Smallcap stocks
Q1 results season begins: Pace of downgrades may slowdown. Top Nifty, midcap, smallcap stock ideas
As Q1 results season begins, experts predict an end to earnings downgrades, with midcaps expected to lead growth. While Nifty50 faces challenges, certain sectors like EMS and real estate are poised for significant profit jumps. Analysts suggest a mixed trend initially, followed by a stronger recovery in the second half of FY26, with potential upgrades on the horizon. Here are top stock ideas from 4 brokerages.
Fund Manager Talk | Sorbh Gupta explains why it's a good time to look at smallcap stocks
Despite a small-cap rally, many stocks lag, creating opportunities for active stock pickers. Bajaj Finserv AMC's Sorbh Gupta highlights emerging sectors like defense and power equipment, emphasizing forensic research to avoid value traps. He anticipates a cyclical recovery boosting corporate earnings, advising investors to consider quality small-cap funds for long-term growth.
Multibagger smallcap stock shoots up by 43% in 3 days as Mukul Agrawal buys 5 lakh shares
Monolithisch India shares surged 43% in three sessions, hitting an all-time high after ace investor Mukul Agrawal acquired a 2.3% stake. The stock has soared over 200% since IPO, driven by strong earnings and rising client base.
6,000-point Sensex rally overshadows market's real story: Smallcaps are staging a revolt
India's stock market anticipates a shift as smallcaps show signs of resurgence, potentially stealing the spotlight from largecaps in the second half of 2025. While the Sensex has surged, smallcaps are staging a comeback driven by improving fundamentals, stronger flows, and supportive liquidity. However, caution remains due to stretched valuations and the need for earnings to catch up.
Marathon Nxtgen Realty bulk deal: Nomura sells over 4 lakh shares worth Rs 29 crore
Nomura sold 4.4 lakh shares of Marathon Nxtgen Realty for ₹29 crore, while NECTA Bloom offloaded 3.6 lakh shares. The stock has outperformed Nifty YTD with 15% gains.
Tata Motors shares in focus after JLR wholesales and retail sales decline in Q1FY26
Tata Motors shares may see focus as Jaguar Land Rover (JLR) reported a 10.7% YoY decline in wholesale units for Q1FY26, totaling 87,286 vehicles, impacted by Jaguar model wind-down and US tariffs. Retail sales also fell 15.1%. Despite volume declines, JLR prioritized high-margin vehicles, with Range Rover, Range Rover Sport, and Defender models comprising 77.2% of total wholesales.
Suzlon Energy shares in focus after NSE, BSE issue 'no adverse observations' for merger with subsidiary
Suzlon Energy has received stock exchange approval for its restructuring plan, which includes reorganising reserves to offset accumulated losses. The move is aimed at cleaning up the balance sheet, potentially boosting investor confidence and dividend capacity.
Stock market holiday today for Muharram? Check if NSE and BSE are open on July 7
India’s stock markets, including NSE and BSE, are open today, Monday, July 7, 2025, as no holiday has been declared for Muharram. The religious observance of Ashura fell on Sunday, July 6, when markets were already closed. As a result, there is no impact on today’s trading schedule. Regular banking, postal, and government services are also operating normally.
RVNL shares in focus after securing Rs 143 crore order from South Central Railway
RVNL shares will be in focus after the company secured a Rs 143.3 crore order from South Central Railway to upgrade the electric traction system in the Salem division. The project involves transitioning from a 1x25 kV to a 2x25 kV system to help meet a 3,000 metric tonne loading target. The contract is to be executed within 24 months.
Cochin Shipyard shares in focus after MoU with HD Korea Shipbuilding
Cochin Shipyard shares will be in focus after it signed a strategic MoU with South Korea’s HD Korea Shipbuilding & Offshore Engineering (KSOE). The partnership aims to explore global shipbuilding opportunities, share technical expertise, and enhance productivity. The agreement also includes workforce upskilling and collaboration on maritime projects, aligning with India’s goal to become a global maritime hub.
