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July 14, 2025

Daily Morning Report – Date: 14th July 2025
NIFTY OUTLOOK: 25,149.85 FII: -Rs. 5,104.22 cr DII: Rs. 3,558.63 cr
(14th – 18th July 2025)
As discussed in the previous report dated 7th July, market behaviour remained on expected lines. Profit booking dragged Nifty down to 25,129, close to our support of 25,149, and it ended the week right at this level.
A gap-down bearish candle with an upper wick on the daily chart, along with two consecutive bearish candles on the weekly chart, indicates prevailing bearish sentiment and further downside momentum.
If Nifty decisively breaks below 25,000, it may slip to 24,851–24,751. If these supports also fail, it could fall further to 24,703–24,553.
On the upside, 25,310–25,450 will act as immediate resistance. A breakout and sustained move above this range could push Nifty towards 25,597–25,746.
Bank Nifty Outlook:
Spot: 56,754.70 PCR: 0.82 Max CE OI: 56,000 Max PE OI: 56,000
On 11th July 2025, Bank Nifty closed at 56,754.70, down 0.35% from the previous day.
The index moved 483.30 points during the session, making a high of 57,091.05 and a low of 56,607.75.
Technical View (Daily Chart):
Key support and resistance levels are at 56,530 and 57,150, respectively.
Intraday Strategy:
Go long above 56,890 with SL at 56,840 and target 57,050
Go short below 56,620 with SL at 56,670 and target 56,490
Indicators:
RSI is at 53.30 (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 active candlestick pattern identified
Macros.
1. Dollar index @ 97.53
2. S&P Vix @ 16.40
3. Brent Crude @ 70.36
4.10 Years bond yields @ 4.416
Note: Trump has imposed 30% tariffs on the EU and 35% on Canada, effective from 1st August. A major development from U.S. media is speculation that Fed Chair Jerome Powell is considering resignation, though no official confirmation has come from the Fed. Tensions between Powell and Trump remain high, with Trump continuing to pressure the Fed for rate cuts and making statements considered inappropriate for a sitting Fed Chair.
Commodities: Crude has jumped to $70 following renewed tensions in the Red Sea, where Houthi rebels from Yemen sank two Israel-linked ships.
In bullion, silver surged to $39, while gold, after a brief correction, resumed its upward movement due to safe-haven buying.
Indian Markets: After a stellar rally, equities are seeing some profit booking due to FII selling and the start of the earnings season. The upcoming earnings reports will be a key trigger—strong results may push markets higher, while disappointment could lead to further profit booking. Liquidity from SIPs and DIIs (insurance, PMS flows) remains strong, but earnings performance will be the deciding factor.
Conclusion: Liquidity alone cannot sustain market highs—earnings must support valuations. On the geo-political front, crude remains a concern. A rise towards $75–78 could hurt markets. However, OPEC plans to increase production by 500,000 barrels this month and again next month. If tensions between Iran and Israel, and in Yemen, ease, crude may correct back to $60.
Contributed by
Ashok bhandari : INH000019549
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ARISINFRA: Company has outlined its growth roadmap with a focus on expanding customer wallet share by adding more projects, products, and locations.
It plans to grow its vendor network by onboarding new partners and securing exclusive contracts.
Arisinfra will also offer value-added services bundled with materials to improve margins.
It aims to enhance working capital efficiency through supply chain financing.
Additionally, the company seeks to strengthen manufacturing partnerships, increasing reliance on contract manufacturers from the current 33 percent.
@beatthestreet10
ARISINFRA: Company posted a strong turnaround in FY25 with a profit of ₹60.13 Mn, reversing a ₹173 Mn loss in FY24.
Revenue rose 11.3% YoY to ₹7,820 Mn, supported by a 37% jump in daily dispatches to 665 trucks.
High-margin products now contribute 80% of revenue, while 80% of business comes from repeat customers.
The vendor base increased to 1,838, reflecting improved operational scale.
