📈 Key Stocks to Watch on  Tata Motors, Kotak Bank, Titan & More

Indian markets showed cautious trading on Monday, with the BSE Sensex edging up just 9.61 points to close at 83,442.50, while the Nifty50 remained nearly flat at 25,461.30. Investors weighed mixed global cues against ongoing geopolitical uncertainties as we enter another busy trading week.

📅 Corporate Actions Today

🔍 Stocks in Focus: Key Developments

🚗 Tata Motors

Jaguar Land Rover (JLR) reported a 10.7% YoY decline in Q1 FY26 wholesales, primarily due to the phase-out of older Jaguar models and US tariff impacts. Retail sales fell 15.1% YoY, reflecting broader challenges in the luxury segment.

🏦 Kotak Mahindra Bank

The private lender showed healthy growth with 14% YoY increase in net advances to ₹4.45 lakh crore. Sequential growth stood at 4.2%, indicating steady lending momentum.

🚜 Mahindra & Mahindra (M&M)

June 2025 production jumped 20% YoY, with sales growing 14% YoY. Export numbers saw modest 1% growth, suggesting stable international demand.

💎 Titan Company

The jewellery segment delivered 18% YoY growth domestically, boosted by Akshaya Tritiya demand. However, soaring gold prices led to flat buyer growth, with consumers preferring lightweight and lower karatage jewellery.

⚓ JSW Infrastructure

Secured a major 30-year concession project worth ₹740 crore for Kolkata Port's berth reconstruction and mechanization, signaling strong growth in port operations.

🏗️ Macrotech Developers (Lodha)

Reported 10% YoY growth in pre-sales (₹4,450 crore) and added 5 new projects with combined GDV of ₹22,700 crore, demonstrating robust real estate demand.

💡 Other Notable Developments

• 🧪 Navin Fluorine: Launched ₹750 crore QIP at floor price of ₹4,798.28/share
• 🛍️ Phoenix Mills: Retail sales up 12% YoY; leased 4.07 lakh sq. ft. office space
• 🏦 J&K Bank: Investor Mukul Agrawal acquired 1.27% stake (1.4 crore shares)
• 🏭 Refex Industries: Won ₹250 crore ash management contract
• 🛣️ SPML Infra: Secured ₹205 crore credit facility for projects

📊 Market Outlook: What Traders Should Watch

As we navigate July 8 trading, market participants should focus on:

1. Q1 updates from major companies across sectors
2. Impact of corporate actions on stock prices
3. Global cues including US tariff developments and commodity price movements
4. Sector rotation as auto, banking, and real estate show mixed trends

Happy Trading! 💼📊

⚠️ Disclaimer: This article is for Educational purposes only and should not be considered as investment advice. 📈 Always consult a trusted advisor from MBC Trading Platform before making any investment decisions.