Kalyan Jewellers India shares fell on Monday after media reported a domestic mutual fund may sell about 5 crore shares via a block deal at an 8–10% discount. The fund held 9.17% of the company, or roughly 9.5 crore shares, as of June 30, 2026. The reported sale follows a more than 50% rise in the stock over the past month and comes ahead of the company’s August 4 earnings. Citigroup has reiterated a Buy rating with a target price of ₹750, though the potential block sale raised concerns about near-term selling pressure.

Larsen & Toubro (L&T) is set to report Q1FY27 results, with brokerages expecting flat revenue and a slight year-on-year dip in EBITDA. Analysts say execution delays on overseas EPC projects, driven by the West Asia conflict, are the main drag. West Asia contributes 33% of L&T’s revenue and 37% of its order backlog, while supply-chain bottlenecks and higher insurance costs are also pressuring projects. Despite the softer quarter, analysts have largely maintained “Buy” ratings and view the weakness as a known risk playing out rather than a new development.

Juniper Green Energy Ltd has set a price band of ₹214–225 per share for its IPO, which opens for subscription on July 30 and closes on August 3. The offering is a ₹1,800 crore fresh issue. Proceeds will go toward debt repayment of ₹683.24 crore, prepayment of loans at subsidiaries totaling ₹728.69 crore, and general corporate purposes. The company is backed by AT Capital Group.

CocaCola has raised the effective unit price of canned Diet Coke in India by 13.6% after disruptions tied to the West Asia conflict constrained imports of aluminum cans via the Strait of Hormuz. The company has shifted to sourcing larger, more expensive cans from Southeast Asia, increasing per-unit packaging costs. India’s heavier reliance on aluminum cans has left Diet Coke more exposed, while products such as Coke Zero have not been affected because they are sold in multiple packaging formats. The development represents a direct supply shock catalyst for the aluminum commodity.

Brokerages stayed upbeat on InterGlobe Aviation after IndiGo posted a standalone net loss of ₹382 crore for the quarter ended June 30, with analysts blaming a sharp rise in fuel costs and forex headwinds rather than weaker demand. Aircraft fuel expenses surged 86% to ₹10,830 crore, while the airline also pointed to adverse currency movements and disruptions linked to the Middle East conflict. Revenue from operations rose 20% year on year to ₹24,584 crore, but fuel costs still made up 44.1% of revenue. Several brokerages kept “Buy” ratings, citing strong fare pass-through, while cutting FY27 profit forecasts to reflect higher crude oil prices and a weaker rupee.

Reliance Industries Limited is scheduled to report FY27 first-quarter results after market hours on July 17. Brokerages expect double-digit year-on-year growth in revenue, EBITDA and net profit, supported by stronger trends in Jio, retail and a recovery in the oil-to-chemicals (O2C) business. Equirus and Systematix have published forecast ranges for net sales, margins and profit, while also flagging potential year-on-year margin contraction. The projections follow a record FY26 March-quarter performance and come as RIL shares have underperformed the Nifty 50 so far in 2026.

Copper futures strengthened on Thursday, with LME copper up 2% to $13,456.22 per tonne. Comex September futures climbed around 2% to $6.22 per pound, while MCX July copper rose nearly 1% to ₹1,279.45 per kilogram. The moves were broadly attributed to expectations of a rebound in global industrial demand and continued cross-market buying.

US military strikes on Iran and reported Iranian retaliatory attacks on Bahrain and Kuwait escalated Middle East tensions. Brent crude rose 2.6% to $76.1 a barrel, pressuring energy-importing markets. India’s Sensex slid 591 points and the Nifty 50 fell 180 points to 24,218.70, with airlines, financials and autos among the weakest on higher import-cost concerns. The geopolitical shock weighed on expectations for energy supplies and risk appetite across emerging markets.

Ola Electric Mobility shares have fallen for a third straight session, taking the cumulative drop to more than 5%. Two suppliers—Sterling E-Mobility Solutions and Anevolve Mando eMobility—have filed insolvency petitions at the National Company Law Tribunal against Ola Electric Technologies over unpaid dues exceeding ₹40 crore. The vendors said payments have been overdue for more than 45 days, while Ola has raised concerns about parts quality. The dispute has sparked market concerns over the company’s liquidity and ability to continue as a going concern.