Senco Gold shares hit 5% upper circuit after Q1 revenue jumps 28% on festive-fuelled demand
Senco Gold remains on track to open 20 new stores in FY26, having already launched nine, with franchise expansion underway across lifestyle brands. Despite Q2’s seasonal softness, early monsoon, stable macros, and upcoming festivals are expected to support demand. The company is pushing diamond and lightweight jewellery, while noting rising interest in 14K–18K pieces amid a broader shift toward 9K.
Dixon Technologies gets B&K ‘buy’ tag, sees 25% upside on electronics outsourcing tailwind
B&K Securities has initiated a 'Buy' rating for Dixon Technologies, projecting a 25% upside, driven by India's electronics manufacturing push and outsourcing trends. Dixon is expected to benefit from growth in mobile, IT hardware, and EVs, with revenue and PAT CAGRs estimated at 42% and 69%, respectively, between FY25 and FY27.
Jammu & Kashmir Bank shares jump 3% as ace investor Mukul Agrawal buys 1.3% stake in June quarter
Mukul Mahavir Agrawal acquired a 1.27% stake in Jammu & Kashmir Bank during the June 2024 quarter. The bank reported a 9.5% YoY growth in total business in Q1FY26, with deposits up 12% and advances up 5.5%. While Q4 net profit declined due to higher provisions, the board recommended a 215% dividend payout.
Laurus Labs shares zoom 19% to hit new all-time high. Is there more heat left?
Laurus Labs surged over 19% in 11 days, hitting a record high of Rs 799.4. Analysts see strong bullish momentum supported by a multi-year breakout, volume patterns, and technical indicators, but advise caution for fresh buyers due to overbought conditions and potential profit-booking zones.
Tourism Finance Corporation board to meet on July 10 to consider stock split
Tourism Finance Corporation of India (TFCI) will consider a stock split at its board meeting on July 10. The move follows a stellar run in 2025, with the stock gaining 58% year-to-date and hitting a fresh 52-week high.
Travel Food Services IPO set to open on Monday; Check GMP, price band, other key details
Travel Food Services will launch its IPO on July 7. The IPO closes on July 9, 2025. The company aims to raise Rs 2,000 crore through an offer for sale. Anchor investors have already invested Rs 599 crore. The price band is set at Rs 1,045 to Rs 1,100 per share.
VRL Logistics approves 1:1 bonus issue; check record date
VRL Logistics has announced its maiden bonus issue, approving a 1:1 bonus ratio at its July 4 board meeting. Shareholders will receive one bonus share for every share held, with the record date to be announced later. The bonus shares will be issued from eligible reserves and are expected to be credited by September 2, 2025.
Are NSE and BSE closed on July 7 for Muharram 2025?
stock market holiday: The Indian stock market has observed 14 holidays so far in 2025, with the last being on May 1 for Maharashtra Day. The next holiday falls on August 15 for Independence Day. Other key upcoming holidays include Ganesh Chaturthi, Gandhi Jayanti, Diwali, and Christmas. Both NSE and BSE will remain closed on these days as per the official holiday calendar.
Sensex falls! These stocks are down 5% or more on BSE
In the Nifty pack, 20 stocks were trading in the green, while 30 stocks were trading in the red.
Sensex rises! These stocks surged over 5% on BSE
The BSE Sensex closed 270.01 up at 83712.51 on Tuesday.
Dreamfolks sees Rs 11-cr stake sale by Bajaj Finance, others via bulk deal; shares tank 12%
According to exchange data, Bajaj Finance offloaded 3.09 lakh shares at Rs 196.32 apiece, totalling Rs 6 crore. Motilal Oswal Mutual Fund sold 2.7 lakh shares at Rs 211.14, fetching Rs 5.7. crore, while HRTI Private Limited exited 2.61 lakh shares at Rs 196.48, amounting to Rs 5.1 crore.
Sensex falls! But these stocks gained over 10% on BSE
In the Nifty 50 index, 11 stocks ended in the green, while 39 stocks closed in the red in today's trade.
