Stocks To Watch Today: Good Morning Investors!
Ready for a bumpy ride? Indian markets are set to open lower, spooked by a curveball from US President Trump—yes, again—who just slapped a 25% tariff on Indian goods starting tomorrow. GIFT Nifty is down 196 points at 24,650 (ouch!). Meanwhile, Asia’s a mixed bag: Nikkei’s up 0.21%, Kospi dipped 0.14%, and Aussie markets slid 0.53%. In the US, Jerome Powell poured cold water on rate-cut hopes, dragging the S&P 500 and Dow down. Only the Nasdaq managed a tiny win. Buckle up—global jitters and tariff drama could make today anything but boring! Watching closely? We all are!
Here Is How The Stock Market Might Lead Today
- Likely to See Pressure
- Export-Oriented Companies
Tata Motors, Infosys, TCS, Dr. Reddy’s, Sun Pharma
Why: US President Trump’s 25% tariff on Indian goods (effective Aug 1) may hit export-driven sectors like IT, pharma, auto components, and textiles. - Metal & Steel Stocks
Tata Steel, JSW Steel, Hindalco
Why: Rising US-Asia trade tensions, including new tariffs on South Korea, may dampen global demand and put pressure on metal prices. - Rate-Sensitive Stocks
HDFC Bank, SBI, Bajaj Finance
Why: Fed Chair Powell’s comments reduced hopes of a September rate cut, limiting prospects for global monetary easing.
- Export-Oriented Companies
- Potential Gainers
- Domestic-Focused FMCG & Consumer Stocks
HUL, Dabur, Britannia, Titan
Why: Largely shielded from global trade noise; may benefit from defensive investor positioning in uncertain times. - Power & Renewable Energy
NTPC, Adani Green, Tata Power
Why: Continued positive sentiment driven by energy transition momentum and policy support at home. - Select Defense & PSU Stocks
HAL, BEL, BEML
Why: Potential government capex boost as India looks to reduce reliance on foreign defense suppliers amid strained trade ties.
- Domestic-Focused FMCG & Consumer Stocks
- Other Key Market Indicators
- GIFT Nifty Futures: Down 196 points at 24,650, indicating a weak open
- USD/INR: May face pressure due to trade tensions
- Crude Oil: Volatile; could impact oil marketing companies (IOC, BPCL, HPCL)
- Bank of Japan Policy: Awaited; could affect global bond yields and fund flows.
Stocks To Watch During Today’s Trading Session
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Jio Financial Services
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Board approved raising up to ₹15,825 crore via 50 crore warrants at ₹316.50 each, convertible into equity shares through a preferential issue on a private placement basis.
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PowerGrid Corporation
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Q1FY26 net profit fell 2.5% YoY to ₹3,630.58 crore from ₹3,723.92 crore.
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Board approved increasing FY26 borrowing limit from ₹16,000 crore to ₹25,000 crore.
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Hyundai Motor India
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Q1FY26 PAT declined 8.1% YoY to ₹1,369.23 crore due to weak demand, falling hatchback sales, and geopolitical tensions.
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Revenue dropped 5.56% YoY to ₹16,179.62 crore.
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LTIMindtree
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Launched BlueVerse CraftStudio, a next-gen agency using Adobe’s latest AI tools to optimize marketing operations and drive business efficiency.
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Aurobindo Pharma
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Subsidiary Aurobindo Pharma USA Inc. signed a deal to acquire 100% interest in Lannett Company LLC from Lannett Seller Holdco, Inc.
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Tata Motors
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TML CV Holding Pte. Ltd. (subsidiary) will launch an all-cash tender offer for full acquisition of Iveco Group N.V. shares at €14.1 each, aiming to delist it from Euronext Milan.
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Tata Steel
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Q1FY26 net profit surged 116.5% YoY to ₹2,077.68 crore, driven by better net realizations and cost optimizations.
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Revenue declined 2.91% YoY to ₹53,178.12 crore.
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Mahindra & Mahindra
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Q1FY26 net profit jumped 24% YoY to ₹4,083 crore from ₹3,283 crore.
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Q1FY26 Results Scheduled for Today
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Major Companies:
- Adani Enterprises
- Hindustan Unilever
- Sun Pharmaceutical Industries
- Maruti Suzuki India
- Coal India
- Vedanta
- Eicher Motors
- TVS Motor Company
- Swiggy
- Mankind Pharma
- Cholamandalam Investment and Finance Company
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Other Companies:
- Radico Khaitan
- Dr Lal PathLabs
- TVS Holdings
- Chambal Fertilisers and Chemicals
- KRN Heat Exchanger and Refrigeration
Strategy For The Day
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- Cautious start expected; watch Nifty’s hold near 24,500
- Brace for volatility triggered by trade headlines
- Look for buying opportunities in strong domestic-focused stocks on dips
Aishwarya is a journalism graduate with over three years of experience thriving in the buzzing corporate media world. She’s got a knack for decoding business news, tracking the twists and turns of the stock market, covering the masala of the entertainment world, and sometimes her stories come with just the right sprinkle of political commentary. She has worked with several organizations, interned at ZEE and gained professional skills at TV9 and News24, And now is learning and writing at NewsX, she’s no stranger to the newsroom hustle. Her storytelling style is fast-paced, creative, and perfectly tailored to connect with both the platform and its audience. Moto: Approaching every story from the reader’s point of view, backing up her insights with solid facts.
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