Stocks to Watch Today: Emcure Pharma, Bajaj Finance, Bandhan Bank, Marico, Sterling Powergensys, Piramal Pharma, Godavari Biorefineries in focus on 4 July- Grow Mudra

Stocks to Watch Today: Emcure Pharma, Bajaj Finance, Bandhan Bank, Marico, Sterling Powergensys, Piramal Pharma, Godavari Biorefineries in focus on 4 July

04 Jul , 2025 By : Debdeep Gupta

Let's catch up on the latest news from the stock market. From significant investments to major deals, quarterly earnings, appointments, order wins, and acquisitions, here’s a quick look at which stocks will be in focus in today's trade:

Q1FY26 Earnings Update (Provisional)

Bajaj Finance Q1 (YoY)

Customer franchise as of June 2025 stood at 106.51 million Vs 88.11 million as of June 2024

New loans booked grows 23% to 13.49 million Vs 10.97 million

Assets under management (AUM) soars 25% to Rs 4.41 lakh crore Vs Rs 3.54 lakh crore

Deposits book increases 15% to Rs 72,100 crore Vs Rs 62,774 crore

Suryoday Small Finance Bank Q1 (YoY)

Gross advances grow 20% to Rs 10,846 crore Vs Rs 9,037 crore

Disbursement increases 30% to Rs 2,261 crore Vs Rs 1,740 crore

Total deposit soars 39% to Rs 11,312 crore Vs Rs 8,137 crore

CASA jumps 39% to Rs 2,003 crore Vs Rs 1,439 crore

GNPA surges to 8.5% Vs 2.7% (Vs 7.1% QoQ)

Bajaj Housing Finance Q1 (YoY)

Gross disbursement zooms 22% to Rs 14,640 crore Vs Rs 12,004 crore

AUM jumps 24% to Rs 1.20 lakh crore Vs Rs 97,071 crore

Loan assets (AR) stand at Rs 1.06 lakh crore Vs Rs 85,283 crore

Bank of Baroda Q1 (YoY)

Global business soars 10.7% to Rs 26.43 lakh crore Vs Rs 23.87 lakh crore

Global deposits increase 9.1% to Rs 14.36 lakh crore Vs Rs 13.16 lakh crore

Global advances grow 12.6% to Rs 12.07 lakh crore Vs Rs 10.7 lakh crore

Domestic deposits jump 8.1% to Rs 12.04 lakh crore Vs Rs 11.14 lakh crore

Domestic advances surge 12.5% to Rs 9.91 lakh crore Vs Rs 8.82 lakh crore

RBL Bank Q1 (YoY)

Total deposits grow 11% to Rs 1.12 lakh crore Vs Rs 1.01 lakh crore

CASA increases 11% to Rs 36,606 crore Vs Rs 33,003 crore

Gross advances jumps 9% to Rs 96,704 crore Vs Rs 88,443 crore

CASA ratio stands at 32.5% Vs 32.6%

UCO Bank Q1 (YoY)

Total business soars 13.7% to Rs 5.24 lakh crore Vs Rs 4.61 lakh crore

Total advances grow 16.6% to Rs 2.25 lakh crore Vs Rs 1.93 lakh crore

Total deposit increases 11.6% to Rs 2.99 lakh crore Vs Rs 2.68 lakh crore

Domestic advances surge 19.8% to Rs 2 lakh crore Vs Rs 1.67 lakh crore

Domestic deposit grows 9.8% to Rs 2.80 lakh crore Vs Rs 2.55 lakh crore

Punjab & Sind Bank Q1 (YoY)

Total business jumps 10.9% to Rs 2.31 lakh crore Vs Rs 2.08 lakh crore

Total deposits grow 8.8% to Rs 1.31 lakh crore Vs Rs 1.21 lakh crore

Gross advances increase 13.9% to Rs 99,946 crore Vs Rs 87,738 crore

Bandhan Bank Q1 (YoY)

Loans & advances (on Book PTC) soar 6.4% to Rs 1.33 lakh crore Vs Rs 1.25 lakh crore

Total deposits grow 16.1% to Rs 1.55 lakh crore Vs Rs 1.33 lakh crore

Bulk deposits jump 19.6% to Rs 49,147 crore Vs Rs 41,009 crore

CASA deposits fall 5.8% to Rs 41,859 crore Vs Rs 44,456 crore

CASA ratio drops to 27.06% Vs 33.37%

AWL Agri Business Q1 (YoY)

Company experienced a challenging quarter due to convergence of headwinds

Company sees 4?cline in overall volumes, with rice category being the key drag

Core categories delivered healthy volume growth, and revenue rises 21%, driven by higher edible oil realisation

Quick commerce sales maintains strong momentum, delivering over 75% growth

Revenue from alternate channels—Modern Trade, ecommerce, quick commerce, and e-B2B—surpassed Rs 3,900 crore over last twelve months

On LTM basis, branded exports volume grows 22% and surpassed Rs 300 crore revenue

Edible oils volume decline by 2% due to continued pressure on palm oil sales

Excluding G2G business, revenue from the Food & FMCG segment falls 2%

Marico Q1

Company expects gradual improvement in the quarters ahead, supported by easing inflation, favourable monsoon season and policy stimulus

Underlying volume growth in the India business continued to improve sequentially to reach a multi-quarter high

Parachute witnessed a marginal dip in volumes in the unprecedented hyperinflationary input cost and pricing conditions

