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Trendlyne Marketwatch
13 Aug 2025
Market closes higher, Honasa Consumer's net profit beats Forecaster estimates by 45% in Q1
By Trendlyne Analysis

Nifty 50 closed at 24,619.35 (132.0, 0.5%), BSE Sensex closed at 80,539.91 (304.3, 0.4%) while the broader Nifty 500 closed at 22,698.10 (129.5, 0.6%). Market breadth is in the green. Of the 2,502 stocks traded today, 1,333 were on the uptick, and 1,121 were down.

Indian indices closed higher after rising in the afternoon session. The Indian volatility index, Nifty VIX, fell 0.8% and closed at 12.1 points. One97 Communications (Paytm) closed 3.1% higher after its unit, Paytm Payments Services, received RBI’s approval to operate as an online payment aggregator.

Nifty Smallcap 100 and Nifty Midcap 100 closed higher. Nifty Capital Markets and Nifty Healthcare Index were among the top index gainers today. According to Trendlyne’s sector dashboard, Hotels, Restaurants & Tourism emerged as the best-performing sector of the day, with a rise of 2.5%.

Asian indices closed higher, except for Australia’s S&P/ASX 200, which closed lower. European indices are trading in the green, except for Russia’s MOEX and RTSI. US index futures are trading higher as investors expect the Fed to cut rates after July inflation data matched expectations. Meanwhile, Perplexity AI, valued at $18 billion, has made a $34.5 billion bid to buy Google’s Chrome browser, aiming to tap its billions of users to train its AI model.

  • Relative strength index (RSI) indicates that stocks like Fortis Healthcare, HBL Power Systems, and eClerx Services are in the overbought zone.

  • Godrej Industries surges as its net profit rises 8.3% YoY to Rs 349.2 crore in Q1FY26, helped by higher inventory destocking. Revenue grows 5% YoY to Rs 4,459.8 crore, driven by improvements in the chemicals, vegetable oils, estate & property development, finance & investments, and crop protection segments. It features in a screener of stocks with decreasing promoter pledge.

  • Honasa Consumer is rising sharply as its Q1FY26 net profit grows 2.6% YoY to Rs 41.3 crore, helped by lower inventory costs. Revenue increases 8.1% YoY to Rs 619.1 crore, driven by improvements in its focus categories in the e-commerce and modern trade channels. It features in a screener of stocks with PEG lower than industry PEG.

  • PI Industries' Q1 FY26 revenue falls 7.2% YoY to Rs 1,986.4 crore due to lower agrochemical exports and reduced sales of biological products. Net profit declines 10.9% YoY to Rs 400 crore. The firm appears in a screener of stocks where foreign institutional investors (FIIs) have increased their shareholding.

  • Capital markets stocks like BSE, Motilal Oswal and Angel One are rising sharply as the Securities and Exchange Board of India (SEBI) reportedly plans a rule overhaul for stock brokers. SEBI reportedly proposes to allow stock brokers to access the Negotiated Dealing System – Order Matching (NDS-OM) platform, used for trading in government securities.

  • Archean Chemical Industries rises sharply as its subsidiary, SiCSem, receives approval from the Central Government to set up a silicon carbide (SiC) based compound semiconductor fab under the India Semiconductor Mission (ISM). The fab will have a total annual capacity of 60,000 wafers and 96 million packaged units.

  • Indoco Remedies receives US FDA approval for its abbreviated new drug application (ANDA) for Rivaroxaban tablets, used to treat blood clots. According to IQVIA, the drug had a market size of $8 billion in March 2025.

  • Premier Explosives rises sharply as its Q1FY26 net profit surges 109.7% YoY to Rs 15.3 crore. Revenue grows 76.2% YoY to Rs 148 crore, driven by strong order execution for the order book in the defence and explosives segments. It shows up in a screener of stocks with a QoQ increasing profit margin.

  • ITC Hotels' Chairman, Sanjiv Puri, expects demand for hotel rooms to outpace supply on the back of increasing international tourist count, which is expected to surpass pre-COVID levels. Puri also notes that the company will exceed its target of 200 hotels by 2030, with more than 220 hotels.

  • Aurionpro Solutions rises sharply as it secures an order worth Rs 250 crore from the Mumbai Metropolitan Region Development Authority (MMRDA) to design, supply, implement, and maintain the Automatic Fare Collection (AFC) system for Mumbai Metro Lines 4 and 4A.

  • Transrail Lighting rises sharply to its all-time high of Rs 855.8 as it secures orders worth Rs 701 crore. These include power transmission, civil construction, and pole & lighting projects from domestic and international clients.

  • Waaree Energies falls as the US Department of Commerce (DOC) initiates anti-dumping and countervailing duty investigations on solar panels imported from India. As of Q1FY26, exports account for 41% of Waaree Energies' order book.

  • Trump’s import tariffs hit India’s toy industry as US retailers like Walmart, Amazon, and Target pause orders from Indian manufacturers. The US contributes to 40% of toy exports from India, amounting to Rs 6,00 crore. India's toy industry has a market size of $1.7-2 billion (~Rs 14,905-17,535 crore) and is expected to grow to $4.4 billion (~Rs 38,578 crore) by 2032.

  • One97 Communications (Paytm) rises sharply to hit a new 52-week high of Rs 1,187 after the RBI grants its unit Paytm Payments Services in-principle approval to operate as an online payment aggregator. The central bank also lifts the merchant onboarding curbs imposed in November 2022.

  • NMDC is rising as its Q1FY26 net profit beats Forecaster estimates by 15.1% despite falling marginally YoY to Rs 1,967.7 crore. Revenue increases 24.5% YoY to Rs 6,738.9 crore, driven by higher sales in the iron ore and pellet segments during the quarter. The company appears in a screener of stocks outperforming their industry price change over the past quarter.

  • Jupiter Wagons' Q1FY26 revenue falls 46.4% YoY to Rs 476.2 crore due to lower railway wagon deliveries. Net profit declines 64.4% YoY to Rs 32.7 crore on higher finance and employee expenses. The company appears in a screener of stocks where mutual funds increased their shareholding during the past quarter.

  • Larsen & Toubro rises as its subsidiary, L&T Energy Greentech, enters an agreement with Japan's ITOCHU Corp to jointly develop and commercialise a 300 KTPA green ammonia project in Gujarat.

  • Nazara Technologies' Q1FY26 net profit grows 2.4 times QoQ to Rs 53.4 crore. Revenue rises 6.9% QoQ to Rs 575.8 crore, driven by growth in the gaming and e-sports segments. The company’s board approves a bonus issue in the ratio of 1:1.

  • Va Tech Wabag's Q1FY26 revenue rises 16.9% YoY to Rs 745.3 crore on strong order execution. Net profit increases 19.6% YoY to Rs 65.8 crore. The firm appears in a screener of stocks with zero promoter pledge.

  • FSN E-Commerce (Nykaa) is rising sharply as its Q1FY26 net profit surges 141.9% YoY to Rs 23.3 crore. Revenue grows 23.4% YoY to Rs 2,164.3 crore, driven by improvements in the beauty and fashion segments. It appears in a screener of stocks with improving net cash flow over the past two years.

  • Krishna Prasad Chigurupati, Managing Director of Granules India, expects its revenue to grow 13-15% in FY26. He notes that supply issues resulted in subdued performance in Q1FY26. Chigurupati adds that the US FDA's clearance for a new facility will help improve supply.

  • Karnataka Bank is falling as its net profit drops 27% YoY to Rs 292.4 crore in Q1FY26 due to higher provisions and contingencies. However, revenue increases 2.5% YoY to Rs 2,619.6 crore, driven by improvements in the treasury and retail banking segments during the quarter. The bank's asset quality improves as its gross and net NPAs decline by 8 bps and 22 bps YoY, respectively.

  • Suzlon Energy is falling as its Q1FY26 net profit misses Forecaster estimates by 23.5% despite growing 7.3% YoY to Rs 324.3 crore, helped by inventory destocking. Revenue jumps 54.8% YoY to Rs 3,165.2 crore, driven by improvements in the wind turbine generator, foundry & forging, and operation & maintenance segments. It shows up in a screener of stocks with expensive valuations according to Trendlyne valuation scores.

  • Apollo Hospitals rises to its all-time high of Rs 7,646.5 as its net profit surges 41.8% YoY to Rs 432.8 crore in Q1FY26, helped by inventory destocking. Revenue increases 14.9% YoY to Rs 5,842.1 crore, driven by higher sales in the healthcare and digital health segments during the quarter. The company appears in a screener of stocks with improving cash flow from operations over the past two years.

  • Jindal Steel & Power is rising as its Q1FY26 net profit grows 11.5% YoY to Rs 1,494 crore, owing to lower raw materials, inventory, and finance costs. However, revenue declines 9.7% YoY to Rs 12,324.9 crore during the quarter. It features in a screener of high DVM stocks among mid and largecaps.

  • Nifty 50 was trading at 24,554.05 (66.7, 0.3%), BSE Sensex was trading at 80,546.63 (311.0, 0.4%) while the broader Nifty 500 was trading at 22,660.90 (92.3, 0.4%).

  • Market breadth is highly positive. Of the 2,048 stocks traded today, 1,477 were on the uptick, and 527 were down.

Riding High:

Largecap and midcap gainers today include Apollo Hospitals Enterprise Ltd. (7,808.50, 7.9%), GlaxoSmithKline Pharmaceuticals Ltd. (2,772.60, 7.1%) and FSN E-Commerce Ventures Ltd. (215.04, 5.1%).

Downers:

Largecap and midcap losers today include Coromandel International Ltd. (2,257.70, -5.8%), Waaree Energies Ltd. (2,941.90, -4.6%) and Suzlon Energy Ltd. (60.38, -4.4%).

Movers and Shakers

26 stocks in BSE 500 are trading on high volumes today.

Top high volume gainers on BSE included NMDC Steel Ltd. (43.02, 20%), JM Financial Ltd. (187.07, 15.0%) and EIH Ltd. (418.45, 14.8%).

Top high volume losers on BSE were Coromandel International Ltd. (2,257.70, -5.8%), Oil India Ltd. (407, -4.3%) and Jupiter Wagons Ltd. (316.75, -3.9%).

Honasa Consumer Ltd. (285.15, 5.9%) was trading at 61.4 times of weekly average. FSN E-Commerce Ventures Ltd. (215.04, 5.1%) and Godrej Industries Ltd. (1,169.80, 6.8%) were trading with volumes 17.3 and 15.6 times weekly average respectively on BSE at the time of posting this article.

BSE 500: highs, lows and moving averages

11 stocks hit their 52 week highs, while 6 stocks tanked below their 52 week lows.

Stocks touching their year highs included - Apollo Hospitals Enterprise Ltd. (7,808.50, 7.9%), Fortis Healthcare Ltd. (945.80, 1.5%) and JM Financial Ltd. (187.07, 15.0%).

Stocks making new 52 weeks lows included - Bata India Ltd. (1,096.90, -3.4%) and Colgate-Palmolive (India) Ltd. (2,171.70, -1.4%).

18 stocks climbed above their 200 day SMA including NMDC Steel Ltd. (43.02, 20%) and EIH Ltd. (418.45, 14.8%). 13 stocks slipped below their 200 SMA including Suzlon Energy Ltd. (60.38, -4.4%) and Balrampur Chini Mills Ltd. (547.10, -2.5%).

 
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The Baseline
12 Aug 2025
Five stocks to buy from analysts this week - August 12, 2025
By Ruchir Sankhla

1. Gland Pharma:

Motilal Oswal maintains a ‘Buy’ rating on this pharma company with a target price of Rs 2,340, an upside of 21%. The company posted a 50% YoY rise in net profit in Q1FY26 after declining for four straight quarters. The growth was driven by strong performance from Cenexi, its unit that makes germ-free injectable medicines. Analysts Tushar Manudhane and Eshita Jain expect earnings to grow further in H2, backed by a healthy order book and lower downtime.

The company is expanding its range by adding biologics contract manufacturing, with Cenexi handling finished medicines and Gland’s facilities making the drug ingredients. Analysts expect sales in this segment to grow 12% annually over FY26-27, backed by its product pipeline and production capacity.

