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Trendlyne Marketwatch
18 Aug 2025, 01:34PM
Market trades higher, Jai Corp's Q1 net profit jumps 7.6x YoY to Rs 104.3 crore
By Trendlyne Analysis

Nifty 50 was trading at 24,929.15 (297.9, 1.2%), BSE Sensex was trading at 81,476.99 (879.3, 1.1%) while the broader Nifty 500 was trading at 22,968.50 (1.27%). Market breadth is surging up. Of the 2,496 stocks traded today, 1,675 were gainers and 771 were losers.

Nifty 50 opens higher, after gaining 306.9 points in the pre-opening session, as PM Narendra Modi promised GST reforms before Diwali in his Independence Day address. Indian indices closed flat on Thursday. FIIs sold shares worth Rs 1,926.8 crore, while DIIs bought Rs 3,895.7 crore in Indian equities on the same day.

Nifty Smallcap 100 and Nifty Midcap 100 open in the green, tracking the benchmark index. Nifty Auto and Nifty MNC open higher. Nifty IT opens in the green, despite the tech-heavy Nasdaq 100 index closing 0.5% lower on Friday.

Most European indices closed higher on Friday, except the UK’s FTSE 100 and the Netherlands’ AEX indices, which closed 0.4% and 0.3% lower, respectively. Major Asian indices are trading mixed. US indices closed with varying trends on Friday, with the Dow Jones closing flat and the S&P 500 closing 0.3% in the red, respectively. The University of Michigan's consumer sentiment index fell to 58.6 in August from 61.7 in July as inflation worries rose.

  • Jai Corp surges more than 15% as its Q1FY26 net profit jumps 7.6x YoY to Rs 104.3 crore, driven by lower inventory, finance and depreciation & amortisation expenses. Revenue grows 83.3% YoY to Rs 234.8 crore, owing to improvements in the plastic processing and real estate segments. It features in a screener of stocks with above-line growth and below-line valuations.

  • PNC Infratech secures an order from NHPC to set up a 300 megawatt (MW) inter-state transmission system and a 150 MW/600 megawatt-hour (MWh) energy storage system (ESS).

  • JK Cement's board approves an investment of Rs 4,805 crore for a greenfield expansion project. The project involves setting up a new cement clinkerisation unit of 4 million tonnes per annum (MTPA) and a cement grinding capacity of 3 MTPA at its Jaisalmer plant, Rajasthan.

  • EMS secures a Rs 104 crore letter of acceptance (LOA) from UP Jal Nigam for the Agra water supply project. The work involves engineering, design, and construction of a water treatment plant and an intake well-cum-pump house.

  • Knowledge Realty Trust's shares debut on the bourses at a 3% premium to the issue price of Rs 100. The Rs 4,800 crore IPO received bids for 12.5 times the total shares on offer.

  • Auto stocks like Maruti Suzuki India and Hyundai Motor India surge over 8% as the Indian government proposes reducing GST on small cars to 18% from 28%. The government plans its biggest tax overhaul since 2017, with consumer, auto, and insurance firms set to benefit as prices drop from October, post approval.

  • Alembic Pharma receives US FDA approval for its abbreviated new drug application (ANDA) for tretinoin cream. The drug, used to treat acne vulgaris, had a market size of $94 million in June 2025, according to IQVIA.

  • KEC International is rising as it secures orders worth Rs 1,402 crore across its businesses. Its transmission & distribution (T&D) unit receives orders to supply transmission towers in the USA. In the cables segment, it secures orders to supply various types of cables and conductors in India and overseas markets.

  • Inox Wind's Q1FY26 revenue rises 32.6% YoY to Rs 862.5 crore, driven by strong project execution. Net profit doubles YoY to Rs 105.8 crore. The company appears in a screener of stocks where mutual funds have increased their shareholding in the past month.

  • Motilal Oswal notes that the second-generation GST reforms, aiming to reduce tax burden and boost consumption, propose a shift from four tax slabs to two (5% and 18%). The brokerage expects these changes to cut retail prices by 4-5% and increase consumption. It names consumer staples, autos, cement, hotels, retail, durables, logistics, quick commerce, and EMS sectors as likely beneficiaries.

  • Swan Energy is falling as its Q1FY26 net profit plunges 86.2% YoY to Rs 19.1 crore due to higher raw materials, inventory, employee benefits, and depreciation & amortisation expenses. However, revenue grows 9.5% YoY to Rs 1,272.1 crore, led by improvements in the textile and distribution & development segments. It shows up in a screener of stocks with high promoter pledges.

  • Zaggle Prepaid Ocean Services surges as its net profit grows 56% YoY to Rs 26.1 crore in Q1FY26, helped by lower finance costs. Revenue increases 31.6% YoY to Rs 332 crore, driven by new client acquisition and AI integration during the quarter. The company appears in a screener of stocks with improving book value per share over the past two years.

  • Vodafone Idea is rising as its Q1FY26 net loss beats Forecaster estimates by 3.4% despite expanding 2.7% YoY to Rs 6,608.1 crore due to higher license fees & spectrum usage, roaming & access, marketing, and finance costs. However, revenue grows 3.7% YoY to Rs 11,164.2 crore, driven by improvements in subscriber base and average revenue per user (ARPU). It features in a screener of stocks with improving net cash flow over the past two years.

