🗣️ RUPIE SPEAK
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📍 MARKET INSIGHTS · JULY 15, 2026
● Jindal Saw profit plunges 75 pc in Q1, EBITDA falls 41 pc
Jindal Saw Q1 PAT down 75% YoY to ₹104 Cr. Revenue up 9% to ₹4,452 Cr. EBITDA down 41% to ₹396 Cr. Margin contracted to 8.9% from 16.4%.
🗣️ RUPIE SPEAK Sharp margin pressure due to input costs. Revenue growth positive but profitability hit hard. Watch for cost control measures.
● FIIs stood as net sellers in equities as per July 14 data: NSDL
FIIs net sellers in equities ₹2,521 Cr and debt ₹476 Cr on July 14. Gross selling ₹14,075 Cr vs buying ₹11,554 Cr.
🗣️ RUPIE SPEAK FIIs turned sellers after recent buying streak. Geopolitical tensions and oil spike are weighing on sentiment.
● Indian equity markets open higher on positive global cues
Sensex opened +100 pts, Nifty +34 pts. Financial and banking stocks led gains. IT stocks under pressure. Brent crude above $85.
🗣️ RUPIE SPEAK Positive global cues supported opening. Nifty range-bound between 23,900-24,250. Breakout above 24,300 needed for further upside.
● IBM shares plunge 23 pc in pre-market, wiping out $55 billion in market value
IBM Q2 revenue $17.2B (+1% YoY). Infrastructure revenue down 7%. CEO admits AI infrastructure spending hit harder than expected. Stock down 25%.
🗣️ RUPIE SPEAK Global IT spending shift to AI infrastructure. Indian IT ADRs also fell. Near-term weakness in IT sector.
● Capacit'e Infraprojects soars on bagging work order worth Rs 482 crore
Capacit'e received ₹482 Cr order from Twenty-Five Downtown Realty for high-rise construction at Mahalaxmi, Mumbai.
🗣️ RUPIE SPEAK Large real estate construction order. Mumbai high-rise segment is premium. Adds strong revenue visibility.
● Recode Studios surges on inking pact to acquire up to 51% stake in Aflairza Professionals
Recode to acquire up to 51% stake in Aflairza (premium beauty brand) for ₹8.32 Cr. Two-phase acquisition.
🗣️ RUPIE SPEAK Entering premium beauty and personal care segment. Consumer brands are a growing sector.
● Kusumgar makes stellar IPO debut with 37% premium on the BSE
Kusumgar listed at ₹574 (37% premium to IPO price ₹419). IPO subscribed 135.8x. Currently at ₹597.50.
🗣️ RUPIE SPEAK Strong listing in engineered fabrics sector. High subscription reflects investor interest. Watch for listing gains sustainability.
● Maruti Suzuki India rides high on commencing bookings for new 2026 Brezza
Maruti started bookings for new Brezza compact SUV. Booking amount ₹11,000.
🗣️ RUPIE SPEAK New model launch is a positive trigger. SUV segment demand is strong. Good for auto sector sentiment.
● PDS rises on entering into strategic partnership with Busana Apparel Group
PDS partnered with Busana Apparel (Indonesia) for global apparel manufacturing. Complementary strengths in sourcing and manufacturing.
🗣️ RUPIE SPEAK Global sourcing and manufacturing partnership. Diversified footprint reduces supply chain risks. Good for long-term growth.
● Lemon Tree Hotels inches up on signing news hotel in Assam
Lemon Tree signed hotel in Jorhat, Assam – 70 rooms. Expands footprint to 7 properties in Assam.
🗣️ RUPIE SPEAK Assam tourism and business travel is growing. Hotel expansion in Tier-2 cities is positive.
● KEC International surges on securing orders worth Rs 1,180 crore
KEC secured ₹1,180 Cr orders across T&D, renewables, civil, and cables businesses. Strong order inflow.
🗣️ RUPIE SPEAK Diversified order book across sectors. T&D and renewables are growth segments. Good for revenue visibility.
● IBM CEO admits AI infrastructure spending hit harder than expected, shares plunge 25 pc
IBM CEO Arvind Krishna: "We faltered. Did not adapt quickly enough." Revenue $17.2B, infrastructure down 7%. Shares plunged 25%.
🗣️ RUPIE SPEAK Global tech spending shift to AI is real. Traditional IT services face headwinds. Short-term pain for IT sector.
● Kirloskar Brothers moves up as its arm wins order worth Rs 149.59 crore
SPP Pumps (UK subsidiary) secured £11.7M (~₹149.59 Cr) order from Saipem for vertical pumps. 52-60 week execution.
🗣️ RUPIE SPEAK International order from a reputed client. Pumps and valves sector is growing. Oil & gas infrastructure demand.