HDFC Bank Q1 update: Advances grow 7%, deposits rise 16% YoY
HDFC Bank’s gross advances rose 6.7% YoY to Rs 26.53 lakh crore as of June 30, 2025. Average advances under management stood at Rs 27.42 lakh crore in Q1 FY26, up 8.3% YoY, while period-end advances reached Rs 27.82 lakh crore, reflecting 8% annual growth. Sequential growth remained modest, indicating steady but measured credit expansion.
Jane Street Exit: Why Nuvama could feel the heat while BSE stays largely unscathed
SEBI's interim ban on Jane Street is likely to impact Indian equity derivatives unevenly. While BSE may escape largely unscathed due to minimal FPI exposure, Nuvama could face earnings pressure, according to Jefferies. The crackdown comes amid allegations of manipulation, with SEBI freezing over Rs 4,800 crore in suspected profits.
Titan shares tumble 5% after Q1 business update fails to impress D-Street
Titan share price declined 4.8% following the release of its Q1 business update, which revealed a 20% YoY growth in its consumer business and the addition of 10 stores. Domestic jewellery operations saw an 18% increase, but gold price volatility impacted consumer sentiment.
Sensex rises! These stocks gained over 10% on BSE
In the Nifty 50 index, 26 stocks ended in the green, while 24 stocks closed in the red in today's trade.
Sensex rises! But these stocks fell 5% or more in Monday's session
In the Nifty pack, 22 stocks closed in the green, while 28 stocks ended in the red.
Sensex falls! But these stocks are up over 10% on BSE
In the Nifty 50 index, 20 stocks were trading in the green, while 30 stocks were trading in the red.
Bullish setup for Nifty, Bank Nifty; pharma, oil & gas to remain in focus: Rajesh Palviya
Rajesh Palviya of Axis Securities sees bullish momentum continuing as Nifty holds above key support. Pharma, oil & gas, and capital goods are showing strong breakouts. Glenmark and Reliance are top picks. Meanwhile, Trent may consolidate between Rs 5,000–Rs 6,000, offering a potential buy on dips opportunity for long-term investors.
FII flows turn negative in July amid caution over trade talks, earnings outlook
Foreign institutional investors (FIIs), who had been net buyers in May and June, have turned sellers in the first week of July, reflecting a cautious sentiment amid global uncertainty and stretched valuations in the Indian market.
FII selloff in IT stocks tops Rs 16,500 cr in Q1. Time to buy or bail?
Despite a Rs 16,500 crore FII selloff in IT stocks in Q1FY26, the BSE IT index rose 5.5%, driven by mid and smallcap outperformance. Stocks like Expleo, Intellect Design, and Nucleus surged, even as TCS lagged. Market sentiment hinges on Q1 results and potential US-India trade developments.
Jane Street ban won’t derail India’s market momentum, says Angel One founder Dinesh Thakkar
Angel One’s Dinesh Thakkar believes SEBI’s action against Jane Street will not derail India’s market momentum, which he says is driven by strong structural factors. He welcomed the crackdown for strengthening governance and transparency. With global players like Citadel and Optiver entering India, Thakkar emphasized that India’s capital markets remain resilient, liquid, and poised for long-term growth.
Sensex rises! But these stocks fell 5% or more in Friday's session
In the Nifty pack, 29 stocks closed in the green, while 21 stocks ended in the red.
Mahindra Group-owned smallcap stock goes ex-dividend today with Rs 104.50 per share
Swaraj Engines trades ex-dividend from June 27 for a record Rs 104.50/share payout, the highest in its history. The dividend will be credited by July 15. The M&M-backed stock has delivered over 100% returns in 2 years.
Ahead of Market: 10 things that will decide stock market action on Friday
Indian markets ended lower on Thursday, dragged by IT stocks and caution ahead of TCS earnings and a possible U.S.-India trade deal. Analysts noted muted sentiment, particularly in large-cap stocks, while mid- and small-caps showed resilience.
Sensex falls! But these stocks gained over 10% on BSE
In the Nifty 50 index, 23 stocks ended in the green, while 27 stocks closed in the red in today's trade.