  • Glenmark Pharma is falling as its net profit plunges 86.2% YoY to Rs 46.9 crore in Q1FY26. However, revenue increases marinally by 0.6% YoY to Rs 3,264.4 crore as gains in India and emerging markets were offset by declines in Europe and North America. The company appears in a screener of stocks with PE ratio higher than the Industry average.

  • Markets are up today morning. Nifty 50 was trading at 24,946.70 (315.4, 1.3%), BSE Sensex was trading at 81,315.79 (718.1, 0.9%) while the broader Nifty 500 was trading at 22,956.40 (276.2, 1.2%).

  • Market breadth is ticking up strongly. Of the 2,094 stocks traded today, 1,741 were gainers and 295 were losers.

Riding High:

Largecap and midcap gainers today include Maruti Suzuki India Ltd. (14,049, 8.6%), Ashok Leyland Ltd. (132.29, 8.5%) and Hyundai Motor India Ltd. (2,418.30, 7.9%).

Downers:

Largecap and midcap losers today include Suzlon Energy Ltd. (57.82, -3.7%), Lloyds Metals & Energy Ltd. (1,362.10, -2.6%) and Hindustan Petroleum Corporation Ltd. (385.20, -2.3%).

Crowd Puller Stocks

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

Top high volume gainers on BSE included KEC International Ltd. (856, 10.0%), Relaxo Footwears Ltd. (479.50, 9.8%) and Maruti Suzuki India Ltd. (14,049, 8.6%).

Top high volume losers on BSE were Galaxy Surfactants Ltd. (2,236.90, -1.4%) and LIC Housing Finance Ltd. (567, -0.4%).

Escorts Kubota Ltd. (3,637.60, 7.0%) was trading at 16.1 times of weekly average. Endurance Technologies Ltd. (2,823, 8.5%) and Campus Activewear Ltd. (264.60, 4.4%) were trading with volumes 9.8 and 8.0 times weekly average respectively on BSE at the time of posting this article.

BSE 500: highs, lows and moving averages

22 stocks hit their 52 week highs, while 1 stock tanked below their 52 week lows.

Stocks touching their year highs included - Apollo Hospitals Enterprise Ltd. (7,869, 0.6%), Ashok Leyland Ltd. (132.29, 8.5%) and Bajaj Holdings & Investment Ltd. (14,698, 4.0%).

Stock making new 52 weeks lows included - Cohance Lifesciences Ltd. (898.55, -1.7%).

32 stocks climbed above their 200 day SMA including Blue Star Ltd. (1,924.30, 7.8%) and Nestle India Ltd. (1,165.20, 7.0%). 6 stocks slipped below their 200 SMA including Jubilant Pharmova Ltd. (1,046.30, -0.9%) and PTC Industries Ltd. (13,660, -0.5%).

 
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The Baseline
14 Aug 2025
Five Interesting Stocks Today - August 14, 2025
By Trendlyne Analysis

1. Alkem Laboratories:

Thispharma company rose 10% over the past week after posting strongQ1FY26 results and unveiling plans to expand into Saudi Arabia. Jefferies upgraded the stock from ‘Underperform’ to ‘Buy’, calling Alkem’s “pivot towards accelerating growth” a “refreshing” shift already visible in the numbers.

Revenue grew 11% YoY inQ1, beatingForecaster estimates by 4.3%, thanks to robust domestic sales and a rebound in the US business. Net profit also came in well ahead of estimates after rising 22%, due to a better product mix and lower raw material costs. EBITDA margin expanded 300 bps to 22.5%. Management expects margins to sustain at this level for FY26, aided by cost efficiency programs and a higher share of branded generics.

The domestic market, whichcontributes over 60% of total sales, grew on the back of new launches and rising demand in both chronic and acute therapies. The US business, which accounts for more than one-fifth of revenue, grew 9% despite price erosion, helped by market share gains in key products. 

Still, management warns that revenue could take a hit if President Donald Trump follows through on tariff threats against the pharmaceutical sector. Addressing this concern, MD Sandeep Singhsaid, “We are actively diversifying our portfolio, increasing local manufacturing in the US through partnerships, and focusing more on complex generics and branded products that face less price erosion.”

Diversifying beyond the US forms a key pillar of Alkem’s growth strategy, with international markets other than the US currently contributing only 10% to the total revenue. The firm recentlysigned a joint venture agreement to build a manufacturing facility in Saudi Arabia to expand its presence in the Middle East. “Our partner brings strong local market access, and combined with our robust product pipeline, we are confident about the opportunity,” Singh adds. The new facility is expected to start operations in FY27.

2. Hero MotorCorp:

This two-wheeler manufacturer surged 5.2% over the past week following the announcement of its Q1FY26 results on August 6. Hero MotoCorp’s net profit increased 63% YoY to Rs 1,705.3 crore, beating Forecaster estimates by 61.5%, driven by lower raw materials and inventory expenses. The company features in a screener of companies with increasing profits every quarter for the past four quarters.