Gland Pharma is strengthening its position in the complex injectable market through its own product development and partnerships. It is also expanding capacity to meet demand for upcoming GLP-1 drugs (for diabetes and weight loss). Manudhane and Jain expect its revenue to grow 14% and net profit 27% annually over FY26-27.

2. G R Infraprojects:

Axis Direct reiterates its ‘Buy’ rating on this roads & highways developer with a target price of Rs 1,540, a 24.5% upside. In Q1FY26, the company’s revenue dropped 4% YoY as many projects were still in early stages. With most of them now approved to start, the executable order book stands at Rs 15,000 crore. These projects are expected to be completed within two years, likely lifting revenue by about 13% annually in FY26-27.

For FY26, G R Infra targets an order inflow of Rs 22,000 crore, of which Rs 2,500 crore came in Q1. Analysts Uttam Srimal and Shikha Doshi highlight that besides road projects, the company has expanded into railways, ropeways, optical fibre, multi-modal logistic parks, and power transmission. This diversification reduces its reliance on roads and allows it to operate in different infrastructure areas, benefiting from expected growth in the sector.

The company’s management mentioned receiving Rs 40 crore as dividend and interest from Bharat Highways InvIT, a road projects trust. They expect Rs 230-240 crore from this source during the year, which will help boost profits.

3. Ajax Engineering:

ICICI Securities maintains a ‘Buy’ rating on this commercial vehicles company with a target price of Rs 900, a 25.1% upside. In Q1FY26, the company’s revenue and volumes were flat YoY at Rs 466 crore and 1,196 units, respectively. Self-loading concrete mixer (SLCM) sales stood at Rs 380 crore, flat YoY. Performance was impacted due to early monsoons and discounts by competitors on older construction equipment vehicle (CEV-IV) models.

Analysts Mohit Kumar and Mahesh Patil highlight India's shift to stricter CEV-V emission norms from July 2025. Ajax sold 90% CEV-V models in Q1 without any price hikes, causing the EBITDA margin to fall to 13.2% from 17.1% last year. Analysts expect margins to remain under pressure in FY26, with margin compression of 150–200 bps despite an estimated price hike of 4% in H2FY26. 

The company plans a price hike in H2FY26 and will commission its fourth plant later this year. It targets low double-digit revenue growth in FY26, backed by strong market share (75% in SLCMs), product upgrades, and new equipment lines.

4. Zydus Wellness:

Sharekhan maintains a ‘Buy’ rating on this packaged foods company with a target price of Rs 2,304, an 18.7% upside. Analysts note that the company posted a soft Q1FY26 performance with revenue up just 2.4% YoY and operating profit margin down 43 bps. Net profit fell 13.4% to Rs 128 crore due to seasonal weakness from shorter summers and unseasonal rains. Non-seasonal brands, including Ritebite Max Protein, Everyuth and Nutralite, posted double-digit growth.

Management said rural markets outpaced urban growth, with tier-2 and tier-3 cities driving expansion, supported by branded commodities, personal care and dairy segments. Zydus’ direct reach stood at ~6.2 lakh outlets, with plans to add 80,000 in FY26. The company retained market leadership in core brands: Everyuth Scrubs (48.7% share), Sugar Free (96.1%), and Glucon-D (58.9%).

The company expects double-digit revenue growth in FY26, aided by distribution expansion and easing input costs. The analysts anticipate revenue and net profit to grow at a CAGR of 12% and 20% over FY26-27.

5. Eris Lifesciences:

Prabhudas Lilladhar maintains a ‘Buy’ rating on this pharma company with a target price of Rs 1,975, a 17.6% upside. In Q1FY26, its revenue rose 7.4% YoY to Rs 770 crore, led by sharp growth in domestic formulations. Sales from the Swiss Parenterals segment fell 7% due to insulin shortages, which reduced revenue by Rs 10 crore. Net profit rose 41% to Rs 120 crore, aided by lower interest costs.

Analysts Param Desai and Kushal Shah expect revenue growth to pick up in the coming quarters as insulin supply stabilises, exports improve, and market share increases in the human insulin segment. The company maintains its FY26 revenue growth guidance of 15-20%. Key growth drivers include resolving insulin supply issues, gaining market share in human insulin, and expanding the dermatology and GLP-1 portfolios.

Management sees a Rs 2,000 crore annual revenue opportunity from Novo Nordisk’s exit from the human insulin cartridge market in India, with cartridge production at its Bhopal facility set to begin in Q4FY26. The company has confirmed Rs 1,000 crore in annual contract development and manufacturing organisation (CDMO) contracts starting FY27 and targets Rs 10,000 crore in international sales by FY29.

Note: These recommendations are from various analysts and are not recommendations by Trendlyne.

(You can find all analyst picks here)

 
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Trendlyne Marketwatch
12 Aug 2025
Market closes lower, MRF's Q1 net profit falls 10.8% YoY to Rs 511.3 crore
By Trendlyne Analysis

Nifty 50 closed at 24,487.40 (-97.7, -0.4%), BSE Sensex closed at 80,235.59 (-368.5, -0.5%) while the broader Nifty 500 closed at 22,568.60 (-64.9, -0.3%). Market breadth is balanced. Of the 2,492 stocks traded today, 1,193 were on the uptrend, and 1,247 went down.

Indian indices closed lower after switching between gains and losses throughout the day. The Indian volatility index, Nifty VIX, rose 0.1% and closed at 12.2 points. Bata India closed 4% in the red as its net profit plunged 70.1% YoY to Rs 52 crore in Q1FY26 due to a high base in Q1FY25. Revenue decreases marginally by 0.3% YoY to Rs 941.9 crore.

Nifty Smallcap 100 closed flat, while Nifty Midcap 100 closed higher. Nifty Pharma closed in the green, while Nifty Financial Services closed lower. According to Trendlyne’s sector dashboard, Healthcare Equipment & Supplies emerged as the worst-performing sector of the day, with a fall of 2%.

European indices are trading mixed. Major Asian indices closed in the green, except South Korea’s KOSPI and Thailand’s SET indices, which closed 0.5% lower, each. US index futures are trading mixed, indicating a cautious start to the session as investors await the latest inflation data. President Trump nominates economist EJ Antoni for the new commissioner of the US Bureau of Labour Statistics.

  • Money flow index (MFI) indicates that stocks like Fortis Healthcare, HBL Power Systems, eClerx Services, and Cummins India are in the overbought zone.

  • Alkem Laboratories rises sharply as its revenue grows 11.2% YoY to Rs 3,371.1 crore in Q1FY26, driven by a 2.9% volume growth. Net profit surges 21.8% YoY to Rs 664.3 crore during the quarter. It shows up in a screener of stocks with improving book value per share over the past two years.

  • Gland Pharma receives US FDA approval for its abbreviated new drug application (ANDA) for Cangrelor injection, used to prevent blood clots. According to IQVIA, the drug had a market size of $122 million in June 2025.

  • MRF's net profit falls 10.8% YoY to Rs 511.3 crore in Q1FY26, due to higher raw materials, inventory and depreciation & amortisation expenses. However, revenue increases 6.7% YoY to Rs 7,675.7 crore during the quarter. The company appears in a screener of stocks where mutual funds decreased their shareholding over the past quarter.

  • Saugata Gupta, the MD of Marico, highlights the company’s target to deliver double-digit domestic growth over the next two quarters, driven by its core franchises and expansion of new businesses. He projects revenue growth of 25% in FY26, and mid-teens growth in its international business.

  • Technocraft Industries is falling as its net profit declines 1.3% YoY to Rs 79.4 crore in Q1FY26 due to higher finance costs and employee benefit expenses. However, revenue increases 2% YoY to Rs 632.9 crore, driven by improvements in the yarn and engineering segments during the quarter. The company appears in a screener of stocks where mutual funds have increased their shareholding in the past quarter.

  • Som Distilleries’ Q1 FY26 revenue rises 3.2% YoY to Rs 530 crore due to higher price realisation and growth in Indian-made foreign liquor (IMFL) volumes. Net profit increases 1.6% YoY to Rs 41.2 crore due to lower finance costs. The company appears in a screener of stocks with rising revenue for three consecutive quarters.

  • Enviro Infra Engineers’ Q1FY26 revenue rises 20.1% YoY to Rs 249.1 crore on strong order execution. Net profit increases 36.1% YoY to Rs 41.9 crore due to lower finance costs. The firm appears in a screener of stocks with zero promoter pledge.

  • Ashish Gaikwad, MD of Praj Industries, highlights that Q1FY26 was a challenging quarter for the company. He expects muted performance in Q2, with a recovery starting from the third quarter. He adds that the company’s order intake has been impacted by tariff uncertainty, and remains cautiously optimistic. Gaikwad also outlines plans to expand into new export markets, including Europe and Latin America.

  • Sansera Engineering is rising as its Q1FY26 net profit grows 25.5% YoY to Rs 62.2 crore, owing to lower finance costs and inventory destocking. Revenue increases 4.5% YoY to Rs 778 crore, driven by improvements in the Indian and European markets. It appears in a screener of stocks with rising profits for the past four quarters.

  • Titagarh Rail Systems’ Q1FY26 revenue falls 24.5% YoY to Rs 690.9 crore due to lower railway wagon deliveries. Net profit declines 53.9% YoY to Rs 30.8 crore. The company appears in a screener of stocks where mutual funds increased their shareholding during the past quarter.

  • Praj Industries' Q1FY26 revenue falls 8.8% YoY to Rs 648.7 crore due to weak demand for its bio-energy segment. Net profit declines 93.7% YoY to Rs 5.3 crore on higher depreciation and other expenses. The company appears in a screener of stocks with no debt.

  • Goldman Sachs initiates coverage on Hyundai Motor India with a ‘Buy’ rating and a target price of Rs 2,600. The brokerage highlights the company is well-positioned to launch new products and grow its market share as it expands its manufacturing capacity. It believes Hyundai could benefit from a recovery in the domestic car market and rate cuts that may boost big-ticket spending.

  • Time Technoplast's Q1FY26 net profit grows 19.9% YoY to Rs 95.1 crore, helped by lower inventory and finance costs. Revenue rises 10% YoY to Rs 1,353.6 crore, led by improvements in the polymer products and composite products segments. It features in a screener of stocks with improving returns on equity (RoE) over the past two years.

  • Inox Green Energy rises as it signs an agreement with a major Indian conglomerate for operations and maintenance (O&M) of 182 MW wind projects. The deal includes upgrading O&M for 82 MW of wind projects and renewing O&M ahead of schedule for another 100 MW.

  • KNR Constructions is falling sharply as its Q1FY26 net profit drops 28.5% YoY to Rs 123.4 crore due to higher construction and finance costs. Revenue drops 36.6% YoY to Rs 638 crore during the quarter. It shows up in a screener of stocks with medium to low Trendlyne momentum scores.

  • HSBC upgrades Info Edge to ‘Buy’ with a target price of Rs 1,670. The company reported low billings and weak margins in Q1; however, the brokerage views the quarter as a “cyclical bottom” and expects the business to improve. It notes that the company is diversifying its portfolio, and highlights growth in the non-recruitment segments. HSBC projects low-to mid-teens long-term growth for the core business.

  • Highway Infrastructure's shares debut on the bourses at a 64.3% premium to the issue price of Rs 70. The Rs 130 crore IPO received bids for 300.6 times the total shares on offer.

  • Medi Assist Healthcare rises as 1.1 crore shares (15.6%) worth approximately Rs 578 crore reportedly change hands in a block deal at an average price of Rs 523 per share. Bessemer India, the company's promoter entity, is likely the seller in the transaction.

  • Indian Hotels rises after its board approves the acquisition of a 51% stake in ANK Hotels and Pride Hospitality to expand its midscale brand, Ginger, to 250 hotels. Both ANK Hotels and Pride Hospitality operate under the Clarks Hotels & Resorts brand, which has a combined portfolio of 135 hotels across India.

