Stock Market Live Updates 1 August 2025: Stock to buy today: Mphasis (₹2,787.15)
Date: 31 July 2025
📍 ORDER WIN
HAL: Signs license agreement with GE for LCA MK2 engines; will manufacture in India with technology transfer.
HAL: Also signs export agreement with Safran for ring forgings for LEAP engines.
SIMPLEX CASTINGS: Wins ₹22.37 Cr order from Bhilai Engineering Corporation for industrial castings.
MENON BEARINGS: Secures ₹30 Cr annual US order for biometal bearings; production to begin in August.
📍 ACQUISITION
HUL: Acquires 90.5% stake in USPL (Minimalist brand) for ₹2,706 Cr on April 21, 2025.
DOMS INDUSTRIES: Extends acquisition timeline for 13% stake in Pioneer Stationery to 31 December 2025.
BLUE JET HEALTHCARE: Acquires 102.48 acres in AP for ₹1,000 Cr greenfield facility; Phase 1 to be commissioned by FY28–29.
📍 COLLABORATION
CYIENT: Partners with Zinier to improve field services for asset-intensive sectors using AI and digital engineering.
📍 LEADERSHIP CHANGES
HUL: Priya Nair to assume role of CEO from 1 August 2025.
PNB HOUSING: CEO Girish Kousgi resigns effective 28 October 2025 after 3 years; seen as negative by brokerages.
📍 NEW PROJECTS
WAAREE ENERGIES: Commissions 1.8 GW solar module plant in Gujarat, boosting capacity and solar self-reliance.
MARUTI SUZUKI: Updates MoA to enter subscription mobility, EV charging infra, and fleet management services.
📍 FUNDRAISING
OSEL DEVICES: Raises ₹56 Cr via preferential shares at ₹340; investors include Mukul Agarwal and Hem Securities’ promoters.
PAISALO DIGITAL: To consider fundraising via private placement in board meeting on 5 August 2025.
📍 CLARIFICATION
MTNL: Fails to fund interest payment for Series VIIC bonds due 10 August; may need GoI support due to sovereign guarantee.
📍 Q1 / BUSINESS UPDATE
HUL: Q1 net profit at ₹2,732 Cr vs est ₹2,535 Cr; EBITDA ₹3,558 Cr vs est ₹3,595 Cr; margin at 22.3%.
SAREGAMA: Q1 net profit flat at ₹36.6 Cr; EBITDA up 8% YoY at ₹55.3 Cr; margin at 26.7%.
DCB BANK: Q1 net profit up 20% YoY at ₹157 Cr; NII up 17% YoY at ₹580 Cr.
GILLETTE INDIA: Q1 net profit up 26% YoY at ₹146 Cr; EBITDA up 20% YoY at ₹210 Cr; margin at 29.7%.
TVS MOTOR: Q1 net profit at ₹779 Cr vs est ₹756 Cr; EBITDA ₹1,263 Cr vs est ₹1,238 Cr; margin at 12.53%.
AMBUJA CEMENTS: Q1 net profit at ₹970 Cr vs est ₹796 Cr; EBITDA ₹1,961 Cr vs est ₹1,844 Cr; margin at 19.05%.
SUN PHARMA: Q1 net profit down 19.7% YoY at ₹2,280 Cr; EBITDA up 19.2% at ₹4,301 Cr; margin at 28.5%.
RADICO KHAITAN: Q1 net profit up 73% YoY at ₹130 Cr; EBITDA up 57% at ₹231 Cr; margin at 15.42%.
VEDANTA: Q1 net profit down 12% YoY at ₹3,184 Cr; EBITDA down 0.3% at ₹9,918 Cr; margin at 26.2%.
ADANI ENTERPRISES: Q1 net profit down 49.5% YoY at ₹734 Cr; EBITDA down 10.7% at ₹3,310 Cr; margin at 15.06%.
CHOLAMANDALAM INVESTMENT: Q1 net profit up 21% YoY at ₹1,135 Cr; NII up 23% at ₹3,184 Cr.
MARUTI SUZUKI: Q1 net profit at ₹3,711 Cr vs ₹3,649 Cr YoY; EBITDA down to ₹3,995 Cr; margin at 10.4%.
DABUR INDIA: Q1 net profit at ₹508 Cr vs ₹481 Cr YoY; EBITDA ₹667 Cr; margin at 19.61%.
RESTAURANT BRANDS ASIA: Q1 net loss at ₹11.6 Cr vs ₹26.9 Cr loss YoY; EBITDA ₹68.1 Cr; margin 12.33%.
SWIGGY: Q1 net loss at ₹1,198 Cr vs ₹611 Cr loss YoY; EBITDA loss at ₹954 Cr; margin at -19.22%.
THERMAX: Q1 net profit up 31% YoY at ₹152 Cr; EBITDA up 59.6% at ₹225 Cr; margin at 10.47%.
COAL INDIA: Q1 net profit down 20% YoY at ₹8,743 Cr; EBITDA ₹12,521 Cr; margin at 34.93%.
NEULAND LABS: Q1 net profit down 86% YoY at ₹13.9 Cr; EBITDA down 72% at ₹34.5 Cr; margin at 11.77%.
MANKIND PHARMA: Q1 net profit down 17% YoY at ₹444.6 Cr; EBITDA ₹929.8 Cr; margin at 25.47%.
CHAMBAL FERTILIZERS: Q1 net profit up 23% YoY at ₹549 Cr; EBITDA ₹760 Cr; margin at 13.3%.
JSW ENERGY: Q1 net profit up 56% YoY at ₹835.9 Cr; EBITDA ₹2,792 Cr; margin at 54.23%.
AARTI INDUSTRIES: Q1 net profit down 69% YoY at ₹43 Cr; EBITDA down 30% at ₹213 Cr; margin at 12.7%.
CITY UNION BANK: Q1 net profit up 16% YoY at ₹306 Cr; NII up 15% at ₹625 Cr; Gross NPA improves to 2.99%.
📍 INCORPORATE / CORPORATE STRUCTURE
HUL: Gets NOC from exchanges for ice cream business demerger; NCLT meeting on 12 August; completion by Q4 FY26.
VEDANTA: Drops capital restructuring plan; boosts Gamsberg Phase II capacity and ESG-aligned zinc output.
MARUTI SUZUKI: Amends MoA to enable new business lines like leasing, fleet, and EV infra.
📍 IT NEWS
INFOSYS: CEO confirms hiring 20,000 college graduates this year.
📍 CLARIFICATION
HITACHI ENERGY: Confirms strong order book, no export concern from US tariffs, and no execution delays.
📍 LAUNCHES
RMC SWITCHGEARS: Launches “Pulse Box” smart LT distribution automation system; targets urban grid safety.
📍 ADDITIONS
CANTABIL RETAIL: Opens 7 new showrooms in July 2025; total count at 614.
CITY UNION BANK: Opens new branch in Maharashtra.
📍 OTHERS
SWIGGY: Minority stake in Rapido has appreciated; evaluating further investment.
JUBILANT INGREVIA: Strong commentary on CDMO; expects big delivery in early 2026.
JSW STEEL: SC says Bhushan Power case needs reconsideration; positive for JSW.
