..... . VALI disclosures . .....: 31/07/26, Quick look at which stocks will be in focus in today's trad

Friday, July 31, 2026

31/07/26, Quick look at which stocks will be in focus in today's trad

Results Today, 31/07/26

Maruti Suzuki India, Bajaj Finserv, ITC, Sun Pharmaceutical Industries, Indian Oil Corporation, GAIL (India), Shree Cement, Bajaj Holdings & Investment, ABB India, Aadhar Housing Finance, Aditya Birla Capital, Clean Max Enviro Energy Solutions, Dixon Technologies (India), Glenmark Pharmaceuticals, National Aluminium Company, Narayana Hrudayalaya, Shadowfax Technologies, and Urban Company will announce their quarterly earnings today.

Results on August 1

Divis Laboratories, Aditya Birla Lifestyle Brands, APL Apollo Tubes, Clean Science and Technology, Epack Prefab Technologies, Gujarat Ambuja Exports, Latent View Analytics, Muthoot Finance, and Utkarsh Small Finance Bank will release their quarterly results on August 1

Quarterly Earnings

Tata Steel Q1 (Consolidated YoY)

Profit grows 11.6% to Rs 2,318.5 crore Vs Rs 2,077.7 crore

Revenue increases 14.3% to Rs 60,794.3 crore Vs Rs 53,178.1 crore

Exceptional loss stands at Rs 345.5 crore Vs loss of Rs 132 crore

Board approves Rs 33,873 crore worth capex for 4.8 MTPA steelmaking capacity expansion

Bajaj Finance Q1 (Consolidated YoY)

Profit soars 28% to Rs 6,081 crore Vs Rs 4,765 crore

Net interest income jumps 23% to Rs 12,571 crore Vs Rs 10,228 crore

Swiggy Q1 (Consolidated YoY)

Loss narrows to Rs 791 crore Vs loss of Rs 1,197 crore

Revenue increases 37.3% to Rs 6,812 crore Vs Rs 4,961 crore

Mazagon Dock Shipbuilders Q1 (Consolidated YoY)

Profit surges 21.5% to Rs 549.4 crore Vs Rs 452.2 crore

Revenue rises 12.1% to Rs 2,942.7 crore Vs Rs 2,625.6 crore

Torrent Pharmaceuticals Q1 (Consolidated YoY)

Profit increases 3.3% to Rs 566 crore Vs Rs 548 crore

Revenue jumps 54.8% to Rs 4,921 crore Vs Rs 3,178 crore

Exceptional loss stands at Rs 21 crore Vs Nil

Other expenses spike to Rs 1,201 crore Vs Rs 767 crore

Pricol Q1 (Consolidated YoY)

Profit zooms 34.3% to Rs 67.02 crore Vs Rs 49.9 crore

Revenue surges 23.5% to Rs 1,105.4 crore Vs Rs 895.3 crore

LIC Housing Finance Q1 (Consolidated YoY)

Profit rises 9.9% to Rs 1,499 crore Vs Rs 1,364 crore

Net interest income increases 0.6% to Rs 2,087.2 crore Vs Rs 2,074.6 crore

Chambal Fertilisers & Chemicals Q1 (Consolidated YoY)

Profit falls 4.6% to Rs 523.6 crore Vs Rs 548.9 crore

Revenue declines 11.8% to Rs 5,027 crore Vs Rs 5,697.6 crore

Global Health Q1 (Consolidated YoY)

Profit slips 0.2% to Rs 158.7 crore Vs Rs 159 crore

Revenue grows 26.5% to Rs 1,304 crore Vs Rs 1,030.8 crore

Q1FY26 profit included Rs 19.5 crore exceptional gain

Data Patterns India Q1 (YoY)

Profit drops 13.5% to Rs 22.1 crore Vs Rs 25.5 crore

Revenue rises 16.8% to Rs 116 crore Vs Rs 99.33 crore

Aarti Industries Q1 (Consolidated YoY)

