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SASI KUMAR SEBI RA

1st Aug 2025 · SEBI-Registered Analyst

Stocks to Watch Today – 1st Aug, 2025.

Auto Stocks will stay in focus as July sales data rolls in today. Gujarat Gas signed a deal with Waaree Energy to supply 50,000 scmd of PNG to a lithium-ion cell unit in Valsad. The plant is under construction and expected to go live in Q4 FY26. Alfa Transformers: CFO Bikash Kumar Dutt resigned, effective July 31. Deepak Nitrite: Subsidiary Deepak Chem Tech raised ₹50 crore by issuing 50 lakh 9% OCRPS to the parent company. RPP Infra bagged a new order worth ₹1.43 crore for installing a stretcher-cum-passenger elevator at NNTPS. PNB Housing Finance: MD & CEO Girish Kousgi resigned, effective October 28, 2025. Bulk Deals SG Mart: Abakkus Diversified Alpha Fund sold 8 lakh shares @ ₹325, and Abakkus Growth Fund-2 sold 8 lakh shares @ ₹325.06. Deal size: ₹52 crore. V2 Retail: Motilal Oswal MF offloaded 1.9 lakh shares @ ₹1,868.3. Deal value: ₹35.5 crore. EPACK Durable: India Advantage Fund S4-I sold 20 lakh shares @ ₹380.37, worth ₹76.07 crore (held 2.55% as of June). UPL Partly Paid Shares: Morgan Stanley bought 15.8 lakh shares @ ₹520.54 (₹82.2 crore). Sellers included Rajasthan Global Securities (4.85 lakh @ ₹518.12) and Shreyans Mehta (4.95 lakh @ ₹523.64). Listings Today Mainboard: • Shanti Gold International SME Segment: • Shree Refrigerations • Sellowrap Industries • Patel Chem Specialities

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