Adani Group set to acquire Jaiprakash Associates for ₹12,000 Cr (Source: Bloomberg)

🧵Here’s why this deal matters ⬇️

1️⃣ Major Comeback Deal
First $1B+ acquisition post-Hindenburg saga (2023). Signals Adani’s return to aggressive expansion.

2️⃣ Deal Structure
💸 ₹3,500 Cr in cash
💼 ₹890 Cr retained in the company to support operations and continuity

3️⃣ Strategic Land Boost:
🧱 ₹2,600 Cr worth of YEIDA land (under dispute) may be absorbed—adds to Adani’s NCR land bank.

4️⃣ Infra Consolidation:
Strengthens Adani’s position in infra. Synergies expected across:

ADANIENT
ADANIPORTS
Adani Infra

5️⃣ Deal via IBC Route:
✅ Being evaluated under Insolvency & Bankruptcy Code
✅ Transparent and structured process

🔍 Takeaway
A big infra play that could reshape sector dynamics. Positive sentiment for key Adani Group stocks.

🚀 Hero Fincorp IPO Alert! 🚀

🏁 Fast-tracking to the finish line! 🏍️
Hero Fincorp is racing to get its IPO listed by 31 July!

📅 Tentative Dates: 24–28 July
💰 Issue Size: ₹3,358 Cr
🏷️ Expected Price: ₹1,400
📊 Market Cap at Issue: ~₹25,014 Cr

✨ Bonus for investors:
Hero Motocorp shareholders get a special shareholder quota! 🏆

राधे राधे जय श्री कृष्णा 🙏🏻🙏🏻

💥 Big Buzz on Yes Bank! 🏦🔥

🇯🇵 SMFG (Sumitomo Mitsui Financial Group) is eyeing:

💰 ₹9,200 Crore fresh investment in Yes Bank!
🔄 Plus ₹5,700 Crore in convertible bonds
📈 Wants to grab 5% stake from Carlyle & others!

⚡ Japanese giant betting big on India’s banking revival!

Just Dial reports its Q1 earnings;

👉Net Profit Up 13% At ₹160 Cr Vs ₹141 Cr (YoY)

👉Revenue Up 6.2% At ₹298 Cr Vs ₹281 Cr (YoY)

👉EBITDA Up 7.2% At ₹86.4 Cr Vs ₹80.6 Cr (YoY)

👉Margin At 29% Vs 28.7% (YoY)

BIG BREAKING ON SBI

SBI Likely to launch Rs 25000 cr QIP as early as today

LIC likely to be anchor investor with Rs 7000 cr BID

QIP pricing likely at Rs 790-800 per share

Sources

SBI yet to comment on story

JioBlackrock gets SEBI nod to launch 4 passive funds.

These funds are -

• JioBlackRock Nifty 8-13 yr G-Sec Index Fund

• JioBlackRock Nifty Smallcap 250 Index Fund

• JioBlackRock Nifty Next 50 Index Fund

• JioBlackRock Nifty Midcap 150 Index Fund

राधे राधे जय श्री कृष्णा 🙏🏻🙏🏻

Tech Mahindra reports its Q1 earnings;

👉Net Profit Down 2.23% At ₹1,141 Cr Vs ₹1,167 Cr (QoQ)

👉₹Revenue Down 0.25% At ₹13,351 Cr Vs ₹13,384 Cr (QoQ)

👉EBIT Up 7.18% At ₹1,477 Cr Vs ₹1,378 Cr (QoQ)

👉Margin At 11.1% Vs 10.5% (QoQ)

Add in Watchlist

Nifty Hedge Trade
25250 CE
25200 PE
Good @ 25-30
Target- 45-60-90
Sl- According To Your Risk Management

25200 PE 30 TO 40❤️😍

25200 PE 30 TO 50❤️😍

25200 PE 30 TO 60❤️😍

25200 PE 30 TO 70❤️😍

राधे राधे जय श्री कृष्णा 🙏🏻🙏🏻

Titan Q1 Business Update

👉International Business Up 49% (YoY)

👉Consumer Business Up 20% (YoY)

👉Watch Business Up 23% (YoY) & EyeCare Up 12% (YoY)

InfoEdge Q1 Update

Standalone Billings Up 11.23% At ₹644.2 Cr Vs ₹579.4 Cr YoY

Recruitment Billings Up 9%, Real Estate Billings Up 16% YoY

Source CNBC TV18

Nuvama shares up 4% after rumours of a potential $1.6 billion by CVC Capital, Permira and EQT.

Stock was down 12% on SEBI banning Jane Street.

Ola Electric reports its Q1 earnings:

👉Net loss at ₹428 cr vs loss of ₹347 cr (YoY)

👉Revenue down 50% at ₹828 cr vs ₹1,644 cr (YoY)

👉EBITDA loss at ₹237 cr vs EBITDA loss of ₹205 cr (YoY)

Every 10 Years... NIFTY becomes SENSEX?

Look at this interesting pattern

🗓 In 2004
Nifty ~ 2000
Sensex~6500

🗓 In 2014
Nifty ~ 6500
Sensex~22000

🗓 In 2024
Nifty ~ 22000
Sensex~72000

If the pattern continues...
2034?
Will Nifty ~72000❓️

Is it just coincidence or compounding at work?

Both indices have tripled roughly every 10 years.

🔍 Past performance future returns. But trends do tell a story.