WhaleWatch

DATE27 Jul

NIFTY 23,996 ▲ 0.96%BANK NIFTY 57,087 ▲ 0.69%NIFTY IT 29,442 ▲ 2.34%NIFTY PHARMA 25,946 ▲ 1.56%CARTRADE 2,978 ▲ 12.13%KFINTECH 949 ▲ 10.67%RKFORGE 625 ▲ 7.71%REDINGTON 278 ▲ 7.37%SAGILITY 43 ▲ 7.10%LAURUSLABS 1,713 ▲ 7.01%CONCOR 510 ▲ 6.90%TBOTEK 1,519 ▲ 6.31%CAPLIPOINT 2,621 ▲ 6.25%LATENTVIEW 314 ▲ 6.01%NIFTY 23,996 ▲ 0.96%BANK NIFTY 57,087 ▲ 0.69%NIFTY IT 29,442 ▲ 2.34%NIFTY PHARMA 25,946 ▲ 1.56%CARTRADE 2,978 ▲ 12.13%KFINTECH 949 ▲ 10.67%RKFORGE 625 ▲ 7.71%REDINGTON 278 ▲ 7.37%SAGILITY 43 ▲ 7.10%LAURUSLABS 1,713 ▲ 7.01%CONCOR 510 ▲ 6.90%TBOTEK 1,519 ▲ 6.31%CAPLIPOINT 2,621 ▲ 6.25%LATENTVIEW 314 ▲ 6.01%

Morning brief · Tuesday, 28 July 2026

After a 311 percent rally, what’s next for Bhagyanagar India

Market pulse

Indian markets surged to close a strong session, with the Nifty closing just shy of the 24,000 mark as technology and pharmaceutical stocks outperformed. Amid the broad rally, standout performers included Cartrade and Kfintech, which posted double digit gains.

From the investor's mind

One post worth your time, explained

@ShashankUdupa1 · on X

Ganesha Ecosphere, a prominent Indian company, currently recycles between 16% and 18% of India's PET bottle waste, having already processed over 8 billion bottles. This makes them a major player in the country's recycling ecosystem. Starting in FY26, a new policy mandates that downstream polymer products must incorporate a minimum of 30% recycled plastic, a figure set to increase to 60% by FY29. Shashank Udupa highlights how this regulatory change could become a significant growth catalyst for companies like Ganesha Ecosphere, driving substantial demand for recycled plastic content.

Word in the street

What the wider market is buzzing about

Bhagyanagar India Limited

₹411Past year ▲ 311%M.cap ₹1,338 Cr

After a stunning 311.27 percent rise over the past year, Bhagyanagar India Limited has captured the market's attention. The company, now valued around 1,338 crore, is at the center of a debate on its profitability. Some investors believe it is positioned to become the most profitable copper company on a per-tonne basis among its listed peers, citing a strong first quarter EBITDA of 72,000 per tonne. This has sparked discussions about its leadership in profitability across the sector. However, other market participants have raised questions, pointing to a quarter-on-quarter volume degrowth in the first quarter and wondering when the stock might exit regulatory surveillance measures.

Yesterday's big moves