Profit zooms 260.5% to Rs 155 crore Vs Rs 43 crore

Revenue increases 42.4% to Rs 2,387 crore Vs Rs 1,676 crore

Rainbow Children's Medicare Q1 (Consolidated YoY)

Profit surges 13.2% to Rs 60.6 crore Vs Rs 53.5 crore

Revenue jumps 33.2% to Rs 470 crore Vs Rs 352.9 crore

Satin Creditcare Network Q1 (Standalone YoY)

Profit spikes 182.4% to Rs 120.3 crore Vs Rs 42.6 crore

Net interest income increases 14.5% to Rs 363.1 crore Vs Rs 317.2 crore

Thermax Q1 (Consolidated YoY)

Profit sinks 83.4% to Rs 25.2 crore Vs Rs 152.4 crore

Revenue grows 6.7% to Rs 2,302.7 crore Vs Rs 2,157.5 crore

GNG Electronics Q1 (Consolidated YoY)

Profit surges 56.2% to Rs 28.9 crore Vs Rs 18.5 crore

Revenue soars 32.1% to Rs 412.5 crore Vs Rs 312.3 crore

Indegene Q1 (Consolidated YoY)

Profit falls 0.2% to Rs 116.2 crore Vs Rs 116.4 crore

Revenue jumps 39.7% to Rs 1,063.1 crore Vs Rs 760.8 crore

AWL Agri Business Q1 (Consolidated YoY)

Profit surges 48.2% to Rs 350.3 crore Vs Rs 236.4 crore

Revenue grows 17.5% to Rs 20,048.1 crore Vs Rs 17,058.7 crore

AWL Agri Biz appoints Pankaj Goyal as CFO effective July 31

RailTel Corporation of India Q1 (YoY)

Profit declines 0.5% to Rs 65.8 crore Vs Rs 66.1 crore

Revenue zooms 20.1% to Rs 893.3 crore Vs Rs 743.8 crore

Nucleus Software Exports Q1 (Consolidated YoY)

Profit tanks 32.2% to Rs 23.9 crore Vs Rs 35.2 crore

Revenue slips 3.3% to Rs 210.4 crore Vs Rs 217.7 crore

Stocks to Watch

Astra Microwave Products

The company has received an order worth Rs 2,205.23 crore from Hindustan Aeronautics for the procurement of 122 Advanced Airborne Active Array Units (AAAUs) and 121 interface frames for the Uttam Radar programme.

Navin Fluorine International

The company has signed an agreement with the Defence Research and Development Organisation (DRDO) for the bulk manufacturing of sodium borohydride, with the aim of accelerating the indigenous process development of a critical defence material.

Bulk and Block Deals

IIFL Finance

FIH Mauritius Investments sold 63.39 lakh shares, representing a 1.49 percent stake in IIFL Finance, for Rs 374.02 crore. The shares changed hands at Rs 590 apiece.

Following the transaction, Fairfax's holding in IIFL Finance is expected to decline from 15.18 percent, based on the June 2026 shareholding pattern.

The buyers included American Funds Insurance Series Global Small Capitalization Fund, which purchased 1.66 lakh shares (0.04 percent) for Rs 9.8 crore, and Capital Group-backed Smallcap World Fund, which acquired 61.73 lakh shares (1.45 percent) for Rs 364.2 crore.

Bai-Kakaji Polymers

Abakkus Venture Opportunities Fund purchased 6.08 lakh shares, representing a 2.84 percent stake in Bai-Kakaji Polymers, for Rs 12.18 crore at Rs 200.34 per share.

On the selling side, Tiger Strategies Fund-I offloaded 1.08 lakh shares for Rs 2.16 crore, while Sanjay Popatlal Jain sold 3.42 lakh shares, representing a 1.59 percent stake, for Rs 6.84 crore. Both transactions were executed at Rs 200 per share.

Xtranet Technologies

Mittal Growth Partners LLP acquired 9.4 lakh shares, representing a 1.79 percent stake in Xtranet Technologies, for Rs 12.69 crore at Rs 135.04 per share.

