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https://t.me/+eGyBIduPgNY4OWE1 Stock result update Corporate update Management commentary Brokerage house update 24 by 7 stock market news
#TOP10 #StocksInFocus
1-APOLLO HOSPITALS
Board approved the investment of Rs 742.5 Cr by Rasmeli Limited (an Advent affiliate) into Apollo Healthco limited
2-ZYDUS LIFE
Zydus receives USFDA approval for Eluxadoline Tablets with 180 days of exclusivity, targeting a $243.7 million market.
3-MAHA SEAMLESS
Received Rs. 298 crores order for seamless pipes.
4-CEIGALL INDIA
Ceigall India Ltd. awarded a project worth Rs. 923 Cr.
5-GSPL
Got approval for laying the Anjar-Palanpur pipeline expansion.
6-KEC INTL
KEC International secures new orders worth Rs. 1,267 crores.
7-MTNL
MTNL defaults on principal and interest payments to banks.
8-INFOSYS
Infosys proposes $17.5 million settlement for class action lawsuits.
9-ALKEM LAB
Alkem Medtech acquires 100% stake in Bombay Ortho.
10-MUTHOOT FINANCE
Gold Loan AUM crosses Rs. 1 Lakh Crore.
11-EDELWEISS FIN
Edelweiss addresses media misrepresentation regarding Ecstasy Realty's financial defaults.
12-DALMIA BHARAT
Dalmia Bharat commences commercial production at the new grinding unit of 2.4 MTPA capacity.
INVESTEC ON AU SFB
buy Rating, Target Price 750 (48% upside )
We see AU delivering one of the highest earnings growths over FY25E-FY28E (25%+ CAGR) among mid-size banks with RoA expansion
KTAs:
a) credit cost is likely to remain elevated till Q2FY26,
b) MFI collections trends are improving,
c) loan growth should be in the range of 20%-25% in FY26E,
d) the rationale for Fincare acquisition is to meet PSL requirements, leverage the cross-cycle profitability of MFI and strengthen its Universal Banking eligibility
ZYDUS LIFE: CO. RECEIVES FINAL APPROVAL FROM USFDA FOR ELUXADOLINE TABLETS, 75 MG AND 100 MG || TABLETS HAD ANNUAL SALES OF USD 243M IN THE US
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Housing finance Market (HFC) may DOUBLE to ₹81 Lakh Crore in 5 years from ₹33 Lakh Crore currently
~Currently 74.5% of HFC market is dominated by Banks & 19% by Housing finance companies
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Corporate update, quaterely result, management guidance @companyupdate
Daily one company Fundamental analaysis in detail daily
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Order Book, capex and stock information in detail @stockinfo33
Stock market statics and information @stockinfo3
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Wealth Erosion in Listed SMEs
*Key Statistics:*
- Total listed SMEs: 756
- Companies with wealth erosion from All-Time High (ATH):
- 90-100%: 23 (3%)
- 80-90%: 50 (6.6%)
- 70-80%: 70 (9.3%)
- 60-70%: 111 (14.7%)
- 50-60%: 126 (16.7%)
*Notable Trends:*
- 1 out of 2 listed SMEs have fallen more than 50% from ATH
- 1 out of 5 SMEs have fallen more than 70% from ATH
📌Insights into Mr. Amit Agarwal, Secretary, Dept. of Pharmaceuticals, Union Min. of Chemicals & Fertilizers interview to Businessline
💊India is poised to attract nearly ₹17,000 crore in R&D investments in the Pharma sector by the FY28, covering segments like Cancer research, Med Tech, lifestyle disease prevention, innovative medical devices, orphan drugs, anti-microbial resistance, stem cell and gene therapies & precision medicines.
💰Nearly ₹5,000 crore scheme for the Promotion of Research & Innovation in Pharma MedTech Sector (PRIP) likely to see the first disbursals.
👉This scheme, launched by the Dept. of Pharmaceuticals under the Ministry of Chemicals & Fertilizers, has a total financial outlay of ₹5,000 crore, of which ₹4,250 crore is earmarked specifically for accelerating R&D investments.
💠This scheme will infuse ₹17,000 crore of Additional investment in priority area anticipation launch of 30 New Products or Technologies by the end of FY28.
🔶The PRIP scheme is divided into components, with 1st Component, involving an outlay of ₹700 crore, already implemented.
