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July 25, 2025

Daily Morning Report Date: 25.07.2025
NIFTY OUTLOOK: 25062.10 FII: –2133.69 cr DII: +2617.14 cr
As discussed yesterday, market behaviour remained on expected lines. Bulls attempted to break above 25265, touching a high of 25246, but failed and slipped towards our mentioned support of 25043, making a day low of 25018.7.
A long bearish candle has appeared on the daily chart, indicating that the control gained by bulls on Wednesday was overtaken by bears. If this southward trend continues, a decisive breakdown below 25016 could drag Nifty towards 24970–24925. If the supply intensifies, there is also a possibility of testing 24878.
On the upside, 25108 to 25153 may act as immediate resistance zones. A breakout and sustained move above these levels could push Nifty towards 25205–25250.
Bank Nifty Outlook
Spot: 57066.05 PCR: 0.84 Max CE OI: 57000 Max PE OI: 57000
On 24th July 2025, the Bank Nifty index closed at 57066.05, down 0.25% from the previous close.
The index witnessed a range of 465.70 points during the session, hitting a high of 57316.60 and a low of 56850.90.
Technical View – Daily Chart:
Key support and resistance levels for the index are at 56500 and 57350, respectively.
Intraday Trading Strategy:
Buy above 57195 with SL 57151 and target 57320
Sell below 56940 with SL 56980 and target 56810
Indicators & Trend Analysis:
RSI stands at 54.70, indicating neutral momentum (above 70 = overbought, below 30 = oversold)
SMA Analysis: Bank Nifty is trading above all 8 SMAs (5, 10, 20, 30, 50, 100, 150, 200-day)
Candlestick Pattern: No active pattern identified
Macros
1. Dollar index @ 97.32
2. S&P vix @ 15.39
3. Brent crude @ 69.31
4. US 10 years bond yield @ 4.388
Note: Earnings season has started in full swing in the US. Alphabet posted excellent results, but IBM (NYSE: IBM), Honeywell (NASDAQ: HON), and UnitedHealth (NYSE: UHN) failed to impress with their guidance. Tesla slipped 8% after Elon Musk warned of some "rough quarters" ahead.
Caution also prevailed due to President Donald Trump's upcoming August 1 tariff deadline and weaker-than-expected manufacturing data.
On a rare visit to the US central bank, Trump again pressed Powell to cut rates. Trump, who recently called Powell a "numbskull" for not complying with the White House’s demand for a sharp rate cut, said he does not intend to fire Powell despite previous threats.
In Indian markets, Britain and India signed a free trade agreement on Thursday during Prime Minister Narendra Modi’s visit, cutting tariffs on goods like textiles, whisky, and cars, while allowing greater market access for businesses.
Indian shares fell on Thursday, dragged by post-earnings losses in IT and consumer stocks, along with weakness in financials after a three-day rally.
Conclusion: Caution is advised as Nifty may retest a strong support zone.
Contributed by
Ashok bhandari : INH000019549
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CYBERTECH : Approved a USD 5 million investment to partner with Microsoft for developing Azure ArcGIS Geospatial Cloud solutions, backed by Esri.
The investment will be made in its wholly owned US subsidiary, CyberTech Systems and Software Inc., in one or more tranches.
Further details will be shared with stock exchanges as per SEBI regulations when the investment is initiated.
@beatthestreet10
TATVA CHINTAN : Reported Q1 revenue of ₹1,169 Mn, up 11% YoY, led by broad-based segment recovery.
EBITDA rose 37% YoY and 94% QoQ to ₹173 Mn, with margins improving to 14.8% on cost optimization.
PAT came in at ₹66 Mn, up from ₹52 Mn YoY, with PAT margin at 5.7%.
Exports contributed ₹830 Mn, forming 71% of total revenue, indicating a shift from price-sensitive domestic markets.
EPS stood at ₹2.84 vs ₹2.23 YoY.
@beatthestreet10
TATVA CHINTAN : SDA segment revenue stood at ₹394 Mn, up 14% QoQ and 13% YoY, with demand revival expected to accelerate due to Euro 7 norms.
