IFB Agro Industries, Ishaan Infrastructures and Shelters, Indus Towers, JK Paper, Kanpur Plastipack, Kisan Mouldings, Lords Chloro Alkali, Manba Finance, Mishka Exim, Money Masters Leasing & Finance, Mold-Tek Packaging, Nelcast, NESCO, Northern Arc Capital, Panyam Cements & Mineral Industries, P N Gadgil Jewellers, Ritesh International, R R Kabel, Sagar Cements, Seemax Resources, Senores Pharmaceuticals, SGL Resources, Shiva Cement, Sigachi Industries, Supreme Petrochem, Sumitomo Chemical India, Tata Chemicals, Tata Power Company, Tejas Networks, TGB Banquets and Hotels, Tilaknagar Industries, Tamilnad Mercantile Bank, Tokyo Plast International, Universal Autofoundry, and Usha Martin

Coal India’s profit may dip as Iran war lifts mining costs

Coal India’s profit may dip as Iran war lifts mining costs

Coal India’s profit may fall 1% to ₹8,640 crore as rising mining costs from the Iran war impact earnings.

F&O Tracker: Shorts pile up 

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F&O Tracker: Shorts pile up 

F&O Tracker reveals rising FII shorts as Nifty and Bank Nifty approach key support levels amid bearish market sentiment.

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OPENING BELL: Markets open higher as Sensex rallies 584 points, Nifty advances

The Sensex rose 584.05 points, or 0.77%, to 76,643.82 at 9.16 a.m., after opening positively at 76,608.98 against the previous close of 76,059.77. The Nifty 50 gained 154.75 points, or 0.65%, to 23,922.20.

Corporate Actions

Dividend

27-Jul-26

DLF: Final Dividend – Rs. – 8.00

WIPRO: Interim Dividend – Rs. – 2.00

BIRLACABLE: Final Dividend – Rs. – 1.25

ARE&M: Final Dividend – Rs. – 5.20

DEEPAKNTR: Final Dividend – Rs. – 7.50

UNIVCABLES: Dividend – Rs. – 4.50

PERSISTENT: Final Dividend – Rs. – 18.00

VINDHYATEL: Final Dividend – Rs. – 6.00

KCP: Dividend – Rs. – 0.50

CRISIL: Interim Dividend – Rs. – 10.00

EVERESTIND: Final Dividend – Rs. – 1.00

TATACAP: Final Dividend – Rs. – 0.57

28-Jul-26

MENNPIS: Final Dividend – Rs. – 1.00

DOLLAR: Final Dividend – Rs. – 3.00

EIHAHOTELS: Final Dividend – Rs. – 3.50

GREAVESCOT: Final Dividend – Rs. – 2.00

RESONANCE: Final Dividend – Rs. – 1.00

GODREJPROP: Final Dividend – Rs. – 10.00

PERMAGN: Final Dividend – Rs. – 2.20

SRF: Interim Dividend – Rs. – 5.00

GMMPFAUDLR: Final Dividend – Rs. – 1.00

SOLARINDS: Final Dividend – Rs. – 11.00

IRBINVIT: Income Distribution (InvIT)

29-Jul-26

GODREJAGRO: Final Dividend – Rs. – 11.00

APLLTD: Final Dividend – Rs. – 12.00

RML: Final Dividend – Rs. – 16.00

TTKPRESTIG: Final Dividend – Rs. – 7.50

IFGLEXPOR: Final Dividend – Rs. – 2.15

SIEMENS: Final Dividend – Rs. – 18.00

ASMTEC: Final Dividend – Rs. – 12.00

UGARSUGAR: Final Dividend – Rs. – 0.10

SHAKTIPUMP: Final Dividend – Rs. – 1.00

ROUTE: Interim Dividend

IPO

Indo-MIM: Open: 23-Jul-26; Close: 27-Jul-26

Lohia Corp: Open: 23-Jul-26; Close: 27-Jul-26

Xtranet Technologies: Open: 23-Jul-26; Close: 27-Jul-26

Manipal Health Enterprises: Open: 29-Jul-26; Close: 31-Jul-26

Juniper Green Energy: Open: 30-Jul-26; Close: 03-Aug-26

Buyback

Orbit Exports: Open: 21-Jul-26; Close: 27-Jul-26

Bonus Issue

Hardwyn India: Bonus Issue 2:5; Ex-Date: 28-Jul-26

Stock Split

—

Right Issue

Marg Techno Projects: Open: 29-Jun-26; Close: 28-Jul-26

Consecutive Commodities: Open: 02-Jul-26; Close: 31-Jul-26

Minolta Finance: Open: 01-Aug-26; Close: 10-Aug-26

Open Offer

Bliss GVS Pharma: Open: 18-Jul-26; Close: 10-Aug-26

Pre market opening quote by Mr. Vikram Kasat, Head Advisory, PL Capital

Q1FY27 Earnings Update

Over 300 companies with a market cap above 1000 Cr have reported Q1FY27 results, and the earnings trend remains encouraging.