Sapphire Foods India

Fidelity Funds India Focus Fund purchased an additional 20.22 lakh shares, representing a 0.62 percent stake in Sapphire Foods India, for Rs 39.58 crore at Rs 195.7 per share.

The Government of Singapore sold 18.95 lakh shares, or a 0.58 percent stake, in Sapphire Foods India for Rs 37.1 crore at Rs 195.71 per share.

As of June 2026, Fidelity Funds India Focus Fund and the Government of Singapore held 3.15 percent and 3.75 percent stakes, respectively, in Sapphire Foods India.

Source: Network18

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Trade Cycles

The four important features of Trade Cycle are (i) Recovery, (ii) Boom, (iii) Recession, and (iv) Depression!

The trades cycle or business cycle are cyclical fluctuations of an economy. A full trade cycle has got four phases: (i) Recovery, (ii) Boom, (iii) Recession, and (iv) depression. The upward phase of a trade cycle or prosperity is divided into two stages—recovery and boom, and the downward phase of a trade cycle is also divided into two stages—recession and depression.

Phases of Trade Cycle:

The phases of trade cycle are explained with a diagram:

(1) Recovery:

In the early period of recovery, entrepreneurs increase the level of investment which in turn increases employment and income. Employment increases purchasing power and this leads to an increase in demand for consumer goods.

As a result, demand for goods will press upon their supply and it shall, thereby, lead to a rise in prices. The demand for consumer’s goods shall encourage the demand for producer’s goods.

The rise in prices shall depend upon the gestation period of investment. The longer the period of investment, the higher shall be the price rise. The rise of prices shall bring about a change in the distribution of income. Rent, wages, interest do not rise in the same proportion as prices.

Consequently, the margin of profit improves. The wholesale prices rise more than retail prices. The prices of raw materials rise more than the prices of semi-finished goods and the prices of semi-finished goods use more than the prices of finished goods.

(2) Boom:

The rate of investment increases still further. Owing to the spread of a wave of optimism in business, the level of production increases and the boom gathers momentum. More investment is possible only through credit creation. During a period of boom, the economy surpasses the level of full employment and enters a stage of over full employment.

(3) Recession:

The orders for raw materials are reduced on the onset of a recession. The rate of investment in producers’ goods industries and housing construction declines. Liquidity preference rises in society and owing to a contraction of money supply, the prices falls. A wave of pessimism spreads in business and those markets which were sometime before sellers markets become buyer’s markets now.

(4) Depression:

The main feature of a depression is a general fall in economic activity. Production, employment and income decline. The prices fall and the main factor responsible for it is, a fall in the purchasing power.

The distribution of national income changes. As the costs are rigid in nature, the margin of profit declines. Machines are not used to their full capacity in factories, because effective demand is much less. The prices of finished goods fall less than the prices of raw materials.

✳Reality Tips to Traders

1)Trading in the stock market is a marathon. 2)Protecting your capital is key. (Learn to protect first) 3)Making 0 on the day is better than losing 50k 4)Losses happen; they are part of this business. 5)It’s not you vs. the market. It’s you VS you. 6)You are your biggest enemy; learn to be mentally disciplined. 7)Don’t follow the majority; follow the correct path. 8)Traders without a stop loss end up not being traders for long. 9)There is always another trade. 10)The big money is made waiting for the right set-ups. 11)Waiting for the right trade is the most powerful strategy. 12)It is better to cut a loss than to wait to be proven right. 13)Position sizing can make or break you. 14)Worry about the downside before you even think about the upside. 15)Don’t listen to headlines

