Market Wrap – July 9

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Market Wrap – July 9, 2025 | Global Geopolitical Drama, Tariff Shocks, and Sector-Specific Action

Indian markets on July 9, 2025, saw mixed moods with global geopolitical news colliding with sector-specific corporate events. Investors remained guarded following broad tariff announcements by the US, even as domestic leads in steel, banking, and real estate provided some relief.

Global Cues and Commodities: A Storm Brewing

Crude oil ranged from USD 69.99 per barrel, which shows a risk-averse but stable energy market. Indian Rupee ranged to Rs 85.83 per USD, which indicates no pressure from worldwide uncertainties.


  • Gold reached Rs 96,300 per 10 gm, and silver reached Rs 1,07,800 per kg, which shows a typical safe-haven flip by investors.

  • US Dollar Index was at 97.26, while the yield on 10-year bond was at 4.41%, both suggesting a stronger US currency.

  • On the base metals front, there was a bearish trend prevalent, as copper inventory surge negated price impact of new US tariffs.

Market Wrap – July 9

Trump’s Tariff Tsunami: 200% on Pharma, 50% on Copper

Market Wrap – July 9

The US President Donald Trump imposed a 200% tariff on drug imports and a 50% tariff on copper with special focus on BRICS and Latin American countries.

While politically driven before the election cycle, the effect is set to be strong for Indian pharma exports. Copper markets remained, however, insusceptible to inventory overhang.

Market Insight: Long-term drivers of top Indian exporters remain intact even though pharma and metal stocks will probably continue to be pressured in the near term.

Steel Sector Witnesses Production Hike

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⚡ Investor Note: JSW is still a safe bet at 87% capacity utilization. Tata’s delivery fall can be transient given inventory management.

Earnings Snapshot: 5paisa Disappoints

5paisa Capital, an online brokerage, logged dismal Q1FY26 numbers:

Market Wrap – July 9


  • Profit fell from Rs 20 crore to Rs 12 crore

  • Revenue fell from Rs 102 crore to Rs 78 crore

  • EBITDA margin dipped from 36.3% to 32.4%

  • The decline could be due to a declining active trader base or an increase in operating expenses.

Realty & Infra Updates: Chembur Redevelopment to Drive Momentum

Orders Galore: Infra & Capital Goods in Focus


  • CMEK secured an ONGC order worth Rs 39 crore for offshore platform repair.

  • CEINSYS secured a Rs 115 crore order from MMRDA.

  • Dixon Technologies formed a 50:50 JV with SIGNIFY INNOVATION under the brand name “LIGHTANIUM Technology”.

  • E-PACK Durable has started manufacturing washing machines at its plant in Andhra Pradesh.

Market Wrap – July 9

IPO Radar: Anthem Biosciences – Rs 3395 Cr Offer

Anthem Biosciences has launched its Rs 3,395 crore IPO (all OFS), opening on July 14-16, at a price band of Rs 540 to Rs 570 per share.

The company, established in 2006, has business in drug discovery, biosimilars, enzymes, and probiotics and has 975 clients across 44 countries.

FY25 Financials:

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  • Revenue: Rs 1,930.29 crore

  • Profit: Rs 451.26 crore

  • EBITDA Margin: 36.81%

  • Patents: 1 in India, 7 overseas, and 24 pending

IPO Expectation: Strong fundamentals, high-margin business, global presence, and strong IP pipeline make it a strong long-term bet.

Banking & PSU Recap


  • Union Bank deposits rose 3.6% to Rs 12.4 lakh crore, and overall business went up 5% to Rs 22.1 lakh crore. Domestic retail deposits saw the maximum growth.

  • Tamil Nadu Mercantile Bank has announced a dividend of Rs 11, record date August 1.

  • Shree Digvijay Cement has set its dividend record date at August 22.

Market Wrap – July 9

Healthcare & Biotech News

Market Wrap – July 9

Other Notable News

Bajel Projects capacity expansion July 2025

Sectoral Trends & Index Movement

The session saw profit booking in:

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  • Realty

  • Metals

  • Oil & Gas

  • IT

  • Infra

  • PSU stocks
However, there was buying interest in:

  • FMCG

  • Auto

  • Pharma

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Index Closings:

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  • Sensex: 83,536

  • Nifty: 25,476

  • Bank Nifty: 57,213

Conclusion: Volatility with Pockets of Opportunity

Although India Inc. demonstrated resilience to global tariff dislocations and bifurcated sectoral performance, long-term growth is resilient with marquee IPOs such as Anthem Biosciences and strong order bookings in steel, infra, and consumer durables.

Investors need to be careful about US policy risks and geo-political noise, particularly when it comes to pharma and export-oriented businesses.

Market Wrap – July 9

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