Market Outlook: Top Stocks That Were In Focus For The Week Ended 27th Jun’25

Dalal Street sees huge gains amidst positive global cues with Nifty rising above 25500 mark to 9-month high. It’s a good feeling to have the market be where it is because we have come a long way as it’s been a hard couple of months but the bulls have managed to prevail. What led to this rally is of course the easing geopolitical tensions in the Middle East, a sharp 20% drop in crude oil prices from $81/bbl to $67/bbl, and Dollar Index falling to a 2-year low of 97 along with positive global markets as well.

On the domestic front, strong inflows from domestic institutional investors (DIIs) and optimism around a rebound in corporate earnings for Q1FY26 that we have been highlighting also contributed to the rally.

At the start of the June series we did mention that at the previous three June series, the last June series saw a near 1500 points move largely because the last time in the month of June we had the interim budget that came in from the newly formed government but minus of any cues, the June series is typically a bridge month where we see post May cool off and Pre July August bridge. So history suggests 2-3% move on either side in the June series. Staying true to its historical trend, the June series has ended with gains of 2.88% or 715 points.

Another big booster shot that has come in the form of is the possibility of this July 9 tariff deadline being pushed back. We don’t have a tweet or post coming from President Trump but we do have comments coming in from the White House Press Secretary Karoline Leavitt that the July 9 deadline for restarting the tariff for nations are not critical i.e. the exact dates are not critical, perhaps it could be extended but that’s the decision for the President to make.   

As there is still uncertainty around tariff or no tariff, the juggernaut of the market continues to move supported by the global and domestic environment. With this let us present to you our weekly market review.

How Did the Markets Fare Last Week?

On a weekly basis ended on Friday, the Indian benchmark indices ended in green. Sensex and Nifty were up 2.0% each while Midcaps were up 2.3% during the week.

What Might Keep the Markets Busy Into the Next Week?

The coming week will be important from the macro point as we have several data releases that will walk us through the health of the economy. On the domestic front we have the monthly GST collection data for the month of June, then we have monthly Auto sales figures for June, Trade deficit data, Industrial & Manufacturing output, HSBC Manufacturing/Composite/Services PMI, Fiscal deficit, Infrastructure output, Bank Loan Growth, FX Reserves etc.

Globally we have Fed Official Speech, S&P Global Manufacturing/Composite/Services PMI, ISM Manufacturing New Orders & PMI, Initial Jobless Claims among other data releases. As President Trump’s 90-day tariff pause clock is ticking with just 10 days left, and any announcement regarding the same will keep markets busy.         

Crude and FII Flows

Brent Crude Oil Prices slipped 16% from highs of $81/bbl to around $68/bbl after President Trump announced Israel and Iran agreeing to a ceasefire, spurring optimism the worst of the Middle East conflict is over. On the other hand, FIIs continue to remain Net Buyers for the week.

Sector in Focus

Media, Metal & Consumption remained in focus during the week.

Stocks That Remained in Focus During The Week

Akzo Nobel:

• Shares of Akzo Nobel were in focus after the promoters executed a share purchase pact with JSW Paints at a price of Rs 2,762.05 per share, which is a 16% discount to Akzo Nobel's price on Thursday i.e. Rs 3,189.30 per share. This takes the total transaction value to Rs 9,400 crore. Akzo Nobel's promoters will sell their entire 74.76% stake they hold to JSW Paints. Promoters will be selling their stake in Imperial Chemicals, Akzo Nobel Coating International. 

Hitachi Energy:

• Hitachi Energy has received an order from Power Grid Corporation of India to supply 30 units of 765-kilovolt (kV) 500 megavolt-ampere (MVA) single-phase transformers. UHV AC 765 kV transformers enhance the power grid's security, reliability, and efficiency, helping to meet increasing energy demands. Once installed, these transformers can transmit the power equivalent to the average power consumption of 30 million households in India.

HCL Tech:

• HCL Tech announced the launch of its orchestration consultation and implementation services designed to accelerate enterprises’ adoption of Salesforce Agentforce across various industries, including financial services, healthcare, retail and manufacturing, helping them transform into AI-augmented enterprises.

Kaynes Technology:

• Kaynes Technology has set up a wholly owned subsidiary, Kaynes Space Technology Pvt Ltd (KSTPL), to design, develop, and manufacture satellites and mission-specific payloads for diverse applications. KSTPL will also work on modular satellite platforms and indigenous, cost-effective launch vehicles for various orbits, emphasizing reusable and sustainable technologies.

JSW Energy:

• JSW Energy, via its stepdown subsidiary Energizent Power Pvt Ltd, has signed a 25-year PPA with NHPC Ltd for a 300 MW solar-wind hybrid project at a tariff of Rs 3.49/kWh. The project, located in Rajasthan and Andhra Pradesh, is slated for commissioning within 24 months.

Tejas Networks:

• Rakuten Symphony and Tejas Networks, a Tata Group company, have formed a strategic partnership to develop integrated Open RAN solutions and pursue joint go-to-market initiatives in India and globally. They will combine Rakuten Symphony’s CU/DU software, OSS, and cloud capabilities with Tejas’s robust 4G/5G radio portfolio. The collaboration aims to expand 4G and 5G networks worldwide by leveraging technical synergies and coordinated market strategies.

Bondada Engineering:

• The company has set up a new subsidiary, GreenBond RE Park Private Limited, to bolster its presence in the renewable energy sector as part of its long-term strategic vision. The subsidiary will focus on generating, storing, transmitting, and trading power from both conventional and renewable sources, including solar, wind, biomass, hydro, thermal, and others.

Infosys:

• Infosys announced a strategic collaboration with Zoetis, the world’s leading animal health company. This long-term engagement aims to enhance Zoetis’ IT operations and digital capabilities by integrating advanced AI solutions and automation services, providing greater agility to respond to evolving business landscape and customer needs.

BLS E-Services:

• BLS E-Services, via its subsidiary Zero Mass, has signed a definitive agreement to acquire SBI and HDFC Bank Customer Service Points from Sub-K Impact Solutions Ltd’s BC business on a slump sale basis for about Rs 6.5 crore. This strategic move aims to boost financial inclusion and strengthen last-mile banking services across India, with a focus on Andhra Pradesh, Telangana, and other key states.

Supreme Infra:

• Supreme Infrastructure has secured a Rs 450 crore turnkey contract to build a Project Affected Persons (PAP) housing complex in Powai, Mumbai, as part of a Brookfield-backed redevelopment by BSS and Rajeshwar Property Ventures. As EPC contractor for Phase 1, it will construct around 16 lakh sq. ft. of civil, MEP, and infrastructure works over 36 months. This win raises Supreme’s total order book to Rs 1,725 crore, including projects for clients like L&T and Brookfield ventures.

Aurobindo Pharma:

• Aurobindo Pharma’s wholly owned step-down subsidiary, CuraTeQ Biologics s.r.o., has received UK MHRA approval for Dyrupeg™, its pegylated filgrastim biosimilar. Earlier, Dyrupeg™ secured European Commission authorization in April 2025. This marks CuraTeQ’s third MHRA-approved biosimilar, following Bevqolva™ and Zefylti™.

Closing Thoughts

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