Despite concerns over higher energy costs, margin compression has not materialised, while revenue growth continues in the mid-teens. 

This resilience in corporate earnings is a key reason why the broader market has remained firm, unlike the sharp correction seen in March 2026

Pre-market quote by Gaurav Udani, Founder – ThinCredBlu Securities Pvt. Ltd.

Nifty is expected to open higher around 23,900, up nearly 120 points, indicating a positive start supported by improved global cues and easing market sentiment.

The recovery could help the index move back towards key resistance levels, but traders should watch whether the gains are sustained after the opening.

Technically, 23,700–23,750 will act as the immediate support zone, while 24,000–24,100 remains the key resistance range. A decisive move above resistance could trigger fresh buying and improve the short-term outlook.

Despite the positive opening, markets remain sensitive to global developments, and volatility cannot be ruled out.

Traders should avoid chasing the gap-up opening and instead wait for confirmation above key resistance levels. A buy on dips approach remains preferable as long as Nifty holds above its immediate support zone.”

Global bits

India: Government sees no need to revise the Budget, citing buffers against monsoon and oil-price risks despite external inflation pressures.

China: CXMT raised $8.6 billion in Asia’s biggest IPO this year

Japan: Falling public approval amid rising living costs keeps focus on inflation, while the Bank of Japan is expected to leave rates unchanged.

United States: Oil-price slump eased inflation concerns, boosting markets and reducing expectations of an imminent Fed rate hike.

Brazil: Lula criticised new U.S. tariffs as harmful to trade, consumers, and supply chains, warning of a shift toward alternative suppliers.

Russia: Ukrainian attacks on energy infrastructure continue to strain fuel supplies and add economic pressure.

Africa: Most countries vulnerable to a potential “super” El Niño, with risks to growth, food security, and public finances.

Source: Reuters

Market analysis by Vikram Subburaj, CEO, Giottus.com

July 27, 2026

Bitcoin has travelled a fair distance from its July 1 low of $57,754, gaining nearly 13% to trade around $65,160 on July 27. For investors, the question is whether the recovery has enough demand to continue beyond $68,000. The answer remains uncertain because Bitcoin is still moving within the $64,000-$66,800 range that has contained it through much of the past week.

The rally initially had meaningful support from US spot Bitcoin ETFs, which received $999.3 million over 7 consecutive trading sessions between July 14 and July 22. That support weakened just as Bitcoin approached its immediate resistance, with the ETFs losing $225.1 million on July 23 and another $240.1 million on July 24. The final net inflow for the week was therefore only $33.9 million, which helps explain why Bitcoin has struggled to convert its 13% rebound into a decisive breakout.

The price levels now offer investors a simple way to judge what comes next. Bitcoin must first move beyond $66,800 and then close convincingly above $68,000, where sellers have repeatedly entered the market. The bigger hurdle lies near $69,000-$69,500, which represents the average acquisition cost of short-term holders and could attract selling from recent buyers waiting to recover their capital. The same framework applies on the downside, with $64,000 serving as the first support for the current recovery.

A sustained break below $64,000 could pull Bitcoin towards $62,500-$63,000, while a deeper loss of confidence would bring $60,000 and the $57,754 July low back into consideration. The market is therefore trading within a relatively narrow decision area, with approximately $5,500 separating near-term support from the short-term-holder cost basis.

On-chain data shows why the market has not broken down despite weak ETF demand. Around 12.20 million BTC, equivalent to 60.8% of circulating supply, had remained unmoved for more than 1 year by mid-July. A further 3.55 million BTC, or 17.7% of supply, had been held for between 6 and 12 months, suggesting that a large section of the market is prepared to wait through the current weakness. That patience should not be mistaken for a fully repaired market, because only 53% of Bitcoin supply was in profit against a 4-year average of 76%. These readings suggest that long-term holders are absorbing supply, but many investors who entered at higher prices are still carrying losses.

