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DLF, Escorts Kubota, Jindal Stainless, and Torrent Power, UPL, Ather Energy, Indian Renewable Energy Development Agency (IREDA), Mobikwik, and SBI Funds Management, CAMS, KEI Industries GlaxoSmithKline Pharmaceuticals, Nazara Technologies and Great Eastern Shipping Company will declare their results later today.
Stocks to Watch:
ITC reported weaker Q1 FY27 earnings as record taxation on cigarettes weighed on its core cash-generating business, while the ongoing conflict in West Asia weighed on agri business exports. The company's consolidated profit after tax before exceptional income stood at Rs 4,082.32 crore in Q1 FY27, down 22.16% YoY. Net sales declined 11.1% YoY to Rs 19,000.89 crore in the quarter ended 30 June 2026. Gross revenue, however, increased 27.8% YoY to Rs 29,409.82 crore.
Maruti Suzuki India reported record quarterly sales volume in Q1 FY27, but higher commodity prices and adverse foreign exchange movements weighed on profitability. The company's standalone profit after tax declined 10.8% YoY and 6.6% QoQ to Rs 3,352.10 crore in Q1 FY27. Net sales increased 36.4% YoY but declined 0.2% QoQ to Rs 49,959.10 crore in the quarter ended 30 June 2026.
SML Mahindra said that it had sold 1,603 units in July 2026, registering a growth of 12% from 1,427 units sold in the same period last year. The company's cargo vehicle sales declined 7% YoY to 417 units, while passenger vehicle sales rose 21% YoY to 1,186 units from 978 units in the year-ago period.
Escorts Kubota reported a 22.0% year-on-year increase in tractor sales for July 2026, with total volumes rising to 8,731 units compared with 7,154 units in July 2025. Domestic tractor sales stood at 8,194 units in July 2026, registering a growth of 23.7% compared with 6,624 units sold in July 2025. Export tractor sales rose 1.3% year on year to 537 units in July 2026, up from 530 units in July 2025. For the period from April to July 2026, total tractor sales aggregated to 45,593 units, registering a growth of 20.8% from 37,735 units sold in the corresponding period last year.
Divi's Laboratories reported a 65.50% year-on-year (YoY) rise in consolidated net profit to Rs 902 crore in the quarter ended 30 June 2026, compared with Rs 545 crore in the corresponding quarter last year. Revenue from operations grew 27.80% YoY to Rs 3,080 crore in Q1 FY27 from Rs 2,410 crore in Q1 FY26.
Tata Motors reported a 37% year-on-year (YoY) increase in total commercial vehicle (CV) sales to 39,641 units in July 2026, compared with 28,956 units sold in the same month last year. Domestic commercial vehicle sales rose 28% YoY to 33,876 units in July 2026 from 26,432 units in July 2025, while international business more than doubled, surging 128% YoY to 5,765 units from 2,524 units.
Domestic commercial vehicle sales rose 28% YoY to 33,876 units in July 2026 from 26,432 units in July 2025, while international business more than doubled, surging 128% YoY to 5,765 units from 2,524 units.
Among segments, heavy commercial vehicle (HCV) truck sales increased 33% YoY to 8,973 units, intermediate, light and medium commercial vehicle (ILMCV) truck sales rose 20% YoY to 6,100 units, passenger carrier sales grew 25% YoY to 5,938 units, and small commercial vehicle (SCV) cargo and pickup sales advanced 30% YoY to 12,865 units in July 2026.
Tata Motors (formerly TML Commercial Vehicles) is India’s largest and a globally renowned manufacturer of utility vehicles, pick-ups, trucks, and buses. Its advanced powertrains, connected technologies, and intelligent fleet solutions support a wide range of applications—from last-mile delivery to public transport.
The company had reported 33.81% increase in consolidated net profit to Rs 1,793 crore on a 19.37% rise in revenue from operations to Rs 26,098 crore in Q4 FY26 as compared with Q4 FY25.
Investors remained focused on the upcoming Reserve Bank of India (RBI) monetary policy decision later this week, while also tracking the trajectory of foreign fund inflows, Brent crude and other energy prices amid geopolitical developments, along with global market cues.
Except for the Nifty Media index, all NSE sectoral indices traded in the green, led by IT, PSU Bank and Metal stocks.
At 13:25 IST, the barometer index, the S&P BSE Sensex jumped 623.58 points or 0.80% to 78,720.84. The Nifty 50 index added 204.50 points or 0.84% to 24,588.10.
The broader market outperformed the frontline indices. The BSE 150 MidCap Index rose 0.87% and the BSE 250 SmallCap Index jumped 1.45%.
The market breadth was strong. On the BSE, 2,901 shares rose and 1,348 shares fell. A total of 223 shares were unchanged.
