..... . VALI disclosures . .....: 29/07/26, Let's catch up on the latest news from the stock market. From significant investments to major deals, quarterly earnings, order wins, and appointments, here's a quick look at which stocks will be in focus in today's trade:

Wednesday, July 29, 2026

29/07/26, Let's catch up on the latest news from the stock market. From significant investments to major deals, quarterly earnings, order wins, and appointments, here's a quick look at which stocks will be in focus in today's trade:

Asian Paints, Eicher Motors, Adani Enterprises, Adani Ports and Special Economic Zone, Colgate Palmolive (India), ACME Solar Holdings, Aequs, Bajaj Housing Finance, Black Buck, CarTrade Tech, Dabur India, Hexaware Technologies, Jammu & Kashmir Bank, KPIT Technologies, Karnataka Bank, MTAR Technologies, Piramal Pharma, Prestige Estates Projects, Syngene International, Vedanta Power, Vedanta Iron and Steel, Vedanta Oil and Gas, and Waaree Energies will release their quarterly earnings today.

Quarterly Earnings

Larsen and Toubro Q1 (Consolidated YoY)

Profit grows 14% to Rs 4,123 crore Vs Rs 3,617 crore
Revenue rises 7% to Rs 67,942 crore Vs Rs 63,679 crore
EBITDA falls 3% to Rs 6,116 crore Vs Rs 6,318 crore
Margin declines 90 bps to 9% Vs 9.9%
Group order inflows surge 14% to Rs 1.08 lakh crore Vs Rs 94,453 crore
Company has consolidated order book of Rs 7.79 lakh crore, up 5% since March 2026
Tata Capital Q1 (Consolidated YoY)
Profit soars 56% to Rs 1,547 crore Vs Rs 990 crore
Total income grows 23% to Rs 4,455 crore Vs Rs 3,626 crore
AUM surges 22% to Rs 2.90 lakh crore Vs Rs 2.37 lakh crore
Phoenix Mills Q1 (Consolidated YoY)
Profit jumps 23.3% to Rs 296.9 crore Vs Rs 240.7 crore
Revenue increases 12.8% to Rs 1,074.9 crore Vs Rs 953 crore
Paradeep Phosphates Q1 (Consolidated YoY)
Profit zooms 23.9% to Rs 392.5 crore Vs Rs 316.8 crore
Revenue spikes 36% to Rs 6,124.3 crore Vs Rs 4,503.5 crore
Board approves investment of around Rs 250 crore for setting up Aluminium Fluoride (AlF3) plant at Paradeep
Birlasoft Q1 (Consolidated YoY)
Profit surges 51.3% to Rs 161 crore Vs Rs 106.4 crore
Revenue grows 7.4% to Rs 1,379.4 crore Vs Rs 1,284.9 crore
DCM Shriram Q1 (Consolidated YoY)
Profit zooms over 6-fold to Rs 692.8 crore Vs Rs 113.4 crore
Revenue increases 9.5% to Rs 3,784.7 crore Vs Rs 3,455.2 crore
Exceptional gains of Rs 79.42 crore Vs Nil
Tax write-back at Rs 418.02 crore Vs tax expenses of Rs 56.34 crore
VST Industries Q1 (YoY)
Profit falls 24.4% to Rs 42.4 crore Vs Rs 56.1 crore
Revenue declines 13.9% to Rs 256.5 crore Vs Rs 297.9 crore
RPG Life Sciences Q1 (Consolidated YoY)
Profit grows 17% to Rs 30.8 crore Vs Rs 26.3 crore
Revenue soars 15.8% to Rs 195.7 crore Vs Rs 168.9 crore
Sanofi Consumer Healthcare India Q2 (YoY)
Profit increases 13.3% to Rs 68.8 crore Vs Rs 60.7 crore
Revenue rises 6.7% to Rs 235.7 crore Vs Rs 220.9 crore
Stocks to Watch
Graphite India
Following its preliminary affirmative determinations in the countervailing duty (CVD) investigations, the US Department of Commerce has preliminarily imposed a 3.68 percent countervailing duty on exports of large-diameter graphite electrodes from the company.
Rail Vikas Nigam
The company has received a Letter of Acceptance (LoA) from East Central Railway for the construction of doubling works for 25T Indian Railway Standard Loading, from Kundawa Chainpur to Raxaul, in connection with the doubling of the Sitamarhi-Raxaul section in the Samastipur Division of East Central Railway. The EPC project is valued at Rs 358.97 crore.
Life Insurance Corporation of India
The board has appointed Shatmanyu Shrivastava, Executive Director (Finance & Accounts), as the Chief Financial Officer (CFO) of the corporation, effective July 28.
NTPC
The President of India has extended the re-employment of Gurdeep Singh as Chairman & Managing Director of NTPC on a contract basis for a further period of six months beyond the completion of his current tenure on July 31, 2026. The extension will take effect from August 1, 2026.
Euro Panel Products
EUROBOND, the flagship brand of Euro Panel Products, has officially commenced operations at its new 2.2 MW grid-connected solar facility in Surat. The commissioning marks the completion of the third phase of a multi-year energy expansion programme, taking the company's total operational solar capacity to 3.6 MW.
The new facility enables EUROBOND to meet 50 percent of its factory's total power requirements through captive solar energy, a significant increase from its earlier 20 percent offset capability.
Bulk Deals
Gandhar Oil Refinery India
European lender Societe Generale sold 5.22 lakh shares, representing a 0.53 percent stake in Gandhar Oil Refinery India, for Rs 12.62 crore at an average price of Rs 241.88 per share.
The sale comes days after Societe Generale acquired a 1.59 percent stake in the company on July 23-24, following the company's strong June-quarter earnings.
Aqylon Nexus
Mauritius-based arbitrage fund Pine Oak Global Fund acquired an additional 25 lakh shares, representing a 0.98 percent stake in Aqylon Nexus, for Rs 6.29 crore at Rs 25.19 per share.
Meanwhile, Sera Investments & Finance India sold 18.63 lakh shares, or a 0.73 percent stake, in Aqylon Nexus for Rs 4.69 crore at Rs 25.20 per share.
As of June 2026, Pine Oak Global Fund held a 3.94 percent stake in Aqylon Nexus, while Sera Investments & Finance India owned 14.2 percent, according to the latest shareholding pattern.
Asian Granito India
Nova Global Opportunities Fund PCC – Touchstone purchased 20 lakh shares, representing a 0.67 percent stake in Asian Granito India, at Rs 60 per share in a transaction worth Rs 12 crore.
Raajmarg Infra Investment
Axis Bank sold 34.33 lakh units of Raajmarg Infra Investment Trust at Rs 116.50 per unit in a transaction worth Rs 40 crore.

