DATAPATTERNS

1 deep-dive · 4 policy notes

Deep-dive research

BEL:HAL:BDL:BEML:PARAS:DATAPATTERNS:TRIDENT:WELSPUN:PAGEIND:DRREDDY2026-07-07

Policy Pulse — Ministries — 07 Jul 2026

DAC approves ₹52,000 Cr defence procurement (BEL, HAL, BDL, PARAS). India-EU FTA legal scrubbing accelerated — textile/pharma boost (TRIDENT, WELSPUN, DRREDDY). SEBI buyback cap at 15% from Aug 1. SEZ RoDTEP extension.

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Mentioned in Policy Pulse

TCS:INFY:ITC:COALINDIA:HAL:BEL:BHARAT DYNAMICS:DATAPATTERNS:APOLLO MICRO:PARAS DEFENCE2026-07-16

Policy Pulse — Ministries — 16 Jul 2026

SEBI buyback amendment (Aug 1) positive for cash-rich TCS, INFY, ITC. DAC clears ₹52K cr defence — buy HAL, BEL, BDL, Data Patterns, Apollo Micro.

policy-pulsesebidefencedacministries

TCS:INFY:WIPRO:HCLTECH:SUNPHARMA:DRREDDY:CIPLA:DIVISLAB:WELSPUN:TRIDENT:VARDHMAN:TATASTEEL:JSWSTEEL:HAL:BEL:DATAPATTERNS:APOLLOMICRO2026-07-13

Policy Pulse — Modi — 13 Jul 2026

India rejects rushed US trade deal — demands tariff edge over China. Risk of steeper tariffs later this month. IT (TCS, INFY) and textiles (WELSPUN, TRIDENT) exposed. HAL receives 7th GE engine — Tejas Mk1A programme gains momentum.

policy-pulsemodiindiatradetariffs

RELAXO:BATAINDIA:METROBRAND:HDFCBANK:ICICIBANK:SBI:BAJFINANCE:NSE:BSE:MCX:HAL:BEL:MAZDOCK:COCHINSHIP:APOLLOMICRO:DATAPATTERNS:IDEAFORGE:SOLARINDS:PARASDEF:NBCC:IRCON:RVNL:LT:TITAGARH2026-07-10

Policy Pulse — Ministries — 10 Jul 2026

RBI's new collateral norms (100% margin on bank guarantees to brokers) squeeze trading volumes since Jul 1. SEBI revives open-market buyback route effective Aug 1. SEBI reforms ETF pricing framework. Defence Ministry confirms ₹2L Cr contract signing target for FY26. NBCC reports ₹1.2L Cr order book.

policy-pulseministriesindiasebirbi

RELAXO:BATAINDIA:TATAMOTORS:NIBE:APOLLO MICRO:DATAPATTERNS:IDEA FORGE:HDFCBANK:ICICIBANK:SBI2026-07-09

Policy Pulse — Ministries — 09 Jul 2026

DPIIT amends footwear QCOs (legacy stock clearance extended to 2027). Army fast-tracks ₹1,500Cr drone procurement — Tata/Nibe win. Apollo Micro nears ₹2,500Cr Premier Explosives acquisition. RBI injects ₹5.6L Cr liquidity.

policy-pulseministriesdpiitfootweardefence