Share Market

Russian Crude Savings Surge

Crude Import Snapshot
- India imports ~4.5 mbpd crude.
- Russian crude: 1.8 mbpd (40%) in Nov 2025 (ex-Nayara: 1.4 mbpd/31%).
- Current: 1.2 mbpd (27%)

Discount Dynamics
- Nov 2025 Russian discount: $2.2/bbl.
- Current discount: $10/bbl.
- India saves $8-12 million currently on Russian imports.

NSE Introduces Pre-Open Session in Equity Derivatives (F&O) Segment 📊

Trading in F&O Pre-Open Session to Commence from December 08, 2025.

NSE States F&O Pre-Open Session will be held from 9:00 AM to 9:15 AM.

🚀 IPO – PRIMARY MARKET ON FIRE! 🔥
Next 30 days will be massive for IPO investors as big brands hit the market with mega listings.

📊 Upcoming IPOs (Issue Size in ₹ Crores)

▪️ ICICI Prudential AMC – ₹9,000 Cr
▪️ Groww – ₹6,500 Cr
▪️ Lenskart Solutions – ₹6,000 Cr
▪️ Pine Labs – ₹5,500 Cr
▪️ PhysicsWallah (PW) – ₹3,800 Cr
▪️ Tenneco Clean Air – ₹3,000 Cr
▪️ Prestige Hospitality – ₹2,500 Cr
▪️ Orkla India – ₹2,000 Cr
▪️ boAt – ₹2,000 Cr
▪️ Park Medi World – ₹1,200 Cr

💥 Mega News:
Coca-Cola is planning an ₹8,300 Cr IPO for its Indian bottling unit 🍾
💰 Estimated Valuation: ₹83,000+ Cr

News..

Trump Tariff: भारत पर जल्द हट सकता है अतिरिक्त टैरिफ, CEA ने जताई उम्मीद - CNBC Awaaz ट्रंप ने 27 अगस्त से भारत पर 25% का अतिरिक्त शुल्क लगाया था. इससे पहले 25 फीसदी का टैक्स लगाया गया था. जिससे कुल शुल्क बढ़.....

KPI GREEN ENERGY – Q1 FY26 Results

💰 Net Profit: ₹1.04 B ↑ from ₹661 M (YoY)

📈 Revenue: ₹6.03 B ↑ from ₹3.5 B (YoY)

💼 EBITDA: ₹1.96 B ↑ from ₹1.24 B (YoY)

📉 EBITDA Margin: 32.54% ↓ from 35.76% (YoY)

Companies Quarter Results:-
-1/8/25

Shriram Piston and Rings


Another steady and consistent quarter of growth
Rev at 963cr vs 837cr, Q4 at 988cr
PBT at 183cr vs 153cr, Q4 at 201cr
PAT at 135cr vs 117cr, Q4 at 151cr

Jay Bharat Maruti


Blockbuster Q1FY26 with super margin expansion QoQ and YoY
Solid uptick in profits
Rev at 557cr vs 533cr, Q4 at 610cr
PBT at 36cr vs 8cr, Q4 at 30cr
PAT at 23cr vs 5cr, Q4 at 20.5cr
Solid QoQ growth
Almost 80-85% of revenues come from Maruti

Capri Global


Solid Q1FY26
Slightly higher impairments QoQ and YoY
Rev at 770cr vs 525cr, Q4 at 736cr
PBT at 198cr vs 82cr, Q4 at 210cr
PAT at 150cr vs 62cr, Q1 is 158cr
Asset quality steady
Consistent growth
GNPA at 1.72%
NNPA at 1.02%

Privi Speciality Chemicals


Solid Q1FY26 👏
Highest ever Q1
Rev at 558cr vs 463cr, Q4 at 613cr
PBT at 81cr vs 43cr, Q4 at 84cr
PAT at 58cr vs 31cr, Q4 at 60cr
Lower other income QoQ

