Several Indian companies are in the spotlight as of July 8, 2025, due to recent news and developments that may influence their stock performance. These include Titan, Tata Motors, Kotak Mahindra Bank, JSW Infrastructure, and Mahindra & Mahindra (M&M).
Titan
Titan Company is experiencing notable growth in its consumer business. The company reported a 20% year-on-year growth in its consumer business for the first quarter of FY26. This growth is supported by the expansion of its retail network, with a net addition of 10 stores, bringing the total to 3,322 outlets. Domestic jewellery operations grew by 18% YoY, although consumer sentiment was affected by gold price volatility. The watches business showed a strong 23% YoY growth, while the EyeCare segment grew by 12%. International business surged by approximately 49%, driven by Tanishq's expansion in the US market. The company announced a dividend of Rs 11.0 per share on May 8, 2025, with the record date being July 8, 2025.
Tata Motors
Tata Motors is under observation following a decline in sales reported by its subsidiary, Jaguar Land Rover (JLR). JLR reported a 10.7% year-on-year decline in wholesale volumes, totaling 87,286 units in Q1 FY26. Retail sales also dropped by 15.1% YoY to 94,420 units. The decline was anticipated due to the transition away from older Jaguar models and potential disruptions from new US tariffs. Sequentially, wholesale volumes were down 21.7%, and retail volumes fell by 12.8%. Despite these challenges, Tata Motors' commercial vehicle sales were at 28,989 units. BNP Paribas has given an "Outperform" call on Tata Motors with a target price of Rs 830.
Kotak Mahindra Bank
Kotak Mahindra Bank is in focus following recent Investment Bank Analyst Rating updates. The bank is one of India's leading diversified financial services conglomerates, offering a range of financial solutions. A recent report indicated that Kotak Mahindra Bank would discontinue its Myntra credit card from July 10, with users being shifted to the League card.
JSW Infrastructure
JSW Infrastructure has garnered attention after receiving a Letter of Award from the Syama Prasad Mookerjee Port Authority, Kolkata. The contract involves reconstructing berth 8 and mechanizing berths 7 and 8 at Netaji Subhas Dock under the PPP model. This DBFOT-based project aims to enhance container handling at the Kolkata port. JSW Infrastructure has also received approval for a berth upgrade and automation project at Kolkata Port, involving an estimated investment of 7.4 billion rupees and a construction period of two years. The company's stock is moving sideways in intraday trading.
Mahindra & Mahindra (M&M)
Mahindra & Mahindra (M&M) is also being closely monitored. The company's vehicle production for June stood at 83,435 units, reflecting a 20% increase over the 69,441 units produced in June of the previous year. M&M shares will be in focus after the company received CCI approval to acquire a 58.96% stake in SML Isuzu. M&M will also launch an open offer to buy up to 26% from public shareholders at Rs 1,554.60 per share, as per SEBI takeover norms.
These companies are subject to various market forces and company-specific developments that investors are likely monitoring closely to make informed decisions.
