Top Stocks to Watch on July 1: Apollo Hospitals, IREDA, HUDCO, and More

The Indian stock market is set to open on a positive note on July 1, with several key stocks expected to be in focus. Companies like Apollo Hospitals, IREDA, HUDCO, and Kalpataru are among those that investors should keep an eye on.

Apollo HospitalsIredaHudcoKalpataruMarutiReal EstateJul 01, 2025

Top Stocks to Watch on July 1: Apollo Hospitals, IREDA, HUDCO, and More

Real Estate:The Indian stock market is poised to open in the green on July 1, as indicated by the Gift NIFTY futures, which suggest a 21-point rise in the NIFTY50 index. Several key stocks are expected to be in the spotlight today, including Apollo Hospitals, IREDA, HUDCO, Kalpataru, and Maruti. Here’s a detailed look at what to watch:

Apollo Hospitals is making significant moves to unlock value in its omnichannel pharmacy and digital health businesses. The company's board has approved a separate listing of these segments within 18-21 months. This decision is part of a broader reorganisation strategy to enhance shareholder value.

Shares of Kalpataru and Ellenbarrie Industrial Gases will be listed on the stock exchanges today, marking a significant milestone for these companies.

The auto sector will also be in focus as major players like Maruti, Tata Motors, Eicher Motors, Bajaj Auto, M&M, and Escorts Kubota release their June 2025 sales numbers. These figures will provide insights into the performance of the industry during the month.

HCLTech has announced a strategic partnership with OpenAI, becoming one of the first services partners to offer OpenAI's AI solutions. The company will roll out ChatGPT Enterprise and OpenAI APIs internally to provide its employees with secure, enterprise-grade generative AI tools.

Cochin Shipyard Limited (CSL) has secured a new order for two 70-tonne Bollard Pull Tugs from Polestar Maritime Ltd. This order follows an earlier one for three similar tugs placed with Udupi Cochin Shipyard Ltd, a wholly-owned subsidiary of CSL. The contract is valued at approximately Rs 120 crore and will strengthen Polestar Maritime's fleet.

YES Bank is another company to watch, as Japan's Sumitomo Mitsui Banking Corporation (SMBC) seeks clearance from the CCI to acquire a 20% stake in the private sector lender. This move follows the announcement by SBI and seven other lenders to sell their combined 20% stake in YES Bank to SMBC for Rs 13,483 crore, making it the largest cross-border investment in the Indian banking sector.

Raymond Realty, the demerged real estate venture from Raymond Ltd, will list its shares on the stock exchanges on July 1. This listing is a significant step for the company, marking its entry into the public market.

NTPC Green Energy Limited (NGEL) has announced the commercial operation of a 64.7-MW capacity, part of a 1,255-MW solar power project in Gujarat. This development is a significant milestone in NTPC's renewable energy portfolio.

CNC Automation has seen a major divestment, with individual investors Paresh Mohanlal Parekh and Vijay Mohanlal Parekh offloading a total of 6.02% stake in Jyoti CNC Automation for Rs 1,489 crore through open market transactions. The transaction was executed at a price range of Rs 1,087.01-1,087.45 per share.

NHPC has announced the retirement of Raj Kumar Chaudhary as Chairman and Managing Director upon attaining superannuation. Chaudhary, who took over as CMD on August 7, 2024, has made significant contributions to the company during his tenure.

Aditya Birla Capital has received a substantial investment from the Asian Infrastructure Investment Bank (AIIB), which has subscribed to Rs 1,301.25 crore of Non-Convertible Debentures (NCDs) issued by the company. This investment aims to support India's transition toward a sustainable infrastructure ecosystem, particularly in the renewable energy and e-mobility sectors.

IREDA has reported strong performance in the June quarter of FY26, with a 29% YoY growth in loans sanctioned to Rs 11,740 crore and a 31% YoY increase in loan disbursements to Rs 6,981 crore. The company's loan book outstanding stands at Rs 79,960 crore, up 27% YoY.

Hindustan Copper has entered into a pact with Coal India to jointly identify and evaluate opportunities in the copper and critical mineral sectors. This collaboration aims to explore partnerships with global companies in these areas.

HUDCO has reported strong business performance in Q1 FY26, achieving loan sanctions of Rs 33,904 crore and loan disbursements of Rs 12,812 crore, showing a 54% growth over the previous quarter. The company remains committed to supporting the development of infrastructure in India.

SJVN Green Energy has begun commercial electricity supply of an additional 100.02 MW from its 1,000 MW solar power project at Bikaner in Rajasthan. The project has now achieved a total commercial operation date of 501.02 MW out of the total 1,000 MW.

Piramal Enterprises has announced that its asset under management (AUM) is expected to cross Rs 1 lakh crore during the current financial year, driven by strong performance across its retail and wholesale businesses. The company's consolidated AUM grew by 17% to Rs 80,689 crore in FY25.

Kalpataru Projects has secured new orders worth Rs 989 crore in the power transmission and distribution (T&D) sector, bringing its total order intake to Rs 7,150 crore in FY26. This growth underscores the company's strong position in the T&D market.

SKF India plans to invest up to Rs 1,460 crore by 2030 to enhance its manufacturing capabilities across key facilities in industrial and automotive segments. The company is committed to expanding its operations and maintaining its leadership in the bearings market.

These developments highlight the dynamic nature of the Indian stock market and the key players shaping its future. Investors should keep a close watch on these stocks to make informed decisions.

Frequently Asked Questions

What is the significance of Apollo Hospitals' board approval for a separate listing of its omnichannel pharmacy and digital health businesses?

The board approval for a separate listing of Apollo Hospitals' omnichannel pharmacy and digital health businesses is significant as it aims to unlock value and enhance shareholder returns. This move reflects the company's strategic focus on growth and innovation in the healthcare sector.

Why are the sales numbers of automobile companies like Maruti and Bajaj Auto important?

The sales numbers of automobile companies like Maruti and Bajaj Auto are crucial as they provide insights into the performance and demand trends in the auto industry. These figures help investors and analysts gauge the health of the sector and make informed investment decisions.

What is the impact of HCLTech's partnership with OpenAI?

HCLTech's partnership with OpenAI is expected to drive enterprise-scale AI adoption and provide customers with advanced AI solutions. This strategic move positions HCLTech as a leader in the AI services market and enhances its competitive edge.

What does the new order for tugs from Polestar Maritime mean for Cochin Shipyard Limited?

The new order for tugs from Polestar Maritime is a significant win for Cochin Shipyard Limited, as it strengthens the company's order book and reinforces its position in the shipbuilding industry. This contract also highlights the growing demand for specialized maritime services.

Why is the investment from AIIB in Aditya Birla Capital important?

The investment from AIIB in Aditya Birla Capital is important as it supports the company's efforts to finance sustainable infrastructure projects, particularly in the renewable energy and e-mobility sectors. This investment underscores the growing focus on sustainable development in India.