News & Impact · Focus Today – Results today - HDFC Bank, Hul , Pidilite Industries, BPCL. Sebi plans pre-listing IPO trade to trip grey market. movesIndia Mart, ICICI Prudential announced impressive Q3 results. Gift Nifty is up 0.2% or 51 points. Gold near 11-Week High as Trump Hints at China Tariffs. Dalmia Bharat reported lower than expected Ebitda margin. US stocks rose 1% on hope of tax cut, falling US Bond Yield and Dollar Index to 1-month low. Focus on Aurobindo Pharma . FIIs selling nearly Rs14000cr both cash and F&O segment yesterday. Sugar price fell to 5-month low. ADR/GDR – Wipro up 2%. Axis Bank, SBI, L&T, M&M down 2% each. · Market outlook Today – Market is expected to open on a positive note, driven by a global rally fueled by expectations of lower tariffs from US President Donald Trump. Trump stated that his threat to impose a 10% tariff on all imports from China is much lower than the previously anticipated 30-40% tariffs. Positive earnings from Netflix, a decline in the US 10-Year Bond Yield, a dip in the Dollar Index, and a pause in tariff announcements from Trump following his return to the White House helped boost the Dow Jones by over 500 points (1.2%). The US S&P 500 closed above the 6,000 mark, while the US 10-Year Bond Yield dropped by 5bps to 4.57%, and the US Dollar Index fell to a one-month low of 108. In Asia, markets gained up to 1%, led by tech stocks, as Trump's push to boost AI investments enhanced the outlook for regional tech firms. The Nifty is up 55 points (0.2%) in the pre-market. However, concerns over continued FIIs selling, weak quarterly results, and trade issues are weighing on market sentiment. On the previous day, FIIs sold nearly Rs 13,000 crore in both the cash and F&O segments. The Sensex fell over 1,200 points, and the Nifty dropped below the 23,000 mark, reaching a seven-month low. Investor sentiment was further hurt by Trump’s reiteration of plans to impose 100% import tariffs on BRICS nations, including India. The direction of FIIs, corporate results, and Trump's tariff policy will be key to market trends. Traders are advised to be cautious and avoid aggressive buying until a clearer trend emerges. · US market Update ¬–US Index climbed alongside the dollar and bonds, with traders focusing on prospects President Donald Trump’s policies will boost the outlook of economy. Equities extended their 2025 advance as the S&P 500 index reclaimed its 6,000 mark. Dow Jones gained over 500 points while Nasdaq Composite advance 0.6% after Netflix announced strong quarterly results. · US News - Trump Says He’s Still Weighing 10% Tariff Threat on China -- President Donald Trump said his threat to hit China with 10% tariffs on all imports was still on the table, a day after he left the world’s second largest economy out of the countries he was looking to target imminently. · Asian Market – Asian stocks gained as President Donald Trump’s push to boost investment in artificial intelligence improved the outlook for the region’s tech firms. Shares in Japan Index rose 1.5%, the most as Trump announced a new investment push for artificial intelligence led by Japan’s Softbank Group Corp., OpenAI LLC, and Oracle Corp. Both South Korea and Taiwan Index advance over 0.5% each. · European Market – European equities traded on an even keel on Tuesday on relief that US President Donald Trump had refrained from immediately targeting the region with trade tariffs. UK, Germany and France Index gained 0.2% each. · Gold – Gold held near the highest since early November, with traders monitoring the outlook for the global economy as President Donald Trump continued to sketch out his views on trade and immigration policies · Brent Crude - Brent Crude declined 1% to $79/bbl after the US President Trump signed a flurry of executive orders and promises to support the U.S. oil industry, including measures to boost output from Alaska, refill the strategic petroleum reserve and end subsidies for electric vehicles. · Previous Day Market Summary – Broad-based