🗣️ RUPIE SPEAK
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📍 MARKET INSIGHTS · JULY 3, 2026
FIIs stood as net buyers in equities as per July 02 data: NSDL
FIIs net buyers in equities ₹140.22 Cr and debt ₹2,474.86 Cr on July 2. Gross buying ₹13,706 Cr vs selling ₹13,566 Cr.
🗣️ RUPIE SPEAK FIIs turning net buyers is a positive sign. Debt inflows are strong. Trend reversal likely if sustained.
Stock picks for Q2FY27: Pricol Ltd
Monarch Networth Capital: Pricol is leader in 2W clusters (40% market share). ₹4.5bn capex for P3L plastic components. Demerger to unlock value. BUY, TP ₹724.
🗣️ RUPIE SPEAK Strong market leadership and diversification into PV segments. Large capex for growth. Demerger is a key value unlocker.
Stock picks for Q2FY27: Redington Ltd
Monarch Networth Capital: Leading tech distributor with strong OEM partnerships. Asset-light model. Cloud and software focus improving margins. BUY, TP ₹340.
🗣️ RUPIE SPEAK IT distribution is a steady business. Cloud and AI infrastructure spending is rising. Valuation attractive at 12x FY28 PE.
Stock picks for Q2FY27: Sundram Fasteners
Monarch Networth Capital: Leader in auto fasteners (40% market share). EV exports, wind energy, and aerospace orders are growth drivers. BUY, TP ₹1060.
🗣️ RUPIE SPEAK Auto and non-auto demand is strong. ₹40bn EV order is a major trigger. Margins expected to improve with price hikes.
Stock picks for Q2FY27: Travel Foods Services
Monarch Networth Capital: India's largest airport F&B and lounge player. 30% market share in travel QSR, 45% in lounges. Expanding to new airports. BUY, TP ₹1680.
🗣️ RUPIE SPEAK Airport passenger traffic is growing. Long-term concession agreements provide revenue visibility. 40% upside from current levels.
Stock picks for Q2FY27: Viyash Scientific
Monarch Networth Capital: Animal and human healthcare company. Strong R&D, backward integration. Acquisition of Bio For Life adds European coverage. BUY, TP ₹330.
🗣️ RUPIE SPEAK Animal healthcare is a growing segment. CDMO business expansion. Valuations attractive at 12.5x FY28 EV/EBITDA.
BPCL acquires Videocon stake in Brazilian oil & gas JV
BPCL acquired 100% stake in IBV Brasil from Videocon. Adds ~1 Mtoe annual equity production once BM-SEAL-11 block starts output.
🗣️ RUPIE SPEAK Strategic upstream acquisition. Diversifying oil & gas sources. Long-term energy security play.
Bluspring Enterprises hits 52-week high as its arm secures order worth Rs 1,437.17 crore
Bluspring's subsidiary secured 5-year O&M order from Vedanta Aluminium for 1,215 MW captive power plant. Value ₹1,437 Cr.
🗣️ RUPIE SPEAK Long-term O&M contract provides annuity income. 5-year visibility. Good for stable revenue.
HCL Technologies rallies on signing strategic partnership with Europe-headquartered Fortune Global 50 firm
HCL signed $1.14Bn AI-driven digital workplace and enterprise network deal with a Fortune Global 50 firm. Initial term 5.5 years, extendable.
🗣️ RUPIE SPEAK Mega deal with marquee client. AI-driven operating model is the future. Significant revenue visibility.
Angel One gains on reporting 19% growth in client base during June
Angel One client base grew 18.8% YoY to 38.59 million. ADTO up 51.3% to ₹52.94L Cr. F&O ADTO at ₹50.08L Cr.
🗣️ RUPIE SPEAK Strong client addition and trading volumes. Discount broking is growing. F&O volumes are a key revenue driver.
Marathon Nextgen Realty surges as its arm secures Rs 450 crore redevelopment project in Mumbai
Marathon's subsidiary signed redevelopment agreement for 1.5-acre society at Versova, Mumbai. GDV ~₹450 Cr.
🗣️ RUPIE SPEAK Mumbai redevelopment is a high-margin business. Versova is a premium micro-market. Long-term value creator.
BLS International Services rises as its arm acquires Atyati Technologies
BLS E-Services acquired Atyati Technologies for ₹156.82 Cr. AI-powered banking tech and BC services for last-mile connectivity.
🗣️ RUPIE SPEAK Financial inclusion is a growth theme. AI-powered banking tech is a scalable business. Strengthens BC network.
RailTel Corporation inches up on receiving order worth Rs 16.20 crore
RailTel received ₹16.20 Cr order from Haryana State Electronics for O&M of Haryana SWAN. Execution by Dec 2027.
🗣️ RUPIE SPEAK Government network O&M orders are steady. RailTel is a key player in government IT infrastructure.
