Stocks To Watch Today: Jio Financial, Hyundai Motor, Tata Motors And Many More In Focus Today

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.
• 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.
• 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

• Jio Financial Services

  • 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.

• PowerGrid Corporation

  • Q1FY26 net profit fell 2.5% YoY to ₹3,630.58 crore from ₹3,723.92 crore.

  • Board approved increasing FY26 borrowing limit from ₹16,000 crore to ₹25,000 crore.

• Hyundai Motor India

  • Q1FY26 PAT declined 8.1% YoY to ₹1,369.23 crore due to weak demand, falling hatchback sales, and geopolitical tensions.

  • Revenue dropped 5.56% YoY to ₹16,179.62 crore.

• LTIMindtree

  • Launched BlueVerse CraftStudio, a next-gen agency using Adobe’s latest AI tools to optimize marketing operations and drive business efficiency.

• 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.

• Tata Motors

  • 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.

• Tata Steel

  • Q1FY26 net profit surged 116.5% YoY to ₹2,077.68 crore, driven by better net realizations and cost optimizations.

  • Revenue declined 2.91% YoY to ₹53,178.12 crore.

• Mahindra & Mahindra

  • Q1FY26 net profit jumped 24% YoY to ₹4,083 crore from ₹3,283 crore.

Q1FY26 Results Scheduled for Today

• 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

• Other Companies:

  • Radico Khaitan
  • Dr Lal PathLabs
  • TVS Holdings
  • Chambal Fertilisers and Chemicals
  • KRN Heat Exchanger and Refrigeration

Strategy For The Day

• • 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

Also Read: Stock Market Today Live Updates: GIFT Nifty Signals Soft Start As Trump Turns Up the Trade Heat