Debprasad Ghosh - Stock Market Advisor

14/08/2026

04/08/2025

Univest Official:
Morning Update 04-08-2025 :

NIFTY:
Nifty opened slightly lower and consolidated early on before attempting a move into the green. However, it couldn’t hold above the previous close and came under steady selling pressure, ending sharply lower. View is buy near support levels with minimal risk.

BANK NIFTY:
Bank Nifty also opened mildly lower and briefly turned positive, trading in a narrow range. It later slipped into the red and drifted further down in the latter half. View is buy near support levels with minimal risk.

Nifty 50

Support Level : 24450
Resistance Level : 24800

Bank Nifty

Support Level : 55200
Resistance Level : 56400

Result corner
Federal Bank
• Revenue: ₹7,151 vs ₹6,728 – Stable improvement
• Gross Profit: ₹1,707 vs ₹1,577 – Moderate rise
• Net Profit: ₹947 vs ₹1,040 – Slight dip

Sarda Energy
• Revenue: ₹1,633 vs ₹926 – Robust growth
• Gross Profit: ₹536 vs ₹216 – Strong jump
• Net Profit: ₹423 vs ₹195 – 2x increase

Gujarat Ambuja Exports
• Revenue: ₹1,291 vs ₹1,090 – Good growth
• Gross Profit: ₹61 vs ₹75 – Moderate decline
• Net Profit: ₹65 vs ₹77 – Marginal drop

Balaji Amines
• Revenue: ₹358 vs ₹385 – Slight decrease
• Gross Profit: ₹41 vs ₹54 – Noticeable dip
• Net Profit: ₹37 vs ₹46 – Decline

Medplus Health
• Revenue: ₹184 vs ₹178 – Small growth
• Gross Profit: ₹17 vs ₹12 – Steady increase
• Net Profit: ₹14 vs ₹9 – Strong jump

Stocks in news
-PNBHOUSING makes leadership appointments after MD & CEO exit

-GRANULES The US FDA completed a Pre-Approval Inspection at the company's Hyderabad facility from July 28 to August 1, issuing a Form 483 with one observation. The company stated it will respond to the observation.

-LLOYDSENGG The company’s subsidiary has signed an agreement with Mumbai Railway Vikas Corporation to procure, install, and maintain escalators for Central Railway. The agreement is valued at ₹23 crore and expected to be completed within 24 months.

-SUNPHARMA The company clarified it has not received any communication from the US government regarding a reduction in drug prices.

-KTKBANK Ramaswamy Subramanian stepped down from his position as Chief Product Officer.

-RHIM The company has completed the acquisition of Ashwath Technologies for a total consideration of ₹14.12 crore.

-PNCINFRA The company sold its stake in PNC Bareilly Nainital Highways for ₹716 crore.

-LUPIN The company clarified it has not received a letter from the US government regarding drug price cuts and is unaware of any undisclosed information.

-MOTHERSON The company has approved a joint venture agreement with Macauto Industrial, a Taiwanese company, to manufacture window and roof sunshade systems.

-AMBUJACEM Adani Cementation stands amalgamated with Ambuja Cements and dissolved without being wound up.

-ITC The company has approved the amalgamation of its wholly owned subsidiaries, Sresta Natural Bioproducts Pvt. Ltd. and Wimco Ltd., with the company. The move aims to unlock value, drive synergies, and achieve more efficient operations

-TATAMOTORS In July, the company reported a 7% YoY rise in commercial vehicle sales to
28,956 units, beating NDTV Profit’s estimate. However, passenger vehicle sales fell 11% to 40,175 units, resulting in a 6% drop in total domestic sales to 65,953 units.

-ORIRAIL The company secured an order worth ₹3.2 crore from Modern Coach Factory, Raebareli.

-BLUESTARCO The company has appointed Sanjeev Agrawal as its new Group Chief Technology Officer.

-CHOICEIN The company’s arm has received a SEBI license to launch and operate a mutual fund business.

-NMDC In July 2025, iron ore production rose 42.39% YoY to 3.09 MT. Total sales increased 13% to 3.46 MT over the same period.

-JKLAKSHMI The company is expanding its Surat grinding unit capacity from 1.35 MT to 2.7 MT with a project cost of ₹225 crore. It is also setting up a railway siding at its Dug Cement Plant for ₹325 crore and expanding clinker capacity. Additionally, it will acquire a 26% stake in Opera Vayu (Narmada) for ₹4 crore.

