Stocks in Momentum

Company Name: GACM Technologies Ltd NSE/BSE: GATECH TGT: ₹2, ₹5++ Important Points: • CMP ₹0.77 & FIIs Buying at ₹1 premium • QIP: ₹49.5 Cr at ₹1/share • Post-QIP FII holding: ~29% • FY26 PAT: ₹8.6 Cr • PAT growth: +108.7% YoY • P/E: ~15x TTM • Disclosed orders: ₹45 Cr+ from Govt • 1-month stock movement: ~56% Must Read: https://in.investing.com/analysis/gacm-tech-why-are-institutions-paying-25-premiums-200639043

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"The market sentiment is cautious due to recent losses, profit-taking, and investor anxiety ahead of the upcoming RBI policy decision." 🌍 Global Markets Overnight - US Markets: Pressure persists as tech valuations face scrutiny; "Magnificent Seven" trade showing signs of fracturing. OpenAI's critique of Apple adds noise to the big-tech narrative. - Asian Markets: Markets are navigating profit-taking ripples; sentiment is cautious as global investors re-evaluate AI-led growth bets. - Macro Drivers: Crude oil remains a headwind for Indian indices; USD/INR stays flat as RBI policy expectations keep traders on the sidelines. 🇮🇳 India Pre-Market Indicators - GIFT Nifty: Signals a cautious start. Expect a flat-to-slightly-soft opening as Nifty adjusts to the new closing auction volatility. - Institutional Flow: The "worst of FPI selling" narrative is gaining ground, providing a potential floor for the markets despite recent profit-taking. - Core Outlook: The new closing auction mechanism is causing "eyebrow-raising" swings. Expect high intraday volatility during the final 30 minutes of trade. 📊 Key Sectors & Stocks to Watch - Telecom: BHARTIARTL (Q1 profit jump 37% to ₹8,167 crore). Strong data/postpaid momentum. - Banking (PSU): ICICI Securities initiation on 7 PSU banks (PNB, BOB, Union Bank, etc.) with positive bias. Focus on SBIN due to Nabard bond cancellation news. - Infrastructure/EPC: L&T (Major order >₹15,000 crore). Expect sentiment boost. - FMCG: DABUR under pressure following FSSAI scrutiny; PIDILITIND showing strength post-27% profit jump. - Real Estate: GODREJPROP facing headwinds despite booking growth. 🗓️ Key Events Today - RBI Policy Watch: All eyes on the MPC meeting outcome. Market is pricing in a "hold" on rates. - Earnings/Corporate: Monitoring reaction to Q1 results for SYMPHONY and others reported yesterday. 🎯 Market Mood & Strategy Sentiment: NEUTRAL (Cautious) - Confluence: RBI policy uncertainty + Oil price pressure + High intraday volatility from the new closing auction process = "Wait and Watch" mode. Nifty 50 Levels - Resistance: 24,550 / 24,620 - Support: 24,300 / 24,150 - Scenario: If Nifty sustains above 24,550, look for a retest of highs. If it breaks 24,300, expect a slide toward 24,150. Actionable Ideas 1. BHARTIARTL (Long Setup): Momentum is with the results. Entry Zone:* ₹1,550–1,565. Stop-Loss:* ₹1,520 (Daily close). Target:* ₹1,620+. Invalidation:* Sustained drop below ₹1,515. 2. L&T (Breakout Play): Massive order win provides a floor. Entry Zone:* On pullbacks toward ₹3,600–3,620. Stop-Loss:* ₹3,550. Target:* ₹3,750. Invalidation:* Close below ₹3,540. Risk Management: Use limited leverage today given the RBI policy looming. Position sizing should be 1-2% of capital per trade.

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🏬 Stanley Lifestyles – Sri Lanka Expansion • Opened its first Stanley Boutique Homes store in Sri Lanka. • The store has been launched in partnership with Singer (Sri Lanka) PLC. • The new showroom spans approximately 7,350 sq. ft. • The expansion strengthens Stanley Lifestyles' presence in international markets.

🏗️ Manglam Infra & Engineering Secures New Consultancy Contract • Received a ₹47.17 lakh order (excluding GST) from the Madhya Pradesh Rural Road Development Authority (MPRRDA). • Scope includes preparation of Detailed Project Reports (DPRs) for bridge projects under the PMGSY-IV scheme. • The assignment covers multiple locations in Barwani district, Madhya Pradesh. • Project execution timeline is 3 months. • The contract is a domestic infrastructure consultancy order aimed at supporting rural connectivity development.

🚨 FIIs Are Increasing Their Stake in These Stocks 👀📈 🔹 Kirloskar Oil Engines 🔹 RR Kabro 🔹 Astra Microwave 🔹 Shriram Pistons & Rings 🔹 GE Power India 🔹 Aegis Logistics 🔹 Afcons Infrastructure 🔹 Venus Remedies 🔹 Aditya Infotech 🔹 Sterlite Technologies

🏨 ORAVEL STAYS (OYO) FILES UDRHP FOR IPO • Hospitality major OYO has moved one step closer to its stock market debut by filing its UDRHP. 📅 UDRHP Filing Date: June 29, 2026 💰 Issue Size: ₹6,650 Cr 📖 Issue Type: Book Built Issue 🪙 Face Value: ₹1 per share 📈 Proposed Listing: NSE & BSE 🎯 Objects of the Issue: • Investment in subsidiary Oravel Stays Singapore Pte. Ltd. for repayment/prepayment of borrowings (in full or part) – ₹4,987.5 Cr • General corporate purposes 👥 Lead Managers: • Axis Capital Limited • Citigroup Global Markets India Pvt Ltd • Goldman Sachs (India) Securities Pvt Ltd • ICICI Securities Limited • InCred Capital Wealth Portfolio Managers • Intensive Fiscal Services Pvt Ltd • JM Financial Limited • SBI Capital Markets Limited 🚀 OYO’s IPO filing marks a significant step toward its long-awaited public market listing.

