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Market Overview (7 July 2025)
📊 Market Overview (7 July 2025)
Sensex and Nifty remained subdued, hovering around 83,400 and 25,450 respectively, as investors awaited clarity on the upcoming U.S. tariff decision due on 9 July. Broader markets are showing moderation, while select sectors like FMCG, financials, and oil & gas demonstrate pockets of strength.
🔝 Top 5 Stocks – Company News
1. BPCL (Bharat Petroleum Corporation Ltd)
- Over the past month, its share price has gained ~11.8%, though it’s down ~0.6% today. It’s currently more volatile than the market (beta ~1.54) and trading volume is nearly double the 7-day average.
- It declared a final dividend of ₹5 per share for FY25. Q4 profit fell ~8% YoY to ₹4,392 cr, beating expectations marginally.
2. Bosch India
- Shares surged ~3.5% over the week despite facing a ₹96 crore customs duty demand, signaling investor confidence.
- The stock has rallied for three consecutive sessions, up ~6%, pushing its market cap past ₹1 trillion.
- Also announced the resignation of its General Counsel, effective 31 August.
3. Godrej Consumer Products
- Revenue for Q1 is expected to grow in double digits. Shares jumped ~5–6% on a strong business update.
- Sequential recovery seen in home care and fabric care segments, though input cost inflation remains a watch point.
4. Hindustan Unilever (HUL)
- Gained ~1–2% recently, outperforming peers. Declared a final dividend of ₹24 per share, with payouts effective from 23 June.
- Chairman Nitin Paranjpe spoke about rising global protectionism and the need for agile responses at the recent AGM (hul.co.in).
5. Bajaj Finance
- Q1 FY26 update: AUM rose ~25% YoY to ₹4.41 lakh crore, loans up ~23%, deposits up ~15% to ₹72,100 crore.
- Shares rallied ~3% post-update; today trading around ₹925 (near all-time highs), though technicals slipped below short‑term moving averages.
- Jefferies maintains Buy rating with TP of ₹1,044. Notably, it has announced a 1:2 stock split and 4:1 bonus share issue earlier in June.
🧭 Summary Table
| Stock | Key Development |
| BPCL | Strong monthly gains, high volatility, ₹5 dividend, Q4 profit dip but above expected |
| Bosch India | 🤝 Customs duty risk, yet shares jumped ~3.5%; three consecutive sessions of gains |
| Godrej Consumer | Double-digit Q1 growth, strong segment recovery; shares up ~5–6% |
| HUL | Dividend ₹24; resilience amid global protectionism; share gains outperform peers |
| Bajaj Finance | AUM up ~25%, earnings beat, shares up post results; backed by strong ratings |
📌 Final Thoughts
- BPCL: A strong monthly performer; watchers should track crude prices and policy news.
- Bosch: Investor optimism remains despite regulatory costs; momentum sustained by technical strength.
- Godrej Consumer: Momentum underpinned by solid Q1 guidance and segment-wise stability.
- HUL: Dividend payout and resilient performance amidst global trade tensions provide confidence.
- Bajaj Finance: Robust fundamentals, strong Q1 performance, and share structure enhancements suggest continued investor backing.
