Sector-wise news update for July 5–7, 2025

Market & Economy Indicators
• Commodities:
o Crude Oil: $67.66
o Gold: ₹60,010/10g
o Silver: ₹73,700/kg
o Sensex: 85.48
o Nifty: 100.52

Sector Returns & Trends
• Top-performing sectors: Banking leads in 2025, while strong FII flows, monsoon progress, and Q1 results bolster discretionary, infra, and textiles

Capital Markets & Economy
• IPO resurgence: July set for ~$2.4 billion in new IPOs, led by Credila, NSDL, LG India, etc.

• Market strategy: Analysts suggest dip-buying in BFSI, metals, capital goods, pharma, and consumption, supported by FII flows and a possible U.S.–India trade deal

Mid-week market recap: Vaishali Parekh resumes bullish tone after pull-back, recommending stocks like Salasar Techno, Welspun Living, and Infosys

Banking & Financial Services

• India bars Jane Street: SEBI has banned U.S. firm Jane Street from trading in India and seized ₹48.4 billion over alleged index manipulation

• Banking hiring trends: ManpowerGroup expects steady hiring in July–Sept, led by IT, energy, and BFSI sectors

• Industry returns: ET Wealth reports pharma led in 2024, while banking is topping in 2025 year to date

• Adani Enterprises: Announced a ₹1,000 crore public issue of secured redeemable NCDs with an effective yield of up to 9.30% p.a. The issue opens on July 9 and closes July 22.
• Dhanlaxmi Bank: Q1 FY26 deposits rose 14.7% YoY to ₹16,570 crore. CASA deposits increased 3.8% YoY to ₹4,675 crore. Gross advances grew 17.3% YoY to ₹12,484 crore, led by a 28.1% rise in gold loans.
• Utkarsh Small Finance Bank: CASA deposits rose 22.1% YoY to ₹4,218 crore; retail term deposits jumped 33.7% YoY to ₹11,675 crore. However, JLG loans fell 23.1% YoY to ₹8,578 crore. Liquidity Coverage Ratio stood at 238%.
• ESAF Small Finance Bank: Total deposits rose 8.7% YoY to ₹22,698 crore. Gross advances declined 3% YoY to ₹18,224 crore. CASA ratio remained flat at 24.8%.
• IDBI Bank: Total deposits increased 7% YoY to ₹2.96 lakh crore. Net advances rose 9% to ₹2.11 lakh crore, pushing total business up 8% to ₹5.08 lakh crore.
• Bank of India: Global deposits up 9.1% YoY to ₹8.3 lakh crore; gross global advances increased 12% to ₹6.7 lakh crore. Domestic deposits and advances grew 9.6% and 11.2% respectively.
• IndusInd Bank: Net advances declined 3.1% QoQ to ₹3.34 lakh crore. Deposits fell 3.3% QoQ and 0.3% YoY to ₹3.97 lakh crore. CASA ratio declined to 31.5%.
• Equitas Small Finance Bank: Gross advances stood at ₹38,034 crore, up 9.1% YoY. Total deposits rose 18.3% YoY to ₹44,379 crore. CASA ratio stable at 29%.

Infrastructure & Construction
• Expressway developments: Progress reported on the 56 km Faridabad–Noida–Ghaziabad expressway and expanding national expressway networks
• PSU in shipbuilding: HD Hyundai will partner with Cochin Shipyard to introduce Korean shipbuilding technology

Defence & Aerospace
• Government procurement: DAC approved ₹1.05 lakh crore for indigenous capital acquisitions—boosting defence stocks like HAL,
Paras Defence
• Space tech expansion: India’s Defence Space Agency approved a ₹26,968 crore budget for 52 AI-enabled surveillance satellites
• Agriculture & Commodities
• Monsoon forecast: IMD projects above-average July rainfall after a surplus June—crucial for farm output
• Soy compliance: India’s non GMO soy sector gearing up for EU’s Sustainable Food labels under EUDR

Auto & EV Components
• Rare-earth supply risk: Reuters warns EV production may be disrupted due to China’s rare-earth export curbs

Consumer Goods & Retail
• Dabur India: Expects low single-digit revenue growth in Q1 FY26 due to a weak beverages segment, impacted by unseasonal rains and a shorter summer. The Home & Personal Care segment is expected to perform well, driven by demand in oral care, home care, and skin care.
• Godrej Consumer Products: Standalone EBITDA margin is expected to fall below the normative range in Q1. However, excluding soaps, strong performance is seen, especially in HomeCare (projected double-digit value growth).
• Senco Gold: Q1 retail revenue rose 24% YoY with same-store sales growth at 19%. Nine new showrooms were added, taking the store count to 179.
• Jubilant FoodWorks: Consolidated revenue rose 17% YoY to ₹2,261 crore. Domino’s India recorded 11.6% like-for-like growth, while Domino’s Turkey saw a 2.2% decline. 73 new stores were added, bringing the total to 3,389.

Healthcare & Diagnostics
• Metropolis Healthcare: Consolidated revenue grew 23% YoY. Specialty revenue rose 15% and TruHealth Wellness by 20%. B2C revenue was up 15%, with specialty diagnostics posting over 35% YoY growth.

Metals & Mining
• Tata Steel: Received a demand notice for ₹1,903 crore from the Jajpur Deputy Director of Mines for shortfall in mineral supply from the Sukinda Chromite block under the mine development agreement.

Key Takeaways for Investors:
• Regulatory crackdown reveals tighter market oversight.
• Strong pipeline for IPOs suggests bullish capital markets.
• Favourable monsoon supports agri, rural, and commodity sectors.
• Defence and infra sectors gain from government spending.
• EV growth could be affected by global supply chain risks.