Markets are likely to react to a series of corporate announcements, earnings results, and management updates. Here are the top stocks to watch on Monday, 22 July 2025:
Positive Developments
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Afcons Infra: Secured a Croatian railway reconstruction contract worth ₹6,800 crore.
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Aris Infra: Bagged an order worth ₹340 crore from Transcon Group in Mumbai.
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Titan Company: Its subsidiary will acquire a 67% stake in UAE-based Damas LLC.
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Dr Reddy’s Laboratories: USFDA completed inspection of its New York facility with a “Voluntary Action Indicated” status.
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UltraTech Cement: Guided for double-digit volume growth in FY26.
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SBI: Closed QIP, allocating 30.6 crore shares at ₹817/share.
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Capital market stocks: SEBI lifted the trading ban on Jane Street.
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MRPL: Management expects high-single digit GRM in Q2.
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Dhanlaxmi Bank: Net profit ₹12.18 crore vs loss of ₹8 crore YoY; NII up 39.3% YoY.
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Sagar Cements: Net profit ₹7.5 crore vs loss ₹28.4 crore YoY.
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Magellanic Cloud: Net profit ₹27.75 crore vs ₹26.3 crore YoY; revenue rose.
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Choice International: Net profit ₹47.96 crore vs ₹32.01 crore YoY; revenue at ₹233 crore.
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Bansal Wire: Net profit ₹39.27 crore vs ₹31.51 crore YoY; revenue rose to ₹939 crore.
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PNB Housing: Net profit ₹532 crore vs ₹449 crore YoY; NII improved.
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DCM Shriram: Net profit ₹113.82 crore vs ₹100.3 crore YoY; revenue up at ₹3,455 crore.
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B.L. Kashyap: Won an order worth ₹910 crore.
Neutral Cues
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Eternal: Warned of de-growth in B2B Hyperpure business in coming quarters.
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Quality Power: Won an export order of ₹10 crore for data center project in Finland.
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Kratos Energy: Company Secretary Shruti Dalia resigned.
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Yogi Ltd: Net profit rose but revenue declined YoY.
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CIE Automotive: Net profit fell to ₹203 crore; revenue rose marginally.
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Multiple companies including CCL Products, ABAMC, Advanced Enzyme, Heritage Foods, Novartis India, Pidilite, Route Mobile, and more have ex-dividend dates today or tomorrow.
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BEML: Announced stock split in a 1:2 ratio.
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LIC: Increased its stake in SBI to 9.49%.
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360 One WAM: BC Asia likely to sell 1.5 crore shares (3.7% stake).
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Jayaswal Neco: Assets Care sold 85.5 lakh shares.
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Circuit filter changes and ASM framework adjustments affect several small-cap stocks.
Negative Developments
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TruCap Finance: Credit ratings downgraded by CARE and Infomerics.
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Bajaj Finance: MD Anup Saha resigned; Rajeev Jain to take over as VC & MD in Q2 FY25.
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Havells India: Net profit fell to ₹352 crore vs ₹411 crore YoY; revenue also declined.
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Oberoi Realty: Net profit dropped to ₹421.25 crore vs ₹584.51 crore YoY; revenue fell.
Investors should keep an eye on these stocks for potential trading opportunities and reactions to these corporate developments.