The improvement in altcoins has also been selective rather than market-wide. Ethereum was the clear outperformer at approximately $1,945, gaining 3.52% over 24 hours and 3.92% over 7 days. Solana rose 2.27% in 24 hours but remained 0.39% lower for the week. BNB gained 0.53%, XRP rose 0.66%, and TRON added only 0.12%, while Bitcoin retained a dominant market share of 58.6%. 

The next move may ultimately be decided outside the crypto market, beginning with the US Federal Reserve meeting on July 28-29. Markets were assigning a 36.3% probability to a 25-basis-point increase from the existing 3.50%-3.75% policy range. This makes the decision unusually significant for liquidity-sensitive assets. A rate increase or hawkish guidance could strengthen the dollar and weigh on Bitcoin, while a policy hold could support another attempt at $68,000. Oil will influence that decision because Brent fell 4.7% to $92.19 on July 27 after the US and Iran paused attacks, having previously moved above $100. A sustained decline below $100 would ease inflation concerns, but renewed conflict could quickly restore the pressure on interest rates and risk assets. The July 30 releases of US Q2 GDP and June PCE inflation, followed by the Q2 Employment Cost Index on July 31, will provide the next evidence on that question.

Our advice: For investors, the present market does not warrant chasing a 13% rebound or treating every green session as confirmation of a new trend. The recovery becomes stronger above $68,000 and more credible above $69,500, while a fall below $64,000 would indicate that the rebound is losing support. Until one of those levels breaks, staggered purchases and limited leverage offer a more measured approach than making a large directional bet around the July 29 Fed decision.

BL Interview: ‘We are committed to ensuring financial stability’

‘We are committed to ensuring financial stability’

RBI Governor Sanjay Malhotra emphasizes commitment to financial stability, prioritizing price stability while supporting economic growth amidst inflation risks.

Why Singapore’s central bank targets the exchange rate instead of interest rates

Explained: How Singapore’s central bank uses the S$NEER to manage inflation

Learn how Singapore’s central bank manages inflation through the S$NEER exchange rate policy instead of interest rates, and why the approach is unique.

Short Take: UltraTech Cement F&O adjustments

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Short Take: UltraTech Cement F&O Adjustments

UltraTech Cement’s interim dividend prompts necessary adjustments in F&O contracts on the record date, effective July 30.

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Mumbai Port mulls new oil jetties, specialised cargo terminals: Angamuthu

Mumbai Port plans crude oil jetties, LNG bunkering and automobile hub expansion

Mumbai Port Authority plans crude oil jetties, LNG bunkering, auto storage and cement facilities to boost cargo capacity after achieving a record FY26 throughput.

Tata Steel’s EASyMelt technology aims to halve coke use in blast furnaces

Tata Steel’s EASyMelt technology aims to halve coke use in blast furnaces

Tata Steel’s EASyMelt technology aims to halve coke usage in blast furnaces, enhancing steel production and reducing emissions.

Bullion Cues: Trend lacks clarity 

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Bullion Cues: Trend lacks clarity 

Precious metals show price gains but lack trend clarity; key breakout levels for gold and silver determine future direction.

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Movers & Shakers: Stocks that will see action this week

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Movers & Shakers: Stocks that will see action this week

Explore key stock movements this week for Ather Energy, Havells India, and Lodha Developers with expert trading insights.

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Inflation remains RBI’s foremost priority: Governor Sanjay Malhotra

Inflation remains RBI’s foremost priority: Governor Sanjay Malhotra

RBI Governor Sanjay Malhotra highlights the rupee’s undervaluation and strong foreign capital inflows, emphasizing inflation control and stability.

Global cues, softer crude signal positive start for Indian markets

Stock market today: Gift Nifty signals positive open as softer crude lifts sentiment

Gift Nifty signals a higher opening as softer crude and global gains lift sentiment. F&O expiry, Q1 earnings, FPI flows and oil prices remain key market triggers.

France, Spain battle massive wildfires as nearly 3 lakh people flee

Wildfires near Bordeaux force mass evacuations as France and Spain battle raging blazes

Wildfires threaten Bordeaux as France and Spain battle massive blazes. Nearly 3 lakh people have fled, with European nations deploying firefighting support.

