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Indian stock markets ended last Friday, on 11th July 2025, on a weaker note, slipping over half a percent amid subdued global cues and profit-booking after recent rallies. With investors showing signs of caution, attention now turns to stocks to consider investing in July 2025, particularly those that might witness movement in today’s session.
As the Q1 earnings season gains momentum, several companies are poised to announce their financial results, which could impact market sentiment. Notably, HCL Technologies, Tata Technologies, and Ola Electric are among the major names expected to release their Q1 FY2025 earnings today.
Investors will be closely analyzing these earnings reports to assess growth trends, margin performance, and business outlooks amid evolving global and domestic economic conditions. Additionally, key corporate announcements and sector-specific developments are likely to further shape trading strategies in the near term.
Stocks to Invest in July 2025
1. Avenue Supermarts (DMart)
Avenue Supermarts, the parent company of DMart, posted a lackluster performance for the June quarter (Q1FY26), with net profit remaining nearly unchanged at ₹773 crore versus ₹774 crore in the same period last year. The earnings fell short of Bloomberg’s consensus estimate of ₹883 crore, as growing competition and margin pressures offset the gains from revenue growth.
2. Lodha Developers
Lodha Developers has set a target of surpassing ₹46,000 crore in bookings over the next two years, representing a 43% increase from the ₹32,100 crore achieved across FY24 and FY25. The company remains optimistic about continued strong demand in the real estate market.
3. Reliance Industries (RIL)
Reliance Industries, under the leadership of Mukesh Ambani, is set to announce its financial results for the June quarter on Friday, July 18. Market participants will be keenly monitoring performance updates across its core segments—telecom, retail, and energy.
4. Titagarh Rail Systems
Titagarh Rail Systems has leased approximately 40 acres of land from the West Bengal government for ₹126 crore. Located at the company’s Uttarpara facility in Hooghly district, the land will be used to expand production capacity for Vande Bharat coaches and metro rail cars.
5. Akzo Nobel – JSW Paints
JSW Paints has initiated an open offer valued at ₹3,929 crore to acquire up to a 25.2% stake in Akzo Nobel India. The offer is priced at ₹3,417.77 per share.
6. Hindustan Unilever (HUL)
HUL has reaffirmed that Ritesh Tiwari continues to serve as Executive Director – Finance, IT, and Chief Financial Officer, ensuring leadership continuity and organizational stability.
7. Siemens
Siemens India has secured two orders from Maha Metro, with a combined value of ₹773 crore. These orders involve the supply and commissioning of essential systems for metro rail operations.
8. DLF
DLF has reached a comprehensive settlement to resolve all legal and arbitration disputes with Hubtown, Chinsha Property, TFDRL (Twenty Five Downtown Realty), and other parties. Under the agreement, DLF will receive the settlement amount in installments over two years, with ₹100 crore already collected.
9. Inox Wind
Inox Wind Ltd. has successfully merged with Inox Wind Energy Ltd. (IWEL) in a move to streamline the group’s structure and enhance financial stability. The merger has resulted in the elimination of ₹2,050 crore in intra-group debt. The newly consolidated entity is set to be listed in the coming week.
10. Amber Enterprises
Amber Enterprises’ board has given the green light to raise up to ₹2,500 crore through the issuance of multiple types of securities. The company is considering all eligible financial instruments for the proposed fundraising.
11. Neogen Chemicals
Neogen Chemicals has obtained board approval to raise up to ₹200 crore via private placement of secured, listed, and redeemable non-convertible debentures (NCDs).
12. Ramco Cements
Ramco Cements has generated ₹24.05 crore from the sale of non-core assets, comprising ₹19.77 crore from equity investments and ₹4.28 crore from land sales. With this, the cumulative value of non-core asset divestments has reached ₹483.84 crore.
13. NCC Ltd
NCC has been awarded a contract worth ₹2,269 crore (excluding GST) by the Mumbai Metropolitan Region Development Authority (MMRDA) for civil construction work on Mumbai Metro Line 6, under Package 1-CA-232, the company announced in a regulatory filing.
14. Ajmera Realty & Infra
Ajmera Realty posted a subdued operational performance for Q1FY26, with sales value plunging 65% year-on-year to ₹108 crore and carpet area sold declining 52% to 63,244 sq. ft. The quarter-on-quarter drop was mainly due to delayed project launches and limited inventory.
How to invest in these Stocks?
1. Track Q2 FY26 Earnings Closely
- HCL Technologies: Watch for signs of margin expansion, large deal wins, and sustained revenue growth in digital and cloud services.
