🇮🇳 India Daybook ~ Stocks in News

The Indian stock market showed resilience on Friday, July 4, 2025, with benchmark indices ending in positive territory. The BSE Sensex advanced 193.42 points (0.23%) to close at 83,432.89, and the NSE Nifty gained 55.70 points (0.22%) to settle at 25,461. The gains were primarily driven by heavyweight stocks and positive movements in sectors such as Oil & Gas, IT, Pharma, Banking, and Realty. However, the market remained volatile due to ongoing concerns about the US President Donald Trump's tariffs deadline on July 9. In the broader market, 52 stocks reached new 52-week highs, contrasting with 34 hitting new 52-week lows, indicating a mixed sentiment and stock-specific investment flows.

Positive Buzz

• Bajaj Finance was a top gainer among Sensex constituents, with its stock rising. The company reported a strong Q1FY26 performance, booking 13.49 million new loans, a 23% increase year-on-year (YoY). Its customer base expanded to 106.51 million, and assets under management (AUM) grew by 25% YoY to approximately ₹441,400 crore.
• Oil and Natural Gas Corporation (ONGC) entered into an agreement with Japan's Mitsui O.S.K. Lines Ltd (MOL) to build, own, and operate two Very Large Ethane Carriers (VLECs) for importing ethane.
• NBCC (India) announced securing new work orders totaling ₹65.73 Crore, primarily for project management consultancy services in building developments.
• Reliance Industries saw its retail unit, Reliance Retail Ventures Ltd (RRVL), make a strategic minority investment in UK-based FaceGym, a facial fitness and skincare brand, marking its entry into the beauty and wellness sector.
• Indian Energy Exchange (IEX) reported a 15% YoY increase in electricity traded volumes for Q1 FY26, reaching 32,382 million units, driven by strong performances in its Real-Time Market and Green Market segments.
• Signpost shares rose after the Karnataka High Court quashed notices directing the company to dismantle advertisement structures.
• Sapphire Foods India saw its stock trade 6.91% higher after clarifying that there was no material information requiring disclosure regarding a potential merger with Devyani International, but that it evaluates various strategic opportunities.
• Arisinfra shares jumped 6% following its subsidiary ArisUnitern RE Solutions winning a significant project in Bengaluru, expected to add ₹1 billion to its order book.
• Bajaj Housing Finance reported a 22% YoY surge in Q1 disbursals to ₹146 billion, with AUM growing 24% YoY to ₹1,200 billion.
• UCO Bank announced a 14% surge in Q1, with total advances increasing by 16.6% YoY to ₹2,250 billion and domestic advances growing by 19.8% YoY.
• Other prominent gainers among Sensex constituents included Infosys, Hindustan Unilever, ICICI Bank, HCL Tech, Ultratech Cement, and Bajaj Finserv.
• Stocks like SML Isuzu Ltd (up 8.81%) and Choice International Ltd (up 5.81%) reached new 52-week highs.

Neutral Developments

• Vedanta Limited reported mixed results for Q1 FY26, with some segments declining, but its Lanjigarh Refinery achieved a record alumina output and ferro chrome production saw significant sequential growth.
• Vodafone Idea was one of the most actively traded stocks on the NSE, maintaining strong investor interest amid expectations of long-term funding support, though volatility persists.
• Emcure Pharmaceuticals was in focus due to reports suggesting that BC Investments IV (backed by Bain Capital) is likely to divest a 2.4% equity stake through block deals.
• Bandhan Bank reported a 6.4% YoY rise in Loans and Advances as of June 2025, although it saw a 2.5% decline quarter-on-quarter (QoQ). Total Deposits increased by 16.1% YoY, but CASA deposits experienced a dip.

Negative News

• Trent was among the top losers in both the Sensex and Nifty 50, with its shares sinking over 8%.
• Tata Steel and Tech Mahindra were also among the top losers on the Sensex.
• Eicher Motors was a top loser in the Nifty 50.
• Dreamfolks Services saw a sharp decline of 13.31%, plunging to a new 52-week low.
• Other stocks hitting new 52-week lows included Tridhya Tech, RTL (Rama Telecom), Nephro Care India, GACM Technologies (DVR), and Sadhana Nitrochem.
• The Groww Nifty India Internet ETF also slipped to a new low.

TAGS: Stocks in News, Stock Market, Buzzing Stocks, Nifty, Sensex

Tags: Stocks in News Stock Market Buzzing Stocks Nifty Sensex