selling across markets led to a significant decline in Indian indices, with the Sensex falling by over 1,200 points and the Nifty dropping below the 23,000 level, marking a seven-month low. Investor sentiment was dampened after US President Donald Trump reiterated his plan to impose 100% import tariffs on BRICS nations, including India. Additionally, persistent selling by Foreign Institutional Investors (FIIs) and weaker-than-expected quarterly results from some mid-cap companies further negatively affected the market. There are also concerns about Trump's tariff plans and their potential impact on the dollar, treasury yields, and inflation, which have raised fears of increased foreign portfolio outflows. As a result, the India Vix rose by 4%, reaching a two-month high above 17. FIIs were net sellers Rs5920cr while DIIs were net buyers 3500cr. · Brokers Radar –Tata Tech TGT by Morgan at 750. Varun Beverage TGT by JP Morgan at 650. Dixon Tech – Goldman Sachs TGT at 10240 from 10290. Investec TGT at 19000 from 15900. Citi TGT on Hindalco at 725. UBS TGT on Zomato at 320, BOFA TGT at 375 and. Nomura TGT on Zomato at 290 from 320. Macquarie TGT on Ultratech Cement at 11868. · Actionable BUY –.Aurobindo Pharma · IPO listing Today – · New IPO -.Denta Water And Infra Solutions: The Rs 220-crore initial public offering will open for bidding on Wednesday at a price band of Rs 279 to Rs 294 per share. · Results – HDFC Bank, Hindustan Unilever, Pidilite Industries, BPCL, Polycab India, Persistent Systems, Coforge, Tata Communications, HUDCO, GO Digit General Insurance, Zensar Tech, Gravita, Vardhaman Textile · Events Today – India –England T-20 Match at Kolkatta. · Corporate Action – Havells India Interim Dividend Rs 4 · Global Data Today – US - Mortgage Applications, · Market Summary on Stocks News – India Mart, ICICI Prudential announced impressive Q3 results. Dalmia Bharat reported lower than expected Ebitda margin. Hatsun Agro Product to acquire 100% stake of Milk Mantra Dairy, Jio Financial, BlackRock JV Incorporates Unit For Broking Ops, Sugar prices hit three-year low global market as India approves 1mn tonne export. Tata Elxsi Partners With Minespider To Launch MOBIUS+ Battery Lifecycle Management Platform. Adani Energy Takes Over SPV for $2.9B Transmission Project. Sebi plans pre-listing IPO trade to trip grey market. · IPO news - The Securities and Exchange Board of India (Sebi) plans to introduce a trading window for soon-to-be-listed shares to curb unofficial grey market transactions between the closing day of the initial public offerings (IPOs) and the listing day, said chairperson Madhabi Puri Buch. · Kolte-Patil Developers – Company’s new area sales value drops 9% YoY to Rs 680 crore, new area sales volume drops 18% YoY to 8.1 Lakh Sq Ft and new area sales collection rose 15% YoY to Rs 567 crore versus Rs 493 crore. – Positive · Ram Ratna Wires – Company received approval under PLI Scheme for White Goods (Air Conditioners), according to an exchange filing on Tuesday. The company committed an investment of Rs 253 crore under the PLI scheme for copper tube and aluminum stock for foils or fins for heat exchangers. – Positive · Medplus Health Services: The company's arm gets three suspension orders of Drug Licence for a store situated in Karnataka. - positive · Home First Finance Co: The finance provider is to consider raising funds through QIP or other means on Jan. 28. - positive · Railtel Corp: The telecom infrastructure provider received an order worth Rs 46 crore from North Western Railway.- positive · Aditya Birla Fashion & Retail: The company closed its qualified institutional placement at Rs 271.3 per share issue price.- Long term positive · Neuland Labs: The drugmaker's board approved capital expenditure of Rs 342 crore in two facilities. - positive · JK Tyre: The company received a $100 million sustainability-linked loan from International Finance Corp. The funding includes $30 million for the company and up to $70 million.