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Dr. D K Sunil, CMD, Hindustan Aeronautics Ltd (HAL) On CNBC-TV18

Copper and other industrial metals extended losses after US President Donald Trump injected fresh uncertainty into his trade agenda with a pledge to impose a 10% tariff on any country aligned with the BRICS bloc of nations.

 Prakash Diwan, Market Expert

On markets

By and large, the market will continue to march ahead on the anticipation of improvement in numbers. June quarter updates, while they might be a mixed bag for the banking sector, for example, but some of the gold jewellery companies, some of the FMCG plays, they have started giving some sort of a promise.

And if that were to happen, you’ll probably see a very strong sector rotation as well, because there are sectors which have still not participated in this over the last two months, and my sense is that the market will probably look for opportunities there.

On IndusInd Bank

We have had a fallout which has been fairly drastic in terms of what impact it has. It’s no surprise that some of the metrics will start decorating. But what is interesting is that the market is pencilling in a hope trade here that nothing more could go wrong.

There’s not much of worse news flow that would hit the stock. And whatever happens is going to be incrementally positive. So that’s the reason why the short term moves probably look a bit deceptive.

But these things need much more effort, time, resources to repair. IndusInd Bank will have to go through that grind. Don’t expect fireworks just because some new CEO gets appointed.

You will have to have a CEO, but it won’t make such a big difference till the organic improvement happens. So not something which I like, especially when you have much more promising plays in the same space available in the same size available. So I would give it a pass.

Smartworks Coworking Spaces has fixed a price band between ₹387 and ₹407 per share for its initial public offering (IPO) that will open for subscription on July 10 and conclude on July 14. Investors can bid for a minimum of 36 shares and in multiples thereof.

According to Harshit Kapadia of Elara Capital on CNBC-TV18, Bharat Dynamics and Bharat Electronics (BEL) are expected to benefit the most from the recent Defence Acquisition Council (DAC) approvals.

Additionally, the government is aiming to encourage domestic drone manufacturers to cut reliance on Chinese components.

Futures on Wall Street are trading with losses at the culmination of the long Independence Day weekend ahead of US President Donald Trump’s looming reciprocal tariff deadline.

Borosil Renewables shares rose 3% after its German subsidiary filed for bankruptcy.

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 #CNBCTV18Market | Market opens flat, Nifty below 25,500 pic.twitter.com/IVMEVNiL5C

— CNBC-TV18 (@CNBCTV18Live) July 7, 2025

Puravankara plans to redevelop eight housing societies in Mumbai, with an estimated gross development value (GDV) of ₹2,100 crore.

DCX Systems | Granted an Industrial License to Manufacture Defence Equipment

Federation of Automobile Dealers Associations (FADA), Auto Data

Q1 Overall Retail Volumes Up 4.85% YoY

Q1 Two-Wheeler Retail Volumes Up 5%, Three-Wheeler 11.8%, Tractor 6.3%

Q1 Passenger Vehicle Retail Volumes Up 2.6%, Commercial Vehicle Up 1% YoY

FADA June Data

Total Sales Down 9.4% MoM & Up 5% YoY At 20.03 Lakh Units

Two-wheeler Sales Down 12.48% MoM & Up 4.73% YoY At 14.46 Lakh Units

Commercial Vehicle Sales Down 2.97% MoM & 6.60% YoY At 73,367 Units

 #RupeeCheck | Rupee Opens At 85.57/$ Vs Friday’s Close Of 85.39/$ pic.twitter.com/c3QdVG7enr

— CNBC-TV18 (@CNBCTV18Live) July 7, 2025

Amitendu Palit, Senior Research Fellow at the Institute of South Asian Studies, National University of Singapore, told CNBC-TV18 that the US is likely to shift towards non-tariff measures and may put pressure on India to maintain its current foreign exchange rate policies.

JSW Energy adds 261 MW renewable capacity (solar 189MW, wind 72MW), taking total installed capacity to 12.8 GW.