Gainers & Losers:
Interglobe Aviation (Indigo) (up 4.03%), Shriram Finance (up 3.56%), Infosys (up 3.08%), Tata Consultancy (TCS) (up 2.97%) and Eicher Motors (up 2.64%) were the major Nifty50 gainers.
Sun Pharmaceutical Industries (down 1.53%), Bharti Airtel (down 1.08%), Apollo Hospitals Enterprises (down 0.99%), ONGC (down 0.80%) and Tech Mahindra (down 0.62%) were the major Nifty50 losers.
CAS begins for F&O stocks:
Effective 3 August 2026, the Closing Auction Session (CAS) has been introduced for stocks in the F&O segment, revising market closing timings while keeping the opening time unchanged. Continuous trading in F&O stocks will now end at 3:15 pm, followed by the closing auction session, while non-F&O stocks will continue to trade until 3:30 pm. Trading in index and stock futures and options will conclude at 3:40 pm. The new mechanism is aimed at enhancing price discovery for the official closing price, reducing end-of-day volatility, and facilitating transparent execution of large institutional orders.
RBI MPC meeting kicks off today:
The Reserve Bank of India's (RBI) Monetary Policy Committee (MPC) begins its three-day meeting today amid rising global inflationary pressures, elevated crude oil prices and a growing number of central banks that have tightened monetary policy in recent months. The MPC will meet from 3 to 5 August 2026, with RBI Governor Sanjay Malhotra scheduled to announce the policy decision on 5 August 2026.
Stocks in Spotlight:
Blue Dart Express surged 6.56% after the company reported strong Q1 FY27 earnings. The company's consolidated net profit increased 81.2% YoY and 81.1% QoQ to Rs 88.49 crore in Q1 FY27. Revenue from operations rose 15.0% YoY and 8.1% QoQ to Rs 1,657.72 crore in the quarter ended 30 June 2026.
Divis Laboratories jumped 4.98% after it has reported a 65.50% year-on-year (YoY) rise in consolidated net profit to Rs 902 crore in Q1 FY27, compared with Rs 545 crore in Q1 FY26. Revenue from operations grew 27.80% YoY to Rs 3,080 crore in Q1 FY27 from Rs 2,410 crore in Q1 FY26.
Sri Lotus Developers and Realty added 0.73% after the company reported 77% jump in net profit to Rs 46 crore on a 116% increase in total revenue to Rs 132 crore in Q1 FY27 as compared with Q1 FY26.
HBL Engineering added 2.74% after it has received a contract worth Rs 31.49 crore from the Integral Coach Factory (ICF), Chennai, for the supply, installation, testing and commissioning of On-board Kavach loco equipment (Version 4.0).
Urban Company rose 12.84% after reporting strong business growth in Q1 FY27, with revenue increasing sharply and losses narrowing on a sequential basis. The company reported a consolidated net loss of Rs 92.12 crore in Q1 FY27, compared with a net profit of Rs 6.94 crore in Q1 FY26. Sequentially, the loss narrowed from Rs 161.16 crore in Q4 FY26. Revenue from operations increased 43.8% YoY and 24.1% QoQ to Rs 528.34 crore in the quarter ended 30 June 2026.
Sportking India surged 15.45% after the company’s standalone net profit soared 122.85% to Rs 75.97 crore in the quarter ended 30th June 2026 compared with Rs 34.09 crore in the quarter ended 30th June 2025. Revenue from operations increased 20.12% YoY to Rs 703.67 crore in Q1 FY27.
Monthly Auto Sales :
Tata Motors added 3.42% after it has reported a 37% year-on-year (YoY) increase in total commercial vehicle (CV) sales to 39,641 units in July 2026, compared with 28,956 units sold in the same month last year.
Escorts Kubota rose 1.62% after the company reported a 22.0% year-on-year increase in tractor sales for July 2026, with total volumes rising to 8,731 units compared with 7,154 units in July 2025.
Ashok Leyland advanced 4.57% after the company reported a 30% increase in total vehicle sales (domestic and exports) to 19,590 units in July 2026, compared with 15,064 units sold in July 2025.
Bajaj Auto shed 0.16%. The company reported a 30% increase in total auto sales to 4,74,677 units in July 2026, compared with 3,66,000 units sold in July 2025.
Global Market:
European market mostly advanced as oil prices plunged driven by reports of renewed U.S.-Iran negotiations, lifted investor sentiment.
Asian markets traded mixed on Monday as investors awaited the July jobs report and another busy week of earnings to kick off August trading.
Oil prices fell after President Donald Trump said earlier Sunday he cancelled a planned attack on Iran. U.S. media reports on Friday said the president was gearing up for a new wave of strikes as hopes for a negotiated settlement to the war diminished and energy prices surged.
In the commodities market, Brent crude for October 2026 settlement fell $4.46 or 5.07% to $83.47 a barrel.