● Sattrix Information Security surges on securing order worth Rs 1.74 crore
Sattrix received ₹1.74 Cr order from a multinational cybersecurity company for Tenable Security Center services. 120-day contract.
🗣️ RUPIE SPEAK Cybersecurity services demand is growing. International client order adds credibility. Good for revenue visibility.
● Sun Pharma rises on getting nod to manufacture, market generic semaglutide in South Africa
Sun Pharma received SAHPRA approval for generic semaglutide injection in South Africa. Launch in coming days.
🗣️ RUPIE SPEAK Semaglutide is a high-value diabetes drug. South Africa approval expands market reach. Good for export revenue.
● HBL Engineering jumps on bagging order worth Rs 24 crore
HBL received ₹24 Cr order from ICF Chennai for On-board KAVACH loco equipment. Execution by March 31, 2028.
🗣️ RUPIE SPEAK Railway safety equipment order. KAVACH is a government priority. Good for long-term order book.
● Anupam Rasayan gains on signing LoI with Basquevolt, S.A
Anupam signed LoI with Basquevolt (Spain) for potential supply of specialty chemical for 10 years. Potential revenue $300M.
🗣️ RUPIE SPEAK Long-term supply agreement potential. Solid-state lithium battery market is growing. Good for specialty chemicals business.
● Innovision trades higher on securing LoA worth Rs 205.20 crore
Innovision received ₹205.20 Cr LoA from NHAI for toll collection at Kishangarh, Rajasthan. 1-year engagement.
🗣️ RUPIE SPEAK Large NHAI toll collection order. Government infrastructure projects provide steady annuity income.
● L&T Technology Services zooms as its consolidated net profit surges 13% in Q1
LTTS Q1 PAT ₹332.90 Cr (+8.15% YoY). Total income up 10.30% to ₹2,496 Cr. Stock gained 6.8%.
🗣️ RUPIE SPEAK Steady earnings growth in engineering services. Strong Q1 results. Good for IT sector sentiment.
● Patanjali Foods shares plunge 20 pc, hit over six-year low
Patanjali Foods fell 20% to ₹328, 52-week low. Company clarified no material event. Stock down 37% YTD.
🗣️ RUPIE SPEAK Sharp fall without any material news. FMCG sector facing headwinds. Watch for any regulatory or business developments.
● Snowman Logistics surges on planning to establish temperature-controlled warehouse facility in Hyderabad
Snowman to establish 10,000-pallet warehouse in Hyderabad under BTS model. Operational by Q2 next year.
🗣️ RUPIE SPEAK Cold chain infrastructure is growing. Hyderabad is a key logistics hub. Good for expanding capacity.
● Jindal Saw falls on reporting 75% decline in Q1 consolidated net profit
Jindal Saw standalone PAT down 69.8% YoY to ₹109.77 Cr. Total income up 12.89% to ₹3,755 Cr. Stock down 1.7%.
🗣️ RUPIE SPEAK Weak results already priced in. Revenue growth positive but margin pressure remains. Watch for future quarters.
● AJC Jewel Manufacturers touches the roof on the BSE
AJC Jewel's subsidiary opened third showroom in Malappuram, Kerala for silver jewellery retail.
🗣️ RUPIE SPEAK Jewellery retail expansion in Kerala. Silver jewellery segment is growing. Good for retail footprint.
● IEX shines as its associate company files DRHP with SEBI to raise funds via IPO
IGX (IEX associate) filed DRHP for IPO. Offer for sale of 16.71M shares by IEX.
🗣️ RUPIE SPEAK IGX IPO will unlock value for IEX. Gas exchange is a growing segment. Positive for IEX shareholders.
● Admach Systems touches the roof on bagging purchase order worth Rs 2.96 crore
Admach received ₹2.96 Cr order for non-destructive testing machines. Delivery in Mexico and China. Order book now ₹83.77 Cr.
🗣️ RUPIE SPEAK Export order for testing equipment. International expansion is positive. Order book growth is encouraging.
● Sensex, Nifty end higher in volatile trade led by banking, financial stocks
Sensex up 130 pts (+0.17%) to 77,185.43. Nifty up 26 pts (+0.11%) to 24,074.85. PSU Bank index top gainer. Metal, IT under pressure.
🗣️ RUPIE SPEAK Banking stocks supported the market. Nifty support at 24,000. Resistance at 24,250-24,300. Geopolitical risks remain.
● Oriental Hotels Q1 net profit declines 20 pc to Rs 5.3 crore
Oriental Hotels Q1 PAT down 20% YoY to ₹5.3 Cr. Revenue up 3% to ₹111 Cr. EBITDA ₹26.6 Cr. Stock down 2.14%.
🗣️ RUPIE SPEAK Hospitality sector facing margin pressure. Revenue growth positive but profitability weak. Watch for demand recovery.
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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.