- positive · Centum Electronics: The electronics system provider is set to further invest up to €2 million in Centum T&S Group SA via an arm. - positive · HCLTech: The IT major launched a 5,000-people delivery centre in Hyderabad. - positive · Tanla Platforms: The company approved the sale of a 100% stake in arm Gamooga Softtech to another arm, Karix Mobile.- positive · Hyundai Motor India- Company localised over 1,200 key components and elective vehicles battery-packs while achieving up to 92% localisation in manufacturing via strategic indigenisation roadmap. The automaker commenced local assembly of battery-packs at Chennai manufacturing facility. Hyundai CRETA Electric First model will become equipped with locally assembled battery-packs. – Positive · Hatsun Agro – Company has announced the acquisition of 100% of the share capital of Milk Mantra for Rs 233 crore. This acquisition aims to strengthen HAP’s presence in the Eastern India dairy market, particularly in Odisha, where Milk Mantra’s brand, ‘Milky Moo’, has established a strong foothold, the company said – Positive · Wonder Electrical – Company announced a strategic initiative to enhance its commitment to sustainable energy by installing solar power plants at its Roorkee and Haridwar manufacturing units. Capacity Details: The Roorkee unit will house a 640-kilowatt (kW) solar power plant, while the Haridwar unit will feature a 110-kW installation. – Positive · Focus on Sugar stocks - Sugar prices dropped to their lowest levels in over five months low in the international market, following news that India will allow the export of 1mn metric tonnes during the current season ending in September, Reuters reported. The decision aims to assist domestic mills and stabilise local prices, which have been under pressure in recent months. – global market is is higher than the domestic market – Govt. approval of sugar exports may positive on sugar stocks – Positive on EID Parry, Balrampur Chini · Jio Finance – Company’s joint venture with BlackRock has incorporated a unit for broking business. Jio BlackRock Broking Pvt. to be a wholly owned unit of the JV Jio BlackRock Investment Advisers Pvt. and will start operations after regulatory approvals – Positive · Technocraft Industries – Company has received the prestigious B Certification from quality and certification center of Institute of Technology. This Certification will also make it easier and faster for the Company to obtain similar Certifications in neighbouring European countries wherein the Company decides to offer its Ringlock System. – Positive · Glenmark Pharma – Company introduces Phytonadione injectable emulsion in USA. Phytonadione is used to treat bleeding or blood clotting problems caused by Vitamin K deficiency – Positive · Wonder Electricals - Company announced the installation of a 640-kilowatt solar power plant at its Roorkee unit and a 110-kilowatt unit at Haridwar - positive · Bondada Engineering - Comapny secured a contract worth Rs88.5cr from KPI Green Energy for supply and services related to engineering, procurement, construction, and commissioning works at Vagra, Amod, and Rajkot locations in India - positive · Kwality Pharma (BSE) – Company gets USFDA approval for General Injectables and Beta Lactam. Beta Lactam are a class of antibiotics that contain a beta-lactam ring in their chemical structure – Positive · TVS Motor - Company launched India’s first Bluetooth-connected electric three-wheeler, the King EV MAX, at Rs 2.95 lakh, ex-showroom. – Positive · Dev IT – Company announced its successful bid for a significant project awarded by the Gujarat Metro Rail Corporation (GMRC), – Positive · PG Electroplast – Company’s unit get India nod for white goods PLI scheme and to invest Rs 121cr in five years via PLI project – Positive · Elgi Equipments – Company is proposing to launch a new product to enhance efficiency of Air Compressors, Vacuum products and Blowers. – positive · PDS Ltd’- Company’s wholly owned step down subsidiary in United Arab Emirates (UAE), has incorporated