  • Nuvama notes that equity net inflows surged 80% MoM to an all-time high of Rs 56,540 crore in July. The brokerage highlights strong SIP inflows and expects earnings recovery for AMCs (Asset Management Companies) and RTAs (Registrar and Transfer Agents). It names HDFC AMC and Nippon Life Asset Management as its top picks in the space.

  • Lloyds Enterprises' board of directors approves the rights issue of 25.4 crore shares worth Rs 992 crore at a price of Rs 39 per share.

  • Ashoka Buildcon is rising as its Q1FY26 net profit jumps 44.6% YoY to Rs 217.4 crore, driven by lower raw materials, construction, employee benefits, and depreciation & amortisation expenses. However, revenue declines 22.4% YoY to Rs 1,937 crore due to reductions in the construction & contract and build, operate & transfer (BOT) projects segments. It features in a screener of newly affordable stocks with good financials and durability.

  • Bata India is falling as its net profit plunges 70.1% YoY to Rs 52 crore in Q1FY26 due to a high base in Q1FY25 from a Rs 134 crore gain from the sale of land. Revenue decreases marginally by 0.3% YoY to Rs 941.9 crore during the quarter. The company appears in a screener of stocks with PE ratio higher than the industry average.

  • Astral's Q1FY26 net profit declines 32.6% YoY to Rs 81.1 crore, impacted by higher material costs and employee benefit expenses. Revenue decreases 1.6% YoY to Rs 1,361.2 crore due to lower sales in the plumbing segment during the quarter. The company appears in a screener of stocks underperforming their industry price change over the past quarter.

  • Nifty 50 was trading at 24,574 (-11.1, 0.0%), BSE Sensex was trading at 80,508.51 (-95.6, -0.1%) while the broader Nifty 500 was trading at 22,631.50 (-2.0, 0.0%).

  • Market breadth is in the green. Of the 2,009 stocks traded today, 1,269 were on the uptrend, and 685 went down.

Riding High:

Largecap and midcap gainers today include Alkem Laboratories Ltd. (5,149, 6.3%), Jindal Stainless Ltd. (713.15, 5.1%) and Biocon Ltd. (354.90, 3.7%).

Downers:

Largecap and midcap losers today include Astral Ltd. (1,269.30, -8.1%), Rail Vikas Nigam Ltd. (329.45, -3.8%) and GlaxoSmithKline Pharmaceuticals Ltd. (2,588.70, -3.7%).

Movers and Shakers

21 stocks in BSE 500 are trading on high volumes today.

Top high volume gainers on BSE included Sonata Software Ltd. (373.60, 13.3%), Star Cement Ltd. (290.62, 10.2%) and Alkem Laboratories Ltd. (5,149, 6.3%).

Top high volume losers on BSE were Astral Ltd. (1,269.30, -8.1%), Praj Industries Ltd. (413.60, -7.1%) and Action Construction Equipment Ltd. (943.40, -6.5%).

SJVN Ltd. (97.99, 5.4%) was trading at 12.1 times of weekly average. Bata India Ltd. (1,135.80, -4.0%) and Himadri Speciality Chemical Ltd. (469.30, 5.1%) were trading with volumes 9.3 and 6.5 times weekly average respectively on BSE at the time of posting this article.

BSE 500: highs, lows and moving averages

6 stocks hit their 52 week highs, while 3 stocks tanked below their 52 week lows.

Stocks touching their year highs included - Fortis Healthcare Ltd. (931.65, 1.2%), Star Cement Ltd. (290.62, 10.2%) and Hitachi Energy India Ltd. (20,695, -0.7%).

Stocks making new 52 weeks lows included - Bata India Ltd. (1,135.80, -4.0%) and Praj Industries Ltd. (413.60, -7.1%).

17 stocks climbed above their 200 day SMA including Alkem Laboratories Ltd. (5,149, 6.3%) and Maharashtra Seamless Ltd. (679.95, 4.0%). 10 stocks slipped below their 200 SMA including Redington Ltd. (235.80, -2.8%) and Neuland Laboratories Ltd. (12,979, -2.4%).

 
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Trendlyne Marketwatch
11 Aug 2025
Market closes higher, L&T wins an order worth over Rs 15,000 crore from Adani Power
By Trendlyne Analysis

Nifty 50 closed at 24,585.05 (221.8, 0.9%), BSE Sensex closed at 80,604.08 (746.3, 0.9%) while the broader Nifty 500 closed at 22,633.45 (190.3, 0.9%). Market breadth is horizontal. Of the 2,525 stocks traded today, 1,270 showed gains, and 1,215 showed losses.

Indian indices closed higher after extending gains in the afternoon session. The Indian volatility index, Nifty VIX, rose around 1.6% and closed at 12.2 points. Larsen & Toubro closed 1.7% higher as it secured a contract worth over Rs 15,000 crore from Adani Power for the design, engineering, supply, and commissioning of eight thermal power units, each with a capacity of 800 MW.

Nifty Smallcap 100 and Nifty Midcap 100 closed in the green, following the benchmark index. Nifty FMCG and Nifty Metal closed higher. According to Trendlyne’s sector dashboard, Commercial Services & Supplies emerged as the best-performing sector of the day, with a rise of 2%.

European indices are trading mixed. Major Asian indices closed mixed. US index futures are trading flat or higher, indicating a cautious start to the session. NVIDIA and Advanced Micro Devices reportedly agree to pay 15% of their China chip sale revenues to the US government as part of a deal to secure export licenses for their products.

  • Relative strength index (RSI) indicates that stocks like Cummins India, Fortis Healthcare, JK Cement, and Global Health are in the overbought zone.

  • Ipca Laboratories is falling as its Q1FY26 net profit misses Forecaster estimates by 12.9% despite rising 21.3% YoY to Rs 233.2 crore. Revenue increases 10.3% YoY to Rs 2,308.9 crore, driven by higher sales in the formulations and active pharmaceutical ingredients segments during the quarter. The company appears in a screener of stocks with improving cash flow from operations over the past two years.

  • Ceigall India is falling as its net profit declines 33% YoY to Rs 53.2 crore in Q1FY26 due to higher construction and finance costs. However, revenue increases 1.9% YoY to Rs 838.2 crore, driven by improvements in the annuity projects and engineering, procurement and construction (EPC) segments during the quarter. The company appears in a screener of stocks underperforming their industry price change over the past quarter.

  • Zydus Lifesciences receives final approval from the US FDA for its Diltiazem Hydrochloride tablets, used to treat high blood pressure. The drug had a market size of $13.9 million in the US as of June 2025.

  • According to data released by the Association of Mutual Funds in India (AMFI), mutual funds' net equity inflows rise 81% MoM to Rs 42,70 crore in July. Meanwhile, total assets under management(AUM) increase by 1% MoM, reaching Rs 75.10 lakh crore in July. 

  • Patel Engineering rises sharply as its Q1FY26 net profit grows 67.2% YoY to Rs 80 crore, helped by lower finance costs. Revenue jumps 12.9% YoY to Rs 1,272 crore, driven by an improvement in the civil construction segment. It appears in a screener of stocks with low debt.

  • Info Edge’s net profit rises 27.1% YoY to Rs 295.9 crore in Q1FY26. Revenue increases 21.3% YoY to Rs 1,004 crore, driven by strong growth in its non-recruitment portfolio. The company appears in a screener of stocks where mutual funds increased their shareholding during the past quarter.

  • Larsen & Toubro secures an ultra-mega contract worth over Rs 15,000 crore from Adani Power. The work involves the design, engineering, supply, and commissioning of eight thermal power units, each with a capacity of 800 MW.

  • General Insurance Corp of India (GIC Re) asks general insurers to increase premiums in the motor, health and commercial lines segments. The national reinsurer states that it will provide reinsurance support only if premiums in motor and commercial lines are increased by 10-12% and 32-25%, respectively, and if costs are reduced in the health segment.

  • Afcons Infrastructure is rising sharply as its Q1FY26 net profit jumps 50% YoY to Rs 137.4 crore, led by lower raw materials expenses. Revenue grows 6.4% YoY to Rs 3,419.1 crore, attributed to strong order inflow and execution. It features in a screener of stocks with dividend yield greater than sector dividend yield.

  • Puravankara is falling as it posts a net loss of Rs 67.7 crore in Q1FY26 compared to a profit of Rs 15.1 crore in Q1FY25, due to higher sub-contractor costs and lower inventory destocking. Revenue declines 20.3% YoY to Rs 524.4 crore during the quarter. The company appears in a screener of stocks with decreasing return on assets (RoA) over the past two years.

  • DOMS Industries surges as its net profit rises 10.5% YoY to Rs 57.3 crore in Q1FY26. Revenue increases 26.4% YoY to Rs 562.3 crore, driven by higher sales in the stationery and hygiene segments during the quarter. The company appears in a screener of stocks where mutual funds have increased their shareholding in the past two months.

  • Anshuman Singhania, MD of JK Tyre, highlights the company’s target to achieve double-digit revenue growth in FY26 with margins around 12.5-13%. He notes that the US constitutes 3% of its topline and expects minimal impact due to tariff uncertainty. Singhania adds that the company plans premiumisation for products across its portfolios.

  • Power Mech Projects' Q1FY26 revenue rises 28.3% YoY to Rs 1,304.7 crore on strong order execution. Net profit declines 12.6% YoY to Rs 52.5 crore due to higher finance and employee costs. The company appears in a screener of stocks with low debt.

  • Siemens is rising as its Q1FY26 revenue beats Forecaster estimates by 1.9% after growing 14.1% YoY to Rs 4,470.9 crore, helped by improvements in the smart infrastructure, mobility, and low voltage motors segments. However, net profit declines 26.8% YoY to Rs 422.9 crore due to higher raw materials, inventory, project, and employee benefits expenses. It appears in a screener of stocks with improving cash flow from operations over the past two years.

  • Voltas' Q1FY26 revenue falls 19.6% YoY to Rs 4,020.6 crore due to lower demand for its unitary cooling products segment. Net profit declines 58% YoY to Rs 140.4 crore on higher raw material costs. The company features in a screener of stocks with zero promoter pledge.

  • Macquarie maintains its ‘Outperform’ rating on Trent with a target price of Rs 7,200. The brokerage remains confident in the company’s ability to diversify growth and leverage its supply chain and design capabilities. It also notes Trent’s expansion into new cities and believes it is well-positioned for sustained growth.

  • Home First Finance rises as around 1.1 crore shares (10.6%) worth approximately Rs 1,307 crore reportedly change hands in a block deal at an average price of Rs 1,190 per share. Orange Clove Investments BV is likely the seller in the transaction.

  • Jupiter Wagons secures a Rs 242.4 crore order from GATX to supply 583 specialised wagons. The contract includes the supply of container carrier wagons and high-capacity open wagons.

  • PG Electroplast falls as 1 crore shares (3.7%) worth approximately Rs 526 crore reportedly change hands in a block deal at an average price of Rs 500 per share.

  • Antique Stock Broking maintains its ‘Buy’ rating on Cummins India with a higher target price of Rs 4,325. The brokerage highlights that the company is the market leader in the diesel genset space, with a strong four-year track record. It believes the company’s domestic business remains robust, led by data center, real estate and infrastructure demand. Antique also notes the sharp recovery in exports despite geopolitical challenges.

  • Genus Power Infrastructure's Q1FY26 net profit surges 2.8x YoY to Rs 137.3 crore, helped by inventory destocking. Revenue jumps 118.5% YoY to Rs 964.1 crore during the quarter. It features in a screener of stocks with decreasing promoter pledge.

  • Lemon Tree Hotels is rising as its net profit surges 93.5% YoY to Rs 38.3 crore in Q1FY26, helped by lower finance costs. Revenue increases 17.8% YoY to Rs 315.8 crore, driven by improvements across its hotel portfolio during the quarter. The company appears in a screener of stocks outperforming their industry price change over the past quarter.

  • Concord Biotech is falling as its net profit declines 26.1% YoY to Rs 44.1 crore in Q1FY26 due to higher material, power, and fuel costs. Revenue decreases 5.5% YoY to Rs 204 crore due to irregular customer procurement during the quarter. The company appears in a screener of stocks with PE ratio higher than the industry average.

