The Market Crux

28 Jul 2025 11:14

#RBLBANK FRESH LOW 255 » TARGET 2 GIVEN » MASSIVE 22,200+++ PROFIT PER LOT 😍

The Market Crux

28 Jul 2025 07:44

#CIPLA day high 1576 🚀🚀🚀

The Market Crux

28 Jul 2025 05:56

#RBLBANK

GOOD SHORT ABOVE 262

TARGET 259>> 255 >> 252

SL 265 (STRICT)

SELLING EXPECTED FROM SUPPLY ZONE

The Market Crux

28 Jul 2025 05:46

BOMB START OF THE DAY AND EVEN MISSED BIGGER TARGETS... KYA MOVE... THANK YOU SENSEX... 😍😍😍

The Market Crux

28 Jul 2025 05:38

#NIFTY settling at 55 points gap donw, aligned with Asian markets and continuetion of Friday selling. 24,550 is the next support area, quite possible.

The Market Crux

28 Jul 2025 04:56

🍏🍏🍏🍏🍏
TRADE DATE: 28-Jul-25
#CIPLA
BUY ABOVE 1537
TARGET 1565
SL 1523
EXPECTED BREAKOUT WITH STRONG VOLUMES ON DAILY.
@TheMarketCrux
#StocksToTrade
Not a trading call, only for study purpose!

The Market Crux

28 Jul 2025 04:55

🔥 #BANKNIFTY Key Levels for 28-Jul-25 🔥
👉 CMP: 56,520
🚀 Bullish Above: 56,730
🎯 Targets: 56,900 >> 57,035
⚡️ Bearish Below: 56,400
🎯 Targets: 56,325 >> 56,125
Follow 👉 @TheMarketCrux

The Market Crux

28 Jul 2025 04:55

🔥 #NIFTY Key Levels for 28-Jul-25 🔥
👉 CMP: 24,832
🚀 Bullish Above: 24,895
🎯 Targets: 24,945 >> 25,000
⚡️ Bearish Below: 24,800
🎯 Targets: 24,730 >> 24,670
Follow 👉 @TheMarketCrux

The Market Crux

28 Jul 2025 04:37

*KPIT Technologies Ltd:* Ex-Date Monday, Dividend Rs 6.0/Sh (Neutral)

*Wipro Ltd:* Ex-Date Monday, Dividend Rs 5.0/Sh (Neutral)

*New Delhi Television Ltd:* Net loss 70.31 cr vs 47.11 cr, Revenue 107.65 cr vs 93.92 cr. (YoY) (Negative)

*CDSL:* Net Profit 102 cr vs 134 cr, Revenue 2590 cr vs 2570 cr. (YoY) (Negative)

*Suraj Estate:* Net Profit 21 cr vs 30 cr, Revenue 130 cr vs 134 cr. (YoY) (Negative)

*Petronet:* Net Profit 850 cr vs 1070 cr, Revenue 11880 cr vs 12300 cr. (YoY) (Negative)

*Zen Tech:* Net Profit 48 cr vs 77 cr, Revenue 158 cr vs 255 cr. (YoY) (Negative)

*GMDC:* Net Profit 164 cr vs 184 cr, Revenue 732 cr vs 818 cr. (YoY) (Negative)

*Balkrishna:* Net Profit 288 cr vs 490 cr, Revenue 2760 cr vs 2715 cr. (YoY) (Negative)

*SAIL:* Net Profit 744 cr vs 1251 cr, Revenue 25921 cr vs 29316 cr. (YoY) (Negative)

*Prataap Snacks:* Net Profit 0.7 cr vs 9.4 cr, Revenue 411 cr vs 421 cr. (YoY) (Negative)

*CG Power:* Company received Rs 468 crore demand order from Income Tax Dept. (Negative)

The Market Crux

28 Jul 2025 04:37

*🇮🇳 India Daybook ~ Stocks in News*


*Vatech Wabag:* Company secured Rs 380 cr order for water reuse project in Bengaluru. (Positive)

*Asian Energy Services:* Company secured contract Rs 865 crore from Vedanta. (Positive)