📉 Quality Stocks Near Attractive Levels After the Pullback 🔹 Cipla 🔹 Cummins India 🔹 Torrent Power 🔹 UNO Minda 🔹 Coromandel International

🌍 UNITED DRILLING TOOLS RECEIVES EXPORT ORDER FROM RUSSIA • United Drilling Tools has received a commercial export order from Trident East Limited, Russia • The order is for the supply of a Puma Connector, a key component used in the oil & gas industry • This is a trial order with a contract value of ₹9.53 Lakh • The execution period for the order is 30 days • The order further strengthens the company's presence in international markets and the oil & gas equipment segment

📊 Top Performing Stock Market Sectors (Last 1 Year) 🏆 Capital Markets ➜ +30% 🏘️ Realty ➜ +25–30% ⚙️ Metals ➜ +20–25% 🛡️ Defence ➜ +20%+ 🚗 Auto ➜ +15–20% ⚡ Energy ➜ +10–15% 🏦 Banking ➜ +8–12% 💊 Pharma ➜ +8–10% 🛒 FMCG ➜ +5–10%

Small-Cap Stocks with Strong Fundamentals & Growth Potential 📈 🔹 Netweb Technologies 🔹 Inox India 🔹 Anand Rathi Wealth 🔹 TD Power Systems 🔹 KIMS 🔹 Apollo Micro Systems 🔹 Astra Microwave 🔹 Sansera Engineering 🔹 Pricol 🔹 Shriram Pistons & Rings 🔹 Aeroflex Industries 🔹 Krishna Defence

⚓️ RAPPID VALVES BAGS ₹18.05 CR ORDER FROM BHEL • Rappid Valves (India) has received an order worth approximately ₹18.05 Cr (excluding taxes) from BHEL • The order is for the supply of valves and components for the Indian Navy's 5 Fleet Support Ships Programme • Supplies for the first three ships are expected to be completed within approximately one year • The remaining two ships are scheduled for execution by FY2027-28 • The order strengthens the company's presence in the defence and marine engineering segment

🏛️ GP Eco Solutions Delivers Explosive Growth 🚀 📈 Revenue jumps 68% to ₹414 Cr 💰 PAT surges 287% to ₹40 Cr 🎯 PAT Margin expands to 9.7% 📊 EPS rises 283% to ₹33.91 🏗️ Net Block grows 247% to ₹73 Cr 🔥 Despite strong earnings growth, valuation has compressed sharply with PE falling from 36.5x to 14.6x.

Stocks to Watch | Positive Wipro Eicher Motors Escorts Kubota Century Ply Harsha Eng Vedanta Hindalco NALCO Apar Industries Technocraft Ind V2 Retail Zydus Lifesciences Infosys

📊 VEERHEALTH CARE Q4 STANDALONE RESULTS • 🔴 Net Loss at ₹0.35 Cr vs loss of ₹0.10 Cr YoY, compared to profit of ₹0.40 Cr QoQ • 🚀 Revenue surged to ₹16.76 Cr, up 198.2% YoY and 130.9% QoQ • ✅ EBITDA stood at ₹0.73 Cr, a turnaround from loss of ₹0.16 Cr YoY, though down 40.7% QoQ • 📉 EBITDA Margin came in at 4.36% vs -2.85% YoY, but declined from 16.94% QoQ

⚡ 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗲𝗿 𝗢𝗶𝗹 𝗦𝘁𝗼𝗰𝗸𝘀 𝗧𝗼 𝗪𝗮𝘁𝗰𝗵 👀 📈 Key Listed Players: 1️⃣ Savita Oil Technologies Ltd 2️⃣ Panama Petrochem Ltd 3️⃣ Gandhar Oil Refinery (India) Ltd 4️⃣ Apar Industries Ltd 5️⃣ Engineers India Ltd 6️⃣ Hitachi Energy India Ltd 7️⃣ CG Power and Industrial Solutions Ltd

ROLEX RINGS APPROVES ₹180 CR BUYBACK 💰🛡️ • Board clears share buyback worth up to ₹180 Crore • Company to repurchase up to 1 Crore equity shares • Buyback price fixed at ₹180 per share • Shares carry a face value of ₹1 each • Buyback to be executed via the Tender Offer Route • Eligible shareholders will be able to tender shares on a proportionate basis

VIBHOR STEEL TUBES TAKES INFRASTRUCTURE EXPANSION STEP 🏭🔩 • Greenlights incorporation of a new wholly-owned subsidiary, Viyom Steel Infra Private Limited • Subsidiary planned in Hisar, Haryana • Business focus includes production of transmission towers, poles, and infrastructure steel solutions • Parent company to hold 100% stake with an investment of ₹10 lakh • Expected to enhance the company's footprint in infrastructure-oriented steel manufacturing • Subject to completion of regulatory formalities and approvals

🥃 BCL INDUSTRIES | EXPANSION & GROWTH UPDATE 🚀 🔹 Distillery capacity expanded to 900 KLPD with commissioning of a new 150 KLPD facility in Bathinda 🔹 Further capacity addition of 250 KLPD planned in Haryana 🔹 Paddy straw boiler project underway to enhance efficiency and lower energy costs 🔹 Strengthening premium portfolio with the launch of new liquor brands 🔹 New product sales rose 20% YoY, reaching 4.5 lakh cases in Q4 🔹 Strategic exit from the packaged edible oil segment to sharpen focus on core alcohol business 🔹 Set to acquire the remaining 25% stake in Svaksha Distillery by June-end, increasing ownership to 100%