Stocks to Watch Today

Consumer Discretionary, White Goods, Textiles (+ve) GST rationalisation expected with only two slabs: 5% and 12%. Cement (+ve) Likely GST rate cut from 28% to 18%. Fertiliser, Semiconductor, Defence (+ve) PM Modi highlights focus on fertilizers and semiconductors in I-Day speech.

, , (-ve) Sin/Luxury goods may attract higher taxation of ~40%. , JSW Steel (+ve) Commerce Ministry recommends extending safeguard duty on steel imports. DGTR proposes 3-year safeguard duty; anti-dumping duty imposed on some steel varieties from Vietnam. Swiggy (+ve) Platform fee raised to ₹14/order (earlier ₹10–12) ahead of festive season. , , (+ve) S&P upgrades ratings of 7 banks & 3 NBFCs following India’s sovereign upgrade. Revised to “BBB/Stable/A-2” from “BBB-/Positive/A-3”. Vodafone Idea (Mixed) Q1: Revenue ₹11,023 cr vs ₹11,014 cr (+0.1% QoQ). Loss narrows to ₹6,611 cr vs ₹7,166 cr (-7.7% QoQ). EBITDA ₹4,612 cr (-1% QoQ); margin 41.8% (-47 bps). ARPU ₹165 vs ₹164. COO Abhijit Kishore appointed CEO for 3 years, effective Aug 19, 2025. (Mixed) Q1 revenue ₹3,264 cr (+0.6% YoY). Net profit ₹47 cr vs ₹340 cr (-86.2% YoY). EBITDA ₹581 cr (-1.3% YoY); margin 17.8% (-35 bps). Borosil (Inline) Q1 revenue ₹233 cr (+5.2% YoY). Net profit ₹17.4 cr (+87.4% YoY). EBITDA ₹37.3 cr (+11.7% YoY); margin improves to 16% (+94 bps). Alembic Pharma (+ve) Received final USFDA approval for ANDA Tretinoin Cream. OMCs (+ve) Trump-Putin meet did not mention any fresh sanctions on Russian oil.