Northern Arc Capital receives ‘Outstanding’ ESG Impact Rating of 81 from ICRA, among highest-rated NBFCs in sector

Northern Arc Capital has been awarded an ‘Outstanding’ ESG Impact Rating of 81 by ICRA ESG Ratings Limited, placing it in the highest ESG rating band and among the highest-rated NBFCs in the sector.

The rating reflects the company’s continued focus on integrating environmental, social, and governance principles into its business and its commitment to responsible and sustainable growth.

Alldigi Tech Q1 PAT jumps 22%; board declares ₹30 interim dividend

Alldigi Tech Limited’s Q1 FY27 financial results. The company delivered a strong start to the fiscal year with profitable growth, improved margins, and robust cash flow generation.

Key Highlights:

* Revenue grew 4.4% YoY to ₹150.3 crore.

* EBITDA increased 13.1% YoY to ₹41.4 crore, with EBITDA margin expanding 210 bps to 27.5%.

* PAT rose 21.7% YoY to ₹18.1 crore.

* Operating cash flow surged 65.1% YoY to ₹33.1 crore.

* Board announced an interim dividend of ₹30 per share.

* Tech & Digital business revenue grew 11.9% YoY, continuing its strong growth trajectory.

* International BPM revenue increased 6.5% YoY, helping offset softness in domestic markets.

* The company processed 50 lakh+ employee records in a quarter for the first time, marking a 10.5% YoY increase and underscoring the scale of its payroll platform.

Commenting on the results Natarajan Laxsmanan, CEO, Alldigi Tech Limited, “We have started FY27 with healthy momentum, delivering profitable growth, meaningful margin expansion and significantly improved cash generation. Our performance reflects the strength and resilience of our diversified business model, the growing contribution from our Tech & Digital business, and the early benefits of our AI-led transformation initiatives. We also have good visibility for future growth, supported by a healthy pipeline of opportunities, deeper engagement with our existing clients, and continued new client acquisitions. As we continue to expand higher value international and digital opportunities, embed AI across our operations and client engagements, and drive operational excellence, we remain confident in our ability to deliver sustainable, profitable growth and create long-term value for all our stakeholders”

IT demand remains selective with AI-led sectors outperforming in Q1 FY27

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IT demand remains selective with AI-led sectors outperforming in Q1 FY27

IT demand in Q1 FY27 shows selective growth, driven by AI-led sectors like BFSI and healthcare, despite consumer sector challenges.

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US, Iran pause attacks for second day as ceasefire talks gather pace

US, Iran pause attacks for second day as ceasefire talks raise hopes of de-escalation

The US and Iran paused attacks for a second day as mediators pushed ceasefire talks. Shipping in the Strait of Hormuz remains disrupted despite easing tensions.

NBCC, NTPC, Aurobindo Pharma, Waaree Energies, Cyient, Dodla Dairy among 12 stocks to watch on Monday

Stocks to watch on Monday: NBCC, NTPC, Aurobindo Pharma, Waaree Energies, Cyient, Dodla Dairy and more

Explore key business developments and major stock updates, including project wins and investments from leading companies this Monday.

Mangalam Worldwide Limited strengthens growth momentum in Q1 FY27; PAT up 18.71% YoY to ₹12.02 crore

Mangalam Worldwide Limited (MWL), a leading fully integrated stainless-steel manufacturer, announced its financial results for the quarter ended June 30, 2026.

Total Income of the company stood at ₹316.85 crore in Q1 FY27, marking a YoY growth of 13.40% from ₹279.41 crore in Q1 FY26. MWL reported a Profit After Tax (PAT) of ₹12.02 crore, up 18.71% YoY, from ₹10.13 crore in Q1 FY26. Adjusted EBITDA stood at ₹29.72 crore, registering a growth of 50.74% YoY compared to ₹19.72 crore in Q1 FY26.

During the quarter, MWL continued to build on its established manufacturing capabilities, with a focus on enhancing its product offerings and addressing evolving customer requirements. The company remains committed to delivering high-quality stainless steel products while strengthening its presence across domestic and international markets.

The company continues to see opportunities across key end-use sectors, including automotive, engineering and infrastructure, supported by sustained demand for high-quality stainless steel products. With a diversified product portfolio, MWL remains well positioned to cater to the evolving requirements of customers across these sectors and strengthen its presence in both domestic and international markets.