Revenue fell 3.8% to Rs 10,037.7 crore, mainly due to a 10.9% drop in volumes from a temporary production halt that slowed dispatches. The management highlighted that it had taken a five-day shutdown in April at four plants to address supply chain issues and carry out maintenance, but production has since normalised. Meanwhile, global business grew 27%, remaining a bright spot. Hero exports to Latin America, Africa, West Asia, and Europe and remains focused on expanding its footprint.

If we look at the domestic two-wheeler industry, performance in the first four months of FY26 was a mixed bag. April and May saw strong growth, driven by the marriage season and improved rural demand. However, this momentum slowed in June and July due to the early arrival of the monsoon. Ashutosh Varma, the Chief Business Officer, said, “We expect demand to recover as the festive season approaches. Volume growth was slow for the industry, but we feel that it's a postponement and volumes will come back to the 6–7% range for the full year”.

During the quarter, Hero MotoCorp continued to strengthen its product range. It launched Destini 125 and Xoom 125 in the 125cc scooter segment, boosting its position in the premium category. In the 100cc motorcycle space, Hero added the HF Deluxe Pro to its HF Deluxe range, targeting value-conscious buyers. The company’s two-wheeler market share improved 100 bps QoQ to 30.9%.

Following the company’s Q1 performance, Motilal Oswal reiterated its ‘Buy’ rating with a Rs 5,355 target price. The brokerage expects volume growth driven by new launches and higher exports. It believes the company will gain from a gradual rural recovery, backed by its strong brand in the economy and executive segments.

3. Kalpataru Projects International:

This construction & engineering player has risen by 10.4% in the past week after announcing its Q1FY26 results on August 7. The company’s revenue beat Trendlyne’s Forecaster estimates by 11.4%. Net profit exceeded expectations by 23.3%, driven by strong execution in transmission & distribution (T&D), buildings & factories (B&F), and oil & gas segments.

Over 75% of Kalpataru's order book is in the T&D and B&F segments. Management notes that they have a tender pipeline of Rs 1.2 lakh crore in these two areas over the next 12–18 months, helped by investments in grid expansion and energy transition in India and abroad. These segments deliver EBITDA margins of 9–10%, higher than the company’s total margin of 8.5% in Q1FY26. This should provide an overall margin boost.

However, the water infrastructure segment, which makes up about 14% of the company’s order book, posted a 5% YoY revenue decline in Q1 due to delayed payments in states such as Uttar Pradesh and Jharkhand. The company is now prioritising projects only in states with better payment records and centrally funded projects with approved budgets. It expects the water infra segment to see single-digit growth in FY26, supported by improving collections and a selective approach to new orders.

MD & CEO Manish Manod said the company expects FY26 revenue growth of 20–25% and is targeting order inflows of over Rs 26,000 crore. He added that many of the recent orders are design-build contracts, which may take longer to convert into revenue. “It would not happen in Q2 or Q3. It would only start in Q4, so the impact will be more visible on an annualised basis,” Manod noted.

Motilal Oswal has a ‘Buy’ rating on Kalpataru, citing improved execution of existing orders and healthy cash flow from better customer advances and claim settlements. A spike in commodity prices and higher promoter pledges are key concerns, but new T&D orders domestically and internationally should support growth. On Trendlyne, the stock is overvalued at the current PE but undervalued based on future earnings estimates.

4. PG Electroplast:

This consumer electronics equipment manufacturer fell 35% over the past week following the announcement of its Q1FY26 results on August 8 and weak FY26 growth guidance. The company's net profit fell 20% YoY due to lower sales of room air conditioners (RACs) and coolers, and higher finance costs. However, its revenue grew 15%, helped by higher sales from the washing machine segment. Both revenue and net profit missedForecaster estimates.

PG Electroplast is a third-party manufacturer that makes and assembles electronic products like RACs, washing machines, and TVs for brands such as Godrej, Blue Star and Honeywell. The stock features in ascreener of companies where mutual funds increased their shareholding in the past quarter.

Faced with operational challenges, soft seasonal sales and excess inventory with brands, the management revised its FY26 revenue growth guidance to 19%, down from the earlier 30%. It also lowered its EBITDA margin guidance by over 150 bps on account of fixed costs surpassing sales.

Vishal Gupta, Managing Director, notes, "60% of our total revenue comes from the air conditioners business. The early arrival of the monsoon affected their sales, making Q1 a subdued start to the year." 

The company’s management highlighted that it remains confident in its long-term growth prospects. However, in the short term, due to higher inventory build-up, it trimmed its FY26 capital expenditure plan by 15% from the earlier guidance to Rs 750 crore. 

The company earns 14% of its total revenue from the washing machine and television businesses. For FY26, management expects 45% growth in the washing machine segment and 60% growth in the television segment.

Guptasaid, "We expect inventory levels to normalise in Q3 as brands start picking up inventory for the festive season, and we plan to use Rs 300 crore of capex to build a new plant for the refrigerator business and increase washing machine capacity from 1.2 million to 2 million units in FY26."