a new subsidiary in UAE by the name of Simple Approach Trading FZCO. – positive · Samhi Hotels - Board has approved to invest the funds of the Company in Duet India Hotels (Chennai OMR) Private Limited, the wholly-owned subsidiary of the Company, to the tune of upto ₹20.50 crore. – Positive · Dhruv Consultancy – Company has been empaneled as a Class A Vendor/Consultant with Indian Port Rail and Ropeway Corporation Limited (the Authority) for various Highway and Railway Projects. – long term positive · Intellect Design Arena – Company announced that US based R.E. Chaix has signed on as the latest client for IntellectAI’s end-to-end wholesale underwriting and distribution ecosystem, with its set of MGAs. – Positive · DEE Development Engineers – Company partly commissions Rs 250cr state of the art manufacturing facility in Gujarat and increasing its operational capacity by 9,000 metric tons (MT) annually, bringing the total capacity to 12,000 MT pipe – Positive · UCO Bank – Comoany plans to launch its qualified institutional placement of Rs 2,000 crore in the March quarter, Managing Director and Chief Executive Officer Ashwani Kumar said in the post earnings call. Post the QIP issue, the government's stake will come down in the bank by 3%, he said. As on December end, the government holds 95.39% stake in UCO Bank – Long term positive · Tata Elxsi – Company has joined hands with blockchain-powered traceability solutions provider Minespider to introduce an advanced battery lifecycle management platform. The platform MOBIUS+ aims to revolutionize the way batteries are managed from production to recycling, the company said - Positive · Adani Energy – Company has taken over the special purpose vehicle for the Bhadla-Fatehpur power transmission project worth about Rs25000cr ($2.9 billion), The high-voltage direct-current project will evacuate 6 GW of renewable energy from western Indian state of Rajasthan to demand centers in North India · Deep Industries – Company's subsidiary Deep Onshore Services Pvt, has acquired 100% of the issued and paid-up equity share capital of Dolphin Offshore Shipping Limite – Positive · South Indian Bank Q3 Result - Net Profit Rs342cr (up 12% YoY), Provision Rs 66cr (down 40% YoY), NII Rs 869 cr (up 6% YoY), Gross NPA 4.3 vs 4.4% QoQ, NPA 1.25% vs 1.31% (QoQ) and operating Profit Rs 529cr (up 9.5% YoY) · Aditya Birla Real Estate Q3 Revenue falls 10.6% (YoY) to Rs 957 crore, Ebitda down 93.5% (YoY) to Rs 12.8 crore, Ebitda Margin at 1.3% versus 18.4% (YoY). Net Loss of Rs 42.4 crore versus Profit of Rs 79.9 crore (YoY). · UCO Bank Q3 Result - Net Profit Rs 639cr (up 27%YoY), NII Rs2378cr (up 20%YoY), Operating Profit Rs 1586cr(up 42%YoY), Gross NPA 2.91% vs 3.18% (QoQ), Provisions Rs 590cr (up 20% QoQ) Provisions for loan losses Rs 263cr (down 57% QoQ) · PNB Housing Finance - Q3 Net income up 9.9% (YoY) at Rs 1,925 crore versus Rs 1,751 crore. Net profit up 36% (YoY) at Rs 471 crore versus Rs 346 crore. · Dalmia Bharat Cement reported lower than expected Q3 Ebitda and Ebitda margin. Revenue down 11.7% (YoY) to Rs 3,181 crore – expectation Rs3380cr, Ebitda down 34.4% (YoY) to Rs 511 crore – expectation Rs570cr, Ebitda margin at 16.1% versus 21.6% (YoY) – expectation 17.3%. Net profit down 77% (YoY) at Rs61 – expecattion Rs150cr · KEI Industries reported inline with expected Q3 results - Revenue up 19.8% (YoY) to Rs 2,467 crore, Ebitda up 12.3% (YoY) to Rs 241 crore. Ebitda margin at 9.6% versus 10.4% (YoY). Net profit up 9.4% (YoY) at Rs 165 crore · Tata Technology reported stable Q3 resukts - Revenue up 1.6% (QoQ) to Rs 1,317.38 crore, Ebit down 1% (QoQ) to Rs 203.57 crore, Ebit margin at 15.5% versus 15.9% (QoQ) . Net profit up 7.1% (QoQ) at Rs 168.64 crore · ICICI Prudential Life Insurance Q3 Net profit ahead of expectation. Net premium income up 23.49% (YoY) at Rs 12,261 crore. Net profit up 43.2% (YoY) at Rs 325 crore – Expectation Rs250cr. Solvency Ratio at 211.8% versus 188.6% (QoQ). 13th month persistency at 85.8% versus 86.4% (QoQ).