Market Wrap – July 3, 2025

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Market Wrap – July 3, 2025: PMI Surge, Tariff Turns, IPO Mania, and Sectoral Action Propel Action

International cues, macroeconomic indicators and sectoral developments guide the Indian equities on July 3, 2025. Let’s de-mystify today’s largest headlines, investor action, and its correlation with key sectors and stocks.

Global & Commodities Snapshot


  • Crude oil was at $68.83/bbl, suggesting relative calmness in energy prices.

  • INR was at ₹85.31/USD and US Dollar Index at 96.51.

  • Gold jumped to ₹97,500 and Silver to ₹1,06,500 on the back of safe-haven demand.

  • US 10Y Bond Yield remained unchanged at 4.26% and VIX low at 12.29, a sign of low volatility.

  • Base metals were in bearish mode, signaling fear of demand.

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Global Trade & Policy Highlights

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  • USA levied a 20% import tariff on Vietnamese products, but kept US exports to Vietnam tariff-free – a possible gain for Indian textile exports such as KPR Mills, Gokuldas, Vardhman Textiles, and TRIDENT.

  • Semiconductor relief: The US removed restrictions on Chinese chip imports and design license exports, relief for technology giants and stock prices such as NVIDIA, Apple, Tesla, and NIKE.

  • US Employment Shock: Private employment declined by 33,000, the first in 2 years – indicating a cooling labor market.

  • Stock Action: Top performers were NVIDIA, Tesla, Apple, NIKE, while Coca-Cola, Adobe, P&G, and Salesforce fell.

FII-DII Activity & Economic Data

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  • FII net sold ₹1,542 crore, while DII purchased ₹2,763 crore – indicating domestic institutions are supporting the fall.

  • India’s June 2025 PMI readings were strong:

  • Services PMI: 61.0 (vs. 59.3 earlier)

  • Composite PMI: 60.4 (compared to 58.8 earlier)

Retail & Consumer Goods


  • V2 Retail: Revenue increased 51% to ₹628 Cr, added 28 new stores, now standing at 216 stores.

  • Bazaar Style: Revenue increased 37% to ₹377 Cr, added 22 stores, total 664 stores.

  • D-Mart: Revenue of ₹15,932 Cr (up by 16%), Same Store Sales Growth in 424 stores.

  • Nestlé: Invested ₹105 Cr in its Sanand plant to launch a new portfolio of MAGGI noodles.

  • SERA Sanitaryware introduced its new product range, ‘POLYPLUZ’.

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IPOs & Listings Buzz


  • CFF Fluid IPO (BSE SME) starts on July 9 – Fixed price: ₹585.

  • Travel Food Services IPO (₹2,000 Cr OFS):

  • Opens on: July 7, Closes on: July 9

  • Price Band: ₹1045–₹1100 | Lot Size: 13 shares

  • FY25 Revenue: ₹1,762.7 Cr, EBITDA margin: 40.07%

  • Indogulf CropSciences listed at ₹111 (same as offer price).

  • Biocon’s DENOSUMAB biosimilar receives European Commission approval – a big shot in the arm for its biologics business.

  • Alembic Pharma bought Utility Therapeutics for $12 million.

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Corporate Developments

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  • Tata Power to pay $49.9M to KLEROS following arbitration.

  • Escorts launched its new crane ‘HAAYDRA 12’.

  • Akzo India receives tax notice of ₹2.26 lakh.

  • Voltas issued notice of GST demand of ₹265 Cr for FY19–21.

  • Coromandel gets CCI approval to pick up 53.13% stake in NACL.

  • BLISS GVS received IGST refund of ₹6.6 Cr.

  • MOIL’s manganese ore production increased by 2% to 1.68 lakh tonnes.

  • Hindustan Zinc reported: Metal production from metal mined up 9% Refined zinc down 4% Generation from wind power up 24%

  • NBCC signed MOU with FDC for redevelopment of Siri Fort Auditorium, Delhi.

  • QUESS Corp joined ONDC, opening 20 lakh job postings.

  • FAST India signed biotech agreement with Indegene.

  • Blue Cloud Software launched AI-powered healthcare platform BLU LAUNCH, worth $60M in the US.

Banking & Finance Round-Up
PNB:


  • Deposits: ₹15.9L Cr (↑12.8%)

  • Advances: ₹11.3L Cr (↑9.9%)

Indian Bank:


  • Deposits: ₹7.4L Cr (↑9.3%)

  • Advances: ₹6L Cr (↑11.3%)

  • Cut MCLR by 5 bps

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Mahindra Finance:


  • Disbursement: ₹12,800 Cr

  • AUM: ₹1.2L Cr (↑15%)

  • Collection Efficiency: 95%

CSB Bank:


  • Deposits increased 20%, Advances increased 32%

  • Capital SFB: Deposits at ₹9,110 Cr, Advances at ₹7,437 Cr

UCO Bank: Total business ₹5.24L Cr, with improved CASA ratio: 75.48%

RBL Bank put an end to rumors of Emirates NBD acquisition.

Real Estate & Other Highlights

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  • Arcade Developers acquired Filmistan Studios for ₹183 Cr –

  • NBCC got fresh orders of ₹66 Cr.

  • MobiKwik Securities became SEBI licensed Stock Broker & Clearing Member.

Recap Market Indices


  • Sensex: 83,239 | Nifty: 25,405 | Bank Nifty: 56,791

  • Sectoral Trends:

  • Buying: Pharma, Auto, Oil & Gas

  • Profit Booking: Metals, Realty, Banking

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