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Get the latest Indian stock / share market highlights, BSE/NSE stock news, business research reports & details - updated daily by Money Times.

July 08, 2025

  • Daily Morning Report – Date: 8th July 2025
  • NIFTY OUTLOOK: 25,461.30 FII: Rs. 321.16 cr DII: Rs. 1,853.39 cr
  • As discussed yesterday, market behaviour remained on expected lines. Nifty respected the downside support of 25,408, making a low of 25,407, and closed flat at 25,461.
  • A small bullish Doji candlestick appeared on the daily chart, indicating indecision in Nifty’s direction.
  • Since Nifty closed flat in the previous session, we maintain our earlier view that above 25,513, bulls may take control, pushing it to 25,567–25,621. If demand picks up further, Nifty could test 25,670.
  • On the downside, 25,408–25,356 may act as immediate support. A break and sustained move below these levels could drag Nifty to 25,303–25,251.
  • Bank Nifty Outlook
  • Spot: 56,949.20 PCR: 0.94 Max CE OI: 56,000 Max PE OI: 56,000
  • On 7th July 2025, Bank Nifty closed at 56,949.20, down 0.15% from the previous day. The index moved 313.65 points during the session, hitting a high of 57,152.20 and a low of 56,838.55.
  • Technical View (Daily Chart)
  • Key support and resistance levels are at 56,750 and 57,310, respectively.
  • Intraday Strategy
  • - Go long above 57,035 with SL at 57,006 and target 57,122.
  • - Go short below 56,862 with SL at 56,891 and target 56,776.
  • Indicators
  • - RSI stands at 57.90 (below 30 is oversold, above 70 is overbought).
  • - Bank Nifty is trading above 6 out of 8 SMAs (20, 30, 50, 100, 150, 200-day) and below the 5 and 10-day SMAs.
  • - A bullish candlestick pattern was observed.
  • • Spinning Top Uptrend
  • Macros.
  • 1.Dollar index @ 97.012
  • 2.Vix @ 17.79
  • 3.Brent crude @ 69.33
  • 4.10 years bond yield @ 4.38
  • Note: President Trump has started sending letters to various countries that have not yet concluded negotiations on tariffs. Japan and South Korea have been slapped with a 25% tariff effective from 1st August.
  • Surprisingly, most Asian stocks rose on Tuesday, shrugging off the threat of increased U.S. trade tariffs, as Trump’s comments suggested Washington remains open to further negotiations.
  • As far as Indian equities are concerned, we remain hopeful that a mini tariff deal will be finalized before 9th July, with a final agreement expected before 1st August 2025. There’s no immediate reason to worry about tariffs unless Trump takes some unexpected step.
  • Bangladesh textiles have been hit with a 32% tariff, which is likely to benefit Indian textile players. Now, the focus should shift to identifying sectors that stand to gain from tariffs imposed on other countries.
  • Commodities: Crude prices are on the rise due to disruptions in the Red Sea. Houthi rebels from Yemen are attacking ships linked to Israel and its allies. Crude has surged from $66 to $70 in just two days.
  • Conclusion: Tariffs are less of a concern now, as a deal seems likely. However, tensions between Iran and Israel remain a risk. Keep a close watch on crude — a continued rise in prices could pose challenges for equities.
  • Contributed by
  • Ashok bhandari : INH000019549
  • -------------------------------------xxxxxxx-------------------------------------------------------------------xxxxxxx---------------------------------
  • Trump: Myanmar will receive a 40% tarif
  • Trump: Laos will receive a 40% tariff.
  • Trump: South Africa will receive a 30% tariff on South Africa.
  • Trump: Kazakhstan will receive a 25% tariff on August 1st.
  • Trump: Malaysia will receive a 25% tariff on August 1st.
  • Trump: If Japan raises tariffs, they will be added to 25% levy.
  • Trump: The Japan tariff is effective August 1st.
  • Trump publishes trade letter to South Korea. US to set 25% tariff rate on South Korea goods effective August 1st
  • LE MERITE EXPORTS LIMITED: BOARD MEET ON 10-JUL-2025 TO CONSIDER AND APPROVE FUND RAISING/OTHER BUSINESS.
  • R SYSTEMS: BOARD MEETING INTIMATION FOR FUND RAISING
  • BOARD MEETING ON JULY 9 TO EVALUATE RAISING FUNDS VIA VARIOUS SECURITIES ISSUANCE OPTIONS.
