India’s ₹50,000 Cr Green Revolution: Farmers & Renewables Set for Boost!

Welcome Back Investor!

India’s banking behemoth SBI just greenlit a massive ₹20,000 crore raise via Basel III bonds think of it as stacking ammo for the next lending surge. With market confidence riding high (stock up 1.7% post-announcement), this move could supercharge infrastructure financing and unlock liquidity for startups seeking big-ticket funding.

Let’s dive in!

But before we start!

If you find the contents of this email useful, subscribe now & share with your friends.

Today’s Market Menu

▪️ Impact News

▪️ Markets

▪️ Everything else you need to know today

▪️ Special

▪️ Mindset

▪️ Stock Screener to up your game

IMPACT NEWS

⚡ India’s ₹50,000 Crore Bet on Green Growth: Agriculture & Renewables in Focus

In a major policy stride, the Indian Cabinet has cleared over ₹50,000 crore in fresh outlays channeling massive support into two critical sectors: agriculture and renewable energy.

📌 What’s New:

• ₹38,000 crore+ allocated under the PM Sarodiya Yojana, aiming to install solar rooftops in 1 crore households cutting power bills and boosting decentralized energy access.

• A new scheme for Bio-manure and Nano-Urea underlines the government's shift toward sustainable farming inputs.

• Strengthened focus on micro-irrigation, warehousing, and climate-resilient farming practices.

💡 Why This Matters:
This isn’t just a rural push. It’s a strategic pivot to climate-smart economics:

• Reduces India’s dependency on fossil fuel-based electricity

• Builds rural income by slashing power costs for farmers

• Encourages efficient, organic farming inputs that safeguard long-term soil health

By bundling agriculture and renewable energy in one policy arc, India is linking food security and energy self-reliance a smart move in a world grappling with supply shocks and climate volatility.

MARKETS

Indian stock market showed mild but positive momentum across major indices. The Sensex edged up 63.57 points to close at 82,634.48, while the Nifty 50 gained 16.25 points, ending at 25,212.05. Banking stocks led the charge, with Nifty Bank soaring 162.30 points (+0.28%) to reach 57,168.95. Meanwhile, Nifty Midcap 100 inched up by 8.00 points, signaling subdued midcap action. Despite modest gains, the market mood stayed optimistic, backed by steady investor interest and strong sectoral support particularly from financials.
_{Closing figures as on 16..07.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Mahindra & Mahindra (M&M) +2.17% Outperformed auto peers like Hero and Ashok Leyland as investors cheered a rebound in the broader auto sector and aggressive buying in the space.

✅ Wipro +2.10% Jumped ahead of its Q1 earnings report, drawing strength as investors positioned for potential optimism despite lingering caution in the U.S. tech spend environment.

✅ Tech Mahindra +1.83% Gained on upbeat sentiment around its Q1 earnings: a 34% YoY profit jump and 2.7% revenue growth, which although just shy of estimates beat the broader mood and outpaced many peers.

✅ SBI +1.87% Surged after its board green‑lit plans to raise ₹20,000 crore through Basel-III–compliant bonds. Investors interpreted this move as a strong capital-boost signal, supporting further expansion and lending capabilities.

Top Losers

🔻Shriram Finance - 2.35% Lagged as markets priced in caution ahead of its July 25 board meeting, where Q1 results and strategic updates are expected. Technically, the stock broke short-term support levels, triggering algorithmic and discretionary sell-offs.

🔻 Eternal -1.54% & Sun Pharma -1.53% Both pharma names pulled back amid sector-wide profit-booking. Eternal shed ~1.5% with no specific news catalyst, while Sun Pharma corrected as valuations cooled after recent highs.

🔻 Tata Steel -1.05% Metals lagged behind, dragged down by a strong U.S. dollar and weak global demand cues. Tata Steel’s decline mirrors a broader -0.6% drop in the metal index.

Q4 RESULTS

^{Click on company name for result pdf} 

INDIA FRONTIER

Everything else you need to know today

🏦 Capital Surge: While India-U.S. trade talks remain stalled, Donald Trump isn’t sweating it. In classic Trumpian flair, he confidently hinted at gaining "access into India" despite no deal being finalized.

🏨 Hospitality Boom: India’s ITC Hotels turned up the heat this quarter, reporting a strong profit jump driven by robust room bookings and leisure travel demand. With domestic tourism booming and premium occupancy climbing.

⚒️ Boardroom Showdown: Things could get heated in tomorrow’s boardroom showdown. Government-nominated directors at Hindustan Zinc are gearing up to press the management on its ties with Vedanta.

🤝 Access Pending Cooling solutions giant Amber is plotting a major financial double-play up to ₹3,000 crore via a QIP and an IPO of its subsidiary, ILJIN Electronics. If executed well, this could sharpen its edge in a highly competitive electronics ecosystem.

SPECIAL

📊 NSDL IPO: Will It Overtake CDSL or Just Catch Up?

As the SEBI deadline looms, NSDL India’s first and largest depository is gearing up for its long-awaited IPO. But with CDSL already a market darling, the big question is: how do the two stack up?

🧾 Market Snapshot:

• NSDL handles ~89% of total demat custody value but only 36% of total demat accounts.

• CDSL, the younger sibling, has surged ahead in sheer number of accounts (~85 million+) driven by retail investor onboarding and seamless tech integration.

🔍 Key Differentiators:

• NSDL dominates institutional custody (think big-ticket investments and ETFs), while CDSL thrives in the retail segment, with simpler APIs and faster onboarding.

• NSDL's revenues are more concentrated and tied to large investors, while CDSL’s wide retail base offers recurring micro-fees and greater diversification.

⚖️ IPO Outlook:
NSDL’s IPO could bring balance to investor portfolios currently overweight on CDSL but questions remain around growth strategy, tech agility, and retail penetration.

This IPO isn't just about valuation it's a vote on who’s better positioned for India’s next 100 million investors.

THE HANOOMAAN INSTITUTE

💼 AI Disruption Ahead: 5 White-Collar Jobs at Risk in the Next 5 Years

AI isn’t just reshaping factories it’s quietly coming for the cubicles too. A recent breakdown by the five white-collar roles most vulnerable to AI disruption by 2030:

1. Paralegals & Legal Assistants: AI legal tools are reviewing contracts, drafting documents, and even predicting outcomes faster and cheaper than junior staff.

2. Accountants & Auditors: With platforms automating reconciliations, tax filings, and financial reporting, manual number-crunchers may find themselves sidelined.

3. Customer Support Reps: Voice AI, chatbots, and LLM-powered service tools are now handling complex queries 24/7 no coffee breaks needed.

4. Journalists & Content Writers: AI is generating everything from headlines to full articles. Human writers will need to evolve into editors, analysts, or brand voices.

5. Market Research Analysts: Data models are pulling real-time insights at a pace no survey could match forcing analysts to shift from data-gathering to strategic interpretation.

🚀 The Upside?
These roles aren’t disappearing they’re transforming. Adaptability, creativity, and emotional intelligence will be the new resume power moves.

Don’t fear AI. Train it. Lead it. Use it.

SUPERCHARGE YOUR INVESTING SKILLS

STOCK SCREENER TO UP YOUR GAME

Price Volume Action
by - Pratyush

Volume 1week average > Volume 1year average * 5 AND
Return over 1week > 5 AND
Market Capitalization > 50

Thanks for reading.

Until tomorrow!

Hanoomaan India Business team

Content, news, research, tools, and securities symbols are for educational and illustrative purposes only and do not imply a recommendation or solicitation to buy or sell a particular security or to engage in any particular investment strategy. More details click here