Sensex Today | Stock Market LIVE Updates: Nifty near 25,200 as all sectors flash green

At 3 PM, benchmark indices were trading firm, supported by broad-based buying. The Sensex rose 234 points to 82,487.95, while the Nifty climbed 85.75 points to 25,168.05.Market breadth remained positive with 2,245 stocks advancing, 1,291 declining, and 118 unchanged on the BSE. Investors appeared upbeat amid easing inflation expectations and steady global cues.#CNBCTV18Market | Inox Wind sees sharp fall from day’s high by more than 6% pic.twitter.com/T0jZYLOzZ3

— CNBC-TV18 (@CNBCTV18Live) July 15, 2025

HSBC has raised its target price on Ola Electric to ₹49 (from ₹45), following a better-than-expected gross margin performance in Q1. The brokerage, however, maintained its ‘Hold’ rating, citing limited near-term upside and structural risks.

In its latest note, HSBC flagged a significant Q1 gross margin beat — 25.8% vs its estimate of 19% — driven by 11% cost savings from Ola’s new Gen-3 scooter platform. This development underscores improved cost efficiencies and manufacturing leverage for the EV maker.

However, analysts remain cautious. HSBC warned that Ola may miss key milestones under the Production Linked Incentive (PLI) scheme for cell manufacturing, putting at risk around ₹1,000 crore in incentives.JM Financial has initiated coverage on Kalyan Jewellers with a ‘Buy’ rating and a target price of ₹700, implying a potential upside of 19.4% from current levels. The brokerage cited strong fundamentals, a capital-light expansion strategy, and favourable industry dynamics as key drivers.Kalyan plans to open 85–90 new stores each year until FY28, leveraging its franchise-led model to scale rapidly without straining its balance sheet. JM expects the company to outpace the organised jewellery industry’s expected CAGR of 20%, gaining market share as consumer preference shifts from unorganised to branded players.

C Vijayakumar, CEO & MD of HCLTech, said the margin was impacted due to lower utilisation and the delayed ramp-up of a project.Himadri Specialty Chemicals Ltd reported a 48.2% year-on-year rise in net profit to ₹181.7 crore for the June quarter, even as revenue declined 6.8% to ₹1,118.3 crore.Despite the top-line dip, EBITDA rose 27.9% to ₹245 crore from ₹191.6 crore, supported by improved operational efficiencies. Margins expanded significantly to 21.91% from 15.96% in the year-ago period.#1QWithCNBCTV18 | AWL Agri Business reports its Q1 earnings:

????Net Profit Down 24.5% At ₹236.4 Cr Vs ₹313.2 Cr (YoY)

????Revenue Up 20.5% At ₹17,058.7 Cr Vs ₹14,154 Cr (YoY)

????EBITDA Down 41.5% At ₹366 Cr Vs ₹626.2 Cr (YoY)

????Margin At 2.15% Vs 4.42% (YoY) pic.twitter.com/yj6R5r02AC

— CNBC-TV18 (@CNBCTV18Live) July 15, 2025

Adani Wilmar Ltd’s agri business segment posted a subdued performance in the June quarter, with net profit falling 24.5% year-on-year to ₹236.4 crore from ₹313.2 crore. This came despite a 20.5% rise in revenue to ₹17,058.7 crore.EBITDA declined sharply by 41.5% to ₹366 crore from ₹626.2 crore a year ago, with margins compressing to 2.15% from 4.42% in Q1 FY25.India’s merchandise trade deficit narrowed to $18.78 billion in June 2025, compared to $20.84 billion in the same month last year, according to official data released Friday. This was largely due to a 3.7% year-on-year fall in imports, which came in at $53.92 billion.Exports remained flat at $35.15 billion versus June 2024.

Amit Ramani, CMD, Awfis Space Solutions, On CNBC-TV18

June Trade Data

Exports Unchanged At $35.15 Bn (YoY)

Imports Down 3.7% At $53.92 Bn Vs $56 Bn (YoY)

Trade Deficit At $18.78 Vs $20.84 Bn (YoY)

RBI Governor Sanjay Malhotra Speaks to CNBC-TV18

Foreign banks can go up to 100% ownership, so not allowing 26% seems to defy logic

We will review the requirements when any requests are raised

A little over a month earlier, the Reserve Bank of India (RBI) delivered a bumper cut of 50 basis points in the benchmark interest rate, surprising markets with its impetus for economic growth.