  • PN Gadgil Jewellers
  • #PNGadgil
  • #PNGJL
  • Does a 30.4% growth in Q1FY26 with no Gudi Padwa benefits
  • Being a company based out of Maharashtra, Gudi Padwa is a biggest festival
  • 30.4% growth without festive impact is a great beginning
  • CONCOR is deploying around 1,000 specialised tank containers to shift cement transport from road to rail.
  • The first successful rake carried 2,199 tonnes from Maha Cement to Bengaluru, improving efficiency and reducing transit loss.
  • Initial containers were supplied by PSU Braithwaite, supporting green logistics and public sector manufacturing.
  • Welspun Corp
  • Guidance for FY26
  • Revenue: ₹17,500 crore (25% YoY growth).
  • EBITDA: ₹2,200 crore (18% YoY growth over FY25 actuals).
  • ROCE: >20% (consistently delivered >20% in past 3 years).
  • Net Debt/EBITDA: To remain <1x; capex to be funded from internal accruals/free cash flow.
  • Management Emphasis: “We believe in walking the talk”; have always met/exceeded guidance in last 3 years.
  • Vedanta Resources Releases Encumbrance on 56.38% of Vedanta Ltd Shares
  • https://www.moneycontrol.com/news/business/markets/vedanta-resources-releases-encumbrance-on-56-38-of-vedanta-ltd-shares-alpha-article-13237203.html
  • BEAT THE STREET BULLETIN
  • Date: 7 July 2025
  • Telegram: [t.me/beatthestreet10]
  • ORDER WIN
  • JSW INFRASTRUCTURE: Wins ₹740 crore Kolkata Port modernization project under PPP model with a 30-year concession.
  • YOGI LIMITED: Secures ₹80 crore order from Companion Vinimay Trading for industrial equipment delivery within 15 days.
  • C2C ADVANCED TECHNOLOGIES: Bags ₹7.3 crore monthly order from Tier-1 Indian auto OEM starting July 2025.
  • KRSNAA DIAGNOSTICS: Gets final LoA from Rajasthan Govt for lab services under Free Diagnostics Initiative.
  • LEADERSHIP CHANGES
  • RELIGARE ENTERPRISES: Appoints Malay Kumar Sinha as Non-Executive Chairperson for Q2 FY26, replacing Praveen Kumar Tripathi.
  • FUNDRAISING
  • NAVIN FLUORINE: Approves ₹750 crore QIP at ₹4,798.28/share; issue opened July 7 with up to 5% discount.
  • ARIHANT CAPITAL: Board evaluating fundraising via equity/QIP; structure to be finalized post investor review.
  • LE MERITE EXPORTS: Board to consider fundraising proposals on July 10, 2025.
  • R SYSTEMS: Board to meet on July 9, 2025 to evaluate fundraise through securities issuance.
  • Q1 / BUSINESS UPDATE
  • KOTAK MAHINDRA BANK: Deposits and advances grew \~14% YoY in Q1; CASA ratio showed mixed trend.
  • ARIHANT CAPITAL: Q1 net profit up 65% QoQ at ₹12.7 crore but down 32% YoY; margins improved to 39.96%.
  • FII STAKE CHANGES / BOUGHT-SOLD
  • SAJ HOTELS: Sandeep Singh bought 1 lakh shares (0.62% stake) at ₹68.33/share in NSE bulk deal.
  • ONECLICK LOGISTICS: Madhusudan Auto-Biz acquired 0.50 lakh shares (1.39% stake) at ₹196.50/share in bulk trade.
  • INFIBEAM AVENUES: Vanguard EM fund sold 72.93 lakh shares at ₹4.32/share; Citadel Capital Fund bought 1.30 crore shares at ₹4.33/share.
  • INFIBEAM AVENUES: Sonal Desai sold 1 crore shares (0.36% stake); Mayur Desai bought equal quantity at ₹15.20/share.
  • YASH OPTICS: Promoter MD acquired 1,600 shares (0.006%) via open market on July 7.
  • CLARIFICATION
  • SEBI: Ongoing review of index options turnover; FY25 trader net losses rose 41% YoY to ₹1.05 lakh crore.
  • TAX ORDER
  • VAIBHAV GLOBAL: ITAT deletes ₹150 crore tax demand for AY 2020–21 and 2021–22.
  • NEW PROJECTS
  • REC: Incorporates two subsidiaries in Maharashtra for state power transmission projects under TBCB model.
