Equity Markets & Sector News Update -6 Aug, 2025

Markets & Macro
• Equities set for a subdued open, with Gift Nifty futures down ~0.2% amid renewed U.S. tariff threats over India’s crude imports from Russia; Sensex at ~80,710 and Nifty at 24,649 
• FPIs have sold equities for 12 consecutive sessions, with DIIs net sellers too; markets await RBI commentary for growth support amid elevated uncertainty 
• Rupee pressure persists, trading around ₹87.55–₹87.89/$, helping cushion 25% U.S. export tariffs that took effect August 1 

Monetary Policy & Policy Response
• RBI MPC decision due today at 10:00 AM IST—repo and other policy rates widely expected to be maintained at 5.50%, reverse repo 3.35%, CRR at 4% 
• Central bank guidance expected to focus on offsetting external risks while assuring sufficient liquidity for growth 
• Government deliberates fresh growth measures—including easier business frameworks and investment incentives—to shield the economy from tariff driven shocks  Services & IT
• Services PMI reaches 60.5 in July, marking an 11-month high, driven by strong global demand and new order intake 
• Private equity focus intensifies on financial services and IT sectors—the most attractive domestically for M&A and growth opportunities in 2025 

Industrial & Auto
• Exide Industries posts stronger-than-expected Q1 profit, PAT at ₹3.2 billion (+14.6% YoY) driven by demand uptick 
• Bajaj Auto faces supply constraints due to rare-earth magnet export restrictions from China; may result in zero EV production in August 

Key Themes to Watch
• U.S.-India trade tensions triggering broader financial caution
• Markets hingeing on RBI’s cues for economic resilience
• Export oriented sectors benefiting from rupee depreciation
• Continued strength in services and industrial indicators
• Strategic corporate moves and analyst coverage influencing stock flows

Corporate & Stocks to Watch

• Top stock calls: Analysts recommend GRSE, Redington, and Raymond Realty as top buy picks today 
• Jefferies upgrades IndusInd Bank to “Buy”, citing new CEO Rajiv Anand and potential turnaround in fee income and asset quality 
• Key stocks spotlighted today include Bharti Airtel, NSDL, Adani Ports, Britannia, and Lupin 

Fharmaceuticals & Healthcare

Gland Pharma
• Revenue: ₹1,505.60 cr ⬆️ 7.4% YoY
• EBITDA: ₹367.60 cr ⬆️ 39%
• Margin: 24.4% (vs 18.9%) ⬆️
• Net Profit: ₹215.40 cr ⬆️ 50%

Real Estate

Raymond Realty
• Revenue: ₹374.35 cr (vs ₹129.68 cr) ⬆️ ~189%
• EBITDA: ₹23.68 cr ⬆️ 35%
• Margin: 6.3% (vs 13.5%) 📉
• Net Profit: ₹16.50 cr ⬆️ 122%

Telecom

Bharti Airtel
• Revenue (QoQ): ₹49,462.00 cr ⬆️ 3.3%
• EBITDA: ₹27,838.10 cr ⬆️ 3%
• Margin: 56.3% (vs 56.4%) 🔁
• Net Profit: ₹5,947.90 cr ⬇️ 52%

Bharti Hexacom
• Revenue (QoQ): ₹2,263.00 cr ⬇️ 1.1%
• EBITDA: ₹1,161.00 cr ⬇️ 1%
• Margin: 51.3% (vs 51.0%) 🔁
• Net Profit: ₹391.60 cr ⬇️ 16%

Energy & Utilities

Torrent Power
• Revenue: ₹7,906.37 cr ⬇️ 12.5% YoY
• EBITDA: ₹1,483.06 cr ⬇️ 20%
• Margin: 18.8% (vs 20.6%) 📉
• Net Profit: ₹731.44 cr ⬇️ 25%

Adani Energy
• Incorporated new unit: Adani Electricity Vasai-Virar

Technology & Innovation

ITI Ltd
• Launched India’s first AI-powered road safety pilot in Uttar Pradesh

Adani Enterprises
• Incorporated Adani Cybersecurity Services Ltd, expanding into cyber-tech domain

Consumer & FMCG
Britannia Industries
• Revenue: ₹4,622.22 cr ⬆️ 8.8% YoY
• EBITDA: ₹757.05 cr 🔁 flat
• Margin: 16.4% (vs 17.7%) 📉
• Net Profit: ₹520.72 cr ⬆️ 3%

Sheela Foam
• Revenue: ₹821.41 cr ⬆️ 1.4%
• EBITDA: ₹75.45 cr ⬆️ 26%
• Margin: 9.2% (vs 7.4%) ⬆️
• Net Profit: ₹7.43 cr ⬇️ 84%

CCL Products (India)
• Revenue: ₹1,055.63 cr ⬆️ 36.5%
• EBITDA: ₹159.03 cr ⬆️ 22%
• Margin: 15.1% (vs 16.8%) 📉
• Net Profit: ₹72.44 cr ⬆️ 1%

Electronics & Manufacturing

Centum Electronics
• Revenue: ₹273.40 cr ⬆️ 11.4%
• EBITDA: ₹22.70 cr ⬆️ 46%
• Margin: 8.3% (vs 6.3%) ⬆️
• Net Profit: ₹4.50 cr (vs ₹–3.80 cr loss)
– Profit turnaround

Jewellery & Retail

Motisons Jewellers
• Confirmed no deviation in use of funds from its preferential issue as per declared objectives

Defense & Engineering

Astra Microwave Products
• Received ₹135 cr order from DRDO to upgrade radar systems
• Project delivery deadline: 18 months

Transport & Government Contracts

RailTel Corporation of India
• Received ₹18.57 cr work order from Airports Authority of India for telecom/MPLS infrastructure