Transformers and Rectifiers

Solid Q1FY26 👏
Highest ever Q1
Seasonality with H2 heavy ex*****on
Solid start to FY26
Rev at 529cr vs 322cr
Other income at 20cr vs 4cr
PBT at 90cr vs 27cr, Q4 at 119cr
PAT at 67cr vs 21cr, Q4 at 94cr

Hester Biosciences

Rev at 84cr vs 82cr, Q4 at 82cr
Solid margin expansion QoQ and YoY
PBT at 19cr vs 9.7cr, Q4 at 2.4cr
PAT at 17cr vs 7cr, Q4 at 1.5cr

Procter Gamble Health

Solid set
Rev at 338cr vs 283cr,last qtr at 310cr
PBT at 88cr vs 43cr, last qtr at 78cr
PAT at 66vr vs 17cr, last qtr at 61cr

Dhanuka Agritech

Q1 is usually leaner for Dhanuka historically
Decent YoY
Marked degrowth QoQ
Rev at 528cr vs 493cr, Q4 at 443cr
EBITDA at 83cr vs 71cr
PBT at 75cr vs 66cr, Q4 at 102cr
PAT at 55cr vs 49cr, Q4 at 75cr

Taj GVK Hotels

Seasonality in the business, so QoQ can't be compared
Big other income
Rev at 106cr vs 93cr
Other income at 22cr vs 2cr
PBT at 49cr vs 22cr
PAT at 41cr vs 17cr

HEC Infraprojects

Seasonality in the business with 50% coming in Q4
Rev at 28cr vs 18cr
PBT at 1.7cr vs 1.1cr
PAT at 1.3cr vs 0.8cr

Decent/Average:








Disclaimer:- All posts are only for learning/educational purpose and self examination. Kindly take your financial advisor assistance before making any trades.

RELIANCE INDUSTRIES:-

Reliance’s subsidiary NTPL has acquired an additional 9.9% stake in Nauyaan Shipyard Pvt Ltd from Welspun Corp for ₹54.70 crore.

This raises NTPL’s total stake in the company to 93.9%.
The acquisition strengthens Reliance’s shipyard and manufacturing capabilities.

Morning Market Data: 1FEB 2025

Special Trading Session on Saturday!
Stock Market Open on Feb 1 (Saturday) for Budget 2025!
📊 Both NSE & BSE will operate a full trading session tomorrow as Finance Minister Nirmala Sitharaman presents the Union Budget 2025.

⏰ Market Timings:

✅ Equity Market: 9:15 AM - 3:30 PM
✅ Commodity Derivatives: Until 5:00 PM.

📈 Market Recap: Nifty steadily moved higher throughout the session and closed near the day’s high, gaining 1.11%.

The Nifty Midcap 100 outperformed, ending with a substantial gain of 1.89%.

📊 Sector Performance: Top Performers: FMCG, Consumer Durables

Lagging Sectors: Pharma, Healthcare

🔍 Options Market Insights:

Open Interest: Significant build-up at 24,000 Call and 23,000 Put.

Sentiment: Balanced OI addition on both sides, indicating neutral sentiment.

VWAP Trading Range: 23,245 to 23,775 for the next session.

Max Pain: 23,400

PCR: 0.885

💸 Institutional Activity:

FIIs: Net sellers ₹1,188.99 crore
DIIs: Net buyers ₹2,232.22 crore

📈 Index Net Contracts:

FINNIFTY Futures: -44
Bank Nifty Futures: 113
Midcap Nifty Futures: -242
Nifty Next 50 Futures: 6
Nifty Futures: -1,066

Stock in News

- Arston Engineering: Wins ₹61.54 crore order from Sadhav Offshore Engineering Pvt. Ltd.

- Marine Electrical: Wins ₹37.92 crore order from DC Development Noida Ltd.

- Engineers India: Wins ₹222 crore PMC services order from HPCL for L**e Modernization project.

📍 Q3 Updates

- Captain Pipes: Q3 net profit rises to ₹1.09 crore, revenue grows to ₹20.65 crore.

- Captain Pipes: Q3 EBITDA falls to ₹1.99 crore, margin drops to 9.6%.

