Good morning Vande Mataram
News Headlines from Leading Financial News Papers, Compiled by Rudra Shares
Wednesday, 30 July 2025
*Mergers & Acquisitions / Corporate Deals*
* Panasonic is in talks to acquire a controlling stake in Focus Lighting for Rs 526 crore; shares jumped on the news.
* Tata Motors is set to acquire Italian truck manufacturer Iveco for \$4.5 billion, marking its largest deal to date.
* Reliance is looking to invest in Baidyanath’s zero-sugar drink brand Shunya amid growing competition in the health beverage market.
*IPO & Capital Markets*
* Aditya Infotech IPO was fully subscribed on Day 1; Grey Market Premium (GMP) surged.
* GNG Electronics shares are expected to list today with about a 25% premium.
* Indiqube Spaces shares to list today; GMP indicates a subdued debut.
* M\&B Engineering raised Rs 291.6 crore via anchor book ahead of its Rs 650-crore IPO.
* Sri Lotus Developers raised Rs 237 crore through anchor investment ahead of its IPO.
* SEBI has extended the timeline for implementing new safer rules for retail algorithmic trading.
*Market & Investment Flows*
* Foreign Institutional Investors (FIIs) net sold shares worth Rs 4,637 crore.
* Domestic Institutional Investors (DIIs) net bought equities worth Rs 6,147 crore.
* Investors are increasingly turning to arbitrage funds amid high market valuations.
* A study shows that market timing has minimal impact on long-term SIP returns.
*SEBI & Regulatory Updates*
* SEBI has relaxed investment norms for NRIs in exchange traded derivatives.
* SEBI imposed a Rs 10 lakh penalty in an insider trading case involving HDFC Limited and HDFC Bank.
*Bulk & Block Deals*
* Negen Capital acquired a 0.63% stake in Jayaswal Neco Industries via block deal.
*Corporate Commentary & Legal*
* NSDL CEO Vijay Chandok stated the depository will focus on technology and new value-added services.
* Supreme Court agreed to open court hearings on JSW Steel's review petition over the scrapping of the Bhushan Power & Steel (BSPL) resolution plan.
* Asian Paints CEO noted steady demand in urban markets but raised concerns over tech sector layoffs.
*Government & Policy*
* Government is planning to restructure the boards of state-run companies.
* CAG flagged lapses in inventory handling at SAIL.
* A proposal has been floated to bring Light Commercial Vehicles (LCVs) under CAFE emission norms.
*Sector-Specific Highlights*
FMCG & Retail
* Early monsoons impacted summer sales in the FMCG sector; Q1 volume growth slowed to 3.9%.
* Retailers and restaurants in tech hubs are concerned about a festive sales slump due to layoffs in companies like TCS.
Agro & Fertilizers
* Fertilizer and agrochemical stocks gained on the back of a good monsoon and strong Q1 results.
Financials
* Jio Financial’s board is scheduled to discuss fundraising plans today.
* NSDL highlighted as a long-term play in India’s expanding capital markets.
Jai Hind
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