➡️This component includes the establishment of Centres of Excellence in seven NIPERs located in Mohali, Ahmedabad, Hajipur, Hyderabad, Kolkata, Guwahati & Rae Bareli.
💉These institutes are engaged in diverse R&D activities such as anti-viral and anti-bacterial drug development, phyto-pharmaceuticals, continuous manufacturing, and novel drug discovery.
📌Component B of the scheme is categorized into three parts :
1⃣Category 1 targets established Indian pharmaceutical companies willing to collaborate with academia. It will fund nine projects, each with a maximum government support of ₹125 crore or 35% of the project cost, whichever is lower.
2⃣ Category 2 focuses on 30 projects aimed at bringing products to marketable stages, with each receiving up to ₹100 crore or 35% of the cost, whichever is lower.
3⃣Category 3 supports MSMEs, start-ups & research-driven companies, with funding of ₹1 crore each for approximately 125 projects over a five-year period.
📌Conclusion :
👉Nationwide road shows are also being planned to promote awareness & participation in this initiative.
➡️Overall, PRIP is a significant step towards bolstering India’s position in global pharmaceutical innovation & technological advancement.
INDIA-NEW ZEALAND FTA
• India, New Zealand launch FTA negotiations
• FTA aimed at enhanced supply chain integration, market access
• Negotiations back on the table as New Zealand PM Christopher Luxon visits India
P N GADGIL JEWELLERS; Company has opened a new store under Franchise Owned, Company Operated (‘FOCO’) Model at AK Arcade, Talegaon Chakan Road, Talegaon Dabhade, Pune, Maharashtra - 410507 today i.e. March 16, 2025 at around 02:00 P.M.
Accordingly, the total number of stores now stands at 52.
Note; Co. opened 3 Stores So Far In Q4 V CO.s Guidance Of 3 Stores In Q4
AKZO NOBEL; Blackstone puts non-binding bid for decorative Dulux paints business of Akzo Nobel India ; Reports
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Fed Expected to Cut Rates Twice This Year, Starting in September - Bloomberg
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China should choose 'right timing and strength' for monetary easing, state media says - Reuters
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U.S Stock Market Sentiment drops to lower levels than seen during the Dot Com Bubble and the Global Financial Crisis
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KANPUR PLASTIPACK: Kanpur Plastipack Sells CPP Division for ₹49.25 Cr
Kanpur Plastipack Ltd. has signed an Assets Purchase Agreement with SRF Ltd. to sell its CPP division for ₹49.25 Cr due to financial losses and weak market demand.
The proceeds will be used to reduce debt and focus on core Raffia business.
SBI SMALLCAP AUM MONTH WISE
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MAHARASHTRA SEAMLESS: CO. HAS RECEIVED AN ORDER WITH BASIC VALUE OF RUPEES 298 CR APPROX. FOR SUPPLY OF SEAMLESS PIPES
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Jefferies initiates 'hold' rating on #WaareeEnergies.
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HSBC upgrades rating on #TataMotors; cuts target price.
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Stock market Updates
Order Wins
- JOHN COCKERILL: Wins ₹40 Cr order.
- CEIGALL INDIA: Wins ₹923 Cr order.
- YOGI: Wins ₹111 Cr order.
- ORIENTAL RAIL: Wins ₹4.94 Cr order.
- KEC INT: Wins ₹1267 Cr order.
- RMC SWITCHGEARS: Wins ₹229 Cr Rajasthan Solar Project.
- TEERTH GOPICON: Wins 46.29 MW Solar Project in Rajasthan.
- RPP Infra Projects Ltd.: Secures ₹22.56 Crore Contract for NDT Facility Construction.
📈 Acquisition
- ANKA INDIA: Co. to acquire 100% of Futech Internet Pvt Ltd.
- CHANDAN HEALTHCARE: Acquires X Life Diagnostics.
- KIRLOSKAR BROTHERS: Update on acquisition of equity stake in Sunsure Solarpark Nineteen Private Limited.
- Uber: In early talks to acquire EV ride-hailing firm BluSmart.
👔 Leadership Changes
- DREDGING CORP: CFO resignation.
- TCS: New Chief Human Resources Officer appointed.
- TATA MOTORS: Announces intention to appoint Deloitte Haskins & Sells LLP as Statutory Auditors from FY28.
- YES BANK: Appointment of new management personnel (CFO).
- Tata Communications: Appoints new Chairman.
- INDUSIND BANK: Board meeting to review financial stability and potential actions.
- SYMPHONY: Resignation of President - Operations.