Following the guidance revision, Nuvamamaintained a 'Buy' rating but cut its price target by 35% to Rs 710, citing high inventory levels and softer air conditioner demand. The brokerage revised FY26 EPS estimates by 36% due to higher interest costs and margin contraction in the air conditioner segment.

5. Fortis Healthcare:

Thishealthcare company has surged 8.6% over the past week, hitting its all-time high on August 14 after the company announced itsQ1FY26 results. Fortis Healthcare’s net profit rose 56.8% YoY to Rs 260.3 crore, and revenue increased 16.6% to Rs 2,166.7 crore. The growth camefrom strong performance in the healthcare and diagnostics segments.

The healthcare segmentposted an 18.6% YoY revenue increase in Q1 FY26, driven by a 10.2% rise in average revenue per occupied bed (ARPOB) and a higher occupancy rate of 69%, versus 67% a year ago. The diagnostics business, operated under Agilus Diagnostics,reported a 7.4% increase in revenue. This was supported by expansion of its network to 4,261 centres, growth in preventive and genomics portfolios, and the launch of 30 new tests.

Fortis Healthcare is pursuing aggressive capacity expansion. Ashutosh Raghuvanshi, MD and CEO of Fortis Healthcare,said, “We are going to add capacity of approximately 900 beds in the current financial year, and expect to operationalize approximately 50% of these beds." This expansion includes the recentacquisition of Shrimann Superspecialty Hospital in Jalandhar, which added 228 beds and was worth Rs 420 crore. The company also plans to add 450 beds in Mohali and 180 beds in Amritsar over the coming years.

In July 2025, Fortis Healthcaresigned an operations and maintenance agreement with Gleneagles India to manage around 700 beds across five hospitals and a clinic. This deal expands Fortis’ presence to new cities, including Hyderabad and Chennai. The company will receive a monthly service fee of 3% of the net revenue from these facilities.

Following the results, Prabhudas Lilladhermaintained a ‘Buy’ rating, expecting continued margin gains from treating higher value specialties, improving cost efficiency, and adding capacity. The brokerage sees acquisitions and brownfield projects as key growth drivers, but notes that execution will be critical to sustain the current momentum.

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
14 Aug 2025
Market closes flat, Amara Raja's Q1 net profit drops 20.7% YoY to Rs 194 crore
By Trendlyne Analysis

Nifty 50 closed at 24,631.30 (12.0, 0.1%), BSE Sensex closed at 80,597.66 (57.8, 0.1%) while the broader Nifty 500 closed at 22,680.25 (-17.9, -0.1%). Market breadth is in the red. Of the 2,484 stocks traded today, 866 were in the positive territory and 1,563 were negative.

Indian indices closed flat after switching between losses and gains throughout the day. The Indian volatility index, Nifty VIX, rose 1.8% and closed at 12.4 points. India’s Wholesale Price Index (WPI) inflation fell to a two-year low of -0.6% in July from -0.1% in June, driven by easing prices of food items and fuel.

Nifty Smallcap 100 and Nifty Midcap 100 closed lower. Nifty Metal and BSE Oil & Gas were among the top index losers today. According to Trendlyne’s sector dashboard, Metals & Mining emerged as the worst-performing sector of the day, with a fall of 1.3%.

Asian indices closed mixed. European indices are trading mixed. US index futures are trading flat, indicating a cautious start to the trading session. Investors await July Producer Price Index (PPI) data, scheduled for release today, to assess the impact of tariffs on goods costs. Brent crude futures are trading higher after falling 0.7% on Wednesday.

  • Money flow index (MFI) indicates that stocks like HBL Power Systems, Fortis Healthcare, NMDC Steel, and EIH Hotels are in the overbought zone.

  • IRB Infrastructure Developers is rising as its Q1FY26 net profit jumps 44.6% YoY to Rs 202.5 crore. Revenue grows 9.8% YoY to Rs 2,164.6 crore, owing to improvements in the build, operate & transfer (BOT) and lnvITs & related assets segments. It features in a screener of under radar, strong performing stocks.

  • Indian Oil Corp falls as its Q1FY26 net profit misses Forecaster estimates by 17.2% despite rising 82.9% amid lower crude oil prices. Revenue grows marginally by 0.9% to Rs 2.2 lakh crore during the quarter. It features in a screener of stocks with increasing trend in non-core income.

  • Amara Raja Energy & Mobility is falling as its Q1FY26 net profit drops 20.7% YoY to Rs 194 crore due to higher raw materials, inventory, employee benefits, and finance costs. However, revenue grows 3.9% YoY to Rs 3,419.6 crore, helped by improvements in the lead acid batteries & allied products segment. It shows up in a screener of stocks with medium to low Trendlyne momentum scores.

  • Alkyl Amines Chemicals is falling as its Q1FY26 net profit misses Forecaster estimates by 6.4% despite rising 1.2% YoY to Rs 49.4 crore. Revenue increases 1.5% YoY to Rs 405.5 crore, driven by an improvement in the amines segment during the quarter. The company appears in a screener of stocks outperforming their industry price change over the past quarter.