Its June 2025 IPO has strengthened the balance sheet, supporting future growth.
@beatthestreet10
VIP INDUSTRIES: Promoter group, including Dilip Piramal, to sell 32% stake (4.54 crore shares) to new investors including Multiples PE Fund IV, Samvibhag Securities, and the Sacheti family.
VIP INDUSTRIES: Share Purchase and Shareholders’ Agreements signed on July 13, 2025; new investors to gain management control.
VIP INDUSTRIES: An open offer for an additional 26% will follow, marking a full control shift.
VIP INDUSTRIES: Promoters to exit, signalling a strategic transition and entry of institutional investors.
@beatthestreet10
VIP INDUSTRIES: CaratLane founder Siddhartha Sacheti, Mithun Padam Sacheti, and select PE funds to acquire 32% stake from promoters.
VIP INDUSTRIES: The transaction marks a major change in control and aligns with Kemp & Co’s stake sale announcement.
ARISINFRA: Q4 consolidated net loss at ₹1.3 crore vs ₹19.9 crore loss YoY and ₹0.3 crore profit QoQ.
ARISINFRA: Revenue rose 7% YoY to ₹221 crore, up 22% QoQ.
ARISINFRA: EBITDA up 24% YoY to ₹9.98 crore but down 19% QoQ.
ARISINFRA: EBITDA margin at 4.5% vs 3.9% YoY and 6.75% QoQ.
KEMP & CO.: Kemp & Co will sell up to 33.5 lakh shares of *VIP Industries* for ₹66.12 crore at ₹388 per share.
KEMP & CO.: The sale represents nearly 25% of Kemp's net worth and is part of a deal with Multiples PE, the Sacheti family, and others.
KEMP & CO.: Share Purchase and Shareholders’ Agreements were signed on July 13, 2025.
KEMP & CO.: Deal is expected to close within 26 weeks after the open offer period.
VIP INDUSTRIES: Confirms entry of new investors and a likely change in control.
BDL: BrahMos missile gains global spotlight after its critical role in Operation Sindoor.
BDL: 14–15 countries have expressed interest in procuring the missile, indicating rising export demand.
BDL: Defence Minister Rajnath Singh highlighted the development at an event in Lucknow.
BDL: Expected to benefit as the primary manufacturer of BrahMos, along with HAL and BEL as indirect beneficiaries.
JANE STREET DEPOSITS ₹4,843.5 CRORE AS DIRECTED BY SEBI, CLEARED TO RESUME TRADING IN INDIAN MARKETS
DIVIS LAB: MSN Laboratories has won a patent litigation case against Novartis on Sacubitril/Valsartan (Entresto).
This opens the market for increased generic competition, which may affect Entresto API pricing.
Divi’s Laboratories earns around 40% of its Custom Synthesis revenue from the Entresto API.
The development could lead to pressure on its revenue growth and margins.
DIVIS LAB: IIFL has maintained a ‘Reduce’ rating on the stock.
It estimates a potential 12–13% decline in annual EBITDA over the next year.
The stock is currently trading at 58x FY27e EPS and 40x FY27 EBITDA, reflecting high optimism around GLP-1 and CDMO prospects.
However, the Entresto patent cliff remains a significant risk to earnings.
SURAJ ESTATE: Company launched a ₹120 Cr premium residential project ‘Suraj Aureva’ in Prabhadevi, Mumbai.
The 21-storey tower has a carpet area of 0.24 lakh sq. ft and offers 1, 2, and 3 BHK units starting at ₹2.47 Cr.
Located on a corner plot with lifetime views of Siddhivinayak Temple, the project uses a capital-efficient redevelopment model under DCPR 2034.
Strong connectivity to Worli, Dadar, and Shivaji Park enhances demand potential.
BSE, NUVAMA, ANGEL ONE: Jane Street has deposited ₹4,840 crore to comply with SEBI's ongoing probe.