-HDFCBANK ADR holders will receive a bonus issue in a 1:1 ratio.

-PIDILITIND The board will meet on August 6 to consider a special interim dividend and a bonus share issue.

-HARSHA The company has entered into an agreement with a leading multinational company to supply journal bearings valued at ₹117 crore.

-MARUTI The company's total production in July rose 0.8% YoY to 1.87 lakh units, while total passenger vehicle production increased 0.2% to 1.83 lakh units.

-RITES The company has entered into an agreement with iSky Transport Systems to explore urban mobility solutions.

-RAILTEL The company has been awarded an order worth ₹166 crore from BSNL.

-MUTHOOTCAP The company completed a securitization transaction, raising ₹136 crore by assigning two-wheeler loan receivables worth ₹144 crore.

-HEROMOTOCO The company reported that its total two-wheeler sales in July rose 21.5%
YoY to 4.49 lakh units, beating NDTV Profit's estimate of 4.46 lakh units. Domestic sales grew 18.7% YoY to 4.12 lakh units, while exports surged 64.3% YoY to 37,358 units.

-COMFINTE The company has initiated arbitration proceedings to resolve a dispute with Orient Electric.

-TITAGARH The company has secured a ₹1,598.55 crore rolling stock order for Mumbai Metro Line 6, acting as a specialized subcontractor.

-JSWINFRA The company has incorporated a new subsidiary named JSW Kolkata Container Terminal.

-UNITDSPR The company has received a ₹179 crore tax demand from the Bengaluru tax authorities.

-MANAPPURAM The board will meet on August 6 to consider raising up to $2 billion via senior secured notes.

-JSWENERGY Commissioned the first 80 MW unit of its 240 MW Kutehr Hydro Plant. With this, its installed hydro capacity stands at 1,471 MW; renewables now make up 56% of the total portfolio.

-CIPLA The company clarified it has not received any communication from the US government regarding price reductions.

Quick Takeaways
-India dismisses claims of govt reviewing US goods exempted from tariffs

-Car sales inch up in July after two-month slump; industry pins hopes on festive cheer

-Indian semiconductor market may grow over two-fold to Rs 9.6 lakh crore by 2030

-Govt notifies new vegetable oil regulation order to enhance transparency, oversight

-India to launch climate finance taxonomy this month to channel green capital

-OPEC Agrees Big Output Hike to Finish Unwinding Round of Cuts

01/08/2025

Univest Official:
Morning Update 01-08-2025:

NIFTY:
Nifty began the session with a sharp gap-down and traded sideways early on. It then rallied through the day, turning positive, but gave up gains in the latter half to end slightly lower. View is buy on dips with small risk near mentioned support levels.

BANK NIFTY:
Bank Nifty opened weak and dipped further before a strong rebound took it into the green. After consolidating for a while, it faced renewed selling pressure in the second half and closed in the red. View is buy on dips with small risk near mentioned support levels.

Nifty 50

Support Level : 24500
Resistance Level : 25000

Bank Nifty

Support Level : 55500
Resistance Level : 56500

Result corner
Maruti Suzuki
• Revenue: ₹38,605 vs ₹35,779 – Steady growth
• Gross Profit: ₹3,067 vs ₹3,775 – Noticeable drop
• Net Profit: ₹3,757 vs ₹3,702 – Flat improvement

Vedanta
• Revenue: ₹37,824 vs ₹35,764 – Mild growth
• Gross Profit: ₹7,094 vs ₹7,214 – Slight decline
• Net Profit: ₹4,457 vs ₹5,095 – Moderate decline

Sun Pharma
• Revenue: ₹13,851 vs ₹12,653 – Solid growth
• Gross Profit: ₹3,601 vs ₹2,952 – Strong improvement
• Net Profit: ₹2,303 vs ₹2,871 – Decline

HUL
• Revenue: ₹16,514 vs ₹15,707 – Healthy growth
• Gross Profit: ₹3,357 vs ₹3,415 – Slight decline
• Net Profit: ₹2,769 vs ₹2,614 – Steady rise

JSW Energy
• Revenue: ₹5,143 vs ₹2,879 – Strong jump
• Gross Profit: ₹2,050 vs ₹1,042 – Robust improvement
• Net Profit: ₹833 vs ₹530 – Significant growth

Chambal Fertilisers
• Revenue: ₹5,698 vs ₹4,933 – Solid increase
• Gross Profit: ₹677 vs ₹670 – Flat growth
• Net Profit: ₹513 vs ₹413 – Strong improvement

