Posted August 01, 2025
Stocks to Watch, August 1: Market Overview & Key Updates
India’s stock market is set for a cautious opening on August 1, with GIFT NIFTY suggesting a 139-point drop in the NIFTY50 index. With earnings season in full swing, investors are gearing up for a day driven by quarterly reports, sector trends, and global cues.
Let’s break down everything you need to know about the top-performing (and underperforming) companies and sectors today.
Market Opening Trends
GIFT Nifty Hints at Weak Opening
Global cues are spooking investors. Weakness in Asian markets and hawkish sentiment from the U.S. Federal Reserve are trickling into Indian equities. GIFT Nifty points to a sharp dip, signaling a cautious sentiment ahead of today’s trading.
Global Cues & Economic Concerns
Concerns over interest rates, inflation data, and geopolitical risks (especially U.S.–China trade talks and crude oil price volatility) continue to weigh on investor sentiment.
Key Earnings Reports That Moved the Market
JSW Energy Reports Robust Profit Growth
JSW Energy reported a 42.43% YoY increase in consolidated net profit, hitting ?743.12 crore in Q1 FY26. Revenue from operations also surged by 78.62%, reaching ?5,143.37 crore. Power demand and capacity expansion have been the driving forces.
Coal India Faces Decline in Profit
Coal India saw a 20% YoY drop in net profit, totaling ?8,743 crore. Rising expenses and weak demand dented margins. Revenue fell by 4% to ?35,842 crore, while EBITDA margin slipped by 330 bps, indicating operational pressure.
Eicher Motors Maintains Strong Performance
Eicher Motors posted a net profit of ?1,205 crore, a 9% rise YoY, backed by strong Royal Enfield sales. Revenue also climbed to ?5,042 crore, up 15% YoY, with stable operating margins.
Swiggy’s Losses Widen Despite Revenue Surge
Swiggy posted a ?1,197 crore loss, nearly doubling its deficit from the previous year. However, revenue jumped by 53.9% YoY to ?4,961 crore, reflecting growth in order volume and customer base.
Mankind Pharma Profit Falls, Revenue Rises
Mankind Pharma’s profit fell 17% to ?445 crore, though revenue rose to ?3,570 crore. The company is looking to raise ?1,000 crore via commercial papers, signaling aggressive expansion.
Radico Khaitan Sees Massive Profit Jump
Alcoholic beverage major Radico Khaitan posted a 73.14% profit jump to ?130.52 crore, driven by volume growth and premium segment expansion. Revenue climbed 24.56% YoY to ?5,313.51 crore.
ICRA Reports Consistent Growth
ICRA posted a 22% YoY rise in net profit to ?30 crore. The rating agency saw revenue rise 14% to ?72.20 crore, with EBITDA improving by 26%.
Netweb Technologies Doubles Profit Amid AI Demand
Netweb Technologies’ PAT more than doubled to ?30.5 crore, riding on the AI boom. Revenue also surged 101.7% to ?301.21 crore. The company expects continued demand in Q2.
Dabur Impacted by Weather-Driven Sales Dip
Dabur’s net profit inched up 2.8% YoY, reaching ?508.29 crore. But summer-centric categories like beverages took a hit due to unseasonal rains. Revenue growth remained muted at 1.65%.
Kaynes Tech Eyes Space Sector Entry
Kaynes Technology saw profit rise to ?74.6 crore, up from ?50.77 crore last year. With a 33.6% rise in revenue and a new space-tech subsidiary, the firm is aiming for long-term innovation-led growth.
HUL Price Strategy Update
HUL cut prices on tea and homecare but increased prices in skincare due to higher palm oil costs. Management hinted at possible future reductions if input prices soften.
Ceinsys Tech Sees Triple-Digit Growth
Ceinsys Tech posted a ?31.6 crore PAT, up from ?11.91 crore YoY. Revenue surged to ?156.6 crore, backed by infrastructure and water-related projects in Maharashtra.
Sundram Fasteners Steady Growth
Auto-component player Sundram Fasteners posted a modest rise in net profit to ?147.94 crore. The company noted stable operational efficiency and strong client orders.
City Union Bank Posts Solid Q1 Numbers
City Union Bank reported a 16% YoY rise in net profit to ?306 crore. The lender also witnessed a healthy increase in interest income and total revenue.
Stocks to Keep an Eye on Today
Tata Power
Amid the energy sector’s bullish run, Tata Power is expected to be in focus, especially with anticipated earnings and clean energy initiatives in the pipeline.
ITC Ltd
ITC is set to declare its Q1 results today. Investors are keen to see how the company performs across FMCG, hotels, and cigarette segments.
Godrej Properties
With earnings due and increased traction in the real estate sector, Godrej Properties could see investor interest.
Graphite India
This industrial player is under the scanner for Q1 performance updates and macroeconomic triggers like steel demand.
Adani Power
After recent rallies and today's earnings release, Adani Power could show heightened volatility.
Sector-Wise Snapshot
Power & Energy Sector
A standout performer this quarter. JSW Energy, Tata Power, and Adani Power are benefiting from demand and renewable energy growth.
FMCG Sector
Mixed signals. HUL and Dabur are affected by input cost pressures and weather-related slowdowns.
Realty Sector
Stocks like Godrej Properties are likely to gain from positive pre-sale trends and upcoming earnings.
Banking & Finance
City Union Bank and ICRA highlight resilience in financial services, with steady income and controlled costs.
Technology & AI Focused Firms
Netweb Technologies and Kaynes Technology show the growing impact of AI and space tech innovations in India.
Analyst Recommendations and Investor Sentiment
Analysts remain cautiously optimistic. While earnings are mostly in line or better than expected, global cues and macro data could trigger profit-booking. Power, auto, and tech sectors hold positive bias.
What to Expect Going Forward?
Expect volatility as earnings continue to pour in. Watch out for movements in ITC, Tata Power, and real estate counters. Midcaps are likely to remain active. Investors should monitor global indicators and crude oil prices closely.
Conclusion
August 1 is shaping up to be a pivotal day for Indian markets, driven by heavyweight earnings, global headwinds, and sectoral churn. Whether you’re an active trader or long-term investor, today’s updates across energy, FMCG, real estate, and tech give you key signals for the road ahead.
Disclaimer
The information provided in this article is for educational and informational purposes only. It does not constitute financial, investment, legal, or tax advice. Please consult with a certified financial advisor or a SEBI-registered professional before making any investment decisions. The author and publisher are not responsible for any financial losses or legal consequences incurred as a result of using this information