  • NLC INDIA: Approves ₹1,631 crore investment in renewables and raises \$100 million via ECB loan from SMBC for green CAPEX.
  • LAUNCHES
  • ELECTRONICS MART INDIA: Opens 10,500 sq. ft. store in Kailash Colony, New Delhi to expand North India presence.
  • CREDIT RATINGS
  • SANDUR MANGANESE: Kammatharu Iron Ore Mine receives Seven Star Rating for 2023–24 for sustainable mining.
  • IPO
  • HUL: Schedules shareholder meeting on August 12, 2025 to approve Kwality Wall’s merger under NCLT directive.
  • OTHERS
  • HAZOOR MULTI PROJECTS: Achieves provisional CoD for NH-66 Arawali-Kante stretch under HAM; annuity payments expected in six months.
  • HDFC BANK: Cuts MCLR by up to 30 bps; base rate revised to 9.35% and PLR to 17.85% effective July 7.
  • GOVERNMENT POLICY: Govt may compensate foreign investors if oil & gas contracts are revoked; draft MRSC-OALP rules issued for feedback.
  • ---
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  • Sobha Posts Record ₹2,079 Cr Sales in Q1FY26; Enters Greater Noida
  • Sobha Ltd reported its highest-ever quarterly real estate sales of ₹2,078.8 crore in Q1FY26, up 11% YoY. The company launched SOBHA Aurum in Greater Noida, marking its entry into the 13th city in its portfolio.
  • It sold 1.44 million sq. ft. at an average realization of ₹14,395 per sq. ft., and delivered 594 homes totaling 1.07 million sq. ft. Key markets included Bangalore (₹602.4 Cr), Gurgaon (₹352.4 Cr), and Kerala (₹209.7 Cr).
  • @beatthestreet10
  • Textile Stocks in Focus as U.S. Slaps 35% Tariff on Bangladesh Imports
  • The U.S. will impose a 35% import duty on Bangladeshi textiles starting August 1, 2025, eroding Bangladesh’s cost advantage in the U.S. market. This move is expected to boost demand for Indian textile exports across garments, home textiles, and cotton categories.
  • Key Indian beneficiaries include Gokaldas Exports, KPR Mills, Rupa & Co, Page Industries, Arvind, Welspun India, and Trident. The development is likely to improve order flows and may trigger a short-to-medium-term stock re-rating across the sector.
  • @beatthestreet10
  • Nectar Lifesciences to Sell Pharma and Menthol Units for ₹1,290 Crore
  • Nectar Lifesciences will sell its core API and formulations business to Ceph Lifesciences for ₹1,270 crore via slump sale, and its menthol business for ₹20 crore. The pharma unit accounts for 98.3% of FY25 revenue and 65.4% of net worth.
  • The buyer is a newly incorporated firm with no related-party ties. The deal is expected to close by September 20, 2025, subject to shareholder approval at the August 4 EGM. Proceeds will go toward debt repayment, new investments, and shareholder returns.
  • Trump : Executive Order on Clean Energy
  • Trump: Tunisia will receive a 25% tariff from August 1st.
  • Trump: Bosnia will receive a 30% tariff from August 1st.
  • Indonesia will receive a 32% tariff from August 1st.
  • Bangladesh will receive a 35% tariff from August 1st.
  • Serbia will receive a 35% tariff from August 1st.
  • Cambodia will receive a 36% tariff from August 1st.
  • Thailand will receive a 36% tariff from August 1st.
  • Trump: august 1 deadline is firm but not 100% certain.
