WELSPUN

1 deep-dive · 9 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.

stocksindiadefencesebiministry-of-defence

Mentioned in Policy Pulse

XOM:CVX:OXY:HAL:SLB:DAL:UAL:AAL:LMT:NOC:GD:RTX:ONGC:OIL:IOC:BPCL:HPCL:MRPL:INFY:TCS:WIPRO:HCLTECH:INDIGO:CIPLA:DRREDDY:SUNPHARMA:LUPIN:WELSPUN:TRIDENT:VARDHMAN:TEVA:MYL:LLY:MRK:JNJ:ABBV:CCL:RCL2026-07-23

Policy Pulse — Global Spillover — 23 Jul 2026

INFY Q1: +12% PAT, guidance trimmed, ADR -4.85%. INDIGO: ₹238cr net loss on fuel costs (85% rise). CIPLA: -39% PAT. Hormuz: 12th night, Brent near 8. IOC/MRPL halt Iraq loadings. Section 122 expiry tomorrow benefits Indian IT/Textiles. ONGC gains, refiners bleed.

policy-pulseglobalhormuzoildefence

XOM:CVX:OXY:HAL:SLB:USO:DAL:UAL:AAL:LUV:CCL:RCL:NCLH:GLD:BPCL:HPCL:IOC:ONGC:TCS:INFY:WIPRO:HCLTECH:SUNPHARMA:DRREDDY:CIPLA:TATASTEEL:JSWSTEEL:WELSPUN:TRIDENT:HAL:BEL:SOLARINDS:MAZDOCK:JPM:GS:AAPL2026-07-14

Policy Pulse — Global — 14 Jul 2026

Global cross-currents: Iran blockade drives oil stocks (XOM, ONGC) higher while hitting airlines (DAL, UAL); US-India trade talks progress; Indian defence exports surge 62% to record (HAL, BEL, SOLARINDS).

policy-pulseglobaliran-waroilstrait-of-hormuz

XOM:CVX:OXY:EOG:COP:HAL:SLB:BP:SHEL:USO:DAL:UAL:AAL:LUV:CCL:RCL:NCLH:SPY:GLD:TCS:INFY:WELSPUN:SUNPHARMA2026-07-13

Policy Pulse — Global — 13 Jul 2026

Trump says US will get 'paid to guard' Strait of Hormuz — oil at 5-78 sustained. Iran tensions escalate with fresh strikes. Oil/gas stocks up (XOM, CVX, OXY), airlines down (DAL, UAL), cruises down (CCL, RCL). India-US trade talks stall adds EM uncertainty.

policy-pulseglobalus-onlyiran-waroil

WELSPUN:TRIDENT:VARDHMAN:PAGEND:SUNPHARMA:DRREDDY:HDFCBANK:ICICIBANK:SBI:BAJFINANCE:NSE:BSE:ITC:HINDUNILVR2026-07-13

Policy Pulse — Ministries — 13 Jul 2026

USTR proposes 12.5% forced labor tariffs on 44 countries including India — textiles hit hardest (WELSPUN, TRIDENT). June retail inflation rises to 4.38%, breaches RBI target. SEBI tightens employee conduct rules (governance only).

policy-pulseministriesindiaustrtariffs

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

TRIDENT:WELSPUN:HDFCBANK:ICICIBANK:RELIANCE:TCS:INFY2026-07-08

Policy Pulse — Ministries — 08 Jul 2026

FM Sitharaman pushes toy exports to capture 25% of 79B global market. SEBI mandates FPI fees in INR, issues insider trading warning to Reliance, and reintroduces open market buyback framework.

policy-pulseministriessebifinance-ministryinsider-trading

SUNPHARMA:DRREDDY:CIPLA:DIVIS:AUROPHARMA:TCS:INFY:WIPRO:HCLTECH:TATASTEEL:JSWSTEEL:WELSPUN:TRIDENT:PAGEIND:RAYMOND2026-07-06

Policy Pulse — Global Trade — 06 Jul 2026

USTR forced labor tariff hearings Jul 7-9 propose 12.5% duty on 60 economies including India; US pharma tariffs (100% on patented) exclude generics — Neutral for Indian API exporters; USMCA not renewed; Brazil tariff deadline Jul 15. Stocks: SUNPHARMA, DRREDDY, DIVIS, TCS, INFY, TATASTEEL, WELSPUN, RAYMOND.

policy-pulseglobal-tradeustrtariffsforced-labour

RAYMOND:WELSPUN:PAGEIND:VTL:TRIDENT:INDOCOUNT:CEAT:MOTHERSON:BHARATFORG:TITAN:KALYANKJ:PCJEWELLER:SUNPHARMA:DRREDDY:DIVIS:TCS:INFY2026-07-06

Policy Pulse — Ministries & Regulators — 06 Jul 2026

India-UK CETA effective Jul 15 — CFOs expanding capacity for textile, auto components, gems & jewellery export boom. SEBI reintroduces open market buyback from Aug 1. India exports set to cross $500B in FY27. Stocks: RAYMOND, WELSPUN, INDOCOUNT, CEAT, BHARATFORG, TITAN, PCJEWELLER.

policy-pulseindia-uk-cetatrade-dealtextilesauto-components

SUNPHARMA:DRREDDY:CIPLA:AUROPHARMA:WELSPUN:TRIDENT:TCS:INFY2026-07-03

Policy Pulse — Global Spillover — 03 Jul 2026

USTR proposes 12.5% Section 301 tariffs on India over forced labor findings — hearings Jul 7. Major risk for Indian pharma (Sun Pharma, Dr Reddy's, Cipla, Aurobindo), textiles (Welspun, Trident), and IT (TCS, Infosys).

globalustrsection-301tariffsindia