Good morning!Markets On Home TurfThe NSE Nifty 50 and BSE Sensex ended in the green on Tuesday even as many traders remained on the sidelines awaiting clarity on US and India trade deal. Kotak Mahindra Bank and HDFC Bank Ltd. were top contributors to the NSE Nifty 50 index.The Nifty 50 ended 61.20 points or 0.24% higher at 25,522.50, and the BSE Sensex ended 270.01 points or 0.32% higher at 83,712.51.In the last hour, the Sensex rose 0.40% to the day's high of 83,776.81, and the Nifty 50 rose 0.31% to the day's high of 25,540.65.Stock Market Highlights: Nifty Reclaims 25,500 In Last-Hour Surge, Sensex Ends 270 Points Higher Earnings Post Market5Paisa Capital (YoY)Net Profit down 42.6% at Rs 11.5 crore versus Rs 20.1 crore.Total Income down 24% at Rs 77.7 crore versus Rs 102 crore.Stocks In NewsPharma Stocks: Shares of companies like Gland Pharma Ltd., Aurobindo Pharma Ltd., Dr. Reddy's Laboratories Ltd., Zydus Lifesciences Ltd., Lupin Ltd., Glenmark Pharmaceuticals Ltd., Sun Pharmaceuticals Industries Ltd., Cipla Ltd., Torrent Pharmaceuticals Ltd. will be in focus on Wednesday after US President Donald Trump threatened to slap 200% tariffs on pharmaceutical products.Gujarat Pipavav: The company in its quarterly business update reported a slight dip in its container's cargo volume, decreasing by 0.6% year-over-year to 1.64 lakh TEUs. Dry bulk cargo volume remained stable in first quarter, holding flat year-over-year at 0.55 MMT. Liquid cargo volume experienced a notable increase in first quarter, rising to 0.41 MMT compared to 0.34 MMT in the same period last year.JSW Steel: The company's consolidated crude steel production for the first quarter of fiscal 2026 stood at 7.26 million tonnes. The crude steel production was higher by 14% year-on-year. However, it was lower by 5% quarter-onquarter primarily due to planned maintenance shutdowns of blast furnaces during the quarter.Tata Steel: The company reported a slight year-on-year dip in crude steel production to 5.26 MT in the first quarter of fiscal 2026, while deliveries declined by 3.8% to 4.75 MT due to maintenance shutdowns at Jamshedpur and Neelachal Ispat Nigam. Union Bank of India: The bank has demonstrated a steady business performance as of June 30, with its total business reaching 22.1 lakh crore, marking a 5% year-on-year growth. This expansion was driven by a 3.6% year-on-year increase in total deposits, reaching 12.4 lakh crore, with domestic deposits contributing significantly to this figure. Isgec Heavy: The company has appointed Kishore Chatnani and Sanjay Gulati as the joint managing director, effective from Oct. 1.Union Bank Q1 Update: Total Business Rises 5%, Domestic Retail Advances Up 26%Varroc Engineering: The company and its arm VarrocCorp Holding received an $66.4 million arbitration order from ICC International Court. The order was initiated by Opmobility lighting holding pertaining to alleged breaches of covenants under SPA executed in April 2022. Shalby: The company in an agreement with Shree Vaishnav Vidyapeeth Vishwavidyalaya, Indore will launch a healthcare management program.Zee Entertainment: The company's shareholders approved the appointment of Saurav Adhikari as the non-executive, non-independent director and Divya Karani as the non-executive, independent director.Ashoka Buildcon: The company's arm has submitted Rs 1,391 crore financing documents to NHAI for the development of four lane corridor.Asha Minechem: As directed by the Hon’ble ITAT, Mumbai, the assessing officer verified all supporting documents and concluded that the adjustment amounting to Rs 259.20 crore, was not in accordance with the law. JSW Steel Q1 Update: Crude Steel Production At 7.26 Million TonnesBengal and Assam: The company has allotted 1.07 lakh shares to the eligible shareholders of Umang Dairies.Epack Durable: The company has begun the commercial production of washing machines at its Andhra Pradesh plant. The development boosts EPACK’s presence in the white goods segment and supports its long-term revenue growth.Seamec: The company has secured a Rs 39.2 crore offshore repair contract from ONGC. The project involves repair and replacement of Spider Deck Members, with execution starting from Oct. 16, 2025, and completing within 90 days.Quality Power: The company has formalised a term sheet to raise its investment stake in Nebeskie Labs from 14.5% to 26%.Dixon Technology: The company has established a 50:50 joint venture named Lightanium Technologies in partnership with Signify Innovations.Signature Global: The company reported a pre-sale of Rs 2,640 crore during the first quarter of fiscal 2026, a decline of 15% year-on-year. During the quarter, the average sales realisation stood at Rs 16,296 per sq. ft. in first quarter of fiscal 2026 as against Rs 12,457 per sq. ft. in the financial year 2025.Tata Steel Q1 Update: Domestic Production Flat, Delivery Volumes FallRVNL: The company has appointed Zaigham Ali Khan as the chief vigilance officer.Supreme Industries: The company has secured an Rs 54 crore order from BPCL for the supplying 2,00,000 units of 10 Kg composite LPG cylinders.NTPC: The company's arm has commissioned Unit II (250 megawatt) of the tehri pumped storage project, effective from July 10. With this, the arm's total commercial capacity has increased to 2,747 MW.Puravankara: The company has been selected as the developer