DATE14 Jul
NIFTY 24,052 ▼ 0.66%BANK NIFTY 57,462 ▼ 1.15%NIFTY IT 28,725 ▼ 1.00%NIFTY PHARMA 25,907 ▲ 1.03%NUVOCO 341 ▲ 7.85%AEGISVOPAK 281 ▼ 7.47%BIOCON 437 ▲ 6.41%CONCOR 493 ▲ 6.29%NEWGEN 554 ▼ 6.11%THERMAX 4,380 ▼ 6.09%WELSPUNLIV 165 ▼ 5.51%AEGISLOG 1,222 ▼ 5.50%ADANIPOWER 226 ▲ 4.97%MRPL 157 ▼ 4.72%NIFTY 24,052 ▼ 0.66%BANK NIFTY 57,462 ▼ 1.15%NIFTY IT 28,725 ▼ 1.00%NIFTY PHARMA 25,907 ▲ 1.03%NUVOCO 341 ▲ 7.85%AEGISVOPAK 281 ▼ 7.47%BIOCON 437 ▲ 6.41%CONCOR 493 ▲ 6.29%NEWGEN 554 ▼ 6.11%THERMAX 4,380 ▼ 6.09%WELSPUNLIV 165 ▼ 5.51%AEGISLOG 1,222 ▼ 5.50%ADANIPOWER 226 ▲ 4.97%MRPL 157 ▼ 4.72%
Morning brief · Wednesday, 15 July 2026

Keswani Haresh takes ₹370 crore Kama Holdings stake

Market pulse
Indian markets faltered as weakness in banking and technology stocks pulled the Nifty down to close at 24,052. Strength in the pharmaceutical sector, led by a sharp rally in Biocon, was not enough to offset the broader decline, which saw notable losses in stocks like Aegisvopak and Newgen.
From the investor's mind
One post worth your time, explained
Ishmohit Arora (SOIC)
@soicfinance · on X
Ishmohit Arora of SOIC notes a significant resurgence in the domestic pharmaceutical sector, highlighting that growth is returning in a big way. The Q1 Indian Pharmaceutical Market (IPM) data indicates a broad-based acceleration in domestic formulations, primarily driven by strong volume growth. This acceleration is particularly pronounced in chronic therapies, which continue to outperform other segments. Arora's key takeaway is that the domestic pharma market is experiencing a robust pickup in growth, propelled by these underlying factors.
Yesterday's big moves
Affle 3i Limited
Affle 3i LimitedNew Position
₹1,539Past year ▼ 22%M.cap ₹21,667 Cr
ICICI Prudential Mutual Fund
ICICI Prudential Mutual Fund entered Affle 3i Limited with 28,79,528 shares, a 2.05% stake in the company. The shares are worth ₹44.38 Cr at ₹1539.30 apiece.
Kama Holdings Limited
Kama Holdings LimitedNew Position
₹2,543Past year ▲ 1%M.cap ₹8,205 Cr
First Water
First Water initiated a new position in Kama Holdings Limited with 17,201 shares worth ₹4.40 crore at ₹2554.60 per share.
Kama Holdings Limited
Kama Holdings LimitedNew Position
₹2,543Past year ▲ 1%M.cap ₹8,205 Cr
Keswani Haresh
Keswani Haresh took a new position in Kama Holdings Limited with 14,41,467 shares, a 4.49% stake worth ₹369.59 Cr.
Dynamic Services
Dynamic ServicesIncreased
₹164Past year ▲ 14%M.cap ₹202 Cr
Destiny Logistics & Infra Limited along with pac
Promoter group Destiny Logistics & Infra Limited along with PAC bought 14,000 shares of Dynamic Services via open market, increasing its stake from 60.77% to 60.83%.
Kody Technolab
Kody TechnolabDecreased
₹1,263Past year ▲ 61%M.cap ₹1,056 Cr
Manav Subhashchandra Patel
Promoter Manav Subhashchandra Patel trimmed his stake in Kody Technolab from 66.14% to 63.50% by selling 3,77,500 shares via open market between July 9 and July 10, 2026.
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