Indian and international markets began the last trading day of June on a wave of bullishness, supported by macroeconomic stability, strategic purchases, and sectoral performance in solar, pharma, and financial stocks.
Global Market Overview
- Crude Oil was around $67.65 per barrel.
- INR remained stable at ₹85.76 per US Dollar.
- Gold and Silver were at ₹95,500 and ₹1,05,200 respectively.
- Base metals rose sharply, indicating industry optimism.
- S&P 500 and NASDAQ in the US touched new highs with the assistance of gains in NVIDIA.
- PCE Inflation Index at 2.7%, Consumer Sentiment was unchanged at 60.7.
- US government would like to complete all trade agreements by September 1 (Labor Day). July 9 tariff deadline can be pushed back.
- China Manufacturing PMI rose to 49.7, showing indications of recovery.
India Macroeconomic Pulse
- Indian monsoon up to now has been a healthy start, lifting rural spirits.
- IIP Growth (May 2025) was 1.2% MoM, 6.3% YoY, and 2.6% sequentially.
Pharma & Healthcare Highlights
- Alembic Pharma received USFDA approval for its anticancer drug DOXORUBICIN LIPOSOME.
- Aurobindo Pharma’s facility resumed production of PENICILLIN-G after regulatory clearance.
- NEULAND Labs has been accorded EIR by USFDA for Sangareddy unit.
- Marksons Pharma also issued EIR for plant after inspection.
- Rainbow Children’s Medicare purchased 76% holding and 100% preference shares of Prashanti Medicare, operating a 100-bed hospital.
⚡ Renewable & Infra Updates
- NTPC commissioned 288.9 MW solar capacity at Khawda in Gujarat.
- NTPC Green Energy commissioned 120 MW out of 220 MW at Shajapur.
- GIPCL placed 105 MW of its 600 MW Gujarat solar power plant.
- NLC acquired a 450 MW wind-solar hybrid project of NTPC.
- ITD Cementation won an order to construct a ₹580 crore jetty at Jaizah, Abu Dhabi.
- NHPC’s 250 MW unit received commercial operation approval from NDSA.
- Sarda Energy has approved running its Call GASIFIER plant.
Financial & Banking Insights
- AU Small Finance Bank (SFB) to raise ₹1,000 crore in the next 12 months.
- CARE Ratings upgraded APTUS Value Housing to AA: Stable.
- AU SFB also inked a strategic agreement with LIC for life insurance product development.
- Tata Communications settled its tax litigation with the Canada Revenue Agency.
- GAIL is investing in 106.07 crore shares by way of rights issue in Talcher Fertilizer.
- Torrent Pharma to buy JB Chemicals for ₹25,689 crore, including:
- 46.39% stake from KKR at ₹1600/share
- 2.80% stake by employees
- Merger terms: 100 JB Chemicals shares = 51 Torrent shares
- Open Offer at ₹1639.18 per share
Real Estate & Strategic Expansions
- Godrej Properties acquired 43 acres in Panipat for ₹600 crore.
- L&T Technology Services collaborated with Thyssenkrupp to establish a software center in Pune.
- Oriental Rail issued 5 lakh promoter shares at ₹169/share.
- Jindal Steel & Power commissioned galvanizing line at Angul Plant, doubling capacity to 6 MTPL.
- Jindal Worldwide taking over 51% of Goodcore Spintex.
Tech, Telecom & Startups
- Zen Technologies received a patent for laser combat training systems.
- Nazara Tech investing ₹8.66 crore in its subsidiary GETSTAN Technology.
- VI (Vodafone Idea) to implement phased 5G in 23 districts.
- ITI signed a ₹1901 crore contract with BSNL.
Manufacturing, Auto & Logistics
- Kochi Shipyard received an order from Polyester Maritime for a tugboat worth ₹100–250 crore.
- Remsons got an ₹80 crore order from Ford Otosan.
- TITAGARH Wagon got a ₹430 crore metro trainset order for Pune Metro.
- BEL got an ₹528 crore order.
- NCC reported new orders of ₹1690.51 crore in June 2025.
- VRL Logistics to decide on issuing bonus shares on July 4.
Consumer & Lifestyle Segment
- Asian Paints to take over remaining 40% stake in White Tick for ₹188 crore, in full control.
- Crompton Greaves Consumer introduced CapMaxx2 SMFD AC capacitors under its B2C lights business.
- Devyani International to buy entire stake in Black Velvet and SAYCHEF for ₹18.91 crore.
- Sula Vineyards to invest ₹13 crore in ARTISAN Spirit through rights issue (purchasing 98 lakh shares).
- Balaji Telefilms penalised ₹1.3 lakh by BSE & NSE due to non-compliance with regulations.
- Vesuvius India commenced commercial production in its Visakhapatnam unit.
- Zydus Lifesciences to acquire 22.06% stake in Torrent Urja 25 for ₹3.9 crore.
Market Sentiment Summary
- There was high buying interest in midcap, small cap, PSU banks, pharma, IT, metals, and auto stocks.
- Profit booking was seen in FMCG and Oil & Gas sectors.
Final Takeaway
The final trading day in June 2025 saw the nation’s sustained economic resilience, sector growth, and robust corporate action. With global leads firming up sentiment and domestic fundamentals firming up, July can begin on an upbeat note.
Disclaimer
Barawakar does not provide financial advice and the information on the website www.Barawakar.com is only for general use. Users of Barawakar accept full responsibility in the possibility of losing capital. Barawakar strives to provide correct information, but offers no guarantees regarding the accuracy or completeness of data given.
In case of any investments planning, make sure to seek professional counsel or do amplify your own research. The www.barawakar.com website is available to users without warranties on availability or functionality. By using this website, you accept the terms of these conditions.
For any questions, feel free to reach out to us.