  • Tata Motors is falling as its Q1FY26 net profit declines 29.5% YoY to Rs 3,924 crore due to higher raw materials and employee benefits expenses. Revenue decreases 3.4% YoY to Rs 1.1 lakh crore, caused by reductions in the commercial vehicle, passenger vehicle and Jaguar Land Rover segments. It shows up in a screener of stocks where promoters are decreasing their shareholdings.

  • Nifty 50 was trading at 24,401.50 (38.2, 0.2%), BSE Sensex was trading at 79,885.36 (27.6, 0.0%) while the broader Nifty 500 was trading at 22,455.35 (12.2, 0.1%).

  • Market breadth is in the red. Of the 2,054 stocks traded today, 861 were gainers and 1,117 were losers.

Riding High:

Largecap and midcap gainers today include PB Fintech Ltd. (1,860.60, 5.2%), Adani Enterprises Ltd. (2,283.40, 4.8%) and Supreme Industries Ltd. (4,350, 4.8%).

Downers:

Largecap and midcap losers today include Voltas Ltd. (1,245.20, -4.6%), Ipca Laboratories Ltd. (1,336.70, -3.6%) and Linde India Ltd. (6,215, -2.5%).

Volume Rockets

26 stocks in BSE 500 are trading on high volumes today.

Top high volume gainers on BSE included HBL Engineering Ltd. (683.95, 14.0%), DOMS Industries Ltd. (2,503.20, 9.4%) and Sai Life Science Ltd. (893.25, 7.9%).

Top high volume losers on BSE were PG Electroplast Ltd. (506, -14.1%), Action Construction Equipment Ltd. (1,008.60, -6.5%) and Amber Enterprises India Ltd. (6,912.50, -6.0%).

Voltas Ltd. (1,245.20, -4.6%) was trading at 8.7 times of weekly average. Sun TV Network Ltd. (567.90, 3.3%) and Afcons Infrastructure Ltd. (424.90, 4.5%) were trading with volumes 8.5 and 7.9 times weekly average respectively on BSE at the time of posting this article.

BSE 500: highs, lows and moving averages

7 stocks overperformed with 52 week highs, while 5 stocks tanked below their 52 week lows.

Stocks touching their year highs included - eClerx Services Ltd. (4,108.90, 0.0%), Fortis Healthcare Ltd. (920.65, 2.6%) and Indian Bank (674, 3.6%).

Stocks making new 52 weeks lows included - Sun TV Network Ltd. (567.90, 3.3%) and Minda Corporation Ltd. (462, 0.7%).

12 stocks climbed above their 200 day SMA including Varroc Engineering Ltd. (522.35, 2.2%) and NHPC Ltd. (83.45, 2.0%). 28 stocks slipped below their 200 SMA including Akzo Nobel India Ltd. (3,452.80, -5.3%) and Motherson Sumi Wiring India Ltd. (38.28, -2.1%).

 
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The Baseline
08 Aug 2025
Five Interesting Stocks Today - August 8, 2025
By Trendlyne Analysis

1. GE Vernova T&D India:

The stock of this industrial machinery company rose 2.9% over the past week following the announcement of its Q1FY26 results. It reported a 38.3% YoY increase in revenue, driven by a 78% jump in export sales. Net profit more than doubled to Rs 291.2 crore from Rs 134.5 crore in the same period last year, a result of better price realization and rising volumes. Its operating revenue exceeded Forecaster estimates by 6.9%, supported by strong order inflows, 85% of which came from the domestic market. The stock features on a screener of companies with no debt.

The company’s orderbook for the quarter rose 57% to Rs 1,620 crore driven by a rise in domestic orders. Commenting on the current orderbook, CEO and MD, Sandeep Zanzaria said, “New orders outpaced revenue, expanding the order backlog to Rs 12,960 crore as of June 2025. Most of these orders are for transmission equipment like transformers and reactors. We are also regularly receiving orders from data centers, with current offtake at around the 220 kV level. We expect this to grow to 400 kV as more data centers are built.” 

Mr. Zanzaria highlighted that the global shift toward energy transition has spurred robust demand from regions including Europe, Australia, the Middle East, Latin America, and Southeast Asia. He added, 'We have set a long-term target for exports to comprise 30% of our order backlog and are confident of maintaining this target based on our current pipeline.”

ICICI Securities notes that India is upgrading its power grid to handle about 900 GW of capacity and plans to source 43% of its electricity from renewables by 2030. As a result, transmission capex is expected to rise following a muted investment cycle during FY20–24. The brokerage estimates a capex of Rs 3.4 lakh crore for inter-state transmission over the next 4–5 years and believes the company is well-positioned to benefit from India’s focus on grid strengthening. ICICI Securities maintains a ‘Buy’ rating on the stock with a higher target price to Rs 3,000 per share.

2. JSW Steel:

Thisiron and steel products manufacturer rose 3% on August 4 afterannouncing a Rs 5,845 crore investment with Japanese partner JFE Steel to expand electrical steel production capacity. Once complete, the joint venture’s capacity will increase seven-fold to 3.5 lakh tonnes per annum. Electrical steel, also called grain-oriented steel, is a specialised high-grade steel used in transformers and power equipment.

Joint MD & CEO Jayant Acharyasaid, “India imports almost 100% of its electrical steel. So, this investment will enable India to become self-reliant and replace imports.” While exports currently contribute just 10% of JSW Steel’s revenue, he sees long-term potential to tap international markets in South Asia, the Middle East, and Africa, where demand for power infrastructure is rising.

This expansion forms part of JSW Steel’s Rs 20,000 crore capital expenditureplan for FY26. The company has already spent 20% of this in Q1, mainly toward the ongoing capacity expansion at Vijayanagar, upgrades at Bhushan Power & Steel, other facilities, and mines.

InQ1FY26, crude steel output rose 14% YoY, while sales volumes grew 9%. Despite this, revenue stood flat and marginally belowForecaster estimates, as softer steel prices and muted exports offset volume gains. The company maintains its full-year sales volume guidance of 28 million tonnes, with Q1 output accounting for just under a quarter of this target.

Net profit came in ahead of estimates after rising 159% YoY in Q1, driven by a favourable product mix and lower coking coal costs. EBITDA margin improved to 17.5%. Value-added high-margin products contributed to over half of total sales, supporting margins even in a weaker pricing environment.

Motilal Oswalmaintains a ‘Buy’ rating on JSW Steel, with a target price of Rs 1,200. The brokerage highlights domestic demand, an increasing share of premium products, and growth from capacity additions. However, it flags downside risks, including volatility in global steel prices, rising low-cost imports, and execution delays in mining projects.

3. Emami:

This personal products maker’s share price increased 6.3% on July 31 following the announcement of its Q1FY26 results. The company’s net profit increased 7.6% YoY to Rs 164.3 crore, driven by lower advertising and inventory-related expenses, and beat Trendlyne’s Forecaster estimates by 15.3%. Emami features in a screener of companies where mutual funds increased their shareholding in the past month.

During the quarter, revenue declined marginally by 0.2% YoY to Rs 904.1 crore due to weaker domestic sales. The management highlighted that rural demand held up, due to the early arrival of monsoon and a strong harvest, while urban demand was muted. However, FMCG players are now seeing some green shoots in urban areas after months of slump. Good macro-economic conditions, lower food inflation, and monetary and fiscal policy measures have helped – and the trend is expected to continue through the rest of the fiscal year.

For Emami, the pain management portfolio, home to brands like Zandu and Mentho Plus, was a key growth driver, up by 17%, due to the early monsoon. It's no surprise that the summer-centric portfolio underperformed, since the premature onset of rains negatively impacted consumption across staples like prickly heat powders. Commenting on this, Mohan Goenka, the Whole-Time Director and Vice Chairman, said, “We expect weakness in our summer portfolio to persist going into Q2FY26, with favourable monsoon conditions likely to reduce seasonal demand.”

Emami has been focusing on niche, high-margin, and underpenetrated segments, building a strong presence with flagship brands like Boroplus, Navratna, and Zandu, particularly in areas where competitors have yet to see meaningful traction. Looking ahead, the company plans an entry into the nutraceuticals space, betting big on emerging categories such as health foods, nutrition, pet care, aloe-vera-based beverages, and science-backed skincare.

Dolat Capital has a ‘Reduce’ call on Emami with a lower target price of Rs 610 amid challenges in select categories. However, the brokerage remains optimistic about the company’s long-term growth, noting significant headroom for expansion in rural markets across categories.

4. Hitachi Energy India:

Thispower transmission & distribution company fell 3.5% on July 31 following the announcement of itsQ1FY26 results, as the company missedForecaster estimates on revenue and net profit by 22% and 4.6%, respectively. The performance fell shortdue to slower execution in its Rs 29,125 crore order pipeline. However, its revenue grew 11.4% YoY to Rs 1,479 crore and net profit rose nearly eleven-fold to Rs 131.6 crore, driven by higher other income. 

A key highlight of the quarter was the company booking its highest-ever quarterly order inflow, whichsurged 365% YoY to Rs 11,339 crore, led by the Bhadla-Fatehpur High Voltage Direct Current (HVDC) linkproject from Adani Energy. Transmission remained the dominant segment in the order inflow, accounting for over 80% of total orders, while the rail, metro, and data center segments accounted for the rest. 

Commenting on the order execution, N Venu, MD & CEO of the company,said, “HVDC projects are pretty long, multi-year projects. Our completion period is 48-54 months. So, execution will take time and in the first year, revenues are not much. We expect some amount of revenue starting from the next financial year.” 

Hitachi Energy Indiaplans to invest Rs 2,000 crore over the next few years to expand capacity across transformers, high-voltage equipment, grid automation, and HVDC systems. The management expects at least two, and potentially up to three, HVDC projects per year to be finalized in the Indian market for bidding over the next three to four years.

Post results, Motilal Oswalreiterated its ‘Sell’ rating on the stock, citing rich valuations and weaker-than-expected execution despite strong order inflows. It remains positive on Hitachi Energy’s long-term potential, supported by strong demand in transmission and exports, along with capacity expansion plans. But to justify current valuations, the company must deliver consistent execution and margin improvement, especially in large HVDC orders.

5. ABB India:

This heavy electrical equipment manufacturer fell 6% on August 4 following the announcement of its Q2CY25 results. Net profit fell 20.7% YoY due to higher raw material costs and currency fluctuations. Revenue increased 12.3% from strong demand in the electrification and robotics segments.

The company’s revenue and net profit missed Forecaster estimates. New orders in Q2 declined 12% due to delays in customer decision-making and weak domestic demand in the chemicals and oil & gas sectors.

The company also faced operational challenges in regulatory compliance due to higher imports of electrical components. This increase in costs led to a 3.9 percentage point decline in profit margins to 11.1%.

Sanjeev Sharma, Managing Director, notes, “We earn 90% of revenue from the domestic market. Forex volatility related to the import of electrical components impacted profitability during the quarter. Over the second half, we expect the domestic demand to improve in infrastructure, real estate, and the data centre business, with easing inflation and a pickup in government and private capex.”

Commenting on the outlook, T.K. Sridhar, CFO, said, “We remain optimistic about medium-term growth, supported by domestic market demand and a few mid- to large-sized opportunities in the railways and metro segments.” He highlighted that capacity ramp-up in the electrification and robotics segments will meet growing demand and also help the company to sustain the profit margin of 12–15% in CY25.

Post results, ICICI Securities maintained a ‘Hold’ rating, citing electrification and data centre projects as growth drivers in the medium term. The brokerage highlights that despite weak order inflow in Q2, ABB's order book has remained healthy at Rs 10,060 crore and expects revenue visibility over the next 18 months. The brokerage projects revenue to grow at a CAGR of 12% over FY26-27.

Trendlyne's analysts identify stocks that are seeing interesting price movements, analyst calls, or new developments. These are not buy recommendations.

 
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Trendlyne Marketwatch
08 Aug 2025
Market closes lower, SBI's Q1 net profit grows 12.5% YoY to Rs 19,160.4 crore
By Trendlyne Analysis

Nifty 50 closed at 24,363.30 (-232.9, -1.0%), BSE Sensex closed at 79,857.79 (-765.5, -1.0%) while the broader Nifty 500 closed at 22,443.15 (-251.0, -1.1%). Market breadth is in the red. Of the 2,498 stocks traded today, 817 were in the positive territory and 1,629 were negative.

