As the Indian stock market enters a new month, investors are keenly watching recommendations from leading market experts to navigate potential opportunities. Here's a compilation of stocks favored by top analysts on August 1, 2025.
Expert Recommendations
Several experts are highlighting specific stocks based on technical and fundamental analysis.
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Nuvama Professional Clients Group: Aakash K Hindocha from Nuvama Professional Clients Group recommends buying shares of Jindal Steel, Ajanta Pharma, and Godrej Agrovet. Hindocha anticipates range-bound trading for Nifty between 24600 and 25010, advising caution below 24600. Bank Nifty's positive trend targets 56800/57100, contingent on holding above 55800.
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Vaishali Parekh: Vaishali Parekh suggests considering Havells India, with a buy price of Rs. 1525, a target of Rs. 1585, and a stop loss at Rs. 1500.
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Anand Rathi: Anand Rathi is bullish on Happiest Minds Technologies, setting a target price of Rs 790, indicating a potential 31.5% upside. The firm's investment rationale highlights inorganic growth, a verticalized structure, and a dedicated AI unit.
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Motilal Oswal: Motilal Oswal recommends Bharat Electronics, Avenue Supermarts, and M&M for up to 37% upside.
Stocks in Focus
Several stocks are expected to be in the spotlight today, August 1, 2025, due to various factors:
- Ex-Dividend Stocks: Shares of Bharat Heavy Electricals (BHEL), Maruti Suzuki India, Chennai Petroleum Corporation, Eicher Motors, Bata India, and 49 other companies are set to trade ex-dividend. Other key companies include Gandhar Oil Refinery (India), Amara Raja Energy & Mobility, Cholamandalam Financial Holdings, LT Foods, Premier Energies, PTC India, REC, Varun Beverages, Redtape, and United Spirits.
- Vedanta Limited: Vedanta Ltd reported an 11.7 per cent YoY drop in net profit to Rs 3,185 crore for Q1FY26, hit by lower aluminium and copper prices despite strong demand. Revenue rose 5.8 per cent to Rs 37,824 crore from Rs 35,764 crore a year ago. The company also declared a Rs 7 dividend for the shareholders of the company.
- Gujarat Gas, Coal India, JSW Energy, Swiggy: These are other stocks to watch.
Market Trends and Analysis
- Nifty Outlook: Kotak Securities' expert, Amol Athawale, notes that 24,900 will be a crucial level for Nifty. If the market breaks above this level, a directional move toward the positive side could follow, potentially reaching 25,000 or even 25,100. As long as the market trades below 24,900, it remains range-bound.
- US Tariffs Impact: The market saw a downturn following U.S. President Donald Trump 's announcement of a 25 per cent tariff on goods imported from India starting August 1. However, experts believe the tariff is temporary, part of ongoing trade negotiations.
- FII and DII Activity: Foreign institutional investors (FIIs) extended their selling streak, while domestic institutional investors (DIIs) remained steady net buyers. The persistent FII outflows may weigh on largecaps, but DII support could help cushion the downside.
ETFs to Consider
- Betashares India Quality ETF (ASX: IIND): This ETF gives investors access to some of the country's highest-quality companies, selected based on high profitability, low leverage, and high earnings stability.
- Betashares Global Defence ETF (ASX: ARMR): This ETF invests in global companies involved in defence equipment, aerospace technology, intelligence, and cybersecurity.
Disclaimer: It is important to note that these recommendations are based on the analysis of individual experts and broking companies. Investors should consult with certified experts before making any investment decisions, as market conditions can change rapidly, and individual circumstances may vary.
