Wednesday, July 16, 2025

Research Report : Indian Financial Markets Outlook - 17th July 2025


 Ravi Bhatt
Sebi Registered Research Analyst - INH000012591
Website - www.capsavaj.com 

India close to signing trade deal with US, Trump is optimistic

Markets in Asia – Pacific region traded in range on Thursday morning amid some relief from uncertainty over U.S. trade tariffs and interest rates, while chipmaking stocks underperformed ahead of closely watched earnings from bellwether TSMC. Japan’s Nikkei 225 fell 0.3%, while the TOPIX was flat. Trade data for June showed sustained weakness in the country’s exports, amid pressure from U.S. tariffs on steel and automobiles.

The GIFT Nifty was trading near 25,270 early Thursday. The futures contract based on the benchmark Nifty 50 was up 0.15% at 25,270 indicating a start in the green for the Indian markets. Earlier, Trump stated that US is very close to sign deal with India. India's benchmark equity indices snapped four sessions of losses to close higher on Tuesday, led by gains in auto and financial stocks. HCL Technologies Ltd. took a beating after June quarter disappointed.

Fundamental Update

  • L&T Technology - Services Q1FY26 (QoQ) Revenue down 3.9% to Rs 2,866 crore versus Rs 2,982 crore. EBIT down 3% to Rs 381.30 crore versus Rs 394 crore. Negative
  • JTL Industries - Q1FY26 (YoY) Revenue up 5.5% to Rs 544 crore versus Rs 516 crore Ebitda down 41.5% at Rs 23.4 crore versus Rs 40 crore. Negative
  • Tech Mahindra - Q1FY26 (QoQ) Revenue flat at Rs 13,351.20 crore versus Rs 13,384 crore. EBIT up 7% at Rs 1,477.10 crore versus Rs 1,378 crore. Neutral
  • Angel One - Q1FY26 (QoQ) Total Income up 8.03% at Rs 1143 crore versus Rs 1058 crore. Net profit down 34.48% at Rs 114 crore versus Rs 174 crore. Neutral

Technical Update

  • NIFTY – Nifty made some gain on buying on dips to settle at 25,212 on Wednesday. Index is facing resistance at 17 day EMA of 25,265 while 25K is near term support. Today’s range – 25,050 – 25,350.
  • BANKNIFTY – Bank nifty slowly moved upwards to close at 57,168 on Wednesday. Index taken strong support at 17 day EMA of 56,875 while 57,500 is near term resistance. Today’s range – 56,950 – 57,500.

Disclaimer: This report is prepared by an analyst who has exercised due diligence in checking the correctness and authenticity of the information before publishing research report. We shall not be in any way responsible for any loss or damage in analysis or views obtained from the use of information contained in this report and especially states that we have no financial liability whatsoever to the user of this report.

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