Sensex falls! But these stocks are up over 10% on BSE
In the Nifty 50 index, 21 stocks were trading in the green, while 29 stocks were trading in the red.
Sensex falls! These stocks are down 5% or more on BSE
In the Nifty pack, 24 stocks were trading in the green, while 26 stocks were trading in the red.
Sensex falls! But these stocks are up over 10% on BSE
In the Nifty 50 index, 20 stocks were trading in the green, while 30 stocks were trading in the red.
Sensex rises! But these stocks fell 5% or more in Tuesday's session
In the Nifty pack, 26 stocks closed in the green, while 24 stocks ended in the red.
Sensex rises! But these stocks fell 5% or more in Tuesday's session
In the Nifty pack, 24 stocks closed in the green, while 26 stocks ended in the red.
Sensex falls! But these stocks gained over 10% on BSE
In the Nifty 50 index, 22 stocks ended in the green, while 28 stocks closed in the red in today's trade.
Sensex rises! These stocks gained over 10% on BSE
In the Nifty 50 index, 24 stocks ended in the green, while 26 stocks closed in the red in today's trade.
Sensex falls! These stocks fell 5% or more in Monday's session
In the Nifty pack, 20 stocks closed in the green, while 30 stocks ended in the red.
Sensex rises! These stocks gained over 10% on BSE
In the Nifty 50 index, 22 stocks ended in the green, while 28 stocks closed in the red in today's trade.
Sensex falls! These stocks are down 5% or more on BSE
In the Nifty pack, 21 stocks were trading in the green, while 29 stocks were trading in the red.
Sensex rises! But these stocks are down 5% or more on BSE
In the Nifty pack, 24 stocks were trading in the green, while 26 stocks were trading in the red.
Sensex rises! These stocks are up over 10% on BSE
In the Nifty 50 index, 18 stocks were trading in the green, while 32 stocks were trading in the red.
NTPC shares fall 4% after 0.9% equity changes hands via block deals
NTPC shares fell 4% following block deals involving 0.9% of its equity, though the buyers and sellers remain unknown. This decline occurred amidst strong trading volumes and precedes a board meeting to consider raising up to Rs 18,000 crore through bond issuance. Despite a strong Q4 net profit, operating performance showed some weakness, with EBITDA and margins declining.
Sensex rises! But these stocks are down 5% or more on BSE
In the Nifty pack, 33 stocks were trading in the green, while 17 stocks were trading in the red.
Sensex falls! These stocks fell 5% or more in Thursday's session
In the Nifty pack, 21 stocks closed in the green, while 29 stocks ended in the red.
Sensex falls! These stocks fell 5% or more in Wednesday's session
In the Nifty pack, 23 stocks closed in the green, while 27 stocks ended in the red.
Beyond the benchmarks: Why smallcap funds can outperform in long term
Indian equity markets show resilience, with smallcaps emerging as compelling long-term investment opportunities due to sound fundamentals and attractive valuations. Investor sentiment is shifting positively, reflected in the Nifty Smallcap 100's impressive gains. Favorable sectoral trends, such as RBI rate cuts and the China plus one strategy, further boost smallcap growth potential.
Sensex falls! These stocks are down 5% or more on BSE
In the Nifty pack, 22 stocks were trading in the green, while 28 stocks were trading in the red.
Oil India, ONGC, and other oil stocks in focus as crude hits 5-month high after U.S. strikes Iranian nuclear sites
Oil and gas stocks may see movement. Crude oil prices increased after U.S. airstrikes on Iranian nuclear sites. Brent and WTI crude both rose sharply. This followed President Trump's announcement of strikes with Israeli forces. Concerns are rising about Middle East instability. Iran has promised retaliation. There are worries Iran might block the Strait of Hormuz.
Sensex rises! But these stocks are down 5% or more on BSE
In the Nifty pack, 28 stocks were trading in the green, while 22 stocks were trading in the red.
Sensex falls! But these stocks are up over 5% on BSE
The BSE Sensex was trading 4.84 down at 83692.45 on Wednesday.