  • S&P Global raises India’s sovereign rating to ‘BBB’ from ‘BBB-’, while maintaining a stable long-term outlook. The rating agency believes that stable policy and high infrastructure investment as key drivers of India’s long-term growth prospects.

  • Ashok Leyland is rising as its net profit grows 13% YoY to Rs 593.7 crore in Q1FY26, helped by higher inventory destocking. Revenue increases 1.5% YoY to Rs 8,724.5 crore, driven by higher sales in the commercial vehicles and financial services segments. The company features in a screener of stocks with improving net profit and profit margins YoY.

  • Shilpa Medicare is rising as its board of directors sets September 26 as the record date for its 1:1 bonus share issue. The shareholders will receive one new fully paid equity share of Rs 1 each for every one existing equity share.

  • Indian Railway Catering & Tourism Corporation's Q1FY26 net profit rises 7.5% YoY to Rs 330.7 crore. Revenue increases 3.5% YoY to Rs 1,159.7 crore, driven by higher sales in the internet ticketing and tourism segments during the quarter. The company appears in a screener of stocks with improving book value per share over the past two years.

  • Abhay Soi, the CMD of Max Healthcare, highlights that the company added two hospitals – one in Dwarka and the JP Hospitals acquired last year. He notes that the new hospitals are operating at 125% margins in their first year. Soi adds that international revenue grew 25–30% in Q1 and expects a similar trend ahead.

  • Deepak Nitrite is falling as its net profit plunges 44.6% YoY to Rs 112.2 crore in Q1FY26. Revenue decreases 12.8% YoY to Rs 1,889.9 crore due to lower sales in the phenolics and advanced intermediates segments during the quarter. The company appears in a screener of stocks underperforming their industry price change over the past quarter.

  • Infosys is rising as it agrees to acquire a 75% stake in Versent Group from Australia’s Telstra for over Rs 1,300 crore. Telstra will retain the remaining 25%, with the deal aimed at accelerating AI-led cloud and digital transformation for Australian enterprises. Nomura expects it to add about $70 million to Infosys' revenue in FY26.

  • HDFC Bank revises the fees for savings, salary and non-resident (NR) accounts. The bank reduces the free monthly cash transaction value to Rs 1 lakh per account from Rs 2 lakh per account. It also reduces the immediate payment services (IMPS) charges to Rs 2.5 from Rs 3.5 for regular customers and Rs 2.3 from Rs 3 for senior citizens.

  • Surya Roshni’s Q1 FY26 revenue falls 20% YoY to Rs 1,207 crore due to slower execution of government projects. Net profit drops 75% YoY to Rs 24 crore on weaker price realisations of steel products. The stock appears in a screener of companies with a PEG lower than the industry average.

  • Endurance Technologies is rising as its Q1FY26 net profit grows 11% YoY to Rs 226.4 crore. Revenue jumps 17.3% YoY to Rs 3,354.5 crore, owing to improvements in the Indian and European markets. It appears in a screener of stocks with prices above short, medium and long-term moving averages.

  • All Time Plastics' shares debut on the bourses at a 13.2% premium to the issue price of Rs 275. The Rs 400.6 crore IPO received bids for 8.3 times the total shares on offer.

  • India’s wholesale price index (WPI) inflation drops to a two-year low of -0.6% in July, down from -0.1% in June. The decline was driven by easing prices across key categories, including food articles and manufactured products.

  • JSW Cement's shares debut on the bourses at a 4.4% premium to the issue price of Rs 147. The Rs 3,600 crore IPO received bids for 7.8 times the total shares on offer.

  • HG Infra Engineering's Q1 FY26 revenue falls 3.1% YoY to Rs 1,484.5 crore due to a slowdown in order execution. Net profit declines 39.2% YoY to Rs 98.8 crore, impacted by higher finance costs and increased project execution expenses. The firm appears in a screener of stocks with zero promoter pledge.

  • Muthoot Finance surges to its all-time high of Rs 2,799 per share as its Q1FY26 net profit jumps 73.2% YoY to Rs 2,016.2 crore, helped by lower impairment of financial instruments. Revenue grows 44.4% YoY to Rs 6,485 crore, driven by improvements in assets under management (AUM) from gold loans. It features in a screener of undervalued growth stocks.

  • The Society of Indian Automobile Manufacturers (SIAM) data reports an 8.7% YoY growth in domestic two-wheeler sales at 15.7 lakh units in July. Passenger vehicle sales remain flat at 3 lakh units. Three-wheeler sales increase by 17.5% to 69,403 units. 

  • Nuvama Wealth Management is rising as its net profit grows 19.4 YoY to Rs 264 crore, helped by lower loan losses. Revenue increases 18.2% YoY to Rs 1,122.7 crore, driven by higher contribution from the capital markets and wealth management businesses during the quarter. The company appears in a screener of stocks with improving ROE over the past two years.

  • Bharat Petroleum Corp's Q1FY26 net profit misses Forecaster estimates by 14.6% despite surging 140.7% YoY to Rs 6,839 crore, driven by lower raw materials and finance costs. Revenue falls marginally by 0.3% YoY to Rs 1.1 lakh crore during the quarter. It shows up in a screener of stocks with growing costs YoY for long-term projects.

