Here's a look at some of the stocks that are expected to be in focus today:
Nykaa (FSN E-Commerce Ventures)
Early investors, Harindarpal Singh Banga and Indra Banga, are planning to sell a 2.1% stake in Nykaa through a block deal, amounting to approximately ₹1,200 crore. The offer price is set at ₹200 per share, which is a 5.5% discount to the last closing price. Goldman Sachs and JP Morgan are managing the deal, with execution expected on July 3 and settlement on July 4, 2025. This sale comes nearly a year after Banga divested a 1.43% stake in August 2024 for ₹851.5 crore. Despite this stake sale, the Nayar family continues to hold 52% of the company and hasn't sold any shares since the IPO.
Nykaa is aiming for mid-20% annual growth in its beauty and personal care (BPC) business over the next five years, focusing on deeper market penetration, premiumization, and enhanced convenience. The company also intends to expand its physical footprint in Tier 2 and 3 cities, increasing its store count from 237 to over 500 by FY30. Nykaa is also eyeing ₹6,000 crore in Gross Merchandise Value (GMV) from its in-house brands by FY30, ramping up its investments in fashion and AI.
On July 2, 2025, Nykaa's shares closed 2.39% higher at ₹212 per share, compared to a 0.35% decline in the Nifty 50. The stock has gained 28.7% so far this year. According to Bloomberg data, 13 analysts have a 'buy' rating on the stock, four recommend a 'hold,' and nine suggest a 'sell'.
DMart (Avenue Supermarts)
DMart's share price today stands at ₹4391.9. Avenue Supermarts Ltd. share price moved down by -1.36% from its previous close of Rs 4,452.40. The stock's 52-week high is ₹5,484.85 and the 52-week low is ₹3,340.
In recent news, DMart is expanding its private label portfolio amid growth. However, the company also faces competitive pressures amid its expansion plans. DMart opened two new stores, bringing the total store count to 424 as of June 30, 2025.
Analysts' recommendations for DMart are mixed, with JM Financial recommending a 'hold' with a target price of ₹3,880 and ICICI Securities suggesting to 'reduce' with a target price of ₹3,500.
PVR Inox
PVR Inox's share price was ₹959.80 as of 04:01 PM IST on July 2nd, 2025, a decrease of 0.50% from the previous closing price of ₹964.60. The 52-week high for PVR Inox is ₹1,748.25 and the 52-week low is ₹825.65. PVR Inox plans to add 200 screens in the next 2 years. The company is also planning to expand re-releases, which brought in ₹124 crore and 7.1 million admissions in FY25.
For FY26, PVR Inox has guided a capex of ₹400-425 crore, with ₹250-300 crore allocated for new projects and the remainder for renovation, maintenance, and IT.
Nestle India
Nestle India is expanding its Maggi production capacity by investing ₹105 crore to add a new production line at its Sanand factory, which will increase capacity by 20,300 tonnes per annum by FY26. The company's board approved its first-ever bonus share issue.
Nestle India's share price today stands at ₹2388. The 52 week high is ₹2778 and 52 week low is ₹2110. The company announced a dividend of Rs 10.0 per share on Apr 24, 2025 with record date of Jul 4, 2025.
Analysts have mixed recommendations for Nestle India, with a mean recommendation of 'hold'.