*RITES:* BEL awards ₹177 crore contract to RITES for Andhra Pradesh manufacturing unit (Positive)

*Brigade Enterprises:* Company Introduces Brigade Avalon, A New High-end Living Project in Whitefield with Expected Revenue Over Rs 1000 Crore. (Positive)

*Titan Company Limited:* Company has acquired Damas Jewellery business, marking a strategic expansion in the jewellery segment. (Positive)

*JK Cement:* Company declared 'Preferred Bidder' for Parewar (SN-III) Limestone Block in Jaisalmer, Rajasthan. (Positive)

*Grindwell Norton:* Company Buys Land worth Rs 180 Million In Gujarat To Enhance Future Business Operations. (Positive)

*Godrej Ind:* Godrej Enterprises Group’s aerospace arm has signed a strategic manufacturing deal with Pratt & Whitney (RTX) to produce complex precision components for aircraft engines (Positive)

*Zydus Lifesciences:* Company has received tentative approval from the U.S. Food and Drug Administration for its generic version of Ibrutinib tablets. (Positive)

*L&T Tech:* Company wins $60 mn software engineering engagement from US Tier-I telecom provider (Positive)

*Mphasis:* Company eyes 2x industry growth in FY26 backed by record deal wins (Positive)

*BEL:* Company secures Rs 1,640 Cr Defence Deal for Advanced Air Surveillance Radars. (Positive)

*Agi Infra:* Company Board Plans To Discuss Stock Split of Equity Shares on August 4 (Positive)

*Royal Orchid Hotels:* Company Expands Experiential Portfolio in Mysore with 5th Property - Launches Regenta Resort Tropical Villages (Positive)

*Marco Cables:* Company announced an upgrade in credit ratings from CARE Ratings. The long-term bank facilities have been upgraded to CARE BB+; stable. (Positive)

*Auto ancillaries’ stocks:* US & EU sign one trade deal ever with EU agreeing to pay 15% tariffs on most of its exports, auto tariffs for EU to decline to 15% from 27.5% (Positive)

*RICO Auto:* Company has established a new business vertical focused on the railway sector. (Positive)

*Concord Biotech:* Company successfully completes Russian GMP inspection at Dholka API facility. (Positive)

*Alembic Pharma:* Company gets USFDA Nod for Carbamazepine Extended-Release Tablets. (Positive)

*Nibe:* Company signs a Technical Collaboration Agreement with Israel’s Elbit Systems for PULS rocket system

*Veranda:* Parmar Developers bought 4.75 lakh shares at Rs. 221 per share. (Positive)

*NTPC Green:* Company signs MoU with Bihar State Power Generation for renewable energy and battery storage projects. (Positive)

*Jayant Infratech:* Company secures Rs 34 Crore EPC Contract for Assam Rail Electrification Project. (Positive)

*Siyaram Recycling:* Company secures Rs. 84.74M Order for Brass Scrap Honey. (Positive)

*Sterlite Technologies Ltd:* Net Profit 10 cr vs loss 48 cr, Revenue 1019 cr vs 872 cr. (YoY). (Positive)

*Omax Autos Limited:* Net Profit 7.14 cr vs 2.65 cr, Revenue 99.64 cr vs 84.20 cr. (YoY) (Positive)

*Affle:* Net Profit 105 cr vs 86 cr, Revenue 620 cr vs 519 cr. (YoY) (Positive)

*Lodha Developers:* Net Profit 675 cr vs 475 cr, Revenue 3492 cr vs 2847 cr. (YoY) (Positive)

*Orient Cement:* Net Profit 201 cr vs 36.7 cr, Revenue 870 cr vs 701 cr. (YoY) (Positive)

*ACME:* Net Profit 131 cr vs 1.4 cr, Revenue 511 cr vs 310 cr. (YoY) (Positive)

*SAIL:* Net Profit 744 cr vs 81.7 cr, Revenue 25921 cr vs 23997 cr. (YoY) (Positive)

*Premier Energies:* Net Profit 308 cr vs 198 cr, Revenue 1820 cr vs 1657 cr. (YoY) (Positive)