Indian indices closed in the red amid escalated trade tensions and continued foreign selling. The Indian volatility index, Nifty VIX, rose 3.7% and closed at 12.1 points. Swiggy, Vishal Mega Mart, Hitachi Energy, and Waaree Energies were added to the MSCI’s Global Standard Index as part of its latest semi-annual review.

Nifty Midcap 100 & Nifty Smallcap 100 closed in the red, following the benchmark index. Nifty India Defence and BSE Realty Index were among the top index losers today. According to Trendlyne’s Sector dashboard, Telecommunications Equipment emerged as the worst-performing sector of the day, with a fall of 2.9%.

Asian indices closed lower, while European indices are trading mixed. US index futures traded in the green indicating a positive start to the trading session. US President Donald Trump nominated Stephen Miran, Chairman of the Council of Economic Advisers, to fill the recently vacated seat on the Federal Reserve Board, with a term lasting until January 31, 2026. Meanwhile, Federal Reserve Governor Christopher Waller is reportedly emerging as a top contender to succeed Jerome Powell as Chair of the US central bank.

  • Money flow index (MFI) indicates that stocks like Fortis Healthcare, Sarda Energy & Minerals, eClerx Services, and 3M are in the overbought zone.

  • Sequent Scientific’s Q1FY26 revenue rises 13.3% YoY to Rs 445.2 crore, driven by growth in the active pharmaceutical ingredient (API) and formulation segments. Net profit grows 119.8% YoY to Rs 14.3 crore, driven by lower finance and depreciation costs. The company appears in a screener of stocks with two consecutive quarters of rising revenue.

  • State Bank of India's Q1FY26 net profit grows 12.5% YoY to Rs 19,160.4 crore. Revenue rises 10.3% YoY to Rs 1.4 lakh crore, driven by improvements in the treasury operations, retail and corporate banking segments. The bank's asset quality improves as its gross and net NPAs decline 38 bps and 10 bps YoY, respectively.

  • JK Tyre & Industries rises as its Q1FY26 net profit beats Forecaster estimates by 3.3% despite falling 21.8% YoY to Rs 165.4 crore due to higher raw materials, inventory, employee benefits and finance costs. However, revenue grows 6.5% YoY to Rs 3,890.6 crore, helped by improvements in the domestic market. It appears in a screener of stocks outperforming their industries over the past week.

  • Jefferies maintains a 'Hold' rating on BSE with a lower target price of Rs 2,790. The brokerage highlights concerns over weak options trading volumes and potential revenue impact from structural changes in the derivatives segment. It lowers the EPS (earnings per share) estimates by 5–6%, though the company’s core fundamentals remain strong.

  • Schneider Electric Infrastructure falls to its 5% lower limit as its net profit drops 14.9% YoY to Rs 55.9 crore in Q1FY26 due to inventory buildup and higher employee benefit expenses. However, revenue increases 4.8% YoY to Rs 621.6 crore during the quarter. The company appears in a screener of stocks with declining ROE over the past two years.

  • Kalpataru Projects' Q1FY26 revenue rises 34.2% YoY to Rs 6,187.5 crore, driven by strong execution of engineering, procurement and construction (EPC) contracts. Net profit grows 129.7% YoY to Rs 213.6 crore due to lower finance costs. The firm appears in a screener of stocks where foreign institutional investors (FIIs) have increased their shareholding.

  • CE Info Systems' Q1FY26 revenue rises 21.2% YoY to Rs 135.2 crore, driven by growth in the automotive & mobility and tech & enterprise segments. Net profit grows 28.7% YoY to Rs 46.1 crore. The company appears in a screener of stocks with low debt.

  • Ritesh Tiwari, CFO of Hindustan Unilever, says the company aims to complete the demerger and listing of its ice cream business, Kwality Wall's (India), by the end of FY26. He expects the business to double in size over the next 2–3 years, driven by improving margins. The new entity will include brands like Kwality Wall’s, Cornetto, Magnum, and The Dairy Factory, along with HUL’s five ice cream factories, licenses, and cold storage logistics.

  • Crompton Greaves' Q1FY26 revenue falls 6.5% YoY to Rs 2,022 crore due to a reduction in the electric consumer durables segment. Net profit declines 19.4% YoY to Rs 122.2 crore due to higher raw material costs. The firm appears in a screener of stocks with zero promoter pledge.

  • Biocon is falling as its Q1FY26 net profit plunges 95.2% YoY to Rs 31.4 crore due to a one-time gain of Rs 1,075 crore in Q1FY25 from the sale of its branded formulations business to Eris Lifesciences. Revenue declines 11.9% YoY to Rs 4,021.6 crore during the quarter. It shows up in a screener of stocks where promoters decrease their holdings by more than 2% QoQ.

  • Marksans Pharma receives US FDA approval for its abbreviated new drug application (ANDA) for Omeprazole Delayed-Release tablets. The drug treats heartburn and stomach acid problems. According to IQVIA, the drug had a market size of $1.1 billion in 2024.

  • Surendran Chemmenkotil, MD of Metropolis Healthcare, aims for 25% growth in the 'TruHealth' brand and 12% growth in overall organic revenue for FY26. He also projects margins of 25% during the same period. Chemmenkotil highlights that the specialty diagnostics segment posted the highest YoY revenue growth of 32% in Q1. He also expects a 5–6% improvement in realisations this year.

  • Cummins India is rising sharply as its Q1FY26 net profit jumps 30.5% YoY to Rs 603.9 crore, led by inventory destocking. Revenue grows 25.7% YoY to Rs 3,040.7 crore, attributed to improvements in the engines and lubricants segments. It appears in a screener of stocks with negative to positive growth in sales and net profit with strong price momentum.

  • Data Patterns' Q1 net profit falls 22.2% YoY to Rs 25.5 crore. Revenue declines 5.6% YoY to Rs 109.8 crore due to delays in customer approvals and a drop in order execution. The firm appears in a screener of stocks with low debt.

  • The Ramco Cements is falling as its Q1FY26 net profit misses Forecaster estimates by 7.1% despite surging 1.3x YoY to Rs 85 crore, helped by inventory destocking and lower finance, freight, and handling costs. However, revenue declines 1% YoY to Rs 2,074 crore due to lower cement demand amid early monsoon rains in Kerala. The company appears in a screener of stocks with PE ratio higher than the industry average.

  • Avendus maintains an 'Accumulate' rating on Hero MotoCorp with a higher target price of Rs 4,765. The brokerage highlights the company’s growing focus on the electric two-wheeler segment and the Rs 600 crore capex plan to expand its non-auto business. Avendus believes new product launches and sustained volume growth are key factors to watch going forward.

  • AU Small Finance Bank is rising as it receives principal approval from the Reserve Bank of India (RBI) to transition from a small finance bank to a universal bank.

  • Kalyan Jewellers' Q1FY26 revenue rises 31.6% YoY to Rs 7,314.7 crore, driven by growth in same-store sales and the international business. Net profit grows 48.6% YoY to Rs 264 crore. The company appears in a screener of stocks where mutual funds increased their shareholding during the past quarter.

  • Bharti Airtel falls as 1% equity worth about Rs 12,563 crore changes hands in a block deal at an average price of Rs 1,862 per share. Indian Continent Investment, a Sunil Mittal-led promoter group entity, is likely the seller.

  • Swiggy, Vishal Mega Mart, Hitachi Energy, and Waaree Energies enter MSCI’s Global Standard Index as part of its latest semi-annual review. Meanwhile, three companies, including Sona BLW Precision Forgings and Thermax, have been removed. Analysts estimate that the inclusion of these four stocks could attract inflows of over $1 billion.

  • Hindustan Petroleum Corp is rising as its Q1FY26 net profit surges 6.5x YoY to Rs 4,110.9 crore, helped by lower inventory expenses. However, revenue declines 2.7% YoY to Rs 1.1 lakh crore, due to reductions in the downstream petroleum segment. It appears in a screener of stocks with good Trendlyne valuation scores.

  • Global Health is rising as its net profit surges 49.6% YoY to Rs 159 crore in Q1FY26, helped by lower finance and goods costs. Revenue increases 19.7% YoY to Rs 1,030.8 crore, driven by higher average revenue per occupied bed (ARPOB) during the quarter. The company appears in a screener of stocks outperforming their industry price change over the past quarter.

  • Life Insurance Corp of India rises sharply as its Q1FY26 net profit grows 3.9% YoY to Rs 10,957.1 crore, helped by lower provisions and employee benefits expenses. Net premium income increases 4.7% YoY to Rs 1.2 lakh crore, driven by improvements in the life and non-life insurance segments. It features in a screener of stocks with a decrease in provisions in recent results.

  • Titan is rising as its net profit surges 52.6% YoY to Rs 1,091 crore in Q1FY26. Revenue increases 24.6% YoY to Rs 16,523 crore, driven by improvements in the watches and jewellery segments during the quarter. The company appears in a screener of stocks where mutual funds have increased their shareholding in the past two months.

  • Nifty 50 was trading at 24,561 (-35.2, -0.1%) , BSE Sensex was trading at 80,494.76 (-128.5, -0.2%) while the broader Nifty 500 was trading at 22,671.60 (-22.5, -0.1%).

  • Market breadth is in the green. Of the 2,057 stocks traded today, 1,195 showed gains, and 811 showed losses.

Riding High:

Largecap and midcap gainers today include General Insurance Corporation of India (393.25, 4.1%), Cummins India Ltd. (3,806.90, 3.6%) and Life Insurance Corporation of India (912.95, 3.2%).

Downers:

Largecap and midcap losers today include Kalyan Jewellers India Ltd. (528.10, -10.6%), Biocon Ltd. (343.35, -5.7%) and Coforge Ltd. (1,606.80, -5.7%).

Movers and Shakers

20 stocks in BSE 500 are trading on high volumes today.

Top high volume gainers on BSE included Global Health Ltd. (1,423.20, 7.3%), Gujarat State Fertilizer & Chemicals Ltd. (213.20, 7.2%) and Kalpataru Projects International Ltd. (1,183.60, 6.4%).

Top high volume losers on BSE were PG Electroplast Ltd. (588.80, -20.1%), Kalyan Jewellers India Ltd. (528.10, -10.6%) and The Ramco Cements Ltd. (1,071.80, -5.7%).

Bharti Airtel Ltd. (1,858.60, -3.3%) was trading at 20.2 times of weekly average. Sai Life Science Ltd. (827.90, 4.6%) and Procter & Gamble Hygiene & Healthcare Ltd. (13,200, -0.1%) were trading with volumes 15.6 and 11.2 times weekly average respectively on BSE at the time of posting this article.

BSE 500: highs, lows and moving averages

6 stocks took off, crossing 52 week highs, while 2 stocks were underachievers and hit their 52 week lows.

Stocks touching their year highs included - JK Cement Ltd. (6,995, 1.6%), TVS Motor Company Ltd. (2,968.90, -1.5%) and Star Cement Ltd. (259.77, -0.9%).

Stocks making new 52 weeks lows included - Sun TV Network Ltd. (551, -1.7%) and Tejas Networks Ltd. (556.65, -2.4%).

12 stocks climbed above their 200 day SMA including Network18 Media & Investments Ltd. (57.76, 2.6%) and Caplin Point Laboratories Ltd. (2,111, 2.6%). 33 stocks slipped below their 200 SMA including Kalyan Jewellers India Ltd. (528.10, -10.6%) and Varroc Engineering Ltd. (510.95, -7.8%).

 
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The Baseline
07 Aug 2025
By Abdullah Shah

When mutual funds (MFs) and foreign institutional investors (FIIs) raise their stake in a company, it often signals firm conviction in its long-term growth story. These institutional players typically invest only after deep research into the company and its peers, so their buying rarely goes unnoticed. This screener highlights stocks that saw a QoQ increase of over 2% in both MF and FII holdings in Q1FY26—a potential sign of rising institutional confidence.

