Market Wrap – July 4, 2025

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Market Wrap – July 4, 2025: Sectoral Action, Strategic Investments, and Financial Surprises

July 4, 2025, was a strong Indian stock market in the face of mixed signals overseas and an American holiday. The Sensex closed at 83,432, the Nifty at 25,461, and Bank Nifty at 57,031. Sectoral buying in sectors such as Oil & Gas, IT, Realty, Pharma, PSE, FMCG, and Banking was seen, and profit booking in Metals and Auto.

Global Indicators and Commodities

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  • Crude Oil: $68.59 per barrel

  • USD-INR: ₹85.34

  • US Dollar Index: 96.58

  • US 10Y Yield: 4.31%

  • India VIX: 12.49

  • Gold: ₹97,100

  • Silver: ₹1,07,600

  • Base Metals: Bearish

  • US Market: Independence Day holiday—closed

  • US Jobs Data: 147,000 jobs added—state and local government mostly

Institutional Activity


  • FII: Net Sellers of ₹1,481 crore

  • DII: Net Buyers of ₹1,333 crore

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Corporate Highlights

Industrial & Manufacturing

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  • Bharat Forge formed a subsidiary: Agnayastra Energetics defence.

  • Vedanta registered a 1% increase in aluminium production and a 50% increase in zinc production.

  • Godrej Industries to invest ₹750 crore in biotech and specialty chemical capacity.

  • Jindal Steel & Power secured LOI for Odisha’s Roida 1 iron ore and manganese block.

  • Godavari Biorefinery receives patent for novel anti-cancer molecule.

Retail & Consumer


  • Reliance Retail to invest in minority stake in UK’s FaceGym; to introduce facial workouts in TIRA stores.

  • PC Jewellers clocked 80% revenue growth and lowered debt by 50%, aiming to achieve debt-free status by 2026.

  • AWL recorded 4% volume decline but 21% revenue growth on the back of 75% quick commerce growth.

  • SH Kelkar posted 14% revenue expansion with steady margins at ₹574 crore.

FMCG 1

Banking & Finance

Banking 1


  • Bajaj Finance: Deposits rose 15% (₹72,100 crore), AUM rose 25% (₹4.41 lakh crore).

  • RBL Bank: Advances rose 9%, deposits rose 11%. CASA declined marginally.

  • Yes Bank: Loans and deposits declined 2% and 3% respectively.

  • Bank of Baroda: International business grew 10.7% to ₹26.4 lakh crore.

  • ICICI Bank: GST relief of ₹1,902 crore for 2017–2022 period.

  • L&T Finance: Retail loan book rose 18% to ₹99,800 crore.

  • Suryoday SFB: Advances rose 20%, deposits rose 39%, CASA declined.

  • HDFC Bank: Deposits rose 16.4%, advances rose 6.7%.

  • Bank of Maharashtra: Advances up by 15.36%, deposits up by 14.08%.

Investments & Mergers


  • Puneet Goenka to invest ₹2,237 crore in Zee Enterprises.

  • Torrent Pharma bought 2.4% stakeholding in JB Chemicals for ₹620 crore.

  • FaceGym India launch supported by Reliance.

  • ARIS Infra got order worth ₹100 crore from Village Wave (Bangalore).

  • Master Trust ventured into mutual fund business.

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Pharma & Health

Pharma 1


  • Alembic Pharma: Received ₹33 crore tax notice by Sikkim Authority.

  • Lupin: Launches Ipratropium Bromide Nasal Solution in USA.

  • Cipla: Under margin pressure as Revlimid patent sunsets in 2026.

Power & Energy


  • AEGIS Logistics booked LPG terminal at Pipavav with 48,000 MT capacity.

  • PNGRB introduced new gas tariff norms:

  • 75% of demand should be booked under long-term contracts.

  • Vision: “One Nation, One Grid, One Tariff”.

Energy 1

Stock & Market Action

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  • MQ Pharma: Bulk deal of 45.5 lakh shares at ₹1,225/share valued ₹551 crore.

  • TRENT: Guided 20% growth below its CAGR; followed by profit booking.

  • VRL Logistics: Issued 1:1 bonus issue of shares.

  • Medplus: Faced suspension orders in Chhattisgarh and Karnataka.

  • ANJEL One: Confronted softening in client addition & order value.

  • MCX: To introduce electricity futures for August–October from Thursday.

Policy, Legal & Regulatory


  • PNGRB’s common tariff policy to benefit CNG and PNG consumers.

  • Hindustan Zinc appointed preferred bidder for Navatola-Laband REE block in Sonbhadra.

  • SIGNPOST India received High Court approval to restart ad business in Bangalore.

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Conclusion

July 4, 2025, was a mix of sectoral strength, fiscal rebalancing, and policy realignment. US markets were shut and FIIs kept on selling, Indian investors seeking cues from domestic fundamentals and corporate performance.

Quarterly results, macro numbers, and future IPOs are in the limelight now as the market sets course for mid-year direction.

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