Sentiment Analysts for Stocks in Focus -update for July 30

Infrastructure & Real Estate
Positive
Cyient: Incorporates Cyient Semiconductors in Singapore

TARC: Received registration for TARC Trigun luxury residential project in Delhi

J. Kumar Infraprojects: Q1FY25 Net Profit ₹103.44Cr vs ₹86.88Cr, Revenue up YoY

Neutral
L&T: Q1FY25 Net Profit ₹3,617Cr vs ₹2,786Cr, Revenue ₹63,678Cr vs ₹55,119Cr

GPT Infraprojects: Ex-date for ₹1.0/Sh dividend

– Financial Services / NBFCs
Positive
Muthoot Microfin: Commences operations in Assam (Northeast India)

Piramal Enterprises: Q1 Net Profit ₹276Cr vs ₹181Cr, Revenue up YoY

Northern ARC Capital: Q1 Net Profit ₹103Cr vs ₹81.5Cr, Revenue up YoY

Neutral
Bank of India: Net Profit ₹2,252Cr vs ₹1,702Cr, NII declined

Master Trust: Net Profit ₹27.11Cr vs ₹34.65Cr, Revenue down YoY

– IT & Tech
Positive
Intellect Design Arena: Launches Emach.ai platform for banks in South Africa

HCL Technologies: Partners with Pearson to co-develop AI-powered products

– Oil, Gas & Energy
Positive
GAIL: JV agreement with Rajasthan Rajya Vidyut Utpadan Nigam

IOC: Authorized to develop CGD in Andaman & Nicobar

Neutral
NTPC: Net Profit ₹4,774Cr vs poll ₹4,912Cr; Revenue below estimate

BPCL: Ex-date for ₹5.0/Sh dividend

– Chemicals & Fertilizers
Positive
Fermenta Biotech: Gets European suitability certificate for VITADEE 100 SD

MRC Agrotech: Unit produced 447MT of high-quality wheat seeds

Neutral
Polychem: Approves subsidiary property sale for ₹29Cr

Chembond, BASF India, NOCIL, IG Petrochemicals: Ex-dates for dividends

– Cement & Construction Materials
Positive
Heidelberg Cement: Net Profit ₹48.2Cr vs ₹39.9Cr, Revenue up

Neutral
ITD Cementation: Ex-date for ₹2.0/Sh dividend

– Industrials & Engineering
Positive
GE Vernova: Net Profit ₹291Cr vs ₹134Cr, Revenue up YoY

Foseco India: Net Profit ₹21.5Cr vs ₹18.5Cr

Premier Explosives: ICRA reaffirms rating and removes watch

Neutral
Kirloskar Oil, KPT Industries, MM Forgings: Ex-dates for dividends

-Consumer Durables / FMCG
Positive
ASK Automotive: Net Profit ₹66.07Cr vs ₹56.83Cr, Revenue up

Asian Paints: Maintains 18–20% margin guidance

Neutral
Nilkamal: Net Profit and revenue up YoY

TTK Prestige, United Breweries, V-Guard Industries: Dividend ex-dates

Asian Paints (Polymers): Amalgamation approved

Nestle India: Sets record date for 1:1 bonus on Aug 8

– Textiles, Apparel, Lifestyle
Neutral
Cheviot Company: Ex-date for ₹5.0/Sh dividend

– Metals & Mining
Positive
JSW Steel: SC to hear review petition on resolution plan

Gallantt Ispat: Net Profit ₹174Cr vs ₹122Cr

– Media
Positive
Jagran Prakashan: Net Profit ₹66.76Cr vs ₹41.03Cr

Neutral
Zee Media: Net loss narrows YoY

– Jewellery & Gems
Positive
Radhika Jeweltech: Net Profit ₹18.21Cr vs ₹13.09Cr

International Gemological Institute: Net Profit ₹126.53Cr vs ₹77.84Cr

– Healthcare & Pharma
Neutral
Star Health: Net Profit down YoY

IND-Swift: Amalgamation approved

JB Chemicals: Ex-date for ₹7.0/Sh dividend

– Agro & Rural
Neutral
Godrej Agrovet: Ex-date for ₹11.0/Sh dividend

– Auto & Ancillaries
Neutral
Balkrishna Industries: Ex-date for ₹4.0/Sh dividend

JK Tyre: Ex-date for ₹3.0/Sh dividend

-Alcoholic Beverages
Positive
Allied Blenders: Net Profit ₹56.6Cr vs ₹11.2Cr, Revenue up YoY

– Logistics & Transport
Neutral
VRL Logistics: Ex-date for ₹10.0/Sh dividend

– Others / Mixed
Neutral
Sterlite Tech, Vimta Labs: Moved to ASM Framework

Cravatex, Hawkins Cookers, Permanent Magnets, EIH Ltd: Ex-dates for dividends