Dr Lal PathLabs
• Revenue: ₹670 vs ₹602 – Moderate rise
• Gross Profit: ₹158 vs ₹135 – Healthy improvement
• Net Profit: ₹134 vs ₹108 – Steady growth

Radico Khaitan
• Revenue: ₹1,506 vs ₹1,137 – Strong growth
• Gross Profit: ₹196 vs ₹116 – Sharp jump
• Net Profit: ₹130 vs ₹76 – Strong rise

Chalet Hotels
• Revenue: ₹895 vs ₹361 – Exceptional growth
• Gross Profit: ₹303 vs ₹101 – Strong jump
• Net Profit: ₹203 vs ₹61 – Massive rise

PB Fintech
• Revenue: ₹40 vs ₹30 – Decent growth
• Gross Profit: ₹-48 vs ₹-54 – Loss narrowed
• Net Profit: ₹7 vs ₹10 – Decline

Aarti Industries
• Revenue: ₹1,675 vs ₹1,855 – Noticeable decline
• Gross Profit: ₹98 vs ₹203 – Significant fall
• Net Profit: ₹43 vs ₹137 – Sharp drop

Stocks in news
-GMRAIRPORT finalises terms for largest bond issue worth ₹6,000 crore

-WAAREEENER Company begins operations at solar module plant in Gujarat

-DOMS The company’s board has approved the acquisition of an additional 13.0% stake in its subsidiary, Pioneer Stationery Pvt. Ltd

-GUJGASLTD The company and Waaree Energy have partnered to develop sustainable energy solutions and reduce carbon footprints

-NCC The company received two orders worth ₹792 crore in July. Of this, ₹461.39 crore pertains to the Buildings Division and ₹330.15 crore pertains to the Electrical Division

-NUVAMA The company confirmed the Income Tax Department is conducting a survey at their premises. They stated they are fully cooperating and operations remain uninterrupted

-PNB Cut its MCLR (Marginal Cost of Funds based Lending Rate) by 5 basis points for all loan tenures up to 3 years.

-INDIANB Cut its Treasury Bills Linked Lending Rate (TBLR) by 5 bps to 5.35% for loans up to 3 months but raised it by 5 bps to 5.55% for 6-month to 3-year loans.

-PNBHOUSING CEO Girish Kousgi has resigned, effective October 28.

-NBCC Entered into an agreement with Madhya Pradesh Gramin Bank to develop a modern institutional campus in Indore (₹45.3 crore). Also signed an accord with the Department of Post for land parcel development across India.

-GODREJPROP Entered Vadodara market by acquiring 34 acres of land for plotted development, with ~0.9 lakh sq. ft. of saleable area.

-NESTLEIND Chairman & MD Suresh Narayanan will retire effective July 31, 2025.

-MUTHOOTMF Allotted commercial paper worth ₹45 crore on July 31, 2025.

-TATASTEEL Its arm is acquiring a 40% equity stake in JV TSN Wires Company Ltd. from Nichia Steel Works Ltd. for ₹270 crore.

-MANKIND Approved acquisition of Branded Generic Business (Women Health Rx Portfolio) from Bharat Serums and Vaccines Ltd. via slump sale.

-DODLA Completed 100% acquisition of HR Food Processing for ₹5.2 crore.

-ENDURANCE Its arms in Italy, Endurance Engineering S.r.l. and Endurance S.p.A., will merge with Endurance Castings S.p.A.

-EQUITASBNK Allotted 50,000 Non-Convertible Debentures worth ₹500 crore via private placement.

-INDUSINDBK Jyoti Prasad Ratho, Head of Internal Audit, is no longer a Senior Management Personnel due to superannuation.

-BANKINDIA Will cut its one-year MCLR by 10 bps to 8.9%, effective tomorrow.

-PAISALO Board to meet on August 5 to consider raising funds via private placement.

-MAHSCOOTER CEO Sanjay Uttekar has resigned as a ceo of the company

-MEDPLUS Its health arm received two suspension orders for a drug license for a store in Telangana

Quick Takeaways
-Cabinet raises PMKSY outlay to ₹6,520 cr to boost food processing

-India-UK FTA seen as buffer against US trade headwinds: Economist

-India’s armed forces target full ammunition self-reliance by 2025-end

-RBI unlikely to revive daily fixed-rate lending despite market demand

-India, Brazil hold key meet to boost defence ties, military cooperation