Stock Market Update – July 14 to July 21, 2025

Key Points

• The top gainers are National Aluminium Company Ltd. and Jindal Stainless Ltd., while the top losers are AU Small Finance Bank and Reliance Industries.
• Company news highlighted developments, including Jane Street’s potential market return and Sona BLW’s new joint venture, which impacted large-cap stocks.
• Sectoral trends showed that Banks and Metals & Mining gained, while the Oil & Gas and IT sectors faced losses due to global and domestic factors.

To read last week’s update, click here

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Top Gainers and Losers

The top 5 gainers on July 21, 2025, included:

• National Aluminium Company Ltd (NNALCO): +3.80%
• Jindal Stainless Ltd (JJindal Stainless): +3.61%
• BSE Ltd (BBSE): +3.36%
• UPL United Phosphorus Ltd (UUPL): +3.12%
• L&T Finance Holdings Ltd (LL&T Finance): +3.12%

The top 5 losers were:

• AU Small Finance Bank: -5.59%
• Bandhan Bank: -3.30%
• Reliance Industries: -2.74%
• Indusind Bank: -2.66%
• Union Bank of India: -2.29%

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Company-Specific News and Events

• Jane Street is likely to return to Indian markets after depositing Rs 4,844 crore in escrow, a big development move for market liquidity.
• Sona BLW shares rose over 3% due to a joint venture with China’s JNT to develop driveline systems, potentially boosting its business prospects.
• HDFC Bank reported a 12% profit growth, though Net Interest Margins slipped, affecting investor sentiment.
• Reliance Industries saw shares slip despite reporting its highest-ever profit, possibly due to market profit-taking.
• Dr. Reddy’s Laboratories shares fell due to seven observations from the USFDA, which may impact operations.
• Ircon International gained 3% after winning multiple contracts, signaling business growth.

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Sectoral Trends

• Top Gainers: Banks (+0.69%), Telecom (+0.6%), Metals & Mining (+0.73%), likely due to steady lending growth and global commodity trends.
• Top Losers: Oil & Gas (-1.47%), Software & IT Services (-0.26%), FMCG (-0.05%), possibly due to global oil price fluctuations and weaker consumer demand.

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Macroeconomic Updates Impacting Markets

• India’s retail inflation hit a six-year low in June, easing pressure on interest rates and supporting the market.
• The Cabinet cleared a US$2.79 billion for Prime Minister Dhan-Dhaanya Krishi Yojana to boost farming, potentially benefiting agriculture-related stocks.
• India’s green warehousing is set to 4x by 2030, indicating growth in real estate and infrastructure sectors.
• Japanese firms showed interest in investing in India’s textiles sector, which could boost textile stocks.
• India and The United Kingdom are set to sign a Free Trade Agreement, potentially enhancing trade and economic growth.
• Bank credit growth declined to 9% in June 2025, which might concern the banking sector due to slower credit expansion.

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Weekly Market Update for Indian Stock Market (July 14 to July 21, 2025)

In-depth analysis of the Indian stock market from July 14 to  July 21, 2025, covering all aspects requested, including major indices, top gainers and losers, company-specific news, sectoral trends, FII/DII activity, and macroeconomic updates. The data is sourced from reliable financial platforms and news outlets, ensuring accuracy and relevance for investors and analysts.

Major Indices Performance

The Indian stock market showed a mixed performance on July 21, 2025, with many key indices showing gains, while others faced declines. The Nifty 50 closed at 25,040.60, marking an increase of 72.20 points or 0.29%, reflecting a slight upward trend in large-cap stocks. The Sensex (BSE) increased to 82,086.04, gaining 328.31 points or 0.40%, indicating broad market strength. The Nifty Bank saw a more strong performance, closing at 56,765.10, up by 482.10 points or 0.86%, driven by strong banking sector activity. Midcap and smallcap indices also showed gains, with Nifty Midcap 100 at 59,481.65, up 377.15 points or 0.64%, and Nifty Smallcap 100 at 18,971.25, up 11.60 points or 0.06%.