Key Financial Highlights (Consolidated):

Profit After Tax (PAT): ₹12.02 crore, up 18.71% YoY from ₹10.13 crore in Q1 FY26

Total Income: ₹316.85 crore, up 13.40% YoY as compared to ₹279.41 crore in Q1 FY26

Adjusted EBITDA: ₹29.72 crore, up 50.74% YoY as against ₹19.72 crore in Q1 FY26

OneSource Q1FY27 revenue rises 37% YoY to ₹4,490m; EBITDA up 39% with margin at 27.5%; FY28 guidance reaffirmed

OneSource Announces Strong Q1FY27 Results Revenue up 37% YoY and EBITDA up 3G% YoY

Performance Highlights

Revenue of ₹4,490m, up 37% YoY and 5% QoQ, driven by growth in semaglutide commercial launch, new MSA contracts, and customer wins across businesses

EBITDA of ₹1,233m, up 39% YoY and 34% QoQ, with margins expanding to 27.5%, driven by operating leverage on higher semaglutide revenue

Adjusted PAT stood at ₹637m with adjusted EPS of ₹5.6

FY28 Guidance Reaffirmation

$400 million in organic revenue with 40% EBITDA margin

US tariff proposal on generic drugs poses long-term risks for Indian pharma, says Infomerics

“US Tariff Proposal on Generic Drugs: Limited Near-Term Impact, but a Structural Watch-Point for Indian Pharma Credit.”

The analysis provides Infomerics Ratings’ perspective on the recently announced US tariff proposal on imported generic medicines and its implications for the Indian pharmaceutical sector. While the proposed tariffs are expected to have a limited near-term impact owing to the phased implementation timeline, they remain a key structural risk for the industry over the medium to long term.

Key highlights include:

Limited impact on the credit profiles of Indian pharmaceutical companies over the next two fiscals due to the transition period before tariffs come into effect.

Indian pharma companies’ diversified geographical presence is expected to provide resilience against potential tariff-related headwinds.

The report also outlines the possible long-term implications for profitability, pricing dynamics, and manufacturing strategies.

Spokesperson insights:

Rohit Inamdar, Chief Ratings Officer, Infomerics Ratings, said “Shifting the manufacturing base to the USA will have multiple challenges considering supply chain complexities, regulatory approvals, upfront capex requirements and cost economics. The cost of producing medicines in the US is significantly higher, while key starting materials and APIs continue to be sourced primarily from India and China.”

Gaurav Jain, Director, Infomerics Ratings, added “Infomerics expects the proposed tariffs to accelerate reshoring of manufacturing for specialty products. However, for the pure generic portfolio, a large-scale shift to the US remains unlikely due to operational complexities, and the tariffs could ultimately lead to higher medicine costs for US consumers.”

Nippon India MF tops mutual fund industry with over 4 cr folios

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Nippon India MF tops mutual fund industry with over 4 cr folios

Nippon India Mutual Fund leads the industry with over 4 crore folios, capturing 14.4% of the mutual fund market.

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PNB profit to cross ₹20,000-cr mark in FY27: MD Chandra

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PNB profit to cross ₹20,000 cr mark in FY27: MD Chandra

Enthused by the consistent financial performance of the last four quarters, Punjab National Bank MD and CEO Ashok Chandra exuded confidence that the bank’s profit would surpass the ₹20,000 crore mark this financial year.

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Maruti Suzuki eyes 9 lakh units of CNG vehicle sales this fiscal

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Maruti Suzuki eyes 9 lakh units of CNG vehicle sales this fiscal

Maruti Suzuki targets 9 lakh CNG vehicle sales this fiscal, driven by rising demand amid fuel price hikes.

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Gold rises over 1% as oil tumbles on pause in US-Iran fighting

Gold climbed more than 1% on Monday after a pause in hostilities in the Middle East pushed oil prices lower, ‌easing worries about inflation and prolonged high interest rates.

Spot gold rose ⁠1.3% to $4,103.99 per ounce. U.S. gold futures for August delivery gained 0.9%

Spot silver rose 2.7% to $59.74 per ounce, ‌platinum climbed 2% to $1,619.75 and palladium jumped 2.3% to $1,271.93 to $4,106.10.

China’s industrial profit rises 18.7% in first half of 2026

– Profit at China’s ‌industrial firms grew 18.7% in ⁠the first half of 2026 ‌from a year ‌earlier, official data ‌showed ⁠on ⁠Monday.