After two consecutive cuts in the repo rate, many thought the RBI may pause in August, until the latest inflation data showed a sharp decline in price rise.

RBI Governor Sanjay Malhotra Speaks to CNBC-TV18

Monetary policy is forward-looking

Neutral stance does not mean we cannot cut rates, but for that, the outlook has to change

The expectation is that inflation will be lower than 3.70%. If it happens, the MPC will take a call on rates

Sacchitanand Uttekar of Tradebulls

Buy Uno Minda with a stop loss of ₹1,088 and a target of ₹1,240

Buy Blue Star with a stop loss of ₹1,850 and a target of ₹2,040

Shrikant Chouhan of Kotak Securities

Buy Ajmera Realty with a target of ₹1,150

Buy Suzlon Energy with a stop loss of ₹64 and a target of ₹75-78

RBI Governor Sanjay Malhotra Speaks to CNBC-TV18

We have a ‘neutral’ stance as decided by the MPC

We can go in either direction, depending on our outlook rather than just looking at current data

MPC has always factored in the evolving situation

If inflation is lower & the forecast is lower, or if the growth is lower, policy rates can be cut

We have to wait and watch on rate cuts

Shailesh Chandra, SIAM President in Conversation with CNBC-TV18

Q1 Is Seasonally A Slow Quarter, It’s Continued From Last Year

Repo Rate, Strong Monsoon Can Drive Rural Demand Along With Festive Demand

Rural Demand Slowdown Is An Inventory Correction

Rural Demand Is Dependent On Monsoon And Financing

Consumer And Commercial Segments Are Dependent On Financing

EV & ICE Both Are Impacted By Rare-earth Magnet Shortage

Discussions Are Going on with the Indian & Chinese governments regarding the Rare-earth Magnet

30 Applications Have Been Made For Rare-earth Magnet Supply

Tesla Coming To India Is Neutral To The Industry

Many EV Companies Would Want To Participate In India’s Growth Story

ICICI Prudential Q1 Results

ICICI Prudential reported their profit numbers. The profit numbers rose to ₹302 crore vs ₹225 crore (YoY).

Total APE In-line With CNBC-TV18 Poll Of `1,864 Cr

Value Of New Biz At ₹457 Cr Vs CNBC-TV18 Poll Of ₹440 Cr (YoY)

VNB Margin At 24.5% Vs CNBC-TV18 Poll Of 23.57%

Total APE (RD)5% At ₹1,864 Cr Vs ₹1,963 Cr

VNB Margin At 24.5% Vs 24% (YoY)

Value Of New Biz (RD)3.2% At ₹457 Cr Vs ₹472 Cr (YoY)

A year after the Reserve Bank of India (RBI) flagged rising attrition in select private banks, there’s a sign of relief. HDFC Bank, India’s largest private sector lender, reported an improvement in employee turnover, with attrition falling below its five-year average of 25%.

CNBC-TV18 Access

The UK’s FTSE 100 index at the London Stock Exchange hit the 9,000 mark for the first time.

#GovernorToCNBCTV18 | @RBI Governor speaks exclusively to @CNBCTV18News‘ @latha_venkatesh — and no big question is off the table. From retail inflation at a 6-year low, to liquidity and global risks — what does it all mean for rates and growth? Catch the most awaited RBI… pic.twitter.com/u8y1eGx55U

— CNBC-TV18 (@CNBCTV18Live) July 15, 2025

Bank of Maharashtra

Sirish Chandran, Editor of evo India Magazine, speaks to CNBC-TV18#FromANI | #Defence officials say, HAL receives 2nd GE-404 Engine for LCA mark 1A fighter jet aircraft programme

Alert: #HAL had told CNBC-TV18 that it’s expected to receive the 2nd engine by July-end pic.twitter.com/ZLyOcCC8na

— CNBC-TV18 (@CNBCTV18Live) July 15, 2025

WeWork India’s IPO consists of 3.3 crore equity shares held by real estate company Embassy Group and 1.03 crore equity shares held by 1 Ariel Way Tenant, a WeWork Global affiliate. The company will not issue new shares.

Mitessh Thakkar, Technical Analyst

Buy ITC with a stop loss of ₹417 and a target of ₹430

Sell Mazagon Dock with a stop loss of ₹3,235 and a target of ₹3,020