The Economic Times noted, “While FIIs have pared back broadly in 2025, they have sharply increased investments in sectors such as financials, telecom, and services—signalling selective confidence in high-growth segments.” 

In Q1FY26, eleven Nifty 500 companies saw a rare show of confidence—both mutual funds and FIIs increased their stake by over 2% each. Such parallel buying is often a strong signal of conviction in a company’s growth potential.

Notably, several of these names come from the financial services space—RBL Bank, KFIN Technologies, and PNB Housing among them. In many cases, promoter exits and a strong earnings outlook opened the door to fresh institutional interest.

A driver of rising institutional buying in Q1 has been promoter stake sales through block deals, creating liquidity windows that mutual funds (MFs) and foreign institutional investors (FIIs) were quick to seize.

In this week’s Chart of the Week, we spotlight eleven companies—ranging from Vishal Mega Mart, Swiggy, Sagility India, and Sai Life Sciences to InterGlobe Aviation, and PG Electroplast—that have caught the eye of both MFs and FIIs. We break down what’s driving this institutional buying spree.

Promoter stake sales unlock institutional buying

Vishal Mega Mart and PG Electroplast’s mutual fund and FII holdings increased after their promoters sold stakes through a block deal. At Vishal Mega Mart, the promoter entity Samayat Services LLP sold a 20% stake worth ?10,488 crore via a block deal in June, following the expiry of the pre-IPO lock-in period. The move triggered a surge of institutional buying, with FIIs raising their stake by 14.3% and mutual funds by 5.8%.

Among the major domestic investors were HDFC Business Cycle Fund, SBI Equity Hybrid Fund, and Kotak Pioneer Fund, each picking up meaningful stakes. What attracted these investors was the company's strong FY25 performance: revenue rose 20.5%, and net profit grew 36.8%, both ahead of analyst expectations.

The company’s business model, anchored in a strong presence in tier-2 cities, a diverse and affordable private label portfolio (contributing 73% of revenue), and a lean cost structure, enhanced its appeal. Growth across apparel, general merchandise, and FMCG segments, along with improved inventory efficiency, also boosted investor confidence.

A similar pattern played out at PG Electroplast. In May, the company’s promoters sold a 5.6% stake for Rs 1,177 crore through a block deal. Institutional interest quickly followed, with FIIs increasing their holding by 2.1% and MFs by 2.6%.

Key institutional investors included ICICI Prudential Smallcap Index Fund, Government Pension Fund Global, and the Government of Singapore.

Backed by standout financials in FY25, the company delivered a 77.7% increase in revenue and a 113.3% jump in net profit, far exceeding expectations. Strong demand for its core products—room air conditioners, washing machines, and air coolers—drove top-line growth, while its emphasis on backward integration improved margins and profitability. 

These gains positioned PG Electroplast as a compelling pick in the consumer electronics manufacturing space.

IndiGo, operated by InterGlobe Aviation, also saw a rise in institutional holdings in Q1FY26, with mutual funds increasing their stake by 3% and FIIs by 2.2%. Among the major participants were ICICI Prudential S&P BSE 500 ETF and SBI Resurgent India Opportunities Scheme .

The airline’s appeal lies in its dominant 64% share of the domestic aviation market during Q1FY26 and its forward-looking expansion strategy. IndiGo has over 900 aircraft on order and plans to expand its international capacity share from 28% to 40% by FY30, factors that have strengthened its long-term investment case among institutions.

Smart money flows into financial stocks on a bullish outlook

Institutional investors ramped up their stakes in several financial companies during Q1FY26, driven by strong FY25 earnings, fresh capital raises, and promoter stake exits. The shift reflects growing confidence in the sector’s outlook, particularly in housing finance, asset management, and mid-sized banks.

KFIN Technologies saw FII holdings rise 5.3% and mutual fund holdings increase 3.3%, following a 10% stake sale by promoter General Atlantic via a block deal in May 2025. The company’s acquisition of Singapore-based Ascent Fund Services in Q4FY25 and plans to grow international revenue have added to investor optimism, despite slightly missing FY25 earnings estimates.

PNB Housing and Aptus Value Housing also attracted significant institutional interest after large private equity exits. Carlyle sold its entire 10.4% stake in PNB Housing, while Westbridge offloaded a 12.6% stake in Aptus, both through open market deals. In response, 

FIIs raised their stakes in both companies by 2.7%, while mutual funds increased holdings by 6.7% in PNB Housing and 5.7% in Aptus. Strong FY25 earnings and renewed demand in the retail housing segment have brought these names into the spotlight.

RBL Bank saw a jump in institutional interest following exits by British International Investment and Unity Associates in April. FIIs increased their stake by 3.1%, while mutual funds added a significant 13.9%. The bank’s better-than-expected FY25 results and a 29% stock rally during the quarter reinforced confidence. Broader trends in the banking sector—such as lower slippages, better asset quality, and steady credit growth—are drawing institutional money back to mid-tier banks.

Capri Global Capitalraised Rs 2,000 crore in May 2025 through its first qualified institutional placement (QIP) in a decade. Post-issue, FIIs raised their stake by 3.7% and mutual funds by 4.5%. The company’s robust FY25 performance added to the momentum.

Of the five financial firms, four beat FY25 earnings estimates, with only KFIN Technologies falling slightly short. A mix of earnings strength, large stake sales and capital raises created fresh entry points for long-term investors.

Post-IPO surge: Institutions load up on Swiggy, Sagility India, Sai Life

Recently listed companies—Sai Life Science, Swiggy and Sagility India—drew strong institutional interest in Q1FY26 following robust FY25 earnings. All three companies listed in late 2024 have seen FIIs and MFs increase their holdings meaningfully since then.

Sai Life Sciences, listed in December 2024, saw mutual fund holdings rise 7.2% and FII holdings rise 2.2%. Major MF investors included Nippon India Pharma, Inevsco India Smallcap Fund, and Axis Mutual Fund. The company reported a 15.9% increase in revenue and a 105.5% jump in net profit, beating Forecaster estimates in FY25. Growth was driven by strong performance in the CDMO and CRO segments, along with lower finance and inventory costs.

Swiggy, which was listed in November 2024, also saw increased institutional interest. MFs raised their stake by 4.3% and FIIs by 2.5% in Q1FY26. Mirae Asset Large & Midcap Fund and Invesco India Flexi Cap Fund each picked up a 1% stake, while the Government Pension Fund Global bought 1.3%. 

Revenue rose 34.3% in FY25, led by strong growth in food delivery and quick commerce. The company plans to shift its quick commerce segment to an inventory-led model, which could improve margins. CFO Rahul Bothra noted that Swiggy has increased its domestic ownership above 40%, moving closer to the 51% threshold required under FDI rules to operate inventory-led e-commerce businesses.

Sagility India, also listed in November 2024, reported a 17.7% increase in revenue and a 136.2% jump in net profit for FY25. MFs raised their stake by 4%, and FIIs by 2.6%. ICICI Prudential Technology Fund and Mirae Asset Aggressive Hybrid Fund were among the largest mutual fund investors.

 
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The Baseline
07 Aug 2025
Modi, Musk, Macron: Why don't Trump's bromances last? | Screener: Stocks beating Forecaster Q1 estimates

We know what a fading friendship looks like. No more funny meme forwards on whatsapp. No more brunch invites. And if things get really bad, you get blocked on Instagram.

With someone like Donald Trump, one can go from the buddy list to the block list really fast, the journey from hugs to hate messages on Truth Social short and dizzying. Trump is so notorious for this that when he and Elon Musk started hanging out, people started unofficial countdown clocks to see how long the friendship would last. It was not breaking news when it finally imploded into name calling and accusations. 

With the Trump-Modi relationship the latest one to be on the rocks, we take a look at Trump's bromances, and why they unravel. 

In this week's Analyticks,  

  • Friend to frenemy: Why Trump's friendships have short expiry dates
  • Screener: Stocks beating Forecaster estimates in Q1 with high target price upsides

Let's do some armchair analysis.

Trump's bromances: a timeline

Trump's various relationships usually start promisingly. Modi and Trump kicked off their relationship with a close hug in early 2017, while French President Emmanuel Macron gave Trump such a firm handshake it left white marks on Trump's hand.

Elon Musk donated over $288 million to Trump's 2024 election campaign, and gifted Trump a red car. 

But despite the absence of gifts, the Macron and Modi friendships lasted longer. 

Macron's relationship with Trump has had several ups and downs - like when they argued during a press conference in 2019 about whether Europe was spending enough money on defence. Trump complained that the US was contributing too much to NATO's defence budget compared to the EU (the US accounted for 22% of the NATO budget). The contribution from the US was later lowered to 16%.

The Modi relationship in comparison, proceeded  more smoothly - Trump had few complaints about India during his first term, instead calling India "a great friend and ally". The first signs of tension came in the beginning of Trump's second term, when the February 2025 press conference looked awkward and a bit uncomfortable.

Are the fights about money?

When Trump picks fights with friends, he claims it is about money. And there are big numbers at stake, according to him. 

But a closer look at these numbers suggests that Trump's complaints are not based in reality. Trump's recent falling out with Macron this year was based on the claim that the US spent $350 billion on Ukraine aid, much more than Europe. But independent estimates put US aid to Ukraine at $119 billion, and EU aid at $138 billion. The EU has spent more on Ukraine than the US. 

Similarly, Trump's complaint about India is that we are buying large quantities of Russian oil. He has cited that as the reason he wants to tariff Indian goods further. 

But again, the facts prove a different story. Europe has purchased large amounts of LNG from Russia, and China has imported $90 billion worth of Russian oil last year, and was its biggest buyer. Trump has been silent regarding Russia related tariffs on both. The US itself imports fertilizers from Russia. 

Musk failed to deliver on his promise to cut US government costs by $2 trillion. He was only able to deliver around $55 billion in savings. But that's not what caused the falling out.

Trump cares a lot about headlines 

All available evidence points to Trump having two core drivers: attention, and money. But attention is something he especially craves. During the years in real estate, when Trump went bankrupt six times, he would often anonymously call the New York tabloids, and offer news about 'Donald Trump' in a fake voice and using a made-up name, hoping for headlines. 

Attention thirst is the kind that cannot be easily quenched. Today's headline soon becomes yesterday's, and one is hungry for more. Consequently, many of Trump's relationships have fallen apart when he competes with a friend for media coverage. 

Trump hates being contradicted, and being contradicted in front of the media is a major offence that he doesn't easily forgive - which both Macron and Modi did. At a press event in June this year, when Trump complained again that Europe was providing Ukraine with less funding than the US, Macron interrupted Trump and corrected him. 

Similarly, after India and Pakistan agreed to a ceasefire after Operation Sindoor, Trump said that he had helped negotiate peace. Modi and the Indian government contradicted this claim, saying that the ceasefire was agreed upon exclusively by India and Pakistan without Trump's involvement. But Trump has repeated the claim several times. 

The Musk-Trump friendship rapidly fell apart not when Musk couldn't cut government spending, but when he publicly criticized Trump's 'Big Beautiful Bill' and said that Trump would bankrupt the US economy. 

With Trump, it's always personal

Trump operates less like a head of state, and more like a don. It's all about personal relationships, and if he feels thwarted, the relationship falters, regardless of the economic value at stake. So when Modi and Macron came in the way of positive attention and a great headline, he got angry. And just like he insulted Macron and Musk ("brain dead" and "crazy" respectively), he rained insults on India ("dead economy"). 

“The fact that India has been unwilling to publicly acknowledge the US president’s role in the India-Pakistan ceasefire, has really stuck in Trump’s head,” Milan Vaishnav of the Carnegie Endowment says.

To get Trump to back down, Modi would need to offer some sweeteners rather than hardening his stance. While the agriculture access the US is pushing for is likely off the table, Modi could offer to remove tariffs on US pharma and LNG imports. US has also been hoping for a defence deal - another sop India could offer. 

Trump has the bigger economy. But as others have learned, to salvage the relationship, it is the other party that needs to be the bigger person. 

Screener: Stocks beating Forecaster estimates in Q1FY26 with high analyst target price upside

Banking & finance stocks beat Forecaster estimates in Q1FY26

With the Q1FY26 results season in full swing, we look at stocks that surpassed estimates with high target price upside potential according to Forecaster. This screener shows stocks that beat Forecaster estimates in Q1FY26, with high Forecaster 12-month target price upside %.

