Stock Market Today: Nifty Slips Below 25,400, Sensex Falls Over 350 Points As Airtel, HDFC Bank Drag

 

  • Nifty, Sensex fall for the second day, drag by Nifty IT.

  • Bharti Airtel and HDFC Life are the top losers in Nifty.

  • All sectoral indices are lost in trade, barring Realty, Metal and Oil and Gas.

  • Nifty PSU Bank and IT end as top losing sector for the day

  • TCS ends flat note ahead of its Earnings.

  • Nifty Midcap 150 fall for the 5-day in a row.

  • Bharat Dynamics and Solar Industries are the top losers in Nifty Midcap 150.

  • Infosys and Coforge fall the most in Nifty IT

  • Nifty IT Fall for the second day in a row.

  • Nifty PSU Bank, Media fall for the 4th day in a row.

  • Nifty oil and Gas fall for the 2nd day.

  • Nifty Metal snaps 5-day losing streak.

  • Nifty Bank fall for the second day in a row.

  • Rupee closed 3 paise stronger against US Dollar at 85.65

  • It closed at 85.68 a dollar on Wednesday.

Source: Bloomberg

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Petronet LNG has signed a 5.5-year agreement with an arm of Deepak Mining Solutions to supply 25.6 TBtus annually, with a revenue potential of Rs 1,200 crore. This deal was disclosed in an exchange filing.

The long-awaited public listing of the National Stock Exchange may finally be gaining momentum, with the markets regulator putting the IPO process on a fast track, according to people familiar with the matter.

Initial regulatory approvals are not far off as officials involved have been asked to prioritise IPO-related diligence, the people told NDTV Profit. This includes a detailed review of all open observations flagged in earlier rounds of review.

GP Eco Solutions has secured a contract worth Rs 121 crore for a solar power project. This significant deal was announced through an exchange filing.

Sindhu Trade Links plans to explore acquisition opportunities in lithium and rare earth element mining both in India and abroad. The company considers deployment of up to $100 million on critical mineral operation.

JTL Industries plans to commission a new pipe manufacturing facility, expected to be operational in 12 months. This facility will add an annual capacity of 3 lakh million ton per annum.

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Synergy Green Industries has received a Rs 5.3 crore order for 3.3 MW parts from Adani Wind.

Syrma SGS Technology share price rose as the company denied report of Rs 1,800 crore PCB plant in Andhra Pradesh. The company is unaware of any undisclosed information in response to media report that trigger a share price spike.

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Hero MotoCorp has appointed Kausalya Nandakumar as Chief Business Officer for its Emerging Mobility Business Unit.

Shilpa Medicare Ltd.'s Bengaluru unit received GMP certification from Saudi Food and Drug Authority after a flawless inspection at its Bengaluru unit from February 18-20, focusing on Ondansetron Oral Film. The inspection concluded with zero observations.

Quality Power Electrical Equipment Ltd. share price jumped 7.58% higher to a record high of Rs 770 apiece. The share price was trading 7.29% higher at Rs 52.25 apiece as of 12:52 p.m., as compared to 0.31% decline in the NSE Nifty 50 index.

Quality Power Electrical have acquired 100% stake in Sukrut Electric Co along with Yash Highvoltage via a fully buyout from German multinational.

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The Food Safety Body in Ladakh has lifted the ban on a batch of Patanjali Organic Wild Honey. The decision came after lab tests confirmed the honey met food safety standards.

Jash Engineering's order book reached ₹844 crore as of July 1. The company secured consolidated orders worth ₹69 crore in June 2025.Jash Engineering's order book reached ₹844 crore as of July 1. The company secured consolidated orders worth ₹69 crore in June 2025.

  • June APE Growth fell 5.2% to Rs 694 crore

  • Q1 APE Growth fell 5% to Rs 1,864 crore

  • Q1 Retail APE Growth fell 9.2% to Rs 1,512 crore

  • June Retail APE Growth fell 7.7% to Rs 573 crore

  • June New Business Premium rose 4.1% to Rs 1,573 crore

  • Q1 New Business Premium rose 6.5% to Rs 4,012 crore

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Vedanta Ltd.'s shares were trading unchanged during early trade on Thursday, ahead of the annual general meeting and amid the Viceroy Research controversy. Chairman Anil Agarwal is set to address shareholders later in the day at the AGM.