*TMB:* Net Profit Rs 305 cr vs Rs 287 cr, NII at Rs 580 cr vs Rs 567 cr. (YoY) (Positive)

*Tata Chemicals Ltd:* Net Profit 252 cr vs 150 cr, Revenue 3719 cr vs 3789 cr. (YoY) (Positive)

*SG Mart Ltd:* Net Profit 32.31 cr vs 26.27 cr, Revenue 1143.77 cr vs 1133.77 cr. (YoY) (Positive)

*Schaeffler India Limited:* Net Profit 287.11 cr vs 245.45 cr, Revenue 2352.59 cr vs 2106.84 cr. (YoY)(Positive)

The Market Crux

28 Jul 2025 04:36

🚨THIS WEEK - EVENTS ‼️

1. JOLTS Job Openings - Tuesday

2. U.S. Consumer Confidence - Tuesday

3. ADP Payrolls - Wednesday

4. Q2 GDP - Wednesday

5. Fed Policy Decision - Wednesday

6. Powell Press Conference - Wednesday

7. Microsoft $MSFT Earnings - Wednesday

8. Meta Platforms $META Earnings - Wednesday

9. Jobless Claims - Thursday

10. Core PCE Inflation Data - Thursday

11. Apple $AAPL Earnings - Thursday

12. Amazon $AMZN Earnings - Thursday

13. U.S. Jobs Report - Friday

14. ISM Manufacturing PMI - Friday

15. Trump Tariff Deadline - Friday

The Market Crux

28 Jul 2025 04:31

Asian markets today morning :

- Nikkei down 0.6%
- Topix down 0.4%
- Kospi down 0.1%
- S&P/ASX 200 up 0.25%
- Hang Seng futures up 0.1%

The Market Crux

28 Jul 2025 04:30

US index futures climbed after the European Union struck a deal with President Donald Trump that will see the bloc face 15% tariffs on most exports, averting a potentially damaging trade war.

The Market Crux

27 Jul 2025 13:57

#TCS to cut 2% of workforce, affecting around 12,000 jobs

https://economictimes.indiatimes.com/tech/information-tech/tcs-to-cut-2-of-workforce-affecting-around-12000-jobs/articleshow/122934402.cms

The Market Crux

27 Jul 2025 10:29

Manaksia Coated Metals & Industries Q1FY26 net profit surges 370% y-o-y to Rs.14 cr.

Khazanchi Jewellers is built on legacy of 51+ years of expertise, diverse offerings across 25+ product categories, a rich design archive of over 5 lakh designs and 2,359 kg total quantity sold in FY25.

Integrated Industries reports stellar Q4 & FY25 results; FY25 net profit grew 171.93% y-o-y to Rs.67.82 cr. on income of Rs.769.35 cr.; to set up second production unit.

Kellton Tech Solutions completes 1:5 stock split; stock surged over 17% on NSE on 25th July 2025.

MIC Electronics plans to acquire Singapore’s Neo Semi SG to expand into semiconductors, green energy and digital infrastructure

Spright Agro posted Q1 FY26 revenue of Rs.62.02 cr. with PAT up 46.63% y-o-y at Rs.9.15 cr. It also raised Rs.44.87 cr. via rights issue in June 2024 for expansion.

IFL Enterprises receives a strategic investment proposal from Singapore-based Unique Global at 100% premium. Its FY25 revenue jumped 13x to Rs.120.60 cr. with PAT up 254% YoY at Rs.2.99 cr., share forays into organic waste recycling.

Akiko Global Services posted stellar FY25 numbers with revenue up 97% to Rs.76.3 cr. and PAT at Rs.7.91 cr. Backed by strong bank tie-ups, multi-channel sales, nearly debt-free status and ESOPs—stock is gaining momentum. Emerging fintech play to watch.

Reliance Power turned profitable in FY25 with over Rs.5,300 cr. debt reduction, improved margins and strong renewable pipeline. High promoter confidence, favorable court ruling and global partnerships support long-term re-rating potential.