- Anup Engineering: Q3 net profit surges to ₹31.4 crore, revenue at ₹170 crore.

- Nestlé India: Q3 net profit rises to ₹700 crore, revenue grows to ₹4801 crore.

- Nestlé India: Q3 EBITDA drops to ₹1081 crore, margin declines to 22.71%.

- Sinclairs Hotels: Q3 net profit falls to ₹1.12 crore, EBITDA drops to ₹3.18 crore.

- Teesta Agro: Q3 net profit declines to ₹1.88 crore, EBITDA rises to ₹3.16 crore.

- Flair Writing: Q3 net profit jumps to ₹29 crore, revenue grows to ₹264 crore.

- Jubilant Pharmova: Q3 net profit rises to ₹100 crore, revenue grows to ₹1810 crore.

- Hind Rectifier: Q3 net profit rises to ₹10 crore, EBITDA grows to ₹17.5 crore.

- PNB: Q3 net profit soars to ₹4508 crore, NII rises to ₹11032 crore.

- Jyothy Labs: Q3 net profit drops to ₹87 crore, revenue rises to ₹704 crore.

- Equitas SFB: Q3 net profit drops to ₹66 crore, NII increases to ₹818 crore.

- Marico: Q3 net profit rises to ₹400 crore, revenue drops to ₹2422 crore.

- GMDC: Q3 net profit rises to ₹151 crore, EBITDA declines to ₹92 crore.

- Texmaco Rail: Q3 net profit grows to ₹77 crore, revenue rises to ₹1326 crore.

- Sun Pharmaceutical: Q3 net profit increases to ₹3033 crore, revenue at ₹13675 crore.

- IndusInd Bank: Q3 net profit drops 39% to ₹1403 crore, NII declines 1% to ₹5228 crore.

- Inox Green Energy: Q3 net profit at ₹5.19 crore, revenue up 2% to ₹61.13 crore.

- Bandhan Bank: Q3 operating profit up 9% to ₹2021 crore, provisions rise 127% to ₹1376 crore.

- Talbros Engineering: Q3 net profit rises 20% to ₹5.34 crore, revenue grows 6% to ₹114.7 crore.

- Karnataka Bank: Q3 gross NPA flat at ₹2419 crore, net NPA down 2% to ₹1063 crore.

- Godrej Agrovet: Q3 net profit rises 32% to ₹109.85 crore, revenue up 4% to ₹2450 crore.

- Relaxo Footwear: Q3 net profit declines 14% to ₹33.01 crore, revenue down 6% to ₹666.9 crore.

- Poonawalla Fincorp: Q3 net profit down 92% to ₹20.9 crore, NII up 25% to ₹614 crore.

- Pfizer: Q3 net profit drops 2% to ₹127.6 crore, revenue up 0% to ₹537.99 crore.

- City Union Bank: Q3 gross NPA down 2% to ₹1693 crore, net NPA down 10% to ₹701 crore.

- Nectar Lifesciences: Q3 net profit up 403% to ₹7.84 crore, revenue at ₹455.5 crore.

- SAT India: Q3 net profit up 17% to ₹14 crore, revenue up 33% to ₹157 crore.

- Dhani Services: Q3 net profit drops to ₹5.21 crore, revenue up 9% to ₹94.91 crore.

- Macfos Limited: Q3 net profit up 10% to ₹2.76 crore, revenue grows 47% to ₹45.8 crore.

- Everest Kanto: Secures long-term financing from NBE for Egypt’s first CNG cylinder plant.

📍 Acquisition

- Tube Investments of India: Acquires 67% stake in Kcaltech System India Pvt. Ltd.

📍 Leadership Changes

- Protean eGov: Appoints Mr. Gopa Kumar T N as CEO of Protean International DMCC, effective February 1, 2025.

📍 New Projects

- Mukta Arts: Opens new 2-screen cinema in Kalyan, marking a milestone in its expansion plans for 2025-2026.

- Ask Automotive: 6.6 MWp solar plant in Haryana begins commercial operations.

- Everest Kanto: Secures financing for Egypt’s first CNG cylinder plant.