Sectoral indices presented a varied picture. The Nifty IT index closed at 37,035.35, down by 106.50 points or 0.29%, indicating challenges in the IT sector, possibly due to global economic uncertainties. In contrast, Nifty Auto performed well, closing at 24,008.15, up by 113.80 points or 0.48%, due to domestic demand and company developments. The Nifty FMCG index saw a decline, closing at 56,248.90 down by 258.00 points or 0.46%, possibly reflecting weaker consumer demand or competitive pressures in the market.

Top Gainers and Losers – The top performers and underperformers are shown below.

The top 5 gainers were:

• National Aluminium Company Ltd (NALCO), with a gain of 3.80%, reflecting strong performance in the metals sector.
• Jindal Stainless Ltd up by 3.61%.
• BSE Ltd up by 3.36% due to market infrastructure developments.
• UPL United Phosphorus Ltd (UPL) up by 3.12% due to positive agricultural sector news.
• L&T Finance Holdings Ltd (L&T Finance) is also up by 3.12% showing strength in financial services.

The top 5 losers were:

• AU Small Finance Bank down by 5.59% showing challenges in the banking sector.
• Bandhan Bank down by 3.30%
• Reliance Industries down by 2.74% despite strong earnings, suggesting market profit-taking.
• Indusland Bank down by 2.66% showing banking sector pressures.
• Union Bank of India down by 2.29%

Company-Specific News and Events

Company-specific news on 3rd week of July 2025, showed many developments impacting large-cap and mid-cap stocks. Key updates included:

• Jane Street likely to return to Indian markets after depositing Rs 4,844 crore in escrow: This development, reported in the news, is good for market liquidity, as Jane Street is a major global trading firm, potentially boosting investor confidence.
• Sona BLW shares rise over 3% on JV with China’s JNT to develop driveline systems: This joint venture could lead to new business opportunities, positively affecting Sona BLW’s stock price and reflecting growth in the auto ancillary sector.
• HDFC Bank shares gain as profit grows 12%, NIMs slip: The bank reported a 12% profit growth, a positive earnings announcement but the slip in Net Interest Margins (NIMs) might be a concern for investors.
• Reliance Industries shares slip on reporting highest-ever profit: Despite strong financial results, the share price drop could be due to market profit-taking or other factors, showing investors the complexity of market reactions.
• Dr. Reddy’s Laboratories shares fall on seven observations from USFDA: The USFDA observations, a regulatory update, may impact the company’s operations or reputation, leading to the share price decline.
• Ircon International shares gain 3% on winning multiple contracts: This business development firm has won multiple contracts, which is a positive sign for Ircon International, indicating growth and share price increase.

Sectoral Trends Data

Impact of Macroeconomic Updates Markets

Macroeconomic developments on the 3rd week of July 2025 are:

• India’s retail inflation hit a six-year low in June: The inflation going to a low level is positive, potentially reducing pressure on interest rates and supporting the market, especially for interest-sensitive sectors like banking.
• Cabinet clears US$ 2.79 billion Prime Minister Dhan-Dhaanya Krishi Yojana: This government initiative aims to boost farming, potentially benefiting agriculture-related stocks and rural economy-focused companies, with policy support for agriculture.
• India’s green warehousing footprint set to 4x by 2030: This indicates growth in real estate and infrastructure sectors, driven by sustainability trends, which could positively impact related stocks.
• Japanese firms to invest in India’s textiles sector: This foreign investment interest could boost textile industry stocks.
• India and The United Kingdom set to sign Free Trade Agreement: This agreement could enhance trade and economic growth, potentially benefiting export-oriented sectors like textiles and agriculture.
• India’s exports of agricultural and processed food products jumped over 7% in April-June 2025: A positive development for the agriculture sector.
• India rejects NATO’s warning of secondary sanctions, continues to purchase oil from Russia: Financial Express noted this stance, which could impact oil prices and the energy sector potentially affecting Oil & Gas stocks negatively.
• India’s bank credit growth declines to 9% as of June 2025: It might be a concern for the banking sector, indicating slower credit expansion and will affect bank stocks.