- Ola Electric: Focus on EBITDA trends, cost control, and delivery volumes—positive earnings could validate its high-growth narrative.
2. Analyze Valuation vs. Growth Potential
- HCL Tech: Valuation stands at 30–35× FY26 EPS, so any earnings disappointment could lead to a correction.
- Ola Electric: Already priced for aggressive growth; over 50% upside priced in means execution risk is high.
- Tata Technologies: Watch for re-rating potential if automotive tech deals or global expansion picks up.
3. Match Investments with Sector Themes
- Technology Upside: HCL Tech and Tata Technologies offer exposure to IT services, engineering R&D, and AI-led transformation.
- EV Transition: Ola Electric offers direct exposure to the electric vehicle (EV) segment. Monitor for product launches, production scaling, and subsidy support.
- Consumer Durables & Retail: DMart and HUL benefit from consumption recovery, inflation easing, and rural tailwinds.
- Industrial & Infra Push: Siemens is well-placed to gain from rising industrial capex, electrification, and public transport investments.
4. Monitor Key Macroeconomic Triggers
- RBI Policy Rates: Impact borrowing costs and consumer demand across sectors.
- Rural Consumption Trends: Crucial for FMCG players (HUL) and budget retail (DMart).
- Commodity Prices (Steel, Copper): Affect input costs for Ola, Siemens, and Tata Tech.
- EV Policy Developments: Incentives, FAME scheme revisions, or state-level subsidies could drive upside for Ola.
5. Institutional & FII Sentiment
- Check shareholding patterns for increased institutional or foreign inflows.
- Rising FII interest in sectors like tech and industrials can signal long-term confidence.
6. Technical & Momentum Indicators
- Use technical analysis for entry/exit points—monitor RSI, moving averages, and volume spikes.
- High-beta stocks such as Ola can present rapid trading opportunities, but they demand careful and disciplined risk management.
7. Business Updates & Corporate Actions
- Watch for news related to new orders (Siemens), land acquisitions (Titagarh), or strategic partnerships (HCL, Tata Tech).
- Fundraising plans (Amber, Neogen) and settlements (DLF) may impact short-term price action.
8. Earnings Call Takeaways
- Attend or read transcripts of management commentary for guidance on margins, capex, market outlook, and upcoming product launches.
9. Risk-Reward Assessment
- Balance high-growth, high-risk stocks like Ola with defensive picks like HUL or DMart for portfolio stability.
- Consider position sizing and stop-loss strategies, especially in volatile names.
10. Regulatory & Environmental Trends
- For industrial and EV names, keep an eye on ESG disclosures, carbon neutrality targets, and clean energy policies that may influence long-term prospects.
Key Benefits of Investing in Stocks
1. Potential for Higher Returns
Over the long term, equities have historically delivered better returns than traditional instruments like fixed deposits or savings accounts.
2. Ownership in Businesses
Investing in stocks gives you a stake in the company, enabling you to benefit from its profits and growth.
3. Regular Dividend Income
Many companies distribute profits in the form of dividends, providing an additional income stream along with potential capital appreciation.
4. High Liquidity
Stocks can be easily bought and sold on exchanges, offering much greater liquidity than assets like property or gold.
5. Portfolio Diversification
Stock investing allows you to spread your capital across various sectors, industries, and even geographies, helping reduce overall investment risk.
6. Inflation Hedge
Equities tend to outperform inflation over the long term, helping preserve and grow your real purchasing power.
7. Tax Efficiency
Depending on the jurisdiction, long-term capital gains from equities may enjoy preferential tax treatment, making them more tax-efficient than many other investments.
8. Transparent and Regulated Market
Stock markets operate under the supervision of regulatory bodies like SEBI in India, ensuring a fair and transparent environment for investors.
9. Easy Access and Low Entry Barriers
Online trading platforms and mobile apps have made it simple for anyone to start investing, even with modest amounts of capital.
10. Long-Term Wealth Creation
When held over time, stocks benefit from compounding returns, helping investors build substantial wealth through patience and disciplined investing.
Final thoughts
This set of stocks offers a balanced mix across sectors and risk profiles. HCL Tech could be a value play if margins recover and IT spending remains steady. Ola Electric has shown early signs of operational turnaround, but remains volatile.
DMart, Tata Tech, Siemens, and HUL provide exposure to retail, engineering, infrastructure, and consumer staples—each with unique growth drivers. Investors should align picks with their risk appetite and sector preferences. Keep an eye on upcoming Q2 results, as earnings and margin trends will be key to driving future performance.
