By Angeeras Securities | Your Partner in Strategic Wealth Creation
On Tuesday, July 1, 2025, Indian equity markets ended largely unchanged, with benchmark indices managing to close in the green despite weakness in financial stocks. The Nifty 50 rose modestly by 24.75 points or 0.10%, settling at 25,541.80, while the Sensex gained 90.83 points, ending at 83,697.29. Volumes remained below average across key indices, and the market exhibited a range-bound trend, with investor sentiment cautious ahead of major global cues.
The India VIX declined by 2.5% to 12.53, indicating continued low volatility and risk appetite among investors.
🔍 Sectoral Trends & Stock Highlights
Out of the eleven major sectoral indices, only four closed in positive territory, underscoring a lack of broad participation:
Nifty PSU Bank led gains with a 0.71% rise, driven by momentum in Indian Overseas Bank and SBI. Nifty Media was the biggest laggard, falling 1.31% on profit booking.
The broader markets presented a neutral picture:
Nifty Midcap 100 rose 0.04% Nifty Smallcap 100 slipped 0.07%
Key stock-specific movements included:
NCC Ltd rose 3% after securing new orders worth ₹1,691.5 crore.
Kalpataru Projects gained 5% on overseas power transmission contracts worth ₹989 crore.
Apollo Hospitals advanced 4% after the board approved restructuring and a proposed listing of its digital health and pharmacy units.
BEL rose 2% on ₹528 crore in defence and EVM system orders.
IREDA moved up 3% on a strong Q1 update with a 31% YoY rise in disbursements.
In the Nifty 50, top positive contributors included:
Reliance Industries (+26.94 points)
HDFC Bank (+13.06 points)
Kotak Mahindra Bank (+8.29 points)
On the negative side:
ICICI Bank (-26.96 points)
Axis Bank (-19.22 points)
TCS (-9.40 points)
📊 Market Breadth & Internals (NSE)
1,491 stocks advanced
1,452 stocks declined
77 stocks remained unchanged
96 stocks hit 52-week highs
24 stocks touched 52-week lows
119 stocks locked in upper circuits
43 stocks in lower circuits
Market breadth was evenly split, indicating indecisiveness among participants ahead of key macroeconomic events.
🚗 Auto Sales Snapshot – June 2025
June’s monthly auto sales data was mixed across segments, with strong performances from Eicher, M&M, and TVS:
Eicher Motors: 89,540 units (up 22% YoY)
Mahindra & Mahindra: PVs up 18%,
Tractors up 13% TVS Motors: 4.02 lakh units (up 20% YoY)
Bajaj Auto: 2.98 lakh units (down 2% YoY)
Tata Motors: 65,019 units (down 12% YoY)
A robust rise in volume for key names like M&M and TVS bodes well for investor confidence in the Auto sector ahead of Q1 earnings.
💰 GST Collection – A Strong Signal for Fiscal Health
India’s GST collection for June stood at ₹1.85 lakh crore, up 6.2% YoY, pointing to sustained consumption and business activity. While lower than the April high of ₹2.37 lakh crore, the steady figure is expected to have a positive impact on fiscal outlook and could reinforce market sentiment going forward.
🌐 Global Economic Calendar: July 2–5, 2025
United States
Tuesday: Manufacturing PMI, JOLTS Job Openings Thursday: Non-Farm Payrolls, Private Payrolls, Factory Orders, Durable Goods Orders, Unemployment Rate Friday: Composite PMI, Services PMI
Europe
Tuesday: Manufacturing PMIs for France, Germany, UK Thursday: Composite and Services PMIs Friday: France Manufacturing & Industrial Production, UK Construction PMI
China
Tuesday: Caixin Manufacturing PMI Wednesday: Caixin Services and Composite PMIs
Japan
Tuesday: Manufacturing PMI, Consumer Confidence Thursday: Composite PMI, Services PMI Friday: Household Spending
India
Tuesday: Manufacturing PMI Wednesday: Services & Composite PMI Friday: Foreign Exchange Reserves
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Angeeras Securities 