Cipla s June quarter earnings are anticipated to reveal a mixed performance, with robust India sales partially offsetting challenges in the US generics market. Revenue is expected to increase, while EBITDA margins may decline due to lower US contributions. Investor attention will be directed towards the US business trajectory, pricing dynamics, and the resurgence of India s trade generics segment.

India s residential property market shows signs of recovery with a 1% YoY sales volume increase in June 2025, ending a year-long decline. Sales value surged 23% driven by larger deals and improved confidence. Delhi-NCR leads the rebound, while western markets face contraction. New launches are up in select cities, but overall volumes remain challenged.

Market expert Nischal Maheshwari suggests caution regarding the IT sector due to macroeconomic uncertainties. He prefers stock-specific approaches for mid and small-cap IT companies. Within pharma, CRAMS is favored due to its China-plus-one strategy. A strong resurgence is anticipated in the consumer sector s second half, driven by positive macroeconomic factors. Investors should remain patient and invested in the consumer sector.

GNG Electronics’ IPO saw strong demand, subscribed 15.11 times by Day 2. Retail and NII participation was robust, and GMP indicates a 42% listing premium. The company, India’s top refurbisher, posted strong growth with a 46% revenue CAGR. Brokerages recommend subscribing, citing scale, market leadership, and formalisation trends.

Tata Motors shares experienced a surge, driven by optimism surrounding potential global trade deals that could lower automobile export tariffs. The US-Japan agreement, reducing tariffs on Japanese car exports, fueled speculation of similar pacts with the EU.

Executive Centre India is preparing to launch its IPO. The company has filed its draft prospectus with SEBI. The IPO includes a fresh issue of shares worth up to Rs 2,600 crore. The funds will be used for investment and general corporate purposes. The company provides premium flexible workspace solutions. It operates in India, Singapore, and the Middle East.

Nestle India s shares plummeted following a 13.4% YoY drop in profit after tax for Q1FY26, reaching Rs 647 crore. Elevated commodity prices and rising operational costs impacted profitability. Despite this, revenue from operations increased by 6% to Rs 5,096 crore, with domestic sales climbing 5.5%.

InMobi, a mobile advertising platform supported by SoftBank, intends to launch an IPO in India. The company aims to raise $1 billion. It plans to appoint arrangers for the Mumbai IPO and submit a draft prospectus this year. InMobi may seek a valuation between $5 billion and $6 billion. It joins other Indian tech startups choosing domestic listings.

Shiv Chanani sees midcaps, smallcaps, and consumption as long-term structural opportunities, backed by India s growth, resilience to global tariffs, justified valuations, strategic cash deployment, and disciplined portfolio building.

Indian benchmark indices experienced a sharp decline on Thursday, primarily driven by losses in IT stocks following disappointing Q1 results and a subdued global outlook. The Nifty IT index led sectoral losses, with stocks like Coforge and Persistent Systems plummeting. Market sentiment was further dampened by Donald Trump s unexpected visit to the Federal Reserve and uncertainty surrounding a U.S.