India's $600M Electronics Push: Andhra Pradesh's Bold Move to Power Tech Manufacturing

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Russia has quietly but decisively reshaped India’s energy landscape. In FY22, it leapfrogged the U.S. to become India’s largest crude oil supplier a stunning rise from near-zero imports before the Ukraine war. By FY23, Russian crude made up nearly 19% of India’s oil basket, while U.S. imports dwindled to just 6%. But the shift goes beyond oil. Russia’s coal exports to India are now virtually equal to America’s, signaling a broader transformation in trade ties.

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Today’s Market Menu

▪️ Impact News

▪️ Markets

▪️ Everything else you need to know today

▪️ Special

▪️ Mindset

▪️ Stock Screener to up your game

IMPACT NEWS

Electronics Boom Incoming? Andhra Pradesh Bets $600M on Components

 📍Location: Andhra Pradesh
💸 Investment: $600 million
🎯 Objective: Turn India into a global electronics manufacturing hub

India’s semiconductor and electronics ambitions just got a major tailwind. Andhra Pradesh has approved a bold $600M incentive scheme aimed at attracting investments into electronic component manufacturing.

Why this matters:
While India has wooed global giants for chip fabrication, the real bottleneck lies in component-level supply chains capacitors, resistors, connectors the nuts and bolts of the industry. Without them, even the best fabs face delays and cost escalations.

What Andhra is offering:

• Subsidies for capital investment

• 100% stamp duty reimbursement

• Power tariff concessions

• Support for R&D and innovation

For EVs, IoT, and consumer electronics, this could be a game-changer. A more local and stable supply chain = faster prototyping, better unit economics, and less China dependency.

MARKETS

Indian markets witnessed a sharp pullback today, with the Sensex plunging 586 points to close at 80,599, and the Nifty 50 shedding 203 points, ending at 24,565, both reflecting cautious investor sentiment. Bank Nifty and Midcap 100 also saw red, down 344 and a steep 763 points respectively. Broader market weakness and profit booking dragged indices, signaling a jittery mood as global cues and valuation concerns keep traders on edge.
_{Closing figures as on 01.08.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Trent Jumped 3.2% due to continued buying interest post its Sensex inclusion. Index fund inflows and bullish momentum lifted the stock.

✅ Asian Paints Gained 1.46% as cooling crude prices improved margin outlook. Positive sentiment on festive demand also supported the upmove.

✅ HUL Surged 1.29% on strong Q1 earnings, driven by rural recovery and broker upgrades. Defensive buying kept the stock in demand.

✅ Nestle India Rose 1.28%, riding on FMCG sector strength. Despite losing Sensex spot earlier, it stayed resilient amid market volatility.

Top Losers

🔻 Sun Pharma Dropped over 4.5% after reporting a 20% YoY fall in Q1 net profit. Weak results and sector-wide pressure hit investor sentiment.

🔻 Dr Reddy’s Labs
Fell nearly 4% as U.S. tariff threats on Indian pharma exports spooked the market. Broader pharma weakness added to the decline.

🔻 Cipla Declined 3.3% amid the pharma sell-off triggered by global trade tension. No company-specific news, but sector drag persisted.

🔻 Adani Enterprises Lost 3.28% as profit booking and macro uncertainty pulled down heavyweight infra stocks. No fresh positive catalyst today.

Q4 RESULTS

^{Click on company name for result pdf} 

INDIA FRONTIER

Everything else you need to know today

🛑 Stonewalled: India’s Income Tax Department is hitting a roadblock in its probe Jane Street reportedly refuses to share server access or account books kept overseas, with barely any active staff onsite. With SEBI having already banned the firm over alleged index manipulation.

💥 Exposed: The Enforcement Directorate summons Anil Ambani in connection with an alleged ₹17,000 cr loan fraud, triggering a nearly 5% drop in Reliance Infrastructure and Reliance Power shares. Reliance Infra clarifies the actual exposure is ₹6,500 cr and says it’s fully recoverable via a court-monitored settlement.

🛡️ Shielded: Despite U.S. plans to impose at least a 25% steel and aluminium tariff, Tata Steel’s India-based operations remain largely insulated. Its lower export volumes and strategic supply chains in Europe and the Netherlands minimize the impact on profitability.

🚀 Ignition: LAT Aerospace, co-founded by Deepinder Goyal and Surobhi Das, is forming a Bangalore-based propulsion R&D team to build lightweight, flight-ready gas turbine engines entirely in India.

SPECIAL

Tata Motors - Iveco Buyout: A Bold Bet, But Will It Pay Off?

🚨 Deal Alert: Tata Motors is set to buy Iveco's truck and bus division for ₹38,000 crore (~$4.5B).
🚛 Why? To cement its presence in global commercial vehicles, especially in Europe.

At first glance, this seems like a strategic masterstroke diversifying revenues, gaining tech know-how, and global scale. But under the hood, there are red flags that could worry investors:

🔹 Debt vs Ambition: Tata Motors has just begun to pare down pandemic-era debt. A deal of this size risks stressing the balance sheet unless synergistic gains are swift.
🔹 Legacy Baggage: Iveco’s operations in Europe face rising EV compliance costs, a crowded competitive landscape, and labor union complexities.
🔹 Timing & EV Shift: The world is pivoting toward electrification. Investors wonder if acquiring legacy ICE assets is forward-thinking or a step backward.

Still, there’s a strategic lens to apply:
This could be Tata Motors’ JLR moment again a contrarian global bet that pays off big if execution matches ambition.

THE HANOOMAAN INSTITUTE

💰 Want to Build Wealth? Economists Say Buy These 5 Things (Yes, Buy!)

Most of us think wealth is about saving more. But what if building true wealth was about buying the right things?

According to behavioral economists and financial researchers, here are 5 smart purchases that actually make you wealthier over time:

1. Books and Education - Compounding doesn’t just apply to money; it applies to knowledge. Every good book is a dividend-paying asset.

2. Skills - Online courses, coaching, certifications these upgrade your income engine. Skill inflation beats price inflation every time.

3. Time-Saving Tools - Productivity apps, virtual assistants, even house help. Buying back your time lets you focus on high-leverage tasks.

4. Assets, Not Liabilities - Think stocks, ETFs, or income-generating digital products. Your money should work harder than you do.

5. Health Investments - A gym membership, therapy, or quality food. Long-term wealth requires a body and mind capable of sustaining it.

🔥 Takeaway:
Stop glorifying frugality alone. Smart wealth is about intentional spending that multiplies your earning capacity, not just minimizes your expenses.

Build wealth like an investor, not a hoarder.

SUPERCHARGE YOUR INVESTING SKILLS

STOCK SCREENER TO UP YOUR GAME

Growth without dilution
by - Pratyush

Number of equity shares <= Number of equity shares 10years back * 1.1  AND
Sales growth 10Years > 10% AND
Average return on capital employed 10Years > 10% AND
Market Capitalization > 100

Thanks for reading.

Until Sunday with our Startup Special!

Hanoomaan India Business team

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