🗣️ RUPIE SPEAK
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📍 MARKET INSIGHTS · JULY 17, 2026
Wipro Q1 profit falls 4.3 pc, forecasts flat to weak Q2 IT services revenue
Wipro Q1 PAT down 4.7% QoQ to ₹3,352 Cr. Revenue up 1% QoQ to ₹24,480 Cr. IT services margin at 16%. Forecasts -1.5% to +0.5% Q2 revenue growth.
🗣️ RUPIE SPEAK Weak guidance reflects cautious IT spending. Margins under pressure. Dividend of ₹2 declared. Near-term headwinds persist.
Newgen Software's profit plunges 41 pc in Q1
Newgen Q1 PAT down 40.9% QoQ to ₹62.8 Cr. Revenue down 21.2% to ₹357 Cr. SaaS revenue grew 40% YoY. Added 10 new clients.
🗣️ RUPIE SPEAK SaaS growth is strong but overall revenue declined. EBITDA margins expanded YoY. Recovery expected in coming quarters.
FIIs stood as net sellers in equities as per July 16 data: NSDL
FIIs net sellers in equities ₹482 Cr on July 16. Gross buying ₹13,778 Cr vs selling ₹14,260 Cr. Net buyers in debt ₹199 Cr.
🗣️ RUPIE SPEAK FII selling continues but at a slower pace. Debt inflows remain positive. Watch for reversal in equity flows.
Hero MotoCorp inches up on entering into Germany through distribution partnership with KSR Group
Hero entered Germany via KSR Group partnership. XPulse 200 4V series launched. Germany is Hero's 5th European market, 53rd global market.
🗣️ RUPIE SPEAK International expansion into premium European market. Five-year warranty offered. Good for brand visibility and exports.
BHEL shines on reporting consolidated net profit of Rs 376.71 crore in Q1FY27
BHEL Q1 PAT ₹376.71 Cr vs loss of ₹455.50 Cr YoY. Revenue up 39.8% to ₹7,912 Cr. Turnaround story continues.
🗣️ RUPIE SPEAK Strong turnaround with profit after years of losses. Power sector capex is driving growth. Momentum likely to continue.
Gaudium IVF touches roof on unveiling AI Powered Signature Labs in South Delhi
Gaudium IVF launched AI-powered Signature Lab in South Delhi. First of 19-centre expansion. Uses AI for sperm assessment and embryo evaluation.
🗣️ RUPIE SPEAK AI in healthcare is a growth theme. Fertility services are in high demand. Expansion plans support long-term growth.
Tech Mahindra soars on reporting 28% rise in Q1 consolidated net profit
Tech Mahindra Q1 PAT ₹1,465 Cr (+28.5% YoY). Revenue up 15% to ₹15,606 Cr. Strong performance across segments.
🗣️ RUPIE SPEAK Strong earnings growth with healthy revenue. Operating margins improving. IT sector leader with good execution.
Jio Financial Services zooms on reporting over two-fold jump in Q1 consolidated net profit
Jio Financial Q1 PAT ₹830.25 Cr (+155% YoY). Revenue up 223% to ₹2,004 Cr. Strong growth across financial services.
🗣️ RUPIE SPEAK Exceptional earnings growth. Fintech and lending businesses scaling fast. Backed by Reliance ecosystem. Long-term growth story.
CEAT shares tumble over 9 pc after Q1 profit slumps 96 pc
CEAT Q1 PAT down 96% YoY to ₹4 Cr. Revenue up 22.4% to ₹4,318 Cr. Margin contracted to 8.5% due to higher raw material costs.
🗣️ RUPIE SPEAK West Asia conflict hit raw material costs. Margins severely impacted. Recovery depends on crude and rubber prices.
HCL Technologies surges on signing agreement with Guardian
HCLTech signed 7-year agreement with Guardian Life Insurance. Will acquire Guardian India GCC. AI-led modernization and operations.
🗣️ RUPIE SPEAK Large multi-year deal with US insurance giant. GCC acquisition adds talent. AI-led transformation is a growth driver.
Angel One's PAT surges 102% as revenue grows 26% in Q1 FY27
Angel One Q1 PAT ₹270.7 Cr (+102% YoY). Revenue up 26.2% to ₹1,413 Cr. Wealth AUM up 165%, credit distribution up 130%.
🗣️ RUPIE SPEAK Strong fintech growth across broking, wealth, and credit. 38.6M users. India's financialization story is driving growth.
GRE Renew Enertech touches roof on bagging orders worth Rs 24 crore
GRE secured ₹24 Cr EPC orders for solar power plants. Order book now ₹248 Cr. Renewable energy demand is strong.
🗣️ RUPIE SPEAK Solar EPC orders keep flowing. Renewable energy is a long-term growth theme. Strong order book visibility.
LTM rises on partnering with Glean to accelerate Enterprise AI Adoption
LTM partnered with Glean for enterprise AI adoption. Combines BlueVerse AI with Glean's enterprise knowledge graph for productivity.
🗣️ RUPIE SPEAK AI adoption in enterprises is accelerating. Glean's platform + LTM's domain expertise. Good for long-term revenue.
Siyaram Recycling Industries gains on bagging Rs 4.14 crore order for brass billets
Siyaram received ₹4.14 Cr order from Green Metals FZCO for brass billets. 7-day execution.