Sensex rises! But these stocks are down 5% or more on BSE
In the Nifty pack, 29 stocks were trading in the green, while 21 stocks were trading in the red.
Sensex rises! These stocks are up over 10% on BSE
In the Nifty 50 index, 30 stocks were trading in the green, while 20 stocks were trading in the red.
Sensex falls! But these stocks surged over 5% on BSE
The BSE Sensex closed 452.44 down at 83606.46 on Monday.
Market to perform well in mid-long term; small & midcaps attractive post dips: Harshad Patwardhan
Harshad Patwardhan of Union MF anticipates positive market performance in the medium to long run. Near-term, Middle East events and the expiration of President Trump's exemption require attention. Mid and small caps now offer attractive risk-reward. Investors should consider flexicap schemes via SIPs. India's macroeconomic fundamentals are strong. Focus should be on increased consumption and private capex.
Sensex falls! But these stocks gained over 10% on BSE
In the Nifty 50 index, 20 stocks ended in the green, while 30 stocks closed in the red in today's trade.
Hindalco shares in focus after subsidiary acquires US-based AluChem for $125 mn
Hindalco's subsidiary has acquired US-based AluChem for $125 million, marking its entry into the low-soda tabular alumina space. The move boosts Hindalco’s speciality alumina portfolio, strengthens its North American footprint, and aligns with its strategy to lead in high-tech, value-added materials.
Sensex falls! But these stocks are up over 10% on BSE
In the Nifty 50 index, 17 stocks were trading in the green, while 33 stocks were trading in the red.
Aurobindo Pharma shares rise 2% after subsidiary CuraTeQ gets UK nod for Dyrupeg
Aurobindo Pharma shares: In the March quarter, Aurobindo Pharma posted a consolidated revenue of ₹8,382.1 crore, marking an 11% increase compared to the same period last year, aligning closely with market expectations. This growth was primarily fueled by a 13.5% year-on-year rise in US formulation sales and a 17.2% increase in European formulation sales.
IRCTC shares jump 2% as Indian Railways to hike passenger fares from July 1
Indian Railways is set to increase passenger fares from July 1, 2025, impacting Mail/Express and AC class tickets. Non-AC fares will rise by 1 paisa per kilometre, while AC fares will increase by 2 paise. Suburban and second-class travel up to 500 km will remain unaffected.
KPIT Tech shares fall over 5% after caution on slower deal closures, demand uncertainty
KPIT Technologies' shares declined by 5.4% due to a flagged weak demand environment and slower deal closures. Despite this, the company's board approved the complete acquisition of Caresoft’s Global Engineering Solutions business, pending certain closing conditions. The revenues from Caresoft are expected to be consolidated starting in Q2FY26, potentially adding approximately 4% to KPIT’s overall revenue in FY26 over FY25.
ACME Solar shares jump 3% after securing Rs 1,072 crore refinancing for 250 MW project in Rajasthan
ACME Solar share price: ACME Solar has secured Rs 1,072 crore in refinancing for its 250 MW Rajasthan project, lowering its debt cost to 8.5%. The move is part of a broader strategy to optimise capital structure, with analysts maintaining a ‘Strong Buy’ rating on the stock.
HAL shares in focus as delay-hit Tejas jets to reach IAF by March
Hindustan Aeronautics Ltd (HAL) shares will be in focus after CMD D.K. Sunil assured that the IAF will receive at least six Tejas LCA Mk-1A jets by March 2026. The delay, he said, was due to GE Aerospace missing engine delivery deadlines. The IAF had earlier raised concerns over the lag in the fighter jet induction timeline.
Ashish Kacholia-backed smallcap stock jumps 18% on heavy trade volumes. Do you own?
Shares of Aeroflex Industries climbed as much as 17.9% on Thursday to Rs 206.10 on the BSE, as heavy volumes and strong technical momentum powered a sharp rally in the smallcap stock backed by veteran investor Ashish Kacholia.
