Market Movers: Key Indian Stocks to Watch Amid Global Economic Shifts and Q1 Earnings Season

Navigating the Market: A Deep Dive into India's Key Stocks as Q1 Earnings and Global Tensions Unfold

Mumbai, India – As the first quarter earnings season kicks into high gear and global trade dynamics remain a focal point, several prominent Indian companies are capturing investor attention. From major tech players to retail giants and infrastructure behemoths, a flurry of corporate announcements and strategic moves are poised to influence market sentiment. Here’s a closer look at the shares making headlines today, July 14, 2025.

Tech Titans in Focus: HCL Tech, Tata Tech, and Ola Electric

The spotlight shines bright on the technology sector today as HCL Technologies, Tata Technologies, and Ola Electric gear up to announce their highly anticipated Q1 results. Investors will be keenly watching these reports for insights into their financial health and future growth trajectories, especially in a dynamic global tech landscape. Early indicators suggest muted sequential performance for HCL Tech due to seasonal softness, while Ola Electric has already reported a widened net loss of ₹428 crore and a significant revenue drop of nearly 50% year-on-year.

VIP Industries: A Strategic Stake Sale

In a significant development for the luggage and travel accessories giant, VIP Industries, a consortium led by Multiples Private Equity Fund IV, Multiples Private Equity Gift Fund IV, and Samvibhag Securities Pvt. Ltd., alongside Mithun Sancheti and Siddhartha Sancheti, has struck a deal to acquire a 32% stake from the current promoter group. This strategic acquisition, which will also trigger an open offer for an additional 26% from public shareholders, signals a new chapter for VIP Industries and a potential shift in control.

D-Mart's Modest Profit Growth

Retail behemoth D-Mart (Avenue Supermarts) has unveiled its standalone net profit for the first quarter, reporting ₹830 crore. This marks a modest 2% increase from ₹812 crore in the same period last year. While revenue saw a healthy 16.19% rise, margin pressures and soft discretionary spending led to a subdued performance, missing analyst expectations. The company added nine new stores in the quarter, bringing its total to 424.

BEML Considers Stock Split

State-owned heavy equipment manufacturer, BEML, is set to hold a board meeting on Monday, July 21, 2025, to deliberate on a potential stock split. This move, which typically aims to increase liquidity and make shares more accessible to a wider range of investors, could generate significant interest in the counter.

Wockhardt's Strategic Shift from US Generics

Pharmaceutical major Wockhardt has announced a significant strategic realignment of its U.S. operations. The company has decided to withdraw from the loss-making generics drug business in the region. This decision, effective July 11, frees up capital and management focus for its innovation-driven agenda, particularly in new antibiotic drug discovery and its biologics portfolio in insulin.

Reliance Industries: Awaiting Q1 Earnings

All eyes will be on Reliance Industries (RIL) as Mukesh Ambani's conglomerate prepares to announce its earnings for the June quarter on Friday, July 18. Analysts are keenly anticipating the results, with particular attention to the performance of its consumer businesses (Jio and Retail) and its traditional oil-to-chemicals (O2C) segment.

IRB Infrastructure Developers Reports Robust Toll Revenue Growth

IRB Infrastructure Developers, along with its listed InvIT joint venture IRB Infrastructure Trust, has reported a strong performance for the first quarter of FY26. The combined toll revenue surged by 8% year-on-year to ₹1,680 crore, up from ₹1,556 crore in the corresponding period last year. Even in June 2025 alone, toll collections saw a healthy 5% year-on-year growth, reaching ₹544.8 crore, despite the early onset of the monsoon.

Adani Green Energy's Capital Infusion

Adani Green Energy has announced a significant fundraise of ₹1,208.59 crore through the issuance of 1.08 crore equity shares to Ardour Investment Holding Ltd, a member of the promoter group, by converting share warrants. This capital infusion, approved on July 12, will further support the company's ambitious growth plans in the renewable energy sector, which saw a 45% year-on-year increase in operational renewable energy generation capacity as of June 2025.

NCC Secures Major Mumbai Metro Contract

Construction firm NCC has clinched a substantial Letter of Acceptance from the Mumbai Metropolitan Region Development Authority (MMRDA) for a contract valued at ₹2,269 crore. The project pertains to the crucial Mumbai Metro Line 6 – Package 1-CA-232, underscoring NCC's continued role in India's infrastructure development.

HUL's Leadership Continuity

In a confirmation from the consumer goods giant, Hindustan Unilever (HUL) has stated that Ritesh Tiwari will continue in his roles as Executive Director for Finance and IT, and Chief Financial Officer of the company, ensuring continuity in key financial leadership.

As these companies navigate their respective challenges and opportunities, the coming days will provide crucial insights into their performance and the broader market trajectory, especially with ongoing global economic uncertainties.