The screener is dominated by stocks from the life insurance, capital markets, banks, consumer electronics, and IT consulting & software industries. Major stocks are Motilal Oswal Financial Services, ICICI Prudential Life Insurance, UTI Asset Management, Amber Enterprises, Anant Raj, Chambal Fertilisers & Chemicals, HDFC Bank, and Indian Bank.

Motilal Oswal’s Q1FY26 revenue and net profit beat Forecaster estimates by 96.7% and 77.1%, respectively. This capital markets company’s revenue and net profit grew by 18.4% and 31.8% YoY during the quarter. Improvements in the capital markets, asset & private wealth management, home finance, and treasury investments segments helped with revenue growth. Meanwhile, lower finance, and fees & commission expenses drove profitability. Forecaster estimates the stock price to rise 17.4% over the next 12 months.

Amber Enterprises also features in the screener after surpassing Forecaster estimates for revenue and net profit by 28.9% and 28%, respectively, in Q1FY26. This consumer electronics company’s revenue and net profit jumped by 43.6% and 43.5% YoY, respectively, during the quarter, helping beat estimates. Improvements in the consumer durables, electronics, and railway sub-system & defence businesses, driven by increased demand in the commercial AC segment and strong order execution, drove revenue growth. Revenue growth outpaced expenses growth, which helped increase profitability, and Forecaster estimates the stock price to grow 9.1% over the next year.

You can find some popular screeners here.

 
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Trendlyne Marketwatch
07 Aug 2025
Market closes flat, Emcure Pharma's Q1 revenue rises 14.4% YoY to Rs 2,104.2 crore
By Trendlyne Analysis

Nifty 50 closed at 24,596.15 (22.0, 0.1%), BSE Sensex closed at 80,623.26 (79.3, 0.1%) while the broader Nifty 500 closed at 22,694.10 (27.3, 0.1%). Market breadth is in the red. Of the 2,486 stocks traded today, 1,061 were in the positive territory and 1,375 were negative.

Indian indices closed flat after recovering from morning losses triggered by the US imposing an additional 25% tariff on Indian imports due to continued Russian oil purchases. The Indian volatility index, Nifty VIX, fell 2.3% and closed at 11.7 points. Hero MotoCorp closed 4.3% higher after its Q1FY26 net profit grew 63% YoY to Rs 1,705.3 crore, beating Forecaster estimates by 61.5%.

Nifty Smallcap 100 and Nifty Midcap 100 closed higher. Nifty Media and Nifty IT were among the top index gainers today. According to Trendlyne’s sector dashboard, Hardware Technology & Equipment emerged as the best-performing sector of the day, with a rise of 3.7%.

Asian indices closed higher or flat. European indices are trading in the green, except for the UK's FTSE 100, which is trading in the red. US index futures are trading higher as Donald Trump’s new tariffs on imports, including a 100% tariff on semiconductors, take effect today. Brent crude futures are trading higher after falling 1.1% on Wednesday.

  • Relative strength index (RSI) indicates that stocks like Sarda Energy & Minerals, JK Cement, and Godfrey Phillips India are in the overbought zone.

  • Protean eGov Tech's Q1FY26 revenue rises 10.9% YoY to Rs 239.3 crore. Net profit grows 13.1% YoY to Rs 23.8 crore, driven by higher other income and stable growth in its digital government services business. The firm appears in a screener of stocks with zero promoter pledge.

  • Emcure Pharmaceuticals' Q1FY26 revenue rises 14.4% YoY to Rs 2,104.2 crore. Net profit grows 43.6% YoY to Rs 206.9 crore, driven by growth in the international business and strong performance in its therapeutic segment. The firm appears in a screener of stocks with low debt.

  • Prism Johnson rises sharply as its Q1FY26 net loss contracts 69.6% YoY to Rs 5.6 crore, owing to lower inventory and finance costs. Revenue grows 9.6% YoY to Rs 1,929.9 crore, helped by improvements in the cement, tiles, sanitaryware, bath fittings, and insurance segments. It features in a screener of stocks where institutions are increasing their shareholding.

  • Vir S Advani, CMD of Blue Star, says this summer was significantly weaker following several strong quarters. As a result, he now expects FY26 revenue from the unitary cooling products (UCP) segment to grow by 10%, down from the earlier guidance of 20%, with margins of 8-8.5%. He continues to aim for a 15% market share by the end of FY26.

  • Caplin Point's Q1FY26 revenue rises 3.6% YoY to Rs 214.6 crore. Net profit grows 18.4% YoY to Rs 85.8 crore, driven by expansion in the US market and growth in the oncology segment. The firm appears in a screener of stocks where foreign institutional investors (FIIs) have increased their shareholding.

  • Bajaj Electricals is falling as its net profit plunges 96.7% YoY to Rs 0.9 crore in Q1FY26 due to an exceptional loss of Rs 6.7 crore. Revenue decreases 7.8% YoY to Rs 1,064.6 crore, impacted by lower contribution from the consumer products segment during the quarter. The company appears in a screener of stocks with declining ROE over the past two years.

  • LTIMindtree bags an order worth Rs 792 crore from India's Central Board of Direct Taxes (CBDT) to upgrade the PAN (Permanent Account Number) infrastructure.

  • Baba Kalyani, CMD of Bharat Forge, highlights that it is challenging for any industry to absorb a 50% tariff. However, he remains optimistic about a political resolution to the tariff issue. The US contributes 10% to Bharat Forge's revenue, with exports at around $200 million (approx. Rs 1,670 crore). Kalyani also notes a 12.7% YoY decline in standalone revenue in Q1 FY26 due to lower exports. Looking ahead, he projects over 15–20% growth in the defence segment in FY26.

  • Hinduja Global Solutions falls sharply as its Q1FY26 net profit plunges 89.5% YoY to Rs 17.4 crore due to a high base in Q1FY25 from a Rs 218.5 crore gain from the sale of its healthcare services business. Revenue declines 2.6% YoY to Rs 1,187.3 crore, caused by reductions in the business process management and media & communications segments. It shows up in a screener of stocks with decreasing returns on equity (RoE) over the past two years.

  • SKF India is falling as its net profit drops 25.6% YoY to Rs 118.2 crore in Q1FY26 due to inventory buildup. However, revenue increases 6.4% YoY to Rs 1,283.2 crore, driven by improvements in the industrial and automotive segments during the quarter. The company appears in a screener of stocks with declining cash flow from operations over the past two years.

  • Bharat Heavy Electricals is falling sharply as its Q1FY26 net loss expands 115.5% YoY to Rs 455.5 crore due to higher raw materials, employee benefits, and finance costs. However, revenue rises 1.4% YoY to Rs 5,658.1 crore, driven by an improvement in the industry segment. It shows up in a screener of stocks with an increasing trend in non-core income.

  • The Federation of Automobile Dealers Associations (FADA) reports a 1% drop in passenger vehicle sales to 3,28,613 units in July, down from 3,31,280 units last year. Two-wheeler sales declined 6.5% to 13.6 lakh units. FADA expects favourable monsoon conditions for August–September but warns that localised floods and landslides could impact sales in the coming months.

  • CreditAccess Grameen's board appoints Ganesh Narayanan as Chief Executive Officer (CEO) and Managing Director (MD) for a five-year term, effective August 5.

  • Raymond's Q1FY26 revenue rises 17% YoY to Rs 524 crore, driven by growth in its aerospace and automotive businesses. Net profit drops 8.9% YoY to Rs 21 crore due to higher employee expenses and finance costs. The firm appears in a screener of stocks with low debt.

  • Kotak Mahindra Bank falls as 1.1 crore shares worth approximately Rs 2,134 crore reportedly change hands in a block deal at an average price of Rs 1,974 per share.

  • CLSA maintains an 'Outperform' rating on PVR INOX with a target price of Rs 1,920. The brokerage highlights that the company’s Q1 performance exceeded expectations, driven by an 8% YoY rise in average ticket prices and a 23% growth in movie ticket sales. In Q1FY26, gross box office collections (GBOC) for Bollywood and Hollywood films were up 38–72% YoY.

  • Sula Vineyards' Q1 net profit falls 86.7% YoY to Rs 1.9 crore. Revenue declines 2.4% YoY to Rs 119.2 crore due to weak urban consumption and an excise duty hike on spirits in Maharashtra. The company appears in a screener of stocks where mutual funds have increased their shareholding in the past quarter.

  • Alibaba-backed Antfin Singapore Holding Pte reportedly plans to sell a 2% stake in Eternal worth Rs 5,375 crore via a block deal.

  • Ircon International is falling as its net profit declines 26.5% YoY to Rs 164.6 crore in Q1FY26, impacted by higher material and finance costs. Revenue decreases 21.9% YoY to Rs 1,786.3 crore due to weaker domestic sales during the quarter. The company appears in a screener of stocks underperforming their industry price change over the past quarter.

  • Swiggy, Vishal Mega Mart, Hitachi Energy India, and Waaree Energies are likely to enter the MSCI Global Standard Index in MSCI’s August review, with each stock expected to attract passive inflows of around $217–287 million. Meanwhile, Bharat Dynamics may be excluded from the Small Cap Index.

  • Hero MotoCorp is rising as its Q1FY26 net profit jumps 63% YoY to Rs 1,705.3 crore, driven by lower raw materials and inventory expenses. However, revenue declines 3.8% YoY to Rs 10,037.7 crore during the quarter. It features in a screener of stocks with trailing twelve-month (TTM) EPS growth.

  • Trent rises as its Q1FY26 net profit grows 9.5% YoY to Rs 429.7 crore owing to lower employee benefits expenses. Revenue increases 18.6% YoY to Rs 4,924.1 crore, driven by new store additions. It appears in a screener of stocks with improving cash flow from operations over the last two years.

  • Fortis Healthcare is rising as its net profit surges 56.8% YoY to Rs 260.3 crore in Q1FY26, helped by an exceptional gain of Rs 12.6 crore. Revenue increases 16.6% YoY to Rs 2,166.7 crore, driven by improvements in the healthcare and diagnostics segments during the quarter. The company appears in a screener of stocks outperforming their industry price change over the past quarter.

  • Jindal Stainless' Q1FY26 net profit grows 10.2% YoY to Rs 714.2 crore, helped by lower inventory expenses. Revenue jumps 8.4% YoY to Rs 10,276 crore during the quarter. It features in a screener of affordable stocks with high return on equity (RoE) and momentum.

  • Nifty 50 was trading at 24,513.20 (-61, -0.3%), BSE Sensex was trading at 80,262.98 (-281.0, -0.4%) while the broader Nifty 500 was trading at 22,592.20 (-74.7, -0.3%).

  • Market breadth is highly negative. Of the 1,972 stocks traded today, 470 were in the positive territory and 1,437 were negative.

Riding High:

Largecap and midcap gainers today include Lupin Ltd. (1,944.20, 5.0%), Hero MotoCorp Ltd. (4,660.70, 4.2%) and Coforge Ltd. (1,704.10, 4.0%).

Downers:

Largecap and midcap losers today include Bharat Heavy Electricals Ltd. (227.97, -5.0%), Thermax Ltd. (3,328.20, -3.7%) and Berger Paints (India) Ltd. (545.95, -3.4%).

Movers and Shakers

22 stocks in BSE 500 are trading on high volumes today.

Top high volume gainers on BSE included ITI Ltd. (320.30, 6.9%), Caplin Point Laboratories Ltd. (2,058.30, 6.7%) and Sapphire Foods India Ltd. (320.70, 5.1%).

Top high volume losers on BSE were Gujarat Narmada Valley Fertilizers & Chemicals Ltd. (503.25, -7.7%), Bharat Heavy Electricals Ltd. (227.97, -5.0%) and SKF India Ltd. (4,566.50, -4.8%).

Eternal Ltd. (301.75, 1.0%) was trading at 18.2 times of weekly average. Century Plyboards (India) Ltd. (750, 0.1%) and Bajaj Holdings & Investment Ltd. (13,780, 1.3%) were trading with volumes 10.9 and 8.6 times weekly average respectively on BSE at the time of posting this article.

