The GIFT Nifty hovered around 24,165 at 7:18 a.m., suggesting a positive start for the broader Indian market. Overnight U.S. selloff driven by Trump’s remarks on Jerome Powell has kept global sentiment cautious.

🌍 Global Market Snapshot

• US Markets: Nasdaq, S&P 500, and Dow all dropped ~2.5%

• Asian Markets: Mixed opening; Japan’s Topix slightly up, ASX under pressure

• S&P Futures: Rebounding +0.4% after Monday’s slide

💡 Tip: Stay nimble—weak global cues may trigger early volatility, but dips could attract buyers.

🛢️ Commodities Snapshot

• Crude Oil (WTI): ⬆️ 0.8% to $63.59

• Gold: ⬇️ 0.2%

• Metals: Mostly negative; Lead up 0.7%

💡 Tip: Crude-sensitive sectors like aviation, logistics, and paints may face pressure today.

📊 Key Stocks & Updates

🔋 Vedanta

Promoter entity Twin Star Holdings signed a $530M facility agreement to manage VRL Group’s debt and corporate expenses. Twin Star, which holds 40.02% in Vedanta, is a promoter group firm.

💡 Tip: The deal provides breathing room, but high debt overhang remains a risk. Trade cautiously.

🌞 Tata Power

Subsidiary TPREL signed a PPA to co-develop a 131 MW hybrid wind-solar project.

💡 Tip: Reinforces Tata Power’s green focus—positive for long-term ESG portfolios.

🧴 Hindustan Unilever

Completed the ₹2,706.4 crore acquisition of 90.5% in premium skincare brand Minimalist.

💡 Tip: Enhances premium play—bullish for HUL’s long-term growth in beauty & wellness.

⚡ HG Infra Engineering

Qualified as bidder for 300 MW/600 MWh battery storage project in Gujarat under Gujarat Urja Vikas Nigam.

💡 Tip: Positive sentiment boost—keep watch for order inflow announcements.

⚓ Gandhar Oil Refinery

Signed an MoU with JNPA for terminal development at Vadhvan Port with a ₹1,000 crore investment.

💡 Tip: Long-term capex story—no near-term impact but positive for outlook.

💸 Paytm / One 97 Communications

Subsidiary Paytm Money introduced lower interest rates and revised brokerage for its Margin Trading Facility (MTF).

💡 Tip: Affordable MTF may attract volume—watch for intraday activity spikes.

🏭 Nureca

Received government approval to set up a health equipment unit in Punjab.

💡 Tip: Positive for growth; a long-term structural story in health tech.

🏗️ Coal India

MoU with Damodar Valley Corp to build a 2×800 MW coal-based plant in Jharkhand.

💡 Tip: May drive re-rating if PPA clarity emerges—watch volume trends.

🏘️ Brigade Enterprises

Signed a JDA for a plotted development project in East Bengaluru (~20 acres, ₹175 crore).

💡 Tip: Solid project pipeline—bullish for mid-term real estate exposure.

🧪 Gujarat Alkalies

Dispatched first Benzyl Chloride consignment from its new ₹350 crore Dahej plant.

💡 Tip: Capacity ramp-up under way—watch Q1 results for operational leverage.

🛳️ Mazagon Dock

Appointed Capt (IN Retd) Jagmohan as CMD, replacing Biju George (additional charge ended).

💡 Tip: Positive for leadership continuity—keep watch on order execution trends.

⚠️ Corporate Events

• Rane Engine Valve and Rane Brake Lining: Stocks trade ex-date for amalgamation today.

⛔ F&O Ban List

• In Ban: Tata Elxsi, Angel One, Hindustan Copper, IREDA, Manappuram Finance

• Out of Ban: National Aluminium Company

💡 Tip: Avoid fresh positions in ban stocks; NALCO could see fresh interest post-exit.

🔍 Quick Earnings Watch

• Reporting Today: HCLTech, Tata Comm, Havells, AU Small Finance Bank, and others.

• Standouts:

  • Mahindra Logistics: EBITDA +37%, net loss narrows

  • Himadri Speciality: Margins improve to 20.6%

  • Anant Raj: Net profit +51.5%

💡 Tip: Stock-specific trades are in play—look for post-earnings momentum setups.

💰 Currency & Bonds

• Rupee: Gains 24 paise to ₹85.14/$

• 10-Yr G-Sec Yield: Eases 6 bps to 6.32%

💡 Tip: Stronger rupee + softer yields could support rate-sensitive sectors today.