The rise eased from an 18.8% increase ‌in the January-to-May period, showed data from ‌the National Bureau of Statistics.

Industrial profit ⁠figures cover firms with ‌annual revenue of at least 20 million yuan ($2.95 million) ‌from main operations. – Reuters

Tata Technologies confident of a ‘breakout year’ in FY27: CEO and MD Warren Harris

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Tata Technologies confident of a ‘breakout year’ in FY27: CEO and MD Warren Harris

Tata Technologies anticipates a breakout FY27, driven by major automotive contracts and increased investments in vehicle engineering.

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Landmark Cars to open 17th MG Motor outlet in Ahmedabad; receives letter of intent from JSW MG Motor India

Landmark Cars Limited (BSE: 543714 & NSE: LANDMARK), one of the leading premium automotive retail businesses in India, has received a letter of intent from JSW MG Motor India Pvt. Ltd. (”MGI”) to open a new MG Experia showroom in Vastral, Ahmedabad, Gujarat. This dealership will be established by M/s Aeromark Cars Private Limited, a wholly owned subsidiary of Landmark Cars. This will be Landmark’s 17th MG Motor Outlet and would entail Sales of MG Cars.

This expansion resonates with the company’s stated objective of going deeper into a brand as well as a geography. Ahmedabad, where the company started its operations 27 years back continues to be an important market for the Company. This would be the company’s 2nd sales outlet for JSW MG Motors in Ahmedabad and the 17th outlet overall. MG Motos is a leading player in the new energy vehicle segment with multiple new launches planned. In the last couple of years, MG has become a meaningful part of Landmark’s portfolio, and this addition will help in strengthening Landmark’s partnership with JSW MG Motor India.

Vedant FashionsL Key Financial Highlights (Q1 FY27 vs Q1 FY26 & Q4 FY26)

Revenue from Operations: Reached ₹301.37 Crore (₹3,013.65 Million), up 7.17% YoY compared to ₹281.19 Crore (₹2,811.90 Million) in Q1 FY26.

Total Income: Recorded at ₹331.06 Crore (₹3,310.57 Million), reflecting a 7.83% YoY increase over ₹307.02 Crore in Q1 FY26.

Profit Before Tax (PBT): Expanded to ₹105.53 Crore (₹1,055.29 Million), up 14.08% YoY compared to ₹92.51 Crore (₹925.06 Million) in Q1 FY26.

Net Profit (PAT): Surged 14.74% YoY to ₹80.61 Crore (₹806.11 Million), up from ₹70.26 Crore (₹702.57 Million) reported in the corresponding quarter of the previous fiscal.

Earnings Per Share (EPS): Basic and diluted EPS for the quarter improved to ₹3.32 per equity share (face value ₹1 each), up from ₹2.89 in Q1 FY26.

Five-Star Business Finance Limited: Key Financial & Operational Highlights

Assets Under Management (AUM): Reached ₹13,722 Crore, recording a 10% YoY growth compared to ₹12,458 Crore in Q1 FY26 and 4% QoQ growth from ₹13,225 Crore in Q4 FY26.

Disbursements: Total loan disbursements rose 16% YoY and 23% QoQ to ₹1,496 Crore (compared to ₹1,290 Crore in Q1 FY26 and ₹1,213 Crore in Q4 FY26).

Total Income: Stood at ₹838.74 Crore (₹83,874.12 Lakhs), reflecting a 6.01% YoY increase over ₹791.19 Crore in Q1 FY26.

Net Profit (PAT): Came in at ₹271.41 Crore (₹27,140.86 Lakhs), up 1.91% YoY compared to ₹266.31 Crore in Q1 FY26.

Return Metrics: Return on Average AUM (RoAUM) stood at 8.11%, while Return on Equity (RoE) was recorded at 14.46%.

Earnings Per Share (EPS): Basic EPS for the quarter stood at ₹9.19 per share (face value ₹1 each), up from ₹9.04 in Q1 FY26.

Oil prices, US Fed rate decision, West Asia crisis to drive mkts: Analysts

Oil prices, US Fed rate decision, West Asia crisis to drive mkts: Analysts

Analysts predict oil prices, US Fed decisions, and the West Asia crisis will significantly influence market trends this week.

