Indian stock markets are expected to begin Wednesday’s session on a positive note, supported by favourable global cues, easing inflation concerns in the US and strong gains across Asian markets.

Global Tailwinds, Q1 Earnings Season and Corporate Developments to Drive Dalal Street Action on July 15

Indian stock markets are expected to begin Wednesday’s session on a positive note, supported by favourable global cues, easing inflation concerns in the US and strong gains across Asian markets.

The domestic market sentiment received a boost after a surprise slowdown in US inflation reduced expectations of further interest rate hikes by the US Federal Reserve. Lower inflation pressure has improved investor confidence globally, leading to gains in equities, particularly emerging markets.

The GIFT Nifty indicated a positive opening, trading around 24,044, higher by nearly 30 points or 0.12% in early trade.

However, investors are likely to remain selective as market movement will be influenced by multiple factors, including:

Q1FY27 earnings announcements
Global technology sector developments
Crude oil prices
Geopolitical tensions
Company-specific news flow

Global Market Support Boosts Investor Sentiment

Global markets witnessed renewed optimism after US inflation data came in below expectations, reducing concerns over aggressive monetary tightening.

Asian markets traded higher during early hours:

South Korea’s KOSPI: Up nearly 6%
Japan’s Nikkei: Up around 0.4%
Hong Kong’s Hang Seng: Up approximately 1.15%

Overnight performance on Wall Street remained positive:

Nasdaq Composite: Gained 0.9%
S&P 500: Advanced 0.4%

The improvement in global risk appetite is expected to provide support to Indian equities.

Crude Oil and Middle East Tensions Remain Key Factors

Despite positive equity market sentiment, crude oil remains a key area of concern.

Brent crude futures traded above $86 per barrel, after gaining more than 12% during the week due to renewed Middle East tensions.

Markets received some relief after the US abandoned plans to impose a 20% shipping fee on vessels passing through the Strait of Hormuz.

However, geopolitical uncertainty continues after additional measures against Iran and threats of further action if diplomatic discussions fail.

Higher crude prices remain a risk for:

Inflation outlook
Corporate margins
Import costs
Currency stability

Stocks to Watch Today: Major Companies in Focus

1. Groww: Q1FY27 Results in Focus

Digital investment platform Groww is among the key companies scheduled to announce its quarterly results.

Investors will closely monitor:

Revenue growth
Customer acquisition
Trading activity
Brokerage income
Profitability trends

As India’s retail investing ecosystem continues to expand, Groww’s performance will provide insights into the growth trajectory of digital financial platforms.

2. Ather Energy: Hero MotoCorp Announces Additional Investment

Electric two-wheeler manufacturer Ather Energy will remain in focus after Hero MotoCorp announced an additional investment of up to ₹1,000 crore through equity infusion.

The investment highlights increasing confidence in India’s electric vehicle sector.

The development could support Ather Energy’s plans related to:

Manufacturing expansion
Product development
Battery technology
Market penetration

The EV sector remains a key long-term growth theme as adoption accelerates in India.

3. IT Stocks: Sector Under Pressure After IBM Weak Outlook

Indian IT stocks are expected to remain in focus after global technology shares witnessed selling pressure following weak guidance from IBM.

Concerns around:

Slower enterprise software spending
Delayed technology investments
AI-related disruption

have created caution among investors.

The market will closely track management commentary from Indian IT companies regarding:

AI opportunities
Deal pipeline
Demand recovery
Pricing environment

4. L&T Technology Services: Strong Q1 Performance Supports Stock

L&T Technology Services reported strong Q1FY27 numbers.

Quarterly Highlights

Net Profit: ₹352 crore
Growth: 17.4% YoY
Revenue: ₹2,940 crore
Growth: 11.5% YoY

The company also announced a partnership with Anthropic to accelerate AI-led engineering solutions.

The AI opportunity could become an important growth driver for the engineering services business.

5. Tata Elxsi: Profit Rises Despite Slow Revenue Growth

Tata Elxsi reported:

Net profit growth: 18.2%
Profit: ₹170.6 crore

However, revenue growth remained muted:

Operating revenue growth: 2.8%

Investors will focus on future growth visibility, particularly across:

Automotive technology
AI solutions
Digital engineering services

6. Delhivery: RBI Approval for Financial Services Business

Delhivery received approval from the Reserve Bank of India for its wholly owned subsidiary:

Delhivery Financial Services Private Limited

The subsidiary received a Certificate of Registration (CoR) to operate as a Type I NBFC-ND.

The move could allow Delhivery to explore financial service opportunities linked with its logistics ecosystem.

Potential opportunities include:

Supply chain financing
SME lending solutions
Logistics-linked financial products

7. HDFC Life, HDFC AMC, Union Bank Among Companies Reporting Results

The earnings calendar remains busy with several major companies announcing Q1FY27 results.

Key companies include:

HDFC Life Insurance Company
HDFC Asset Management Company
Union Bank of India
ICICI Lombard General Insurance
HDB Financial Services
Angel One
Mangalore Refinery and Petrochemicals

Investors will track:

Earnings growth
Margin trends
Asset quality
Management outlook

8. J&K Bank: Stake Sale in PNB MetLife

Jammu and Kashmir Bank plans to divest a 0.50% stake in PNB MetLife India Insurance Company.

The transaction details:

Sale price: ₹117.20 per share
Total transaction value: ₹120.09 crore

The move is expected to help the bank streamline its investments.

9. Jain Resource: Manufacturing Facility Fire Incident

Jain Resource Recycling reported a fire incident at its manufacturing facility located in Tamil Nadu.

The company confirmed:

One worker died in the incident
Damage assessment is underway

Investors will monitor the operational impact of the incident.

10. Texmaco Rail: CFO Resigns

Texmaco Rail & Engineering announced the resignation of Chief Financial Officer Kishor Kumar Rajgaria due to personal reasons.

The company is expected to provide further updates regarding management changes.

11. Easy Trip Planners: Tourism Partnership With Jharkhand

EaseMyTrip signed a strategic MoU with the Department of Tourism, Government of Jharkhand.

The partnership aims to promote tourism opportunities and increase travel activity in the state.

12. Jubilant FoodWorks: Receives GST Demand Notice

Jubilant FoodWorks received a GST demand notice worth:

₹46.9 crore

The company disclosed the development through a regulatory filing.

13. Shriram Finance: Board to Consider NCD Fundraising

Shriram Finance board will consider fundraising through Non-Convertible Debentures (NCDs) on July 24.

The move could strengthen the company’s borrowing resources.

14. Kirloskar Brothers: Receives Large Export Order

Kirloskar Brothers subsidiary SPP Pumps secured a significant international order.

Order Value

GBP 11.7 million

The order from Saipem Offshore Construction SPA includes supply of:

Vertical pumps
Spare parts

The development strengthens the company’s overseas business pipeline.

Smart Investment Market Outlook

Indian markets are likely to start Wednesday’s session with a positive bias as global sentiment improves after softer US inflation data.

However, investors should remain cautious as market direction will depend on:

Earnings outcomes
Crude oil movement
Global interest rate expectations
Corporate announcements

Key Themes to Watch Today

📌 IT stocks amid global technology weakness
📌 Q1FY27 earnings momentum
📌 Electric vehicle sector developments
📌 Logistics and financial services expansion
📌 Energy price volatility