The proprietary trading firm has no immediate plans to resume options trading, according to reports.
LUCENT INDUSTRIES: Company has launched 'OrbitX', an AI-powered ad platform via its UK subsidiary targeting global markets.
OrbitX focuses on search and contextual advertising in the UK, US, and Europe using advanced machine learning.
The platform aims to boost ROI through automated traffic monetization across search, native, and social networks.
This follows Lucent’s recent Mobavenue acquisition, enhancing its MarTech capabilities.
ORGANIC RECYCLING: Through its subsidiary Solapur Bioenergy, the company has secured an O\&M contract for Indian Oil’s 200 TPD biogas plant in Gorakhpur.
The plant will process paddy straw and agro waste under the Government’s SATAT initiative.
This win strengthens ORSL’s presence in the cleantech and waste-to-energy segment.
It also enhances revenue visibility and operational track record.
VIP IND: Multiples PE has launched an open offer to acquire 26% stake in VIP Industries at ₹388 per share, totaling ₹1,437.78 crore.
The offer represents a 14.91% discount to Friday’s closing price and will be paid fully in cash.
The move follows a control transfer agreement with the Piramal group.
No delisting is planned, and public shareholding norms will be maintained.
SPRAYKING LTD: Company has received a ₹2 million order from Aqura Industries for supply of 60 MT brass rods.
The order is scheduled for execution by July 5, 2025.
Aqura Industries is a domestic client with no related party connections.
This modest order supports near-term revenue visibility and reflects steady order inflow.
TATA STEEL: Tata Steel has started construction of a £1.25 billion Electric Arc Furnace (EAF) facility at Port Talbot, UK.
The project includes £500 million in support from the UK government for low-carbon steelmaking.
The 3 MTPA plant is expected to reduce annual CO₂ emissions by 90% and secure 5,000 jobs.
The EAF will use scrap steel to produce high-quality, sustainable steel, with commissioning targeted by end-2027.
BSE, NUVAMA, ANGEL ONE: Jane Street has deposited ₹4,840 crore with SEBI in connection with an ongoing probe.
The firm currently has no immediate plans to resume options trading.
This development may influence derivatives market volumes, especially on platforms like BSE, Nuvama, and Angel One.
CAPITALNUMBERS: CapitalNumbers LLC, a subsidiary of CapitalNumbers Infotech, has won a ₹4 crore software development order from a US-based client.
The client's identity remains undisclosed due to a non-disclosure agreement.
The project will be executed over a 7-month period under an Agile Development Service Agreement.
The order supports the company’s focus on international markets and export-driven growth.
ECO RECYCLING: Japan has announced a $400 million investment focused on mineral recovery and lithium-ion battery recycling.
The Indian government is also promoting supportive policies for sustainable mineral recovery.
Eco Recycling Ltd is expected to benefit from these developments, given its presence in e-waste and battery recycling.
The move could act as a growth catalyst for the company in these segments.
Number of digital transactions per day (2024-25)
India: 650M per day
USA: ~80M per day
China: 62M per day
Japan: ~50M per day
Germany: ~20M per day
France: ~25M per day
Canada: ~15M per day
Italy: ~10M per day
(India Vs G7+China)
Source:IMF, WB, CCP.
Peer Comparison - Anthem Biosciences vs Syngene International vs Sai Life Sciences vs Cohance Lifesciences vs Divi’s Laboratories
BSE , NUVAMA, ANGEL ONE ; DESPITE DESPOSTING FINE, JANE STREET BAN REMAINS ON TRADING
L&T : TASL and L&T Emerge as Key Contenders for AMCA Production, Potential Consortium in the Works - EDRW
MS on Pharma
Cipla – Initiate Underweight with TP of Rs 1400
Underweight on Cipla, given expectations of a -2% EPS CAGR in FY25-27
DIVIS LAB DOWN 3 % ON MSN WIN PATENT LITIGATION

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