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Trendlyne Marketwatch
05 Aug 2025, 03:58PM
Market closes lower, Exide Industries' net profit misses Forecaster estimates by 11% in Q1
By Trendlyne Analysis

 

Nifty 50 closed at 24,649.55 (-73.2, -0.3%), BSE Sensex closed at 80,710.25 (-308.5, -0.4%) while the broader Nifty 500 closed at 22,798.50 (-61.9, -0.3%). Market breadth is in the red. Of the 2,487 stocks traded today, 955 were on the uptick, and 1,484 were down.

Indian indices closed in the red after US President Donald Trump issued a fresh tariff threat on Monday, saying he would "substantially" raise levies on Indian goods over the country’s purchases of Russian oil. The Indian volatility index, Nifty VIX, declined 2.6% and closed at 11.7 points. RBI’s MPC meeting is set to conclude tomorrow. Rahul Bajoria of BofA Global Research expects the repo rate to be held at 5.5%, citing ongoing market uncertainty.

Nifty Midcap 100 & Nifty Smallcap 100 closed in the red, following the benchmark index. Nifty India Defence and BSE Auto were among the top index gainers today. According to Trendlyne’s Sector dashboard, Fertilizers emerged as the best-performing sector of the day, with a rise of 2.8%.

Asian indices closed in the green except Indian indices, while European indices are trading in the green except Russia’s RTSI & MOEX indices. US index futures traded in the green indicating a positive start to the trading session. The US July jobs report confirmed worries about a slowing US economy, with payrolls rising by just 73,000, falling short of expectations. President Trump called the report "rigged" and claimed that previous months revisions were "concocted."

  • Relative strength index (RSI) indicates that stocks like Bosch, Schneider Electric, eClerx Services, and Sarda Energy & Minerals are in the overbought zone.

  • Exide Industries falls as its net profit misses Forecaster estimates by 11% despite rising 24.1% YoY to Rs 273 crore in Q1FY26. Revenue rises 5.8% YoY to Rs 4,695.1 crore, driven by improvement in the storage batteries and allied product segment. It features in screener of stocks with declining ROCE in the last two years.

  • Adani Ports & SEZ is falling as its Q1FY26 EBITDA margin contracts 214 bps YoY despite net profit growing 6.4% YoY to Rs 3,314.6 crore, owing to foreign exchange gains worth Rs 323.8 crore. Revenue rises 17% YoY to Rs 9,422.2 crore, driven by improvements in the port and special economic zone activities. It appears in a screener of stocks with increasing trend in non-core income.

  • Azad Engineering is rising as its net profit surges 73.6% YoY to Rs 29.7 crore in Q1FY26, helped by inventory destocking. Revenue increases 39.3% YoY to Rs 137.1 crore, driven by improvements in the energy and oil & gas segments during the quarter. The company appears in a screener of stocks where mutual funds have increased their shareholding in the past two months.

  • Shares of Reliance Infrastructure and Reliance Power have fallen up to 15% over the past five days following reports that the Enforcement Directorate (ED) will question bank officials involved in a Rs 17,000 crore loan fraud case linked to the group. On Monday, the ED issued summons to several senior executives of the Anil Ambani-led Reliance Group as part of an ongoing money laundering probe.

  • Alembic Pharmaceuticals falls as its Q1FY26 revenue misses Forecaster estimates by 32.7% despite rising 9.8% YoY to Rs 1,171.2 crore, helped by improvements in the domestic & international generics and API businesses. Net profit grows 14.6% YoY to Rs 154.4 crore during the quarter. It shows up in a screener of stocks with declining net cash flow.

  • BEML secures a Rs 282 crore order from the Ministry of Defence to supply high mobility vehicles. In addition to this, the company signs an agreement with IIT Madras startup TuTr Hyperloop to co-develop India’s first hyperloop transportation system, a high-speed travel method in vacuum tubes.

  • RailTel Corp secures a Rs 217 crore order from Bihar State Electronics Development Corporation (BSEDC). The project involves implementing traffic control, video surveillance, and red-light violation detection systems under the Mukhyamantri Surakshit Sushasit Shahar (MSSS) scheme.

  • Neeraj Akhoury, MD of Shree Cements, projects a volume growth of over 4–5% for FY26 and maintains revenue growth guidance at over 9%. He expects EBITDA per tonne to be in the range of Rs 1,350–1,400 during the period. He also notes that the company is pursuing a value-over-volumes strategy.

  • KPI Green Energy is falling as its Q1FY26 EBITDA margin contracts 291 bps YoY despite net profit growing 57.2% YoY to Rs 104 crore, due to higher raw materials, inventory, employee benefits, and finance costs. Revenue jumps 75.5% YoY to Rs 614.1 crore, led by improvements in sales power & services, and captive power projects. It appears in a screener of stocks with growing costs YoY for long term projects.

  • NBCC secures an order worth Rs 103 crore from the Lokpal of India for repairing, retrofitting, and upgrading its building.

  • Aurobindo Pharma is falling as its Q1FY26 net profit declines 10.3% YoY to Rs 825 crore due to higher raw materials, inventory, and employee benefits expenses. However, revenue grows 2.4% YoY to Rs 7,973 crore, driven by improvements in Europe and emerging markets. It shows up in a screener of stocks where promoters increase pledged shares QoQ.

  • Rahul Bajoria, Head of India and ASEAN Economic Research at BofA Global Research, expects the RBI to hold the repo rate at 5.5% in the ongoing policy meeting, despite having room to cut. He cites ongoing market uncertainty as a reason for a likely pause, adding that the RBI may use its limited policy space cautiously, as hinted by Governor Sanjay Malhotra in the previous policy statement.