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Shares of Asian Paints Ltd. traded lower on Thursday after the company offloaded its entire stake in Akzo Nobel India Ltd. in a large trade on Wednesday.

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Jash Engineering has announced its acquisition of Westech Process Equipment, as per their exchange filing. 

Shares of Belrise Industries Ltd. fell nearly 2% on Thursday, snapping a two-day rally. The stock surged 13% over the last two trading sessions after Jefferies initiated coverage on it with a 'buy' rating and a price target of Rs 135, indicating a 31% upside potential on Tuesday.

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Shares of Apollo Tyres Ltd., UPL Ltd., IDFC First Bank Ltd. and 19 other companies will be of interest on Thursday as it marks the last session for investors to buy shares to qualify for receiving the dividend before the stock goes ex/record-date.

Shares of Indian Renewable Energy Development Agency Ltd. were trading higher during early trade on Thursday, ahead of the release of the first-quarter financial results.

Earlier this month, the company issued its quarterly business update that showed a 29% rise in its loan book during the April-June period.

India has called for a swift conclusion to the ongoing review of the ASEAN Free Trade Agreement, amid reports that New Delhi may consider walking away from the pact due to lack of progress.

Puravankara has entered into a joint development agreement for a 5.5-acre project in Bengaluru, with an estimated Gross Development Value exceeding Rs 1,000 crore.

JPMorgan is expecting the NSE Nifty 50 will likely trade between the range of 26,500 and 30,000 in the next six to nine months. The lower band is the bear case, while the upside is the best bull case for the Indian benchmark index.

The expectation of a 30,000 bull case for the Nifty 50 comes on the back of an earnings recovery expectation. In the first quarter of financial year 2026, earnings of Nifty 50 companies and other companies on the investment banker's radar will likely post 7% year-on-year growth.

Shares of Tata Consultancy Services Ltd. fell by 0.82% on Thursday but later recovered to trade higher, ahead of the release of its earnings for the first quarter of fiscal 2026.

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Motilal Oswal Financial Services Ltd. initiated coverage on Bharat Dynamics Ltd. with a 'neutral' rating and a target price of Rs 1,900. The brokerage expressed confidence in the defence manufacturer's business model and its capacity to scale up its revenues and order book in the current scenario, citing fair valuation levels.

Read the full article here.

The Securities and Exchange Board of India is currently investigating Ahmedabad-based Spright Agro Ltd. for several violations related to bonus and split issues, rights issues, suspicious offloading of shares and more, people in the know told NDTV Profit.

Enviro Infra Engineers Ltd. share price advanced 5.73% to Rs 254.99 apiece, the highest level since May 29. The share price was trading 3.95% higher at Rs 250.82 apiece as of 9:30 a.m.

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On National Stock Exchange, five sectoral indices declined, five advanced, and five remained flat out of 15. The NSE Nifty Metal rose the most, and the NSE Nifty Media declined the most.

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ICICI Bank Ltd., Axis Bank Ltd., Tata Steel Ltd., Mahindra & Mahindra Ltd., and Reliance Industries Ltd. added to the Nifty 50 index.

HDFC Bank Ltd., Infosys Ltd., Bharti Airtel Ltd., Tata Consultancy Services Ltd., and Tata Motors Ltd. added to the Nifty 50 index.

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The NSE Nifty 50 and BSE Sensex rebounded at open on Thursday as private bank stocks advanced. The indices were trading flat as of 9:18 a.m.

At pre-open, the NSE Nifty 50 was trading 0.14% higher at 25,511.65, and the BSE Sensex was trading 0.15% higher at 83,658.20.

  • The 10-year bond yield opened flat at 6.37%

Source: Cogencis

  • Rupee opened 6 paise stronger against US Dollar at 85.61

  • It closed at 85.67 a dollar on Wednesday.