JSW Energy commissions 261 MW green energy projects, boosts total installed capacity to 12,760 MW. Renewables now 56%.

The initial public offering (IPO) of Travel Food Services, operating a travel quick-service restaurant and a lounge business across airports in India and Malaysia, will open for subscription on Monday, July 7. The issue closes on July 9.

Jubilant FoodWorks shares are in the spotlight on Monday, July 7, following a strong Q1FY26 performance, according to its business update. However, brokerages hold mixed opinions on the stock.

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#JustIN | Keystone Realtors Q1 Update

–Pre-sales up 75% YoY & up 25% QoQ at ₹1,068 Cr

–Area sold up 159% YoY & up 9% QoQ at 0.63 msf

–Collections up 19% YoY & down 23% QoQ at ₹575 Cr

–Added 3 proj having saleable area of 3.25 msf & estimated GDV of ₹7,727 cr pic.twitter.com/Pm7tyhHl0g

— CNBC-TV18 (@CNBCTV18Live) July 7, 2025

Donald Trump took to Truth Social warning BRICS countries over alleged ‘Anti-American’ Policies

Kalyan Q1 Update#JustIN | US Tariff Letters, Deals Will Be Delivered Starting 12:00 p.m. (ET)/9:30 pm IST Mon, July 7: #DonaldTrump on Truth Social pic.twitter.com/hIyd0W35mo

— CNBC-TV18 (@CNBCTV18Live) July 7, 2025

SEBI’s interim order against Jane Street highlights its emphasis on governance. Given Jane Street’s significant presence, this action could affect market volumes.

#CNBCTV18Market | Moderating share of high-margin loans, uncertainty around new CEO keep us underweight: MS on #IndusInd pic.twitter.com/UHxN51DEd6

— CNBC-TV18 (@CNBCTV18Live) July 7, 2025

Shares of FSN E-Commerce Ventures Ltd., the parent company of fashion and beauty retailer Nykaa, are in focus on Monday, July 7, after the company released projections of its first quarter performance on Sunday.

Morgan Stanley on Eternal

Overweight | Target Price: ₹320

Eternal has named Aditya Mangal as the new CEO of its food ordering and delivery segment. Mangal, who joined the company in 2021, previously served as Head of Product for the same business. While senior leadership changes may create mixed investor sentiment, Morgan Stanley points out that companies like Zomato have managed to grow their market share despite several top-level changes in recent years.

Morgan Stanley on Jubilant Foodworks

Overweight | Target Price: ₹781

Jubilant Foodworks reported an 18% YoY rise in standalone Q1 revenue, matching Morgan Stanley’s estimate. This was driven by a strong 11.6% like-for-like (LFL) sales growth and a 10% increase in store count, with 61 net new stores added (up from 40 in Q4FY25).

Momentum from the previous quarter’s 12.1% LFL growth continued. Consolidated Q1 revenue grew 17% YoY, beating estimates by 3%. However, Domino’s Turkey saw a 2.2% decline in LFL growth (vs. +0.9% in Q4FY25), with 6 net new stores added, bringing the total to 752.

HSBC on GCPL

Buy, TP ₹1,420

India revenues grew by high-single digits (mid-single digit volume growth), and consolidated revenues, by double-digits

Home care: broad-based with double-digit value and volume growth. India business (ex soaps) performance very strong

Margins to pick up in H2FY26e; no change to guidance.

CLSA on GCPL

U-P, TP ₹1,062

Q1 Update

CO indicated high, single-digit sales growth for standalone business with mid-single digit underlying volume growth

This is slightly below forecast of 10% standalone growth.

Consolidated rupee revenue growth is likely to be double-digits compared with estimate of 11% & broadly inline

Remain cautious as believe investor expectations of mid-teen value growth for FY26 might be too high.NewsLive TVMarketPopular CategoriesCalculatorsTrending NowLet's Connect with CNBCTV 18Network 18 Group :©TV18 Broadcast Limited. All rights reserved.