G Chokkalingam, founder and head of research at Equinomics Research expects markets to reward stocks of companies where there is valuation comfort, earnings visibility rather than a broad-based rally.
Analysts note that despite near-term headwinds, L&T continues to witness a healthy ₹15 trillion prospect pipeline for the balance of FY27.
Stocks to watch today: L&T, Asian Paints, Tata Capital, TMPV, ONGC, Netweb Technologies, Adani Enterprises, Adani Ports, Radico Khaitan, Pine Labs, among others, will be in focus today.
The NSE Nifty 50 index has been quoting below its long-term 200-day moving average since February 27, 2026.
IT stocks extended gains as easing crude oil prices and improved domestic outlook supported sentiment, though broader market breadth remained weak
Sensex Today | Stock Market LIVE Updates Tuesday: The GIFT Nifty indicated a negative open for the Nifty50 index. Most Asian markets were trading lower, tracking a decline in technology shares
Valuation comfort is the greatest in large-caps and select midcaps right now, while small-caps deserve caution, said Neeraj Gaurh, director at Anand Rathi Share and Stock Brokers
Suzlon Energy posted 22 per cent Y-o-Y revenue growth to ₹3,829 crore in Q1FY27, while profit slipped 6 per cent Y-o-Y to ₹305 crore.
Notably, the management of DMart has indicated a store expansion target of around 15 per cent annually, implying approximately 75 new stores, which is below the market's expectation.
In the past six months, Cupid stock zoomed 191 per cent, as compared to 6.7 per cent decline in the BSE Sensex.
Analysts say TVS Motor is well positioned to sustain its outperformance, supported by consistent market share gains, a strong premium product pipeline, robust EV momentum, and ongoing capex.
Gravita Metal accounted for ₹92.24 crore, or 2.65 per cent, of the company's turnover, while contributing ₹1 crore, or 0.05 per cent, to Gravita India's net worth.
R R Kabel share price: The stock price of the wires & cables company quoted higher for the third straight trading day, soaring 16 per cent during the period.
HUL's result was a miss as analysts expected Q1FY27 profit to increase in the range of 9-10 per cent on a Y-o-Y basis.
Godfrey Phillips India's Q1 net profit fell 44 per cent to ₹198.39 crore, despite revenue growth. Steep tax increases were cited as the main reason for the decline in the profit.
In the past month, Lodha Developers outperformed the market by surging 38 per cent, as compared to 0.05 per cent rise in the BSE Sensex and 11 per cent rally in the BSE Realty index.
Thus far in the month of July, the Nifty IT index rallied 15 per cent, as compared to 0.6 per cent rise in the Nifty 50.
Post Q1 results, MOFSL has maintained its 'Buy' rating on BEL stock and raised its target price to ₹530 from ₹510, implying an upside of around 30 per cent from the previous close of ₹407.
Coal India reported a net profit of ₹8,849 crore for the first quarter on a year-on-year basis. Total income grew 8.4 per cent year-on-year to ₹48,295 crore.
Bajaj Finance Q1 preview: Analysts expect the NBFC's earnings trajectory to be strong in Q1, driven by healthy disbursement momentum translating into robust AUM growth.