MTF book hits fresh high of ₹1.43 lakh crore despite slower growth

MTF book hits fresh high of ₹1.43 lakh crore despite slower growth

MTF book reaches ₹1.43 lakh crore, driven by strong investor demand despite slower growth in derivatives activity.

T+0 settlement rollout remains in limbo as brokers struggle with readiness

T+0 settlement rollout remains in limbo as brokers struggle with readiness

To qualify for T+0 settlement, trades need to be executed by 1:30 pm and funds must be credited by 4:30 pm and the cut-off excludes afternoon sessions and forces investors to make decisions under a time constraint that does not exist in T+1

Dodla Dairy Q1 revenue hits record ₹1,198 crore, up 19% YoY; net profit declines to ₹40.6 crore on margin pressure

Integrated dairy major Dodla Dairy Limited (BSE: 543306, NSE: DODLA) announced its financial performance for the first quarter ended June 30, 2026. The company posted its highest-ever quarterly revenue of ₹1,197.9 crore, marking a 19.0% year-on-year increase from ₹1,006.9 crore in Q1 FY26 and an 11.5% sequential growth over ₹1,074.5 crore in Q4 FY26.

Despite strong top-line expansion, profitability faced pressure due to elevated milk procurement costs, rising packing material prices, and higher operational expenses. Consolidated EBITDA stood at ₹64.9 crore, down 21.3% year-on-year, yielding an EBITDA margin of 5.4%. Net profit after tax came in at ₹40.6 crore, compared to ₹62.9 crore in Q1 FY26.

Electronics Mart India opens new multi-brand store in Saket, New Delhi, expanding NCR presence

Consumer durables and electronics retail giant Electronics Mart India Limited (BSE: 543626, NSE: EMIL) has officially expanded its retail presence in the National Capital Region by launching a new multi-brand store in Saket, New Delhi.

The commercial operations for the new store commenced on July 25, 2026, under the company’s flagship retail brand ‘ELECTRONICS MART’.

Key Details of the Store Launch

Location: 294, Block – J, Basement and Ground Floor, Saket, New Delhi – 110017.

Retail Area: Spans across 3,600 square feet, housing a wide spectrum of consumer electronics, home appliances, and personal gadgets.

WATCH: (In Tamil) Nifty, Bank Nifty outlook for this week – July 27-31

WATCH: Nifty, Bank Nifty outlook for this week – July 27-31

AU SMALL FINANCE BANK Q1FY27 

Interest Earned 5,302.74 Cr vs 4,378.44 Cr

(+21.11% YoY┃+5.65% QoQ)

Total Income 5,991.96 Cr vs 5,189.05 Cr

(+15.47% YoY┃+4.20% QoQ)

Operating Profit (PPOP) 1,435.47 Cr vs 1,312.21 Cr

(+9.39% YoY┃+6.21% QoQ)

Provisions 371.49 Cr vs 533.31 Cr

(-30.34% YoY┃+37.88% QoQ)

PBT 1,063.99 Cr vs 778.90 Cr

(+36.60% YoY┃-1.67% QoQ)

PAT 795.95 Cr vs 580.86 Cr

(+37.03% YoY┃-4.32% QoQ)

EPS 10.63 vs 7.80 YoY & 11.13 QoQ

GNPA 2.10% vs 2.47% YoY & 2.03% QoQ

NNPA 0.76% vs 0.88% YoY & 0.74% QoQ

CAR 18.93% ┃ RoA 0.42%

Share India Securities Limited Q1FY27 Results

Total Revenue 448.09 Cr vs 341.41 Cr

(+31.25% YoY┃+7.74% QoQ)

EBITDA 200.58 Cr vs 138.25 Cr

(+45.09% YoY ┃+71.60% QoQ)

EBITDA Margin 44.76% vs 40.49% YoY & 28.10% QoQ

PBT 163.79 Cr vs 110.70 Cr

(+47.96% YoY┃+102.30% QoQ)

PAT 124.41 Cr vs 84.38 Cr

(+47.45% YoY┃+114.36% QoQ)

PAT After Minority interest 124.15 Cr vs 84.18 Cr

(+47.47% YoY┃+114.68% QoQ)

Other Income 3.46 Cr vs 3.19 Cr YoY & 5.00 Cr QoQ

KFin Technologies Ltd Q1FY27 Results

Revenue 356.54 Cr vs 274.06 Cr

(+30.10% YoY┃+2.65% QoQ)