Univastu India posted over Rs.152 cr. revenue and Rs.10 cr. PAT in FY25 with 19.4% CAGR. Robust Rs.420 cr. order book, key Net Zero project win, and Myrtha Pools tie-up position it well for sustained growth in infra EPC.

Aartech Solonics is expanding globally with projects in Indonesia, Qatar and new defense contracts. Despite short-term margin pressure, strong IP-driven portfolio, near debt-free status, and innovation focus signal long-term value.

TFCI posted 13.9% higher PAT in FY25, maintained 69.7% capital adequacy, cut borrowings by 12%, and improved NIM. A 1:5 stock split, high dividend payout, and 3-year CAGR of 75% make it a strong play in niche lending and value unlocking.

India’s Textile Industry: India’s textile exports to the UK are set to double in 5–6 years, growing at an 11% CAGR. The FTA also boosts demand for sustainable fabrics like recycled polyester, benefiting emerging players.

India’s Agricultural Exports:The FTA grants duty-free access to 95% of India’s farm export tariff lines, projected to lift agricultural exports by over 20% in the next three years.

Agarwal Industrial acquired Konkan Storage Systems (Karwar) Pvt Ltd, boosting its port-based infra and liquid cargo warehousing play. It posted FY25 EPS of Rs.77.3 and share trades at a P/E of 12.5x Vs the industry average P/E of 23x for its peers.

City Union Bank posted 15% higher Q4 EPS of Rs.3.9, which may lead to FY26 EPS of Rs.17.5+. Its Net NPA declined to 1.25% (vs 2% YoY). FIIs hold 27.4%, MFs 28.8% in small equity of Rs.74.1 cr. Long-term outlook remains positive.

Zuari Agro posted FY25 EPS of Rs.39 and promoters hold 65.2%. Share trades at a PE of 5.5x. Paradeep Phosphates is its key JV via ZMPPL with OCP Morocco. Strong long-term potential in fertilisers and agri inputs.

Mahanagar Gas posted 10% higher EPS at Rs.32.2, which may lead to FY26 EPS of Rs.122 vs Rs.105 in FY25. Share trades at P/E of 12.1x. In JV with IBC for Li-ion batteries and Baidyanath LNG for LNG infra. Ongoing Rs.1070 cr. capex supports long-term growth.

Winsome Textiles producer of yarns and knitted products posted FY25 EPS of Rs.14.2. Shares trades at a P/E of 7x is likely to surpass its 52-week high of Rs.128.

Transrail Lighting has a global presence across 59 countries, order book of Rs.17,240 cr., and FY25 EPS of Rs.26, which may lead to FY26 EPS of Rs.35+ and post Rs.198 cr. capex. Funds and HNIs showing strong interest.

The Market Crux

28 Jul 2025 07:46

#RBLBANK FRESH LOW 258.6 » TARGET 1 AND EASY 10,700++ PROFIT CLOCKED 🚀🚀🚀🚀

MONEY HONEY ✅

The Market Crux

28 Jul 2025 07:42

#VIMTALABS 1:4 RR and a picture perfect trade, target+++ given ✌️✌️🚀🚀🚀

The Market Crux

28 Jul 2025 05:52

SECTORS ADVANCING : AUTO & FMCG

SECTORS DECLINING : PVT BANKS, IT AND REALTY

The Market Crux

28 Jul 2025 05:40

Top #StocksToTrade today:

#KOTAKBANK
#RPOWER
#CDSL
#WAAREEENER

The Market Crux

28 Jul 2025 05:02

🍏🍏🍏🍏🍏

TRADE DATE: 29-Jul-25

#SHARDACROP

BUY ABOVE 1099
TARGET 1170
SL 1063

BREAK ABOVE ATH WITH SUPERB VOLUME

@TheMarketCrux
#StocksToTrade
Not a trading call, only for study purpose!

The Market Crux

28 Jul 2025 04:56

🍏🍏🍏🍏
TRADE DATE: 28-Jul-25
#VIMTALABS
BUY ABOVE 590
TARGET 623
SL 574
4TH ATTEMPT TO BREAKOUT ON DAILY WITH HIGH VOLUME.
@TheMarketCrux
#StocksToTrade
Not a trading call, only for study purpose!

