Market Watch: 7 Explosive Stock Moves Today – Must-See Earnings and Shocking Deals!

Reliance Industries dominates headlines as India’s first company to surpass ₹10 lakh crore in equity, posting a 6.4% profit rise despite margin pressures, while its telecom arm Jio thrives with a 25.8% profit surge. IDFC First Bank faces turbulence with a 58% profit drop due to doubled provisions, though asset quality improves. India Cements struggles with widening losses amid weak demand, contrasting Force Motors’ 210% profit jump from exceptional gains. Biocon’s biosimilar gains EU approval, and Zydus expands globally with an 85.6% stake in France’s Amplitude Surgical.

Telecom sees mixed signals as Goldman Sachs invests in Vodafone Idea while Nokia exits. GAIL and CONCOR’s LNG pact highlights clean energy bets, while L&T’s E2E Networks stake signals IT confidence. Caution lingers as banking (RBL, IDFC) battles provisioning stress, and Tejas Networks’ revenue growth clashes with persistent losses. Investors eye dividends (Reliance, HCL Tech) and upcoming earnings (Adani Green, UltraTech) for directional cues.

Market Watch: 7 Explosive Stock Moves Today – Must-See Earnings and Shocking Deals!

As markets open today, investors are eyeing a mix of quarterly earnings, strategic acquisitions, and regulatory developments. Here’s a curated breakdown of the stocks poised to drive activity, along with actionable insights:  

Earnings Spotlight: Mixed Signals Across Sectors 

Reliance Industries steals the limelight, reporting a 6.4% YoY profit rise to ₹22,611 crore. Notably, it becomes India’s first company to cross ₹10 lakh crore in total equity. Key takeaways:  

• Jio’s Strong Quarter: Profit up 25.8% (₹7,023 crore) with ARPU rising to ₹206.20.  

• Margins Dip: EBITDA margin shrinks to 16.9% (vs. 17.8% YoY), signaling cost pressures.  

• Strategic Move: Acquired Kandla GHA Transmission for ₹20 crore, expanding energy infrastructure. 

IDFC First Bank faces headwinds:  

• Profit plunges 58% YoY to ₹304 crore due to doubled provisions (₹1,450 crore).  

• Silver lining: Gross NPA improves to 1.87% (QoQ), reflecting tighter risk management. 

India Cements struggles:  

• Loss widens to ₹75.7 crore amid sluggish demand; revenue dips 3.9%. 

Tech & Pharma:  

• Tata Tech: Profit jumps 20% despite revenue dip; focus on cost optimization.  

• Biocon: Subsidiary gains EU nod for denosumab biosimilar, boosting growth prospects. 

Corporate Moves & Regulatory Updates 

• Zydus Lifesciences: Acquires 85.6% stake in France’s Amplitude Surgical. USFDA inspection at Gujarat unit concludes with 6 minor observations.  

• JSW Steel: Subsidiary JSW Steel Coated Products wins bid for insolvent Colour Roof India.  

• Axis Bank: Deputy MD Rajiv Anand to retire August 2025, raising succession questions.  

• GAIL-CONCOR Pact: MoU to explore LNG adoption in logistics, aligning with green energy trends. 

Bulk Deals: Institutional Shifts 

• Vodafone Idea: Goldman Sachs buys 0.55% stake (₹458 crore), while Nokia exits 0.95% (₹786 crore). Mixed signals on telecom recovery.  

• E2E Networks: L&T invests ₹26 crore, signaling confidence in IT infrastructure growth. 

Dividends & Ex-Date Alerts 

• Reliance Industries: Proposes ₹5.50/share dividend for FY25.  

• HCL Technologies: Trades ex-dividend today.  

• Force Motors: Recommends ₹40/share dividend after posting 210% profit surge (₹435 crore), aided by exceptional gains. 

Sector-Watch: Key Trends 

• Energy Transition: GAIL-CONCOR LNG pact and Reliance’s transmission buy highlight clean energy bets.  

• Pharma Momentum: Biocon’s EU milestone and Zydus’ acquisition underscore global expansion.  

• Banking Strains: IDFC First and RBL Bank face provisioning stress, though asset quality shows resilience. 

Analyst Takeaways 

• Reliance: Long-term bullish on energy and digital growth, but margin pressures warrant caution.  

• Tejas Networks: Revenue jumps 43% but losses persist; monitor execution on order book.  

• Biocon/Zydus: Regulatory wins and M&A activity position them as pharma outperformers.