Market Morning Notes For 7th August 2025

Market Commentary

Global markets – US indices closed positive on Wednesday led by strong corporate earnings. Dow Jones closed green by 0.2 pct. While Nasdaq closed higher by 0.2 pct.

Commodities – Gold prices rose and currently stood at USD 3,378 over new tariff threat. On the other hand, oil prices stood at USD 67.51/bbl.

Asian markets – Asian markets trading higher in the early morning trade. Hang Seng trading up by 0.1 pct. While Nikkei trading green by 0.8 pct.

Indian Indices – India’s equity benchmarks are likely to open red as GIFT Nifty indicates. Benchmark Indices closed lower on Wednesday as RBI maintains status quo on interest rates.

Result Today – Titan, Solar Industries, Cummins

  Stocks to watch

Positive Read through

• Trent – Posted Q1 EBITDA above estimates, margin at 17.40 pct vs 15 pct YoY.
• Bajaj Auto – Maintains Domestic Growth Outlook, sees FY25 industry growth at 5–6 pct.
• Tata Chemicals – Sees green shoots of recovery in soda ash.
• Tata Chemicals – Sees green shoots of recovery in soda ash.
• Intellect Design – EBITDA margin at 23.6 pct vs 18.4 pct, profit grew 37 pct YoY.
• TCNS – Q1 EBITDA positive Rs. 136 mn vs loss Rs. 94 mn YoY, margin at 5.9 pct.
• Fortis – EBITDA rose 43 pct, margin at 22.60 pct vs 18.40 pct YoY.
• Jindal Stainless – Margin at 13 pct vs 10.40 pct, realisations up Rs. 4,000/t QoQ.
• Lumax Ind – Margin at 18.20 pct vs 15.70 pct, EBITDA jumped 40 pct YoY.
• JK Lakshmi Cement – Margin improved to 13.5 pct vs 11.3 pct YoY, EBITDA up 21 pct.
• PNC Infratech – Profit up 30 pct YoY to Rs. 2.04 bn, EBITDA margin 16.1 pct vs 15.6 pct.
• Alkyl Amines – Margin at 15.6 pct vs 9.9 pct YoY, EBITDA jumped 67 pct YoY.
• Raymond Lifestyle – EBITDA increased 29 pct, margin at 5.4 pct vs 4.9 pct YoY.
• Nuvoco – Margin at 17.2 pct vs 14.1 pct YoY, price hike taken in North, East.

Negative Read through

• Eternal – Antfin likely to sell entire 1.95 pct stake via block deals, floor price at Rs. 285/sh.
• BHEL – Losses expand, power business sales fell 5.5 pct YoY.
• Hero Moto – Mixed Q1, realisation increase lower than estimates.
• Marksans – Margin at 19.3 pct vs 22.2 pct, profit flat despite growth YoY.
• Sun TV – EBITDA fell 16 pct, margin at 55.4 pct vs 66.2 pct YoY.
• GMR Airports Infra – Posted loss at Rs. 1.90 bn vs Rs. 1.04 bn YoY, finance cost up 25 pct.
• Gland Pharma – US business weak, profit fell 8 pct YoY.
• SJVN – Profit Rs. 4.39 bn vs Rs. 4.73 bn YoY, dividend Rs. 0.85/sh.
• Kotak – Invesco likely to sell 0.5 pct equity via block deals, floor price at 2.4 pct discount to CMP.
• Sula – EBITDA dropped 44.60 pct, margin at 17 pct vs 28 pct YoY.
• HUDCO – NIM below guidance, RoA at 1.89 pct vs 2.24 pct YoY.
• Blue Star – Profit fell 6.7 pct YoY to Rs. 804 mn, margin flat at 5.2 pct.
• Arvind – Margin flat at 8.9 pct, profit slipped 22 pct YoY, muted demand in US/Europe.
• Ujjivan Small Finance Bank – Provisions rose 200 pct QoQ, profit flat YoY.

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