TVSMOTOR:BAJAJ-AUTO:MARUTI:DIXON:AMBER:KAYNES:SOLARINDS:HAL:BEL:TCS:INFY:ITC:COALINDIA:ONGC:HDFCBANK:INDIGO:SPICEJET:DIVISLAB:CIPLA:SONACOMS2026-07-21
Policy Pulse — Modi/India Govt — 21 Jul 2026
Nifty ends at 24,187.70 (-0.21%). TVS Motor (+51% PAT) & Bajaj Auto (+42% PAT) lead auto Q1; Govt shortlists 230 products for import substitution (89B); Maruti hikes prices ₹30K from Aug; SEBI operationalises buyback freeze. Crude at 9/bbl weighs. Impact: 🟢 BUY TVS, BAJAJ-AUTO, DIXON, HAL, TCS, ITC | 🔴 SELL INDIGO, SPICEJET, TITAN