Price pressure in SDA has likely bottomed out, with improving traction in Europe and the US.
The company maintains its 40–70% volume growth guidance, with better visibility for Q2/Q3.
PTC segment revenue was ₹323 Mn, down 17% QoQ but up 9% YoY.
PTC use is being shifted in-house for SDA production, and a key customer is expected to fully commercialize by year-end.
@beatthestreet10
TATVA CHINTAN : PAC segment reported revenue of ₹432 Mn, up 32% QoQ and 11% YoY, supported by strong agrochemical demand and new product approvals for H2 FY26.
Cancer-related pharma intermediates are expected to commercialize by mid-FY27, with a new production block to be operational by Jan 2026.
Electrolyte Salts revenue came in at ₹12 Mn, up 32% QoQ but down 12% YoY.
The segment is gaining traction in energy storage and hybrid vehicle battery markets.
It is expected to contribute ₹15–20 Cr by FY26-end and around 10% of topline by FY27, with customer efficiency ramp-up expected by Sep–Oct 2025.
@beatthestreet10
TATVA CHINTAN : Achieved early-stage success in high-purity chemicals for semiconductors, with pilot deliveries completed and commercial scale targeted from 2029.
The segment, developed over 7–8 years, holds strong long-term potential and will require a new facility for scale-up.
CFO Mr. Ashok Bhutra is stepping down due to relocation.
Company is operating at full capacity since June and is selectively prioritizing products.
Management remains confident about H2 pickup, though no major recovery is seen in the Chinese diesel vehicle market.
@beatthestreet10
TATVA CHINTAN : Company has guided for 25% revenue growth and 20% EBITDA margin in FY26, with visibility until December.
For FY27, another 20–25% growth is expected while maintaining margin levels.
Planned capex of ₹110 Cr in FY26 will focus on new agro intermediates.
R&D spend remains at 1–1.5% of revenue, with long development cycles now showing results.
Business momentum is improving, led by exports, though management remains cautiously optimistic amid global uncertainties and China market weakness.
@beatthestreet10
CG POWER : Reported highest-ever standalone revenue of ₹2,643 Cr in Q1, up 25% YoY.
PAT stood at ₹286 Cr, marking 43% YoY growth.
Order intake rose 56% YoY to ₹4,764 Cr, with order backlog at ₹11,971 Cr, up 70% YoY.
Free cash flow was ₹339 Cr, accounting for 119% of PAT.
ROCE remained strong at 35% (annualized).
@beatthestreet10
CG POWER : Industrial Systems segment reported revenue of ₹1,574 Cr, up 16% YoY.
PBIT came in at ₹172 Cr vs ₹182 Cr YoY, with margins impacted by unfavorable pricing in railway orders and higher commodity costs.
Order intake stood at ₹1,269 Cr, with a backlog of ₹2,920 Cr, up 19% YoY.
Motor prices were hiked by 5% from July 1st to aid margin recovery.
While the LT motor market remains weak, strong HT motor demand is prompting design and capacity investments.
@beatthestreet10
CG POWER : Power Systems segment reported revenue of ₹1,070 Cr, up 43% YoY, with PBIT at ₹225 Cr and a strong margin of 21%.
Order intake surged 111% YoY to ₹3,495 Cr, supported by enhanced go-to-market strategy.
Order backlog rose 97% YoY to ₹9,051 Cr, ensuring robust execution pipeline.
Existing capacity to double to 40,000 MVA by September, with a new 45,000 MVA plant under construction.
Short delivery bookings for the new plant to start soon, and export expansion for transformers is underway.
@beatthestreet10
CG POWER : Consolidated revenue for Q1 stood at ₹2,878 Cr, up 29% YoY, with PAT at ₹267 Cr, rising 11% YoY.
Order intake grew 62% YoY to ₹5,138 Cr, while order backlog rose 82% YoY to ₹13,728 Cr.
ROCE stood at 33%, and operating cash flow was ₹441 Cr, 165% of PAT.
Capex of ₹383 Cr was largely driven by CG Semi.
Margins were impacted by CG Semi investment and underutilization at European facilities.
@beatthestreet10

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