Source: Moneycontrol

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Trade Cycles

The four important features of Trade Cycle are (i) Recovery, (ii) Boom, (iii) Recession, and (iv) Depression!

The trades cycle or business cycle are cyclical fluctuations of an economy. A full trade cycle has got four phases: (i) Recovery, (ii) Boom, (iii) Recession, and (iv) depression. The upward phase of a trade cycle or prosperity is divided into two stages—recovery and boom, and the downward phase of a trade cycle is also divided into two stages—recession and depression.

Phases of Trade Cycle:

The phases of trade cycle are explained with a diagram:

(1) Recovery:

In the early period of recovery, entrepreneurs increase the level of investment which in turn increases employment and income. Employment increases purchasing power and this leads to an increase in demand for consumer goods.

As a result, demand for goods will press upon their supply and it shall, thereby, lead to a rise in prices. The demand for consumer’s goods shall encourage the demand for producer’s goods.

The rise in prices shall depend upon the gestation period of investment. The longer the period of investment, the higher shall be the price rise. The rise of prices shall bring about a change in the distribution of income. Rent, wages, interest do not rise in the same proportion as prices.

Consequently, the margin of profit improves. The wholesale prices rise more than retail prices. The prices of raw materials rise more than the prices of semi-finished goods and the prices of semi-finished goods use more than the prices of finished goods.

(2) Boom:

The rate of investment increases still further. Owing to the spread of a wave of optimism in business, the level of production increases and the boom gathers momentum. More investment is possible only through credit creation. During a period of boom, the economy surpasses the level of full employment and enters a stage of over full employment.

(3) Recession:

The orders for raw materials are reduced on the onset of a recession. The rate of investment in producers’ goods industries and housing construction declines. Liquidity preference rises in society and owing to a contraction of money supply, the prices falls. A wave of pessimism spreads in business and those markets which were sometime before sellers markets become buyer’s markets now.

(4) Depression:

The main feature of a depression is a general fall in economic activity. Production, employment and income decline. The prices fall and the main factor responsible for it is, a fall in the purchasing power.

The distribution of national income changes. As the costs are rigid in nature, the margin of profit declines. Machines are not used to their full capacity in factories, because effective demand is much less. The prices of finished goods fall less than the prices of raw materials.

