July 7, 2025: As the Indian stock market continues to show mixed trends in July 2025, investors are closely watching sector-specific performers. Two such stocks—Glenmark Pharmaceuticals from the healthcare sector and Asian Paints from the consumer goods and housing segment—have shown contrasting movements this month. While Glenmark is moving near its 52-week high, Asian Paints has slipped from its earlier peak and is currently consolidating.
Let’s take a closer look at how both stocks are performing and what investors should expect going forward.
Glenmark Pharma – Steady Uptrend Continues
- Latest Share Price (as of July 7, 2025): ₹1,783.50
- 52-Week Range: ₹1,236.55 – ₹1,830.95
- 1-Year Return: +41.7%
- 6-Month Return: +8%
Performance Overview
Glenmark has been on a strong uptrend in the past year. After touching a low of ₹1,236 around October 2024, the stock has steadily moved upwards, currently trading close to ₹1,783.50, just shy of its 52-week high.
This rise isn’t just market hype—it’s backed by strong financial results. In FY 2024–25, Glenmark reported:
- Revenue: ₹13,322 crore
- EBITDA: ₹2,465 crore
- PAT (Profit After Tax): ₹1,047 crore
The pharma major is benefitting from an increased demand for generics and specialty medicines in both domestic and export markets. Its pipeline of new launches, especially in dermatology and respiratory therapies, has created renewed investor interest.
Analyst View
Market experts believe Glenmark still has more upside left, though some caution is advised due to its relatively high valuation (around 49x P/E). For long-term investors looking for healthcare exposure, Glenmark remains a strong candidate with solid growth potential.
Asian Paints – Struggling to Regain Momentum
- Latest Share Price (as of July 7, 2025): ₹2,424.20
- 52-Week Range: ₹2,174.80 – ₹3,394.90
- YTD Return: +6.3%
Performance Overview
Asian Paints is a household name and a long-time favourite among blue-chip investors. However, the stock has been under pressure since it peaked at ₹3,394 in September 2024. It has since corrected nearly 30% and is now hovering around ₹2,424.20.
Several factors are weighing on the stock:
- Ongoing investigation by the Competition Commission of India (CCI)
- Rising input costs (especially crude-linked raw materials)
- Slower-than-expected demand in Tier 2 and rural areas
Despite these headwinds, Asian Paints has continued to maintain its leadership in the decorative paints segment and has been expanding its reach in home décor and waterproofing.
What to Watch
The company is set to announce its Q1 FY25 results in a board meeting scheduled for July 29–30, which could bring clarity to its future direction. If results meet or beat expectations, the stock may find strong support and even bounce back.
Analyst recommendations are currently mixed. While CLSA has given an “Underperform” rating, others like ICICI Securities are moderately optimistic on the long-term prospects of the paints sector.
Glenmark vs Asian Paints – A Quick Comparison
| Feature | Glenmark Pharma | Asian Paints |
|---|---|---|
| Latest Share Price | ₹1,783.50 | ₹2,424.20 |
| 52-Week Movement | Near high (₹1,830.95) | ~30% below high |
| Sector | Pharma | Consumer / Paints |
| 1-Year Return | +41.7% | +6.3% (YTD) |
| Key Triggers | Drug pipeline, earnings | Q1 results, CCI update |
| Analyst View | Bullish with caution | Mixed to Neutral |
Conclusion – What Should Investors Do?
Glenmark:
If you’re a medium-to-long-term investor looking for growth in the healthcare sector, Glenmark offers a solid opportunity. Its strong financials, new product pipeline, and overall pharma market strength support a positive view. However, current valuations are slightly high, so one should accumulate on dips.
Asian Paints:
Though currently under pressure, Asian Paints is a fundamentally sound company. If you’re already holding it, it may be wise to wait until the Q1 results later this month before taking fresh positions. For new investors, it’s best to enter gradually or after further clarity.
Final Word
As of July 7, 2025, both Glenmark and Asian Paints represent different stories—one of momentum and growth, and the other of a possible turnaround. Your choice should depend on your risk profile, investment horizon, and sectoral preference. Always consider current events and financial updates before making a move in the stock market.