🗣️ RUPIE SPEAK
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📍 MARKET INSIGHTS · JULY 2, 2026
Ashiana Housing's Q1 booking area falls 39 pc, booking value slips 17 pc
Ashiana Housing booked 3.61 lakh sq ft (down 39% YoY) worth ₹357.80 Cr (down 17% YoY). However, acquired 28.55 acres in Pune for senior living project with ₹1,800 Cr sales potential.
🗣️ RUPIE SPEAK Short-term booking decline is a concern, but land acquisition for senior living is a long-term growth driver. Watch for execution.
20 pc EV share by 2030 can save import bill worth Rs 1 lakh crore
SBI Research report: EV registrations surged to 2.3 lakh/month in March-June 2026 vs 1.3 lakh in 2025. 20% EV share by 2030 could save ₹1 lakh crore in imports.
🗣️ RUPIE SPEAK EV adoption is accelerating. Charging infrastructure is the key. Companies in EV ecosystem will benefit long-term.
Goodyear India zooms on introducing new Ultra Grip tractor tire
Goodyear launched Ultra Grip tractor tire for farm business. Currently available in 14.9-28 size, with additional sizes planned. Dealer network across key agricultural markets.
🗣️ RUPIE SPEAK Agricultural tire market is growing. New product launch will strengthen Goodyear's presence in the farm segment.
Tamilnad Mercantile Bank soars on registering 27% rise in total advances in Q1FY27
TMB's total advances up 27% YoY to ₹57,306 Cr. Deposits grew 19.7% to ₹64,409 Cr. Total business ₹1.21 lakh Cr (+23%). CASA at ₹16,852 Cr.
🗣️ RUPIE SPEAK Strong advances growth and healthy CASA. Regional bank with good asset quality. Positive quarterly update.
Coal India moves up on bagging LoA worth Rs 2831.11 crore
Coal India received ₹2,831 Cr LoA from Bundelkhand Saur Urja for 600 MW solar plant in UP at ₹2.73/kWh. Execution within 18 months.
🗣️ RUPIE SPEAK Diversifying into renewable energy. Large solar order adds green energy revenue. Long-term positive for diversification.
Tata Motors surges on registering 35% jump in total sales in June 2026
Tata Motors sold 40,805 units (+35% YoY). Domestic CV sales +31%, exports +83%. HCV +31%, ILMCV +27%, SCV Cargo +37%.
🗣️ RUPIE SPEAK Strong CV sales growth across segments. Exports nearly doubled. Demand recovery in commercial vehicles is robust.
Exato Technologies inches up on bagging export order for provision of software licenses
Exato received $4,79,375 export order for software licenses from a global entity. Delivery by December 31, 2027.
🗣️ RUPIE SPEAK Export order in software licensing. Global demand for IT solutions is steady. Adds to revenue visibility.
Tech Mahindra shines as its arm inks pact to acquire Alyis Servicos Tecnicos
Tech Mahindra's Brazil subsidiary signed pact to acquire Alyis Servicos Tecnicos for ~₹2.21 Cr. Strengthens LATAM operations and support for Orange Business.
🗣️ RUPIE SPEAK Small but strategic acquisition in Brazil. Strengthens global delivery capabilities. LATAM is a growing market.
GK Energy gains on bagging order worth Rs 48.02 crore
GK Energy secured ₹48.02 Cr order for 10 MW rooftop solar projects at 1,150 locations. Execution within 90 days.
🗣️ RUPIE SPEAK Rooftop solar is a growing segment. Quick execution adds revenue. Solar EPC demand is strong.
Sai Parenterals hits 52 week high as its arm renews OTC medicines supply agreement with Australian pharmacy network
Sai's Australian subsidiary renewed OTC supply agreement with a leading pharmacy chain. Value ~₹1,300 Cr over 7.5 years. 12 new products added annually.
🗣️ RUPIE SPEAK Long-term recurring revenue from Australia. 7.5-year contract provides strong visibility. Pharmacy chain renewal shows trust.
NMDC jumps on reporting 44% rise in iron ore production in June 2026
NMDC produced 5.15 MT iron ore (+44% YoY). Sales up 11% to 3.98 MT. Chhattisgarh mines produced 3.58 MT, Karnataka 1.57 MT.
🗣️ RUPIE SPEAK Production ramp-up is impressive. Strong demand from steel sector. NMDC is a key beneficiary of infra growth.
L&T Finance gains on raising Rs 380 crore through NCDs
L&T Finance raised ₹380 Cr via NCDs at 8.20% coupon for 3653 days. Funds for business growth.
