Stocks in News: IREDA, NHPC, HUDCO, BEL, NCC, NTPCGREEN, SJVN, HINDCOPPER, LARSEN, HINDZINC, POLYCHEM

MUMBAI, 1 JULY

June 2025 Auto Sales Estimates YoY (Tentative):

Ashok Leyland:	14900 units (Down 0.2%)
Tata Motors:	73100 units (Down 3%)
M&M Auto:	78000 units (Up 12%)
M&M Tractor:	51000 units (Up 7%)
Escorts:	11500 units (Up 2%)
Maruti:	1.71 lakh units (Down 5%)
Hero Motocorp:	5.5 lakh units (Up 9%)
TVS Motors:	4.0 lakh units (Up 21%)
Bajaj Auto:	3.9 lakh units (Up 9%)
Eicher Motors RE:	84000 units (Up 15%)
Eicher Motors VECV:	7600 units (Up 2%)

Aavas Financiers: Company announced that Aquilo House Pte. Limited has become its new promoter. (Positive)

IREDA: Loan sanctioned up 29% YoY at ₹11,740 cr vs ₹9,136 cr (YoY) (Positive)

United Breweries: Company launched ‘Amstel Grande’ beer in Karnataka in the premium strong category. (Positive)

Balaji Amines: Company commenced commercial production of Isopropylamine at its Osmanabad unit. (Positive)

NHPC: Company declared commissioning of Phase IV (53.57 MW) of the Karnisar Solar Project; total operational capacity now at 214.28 MW of 300 MW planned (Positive)

Hudco: Company achieved loan sanctions of Rs 33,904 crore and disbursements of Rs 12,812 crore in the first quarter. (Positive)

Thangamayil Jewellery: Opened new branches in Chennai. (Positive)

Timken India: Commenced commercial production at its new manufacturing facility in Bharuch. (Positive)

Bharat Electronics: Company gets additional order worth ₹528 crore since June 20. (Positive)

NCC: Company bags orders worth ₹1,690.51 crore in June 2025. (Positive)

Apollo hospitals: Board approves scheme of arrangement amongst company, Apollo Healthco, Keimed & Apollo Healthtech (Positive)

Sona Comstar: Company is considering manufacturing of rare earth magnets in the country: CNBC (Positive)

Kalpataru Projects: Company secures new orders worth ₹ 989 crores. (Positive)

HCL Tech: Company and OpenAI collaborate to accelerate enterprise-scale AI adoption. (Positive)

NTPC Green: Company commissions 32.8 MW solar power capacity at Khavda, Gujarat. (Positive)

Astec Life: Company launches ₹249.35-crore rights issue at ₹890/share (Positive)

ITI: Company signs agreement with BSNL for NER-II Package-15 of BharatNet project worth ₹1,901 crore (Positive)

Godrej Industries: Company raises its take in arm Godrej Capital to 90.89% from 89.48%with an investment of ₹285 crore (Positive)

Oil India/ONGC: APM gas prices raised by 5.3% to $6.75/mmbtu vs $6.41 earlier (Positive)

SJVN: Company achieves commercial operation of 100.25 MW part capacity out of 1000 MW for Bikaner Solar Power Project on June 30. (Positive)

Hindustan Copper: Company signs MoU with Coal India for Copper, critical minerals exploration. (Positive)

Gabriel: Company to consolidate Anand Group’s auto business via share swap (Positive)

Aviation stocks: Jet Fuel price hiked by ₹6,271/kl to ₹89,344.05/kl in Delhi (Neutral)

CG Power: Company plans to raise ₹3,000 crore via QIP after highest order win. (Neutral) 

Bharat Forge: Board approves defence business transfer to Kalyani Strategic Systems arm via Optionally Convertible Redeemable Preference Shares for ₹500 crore (Neutral) 

ESAF Small Finance Bank: Transfers its NPA & technically written-off loans worth ₹733.4 crore to an ARC for ₹73.34 crore (Neutral)

Bank of India: Lowers lending rate by 5 bps across tenors effective July 1. (Neutral) 

Uno Minda: Completes acquisition of 1.69 crore shares (49.90% stake) of UnoMinda EV Systems from FRIWO GmbH for ₹141.27 crore. (Neutral)

Torrent Pharma: Expects ₹19,500 crore JB Pharma deal to complete in 15-18 months. (Neutral)   

Ashok Ley: S Mahesh Babu resigns as CEO of Switch Automotive Mobility w.e.f. August 31, 2025. (Neutral)   

JK Cement: Company declares final dividend of ₹15/share for FY25. (Neutral) 

Can Fin Homes: Company appoints Abhishek Mishra as CFO for 3 years w.e.f. June 30, 2025. (Neutral) 

Patel Engineering: Company to consider a proposal for issuance of debt securities at its board meeting on July 3. (Neutral) 

Wipro: Company appointed Tulsi Naidu as chairperson of the nomination and remuneration committee (Neutral)

L&T: Company’s subsidiary L&T Energy Green Tech has incorporated a wholly owned arm, Panipat Green Hydrogen. (Neutral)

Hindustan Zinc: Contributed Rs 90,000 crore to the exchequer over five years, including Rs 18,963 crore in financial year 2025. (Neutral)

Grindwell Norton: Company has recommended a final dividend of ₹17 per equity share. (Neutral)

One Mobikwik: Citigroup Global Markets Mauritius sold 4.43 lakhs at Rs 246.23 per share. (Neutral) 

Stocks to be included from ST-ASM Framework: Balaji Amines, Jai Balaji. (Neutral)

Stocks to be excluded from ST-ASM Framework: Avantel, Dam networks, Premier explosives. (Neutral)

Stocks to be included from LT-ASM Framework: Orient Bell. (Neutral)

Price Band change from 10% to 5%: Diamond Power. (Neutral)

Cera Sanitaryware Ltd: Ex-Date today, Dividend Rs 65/Sh (Neutral)

JSW Infra: Ex-Date today, Dividend Rs 0.8/Sh (Neutral)

Polychem Ltd: Ex-Date today, Dividend Rs 20/Sh (Neutral)

Bharat Seats: Ex-Date tomorrow, Dividend Rs 1.1/Sh (Neutral)

Sika Interplant: Ex-Date tomorrow, Dividend Rs 2.4/Sh (Neutral)

Sigachi Industries: Fire at Hyderabad plant led to a fatality and the operations were halted for 90 days. (Negative)

Gensol Engineering: Keya Vimal Salot sold 3 lakh shares at Rs 42.32 per share. (Negative)

(Disclaimer: The information provided here is investment advice only. Investing in the markets is subject to risks and please consult your advisor before investing.)

(સ્પષ્ટતા: અત્રેથી આપવામાં આવતી તમામ પ્રકારની માહિતી કોઇપણ પ્રકારે રોકાણ/ ટ્રેડીંગ માટેની સલાહ નથી. બજારોમાં રોકાણ જોખમોને આધીન છે અને રોકાણ કરતા પહેલા કૃપા કરીને તમારા સલાહકારની સલાહ લો.)