EBITDA 121.98 Cr vs 113.86 Cr

(+7.13% YoY ┃-5.06% QoQ)

EBITDA Margin 34.21% vs 41.55% YoY & 36.99% QoQ

PBT Ex-Exceptional Items 103.41 Cr vs 104.91 Cr

(-1.42% YoY┃-9.90% QoQ)

PAT 75.21 Cr vs 77.26 Cr

(-2.64% YoY┃-7.31% QoQ)

Other Income 10.36 Cr vs 10.03 Cr YoY & 14.99 Cr QoQ

Last Q4 Exceptional loss of 4.04 Cr

Shakti Pumps (India) Limited Q1FY27 Results

Revenue 858.67 Cr vs 622.50 Cr

(+37.94% YoY┃+0.10% QoQ)

EBITDA 82.86 Cr vs 143.57 Cr

(-42.29% YoY ┃-0.35% QoQ)

EBITDA Margin 9.65% vs 23.06% YoY & 9.69% QoQ

PBT 71.05 Cr vs 129.66 Cr

(-45.20% YoY┃+7.31% QoQ)

PAT 51.59 Cr vs 96.83 Cr

(-46.72% YoY┃+34.59% QoQ)

Other Income 10.34 Cr vs 1.90 Cr YoY & 9.70 Cr QoQ

Ramco Systems hits 10% lower circuit as Q1 profit plunges 98%; revenue growth slows, margins shrink

Ramco Systems shares hit the 10% lower circuit at ₹710.95 today, marking the biggest single-day fall since July 2022.

Net profit plunged 97.8% YoY to just ₹56 lakh from ₹25 crore last year.

Revenue grew modestly by 7.5% YoY to ₹173 crore, the slowest in recent quarters.

EBITDA fell 11.7% YoY with margins shrinking to 14.4% (lowest in six quarters) due to a 23% rise in other expenses and lower other income.

Despite a healthy unexecuted order book of $152.3 million and progress on AI initiatives, the weak quarterly performance triggered heavy selling. The stock is still up 25% YTD in 2026.

MARKET EVENTS THIS WEEK

🔸28 July 2026 (Tuesday)

● 🇮🇳 India (IND): June 2026 Industrial Production (IIP) YoY. Previous: 5.1% | Forecast: 4.9%. Slightly softer industrial output expected.

🔸29 July 2026 (Wednesday)

● 🇺🇸 USA: Federal Reserve Interest Rate Decision. Previous: 3.75%|Forecast: 3.75%. Markets expect the Fed to hold rates steady.

🔸30 July 2026 (Thursday)

● 🇺🇸 USA: June 2026 Core PCE Price Index (MoM). Previous: 0.3% | Forecast: 0.1% (Core PCE is the Fed’s preferred inflation gauge)

● 🇺🇸 USA: June 2026 PCE Price Index (MoM). Previous: 0.4% | Forecast: -0.1%. Headline inflation expected to turn negative month-over-month.

● 🇺🇸 USA: Weekly Initial Jobless Claims. Previous: 187K

● 🏴󠁧󠁢󠁥󠁮󠁧󠁿 UK (GBP): Bank of England Interest Rate Decision. Previous: 3.75% | Forecast: 3.75%. BoE also widely expected to hold rates.

🔸31 July 2026 (Friday)Japan (JPY):

● 🇯🇵 Bank of Japan Interest Rate Decision. Previous: 1.0% | Forecast: 1.0%. BoJ expected to keep policy unchanged.

■ Fed & BoE hold expectations are very high, focus will be on forward guidance and any hawkish/dovish tone rather than the rate itself.

■ PCE data on the 30th is important because softer-than-expected inflation could reinforce rate-cut expectations later in 2026.

■ India’s IIP is a secondary indicator for emerging markets sentiment.

■ Japan’s decision is also largely priced in at 1.0%.

FIIs net sell ₹3,893 crore; DIIs net buy ₹5,453 crore in equity cash trades on July 24, 2026

Instl. Investors EQUITY Cash Trades PROV. – 24/07/2026 : Rs. CRS. : 

FIIS : SELL -3,893 (11,124-15,017)

DIIS : BUY +5,453 (18,959-13,506)

Stock to buy today: KIMS (₹797.25)

Stock to buy today: KIMS (₹797.25)

Buy KIMS stock at ₹797 as bullish trends suggest a potential rally to ₹900; manage risks with strategic stop-losses.