The global markets are trading on a positive note, which might boost domestic investors’ sentiments. If you’re unsure which stock to focus on in Tuesday’s trade. Here are updates on all the stocks making headlines. You can check these stocks to stay informed about all the key developments.
Earlier on Monday, the NSE Nifty 50 closed the session 121 points or 0.47% lower at 25,517, while the BSE Sensex declined 452 points or 0.54% to close at 83,606.
Stocks to watch on July 01, 2025
Bharat Forge
Bharat Forge on Monday announced a major internal restructuring of its defence business, along with an upward revision in the acquisition cost of AAM India Manufacturing Corporation Private Limited. As part of the realignment, Bharat Forge will transfer select defence-related assets and obligations to its wholly owned subsidiary Kalyani Strategic Systems Ltd through an itemised sale. The move is expected to sharpen operational focus and enhance strategic clarity in the defence sector. The transaction will be carried out at fair value, based on an independent valuation, the company said.
Hindustan Unilever
Hindustan Unilever (HUL) is confident of stronger growth in FY26, after delivering a 2% revenue growth in FY25, chairman Nitin Paranjpe said on Monday. “We are working on strengthening our portfolio with the new ‘Aspire’ framework. This strategy is aimed at not only strengthening our core, but also the future core and new segments which we are going to develop,” Paranjpe said at the company’s ninety-second annual general meeting (AGM).
Nykaa
FSN E-Commerce Ventures, the parent company of Nykaa, is setting its sights high for the coming years with the company unveiling its ambitious targets of a 22–25% revenue growth annually and a breakeven in its fashion segment by FY26. Analysts are optimistic, highlighting several strategic levers that could propel Nykaa’s next phase of growth. The company management, on its Annual Investors Day, said that India’s lifestyle and discretionary spending categories are expected to grow steadily over the next several years.
Delhivery
Delhivery has received a Rs 1.32 crore penalty order from Delhi’s income tax department. In an exchange filing, the company stated that it received the penalty order on June 28 from the Assessing Officer of Central Circle 18, Delhi. As per the exchange filing, the order pertains to certain expenses of Rs 3.95 crore by the company during the financial year 2015-16. The company did not mention the expenses.
Reliance Infrastructure
Reliance Defence, promoted by the Anil Ambani-led Reliance Infrastructure, has formed a strategic partnership with US-based defence contractor Coastal Mechanics to tap into India’s Rs 20,000 crore market for defence maintenance, repair, overhaul (MRO), and upgrade services. The two companies will jointly offer end-to-end MRO and lifecycle support solutions for the Indian defence forces, covering a wide range of platforms including Jaguar and MiG-29 fighter jets, Apache attack helicopters, L-70 air defence guns, and other legacy systems.
Hindustan Copper
Hindustan Copper signed a Memorandum of Understanding with Coal India to jointly evaluate opportunities in the copper and critical minerals sectors. “Hindustan Copper (HCL) has executed an MoU with Coal India Limited (CIL) on 30.06.2025. The primary focus is to jointly identify and evaluate opportunities in the copper and critical minerals sectors, and to explore participation in partnerships with renowned global companies in these sectors. This MoU does not constitute a legally binding relationship between the parties as per the conditions set out in the MoU,” said Hindustan Copper in a stock exchange filing.
IREDA
Indian Renewable Energy Development Agency (IREDA) shared its business update for the April-June quarter on Monday, June 30. The loans sanctioned by the company during the quarter increased by 29% on a year-on-year basis to Rs 11,740 crore, in comparison to the Rs 9,136 crore it had sanctioned during the same quarter last year. Disbursements of loans increased by 31% from the year-ago quarter to Rs 6,981 crore. IREDA had disbursed loans worth Rs 5,326 crore in the base quarter.
Kalpataru Projects
Kalpataru Projects International (KPIL) said the company, along with its international subsidiaries, has secured new orders and notification of awards worth approximately Rs 989 crore. The fresh orders pertain to the power transmission & distribution (T&D) segment in overseas markets.
BEL
Bharat Electronics (BEL) has received fresh orders worth Rs 528 crore since its last disclosure on June 20, 2025. The newly secured contracts include a range of defence and strategic equipment such as radars, communication systems, electronic voting machines (EVMs), jammers, shelters, control centres, spares, and related services.