The Market Crux

28 Jul 2025 04:55

🔥 #SENSEX Key Levels for 28-Jul-25 🔥
👉 CMP: 81,451
🚀 Bullish Above: 81,650
🎯 Targets: 81830 >> 82,000
⚡️ Bearish Below: 81,430
🎯 Targets: 81,280 >> 81,095
Follow 👉 @TheMarketCrux

The Market Crux

28 Jul 2025 04:55

🔥 #NIFTY Key Levels for 28-Jul-25 🔥
👉 CMP: 24,832
🚀 Bullish Above: 24,895
🎯 Targets: 24,945 >> 25,000
⚡️ Bearish Below: 24,800
🎯 Targets: 24,730 >> 24,670
Follow 👉 @TheMarketCrux

The Market Crux

28 Jul 2025 04:37

*Sigachi Industries Ltd:* Net Profit 20.01 cr vs 16.39 cr, Revenue 128.25 cr vs 95.71 cr. (YoY) (Neutral)

*Bank of Baroda:* Net Profit 4541 cr vs poll of 4340 cr, NII at 11,435 cr vs poll of 10,647 cr. (Neutral)

*SBI Cards:* Net Profit 556 cr vs of 594 cr, NII at 1680 cr vs 1476 cr. (Neutral)

*Poonawalla Fin:* Net Profit 62.6 cr vs 291.6 cr, NII 639 cr vs 576 cr. (YoY) (Neutral)

*GMDC:* Net Profit 163.77 cr vs 184.05 cr, Revenue 732.60 cr vs 818.13 cr. (YoY) (Neutral)

*Whirlpool:* Net Profit 146 cr vs 145 cr, Revenue 2432 cr vs 2497 cr. (YoY) (Neutral)

*IDFC First:* Net Profit at Rs 462.6 Cr Vs Rs 681 Cr, NII at Rs 4,933 Cr Vs Rs 4,695 Cr (YoY) (Neutral)

*J&K Bank:* Net Profit at Rs 484.8 Cr Vs Rs 415.5 Cr, NII at Rs 1466 Cr Vs Rs 1369 Cr (YoY) (Neutral)

*Bank Baroda:* Net Profit at Rs 4541 Cr Vs Rs 4458 Cr, NII at Rs 11434 Cr Vs Rs 11600 Cr (YoY) (Neutral)

*Kotak Bank:* Net Profit at Rs 3,281.7 Cr Vs Poll of Rs 3,442 Cr, NII at Rs 7,259.3 Cr Vs Poll of Rs 7,293 Cr (Neutral)

*Sobha Ltd:* Net Profit 13.6 cr vs 6.10 cr, Revenue 850 cr vs 3789 cr. (YoY) (Neutral)

*GE Shipping:* Company To Acquire 2015-built Kamsarmax Dry Bulk Carrier. (Neutral)

*Krebs Biochemicals:* Company announced the resignation of Mr. Jitendra Shah from the position of Managing Director & CEO, effective August 7, 2025. (Neutral)

*Menon Bearings:* Company declared an interim dividend of Rs 2.00 per share for FY26. The record date is July 31, 2025. (Neutral)

*JSW Energy:* Company announced that the National Company Law Tribunal, Hyderabad, has approved the withdrawal of the corporate insolvency resolution process application for KSK Water Infrastructures Private Limited. (Neutral)

*Indian Overseas Bank:* Secures Regulatory Nod to Settle Hkma Penalty over AML Lapses without Material Financial Impact. (Neutral)

*Sona BLW:* Company say the company could not defer the AGM & it was conducted as scheduled. Rani Kapur has not been a shareholder of the company at least since 2019. (Neutral)

*IndusInd Bank:* Company to appoint new MD & CEO by Aug 28 after RBI approves tenure extension of committee of executives (Neutral)

*Dr. Reddy’s:* Company invested Rs 565.4 crore in Russia subsidiary, raising stake to 45.19%. (Neutral)