🗣️ RUPIE SPEAK Quick execution order in recycling space. Steady business from metal recycling. Export order adds credibility.
IHCL moves up as its Qmin partners with M2M Ferries and Villa Nueve
IHCL's Qmin partnered with M2M Ferries as exclusive onboard catering partner for RoPax vessels.
🗣️ RUPIE SPEAK New revenue stream in onboard catering. Qmin brand expansion beyond hotels. Good for ancillary revenue.
Time Technoplast surges on bagging GeM contract worth Rs 38.14 crore
Time Technoplast secured ₹38.14 Cr GeM contract from HPCL for 1,40,000 composite LPG cylinders. 6-month execution.
🗣️ RUPIE SPEAK Composite cylinders are gaining adoption. HPCL contract is a repeat order. Leadership position in composite cylinders.
Hexaware Technologies inches up on partnering with Factory
Hexaware partnered with Factory for agent-native software development. Droid platform used for engineering modernization.
🗣️ RUPIE SPEAK AI-native software development is a growing field. Partnership with Factory adds capabilities. Good for IT services portfolio.
Smallcaps, microcaps lead market rally in June with gains up to 6.35 pc
Motilal Oswal report: Nifty Microcap 250 +6.35%, Smallcap 250 +4.29% in June. Midcap +0.90%. FII inflows ₹4,669 Cr.
🗣️ RUPIE SPEAK Broader markets outperforming. Small and microcaps are leading. Investor interest in quality smallcaps is rising.
PNC Infratech rises on inking pacts with NHAI for two Hybrid Annuity Mode projects in Uttar Pradesh
PNC signed concession agreements for 2 HAM projects worth ₹3,483 Cr in UP. 24-month construction, 15-year operation.
🗣️ RUPIE SPEAK Large infrastructure orders. HAM model provides annuity income. Strong execution capabilities.
Indobell Insulations zooms on securing various orders from Sundaram Brake Linings
Indobell secured ₹16.32 Cr orders from Sundaram Brake Linings for Nodulated Wool and Ceramic Fibre Nodules. Execution by March 2028.
🗣️ RUPIE SPEAK Long-term orders from a reputed auto ancillary client. Insulation products are a niche segment. Good revenue visibility.
NSE gets rare 'sell' rating ahead of planned IPO
Dolat Capital gave 'sell' rating on NSE with target ₹1,550 vs unlisted price ~₹2,085. Regulatory changes in derivatives could weigh on growth.
🗣️ RUPIE SPEAK Rare sell call on unlisted NSE. Regulatory headwinds in derivatives are a concern. IPO may be delayed further.
Federal Bank Q1 Profit Jumps 36.57% to Rs 1,177 Cr; Net NPA at Decadal Low
Federal Bank Q1 PAT ₹1,177 Cr (+36.57% YoY). NIM expanded 39 bps to 3.33%. Net NPA at 0.18% (decadal low). CASA up 18.3%.
🗣️ RUPIE SPEAK Strong quarterly performance. Asset quality at historic best. Profit growth driven by core banking. Quality private bank.
SpaceX shares slip below IPO price after Starship launch abort
SpaceX shares fell below IPO price ($135) after Starship launch abort. Stock closed at $131.11. Fifth consecutive losing session.
🗣️ RUPIE SPEAK Launch failure impacted investor sentiment. SpaceX still has strong long-term prospects. Short-term volatility expected.
NBCC (India) moves up on securing orders worth Rs 85.64 crore
NBCC secured ₹85.64 Cr orders from NALCO, IDPL, Power Finance, and ASI. Diverse government and PSU projects.
🗣️ RUPIE SPEAK Steady PSU and government orders. PMC services are high-margin. Diversified order book provides stability.
360 One Wam surges on reporting 16% rise in Q1 consolidated net profit
360 One Wam Q1 PAT ₹330.53 Cr (+16.11% YoY). Revenue up 29.9% to ₹1,273 Cr. Wealth management business growing.
🗣️ RUPIE SPEAK Wealth management is a growth sector. Strong AUM growth. India's affluent class is expanding.
Waaree Energies rises as its arm commences BESS Container manufacturing facility
Waaree's subsidiary started BESS container facility with 5.15 GWh capacity. First milestone in 20 GWh roadmap.
🗣️ RUPIE SPEAK Energy storage is the future. Waaree is expanding into BESS manufacturing. Long-term growth in renewable energy.
Jindal Stainless inches up on suppling stainless steel for India's first hydrogen-powered train
Jindal Stainless supplied ~40% of stainless steel for India's first hydrogen-powered train. Premium austenitic grade used.
🗣️ RUPIE SPEAK Green mobility initiative. Stainless steel is key for modern railways. Hydrogen train is a future growth area.
Central Bank of India clocks 13 pc jump in Q1 profit to Rs 1,324 crore
Central Bank Q1 PAT ₹1,324 Cr (+13.3% YoY). NII up 16% to ₹3,914 Cr. GNPA improved to 2.60%, NNPA at 0.49%.
🗣️ RUPIE SPEAK PSU bank showing steady improvement. Asset quality is strong. NII growth is healthy. Good quarterly performance.
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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.