BSE 500: highs, lows and moving averages

6 stocks hit their 52 week highs, while 5 stocks were underachievers and hit their 52 week lows.

Stocks touching their year highs included - Fortis Healthcare Ltd. (884, 3.0%), JK Cement Ltd. (6,888.50, -1.0%) and JSW Steel Ltd. (1,064.80, 1.2%).

Stocks making new 52 weeks lows included - Indian Energy Exchange Ltd. (133.46, 1.0%) and Ratnamani Metals & Tubes Ltd. (2,329.60, -0.9%).

13 stocks climbed above their 200 day SMA including ITI Ltd. (320.30, 6.9%) and Firstsource Solutions Ltd. (369.85, 5.3%). 30 stocks slipped below their 200 SMA including Bharat Heavy Electricals Ltd. (227.97, -5.0%) and Rashtriya Chemicals & Fertilizers Ltd. (144.90, -3.5%).

 
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Trendlyne Marketwatch
06 Aug 2025
Market closes lower, Lupin's Q1 net profit surges 52.1% YoY to Rs 1,219 crore
By Trendlyne Analysis

Nifty 50 closed at 24,574.20 (-75.4, -0.3%), BSE Sensex closed at 80,543.99 (-166.3, -0.2%) while the broader Nifty 500 closed at 22,666.85 (-131.7, -0.6%). Market breadth is sharply down. Of the 2,491 stocks traded today, 650 were on the uptrend, and 1,792 went down.

Indian indices closed lower after extending losses in the afternoon session. The Indian volatility index, Nifty VIX, rose 2.1% and closed at 12 points. Bajaj Auto's net profit rose 5.4% YoY to Rs 2,096 crore in Q1FY26. Revenue increased 5.5% YoY to Rs 12,584.5 crore, driven by higher sales from the automotive, investments and financing segments.

Nifty Smallcap 100 and Nifty Midcap 100 closed in the red, tracking the benchmark index. Nifty Pharma and Nifty IT were among the worst-performing indices of the day. According to Trendlyne’s sector dashboard, Fertilizers emerged as the worst-performing sector of the day, with a fall of 2.3%.

European indices are trading higher, except Russia’s RTSI and MOEX indices, which are trading flat. Major Asian indices closed in the green, except China’s FTSE China 50 index, which closed 0.2% lower. US index futures are trading higher, indicating a positive start to the session as investors await Q2 results of McDonald’s and Walt Disney.

  • Money flow index (MFI) indicates that stocks like JK Cement, Fortis Healthcare, Tata Investment, and Schneider Electric are in the overbought zone.

  • Capacite Infra secures a contract worth Rs 113.7 crore from the Hinduja Group for civil and structural works in Worli, Mumbai.

  • Lupin's Q1FY26 net profit surges 52.1% YoY to Rs 1,219 crore, helped by lower material costs and inventory destocking. Revenue increases 11.9% YoY to Rs 6,268.3 crore, driven by higher sales from the pharmaceuticals segment during the quarter. The company appears in a screener of stocks where mutual funds have increased their shareholding in the past month.

  • Nazara Tech's board of directors schedules a meeting on August 12 to consider a proposal for a bonus issue and a stock split.

  • Bajaj Auto's net profit rises 5.4% YoY to Rs 2,096 crore in Q1FY26. Revenue increases 5.5% YoY to Rs 12,584.5 crore, driven by higher sales from the automotive, investments and financing segments during the quarter. The company appears in a screener of stocks with low debt.

  • Goldman Sachs lowers India’s GDP growth forecast for 2025 and 2026 to 6.5% and 6.4%, respectively, citing ongoing trade tensions with the US. While it anticipates potential tariff negotiations, the brokerage notes that uncertainty continues to affect investor confidence. It also revises inflation forecasts downward but urges caution due to historical trends.

  • Divi's Labs' Q1FY26 net profit grows 26.7% YoY to Rs 545 crore. Revenue rises 13.7% YoY to Rs 2,410 crore, driven by stable demand for generics and the custom synthesis segment. The company appears in a screener of stocks where mutual funds have increased their shareholding in the past two months.

  • EIH falls as its net profit drops 63.3% YoY to Rs 33.8 crore in Q1FY26 due to an exceptional loss at its Mashobra resort and Tirupati hotel project. Revenue rises 8.8% YoY to Rs 609 crore, driven by higher occupancy rates. The firm appears in a screener of stocks with no debt.

  • Prestige Estates Projects is rising as its net profit grows 25.8% YoY to Rs 292.5 crore in Q1FY26, helped by inventory destocking. Revenue increases 23.9% YoY to Rs 2,307.3 crore, driven by a surge in pre-sales, especially in Ghaziabad during the quarter. The company appears in a screener of stocks with PE ratio higher than the Industry average.

  • RBI Governor Sanjay Malhotra expresses confidence in India’s foreign exchange reserves, noting they are sufficient to cover over 11 months of imports. He highlights that US tariffs contribute to global uncertainty, impacting investment and spending decisions, which in turn can slow economic growth. However, he adds that the direct impact on India is relatively limited, as exports account for around 12% of the country’s GDP, with just 2% going to the US.

  • Concor's Q1FY26 net profit grows 3.2% YoY to Rs 266.5 crore. Revenue rises 2.4% YoY to Rs 2,248.8 crore, driven by higher container volumes and steady demand in the export-import logistics segment. The firm appears in a screener of stocks with zero promoter pledge.

  • Anup Engineering's Q1FY26 net profit grows 9.3% YoY to Rs 26.2 crore. Revenue rises 19.5% YoY to Rs 177.5 crore, driven by strong order execution and higher demand from the oil & gas and petrochemicals segments. The firm appears in a screener of stocks with low debt.

  • Britannia Industries falls sharply as its net profit misses Forecaster estimates by 10.4% despite rising 3% YoY to Rs 520.7 crore in Q1FY26. Revenue increases 8.7% YoY to Rs 4,622.2 crore during the quarter. It shows up in a screener of stocks with declining net cash flow.

  • Nuvama maintains a 'Hold' rating on Exide Industries with a higher target price of Rs 380. The brokerage anticipates the company’s core lead-acid battery business to achieve a 7% revenue CAGR and 9% EBITDA CAGR over FY25–28. It also notes that the company’s lithium-ion project is progressing in line with expectations.

  • M&B Engineering’s shares make a flat debut on the bourses at Rs 385. The Rs 650 crore IPO received bids for 36.2 times the total shares on offer.

  • Sri Lotus Developers' shares debut on the bourses at a 18.7% premium to the issue price of Rs 150. The Rs 792 crore IPO received bids for 69.1 times the total shares on offer.

  • National Securities Depository's shares debut on the bourses at a 10% premium to the issue price of Rs 800. The Rs 4,011.6 crore IPO received bids for 41 times the total shares on offer.

  • The RBI’s Monetary Policy Committee (MPC) lowers its FY26 CPI inflation forecast to 3.1% from 3.7%, while retaining the GDP growth estimate at 6.5%. Governor Sanjay Malhotra attributes the improved inflation outlook to a favourable base, healthy kharif sowing, adequate reservoirs, and strong food grain stocks. However, inflation is expected to rise slightly above 4% in Q4 and beyond as base effects fade and demand pressures build.

  • Dalmia Bharat Sugar's Q1 net profit falls 37.9% YoY to Rs 38.3 crore. Revenue declines 1.1% YoY to Rs 956.7 crore, due to lower sugarcane crushing volumes and higher operational expenses. The firm appears in a screener of stocks where foreign institutional investors (FIIs) are increasing their shareholding.

  • Raymond Realty's Q1FY26 net profit grows 121.8% YoY to Rs 16.5 crore. Revenue rises 201.9% YoY to Rs 391.8 crore, driven by higher project bookings and improved price realisation. It shows up in a screener of stocks with a QoQ increasing profit margin.

  • NCC's Q1FY26 net profit falls 8.5% YoY to Rs 192.1 crore. Revenue declines 6.3% YoY to Rs 5,207.9 crore due to delays in project execution and higher employee expenses. The company appears in a screener of stocks where mutual funds have increased their shareholding in the past quarter.

  • The RBI’s Monetary Policy Committee (MPC) keeps the policy repo rate unchanged at 5.5% and maintains its policy stance at ‘Neutral.’ RBI Governor Sanjay Malhotra notes that the economy is heading into the festive season, which typically boosts economic activity, and adds that geopolitical uncertainties have eased to some extent.

  • Torrent Power is falling as its net profit declines 24.8% YoY to Rs 731.4 crore in Q1FY26, impacted by higher power purchase costs. Revenue decreases 12.5% YoY to Rs 7,906.4 crore due to lower contribution from the generation and transmission & distribution segments during the quarter. The company appears in a screener of stocks underperforming their industry price change over the past quarter.

  • Gland Pharma is rising as its net profit surges 49.9% YoY to Rs 215.5 crore in Q1FY26, helped by inventory destocking. Revenue increases 7.4% YoY to Rs 1,505.6 crore, driven by improvements in core operations and a turnaround at its European subsidiary, Cenexi. The company appears in a screener of stocks outperforming their industry price change over the past quarter.

  • Bharti Airtel's Q1FY26 net profit surges 43% YoY to Rs 5,947.9 crore, helped by lower access charges. Revenue increases 28.5% YoY to Rs 49,462.6 crore, driven by higher mobile average revenue per user and improvements in the India and Africa markets during the quarter. The company appears in a screener of stocks where mutual funds have increased their shareholding in the past two months.

  • Nifty 50 was trading at 24,654.85 (5.3, 0.0%), BSE Sensex was trading at 80,694.98 (-15.3, 0.0%) while the broader Nifty 500 was trading at 22,803.20 (4.7, 0.0%).

  • Market breadth is surging. Of the 1,951 stocks traded today, 1,261 showed gains, and 627 showed losses.

Riding High:

Largecap and midcap gainers today include Waaree Energies Ltd. (3,218.40, 5.3%), Gujarat Fluorochemicals Ltd. (3,640, 4.1%) and Union Bank of India (131.02, 2.4%).

Downers:

Largecap and midcap losers today include Bosch Ltd. (38,255, -5.8%), Balkrishna Industries Ltd. (2,400.20, -5.7%) and Coromandel International Ltd. (2,504.40, -4.4%).

Volume Rockets

23 stocks in BSE 500 are trading on high volumes today.

Top high volume gainers on BSE included Godfrey Phillips India Ltd. (10,854.50, 9.9%), Sarda Energy & Minerals Ltd. (581.75, 7.7%) and Kirloskar Oil Engines Ltd. (919.50, 6.3%).

Top high volume losers on BSE were Bayer Cropscience Ltd. (5,946.50, -5.3%), Elgi Equipments Ltd. (545.70, -4.6%) and Divi's Laboratories Ltd. (6,133.50, -4.3%).

Adani Energy Solutions Ltd. (791.10, -1.4%) was trading at 17.3 times of weekly average. ITI Ltd. (299.55, 3.4%) and Gujarat Fluorochemicals Ltd. (3,640, 4.1%) were trading with volumes 13.5 and 11.2 times weekly average respectively on BSE at the time of posting this article.

BSE 500: highs, lows and moving averages

6 stocks overperformed with 52 week highs, while 2 stocks were underachievers and hit their 52 week lows.

Stocks touching their year highs included - TVS Motor Company Ltd. (2,952.70, -1.0%), Godfrey Phillips India Ltd. (10,854.50, 9.9%) and Delhivery Ltd. (454.80, -0.7%).

Stocks making new 52 weeks lows included - Ratnamani Metals & Tubes Ltd. (2,351.60, -4.4%) and Five-Star Business Finance Ltd. (583.15, -3.2%).

9 stocks climbed above their 200 day SMA including Kirloskar Oil Engines Ltd. (919.50, 6.3%) and ITI Ltd. (299.55, 3.4%). 30 stocks slipped below their 200 SMA including Coforge Ltd. (1,638.30, -4.0%) and Balrampur Chini Mills Ltd. (548.25, -3.7%).