🗣️ RUPIE SPEAK Long-term funds at competitive rates. L&T Finance is a quality NBFC. Strong parentage and credit rating.
CSM Technologies makes flat debut on the BSE
CSM Technologies listed flat at ₹113 (IPO price). Currently down 5% at ₹107.35. IPO subscribed 1.18x. Listed at upper end of price band.
🗣️ RUPIE SPEAK Flat listing despite being at upper band. IT services SME IPO sentiment is muted. Watch for stability.
Medi Assist Healthcare Services surges on acquiring additional 31.75% stake in Mayfair
Medi Assist acquired additional 31.75% stake in Mayfair (UK) for ₹7.56 Cr. Total holding now 91.75%. Strengthens international presence.
🗣️ RUPIE SPEAK Consolidating UK subsidiary. Cross-border health administration is a growing segment. Higher control improves operational efficiency.
Adani Ports gains on reporting 13% growth in cargo volume in June 2026
Adani Ports handled 46.8 MMT cargo (+13% YoY). Containers +18%, liquids +11%. Q1FY27 cargo 138.1 MMT (+15%).
🗣️ RUPIE SPEAK Strong port volumes across segments. Container and liquid cargo growth is healthy. India's trade and logistics demand is growing.
POCL Enterprises zooms on getting nod to acquire 51% stake in Trichy Metals and Alloys
POCL received approval to acquire 51% stake in Trichy Metals and Alloys for ₹12.47 Cr. Strengthens lead recycling business.
🗣️ RUPIE SPEAK Expanding in lead recycling space. Strategic acquisition to boost market share. Synergies with existing business.
TVS Motor accelerates on launching 'The All New Callisto 110' scooter in Jakarta
TVS launched All New Callisto 110 scooter in Jakarta, Indonesia. Priced at 20.9M Indonesian Rupiah. Special launch price of 19.9M for first 150 buyers.
🗣️ RUPIE SPEAK International expansion in Indonesia. Scooter market is growing. New product launch strengthens global footprint.
Indian Hotels Company inches up on partnering with Starhotels' loyalty programme
IHCL partnered with Starhotels' loyalty programme I AM STAR. Taj InnerCircle members get access to Starhotels properties and vice versa.
🗣️ RUPIE SPEAK Strategic loyalty partnership expands global reach. Cross-promotion benefits both groups. Good for brand visibility.
Tata Technologies shines on expanding partnership with Tenneco
Tata Tech expanded partnership with Tenneco. Tenneco to invest $100M+ over 5 years. Supports engineering and business transformation.
🗣️ RUPIE SPEAK Long-term strategic engagement with $100M investment. Engineering services demand is strong. Good for revenue visibility.
Eicher Motors moves up as its motorcycle division reports 27% growth in June sales
Royal Enfield sold 1,14,032 units (+27% YoY). Up to 350 cc models grew 36%, but >350 cc models fell 23%. International sales down 12%.
🗣️ RUPIE SPEAK Strong domestic demand for entry-level models. Premium segment sales declined. Exports are a concern.
Force Motors shines on reporting 24% rise in total sales during June
Force Motors sold 3,568 units (+23.5% YoY). Domestic sales +26.6%, but exports fell 76% to 21 units.
🗣️ RUPIE SPEAK Strong domestic demand for SCV, LCV, and UV segments. Export weakness is a concern. Watch for recovery.
Arrow Greentech inches up after getting patent for Graphene Based Security Thread
Arrow Greentech granted patent for 'Graphene Based Security Thread' for 20 years from June 20, 2020. Valid for India.
🗣️ RUPIE SPEAK Graphene technology is innovative. Security thread has applications in currency and documents. Patent protection is a long-term positive.
RattanIndia Enterprises soars as its Revolt Motors launches electric bike 'RVX'
Revolt Motors launched RVX electric bike at ₹1.24 lakh ex-showroom. In Delhi, effective price ₹94,990 after EV policy incentives. Available through 200+ dealerships.
🗣️ RUPIE SPEAK EV adoption is accelerating. Affordable pricing and Delhi policy support are positives. Revolt is expanding its EV portfolio.
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Stock market investments are subject to market risks. The content is for informational and educational purposes only and does not constitute investment advice or recommendation. The views expressed are of the author and not of the website/platform. Please consult your SEBI-registered investment adviser before making any financial decision. Securities quoted are exemplary and not recommendatory. Past performance does not guarantee future results.