*Crisil:* Company penalized ₹8 crore in GST case linked to export of services. (Neutral)

*TCS:* To Cut 2% of Global Workforce Over the Course of the Year (Neutral)

*Central Bank of India:* The government has nominated Baldeo Purushartha as a Director on the Board of the Central Bank of India. (Neutral)

List of securities excluded in Short-Term ASM Framework: V2 Retail, Vadilal and Magellanic. (Neutral)

List of securities included in Short-Term ASM Framework Stage – I: Datamatics, IEX and Force Motors. (Neutral)

Circuit filter revised from 5 percent to 10 percent: Blue Jet (Neutral)

Circuit filter revised from 10 percent to 5 percent: Brightcom (Neutral)

*Aurionpro Solutions:* Ex-Date tomorrow, Dividend Rs 1.0/Sh (Neutral)

*BASF India:* Ex-Date tomorrow, Dividend Rs 20.0/Sh (Neutral)

*Cravatex:* Ex-Date tomorrow, Dividend Rs 12.5/Sh (Neutral)

*EIH Ltd:* Ex-Date tomorrow, Dividend Rs 1.5/Sh (Neutral)

*Hawkins Cookers:* Ex-Date tomorrow, Dividend Rs 130.0/Sh (Neutral)

*JB Chemicals:* Ex-Date tomorrow, Dividend Rs 7.0/Sh (Neutral)

*MM Forgings:* Ex-Date tomorrow, Dividend Rs 4.0/Sh (Neutral)

*NOCIL Ltd:* Ex-Date tomorrow, Dividend Rs 2.0/Sh (Neutral)

*Permanent Magnets:* Ex-Date tomorrow, Dividend Rs 2.0/Sh (Neutral)

*VRL Logistics:* Ex-Date tomorrow, Dividend Rs 10.0/Sh (Neutral)

*Cosmo First:* Ex-Date Monday, Dividend Rs 4.0/Sh (Neutral)

*CRISIL Ltd:* Ex-Date Monday, Dividend Rs 9.0/Sh (Neutral)

*DLF:* Ex-Date Monday, Dividend Rs 6.0/Sh (Neutral)

*EIH Associated:* Ex-Date Monday, Dividend Rs 3.5/Sh (Neutral)

*GTV Engineering:* Ex-Date Monday, Bonus issue 2:1, Stock Split from Rs.10/- to Rs.2/- (Neutral)

*Indian Infotech:* Ex-Date Monday, Right Issue of Equity Shares (Neutral)

*Jonjua Overseas:* Ex-Date Monday, Bonus issue 1:20 (Neutral)

The Market Crux

28 Jul 2025 04:37

*News Headlines from Business News Agencies:*

*Business Standard*

📝 India should push for joint statement in trade talks with US: GTRI
📝 Citi launches Strata Elite Card to compete with AmEx, JPMorgan Chase
📝 Hotels target frequent air travellers to attract customers amid travel boom
📝 Beverage makers' April-June quarter takes a hit due to unseasonal rain
📝 Listed private sector life insurers see moderation in Ulip biz in Q1
📝 Shriram Finance likely to cross ₹3 trn AUM, targets 10 mn customers in Q2
📝 BSNL plans 4K new mobile towers in Naxalite-affected areas of Chhattisgarh
📝 Fisheries and aqua sector see big boost from UK trade deal, Maldives MoU
📝 Lodha Developers plans to launch ₹17,000 cr worth housing projects in FY26
📝 Poonawalla Fincorp aims AUM growth upwards of 40% in FY26, says CEO

*Economic Times*

📝 DoT issues Rs 7,800-crore demand notice to Tata Communications over AGR dues
📝 Vedanta awards Rs 865 crores integrated service contract to AESL
📝 FADA seeks RBI intervention against private banks delaying rate cut transmission to auto buyers
📝 Savings deposit rates of some PSBs at historic low: RBI bulletin
📝 RBI extends IndusInd Bank oversight committee tenure till August 28
📝 NGT issues notices on alleged plastic waste violations by tobacco brands
📝 India key driver of future growth for Nestle: Suresh Narayanan
📝 Multiples Equity-led consortium seeks CCI nod to acquire 32 pc stake in VIP Industries
📝 Oil India forms joint venture with Assam govt to set up fertilizer plant
📝 Cipla targets $1 billion US revenue in FY27

