On July 21, Indian equity benchmarks ended higher as investors reacted to corporate earnings and global cues. The BSE Sensex gained 442.61 points or 0.54% to close at 82,200.34, while the Nifty 50 rose 122.30 points or 0.49%, ending the day at 25,090.70.
As of 8:25 AM on July 22, GIFT Nifty futures were flat at 25,182.50, suggesting a subdued start to the session.
Let’s look at the key stocks that could move markets on July 22, 2025:
Aditya Birla Group's UltraTech Cement has laid out aggressive expansion plans to stay ahead of its competitors in the cement sector. The company intends to invest ₹2,000 crore every quarter toward increasing capacity. Executives revealed that 10 million tonnes of new capacity are slated to go live before March 2026, further strengthening its position as the nation’s largest cement manufacturer.
PNB Housing Finance reported a 23.2% YoY jump in net profit to ₹533.5 crore for Q1 FY26, up from ₹432.8 crore in the same quarter last year. Revenue from operations rose 14% to ₹2,076 crore, while Net Interest Income (NII) increased 24.2% to ₹688 crore. The company’s gross margin, net of acquisition costs, came in at 4.06%.
Oberoi Realty posted a sharp 28% YoY decline in net profit to ₹421.2 crore for the quarter ended June 30, 2025. This is down from ₹585 crore in Q1 FY25. Revenue also dropped 29.7% year-on-year to ₹987.5 crore, reflecting softer performance across its real estate segments.
Bajaj Finance announced a major leadership change, with Anup Kumar Saha stepping down as Managing Director and board member due to personal reasons. The board accepted his resignation, effective immediately. To ensure stability, the company re-designated Rajeev Jain as Vice-Chairman and Managing Director, following recommendations from the Nomination and Remuneration Committee.
Kerala-based Dhanlaxmi Bank posted a turnaround in Q1 FY26, reporting a net profit of ₹12.18 crore, compared to a net loss of ₹8 crore in the year-ago period. The lender’s Net Interest Income rose 39.3% year-on-year to ₹139 crore, driven by improved asset quality and controlled expenses.
Read More: Adani Group Recent Acquisitions Across Power, Ports, and Cement in H1 2025.
As Q1 FY26 earnings continue to shape investor sentiment, stocks like UltraTech Cement, PNB Housing Finance, and Dhanlaxmi Bank are drawing attention for strong operational updates. Meanwhile, management changes and large equity deals are influencing companies like Bajaj Finance. Markets are expected to remain stock-specific as quarterly results unfold.
Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.
Investments in the securities market are subject to market risks, read all the related documents carefully before investing.
Published on: Jul 22, 2025, 8:38 AM IST
Neha Dubey
Neha Dubey is a Content Analyst with 3 years of experience in financial journalism, having written for a leading newswire agency and multiple newspapers. At Angel One, she creates daily content on finance and the economy. Neha holds a degree in Economics and a Master’s in Journalism.
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