  • Trump: Some tariffs we will adjust slightly
  • Trump: Close to making a deal with India
  • CITI ON TITAN
  • Maintains 'Neutral' With Target Price Of ₹3,800
  • Q1 Update: Studded Mix Continues To Decline
  • LFL Growth Driven Entirely By Ticket Size Growth
  • Margins Key To Sustain Current Valuations
  • MACQUARIE ON KOTAK MAHINDRA BANK
  • Maintains 'Neutral' With Target Price Of ₹2,300
  • Q1 Pre-Quarter Saw Better-Than-Expected Performance On Loan And Deposit Growth Fronts
  • CASA Decline (QoQ) Can Be Attributed To The Q1 Seasonality
  • Focus On NIM Compression & Ability To Manage Credit Costs
  • MORGAN STANLEY ON TATA MOTORS
  • Maintains Equal-Weight With Target Price Of ₹715
  • JLR Q1 Volumes: Strong Mix Helps Party Offset Weak Volume & Tariff Headwinds
  • Mix Of High-Margin Models Improved To 77.2%
  • Expect JLR To Deliver Q1 EBITDA & EBIT Margin Of 11.4% & 5.9% Respectively
  • Expect Consolidated Business Margins To Decline 350 BPS (YoY)
  • Jefferies on Siemens Energy
  • Maintains 'buy' with Target Price of Rs 3,500
  • Power Capex Play - Margin upside ahead
  • India's largest power equipment player by market cap at $12 billion vs GE and Hitachi at $7-10 billion
  • Offers solutions for power transmission, generation and industrials from 8 factories in India
  • 360 ONE WAM Gets SEBI Nod to Acquire Credit Suisse India’s PMS Business
  • 360 ONE WAM (formerly IIFL Wealth) has received SEBI approval to acquire the discretionary and non-discretionary PMS business of Credit Suisse Securities (India) Pvt. Ltd.
  • The acquisition will be executed via a slump sale by its subsidiary, 360 ONE Portfolio Managers Ltd. The deal includes a transfer of assets and client accounts in a single transaction.
  • Completion now awaits other regulatory approvals and formalities. The move is set to boost 360 ONE WAM’s market share and strengthen its foothold in the high-net-worth and institutional investment space.
  • JEFFERIES ON KOTAK MAHINDRA BANK
  • Maintains 'Buy' With Target Price Of ₹2,550
  • Q1 Pre-Quarter: Healthy Loan Growth, Deposit Growth Picks Up
  • Healthy Loan Growth Despite 200 BPS Moderation In System Loan Growth Over Past Few Months
  • Adani Group Submits ₹12,600 Cr Unconditional Bid for Jaiprakash Associates
  • Adani Group has emerged as the top contender for Jaiprakash Associates’ assets, placing an unconditional ₹12,600 crore bid amid ongoing insolvency proceedings, according to an ET report.
  • While rivals like Dalmia Bharat, Vedanta, and Jindal Power have submitted conditional bids tied to land dispute outcomes, Adani’s no-strings-attached offer could give it a decisive edge.
  • Lenders have urged all bidders to revise their offers. If successful, the acquisition would enhance Adani's infrastructure and cement footprint significantly.
  • Jefferies' India Strategy
  • 47 covered companies with $170 billion in spends across 9 consumption subsectors grew revenues by 13% Year-On-Year in FY25, same as FY24
  • Trends indicate urban slowdown being balanced by rural uptick
  • Preferred consumer stocks are Bharti, Vishal Mega Mart, TVS, hospitals and Indigo
  • JPMorgan on Hindustan Aeronautics
  • Maintain 'overweight' with Target Price of Rs 6,105
  • Steady progress continues
  • Strong order book provides visibility
  • Significant order pipeline
  • More clarity on future initiatives
  • MS ON TITAN
  • (CMP: 3,670)
  • MAINTAIN OVERWEIGHT
  • TARGET: ₹3,876
  • Big Miss On Jewellery Growth, Buyer Growth Is Flat
  • Q1 Tanishq, Mia & Zoya Business Revenue (ex-Bullion) Up 17% YoY Vs Est Of 28% YoY
  • Gold Price Volatility Led To Softening Consumer Purchases Between May & Mid-June
  • Studded Share Was Lower YoY
  • Jefferies on Adani Power
  • Initiate Buy with TP of Rs 690
  • Multiple triggers ahead
  • Poised for strong capacity addition on a comfortable balance sheet
  • See risk profile also reducing gradually as incremental capacity is being locked in with profitable PPAs
  • JPMORGAN ON TITAN
  • Maintains 'Neutral' With Target Price Of ₹3,350
  • Jewellery Shine Fades In Q1 FY26
  • Jewellery Revenue Growth Moderation Worse Than Feared
  • Next Catalyst Could Be The Earnings Print
  • Margin Delivery & Management's Growth Outlook Amid Early Festive Period Key To Monitor
  • MORGAN STANLEY ON SCHLOSS BANGALORE
  • Initiates 'Overweight' With Target Price Of ₹549
  • Overweight' Rating Driven By Higher-For-Longer Upcycle
  • See Strong Demand For Luxury Experiences
  • Iconic Assets With Low Net Debt Position & Attractive Valuation
  • Steady Execution Can Drive Re-Rating But Concentration Risk Is Key To Watch
Panchkarma