*Mint*

📝 Indias retail focus returns to malls as high street leasing falls 26% in Q2 2025
📝 NLC India exploring possibilities to source rare earth from overseas: CMD
📝 Received approval from board to raise ₹5,000 cr: Indian Bank MD & CEO
📝 Govt pushes states on establishing healthcare councils
📝 India plans affordable housing research centre
📝 Canara Bank may sell its excess priority sector loans in Q2: MD Raju
📝 Govt tightens oversight on drugs outside direct price control
📝 India, UK set up group to address safety of edible exports
📝 Sun Pharma, Lupin, Dr Reddys recall products in US market
📝 Allianz Life confirms data breach affecting majority of 1.4M US customers

The Market Crux

28 Jul 2025 04:32

The #GIFTNifty is trading flat at 24,840 as of 8:00 a.m., indicating a muted open for the benchmark #Nifty 50.

The Market Crux

28 Jul 2025 04:30

Asian equities were under pressure on Monday, with Japanese and Korean shares declining. Investors are bracing for a busy week of data, including meetings of the Federal Reserve and the Bank of Japan.

The Market Crux

28 Jul 2025 04:28

Good morning traders 🌄
Before quitting, remember why you started and who all will be happy to see you fail!
Never ever give them that pleasure.

The Market Crux

27 Jul 2025 10:29

Indian Bank posted 29% higher Q4 EPS of Rs.22.1 and FY25 EPS of Rs.84. Share trades at a P/E of 7.8x vs 9x for private sector peers, looking attractive.

Nitta Gelatine posted FY25 EPS of Rs.92.5 and Q4 EPS of Rs.21.6. Its Rs.45 cr. collagen expansion may boost FY26. Trades at just 8.3x P/E vs industry’s 44x.

Cosmo First launched Rs.350 cr. Capex and Rs.500 cr. more coming. Petcare vertical promising in Rs.10,000 cr. market, which may lead to FY26 EPS of Rs.65 vs Rs.51.

Aries Agro has posted 75% higher FY25 EPS of Rs.26.2. The share trades at a P/E of 12.8x Vs the industry average P/E of 24.2x for the fertilizers sector. The long-term prospects looks bright

Sportking added 68,000 spindles (total 2.72L), commissioned 10MW solar plant. Its FY25 EPS up 55% to Rs.8.6, which may lead to FY26 EPS of Rs.12.5. Share trades at 10.4x vs industry’s 25.9x.

Hindalco (HIL) to invest $10 bn for growth. Copper, alumina expansions underway, which may lead to FY26 EPS of Rs.92. Its long-term outlook strong.

NMDC posted FY25 EPS of Rs.7.4 and targets 100 MT output vs 44 MT now. Share trades at a forward P/E of 9.2x. The long-term prospects looks bright.

Amarjothi Spinning attracts ace investor Anil Goel (1 lakh shares). Equity just Rs.6.75 cr. Medium-term outlook strong.

Cash-rich Natco Pharma to buy 35.75% in Adcock Ingram (Africa) for Rs.2000 cr. It posted Q4 EPS of Rs. 22.7 and FY25 EPS of Rs.105.3 on equity of Rs.35.8 cr. Capex ongoing.

The Market Crux

27 Jul 2025 10:29

Artefact Projects saw 1254% jump in Q4FY25 PAT, repaid Rs.5 cr. debt, trades at Rs.72 below private placement price of Rs.111; reserves stand at Rs.58.40 cr. vs equity of Rs.7.28 cr., BV at Rs.90 and fresh consultancy orders worth Rs.22.87 cr. including NHAI wins, strengthening its order book.

VA Tech Wabag bags Rs.2,332 cr. Saudi desalination order in Yanbu to be executed in 30 months, boosting global presence and revenue visibility with stock gearing up to scale past its 52-week high.

