Indian equity markets opened July 2025 on a mixed note. Overseas economic trends, corporate action, and sector performances dictated investor sentiments with benchmark indices holding firm in spite of sectoral profit booking.
Market Snapshot (1 July 2025)
- Crude Oil: $67.65/barrel
- USD/INR: ₹85.45
- US Dollar Index: 96.27
- US 10-Year Bond Yield: 4.20%
- India VIX: 12.52
- Gold: ₹97,100
- Silver: ₹1,06,800
- Base Metals: Bearish
- Institutional side:
- FII Net Outflow: ₹832 crore
- DII Net Inflow: ₹3,497 crore
Top Headlines & Market Movers
India’s Economy: Strong GST Collection & Manufacturing Growth
- India’s Manufacturing PMI remained unchanged at 58.5, indicating sustained factory growth.
- GST Collection in June jumped 6.2% YoY to ₹1.85 lakh crore, indicating strong economic activity.
- Union Cabinet sanctioned ₹1.07 lakh crore under the Employment Linked Incentive Scheme, a big boost to domestic manufacturing and employment generation.
Auto Sector Update: Mixed Bag with Two-Wheeler and EV Growth Showing Divergence
Winners:
- TVS Motors: Overall sales increased 20% (4.02 lakh units), exports increased 54%, while EV sales decreased 9.2%.
- Eicher Motors (Royal Enfield): Domestic sales increased 22%, exports increased 79%.
- M&M: Overall sales increased 14%, strong tractor and 3-wheeler growth.
- Escorts: Sales of tractors increased 2.2%, exports 114%.
- SML Isuzu: Sales of cargo vehicles increased 41.6%.
Laggers:
- Tata Motors: Domestic sales declined 12%, commercial vehicles by 9%, but EV sales increased 12%.
- Ashok Leyland: Domestic sales declined by 1%, M&HCV by 2%.
- Bajaj Auto: Domestic sales declined 13%, but exports increased 21%.
Corporate Developments & Stock Buzz
- Bharat Forge to demerge defence business to Kalyani Strategic Systems through ₹500 crore of OCRPS.
- Uno Minda purchased 49.90% in Uno Minda EV Systems for ₹141.27 crore.
- Godrej Industries raised its holding in Godrej Capital to 90.89%.
- Apollo Hospitals made a strategic business reorganisation announcement.
- SKF to demerge automobile and industrial sectors and invest ₹9,000 crore.
- HCL Tech formed a multi-year strategic partnership with OpenAI, which improved sentiment in the technology space.
- Shree Cement acquired the Joga IV limestone mining block as preferred bidder.
- Prestige Group bought 22 acres in Chennai to develop over the long term.
- TVS, M&M, Eicher Motors, and Escorts witnessed strong investor demand on the back of strong auto sales numbers.
Energy, Gas, and Commodities
- ATF (Aviation Fuel) prices rose by 7.5%, which has some impact on airline stocks.
- 19 KG LPG Commercial Cylinder prices fell by ₹58.50, which was a respite for the hospitality industry.
- Domestic Gas Price rose from $6.41 to $6.89 per mmbtu.
- Soda Ash import floor price of ₹20,108/ton extended up to December 31, 2025.
Global Impact: Canada Abandons Digital Tax, US Tech Stocks Surge
To de-escalate trade tensions with the US, Canada abandoned its Digital Services Tax, triggering a rally among tech giants like:
- Meta
- Amazon
- Apple
- Oracle
Look for more upside momentum in these FAANG stocks.
Listings & IPO Buzz
- Kalpataru Projects listed at ₹414.10 (BSE) and ₹414 (NSE).
- Globe Civil Projects listed at ₹91.10 (BSE).
- Ellen Berry Industrial Gases quoted at ₹492 (BSE).
- Raymond Realty quoted strongly at ₹1,005 (BSE).
- CG Power quoted its QIP floor at ₹679.08/share.
Retail, FMCG & Real Estate
- D-Mart went higher with 2 new stores, now at 424 in the country.
- United Beverages added Amstel Grande beer in Karnataka.
- Profit booking seen in FMCG, realty, and IT, despite buying in oil & gas and metal stocks.
Stock Indices Performance
- BSE Sensex: 83,697
- NSE Nifty: 25,541
- Bank Nifty: 57,459
Conclusion: A Healthy Start to H2 2025
Indian markets are set for healthy growth on the back of robust domestic fundamentals (manufacturing, GST growth, increasing DII participation), and global optimism (Canada-US relations, tech rally). Defence, auto, energy, and capital goods sectors are the sectors to watch out in July 2025.
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