  • Jubilant Foodworks is rising as its net profit surges 64.4 YoY to Rs 91.8 crore, helped by lower finance costs. Revenue increases 17% YoY to Rs 2,260.9 crore, driven by higher delivery channel orders during the quarter. The company appears in a screener of stocks where mutual funds have increased their shareholding in the past quarter.

  • Vishal Mega Mart is rising sharply as its Q1FY26 net profit jumps 37.2% YoY to Rs 206.1 crore. Revenue grows 21.2% YoY to Rs 3,157.3 crore, driven by improvements in the own brands portfolio, strong footfall and store additions. It features in a screener of stocks with rising net cash flow and cash from operating activities.

  • Nifty 50 was trading at 24,642.20 (22.9, 0.1%), BSE Sensex was trading at 80,625.28 (85.4, 0.1%), while the broader Nifty 500 was trading at 22,737.15 (39.1, 0.2%)

  • Market breadth is in the green. Of the 1,994 stocks traded today, 1,245 were gainers and 689 were losers.

Riding High:

Largecap and midcap gainers today include Muthoot Finance Ltd. (2,757.40, 9.9%), Coromandel International Ltd. (2,353.20, 4.2%) and Bajaj Housing Finance Ltd. (112.72, 3.8%).

Downers:

Largecap and midcap losers today include NMDC Ltd. (69.40, -4.4%), Hindustan Petroleum Corporation Ltd. (394.35, -4.1%) and Max Healthcare Institute Ltd. (1,220.70, -3.7%).

Crowd Puller Stocks

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

Top high volume gainers on BSE included Muthoot Finance Ltd. (2,757.40, 9.9%), Pfizer Ltd. (5,328, 4.3%) and Chalet Hotels Ltd. (933, 4.2%).

Top high volume losers on BSE were Cohance Lifesciences Ltd. (913.85, -7.3%), Ventive Hospitality Ltd. (712.90, -6.5%) and Bata India Ltd. (1,049.70, -4.3%).

Newgen Software Technologies Ltd. (886.45, 3.7%) was trading at 18.9 times of weekly average. AstraZeneca Pharma India Ltd. (8,314.50, -1.2%) and Brigade Enterprises Ltd. (937.60, -3.0%) were trading with volumes 16.3 and 11.9 times weekly average respectively on BSE at the time of posting this article.

BSE 500: highs, lows and moving averages

12 stocks made 52 week highs, while 6 stocks hit their 52 week lows.

Stocks touching their year highs included - Apollo Hospitals Enterprise Ltd. (7,821.50, 0.2%), Fortis Healthcare Ltd. (932, -1.5%) and InterGlobe Aviation Ltd. (6,002.50, 0.6%).

Stocks making new 52 weeks lows included - Bata India Ltd. (1,049.70, -4.3%) and Colgate-Palmolive (India) Ltd. (2,154, -0.8%).

18 stocks climbed above their 200 day SMA including Tata Communications Ltd. (1,694.90, 3.4%) and Crisil Ltd. (5,339.50, 2.6%). 11 stocks slipped below their 200 SMA including Engineers India Ltd. (190.31, -5.4%) and NHPC Ltd. (82.32, -3.3%).

 
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The Baseline
14 Aug 2025
By Abdullah Shah

Indian markets have been under pressure in the past few weeks, with US President Trump’s 50% import tariffs on Indian goods and a sell-off by foreign investors worried about high valuations and tepid earnings. 

But the search doesn’t stop in a volatile market – investors and traders are always on the hunt for alpha,  excess returns on their investments relative to the benchmark. 

In an environment where sudden downturns can quickly erase short-term gains, the value of patience and a long-term outlook stands out more than ever. As legendary investor Peter Lynch put it, “The real key to making money in stocks is not to get scared out of them.”

This strategy of picking great stocks and then holding them through market cycles is exactly what the ‘DVM - High Performing, Highly Durable Companies’ screener is designed to help with. This screener evaluates companies on multiple factors—including management quality, financial health, valuation, and several dozen technicals— to find high-quality stocks built to deliver superior long-term returns. 

In this edition of Chart of the Week, we analyse the historical performance of this DVM screener. The screener selects stocks from the ‘all stocks’ and Nifty 500 universe, with strong financial durability, reasonable valuation, and positive momentum scores. From the shortlisted companies, it chooses the top five stocks with the highest durability scores. 

High DVM stocks from the all-stocks universe outperformed those from the Nifty 500 universe

We ran screener backtests for both the all-stocks universe and the Nifty 500 universe from March 2013 to August 2025. These backtests compared the quarterly performance of the strategies against the Nifty 500 benchmark. 

The screeners delivered cumulative returns of 6,643.4% and 4,377.7% for all stocks and the Nifty 500 universe, with a CAGR of 40.3% and 35.8%. The time period was over 12 years and 5 months. In contrast, the benchmark’s CAGR stands at 13.7%. The portfolio update frequency chosen for this backtest is quarterly.