📍 Collaboration

- Zaggle: Partners with Ekincare to launch Health & Wellness wallet for corporate clients’ employees.

- Vantage Knowledge Academy: Partners with Marwadi University for finance courses.

📍 Fundraising

- Bharat Forge: Approves ₹82 Cr investment in Kalyani Powertrain Limited through rights issue.

📍 Miscellaneous

- Tata Technologies: Faces ransomware attack; services temporarily suspended but client services unaffected.

- Polycab India: Under GST investigation at corporate office and directors’ residences.

- Maruti Suzuki: Aims to be India’s largest electric car maker in its first production year.

- Wockhardt: Zaynich achieves 96.8% clinical cure rate in Phase III study for cUTI.

- Kiri Industries: Wins both appeals, securing US$603.80 million in DyStar en bloc sale.

- Nazara Technologies: Paper Boat Apps adds Barbie to Kiddopia app.

- Ola Electric: Launches Gen 3 S1 Pro+ with up to 5.3kWh battery options, deliveries begin in mid-February.

Disclaimer:- All calls, trades and posts are only for learning/educational purpose and self examination. Kindly take your financial advisor assistance before making any trades.

Market Cues: 21 January 2025

📈 Market Recap:
gained 0.61%, recovering from support around 23,170 and oscillating in a range of 23,330–23,390.

The Nifty Midcap 100 outperformed, closing with a 0.91% gain.

📊 Sector Performance: Top Performers: , Financial Services.

Lagging Sectors: , FMCG.

🔍 Options Market Insights:

Open Interest: Significant build-up at 23,600 Call and 23,000 Put.

Sentiment: Higher put writing signals a bullish undertone.

VWAP Trading Range: 23,165 to 23,465 for the next session.

Max Pain: 23,300

PCR: 1.014

💸 Institutional Activity:

: Net sellers ₹4,334.54 crore
DIIs: Net buyers ₹4,321.96 crore

📈 Index Net Contracts:

Futures: -6
Bank Nifty Futures: 8,886
Midcap Nifty Futures: 1,294
Nifty Next 50 Futures: 7
Nifty Futures: -16,482

📍 NEW ORDERS & CONTRACTS

- Renewable: Wins ₹270 Cr order for a 105 MWp solar power project under an EPC agreement.

- Advait Energy: Wins order for 200 MW Alkaline Electrolyser manufacturing under the SIGHT Scheme (Tranche-II) from SECI.

- Supreme Power: Receives ₹21.3 Cr order from a Chennai-based electric company for manufacturing and supply of oil-cooled distribution transformers.

- Shirika Enterprises: Wins ₹5.74 Cr order for rooftop solar systems in Ladakh and Rajasthan under PM Surya Ghar-Mufti Bijli Yojna.

- Krystal Integrated: Approves up to ₹300 Cr fundraising via QIP.

📍 OPERATIONS & PERFORMANCE UPDATES

- DIGIKORE Studios: I Made a Song hits ₹70,000 daily revenue milestone in just one month.

- Q3:
- Net Loss: ₹210 Cr vs ₹220 Cr loss YoY
- Revenue: ₹1828 Cr vs ₹2850 Cr
- EBITDA Loss: ₹223 Cr vs ₹161 Cr loss YoY

- VIDHI SPECIALTY Q3:
- Net Profit: ₹12.7 Cr vs ₹8.5 Cr YoY
- Revenue: ₹99 Cr vs ₹63 Cr
- EBITDA: ₹19 Cr vs ₹14.5 Cr YoY

- KRYSTAL INTEGRATED Q3:
- Net Profit: ₹10.5 Cr vs ₹8.9 Cr YoY
- Revenue: ₹276 Cr vs ₹284 Cr
- EBITDA: ₹17.7 Cr vs ₹19 Cr YoY
- Margins: 6.41% vs 6.7%

- IOB Q3:
- Net Profit: ₹870 Cr vs ₹720 Cr YoY
- NII: ₹2789 Cr vs ₹2397 Cr

- MRPL Q3:
- Net Profit: ₹304 Cr vs ₹683 Cr loss QoQ
- Revenue: ₹21,871 Cr vs ₹24,967 Cr