for the re-development of eight residential societies in Mumbai. The estimated gross development value stands at Rs 2,100 crore.Ola Electric: The company has announced the mass rollout of its MoveOS 5 software. MoveOS is the company's proprietary and in-house developed software for both its S1 range of scooters and the recently launched Roadster X motorcycles. Mufin Green Finance: The company has approved raising funds worth Rs 55 crore through Non-Convertible Debentures.Ola Electric Commences Rollout Of Latest Software Update 'MoveOS 5'Oriental Rail: The company has received Rs 9 crore order from Indian Railways to manufacture seats and berths from and 2.45 crore order for its Chennai division to supply seats and berths. CAMS: The company has launched the CAMSPay’s, a new payment gateway to tackle the real challenges faced by businesses navigating India's rapidly evolving payment landscape.Oswal Agro Mills: Vishnu Prasad Muddana has resigned from the position of chief financial officer.Tata Motors: Tata Group's global wholesales, including Jaguar Land Rover, saw a 9% year-on-year drop, totaling nearly 3 lakh units. Commercial vehicles, along with the Tata Daewoo lineup, registered 87,569 units, marking a 6% decline compared to the same period last year. Passenger vehicle wholesales also fell 10% to 1.25 lakh units' year-on-year.Deccan Gold Mines: The company is on the track to commission its project in Kyrgyzstan.KDDL: The company and its wholly owned subsidiary, Mahen Distribution acquired an additional equity share of Ethos, a material subsidiary of the company, through subscription to the rights issue.Tata Motors Q1 Business Updates: Global Wholesales Decline 9%Bajel Projects: The company is investing Rs 170 crore to expand capacity at its Ranjangaon facility in order to meet internal demand and market sales. The expansion aims to boost galvanisation capacity from 40,500 MTPA to 1.1 lakh MTPA.Godawari Power: The company has acquired 100% stake of Godawari new energy.Jagsonpal Pharmaceuticals: Sachin Jain has ceased to be the chief financial officer of the company consequent to his release from the services during the probation period.Jaiprakash Associates: The adjourned meeting has been convened on July 8.Agarwal Industrial: The company has approved the proposal for the acquisition of 100% stake in Konkan Storage Systems for Rs 22 crore.NBCC: The company has received RBI's approval to invest AED 1 million in overseas arm NBCC overseas real estate LLC.Synergy Green: The company has received development order for 3.3 MW turbine parts from Adani Wind. The order book is projected to double to Rs 40 crore in fiscal 2026 from Rs 20 crore in fiscal 2025.IDBI Bank: The bank has been served a strike notice by three major unions namely the All-India Bank Employees' Association, All India Bank Officers' Association and the Bank Employees Federation of India in support of a range of demands put forth by their members.KPI Green Energy: The government has approved the incorporation of special purpose vehicle 'KPIN Clean Power Four LLP.Trump Threatens 200% Tariff On Pharma Imports; Slaps 50% Levy On CopperSeamec: The charter hire period for the vessel SEAMEC II has been extended from July 24, 2025, to Feb. 2, 2026.Capri Global Capital: The company has allotted NCDs worth Rs 100 crore through private placement basis.Thermax: Garden Silk Mills and First Energy Private will subscribe to 4.94 crore and 8.4 crore shares respectively in Arm First Energy 11 Private. Following this transaction, Arm First Energy 11 Private will no longer remain a wholly owned step-down subsidiary of the company.Welspun Enterprises: The Civil Judge has rejected OSRTC’s challenge and upheld the arbitral award in favor of Arm ABTPL. As a result, Arm ABTPL is set to receiveBEL Inks Deal With Indian Navy For Maritime Domain Awareness ProjectListing DayCrizac: The company's shares will debut on the stock exchange on Wednesday at an issue price of Rs 245 apiece. The Rs 860-crore IPO was subscribed 60 times on its third and final day. IPO OfferingTravel Food Services: The public issue was subscribed to 0.25 times on day 1. The bids were led by Qualified institutional investors (0.18 times), non-institutional investors (0.24 times), retail investors (0.28 times) and reserved for employees (0.73 times).Bulk DealsELGI Equipments: SBI Mutual Fund bought 18.12 lakh shares (0.57%) at Rs 532 apiece.Indian Shelter Finance: Kotak Mahindra MF bought 45.28 lakh shares (4.19%) at Rs 850.87 apiece, while Nexus Opportunity Fund II sold 13.28 lakh shares (1.23%) at Rs 850.85 apiece, Nexus Ventures III sold 36.71 lakh shares (3.4%) at Rs 850.88 apiece.Trading TweaksEx-Dividend: Sundaram Finance, SJS Enterprises, SML Isuzu, Mphasis, Johnson Controls Hitachi, Kabra Extrusion, Pfizer.F&O CuesNifty July Futures up by 0.34% to 25,625 at a premium of 103 points.Nifty July futures open interest up by 0.49%.Nifty Options July 10 Expiry: Maximum Call open interest at 26,000 and Maximum Put open interest at 25,400.Securities in ban period: RBL Bank.Currency & Bond Markets UpdateRupee closed 16 paise stronger against US Dollar at 85.70. The local currency had closed at 85.86 a dollar on Monday. The benchmark yield on the 10-year bond settled seven basis points higher at 6.37% on Tuesday.Rupee Closes Stronger Against US Dollar. Read more on Markets by NDTV Profit.