As markets open today, several stocks are under the spotlight due to quarterly earnings, sectoral trends, government policy changes, and strategic developments. Here's a look at the top stocks to watch on July 29, 2025:
๐ IndusInd Bank
- Q1 FY26 profit fell 72% YoY, despite a recovery from losses in the previous quarter.
- Asset quality has deteriorated, raising red flags for investors.
- Market is watching for management commentary on turnaround strategies.
โ๏ธ Waaree Energies
- Gains focus amid Indiaโs aggressive renewable energy push.
- Recent expansion in solar panel manufacturing capacity positions the company for future growth.
- Watch for updates on policy support or fresh government tenders.
๐ฑ NTPC Green Energy
- Delivered a 59% YoY increase in Q1 FY26 net profit.
- Strong performance boosts confidence in NTPCโs renewables strategy.
- Any new project announcements will be closely followed by investors.
๐๏ธ KEC International
- Recent order wins and project execution milestones boost sentiment.
- Government infrastructure projects and policy changes could drive upside.
- Execution updates will be key to tracking the companyโs growth.
๐ Torrent Pharma
- Focus remains on regulatory updates and new drug approvals.
- Q1 earnings and R&D pipeline developments could influence the stock.
- Pharma sector remains sensitive to global and domestic policy changes.
๐ฃ๏ธ PNC Infratech
- Strong order book and execution pace are vital indicators of growth.
- Governmentโs focus on highway development adds a tailwind.
- Any update on project awards or timelines could move the stock.
๐ RPSG Ventures
- Investors are tracking diversified business performance in energy, tech, and retail.
- Watch for new strategic partnerships or capital infusions.
๐งญ Monarch Surveyors
- A smaller-cap player, sensitive to contract wins and industry trends.
- Key developments in surveying and mapping technologies may impact valuation.
๐พ Paradeep Phosphates
- Fertilizer sector in focus due to monsoon dependency and government subsidy plans.
- Operational performance and policy-linked incentives will guide stock movement.
โ Mazagon Dock Shipbuilders
- Major player in Indiaโs defense shipbuilding space.
- Governmentโs โMake in Indiaโ in defense initiatives support long-term outlook.
- Investors await updates on Navy project execution and new contracts.
๐ Market Summary
These companies reflect critical themes in today's market:
- Earnings volatility (IndusInd Bank)
- Clean energy boom (Waaree Energies, NTPC Green)
- Infrastructure and defense spending (KEC, PNC, Mazagon Dock)
- Pharma & agri-developments (Torrent Pharma, Paradeep Phosphates)
Traders and investors will closely watch for updates on earnings, policy decisions, and sectoral momentum throughout the week.