Last week on Wall Street, the three major indexes closed higher on Friday, with the Dow advancing 276.97 points, or about 0.53%, to 52,485.03. The S&P 500 closed up 0.7% at 7,489.72, and the Nasdaq Composite surged 1% to 25,373.85.
While Big Tech companies largely delivered on earnings, investors are becoming less willing to overlook mounting AI-related spending without clearer evidence of earnings growth, media reports stated.
Shares of Tata Motors rose 5.23% to close at Rs 436.95 on Friday, 31 July 2026.
Tata Motors and Castrol India have signed a memorandum of understanding (MoU) to jointly launch a pilot programme for used oil circularity ecosystem.
Under this MoU, the two companies will build a traceable system for collecting, storing and channelising used engine oil from Tata Motors' authorised service network in Karnataka. The pilot addresses a long-standing gap in the responsible management of used oil, a material classified as hazardous waste.
The company said it had already achieved several of its FY2027 targets ahead of schedule, including margin improvement, cash generation and strengthening its leadership position in heavy commercial vehicles.
The company aspires to be the fourth largest global player in the commercial vehicles market after the mega Iveco acquisition.
Tata Motors CV further said that now it will focus on three strategic pillars: strengthening its domestic business, scaling new growth engines and pursuing a global pivot.
The commercial vehicle maker has estimated that its domestic commercial vehicle market share will be 40% in financial year 2028, with margins consistently in double-digits throughout the cycle.
During the upcycle, the company expects margins to reach the mid-teens, with investments rising to about 2%–4% of revenue.
By FY28, Tata Motors CV targets free cash flow of 7%–9% of revenue, while Return on Capital Employed (ROCE) is expected to improve to 30%–35% following the Iveco deal.
The company also noted that it has reduced risk through expansion into digital and downstream services, with demand supported by VAHAN-linked market data.
Additionally, growth in its non-cyclical business is projected to be around 1.5 times faster than its cyclical business.
The orders include around 2,000 electric small commercial vehicle (eSCVs) and pick-ups, 900 electric trucks and 500 electric buses, with deployments spanning e-commerce, logistics, FMCG and FMCD distribution, mining, cement, steel and passenger transport applications.
The scale and diversity of the order pipeline suggest that fleet operators are increasingly moving from trial projects to full-scale integration of electric vehicles into core operations.
Over the past 12 months, Tata Motors stated that it has significantly strengthened its electric commercial vehicle portfolio, introducing a new generation of eCVs tailored to varied duty cycles and operating conditions.
Alongside product development, Tata Motors has taken an ecosystem-led approach to support adoption at scale. This includes a growing charging network through partnerships with 14 charge point operators, EV-focused financing solutions with leading banks and NBFCs, advanced fleet management through Fleet Edge, and comprehensive uptime assurance programmes.
The scrip rose 0.60% to currently trade at Rs 404.35 on the BSE.
Tata Motors announced that it has secured over 3,400 electric commercial vehicle (eCV) orders across segments, marking a significant inflection point in the mainstream adoption of electric mobility for both freight and passenger transport in India.
The orders comprising ~2,000 SCVs and pick-ups, ~900 trucks, and ~500 buses—cut across a diverse range of applications, from e-commerce, logistics, FMCG and FMCD distribution, and intra-city mobility to demanding sectors such as cement, steel, mining, and tarmac operations, alongside inter- and intra-city passenger transport. This wide ranging deployment underscores growing customer confidence in electric mobility solutions in real-world conditions and strengthens Tata Motors' leadership in advancing India's zero-emission commercial mobility agenda. It also signals a decisive shift from pilot programmes to scaled, operational integration of EVs across use cases.
Electric mobility in commercial vehicles is shifting from early adoption to large-scale deployment in India, with usage expanding across segments and real-world applications. Tata Motors is leading this transition with the widest portfolio of electric commercial vehicles, supported by an enabling ecosystem that ensures electrification is both practical and profitable. Beyond vehicles, the company is partnering closely with fleet owners and customers to optimise performance, uptime, charging, and financing across the entire lifecycle. As adoption of electric commercial vehicles deepens, Tata Motors remains focused on delivering customised, end-to-end solutions that enable customers to transition confidently and seamlessly to zero-emission mobility.
Over the past 12 months, Tata Motors has significantly strengthened its electric commercial vehicle portfolio, introducing a new generation of eCVs tailored to varied duty cycles and operating conditions. In the small commercial vehicle and pick-up segment, the Ace Pro EV, Ace EV, and Intra EV are enabling efficient, sustainable last-mile and intra-city distribution. This has been complemented by expansion into intermediate and heavy-duty segments with the Ultra EV range (7-12T), alongside the Prima EV 55T tractor and Prima EV 28T tipper, designed for more demanding freight requirements. In passenger mobility, offerings including the Starbus EV and Ultra EV buses are supporting both intra city and intercity operations.
The price increase is being undertaken to partially offset the impact of rising commodity prices and other input costs. The increase will vary depending on the model and variant.