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July 15, 2025

Daily Morning Report – Date: 15th July 2025
NIFTY OUTLOOK: 25,082.30 FII: -Rs. 1,614.32 cr DII: Rs. 1,787.68 cr
As discussed yesterday, market behaviour remained on expected lines, with Nifty continuing to fall towards our support of 25,000 due to strong selling pressure.
A small bearish candle with a lower wick on the daily chart suggests some buying at lower levels.
If Nifty manages to get follow-through buying and crosses 25,127, it may move up to 25,173–25,216. If demand increases further, it could test 25,261.
However, the short-term trend remains bearish. If Nifty decisively breaks below 25,037, it may slip further to 24,993–24,947. If supply pressure intensifies, it could test 24,903.
Bank Nifty Outlook:
Spot: 56,765.35 PCR: 0.80 Max CE OI: 56,000 Max PE OI: 56,000
On 14th July 2025, Bank Nifty closed at 56,765.35, up 0.02% from the previous day.
The index moved 302.05 points during the session, hitting a high of 56,896.30 and a low of 56,594.25.
Technical View (Daily Chart):
Key support and resistance levels are at 56,530 and 57,150, respectively.
Intraday Strategy:
Go long above 56,850 with SL at 56,820 and target 56,930
Go short below 56,680 with SL at 56,720 and target 56,600
Indicators:
RSI stands at 53.40 (above 70 is overbought, below 30 is oversold)
Bank Nifty is trading above 6 out of 8 SMAs (20, 30, 50, 100, 150, 200-day)
It is trading below the 5 & 10-day SMAs
No bullish candlestick pattern identified
• Long legged Doji Uptrend
Macros
1. Dollar index @97.797
2. S&P Vix @ 17.02
3. Crude @ 69.31
4. US 10 years bond @ 4.425
Note: No major changes were seen on the macro front. Trump’s tariffs will take effect from 1st August, giving targeted countries less than three weeks to strike a deal. The deadline was extended from 9th July.
Speaking to reporters on Sunday, Trump said talks with South Korea and the EU are ongoing, with both aiming to avoid steep tariffs.
This week, attention will shift from trade tensions to key data points—June CPI inflation (due Tuesday) and the start of the quarterly earnings season. CPI is expected to rise 0.3% m-o-m (vs. 0.1% in May) and 2.6% y-o-y (up from 2.4%).
In its June meeting, the U.S. Fed held rates steady at 4.25–4.5%. Futures indicate a low probability of a cut in July, but easing in September appears more likely.
Indian Equities: A positive development was the WPI falling 0.13% y-o-y in June, the first decline in 19 months, due to lower prices of food, basic metals, mineral oils, and energy.
Retail inflation (CPI) also slowed to a 6-year low of 2.10% in June—well below the RBI’s upper tolerance limit and below the 2.5% estimated by economists (CPI was 2.82% in May).
Contributed by
Ashok bhandari : INH000019549
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Imp note : Nifty-IT on charts indicates that Nifty-IT is in selling zone ( cmp 37273 ) and will dips up to 36743 which is immediate support if 36743 is not defended on closing basis Nifty-IT will dips up to 35925 Gap that was created on 9/5/2025 & lower end of the gap is 35488 i,e 3.5-4.5% more down side possible .
Any dips of another 3-5 % in front line IT stocks will be good opportunity to accumulate for next quarter or so .Weak result In IT index & due to uncertain environment in US due to tariff will hit major IT companies in India.
Reason to accumulate IT stock after correction .
1.Due to Weak IT results correction will come & valuation will get attracted .
2.High chances of rate cut is anticipated in Sep quarters & tariff deal will be done at earliest & with that spending in new IT projects will start , that will benefit Indian companies .
3.Markets always discount the future events " Buy on rumors & sell on news "
Conclusion : In next 5-6 days we may see Nifty-IT index will bottom out and that will be the time to accumulate quality It stocks viz TCS, INFY, TECH MAHINDRA, HCL TECH .
