India’s financial markets saw a thrilling day on June 26, 2025, as a mix of international catalysts, corporate news, and sector-specific drivers wrote the script. Find below a detailed analysis of the key stories that you need to be caught up with.
Global Market Update
- Crude Oil remained steady at US$ 67.95/barrel, reflecting calmness in world energy demand.
- INR quoted at ₹85.70/USD, while US Dollar Index was trading at 97.12, indicating moderate strength.
- Gold reached ₹94,300 and Silver ₹1,06,500, indicating strong safe-haven buying.
- US 10-Year Bond Yield was at 4.26%, and VIX was trading at 13.14, indicating low volatility.
- Base metals were trading in a bullish range due to hopes of revival in China.
US Market Highlights
- NASDAQ indicated a strong uptrend with a Golden Crossover.
- NVIDIA kept its bullish run going, spearheading the tech gains.
Foreign Institutional Investors (FIIs) were net sellers of ₹2,427 crore, while Domestic Institutional Investors (DIIs) supported the market with ₹2,373 crore worth of buying.
Indian Indices Performance
- Sensex closed at 83,755
- Nifty 50 stood at 25,549
- Bank Nifty at 57,206
Metals, Oil & Gas, Public Sector Enterprises (PSEs), FMCG, Banking, and Energy were the largest sectors that experienced robust buying interest.
Corporate & Stock-Specific Highlights
- Nestle India declared 1:1 Bonus Share—a silver lining for long-term investors.
- M&M offloaded its entire holding in Mahindra Defence Systems to Mahindra Advanced Tech, giving reasons for defense business.
- Tata Steel issued show cause notice for misappropriation of ₹890 crore GST input tax credit for 2019.
- In a regulatory relief, Indian government streamlined the process for appeal and review of GST notices, providing relief to businesses.
- Tejas Networks signed a technology agreement with Rakuten Symphony.
- SEBI penalized BSE ₹25 lakh for procedural failure.
Fundraising & Deals
- Signature Global to issue NCDs worth ₹875 crore.
- AU Small Finance Bank to deliberate fund-raising on June 28.
- Manappuram Finance issuing warrants of ₹2,192 crore at ₹236/warrant.
- PB Fintech Co-founder to offload 5.05 million shares worth approximately ₹912 crore.
- Can Fin Homes to raise ₹10,000 crore of debt and ₹1,000 crore via QIP.
- Union Bank of India gets board nod to raise ₹6,000 crore.
- CEAT to raise ₹500 crore, and invest ₹400 crore in CEAT OHT Lanka.
Orders, Projects & Expansion
- Om Infra gets order from NHPC of ₹199 crore for the 2880 MW Dibang project.
- JSW Energy entered into a 300 MW hybrid PPA with NHPC and is also trying to pursue a legal recovery against Andhra Pradesh Discom of ₹509 crore dues.
- Western Carriers bagged an order of ₹558 crore from Jindal Stainless.
- Texmaco Rail wins ₹535 crore order from CaMALCO SA.
- The Bangalore–Chennai Expressway section was executed by Dilip Buildcon in the quarter.
- HITECH Energy won a big 765 MW project from PowerGrid.
- Cummins India introduced a battery energy storage system, complementing its green energy initiatives.
- HG Infra to establish an independent Battery Energy Storage System business.
Acquisitions & JVs
- MAGNUM Holding to buy 61.9% in Quality Wall from Unilever.
- WHEELS India purchased 7.64 lakh shares of Axel India worth ₹22.68 crore.
- Ask Automotive entered into a 49:51 JV with TD Holdings for manufacturing sunroof controls and helix cables.
- Reliance Infra defense business receives a ₹600 crore order from Germany’s RHEINMETALL.
- Jio Financial investing ₹190 crore in Jio Payments.
Listings Reg & Market
- Raymond Realty lists on July 1, 2025.
- Siemens Energy delisted from Nifty Next 50 index.
- SMS Pharma Telangana facility passed USFDA audit with nil observations.
- Vipul Organics forayed into the membrane segment.
- Tata Steel to invest $180 million in Singapore subsidiary.
Government Push for Auto Sector
The government also announced a ₹13,000 crore package of incentives for OEM companies like Uno Minda, Sona BLW, and Samvardhana Motherson. These include:
- R&D incentives
- Capital investment incentives
- Cluster development
- Skill development programs
Conclusion
June 26th, 2025 was a day of historic announcements and sectoral strength. With upbeat news from world markets, strong corporate deals, and dynamic government policy actions, the Indian stock market demonstrates resilience and foresight.
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