Huhtamaki India backed by Huhtamäki Oyj Finland, operates 10 plants and holds reserves of Rs.1215 cr. vs equity of Rs.15.11 cr. June quarter EBITDA rose 34% with 200 bps margin expansion. At Rs.218, it looks poised for a re-rating towards its 52-week high of Rs.452.

Resonance Specialities, a debt-free IPCA group firm, posted 121% higher PAT at Rs.6.57 cr. Strong promoter holding of 54.25%. Looks undervalued at Rs.111 cum dividend vs lifetime high of Rs.254. Q1 results due on 5th August, Tuesday.

Mazagon Dock Shipbuilder signed with France’s Naval Group to integrate DRDO’s AIP system in Kalvari-class subs, boosting stealth and endurance. Big step in defence manufacturing; keep on radar.

Asahi Songwon Colors ventured into AZO pigments & APIs; FY25 EBITDA rose 208% to Rs.56.17 cr. Net debt reduced to Rs.161 cr. Strong cash flows post-capex cycle; stock looks attractive at Rs.433 vs 52-week high of Rs.589. Q1 results on 29th July, Tuesday.

Smruthi Organics paid 15% dividend for FY25; promoter holding at 64.73%. Looks attractive at Rs.126 vs lifetime high of Rs.419.

VA Tech Wabag secures Rs.380 cr. repeat order from BWSSB for setting up water reuse plants in Bengaluru, funded by the World Bank, involving design, construction and 10-year operation with tertiary treatment, biogas, and solar sludge systems across four Bommanahalli sites; stock looks attractive at Rs.1622 vs 52-week high of Rs.1944.

Morepen Labs has entered the medical devices segment through a step-down subsidiary, Sigmacheck Health Pvt. Ltd., fully funded in cash and indirectly 60% held via its subsidiary Morepen Medipath Ltd.; just keep on radar.

Omax Autos posted 85% higher FY25 PAT of Rs.21.55 cr. and Q1FY26 PAT of Rs.7.14 cr., up 1357% QoQ with promoters holding 52.85%. Stock trades at 0.82x, BV of Rs.147 and share looks attractive at Rs.121 cum 25% dividend vs life high of Rs.216.

Menon Bearings posted 37% higher Q1FY26 PAT of Rs.8.43 cr. on small equity of Rs.5.60 cr., declared 200% interim dividend and enjoys high promoter holding of 68.44% with ROE and ROCE at 16.4% and 19.8%. Track for a sharp move with stock nearing all-time high of Rs.166.

TGV SRAAC flagship of TGV Group and a leading Chlor-Alkali player, posted 199% higher Q4FY25 PAT of Rs.21.7 cr. and 52% higher FY25 PAT of Rs.92.12 cr., with promoters upping stake to 63.81%; board cleared Rs.350 cr. Caustic Soda-Chlorine expansion and Rs.120 cr. 40 MW solar project funded via internal accruals and bank finance; stock looks promising at Rs.103 cum 10% dividend vs life high of Rs.182.

Globe Civil Projects reports 56% growth in consolidated PAT for FY25; secures Rs.172.99 cr. order from NBCC.

HEC Infra Projects bags Rs.2.5 cr. order from Ahmedabad Municipal Corporation.

Power & Instrumentation (Gujarat) wins Rs.1.53 cr. order for Udaipur Air Terminal; cumulative value hits Rs.57.89 cr.

Nisus Finance Services Co invests Rs.115 cr. in urban redevelopment and housing projects across Mumbai and Pune.

Emerald Finance partners with Prerna Education Services for early-wage-access program.

Dev Information Technology approves stock split of 1 equity share of face value Rs.5 into 1 equity share of face value Rs.2, fully paid-up; record date set as 21st August 2025.

Captain Polyplast receives LOA from Dakshin Gujarat Vij Co. Ltd. for solar pump systems under PM-KUSUM Component-B scheme.

Kaushalya Logistics starts operations at 3 new in Siwan, Gopalganj and Chapra Bihar depots for Dalmia Cement Bharat Ltd. under the CFA model targeting 15,000 MT monthly volume.