WEEKLY TRENDSETTER (JULY 25,2025)
| 2025 | JULY 11 | JULY 18 | Ch % |
| NIFTY | 25149 | 24968 | -0.72 |
| BANK NIFTY | 56755 | 56283 | -0.83 |
| USD/INR | 85.83 | 86.15 | 0.37 |
MARKET REVIEW-The market looked weak for most part of the week as IT followed by banking spoilt sentiments and dragged down the indices. Even bonus proposal by HDFC Bank failed to bring cheer. The beginning of the next week will see response to the Reliance results followed by banking majors HDFC Bank and ICICI Bank over the weekend.
INTERESTING CUES
BACK TO RESULT SEASON
June quarter results are trickling in. Let’s explore some of them to get cues of where the stocks could be heading.
Rs in cr, Bracket indicates ch in % against June,24 quarter.
| Company | Revenue | Net profit |
| Rallis India | 957(+22) | 95(+97) |
| Warree Renew | 603(+155) | 86(+207) |
| Oriental Hotels | 108(+31) | 9(+350) |
| Aarti Drugs | 591(+6) | 54(+63) |
Rallis India (361)-The company which is a subsidiary of Tata Chem came out with strong set of numbers. The company boasts of a robust product portfolio offering comprehensive crop care solutions, including formulations for crop protection and nutrition. It manufactures and markets a range of agri-inputs, which include pesticides, fungicides, insecticides, seeds, and plant growth nutrients. The company is planning some cost cutting measures and expects margins to improve by 500 basis points in the next 5 years. The last 5 years has seen a lack lustre performance from the company with stagnating revenue and falling margins. At current levels the stock looks well priced.
Warree Renewable (1186)– The company is a subsidiary company of Waaree Group and spearheading the Solar EPC business. It provides clean energy to clients by setting up both on-site solar projects (rooftop and ground-mounted) and off-site solar farms (open-access solar plants). The company has seen a remarkable growth in the last 5 years with revenue and profits growing at a frenetic pace. The June quarter saw another strong set of numbers with EPS at 8.3 for the quarter. Being one of the early entrants in the industry the group has carved a niche for itself and prospects look bright. After touching a dizzy level of 3037 last year the stock corrected to 732 before staging a revival. At current levels the stock looks well priced.
Oriental Hotels (157)– The hospitality business of OHL was established under the technical and operational support of Indian Hotels Company Ltd (IHCL), the hospitality wing of the Tata Group. IHCL owns and operates hotels under “Taj” brand in India and abroad. OHL’s hotels are marketed as part of the Taj Group of Hotels. Over a period of time, OHL has seen steady growth and has expanded its operations significantly. Presently it has seven hotels mostly in southern states and predominantly in Tamil Nadu. The June quarter is seasonally a lean period but it has managed to post decent results which is largely due to hardening room tariffs. The stock price looks well priced but, on any correction, looks a decent bet.
Aarti Drugs (522) -The company has a strong product profile comprising API, speciality chemicals, pharma intermediates, etc. The last 5 years has been lean for the industry but there are signs of revival. The June quarter also suggests revival of fortunes for the company. It belongs to a strong group which has been growing from strength to strength over the years.With expected EPS of Rs 20-25 the stock has shown buying at lower levels.
NIFTY –The index broke below 25000 towards close of week which pushes it into a fresh zone of weakness. A close above 25300 could signal an upside for now while lower levels of 24700-800 could be revisited in the weeks to come.
BANK NIFTY-The index continued to shed gains and has entered into a short-term downtrend which could see support emerging at around 55500 levels. Levels of 57300 and above could see selling pressure emerging again.
STOCK PICKS
Bliss GVS (161.4)-The stock has been showing a steady rising trend in the past few months and consolidated in the 140-50 levels. Accumulation could be considered for a possible target of 185-90 in the coming weeks.
SDL (160)-The stock has been a strong out-performer in the last few months. After some consolidation in the past few months, it looks set to break past its previous high of 173.Buying could be considered for a possible target of 190 in the coming weeks.
Wishing all readers a great week ahead!
Note: Any queries /clarifications may be addressed to stockmasala@gmail.com .
Krish Subramanyam