Source: Cogencis

  • Initiate Neutral with a target price of Rs 1,900

  • Increased global spending augurs well for Indian defense sector

  • Positive industry tailwinds to benefit Bharat Dynamics

  • Expect Bharat Dynamics’ total addressable market size of Rs 50,000 crore

  • Emerging as a leading integrator of missile platforms

  • Strong order book and easing supply chain issues to scale up revenue

  • Focus remains on indigenization

  • Valuations fair, would look for lower price points to enter the stock

Blue Cloud Softech Solutions has signed an $8.9 million MoU with LedgerFi IT Solutions to support the Zanzibar government's digital transformation. This partnership aims to enhance the region's technological infrastructure and services

NDTV Profit India has been tracking the action in the top dealing rooms of India’s financial capital, and this edition of ‘Heard On The Street’ provides you with buzzing action on stocks like Adani Power, Engineers India, ICICI Prudential Life, Sambhaav Steel, Persistent Systems, Tata Elxsi, Medi Assist, and BHEL.

Heard On The Street provides readers with what well-informed investors, especially HNIs, FIIs, DIIs, and mutual funds, are buying and selling in the stock market. It also tracks the latest unconfirmed/unverified chatter around stocks and/or sectors.

Read the full article here.

Oil prices continued to trade steady in Asia session Thursday amid an anticipated rise in US crude stock pile. The September future contract of brent was trading 0.01% higher at $70.20 a barrel as of 8:06 a.m.

Bitcoin hit a fresh high of $140,01130 on Wednesday amid tariff uncertainty. The crypto currency declined in Asia session on Thursday. It was trading 0.19% down at 139,253.13 as of 8:04 a.m.

"The rally followed the release of the Fed’s June FOMC minutes, where most policymakers signaled support for at least one rate cut in 2025, leading to a risk-on sentiment in the market. Meanwhile, as U.S. debt hit a new all-time high, the dollar index (DXY) dropped to its weakest level in 21 years compared to its 200-day moving average, making Bitcoin more appealing to investors," said Edul Patel, Co-founder and CEO of Mudrex.

  • Q1FY26 Earnings Preview: Laying the foundation for an earnings rebound

  • Anticipate that this quarter will serve as a transition from underwhelming earnings to a decent recovery

  • This will be driven by the low base from the previous year and a resurgence in economic momentum

  • Expect Nifty 50 to trade between our Base case target of 26,500 and Bull case target of 30,000 over the next six to nine months

  • Preferred sectors are Banks, Consumer, Hospitals, Real Estate, Defense and Power

Most markets in Asia-Pacific region were trading higher amid US announcing tariffs increasing global trade volatility. The Hang Seng and CSI 300 were trading 0.14% and 0.19% higher, respectively as of 7:35 a.m.

The Nikkei 225 declined 0.50% as of 7:35 a.m.

US equity futures fell sharply after the US President Donald Trump announced a 50% tariff on copper import. He also revealed a tariff letter which showed a 50% tariff on Brazil imports.

The Dow Jones Industrial Average and S&P 500 futures were trading 0.17% and 0.18% down, respectively as of 7:24 a.m.

The GIFT Nifty was trading 0.01% or 1.50 points lower at 25,572.50 as of 6:48 a.m., which implied a tepid open.

Investors will focus on metal stocks as US President Donald Trump announced a 50% tariff on copper, effective from Aug 1. Amber Enterprises Ltd., JSW Energy Ltd., Asian Paints Ltd., UPL Ltd., Fischer Medical Ventures Ltd. share prices.

The NSE Nifty 50 and BSE Sensex ended in the green on Tuesday even as many traders remained on the sidelines awaiting clarity on US and India trade deal. Kotak Mahindra Bank and HDFC Bank Ltd. were top contributors to the NSE Nifty 50 index.

The Nifty 50 ended 61.20 points or 0.24% higher at 25,522.50, and the BSE Sensex ended 270.01 points or 0.32% higher at 83,712.51.

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