News Nook: Jul 15, 2025

Indian Sector Specific News:

A) BFSI:

1) PM Modi Highlights Job Creation Through Welfare Schemes and Manufacturing Growth

At the Rozgar Mela on July 13, PM Modi said over 10 lakh jobs have been given under the scheme so far. He said building homes, giving LPG connections, and solar power programs have helped create more jobs for people.
He also said that India’s growing electronics, defence, and automobile sectors are boosting employment. A new ₹1 lakh crore incentive scheme is expected to create 3.5 crore new jobs.
Source: IBEF

2) Banks See Lower Loan Growth and Margins in Q1, But Experts Stay Positive

In April–June 2025, banks saw slower loan growth (9.6%) and shrinking profit margins due to RBI’s 100 bps rate cut. Big banks like SBI, ICICI, and HDFC may see a small drop in profits, but experts believe this is temporary.
Analysts expect margins to bounce back by FY27. ICICI Bank, SBI, and Axis Bank are still top picks, along with City Union Bank, DCB, Bajaj Finance, and PNB Housing Finance.
Source: CNBC-TV18

3) SEBI Issues Revised Rules for Related Party Transactions (RPTs)

SEBI has updated the rules for how companies must share details of Related Party Transactions (RPTs) with audit committees and shareholders. The new format aims to make disclosures more uniform and clear.
These revised rules will apply from 1 September 2025, replacing older guidelines. They ensure companies follow SEBI's LODR rules more consistently when getting RPT approvals.
Source: SEBI Circular, KPMG

4) SEBI Approves WeWork India’s IPO; Embassy Group to Sell Stake

SEBI has approved WeWork India’s IPO, which will only involve selling existing shares—no new shares will be issued. Embassy Group will sell 33 million shares and 1 Ariel Way Tenant will sell 10.3 million shares.
WeWork India, led by CEO Karan Virwani, hasn’t revealed how much it plans to raise. The company is owned by Jitu and Karan Virwani of the Embassy Group.
Source: Economic Times

B) Automobile:

1) Automobile Sales Stay Flat in Q1 FY26

Vehicle sales in India stayed mostly the same in Q1 FY26, growing just 0.1%. Passenger car sales crossed 1 million units but dipped slightly by 1.4% due to a slowdown at the end of the quarter.
Two-wheeler sales fell by 6.2%, mainly because dealers were clearing out old stock. However, easy loans and continued demand for affordable travel kept the overall market steady.
Source: CNBC-TV18

C) Pharma:

1) Wockhardt Shares Jump 5% After Exiting US Generics Market

Wockhardt stock rose over 5% after it announced it will exit the US generic drug market due to ongoing losses. The company will now focus on high-growth areas like antibiotics and insulin-based biologics.
The move is aimed at boosting long-term global growth and innovation. The stock has surged about 120% in one year and was trading at ₹1,845.2 on BSE during Monday’s session.
Source: Trade Brains

D) Telecommunication:

1) India’s Data Centre Capacity Set to Triple by 2030 Amid Investment Boom

India’s data centre capacity is expected to rise from 1.1 GW in 2024 to 3 GW by 2030, driven by growing data use, AI, cloud tech, and government data localisation policies. Annual investments of ₹8,500–12,800 crore may double soon.
By 2033, demand may reach 6 GW, creating a 1.5 GW supply gap. Big players like STT GDC and Sify are expanding, while newcomers like Anant Raj Ltd plan major investments to meet demand across metro and smaller cities.
Source: IBEF

E) Energy:

1) Oil India and GAIL Extend Gas Supply Deal by 15 Years

Oil India and GAIL have renewed their gas supply agreement for 15 more years starting July 1, 2025. Up to 9,00,000 SCMD of natural gas from Oil India’s Rajasthan fields will be supplied under this deal.
The gas will be used by Rajasthan’s main power company (RRVUNL), helping ensure cleaner and more reliable electricity. GAIL will handle the nationwide gas transportation through its 16,400 km pipeline network.
Source: Chemindigest

2) Oil to Surpass Coal as India’s Main Energy Source by 2050: OPEC

According to OPEC’s 2025 report, oil will become India’s top energy source by 2050, overtaking coal. Oil’s share in the energy mix will rise from 25.6% in 2024 to 31.1%, while coal’s share will fall from 45.8% to 29.6%.
Natural gas is also expected to grow rapidly, doubling its share to 11.6% by 2050, thanks to cleaner fuel policies and infrastructure expansion. Oil and gas together will make up over 42% of India’s energy use by mid-century.
Source: OPEC World Oil Outlook 2025

F) Infrastructure:

1) HNIs Invest ₹74,000 Crore in Real Estate via AIFs in FY25, Warehousing Takes Lead

India’s wealthy investors are turning to Alternative Investment Funds (AIFs) instead of buying property directly, investing over ₹74,000 crore in FY25. Warehousing, boosted by e-commerce growth, is the top focus.
AIFs offer better transparency, governance, and expert management, making real estate investment easier and more passive. Family offices are also partnering with fund managers for joint development projects.
Source: Economic Times

Indian Economy and Government Initiatives:

The government’s Make in India and PLI schemes have boosted manufacturing by attracting over $19 billion in investments and increasing domestic production.
Agriculture is being modernized through schemes like PM-KUSUM, digital platforms, and financial access for farmers, supporting sustainability and productivity.
Massive investments in semiconductors, AI, 5G, and electronics are positioning India as a future global tech and innovation hub.
The pharmaceutical sector is growing rapidly with government support, making India a global leader in generic drugs, biotech, and healthcare infrastructure.
Policies supporting renewable and nuclear energy are attracting major green investments, with goals of 500GW clean capacity by 2030 and 100GW nuclear by 2047.

Indian Stock Market Update:

Sensex rose 317 pts to 82,571 and Nifty ended above 25,200, breaking a 4-day losing streak, led by autos, pharma, and banking stocks.
Hero MotoCorp jumped 5% on global expansion hopes; Sun Pharma gained 3% after a US drug launch; HCLTech dropped 3% on lower margin guidance.
Midcaps outperformed with nearly 1% gains; all sectoral indices closed in the green, showing strong market breadth and improved investor sentiment.