- CAMS: Partnership with LIC for Insurance Repository Services.
- INDUSIND BANK: RBI affirms financial stability, remedial action.
🚀 New Projects
- TIMKEN INDIA: Investing ₹120 crore to expand Jamshedpur’s rail bearing capacity.
- BRIGADE ENT: Launches Brigade Eternia in Yelahanka, Bangalore.
- Dalmia Bharat: Launches 2.4 MTPA cement grinding unit in Assam.
- Solarium Energy: Signed MOUs for solar panel supply with Citizen Solar and Navitas Solar.
- Voler Car: Expands to South India with Teleperformance contract.
📋 Miscellaneous
- NATO Sec. Gen. Rutte: Europe commits to much higher defense spending.
- MTNL: Defaults on payment of ₹8277 Cr to 7 banks.
- EDELWEISS FINANCIAL: Clarification on FIR filed against Edelweiss.
- GINNI FILAMENTS: Fire outbreak at the company's garment division godown.
📝 USFDA
- JB CHEMICALS: Inspection of API manufacturing facility (No Observations).
- SHILPA MEDICARE: USFDA inspection with ZERO observations.
- ZYDUS LIFESCIENCES: USFDA approval for Eluxadoline Tablets.
📊 IPO
- Ather Energy: Files updated IPO papers, valued at ₹14,000 crores.
- LG Electronics India: Gets SEBI approval for ₹15,000 Cr IPO via OFS.
- Allchem Lifescience: Files for ₹905 Cr IPO.
- INOX Clean Energy: Planning IPO in FY26 (₹5,000 crore).
📉 Promoter Buy/Sell
- SpiceJet: Promoter Stake Sale (Ajay Singh sells 0.90% of his stake).
- GENSOL ENGINEERING: Clarification on promoter warrants pricing.
🤝 Collaboration
- CAMS: Collaboration with LIC for Insurance Repository Services.
- Rajputana Biodiesel: OMCs launch new biodiesel procurement tender.
- Solarium Energy: Collaboration with Citizen Solar and Navitas Solar.
💰 Fundraising
- CENTUM ELECTRONICS: Raised ₹210 Cr from QIP.
- HITACHI ENERGY: Raised ₹2520 Cr via QIP.
- INDIAN BANK: Board meeting to consider fundraising plan.
📋 Other
- YES BANK: Launch of GST payment facility.
- Kalyan Jewellers: Extended unsecured loan of ₹50 crore to Kalyan Gold & Diamond Jewellery.
- Metropolis Healthcare: Withdraws writ petition filed in Delhi High Court.
- Rohit Chatter: New appointment as Chief Data Officer at Angel One.
- Ola Electric: Insolvency petition filed by Rosmerta Digital Services.
📉 Promoter Stake Sale
- SpiceJet: Promoter Ajay Singh sells 1.15 crore shares.
📋 Miscellaneous Updates
- Varun Beverages: PepsiCo to expand snacks business in India.
- Akzo Nobel: Blackstone bids for Dulux paints business.
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Tick Size Changes from 15th April onwards across Cash, Stock Futures and Index Futures segment.
Cash Segment & Stock Futures Segment will be same tick size :
Below ₹250 - 0.01 (unchanged)
≥ 250 upto 1,000 - 0.05 (unchanged)
> 1,000 upto 5,000 - 0.10
> 5,000 upto 10,000 - 0.50
> 10,000 upto 20,000 - 1.00
> 20,000 - 5.00
Index Futures Segment will have following tick size :
Upto 15,000 - 0.05 (unchanged)
> 15,000 upto 30,000 - 0.10
> 30,000 - 0.20
eg. A stock whose value is ₹6000 will now have ticks ₹6000, ₹6000.50, ₹6001…. which earlier was ₹6000, ₹6000.05, ₹6000.10 and so on.