Artefact Projects shines on bagging LoA worth Rs 3.16 crore from NHAI
Artefact received ₹3.16 Cr NHAI order for consultancy services for O&M of NH 544H in Tamil Nadu. 36-month contract.
🗣️ RUPIE SPEAK Small consultancy order. NHAI projects are steady. Adds to revenue visibility.
Bikaji Foods International gains on completing acquisition of 74% stake in JBDSPL
Bikaji acquired 74% stake in Jai Barbareek Dev Snacks for ₹1.48 lakh. Expands presence in Chhattisgarh.
🗣️ RUPIE SPEAK Small but strategic acquisition for geographic expansion. Chhattisgarh is a growing market for snacks.
Texmaco Rail & Engineering inches up on getting LoA worth Rs 26.56 crore
Texmaco received ₹26.56 Cr LoA from South Central Railway for signalling and Kavach works. 12-month execution.
🗣️ RUPIE SPEAK Railway safety and Kavach projects are growing. Adds to order book. Rail infra spending is strong.
SBC Exports moves up on extending contract with MPMMCC
SBC Exports received 6-month contract extension from MPMMCC for manpower services. Value ₹32 Cr.
🗣️ RUPIE SPEAK Healthcare manpower services are stable. Extension indicates client satisfaction.
Brooks Laboratories rises on incorporating wholly owned subsidiary
Brooks incorporated WOS 'Abridge Speciality' for business expansion.
🗣️ RUPIE SPEAK Strategic diversification. Pharma sector is growing. New subsidiary may add new revenue streams.
Krystal Integrated Services moves higher on receiving order worth Rs 27.64 crore
Krystal received ₹27.64 Cr order from BC Welfare Department, Andhra Pradesh for cleaning services at 563 hostels. 2-year contract.
🗣️ RUPIE SPEAK Government contract for cleaning services. Long-term contract provides revenue stability.
Power equipment stocks plunge on the buzz of India allowing govt bids to 4 Chinese firms
GE Vernova T&D India down 9.9%, Hitachi Energy down 9.16%, Transformers & Rectifiers down 4.78% on reports India allowed 4 Chinese firms to bid on government projects.
🗣️ RUPIE SPEAK Negative sentiment on power equipment stocks. Chinese competition is a near-term concern. Watch for policy clarity.
Deepak Builders touches roof on getting LoA worth Rs 548.70 crore
Deepak Builders received ₹548.70 Cr LoA from HSIIDC for Shri Krishna Ayush University project in Kurukshetra. 36-month execution.
🗣️ RUPIE SPEAK Large infrastructure EPC order. Government education infrastructure is a growth segment. Strong revenue visibility.
Hi-Tech Pipes gains on reporting 26% growth in Q1FY27 sales volume
Hi-Tech Pipes sales volume up 26% YoY to 1,56,136 MT in Q1FY27. Growth driven by infrastructure and construction demand.
🗣️ RUPIE SPEAK Strong volume growth in pipes segment. Infrastructure spending is driving demand. Good quarterly update.
Central Bank of India rises on posting 29% growth in gross advances in Q1FY27
Central Bank advances up 28.8% YoY to ₹3,54,895 Cr. Deposits up 11.7% to ₹4,78,895 Cr. CASA ratio at 46.61%.
🗣️ RUPIE SPEAK Strong advances growth indicates healthy credit demand. PSU bank with good CASA ratio. Positive quarterly update.
Shivalik Bimetal Controls climbs as its arm gets consent to operate new facility
Shivalik's subsidiary received consent to operate new facility at Waknaghat, Himachal Pradesh. Phased relocation underway.
🗣️ RUPIE SPEAK Capacity expansion is positive. New facility will support future growth. Good for long-term scalability.
Zydus Lifesciences soars on inking pact with Apollo Hospitals to expand access to Shield MCD test in India
Zydus partnered with Apollo Hospitals for Shield Multi-Cancer Detection test. Blood test screens for 10 cancers in individuals 45+. FDA Breakthrough Device designation.
🗣️ RUPIE SPEAK Cancer screening is a high-growth market. Apollo partnership expands reach. Innovative product with FDA designation.
Hindustan Zinc jumps as its mined metal production rises 1% in Q1FY27
HZL mined metal production up 1% to 2.68 lakh tonnes. Saleable metal up 4% to 2.60 lakh tonnes. Refined zinc production up 6%.
🗣️ RUPIE SPEAK Stable production growth. Zinc demand is strong. HZL is a quality metal company.
SEBI proposes INR-based registration fee payment for FPIs, FVCIs to simplify processes
SEBI proposed FPIs and FVCIs pay registration fees in INR instead of USD. Proposed fee revisions – Category-I FPIs: ₹2.3 lakh vs $2,500 currently.
🗣️ RUPIE SPEAK Simplifying FPI registration will attract more foreign investors. INR-based payments reduce currency hassles. Positive for capital flows.
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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.