The heatmaps track quarterly returns from Q1FY14 to Q2FY26. The all-stocks universe posted positive returns in 30 of 50 quarters and beat the Nifty 500 index in 31 quarters. For the Nifty 500 universe, this strategy delivered positive returns in 34 of 50 quarters and outperformed the Nifty 500 index in 32 of them. 

The strategy underwent a maximum drawdown of 55.4% December 2017 to March 2020 for the ‘all stocks’ universe. For the Nifty 500 selection, the strategy saw a maximum drawdown of 28.5% from December 2017 to March 2020. "Maximum drawdown" represents the largest observed loss from a portfolio’s peak to its lowest point before a new peak is attained. 

This strategy is automated and does not have a set stop loss, so the drawdowns show the maximum loss potential under this approach. Introducing a stop loss can reduce periods of negative returns and lower maximum drawdowns.

The DVM screener for the all stocks universe currently includes stocks like Kwality Pharmaceuticals, Krishana Phoschem, TGV SRAAC, Khaitan Chemicals & Fertilizers and Infobeans Technologies. Meanwhile, the screener for the Nifty 500 universe has stocks such as GE Vernova T&D India, NAVA, DCM Shriram, Alkyle Amines Chemicals and RHI Magnesita India.

In the course of the backtest, for the all stocks selection, Aegis Logistics delivered the highest returns of 199.2%. Meanwhile, Butterfly Gandhimathi Appliances gave the highest losses of 51.8%. On the other hand, Ceat gave the highest returns of 428.8% for the Nifty 500 universe, while Triveni Engineering & Industries’ stock price had the highest fall of 48.8%. 

Let’s look at stocks with the highest returns over the past two years from the DVM screener’s backtest. Electrical equipment producer Apar Industries was part of the screener from June 30, 2023, to March 28, 2024. During this period, it delivered a return of 101.1%.

Apar Industries tops DVM screener performance over two years

Kirloskar Brothers, a compressors & pumps manufacturer, was active in the screener from March 28, 2024, to June 28, 2024. In these three months, the company gave a return of 93.8%. Improvements in the company’s financials in Q1FY25 on the back of strong demand in the domestic and export markets helped its stock price surge. 

Similarly, Force Motors, a cars & utility vehicles manufacturer, was active in the screener from March 28, 2025, to June 30, 2025. In these three months, the company gave a return of 77.5%. The company secured a significant order to supply 2,978 Gurkha Light Vehicles worth Rs 2,500 crore to the Indian Army and Air Force in March. In Q1FY26, Force Motors’ net profit surged 52.4% YoY to Rs 176.3 crore, led by lower finance costs and an improvement in product mix to higher margin products.

ITD Cementation, a cement & construction company, was active in the screener from June 28, 2024, to June 28, 2025. During this period, the stock delivered a return of 77.8%.

Lastly, Great Eastern Shipping Company, which provides shipping and offshore business services to oil & gas companies, was active in the screener for a year. The stock delivered returns of 65% during the period starting June 30, 2023, to June 28, 2024.

Kwality Pharma leads in year gain among active DVM stocks

Moving to the quarterly and yearly price change percentages of stocks currently active in the screener. Pharmaceuticals company Kwality Pharmaceuticals’ stock price rose by 56.9% in the past quarter and 121.9% in the past year. The company’s net profit increased by 42.7% YoY in Q1FY26, driven by lower inventory expenses.

Fertilizers manufacturer Krishana Phoschem saw its share price surge by 90.5% in the past quarter, with gains of 91.9% in the past year. The company’s revenue increased by 47.9% while net profit jumped 114% in FY25.

Meanwhile, Khaitan Chemicals & Fertilizers, which manufactures single super phosphate fertilisers, sulphuric acid and its variants, witnessed a 102.2% increase in share price over the past year and a 32.5% rise in the past quarter. Infobeans Technologies, on the other hand, saw an 82% uptick in its stock price in the past quarter and a 25.6% growth in the past year.

Lastly, TGV SRAAC saw its share price jump by 13.8% in the past quarter, with a 9.9% rise in the past year. This commodity chemicals manufacturer’s Q1FY26 net profit surged 182.6% YoY. 

In summary, this DVM screener identifies stocks that offer medium to long-term gain potential with moderate risk. Despite uncertainties like the pandemic, global conflicts and import tariffs, the all stocks screener delivered a mean quarterly return of 10.6%. It consistently maintained an average of 4.9 stocks, indicating diversified investment, except for Q1FY21, when no stocks qualified. Comparing both universes, the Nifty 500 stocks achieved positive returns in 34 out of 50 quarters, while stocks in the all-stocks universe posted positive returns in 30 out of 50 quarters.

Past backtest returns are not indicative of future returns. This Trendlyne analysis is intended solely for investor education, helping you make informed decisions independently. It should not be interpreted as an investment recommendation

 
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The Baseline
14 Aug 2025
Superstar investors get bitten by volatility, ditch old favourites
By Tejas MD

The sun has gone behind the clouds this August, and the stock market is feeling it. After the pain of July’s 2.9% drop, there was some early good news as Q1 earnings came in. But a news cycle filled with Trump threats has kept volatility up, and the momentum score for the Nifty right now is underwhelming.