TCS will be my preferred stock . TCS is a proven high quality company of India which we may say is the face of Indian IT on gloabal front
If we analyze the DATA , TCS has rolled out many back in its history last buy back was in oct 2023 & march 2022 ( 18000 cr in 2022 & 17000 cr in Oct 2023 of 4500 per share ) .In last couple of years company has made a buy back of 35000 cr @ the rate of 4500 rs ( when company is buying its share @ 4500 that too at 35000 cr why are we worried about buying if we are getting dips ) .
One two weak results will not make a great company bad . Buy on nay dips of 3-4% from here on fro 15-18% returns in next 3-5 months .
Study on nifty it for next quater
Swaraj Suiting : Commenced commercial production at its new cotton processing plant in Neemuch, Madhya Pradesh on July 14, 2025.
The facility is located at Jhanjharwada Industrial Area with modern processing capabilities.
This expansion enhances the company's production capacity and operational scale in the cotton textile segment.
The update was filed with stock exchanges under SEBI Regulation 30.
ARIHANT SUPERSTRUCTURES : LARGE TRADE NSE
SHREE CAPITAL SERVICES LTD BOUGHT 3.61 LKH SHARES ( 0.87 % STAKE ) @ ₹ 415 /SHARE
Deepak Fertilizers
5-year Rs. 1200 Cr LNG regasification contract with Petronet LNG for 25 TBTUs annually.
Trump threatens secondary tariffs of 100% on Russia.
Trump: Billions of military equipment will go to NATO from the US.
Trump: We can do a ‘secondary’ of 100% on Russia without Senate.
100% on Russia would be the same as 500%. 500% on Russia is meaningless after a while.
Tata Technologies : Reported a weak Q1 with revenue down 3.2% QoQ, EBITDA margin contracting 210 bps, and PAT declining 9.8% QoQ.
The weakness was attributed to delayed deal ramp-ups, US tariffs, and macroeconomic headwinds.
However, aerospace revenue grew 13% QoQ, technology solutions 7.3% QoQ, and BMW JV profit rose 35% QoQ.
The company saw strong traction from Airbus, BMW, Volvo Cars, and new strategic deals.
Tata Technologies : Management remains optimistic on Q2 recovery and stronger H2 FY26, supported by a robust deal pipeline and reaffirmed commitment from anchor clients.
The company maintains focus on double-digit growth for FY26 with operational discipline.
It remains debt-free with $159M net cash, ₹190 Cr free cash flow, and efficient working capital.
Targeting 20% EBITDA margin through cost efficiencies, offshoring gains, and controlled hiring in AI/ML and digital transformation.
TRUMP ON TARIFFS: ALWAYS OPEN TO TALKING INCLUDING EUROPE
Yes Bank :
ICRA upgraded infrastructure and Tier-II bonds to AA- (Stable) on improved asset quality, capital profile, and loan growth.
Tier-I bonds were reaffirmed at [ICRA]D due to the prior write-down.
The bank saw improved retail/MSME mix, lower stressed assets, healthy profitability, and deposit growth.
Sumitomo Mitsui’s stake deal is set to make it the largest shareholder.
Tejas Networks :
BSNL ₹1,500 Cr 4G order is expected to reflect in FY26, with focus on execution and new 5G/4G global wins.
The company secured its first private 5G order and partnered with Rakuten on 5G Open RAN.
It also announced D2M chipset tie-ups with Intel, Lava, and HMD, alongside new wins in BharatNet, defense, and overseas markets.
NAMO eWaste starts 12,240 MTPA lithium-ion battery recycling plant in Nashik, expanding capacity and margins.
Meson Valves secures ₹46.26 lakh submarine fuel system valve order from Mazagon Dock Shipbuilders.
Aimtron to raise Rs. 98.5 Cr via preferential convertible warrants for greenfield and expansion projects. Fundraise from Promoter and HNIs at 666 per share vs CMP 830
Oberoi Realty consortium wins Rs. 919 Cr CIRP bid for Hotel Horizon, gaining 100% ownership of Juhu land asset.
Oriana Power awarded Rs. 212 Cr contract for 50 MW/100 MWh battery storage project in Karnataka.

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