TLDR
📈 Market Recap: July 29, 2025
On July 29, 2025, Indian equity markets rebounded after a three-day losing streak, supported by value buying in index heavyweights and easing regulatory concerns. The BSE Sensex rose 446.94 points (+0.55%) to close at 81,337.96, while the NSE Nifty 50 gained 139.20 points (+0.56%) to settle at 24,820.10. Broader market indicators remained subdued: the Nifty Midcap 100 ended nearly flat with a 0.02% gain, while the Nifty Smallcap 100 declined 0.41%. Gains were led by large-cap energy, FMCG, and auto stocks, while IT and realty underperformed. Investor sentiment improved marginally as markets found support from positive stock-specific developments and regulatory clarity.
Key Drivers:
Blue-Chip Rebound: Buying in heavyweights like Reliance Industries, HDFC Bank, and Adani Power supported headline indices after recent weakness, signaling selective institutional interest.
NSE Regulatory Breakthrough: News of NSE proposing a ₹13.9 billion settlement to SEBI in the co-location case eased long-standing IPO-related uncertainty and lifted overall sentiment in financials.
Muted Global Headwinds: While global trade deal concerns and FII outflows persisted, the absence of new global triggers allowed for short-term recovery and stabilization in risk assets..
Sectoral Divergence: FMCG and auto stocks posted gains, while IT and realty remained weak due to layoff announcements and subdued earnings outlooks; the India VIX edged down to 12.5, reflecting easing near-term volatility expectations.
Today’s Top Stories:
Adani Power Jumps on Stock Split Proposal: Adani Power shares rose nearly 2 percent after the company announced its board would consider a stock split on August 1, aimed at enhancing liquidity and retail participation..
Amber Group Acquires Unitronics for ₹403 Crore: Amber’s subsidiary ILJIN Electronics acquired a 40.24% stake in Israel’s Unitronics, expanding its global automation footprint and diversifying revenue streams.
NSE Inches Closer to IPO with ₹13.9B SEBI Settlement Offer: The National Stock Exchange submitted a ₹13.88 billion offer to SEBI to settle the co-location case, potentially clearing the path for its long-awaited public listing.
TCS Stock Under Pressure Amid Layoff Concerns: Shares of TCS remain down ~33 percent from their peak despite solid Q1 earnings, as investor sentiment weakens amid reports of significant job cuts and softening global demand.
Jio Financial Rallies Ahead of Fundraising Decision: Jio Financial shares gained 3 percent ahead of its July 30 board meeting to evaluate capital-raising options, supported by strong Q1 earnings and growth momentum.
TOP STORIES
1. Adani Power Jumps on Stock Split Proposal
DALL-E
Result snapshot: Board to consider a stock split on August 1 to improve stock liquidity and make shares more affordable for retail investors.
Investor take: Seen as a strategic move to broaden shareholder base; analysts expect improved trading volume and potential rerating if approved.
Market impact: Stock rose 1.9% to ₹829.70, outperforming peers in the power sector and lifting overall sentiment in Adani Group stocks
Adani Power shares gained 1.9% after announcing a potential stock split to improve liquidity. What’s your view on the move?
2. Amber Group Acquires Unitronics for ₹403 Crore
DALL-E
Result snapshot: Amber’s subsidiary ILJIN Electronics acquired a 40.24% stake in Israeli automation firm Unitronics for ₹403 crore, marking its first global strategic acquisition.
Investor take: The deal broadens Amber’s footprint in industrial automation and diversifies revenue away from domestic consumer electronics dependence.
Market impact: Shares rose 3.5% intraday, reflecting investor confidence in the company’s international growth ambitions and alignment with smart manufacturing trends.
Amber Group surged 3.5% after acquiring a strategic stake in Israel’s Unitronics to enter industrial automation. What’s your view on this global expansion?
3. NSE Inches Closer to IPO with ₹13.9B SEBI Settlement Offer
DALL-E
Result snapshot: The National Stock Exchange submitted a ₹13.88 billion offer to SEBI to settle a long-pending preferential access (co-location) case, aiming to resolve key compliance issues.
Investor take: The move is widely seen as a step toward unlocking its long-delayed IPO and restoring institutional and retail investor confidence.
Market impact: Pre-IPO interest surged, with over 1 lakh retail investors participating in unlisted NSE shares over the last three months, anticipating regulatory clearance.
NSE submitted a ₹13.9B settlement offer to SEBI, potentially clearing the way for its IPO. What’s your position on the regulatory breakthrough?
4. TCS Stock Under Pressure Amid Layoff Concerns
DALL-E
Result snapshot: Result snapshot: Despite reporting strong Q1 FY26 earnings, TCS is reportedly planning to lay off around 12,000 employees amid cost optimization and weakening global demand across key verticals..
Investor take: While operational performance remains solid, investor sentiment has soured due to fears of broader IT sector slowdown and discretionary tech spending cuts.
Market impact: TCS shares are down ~33% from their 52-week high, with weakness spilling over to peers like Infosys and Wipro; the Nifty IT index continues to underperform.
TCS stock is down ~33% from its peak, despite solid Q1 results, as layoff concerns cloud sentiment. How are you positioned on India’s IT bellwether?
5. Jio Financial Rallies Ahead of Fundraising Decision
DALL-E
Result snapshot: Jio Financial Services shares rose as the company announced a July 30 board meeting to consider capital raising via equity, QIP, or rights issue. Q1 FY26 profit grew 3.8% YoY, and revenue surged 47%.
Investor take: Strong financial growth combined with expansion plans signals aggressive scaling in lending and digital finance; analysts see this as a key inflection point.
Market impact: Shares gained 3.1% to ₹321.80, with bullish momentum building ahead of the fundraising decision and continued institutional interest in the stock.
Jio Financial gained 3.1% ahead of a board meeting to consider capital raising, backed by 47% revenue growth in Q1. What’s your call?
GYAANI HOT TAKES
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