- Supreme Industries Q3:
- Net Profit: ₹186 Cr vs ₹256 Cr YoY
- Revenue: ₹2509 Cr vs ₹2449 Cr
- EBITDA: ₹308 Cr vs ₹379 Cr YoY
- Margins: 12.3% vs 15.4%

- Newgen Software Q3:
- Net Profit: ₹89 Cr vs ₹70 Cr QoQ
- Revenue: ₹381 Cr vs ₹361 Cr
- EBITDA: ₹99.7 Cr vs ₹75 Cr QoQ
- Margins: 26.1% vs 20.7%

- Q3:
- Net Profit: ₹59 Cr vs ₹138 Cr YoY
- Revenue: ₹5405 Cr vs ₹3283 Cr
- EBITDA: ₹162 Cr vs ₹103 Cr YoY

- Technologies Q3:
- Net Profit: ₹171 Cr vs ₹97 Cr YoY
- Revenue: ₹10,453 Cr vs ₹4,835 Cr YoY

- AGI Greenpac Q3:
- Net Profit: ₹90.5 Cr vs ₹67 Cr YoY
- Revenue: ₹658 Cr vs ₹622 Cr
- EBITDA: ₹169.5 Cr vs ₹151.5 Cr YoY

- Oberoi Realty Q3:
- Net Profit: ₹618 Cr vs ₹359 Cr YoY
- Revenue: ₹1411 Cr vs ₹1055 Cr
- EBITDA: ₹856 Cr vs ₹509 Cr YoY.

📍 TECHNOLOGICAL ADVANCEMENTS & STRATEGIC PARTNERSHIPS

- Bharti Airtel & Finance: Enter into a strategic partnership to create one of India's largest digital platforms for financial services, offering 27 product lines to 370 million Airtel customers.

- : Selected as the Registrar and Transfer Agent for the proposed Jio BlackRock Mutual Fund, pending SEBI and board approvals.

- : Partners with Penang Convention & Exhibition Bureau to promote tourism between India and Malaysia.

- TCS: Opens a new delivery center in Toulouse, France, to drive AI-powered transformation for aerospace and defense industries.

📍 LEADERSHIP CHANGES & APPOINTMENTS

- : Sudhir Chaturvedi resigns as President & Director to pursue new opportunities. He will leave the company after January 27, 2025.

- CG Power: Appoints Mehernosh N. Mehta as Vice President-HR.

- Bharat Forge: Krishnan Iyer resigns as President & COO due to personal reasons.

- Bank of Baroda: Transfers its depository business to BOB Capital Markets Ltd. for ₹1.52 Cr.

📍 INCIDENTS & CLARIFICATIONS

- Voda Idea: Clarifies it has not received any communication from the Government in relation to recent news reports.

- Spandana Sphoorty: Board meeting scheduled for January 23 to consider fund raising via equity and Q3 results.

📍 NEW DEVELOPMENTS

- EKI Energy: Secures Science-Based Targets Initiative (SBTi) backing for 2030 emission targets, committing to a 42% reduction in Scope 1 and 2 GHG emissions.

- Nazara Technologies: Approves ₹495 Cr fund raising via equity at ₹990 per share.

- Strides Pharma: Receives USFDA approval for Acetaminophen and Ibuprofen Tablets, expanding its OTC portfolio.

- Venus Remedies: Successfully renews European GMP certification for its manufacturing facility.

- Prakash Ind: Begins coal mining operations at Bhaskarpara Coal Mine in Chhattisgarh, expected to boost profitability.

📍 INDUSTRY NEWS

- Veda Resources: Fitch upgrades Vedanta Resources to 'B+' with a stable outlook.

- PLI Scheme: VOLTAS, RAM RATNA, MIRC are among 24 companies selected under the PLI Scheme for white goods with ₹3,516 Cr investment.

Disclaimer:- All Contents are only for educational purpose. Kindly take your financial advisor assistance before making any trades.