Saffola Oils posted healthy performance with revenue growth in high twenties, backed by mid-single digit volume growth

Value Added Hair Oils grew in low double-digit

International business delivered high-teen constant currency growth, driven by broad-based growth across most markets

Bangladesh continued to exhibit visible resilience with high-teen constant currency growth

Consolidated revenue growth YoY stood in low twenties, marking strong start towards delivering double-digit growth on a full year basis

Vedanta Q1 (YoY)

Aluminium production grows 1% to 6.05 lakh tonnes Vs 5.96 lakh tonnes

Saleable metal production drops 5% to 2.5 lakh tonnes Vs 2.62 lakh tonnes

Zinc international production soars 50% to 57,000 tonnes Vs 38,000 tonnes

Oil & gas production declines 17% to 93,200 boepd Vs 1,12,400 boepd

Stocks to Watch

Emcure Pharmaceuticals

BC Investments IV (Bain Capital) is likely to sell a 2.4% equity stake in the company via block deals, reports CNBC-TV18 quoting sources. The deal size may be around Rs 551 crore. As of March 2025, BC Investments IV held an 8.68% stake in Emcure.

Piramal Pharma

American investment giant Carlyle Group is planning to sell up to a 10% stake in Piramal Pharma via block trades, which could earn the private equity firm around Rs 2,600–2,700 crore, sources told Moneycontrol. As of March 2025, Carlyle held an 18% stake in Piramal Pharma.

Sterling Powergensys

The Government of Maharashtra has issued an offer letter for mega projects to Sterling Powergensys.

Reliance Industries

Reliance Retail Ventures (RRVL) announced a strategic minority investment in UK-based FACEGYM, a global innovator in facial fitness and skincare. This marks a pivotal step in RRVL’s continued expansion into the high-growth beauty and wellness space.

Godavari Biorefineries

The company has been granted a patent in Europe for its novel anticancer molecule. This patent is now validated in Spain, the UK, and as a Unitary Patent. It covers a highly potent anticancer compound with proven efficacy against cancer and cancer stem cells, under the Anti-Cancer Research segment.

Oil and Natural Gas Corporation (ONGC)

ONGC has signed an agreement with Japan’s Mitsui O.S.K. Lines to build, own, and operate two Very Large Ethane Carriers (VLECs). These carriers will transport imported ethane to ONGC Petro Additions (OPaL), a subsidiary of ONGC, for captive feedstock use.

Indian Energy Exchange

India’s electricity exchange achieved a traded volume of 10,852 MU in June 2025, marking 6.5% YoY growth. The Day-Ahead Market (DAM), including HPDAM, achieved 4,610 MU, down 5% YoY, while the Real-Time Market (RTM) volume rose 34% YoY to 4,312 MU.

ICICI Lombard General Insurance Company

The Bombay High Court set aside a GST demand order and directed the adjudicating authority to re-hear the matter in light of the GST Council’s decisions and circulars. In December 2023, the company received an order demanding Rs 1,728.9 crore in GST and a Rs 172.9 crore penalty for the period from July 2017 to March 2022. The company had filed a writ petition against the order.

Kaynes Technology India

The company approved a further investment of $17.7 million to acquire 17.52 million shares in its subsidiary, Kaynes Holding Pte, at $1.01 per share in one or more tranches.

InterGlobe Aviation

IndiGo has appointed Amitabh Kant as a Non-Executive Director on the Board of InterGlobe Aviation, subject to regulatory and shareholder approvals.

NMDC

The Board has appointed G Anupama as Whole-Time Chief Financial Officer of the company until a new Whole-Time Director (Finance) takes charge or until further orders. G Anupama is currently the Chief General Manager (Finance).

Force Motors

Total sales in June grew by 13.2% to 2,889 units, up from 2,553 units YoY. Domestic sales rose 13.63% to 2,801 units, while export sales remained unchanged at 88 units.

Aegis Logistics

The company has commissioned its liquified petroleum gas (LPG) cryogenic terminal at Pipavav for storage and terminalling of LPG, with a static storage capacity of 48,000 MT.

Bulk Deals

FSN E-Commerce Ventures Nykaa

NRI Harinderpal Singh Banga sold 6 crore shares (2.1% stake) at Rs 202.57 per share, totaling Rs 1,215.42 crore. As of March 2025, he held a 4.97% stake in Nykaa.

Ellenbarrie Industrial Gases

Motilal Oswal Mutual Fund acquired 9 lakh shares (0.64% stake) in the company at Rs 567.11 per share.

GRM Overseas

Saint Capital Fund bought 3.33 lakh shares (0.54% stake) at Rs 364.83 per share.

Indogulf Cropsciences

Rajasthan Global Securities, AU Small Finance Bank, and South Indian Bank each sold 3.8 lakh shares at Rs 111–111.17 per share. Meanwhile, Satish Singhal acquired 3.6 lakh shares at Rs 111 per share.

Block Deals

Bank of Maharashtra

BNP Paribas Financial Markets has acquired 24.75 lakh shares in the bank at a price of Rs 56.66 per share from Citigroup Global Markets Mauritius.

Swiggy

BNP Paribas Financial Markets bought 3.2 lakh shares at Rs 381 per share from Citigroup Global Markets Mauritius.

SME Listing on July 4

Neetu Yoshi

Adcounty Media India

Stocks Trade Ex-Dividend

Axis Bank

Mahindra & Mahindra

Nestle India