✳Reality Tips to Traders

1)Trading in the stock market is a marathon. 2)Protecting your capital is key. (Learn to protect first) 3)Making 0 on the day is better than losing 50k 4)Losses happen; they are part of this business. 5)It’s not you vs. the market. It’s you VS you. 6)You are your biggest enemy; learn to be mentally disciplined. 7)Don’t follow the majority; follow the correct path. 8)Traders without a stop loss end up not being traders for long. 9)There is always another trade. 10)The big money is made waiting for the right set-ups. 11)Waiting for the right trade is the most powerful strategy. 12)It is better to cut a loss than to wait to be proven right. 13)Position sizing can make or break you. 14)Worry about the downside before you even think about the upside. 15)Don’t listen to headlines

..BANKING TERMINOLOGY

There are various types of Banks: PSU Banks, Private Banks, Co-operative/Regional Banks, Small Finance Banks and Foreign Banks. When you deposit money in a bank, let's say the bank gives you an interest rate of 4%. But when the bank lends out this money, they lend it out at say, 12%. The difference of 8% in the above scenario is effectively the profit of the bank! The loans that do not pay interest for 90 days are known as Non-performing Assets. Banks have to provide for such bad loans. Structure of a Bank Asset for a Bank: The asset portion of a bank's capital includes cash, government securities, and interest-earning loans (e.g., mortgages, letters of credit, and inter-bank loans). Liabilities for a Bank: The bank's main liabilities are its capital (including cash reserves and, often, subordinated debt) and deposits. The latter may be from domestic or foreign sources (corporations and firms, private individuals, other banks, and even governments). Banks are required to maintain Liquidity with the Reserve Bank of India: SLR (Statutory Liquidity Ratio): It is the money a bank needs to preserve in the form of cash, gold or government Bonds before providing credit customers. This limitation is added by RBI on banks to make funds available to customers on-demand at your earliest convenience. Banks are required to maintain SLR at 18%. CRR (Cash Reserve Ratio): Banks are required to hold a certain proportion of their deposits in the form of cash. Banks don’t hold these as cash with themselves, but deposit such amounts with RBI / currency chests. CRR rate is at 4.5% currently. Repo Rate: The rate at which the RBI lends short-term money to the banks. The RBI through its Monetary Policy committee changes the repo rate to balance growth and Inflation. Reverse Repo rate: The rate at which banks park their short-term excess liquidity with the RBI. Now let us understand various terminologies for Banks Net Interest Income (NII): This is the spread the bank makes on its lending. It is calculated as Interest Income – Interest Expended Net Interest Margin (NIM): This is the spread the bank makes on its lending. It is the earning which is left after deducting the cost paid to depositors from its yields on Loans. This is denoted in % terms. The formula is Yield on Loans – Cost of funds Capital Adequacy Ratio (CAR): The capital adequacy ratio (CAR) is a measure of a bank's available capital expressed as a percentage of a bank's risk-weighted credit exposures. Essentially, it is the Capital that is available to lend. Tier I Capital – In simple words this capital is freely available with the bank to lend out. Tier II Capital- This is the capital tied up somewhere and is less freely available to lend. In case of an adverse event, the bank can use this capital to lend. Under Basel III norms, a bank’s tier 1+tier 2 capital must be a minimum of 8% of its risk-weighted holdings. The minimum capital adequacy ratio, also including the capital conservation buffer, is 10.5%. Current Account Saving Account (CASA)- There is no interest paid on the Current Account and a small interest rate is paid on a savings account. The combination of both is called CASA which shows the liabilities of the bank on which it pays relatively less interest. Deposits: Bank deposits are a savings product that customers can use to hold an amount of money at a bank for a specified length of time. In return, the financial institution will pay the customer the relevant amount of interest, based on how much they choose to deposit and for how long. Now let us come to NPA. Gross NPA (GNPA): It is the total loans on which no payment has been paid for 90 days or more. GNPA % is usually shown in each Bank’s quarterly results. The percentage is basically the GNPA amount as a % of the total advances. Slippages: Slippages denote the fresh amount of loans that have turned bad in a year. The slippage ratio of a bank is calculated as Fresh accretion of NPAs during the year /Total standard assets at the beginning of the year multiplied by 100. Provisioning Coverage Ratio (PCR): This is the ratio of provisioning to GNPA and indicates the extent of funds a bank has kept aside to cover loan losses. For Instance, a company has GNPAs of Rs 100 and they have set aside 50 Rs, then the PCR is 50%. Net NPA (NNPA): The total figure left after deducting provisions made for bad loans from GNPA. (GNPA – Provisions+upgrades/writeoffs = NNPA) Special Mention Account (SMA) SMA-0 is a category in which stress with respect to the principal and interest has remained overdue for a period of 0 to 30 days. SMA-1 is a category in which stress with respect to the principal and interest has remained overdue for a period of 30-60 days. SMA-2 is a category in which stress with respect to the principal and interest has remained overdue for a period of 60-90 days

..... . VALI disclosures . .....

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Wednesday, July 29, 2026

29/07/26, Let's catch up on the latest news from the stock market. From significant investments to major deals, quarterly earnings, order wins, and appointments, here's a quick look at which stocks will be in focus in today's trade:

No comments:

Today's

29/07/26, Johnson & Johnson

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