Stocks in Focus Today: Vedanta, Reliance Industries, IEX, NBCC Among Top Movers
July-4, 2025: As Indian equity markets brace for a cautiously positive start on July 4, 2025, here’s a roundup of key stocks likely to be in focus due to significant developments and corporate activity:
Trigger: Record alumina production
Vedanta reported a robust Q1 FY26 performance, with the Lanjigarh Refinery achieving a record quarterly alumina output of 587 kilotonnes. Strong operational metrics across its portfolio could lead to bullish sentiment on the stock.
Trigger: International business momentum
Marico’s international operations posted strong high-teen growth in constant currency, while consolidated revenue rose in the low twenties YoY, indicating a broad-based performance.
Trigger: Strategic investment in FACEGYM
Reliance Retail has made a minority investment in UK-based FACEGYM, a global facial fitness and skincare brand, underlining its continued focus on premium wellness and beauty verticals.
Trigger: AUM growth
The company’s assets under management surged 25% YoY, reaching ₹4.41 lakh crore as of June 30, 2025, which may drive investor optimism.
Trigger: Bain Capital-backed stake sale
A 2.4% stake in Emcure, worth ₹551 crore, is being offloaded via a block deal by BC Investments IV, a Bain Capital affiliate. This may increase volatility in the stock.
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Trigger: Volume growth
IEX posted a 15% YoY growth in power trading, with Q1 FY26 volumes at 32,382 MU, reflecting strong demand in the energy market.
Trigger: Fresh orders
NBCC received new project management consultancy contracts worth ₹65.73 crore, including infrastructure work for the Energy Institute in Bengaluru.
Trigger: Deposit growth
RBL Bank recorded 11% YoY growth in total deposits, reaching ₹1.12 lakh crore by Q1 FY26, showing improved customer traction.
Trigger: Strong global business
BoB’s global business rose 11% YoY to ₹26.43 lakh crore, reflecting strength in both domestic and overseas operations.
Trigger: Disbursement spike
The company reported a 22% YoY rise in gross disbursements, totaling ₹14,640 crore for Q1 FY26, indicating robust demand for housing credit.
While broader markets may open flat, these companies could see sector-specific action. Traders and investors should monitor stock-specific news flow and volume trends to capitalize on opportunities.
stocks to watch today, Vedanta Q1, Reliance FACEGYM investment, IEX electricity volume, NBCC new contracts, Emcure block deal, Bajaj Finance AUM, Marico Q1 results, RBL Bank deposits, Bajaj Housing disbursement, Indian stock market July 4
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