Sensex rises! But these stocks are down 5% or more on BSE
In the Nifty pack, 43 stocks were trading in the green, while 7 stocks were trading in the red.
Enviro Infra Engineers shares soar 11% after bagging Rs 306 crore orders in Chhattisgarh
Enviro Infra Engineers' shares surged over 10% following the announcement of new project orders worth ₹306.30 crore for sewage treatment infrastructure in Chhattisgarh. The EPC contracts encompass multiple STPs with 15-year O&M agreements. Sanjay Jain highlighted the company's commitment to delivering sustainable solutions for water management.
Cochin Shipyard shares in focus after subsidiary wins order for luxury river cruise vessels
Cochin Shipyard’s shares will be in focus after its subsidiary Hooghly CSL secured a Rs 100–250 crore order to build luxury cruise vessels for Antara River Cruises. While Q4 profit rose 10.8% YoY, margins contracted sharply. Despite bullish technical indicators, analysts remain cautious, with a 'Hold' rating and a 40% downside implied from the average target price.
HG Infra Engineering shares jump over 4% on emerging as lowest bidder for Rs 118 crore naval dockyard project
HG Infra Engineering's share price rose sharply after it won a contract for a project at the Naval Dockyard in Mumbai. The Military Engineer Services awarded the contract. The project involves developing an Integrated Material Handling Facility. However, the company reported a decline in net profit and revenue for the quarter ended March 2025.
Sensex rises! These stocks are up over 10% on BSE
In the Nifty 50 index, 41 stocks were trading in the green, while 9 stocks were trading in the red.
Dr Lal PathLabs, Metropolis, other diagnostic stocks fall up to 3% after Amazon launches home testing service
Shares of diagnostic companies fell after Amazon India launched home diagnostics services in six major cities. The move, in partnership with Orange Health Labs, adds competition to traditional players like Dr Lal PathLabs and Metropolis, prompting investor concerns. Amazon Diagnostics offers over 800 tests with rapid doorstep collection and digital integration.
Ujjivan, ESAF, Equitas, and other small finance bank shares rally up to 6% as RBI eases priority sector lending norms
Shares of small finance banks (SFBs) jumped up to 6% on Monday after the RBI relaxed priority sector lending (PSL) norms, lowering the mandatory target from 75% to 60% starting FY26. ESAF SFB led the rally with a 6% gain, followed by Ujjivan, Utkarsh, Equitas, Suryoday, Jana, and AU SFB, all posting solid intraday gains.
Granules India shares in focus after US FDA flags observation at Telangana API facility
The US FDA issued a Form 483 observation for its Telangana API facility. While not a final non-compliance verdict, the company plans a timely response. The facility is key for paracetamol API production. The stock has fallen 19% YTD but remains a ‘Strong Buy’.
Dixon Technologies shares in focus after promoter offloads 2.77% stake for over Rs 2,221 crore
Dixon Technologies shares will be in focus after promoter Sunil Vachani sold a 2.77% stake worth over Rs 2,221 crore, reducing his holding to 2.57%. The combined promoter holding fell to 29.5% from 32.27%. Motilal Oswal Mutual Fund bought 2.39% in the deal.
Ideaforge Technology shares hit 10% upper circuit after bagging Rs 137 crores order to supply mini UAVs to MoD
Ideaforge Technology shares surged 10% after winning a Rs 137 crore defence order to supply Mini UAVs to the Ministry of Defence. Despite strong YTD gains and technical strength, analysts remain cautious with a ‘Sell’ rating. Ideaforge leads in indigenous drone deployment with a strong presence across defence and infrastructure sectors.
Sensex rises! But these stocks fell 5% or more in Tuesday's session
In the Nifty pack, 33 stocks closed in the green, while 17 stocks ended in the red.
Sensex rises! These stocks gained over 10% on BSE
In the Nifty 50 index, 33 stocks ended in the green, while 17 stocks closed in the red in today's trade.
Sensex rises! But these stocks are down 5% or more on BSE
In the Nifty pack, 45 stocks were trading in the green, while 5 stocks were trading in the red.
