Sector-wise market news update-July 17, 2025

Market Overview

• Market Indices: Sensex rose ~0.08% to 82,634; Nifty gained ~0.06% to 25,212
• Advance Decline Ratio (NSE): 1,966 advances, 962 declines, 86 unchanged — strong breadth in mid cap/small cap space .
• Sectoral Performance:
o Gainers: Auto, IT, PSU Banks, Media, Realty, FMCG saw 0.5–1.8% uptick
o Laggards: Metals, Pharma, Healthcare underperformed

Technical Outlook
• Nifty Technicals:
• Trading just below 20-day EMA (~25,250); support at 25,000–25,159, resistance around 25,253–25,315
• Bank Nifty & Sensex: Both remain supported by mid-term EMAs; bullish bias continues

Financial Services, Banking , Broking & Wealth Management

• FII/DII Flows: FIIs net-bought ₹120.5 cr; DIIs bought ₹1,555 cr (via your provided data).

• Top Picks & Outlook: Citi sees Tata Power/ITC as buys; Religare bullish on power sector. Agro-tech firm details not relevant.

• Corporate Actions: Six firms (including Coromandel, GHCL, Oriental Hotels, PDS) go ex dividend today; last day to buy shares & qualify

• LIC Update: R Doraiswamy assumed charge as MD & CEO of LIC effective July 14

• Angel One (Q1 FY26):
o Revenue: ₹1,143 Cr (↑8.0% QoQ).
o Net Profit: ₹114 Cr (↓34.5% QoQ).
o Order volumes: Total orders at 34.3 Cr; F&O ↑4.5%, Cash segment flat.
o Wealth AUM: ₹5,070 Cr (↑33.6% QoQ).

• SBI:
o Opened QIP with floor price at ₹811.05/share; may offer up to 5% discount.

• Aditya Birla Real Estate:
o Board to consider fundraise via securities on July 23.

Auto & Auto Ancillaries

• Sector Strength: Auto index outperformed with Hero MotoCorp leading; overall sentiment supported by strong rural demand .

• Stocks to Watch: Hero MotoCorp among top stock picks; Tata Power also featured positively

• Information Technology & Digital Services
• Sector Trend: IT index gained on strong performance from Wipro,

Tech Mahindra, LTI Mindtree
• TCS Partnership: Partnered with MIT Sloan to research AI human collaboration

• Dixon Tech JV: Signed MoU for JV with Chongqing Yuhai for precision components .

• Tech Mahindra (Q1 FY26):
o Revenue: ₹13,351 Cr (Flat QoQ); EBIT up 7% to ₹1,477 Cr.
o Margin: 11.1% vs 10.3% (QoQ).
o Net profit: ₹1,141 Cr (↓2% QoQ).
o Dollar revenue: $1,564 Mn (↑1% QoQ); CC revenue down 1.4% QoQ.
o Attrition: ↑ to 12.6% from 11.8%.

• L&T Technology Services (Q1 FY26):
o Revenue: ₹2,866 Cr (↓3.9% QoQ); EBIT: ₹381 Cr (↓3% QoQ).
o EBIT margin: 13.3%.
o PAT: ₹316 Cr (↑1% QoQ).
o Maintains medium-term $2B revenue outlook.

• Infosys:
o Launched Enterprise Innovation Lab for SAP solutions in Germany, in collaboration with SAP to enhance AI and data adoption.

• LTIMindtree:
• Dissolved its step-down subsidiary Syncordis to streamline structure

Engineering, Industrials & Infra
• JTL Industries (Q1 FY26):
o Revenue: ₹544 Cr (↑5.5% YoY).
o EBITDA: ₹23.4 Cr (↓41.5% YoY); Margin: 4.3%.
o Net Profit: ₹16.3 Cr (↓46.8% YoY).

• Godawari Power & Ispat:
o Received government nod to set up 2 MTPA integrated steel plant in Raipur, Chhattisgarh.

• JSW Energy:
o Supreme Court overruled High Court’s 18% electricity cap, limiting free power to Himachal Pradesh at 13%.

Real Estate & Infra
• Sector Momentum: Realty index also gained ~0.5–1.8% in today’s trade

Metals & Basic Materials
• Underperformance: Metal index declined as investors rotated toward other sectors

Pharma, Chemicals & Healthcare
• Pharma Pain Points: Healthcare & Pharma indexes lagged, impacted by tariff concerns in US .
• Regulatory Watch: Ongoing concerns over pharma tariffs from the U.S.

• Lupin:
o Launched Loteprednol Etabonate Ophthalmic Suspension (0.5%) in US.
o Market size: $55 Mn annually.

• Glenmark Pharma:
o Oncology molecule ISB 2301 to enter clinical phase by 2027.
o Two new discovery programs underway.
o Strategic R&D spend to remain ~$70 Mn annually.

Neogen Chemicals:
o Received ₹30 Cr more in insurance for fire loss.
o Total insurance payout till date: ₹80 Cr.

Auto & Auto Ancillaries
• Maruti Suzuki:
o Announced standardization of 6 airbags in Ertiga and Baleno.
o Average price hike: 1.4% (Ertiga), 0.5% (Baleno), effective immediately.
Equity Capital Market & Fundraising

• Reliance Power:
o Approved capital raise up to ₹9,000 Cr (₹6,000 Cr equity, ₹3,000 Cr NCDs).

Final Take
Markets are staging a consolidative rebound following easing retail inflation and upbeat sectoral cues. Auto, IT, banking, media, FMCG, and realty led the charge, while healthcare and metals lagged. Positive brokerage calls on Tata Power, Hero MotoCorp, TCS, LIC, and select insurers suggest investor focal points as Q1 earnings hit. Modi-era policy support also underpins market sentiment.