..BANKING TERMINOLOGY

There are various types of Banks: PSU Banks, Private Banks, Co-operative/Regional Banks, Small Finance Banks and Foreign Banks. When you deposit money in a bank, let's say the bank gives you an interest rate of 4%. But when the bank lends out this money, they lend it out at say, 12%. The difference of 8% in the above scenario is effectively the profit of the bank! The loans that do not pay interest for 90 days are known as Non-performing Assets. Banks have to provide for such bad loans. Structure of a Bank Asset for a Bank: The asset portion of a bank's capital includes cash, government securities, and interest-earning loans (e.g., mortgages, letters of credit, and inter-bank loans). Liabilities for a Bank: The bank's main liabilities are its capital (including cash reserves and, often, subordinated debt) and deposits. The latter may be from domestic or foreign sources (corporations and firms, private individuals, other banks, and even governments). Banks are required to maintain Liquidity with the Reserve Bank of India: SLR (Statutory Liquidity Ratio): It is the money a bank needs to preserve in the form of cash, gold or government Bonds before providing credit customers. This limitation is added by RBI on banks to make funds available to customers on-demand at your earliest convenience. Banks are required to maintain SLR at 18%. CRR (Cash Reserve Ratio): Banks are required to hold a certain proportion of their deposits in the form of cash. Banks don’t hold these as cash with themselves, but deposit such amounts with RBI / currency chests. CRR rate is at 4.5% currently. Repo Rate: The rate at which the RBI lends short-term money to the banks. The RBI through its Monetary Policy committee changes the repo rate to balance growth and Inflation. Reverse Repo rate: The rate at which banks park their short-term excess liquidity with the RBI. Now let us understand various terminologies for Banks Net Interest Income (NII): This is the spread the bank makes on its lending. It is calculated as Interest Income – Interest Expended Net Interest Margin (NIM): This is the spread the bank makes on its lending. It is the earning which is left after deducting the cost paid to depositors from its yields on Loans. This is denoted in % terms. The formula is Yield on Loans – Cost of funds Capital Adequacy Ratio (CAR): The capital adequacy ratio (CAR) is a measure of a bank's available capital expressed as a percentage of a bank's risk-weighted credit exposures. Essentially, it is the Capital that is available to lend. Tier I Capital – In simple words this capital is freely available with the bank to lend out. Tier II Capital- This is the capital tied up somewhere and is less freely available to lend. In case of an adverse event, the bank can use this capital to lend. Under Basel III norms, a bank’s tier 1+tier 2 capital must be a minimum of 8% of its risk-weighted holdings. The minimum capital adequacy ratio, also including the capital conservation buffer, is 10.5%. Current Account Saving Account (CASA)- There is no interest paid on the Current Account and a small interest rate is paid on a savings account. The combination of both is called CASA which shows the liabilities of the bank on which it pays relatively less interest. Deposits: Bank deposits are a savings product that customers can use to hold an amount of money at a bank for a specified length of time. In return, the financial institution will pay the customer the relevant amount of interest, based on how much they choose to deposit and for how long. Now let us come to NPA. Gross NPA (GNPA): It is the total loans on which no payment has been paid for 90 days or more. GNPA % is usually shown in each Bank’s quarterly results. The percentage is basically the GNPA amount as a % of the total advances. Slippages: Slippages denote the fresh amount of loans that have turned bad in a year. The slippage ratio of a bank is calculated as Fresh accretion of NPAs during the year /Total standard assets at the beginning of the year multiplied by 100. Provisioning Coverage Ratio (PCR): This is the ratio of provisioning to GNPA and indicates the extent of funds a bank has kept aside to cover loan losses. For Instance, a company has GNPAs of Rs 100 and they have set aside 50 Rs, then the PCR is 50%. Net NPA (NNPA): The total figure left after deducting provisions made for bad loans from GNPA. (GNPA – Provisions+upgrades/writeoffs = NNPA) Special Mention Account (SMA) SMA-0 is a category in which stress with respect to the principal and interest has remained overdue for a period of 0 to 30 days. SMA-1 is a category in which stress with respect to the principal and interest has remained overdue for a period of 30-60 days. SMA-2 is a category in which stress with respect to the principal and interest has remained overdue for a period of 60-90 days

..... . VALI disclosures . .....

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Friday, July 31, 2026

31/07/26, Quick look at which stocks will be in focus in today's trad

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31/07/26, GIFT NIFTY signals steady start

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