  • Bosch's net profit rises 139.4% YoY to Rs 1,116 crore in Q1FY26, helped by a one-time gain from the sale of its building technologies business. Revenue grows 10.9% YoY to Rs 4,788.6 crore, helped by improvements in the automotive products and consumer goods segments. It shows up in a screener of stocks with QoQ growth in quarterly net profit and profit margin.

  • Goldman Sachs maintains a ‘Buy’ rating on PNB Housing with a target price of Rs 1,386. The brokerage highlights that profitability remains intact despite the exit of its MD & CEO, driven by stable asset quality and growth in its lending business. It also expects a net profit CAGR of 15% over FY26–28.

  • Laxmi Finance's shares debut on the bourses at a 13% discount to the issue price of Rs 158. The Rs 254.3 crore IPO received bids for 1.9 times the total shares on offer.

  • Aditya Khemka, Managing Director of Aditya Infotech, states that their 'CP Plus' brand holds a market share of over 20% as of FY25. He highlights that the surveillance camera industry has been growing at a rate of 16–17% in recent years. Khemka also points to the company’s ten strategically located warehouses across India and emphasizes its position as a leading player in the country’s CCTV and surveillance market.

  • Aditya Infotech's shares debut on the bourses at a 50.4% premium to the issue price of Rs 675. The Rs 1,300 crore IPO received bids for 100.7 times the total shares on offer.

  • Kansai Nerolac Paints' net profit drops 4.3% YoY to Rs 220.9 crore in Q1FY26 due to higher raw material costs. Revenue rises 2.2% YoY to Rs 2,214.6 crore, driven by muted demand for decorative paints and infrastructure-related segments. The firm appears in a screener of stocks with low debt.

  • Siemens Energy India surges to its all-time high of Rs 3,419 as its Q1FY26 net profit surges 80.2% YoY to Rs 262.7 crore. Revenue jumps 23.8% YoY to Rs 1,837.1 crore, driven by improvements in the power generation and power transmission segments. It appears in a screener of stocks outperforming their industries in price change over the past month.

  • Hero MotoCorp discontinues its "Mavrick 440" motorcycle less than 18 months after launch due to poor sales. The bike sees no production or dispatches across India for the past three months. The company has halted production and dispatches, and several dealerships has stopped accepting bookings, marking the end of the model’s run.

  • Triveni Turbine falls sharply as its net profit declines 19.4% YoY to Rs 64.5 crore in Q1FY26. Revenue decreases 19.9% YoY to Rs 371.3 crore due to export delays amid geopolitical tensions during the quarter. The company appears in a screener of stocks underperforming their industry price change in the quarter.

  • Godfrey Phillips India surges to its all-time high of Rs 9,881.5 as its Q1FY26 net profit jumps 55.9% YoY to Rs 356.3 crore. Revenue grows 28.5% YoY to Rs 1,562.9 crore during the quarter. Its board of directors approves a bonus issue of equity shares of the face value of Rs 2 each in the ratio 2:1.

  • IndusInd Bank surges as its board appoints Rajiv Anand as the new Chief Executive Officer (CEO) and Managing Director (MD) for three years, effective August 25.

  • One97 Communications (Paytm) is falling as the Chinese investor, Ant Group, reportedly plans to exit the company by selling its 5.8% stake worth $434 million (~ Rs 3,800 crore) through a block deal.

  • Nifty 50 was trading at 24,690.60 (-32.2, -0.1%), BSE Sensex was trading at 80,946.43 (-72.3, -0.1%) while the broader Nifty 500 was trading at 22847.50 (-12.9, -0.1%).

  • Market breadth is surging up. Of the 1,990 stocks traded today, 1,308 were on the uptick, and 622 were down.

Riding High:

Largecap and midcap gainers today include UNO Minda Ltd. (1,103.10, 3.9%), Solar Industries India Ltd. (14,920, 3.9%) and Coromandel International Ltd. (2,619, 3.0%).

Downers:

Largecap and midcap losers today include Swiggy Ltd. (385.55, -3.4%), Biocon Ltd. (372.35, -2.6%) and Britannia Industries Ltd. (5,635.50, -2.6%).

Crowd Puller Stocks

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

Top high volume gainers on BSE included Newgen Software Technologies Ltd. (941.70, 12.9%), Tanla Platforms Ltd. (672.10, 11.6%) and Godfrey Phillips India Ltd. (9,874.50, 9.9%).

Top high volume losers on BSE were Triveni Turbine Ltd. (532.85, -9.7%), Medplus Health Services Ltd. (876.75, -4.6%) and One97 Communications Ltd. (1,053, -2.3%).

Tata Investment Corporation Ltd. (7,138, 2.3%) was trading at 14.7 times of weekly average. Alembic Pharmaceuticals Ltd. (946.50, -2.1%) and UNO Minda Ltd. (1,103.10, 3.9%) were trading with volumes 6.7 and 5.7 times weekly average respectively on BSE at the time of posting this article.

BSE 500: highs, lows and moving averages

12 stocks overperformed with 52 week highs,

Stocks touching their year highs included - Bosch Ltd. (40,595, -1.3%), Fortis Healthcare Ltd. (867.90, 0.7%) and JK Cement Ltd. (6,928, 2.1%).

24 stocks climbed above their 200 day SMA including Tanla Platforms Ltd. (672.10, 11.6%) and Chambal Fertilisers & Chemicals Ltd. (567.50, 6.6%). 11 stocks slipped below their 200 SMA including Timken India Ltd. (2,991.20, -3.2%) and LIC Housing Finance Ltd. (579.65, -1.9%).

 
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