Stocks with Highest Dividend Yield
✨Vedanta
✨I O C L
✨IndiGrid Trust
✨B P C L
✨Hindustan Zinc
✨Coal India
✨H P C L
✨Rites
✨O N G C
✨Embassy Off. REIT
✨Natl. Aluminium
✨Power Grid Corpn
✨GAIL (India)
✨REC Ltd
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• China to take multiple measures to stabilise stock market
• China vows to improve medical, pension capabilities
• China to promote reasonable growth of wage income
• China vows to strengthen childbirth support
• China to boost support for trade in programmes
• China to continue to stabilize real estate market
• China to promote technologies, products in smart wearables
SOURCES SAY
Blackstone puts non-binding bid for decorative Dulux paints business of Akzo Nobel India
• Last month, Dutch parent Akzo Nobel NV confirmed it made an offer to acquire powder coatings operations, research unit of Indian subsidiary
• Offer includes transfer of intellectual property for local decorative paints business to Indian unit
• Step leaves Akzo Nobel to sell the local Dulux paint business to successful bidder
• Other bidders currently seeking to buy the paint asset are Indigo Paints, JSW Group, Pidilite Industries
• Last month's deal with parent will help AkzoNobel India become more focused on liquid paints and coatings business
• Allow it to become fully brand and technology independent in core decorative paints: statement
• Blackstone declined comment on the matter
• AkzoNobel India didn't reply to an email seeking a comment
VARUN BEVERAGES: PepsiCo plans to expand its snacks business in India, targeting diverse tastes and premium products to sustain double-digit growth Says South Asia CEO Jagrut Kotecha -PTI
CEO Jagrut Kotecha sees rising consumption driven by urbanization and economic growth.
SAIL ; SAIL to scale up Rourkela Steel Plant capacity to 9 MT by 2030 at ₹30,000 cr investment- ET
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China should choose 'right timing and strength' for monetary easing, state media says - Reuters
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India is set to become the world’s third-largest economy by 2028, surpassing Germany, with GDP growing from $3.5T (2023) to $5.7T ; Morgan Stanley Report
Key drivers: strong policies, infrastructure, and a booming consumer market.
NEW IMMIGRATION BILL 2025
■ Targeted at Illegal Entry: Aims to curb unauthorized migration, especially in Tripura and Northeast India.
■ Focus on Bangladesh & Myanmar: Addresses frequent illegal migration from these regions.
■ Strict Penalties:
Illegal entry: 5 years jail + ₹5 lakh fine.
Forged documents: 2-7 years jail + ₹1-10 lakh fine.
Overstaying visa: 3 years jail + ₹3 lakh fine.
Facilitating migration: ₹5 lakh fine + vehicle confiscation.
■ Key Points on New Legislation for Foreigners
■ Mandatory Reporting: Hotels, universities, hospitals, and nursing homes must report information on foreign nationals.
■ Visa Monitoring: Aims to track and prevent foreigners from overstaying their visas.
■ Airlines & Ships Compliance: International airlines and ships must provide passenger and crew manifests in advance at Indian ports.
MINDA CORP ; Delhi HC directed Minda Corp to pay €5.5M (₹52 Cr) to Mercedes-Benz as per a settlement agreement.
The amount was already deposited with the court, and Minda Corp is assessing an appeal.
No financial impact is expected due to indemnification from its promoter.
📢 Mutual Fund Moves in Feb: Decoding Their Strategy
🔹MFs are adding: Healthcare & Pharma (Defensive bet), Consumer Staples (Stable demand), & Select Mid & Small Cap Stocks.
🔹Reducing Exposure to: Power & Energy (Regulatory risks), IT (Slow growth), Construction (Liquidity concerns), & Chemicals (Margin pressure).
🔹Notable Trend: Reduction in Large-Cap Holdings as funds shift focus towards mid & small caps.
🔹Increased allocation to infrastructure & logistics stocks signaling confidence in India's CapEx cycle.
🔹Selective exits from Financials , possibly due to interest rate & NPA risks.
📌 Implication:
✅ Defensive & resilient sectors gaining traction amid market uncertainty.
✅ Valuation concerns & regulatory risks driving exits in Power, IT, & Chemicals.
✅ Mid & Small-cap focus hints at long-term growth bets over short-term stability.
✅ CapEx & consumption themes emerging as key investment areas.
(No Buy/Sell Reco)
Why These 4 Mutual Funds Were Chosen?
-We analyzed Parag Parikh Flexi Cap, HDFC Mid-Cap Opportunities, Quant Small Cap, and Tata Small Cap because they:
🔹Represent different investment styles & fund categories (Flexi Cap, Mid-Cap, Small-Cap).
🔹Are known for strong performance & unique strategies in their respective segments.
🔹Have significant AUM & investor interest, making their moves influential.
🔹Show contrasting sectoral preferences, helping decode broader market trends.
🔹Indicate shifting MF strategies, from large-cap reduction to mid & small-cap focus.
📌These funds provide a balanced perspective on how different MF houses are navigating market trends.