Still, one green signal keeps flashing: retail investors. While FIIs have been running for the exits, Indian retail investors haven't blinked and are still betting big on the India growth story.

Equity mutual funds saw a a record Rs 42,702 crore in inflows in July - an 81% jump from June, says AMFI. 

OmniScience Capital’s CEO and chief investment strategist said, “This indicates that the investor seems to be following a policy of buying more on dips and continuing with their SIPs. Investors are allocating to all categories of equity MFs, though bias is still more towards smallcaps”. 

As retail investors continue to buy, how have superstar investors moved in the past quarter? Let’s take a look.

Sharp teeth: Superstar investors bounce back in Q1FY26, but volatility bites

The Richie Rich investors have become a little poorer. The second half of FY25 was an especially rough ride for superstar investors, as markets slid from record highs into correction territory. The last quarter of FY25 hit net worth the hardest, with FIIs selling and weak earnings. 

How is the story changing now? Nilesh Shah, Managing Director of Kotak AMC, said, “Upcoming meetings involving Trump, Putin, and the US delegation visiting India are expected to influence market movements significantly. The imposition of a 50% tariff by the US is seen as a trade embargo, impacting several Indian industries. These geopolitical developments will drive market sentiment going forward.”

For superstar investors, the mood had brightened in Q1FY26, with portfolios rebounding on the back of rising share prices and fresh fund infusions. Rakesh Jhunjhunwala & Associates' (managed by Rare Enterprises) and Ashish Kacholia’s holdings jumped in double digits—Star Health and Allied Insurance powered Rare’s gains, while Balu Forge Industries lifted Kacholia’s.

Superstar investors see portfolio net worth recover in Q1FY26 before falling again

But the comeback was short-lived. Volatility and new tariffs have limited the recovery, pushing investors back into wait-and-watch mode. Superstar net worth is well below their peak levels, a reminder that even the sharpest minds can’t escape the market’s swings. 

Ace investors’ net worth falls from their H2FY25 peaks 

Rakesh Jhunjhunwala & Associates and Mukul Agrawal’s portfolio are the exceptions here. But it comes with a caveat. Both these superstars have infused fresh funds into their holdings, which has increased their net worth. 

While others trimmed or held their positions in Q1, Mukul Agrawal went the other way — buying aggressively. 

Breaking the trend: Agrawal snaps up new stocks in a choppy market

Agrawal picked up stakes in seven new companies, a sharp pivot from the prior quarter when he sold 13 holdings and added just one new name. Agrawal seems to be shifting quickly between offence and defence as market tides change.

Expert investors buy new stakes in financially strong companies

A few superstars bought new stakes in nine companies in Q1, mainly in the small-cap space. Seven of these buys were by Mukul Agrawal.

Two patterns stand out. First, seven of the nine picks have outpaced the benchmark over the past quarter. Second, these stocks boast solid fundamentals, reflected in strong Trendlyne Durability scores.

New buys: Superstar investors bet on financially healthy companies

General Industrials emerged as a clear favourite, featuring across portfolios. The standout performer was Monolithisch, which debuted on June 19 with a 61% listing gain; Agrawal’s stake in the SME company is now worth Rs 20.3 crore.

Most new bets beat the benchmark index last quarter

Not every bet paid off—Inox Wind and Wendt, bought by Akash Bhanshali and Agrawal, respectively, lagged the market. But other names shone bright, with Ashish Kacholia’s Gujarat Apollo Industries surging 31% in the same period.

Big names cut ties with some longtime winners

A few old favourites were shown the exit in Q1. Vijay Kedia parted ways with his multibagger Tejas Networks, a stock that has halved in value over the past year.

Rare Enterprises cut its stake in a once-favourite, Nazara Technologies, from 7.1% to under 1%—despite the stock’s 26% rally in the past quarter. The internet and software company has reported YoY profit declines in two of the past four quarters.

Top investors sell stakes in old favourites

Sunil Singhania also exited his 2020 pick, ADF Foods, which has a low Trendlyne Durability score and is tagged as an ‘Await Turnaround’ company. Meanwhile, Akash Bhanshali pared his holding in Welspun Corp—owned since 2018—to below 1%.

Vijay Kedia’s 2019 bet Neuland Labs shines in long-term growth 

Neuland Labs, the pharma player, stands out as the best-performing long-term bet for both Vijay Kedia and Mukul Agrawal. However, Kedia has outpaced Agrawal in returns, thanks to his timely entry in 2019 when the stock was trading at lower levels.

Best long-term holdings for superstars: Kedia's Neuland Labs tops the list

Akash’s long-term bet, Sudarshan Chemicals, lags compared to other superstar investors’ top long-term performers. His biggest holding, Gujarat Fluorochemicals (30% of his portfolio), has underperformed the benchmark index. However, Bhanshali's net worth has almost tripled in the past two years due to high performance in their other holdings and fresh buys in new stocks.

See the complete list of superstar buys here, and their sells here. 

 
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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.