All Important things Happend today in ndian Stock Market : Stocks in focus , News , Orders , Announcments , FII-DII data ,IPO

The Indian stock market traded largely range-bound on Wednesday, 2nd July 2025, as investors balanced fresh IPO listings, stock-specific triggers, and cautious global cues ahead of key US economic data. While the Nifty 50 and Sensex hovered near their record levels for much of the day, action was stock-specific with a clear buzz around new listings, pharma approvals, defence orders, and metal price moves.

If you missed the market today, here’s your full, investor-friendly wrap-up with everything that mattered!

✅ HDB Financial Services Debuts Strong

One of the day’s biggest talking points was the Dalal Street debut of HDB Financial Services, the non-banking finance arm backed by HDFC Bank. The ₹12,500 crore IPO, which closed with an oversubscription of 16.7 times, saw the stock list at around a 7% premium over its issue price of ₹740 per share.

HDB’s listing drew keen interest from institutional and retail investors alike, reflecting market confidence in the company’s retail and SME lending portfolio. Analysts suggest keeping a close watch on how the loan book grows this fiscal, especially in an environment where competition among NBFCs is heating up.

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✅ Sambhv Steel Tube IPO Enters Markets

In the small-cap metal space, Sambhv Steel Tube got listed on the exchanges after its ₹540 crore IPO saw a remarkable 28.46 times subscription. The stock opened at a moderate premium and held steady during the session. Sambhv manufactures metal pipes and tubes, and the management has hinted at ramping up exports and capacity expansion.

Market watchers believe investors should track raw material price trends and new order flows to gauge earnings visibility for upcoming quarters.

✅ Lupin: Exclusive USFDA Approval Drives Gains

Pharma major Lupin stayed in focus after announcing that its US arm secured final USFDA approval for Loteprednol Etabonate Ophthalmic Gel, a generic version of a niche eye care drug. What makes this approval special is that Lupin is the exclusive first-to-file for this generic, which gives it 180 days of market exclusivity in the US.

This move could boost the company’s exports to the US market and strengthen its margin profile at a time when pricing pressure remains a challenge for many Indian pharma exporters. The stock closed higher by about 2.5% on the day.

✅ Paras Defence Lands Anti-Drone Export Order

Another standout performer today was midcap defence stock Paras Defence & Space Technologies. The company announced that its subsidiary, Paras Anti Drone Technologies, secured an export order from France-based CERBAIR for up to 30 CHIMERA 200 systems — an advanced man-portable anti-drone solution. The deal is estimated to be worth around ₹22 crore.

With India’s increasing push for self-reliance in niche defence manufacturing, investors see Paras Defence as a long-term player to watch. This latest deal could also open up more European opportunities for the firm.

✅ JSW Energy Signs Major Battery Storage Contract

In the energy space, JSW Renew Energy Thirty Seven, a JSW Energy subsidiary, signed a significant battery energy storage system (BESS) contract with Rajasthan Rajya Vidyut Utpadan Nigam Ltd (RVUNL). The contract, which covers a 250 MW/500 MWh standalone BESS project, will run for 12 years with a fixed tariff.

This aligns well with India’s ambitious energy transition goals, where storage is becoming critical to balance renewable generation. Analysts say this order gives JSW Energy a strategic edge as states push for cleaner grid solutions.

✅ Piccadily Agro Makes NSE Debut

Adding to the listing buzz, Piccadily Agro Industries listed its shares on the National Stock Exchange (NSE) today. Known for its Indri Single Malt Whisky and other premium spirits, the company is seen as a niche play in India’s expanding premium liquor segment. With rising domestic demand for high-end spirits and strong export traction, investors will watch how the company capitalizes on the market opportunity.

✅ V-Mart Retail Reports Robust Q1 Results

Among earnings updates, value retailer V-Mart Retail reported a healthy set of numbers for Q1 FY26. Total revenue from operations rose 12.6% year-on-year to ₹885 crore, driven by higher footfalls and a strong performance across Tier 2 and Tier 3 towns.

Retail-focused investors are taking this as a positive sign for India’s discretionary consumption trends, especially with early signs of rural recovery and improving festival season forecasts.

✅ MOIL Hikes Manganese Ore Prices

In the metal and mining segment, state-run MOIL announced that it has increased prices for its ferro grades and chemical grades of manganese ore by 2% with effect from July 1. This is its second price hike this quarter, underlining steady demand from steel and alloy industries. The company kept prices unchanged for its other SMGR and fines grades.

MOIL’s price hikes often serve as a leading indicator for steel alloy trends, so traders in metal stocks were watching this closely.

✅ SBI Cards Faces GST Notice

In regulatory developments, SBI Cards and Payment Services disclosed that it has received a show-cause notice from the GST Department, Gurugram, proposing to disallow input tax credit (ITC) worth ₹81.45 crore. The notice also covers a smaller disallowance on supplies from units whose registrations were retrospectively cancelled or filings were not in order.

The company said it is reviewing the notice and will take necessary steps to contest any discrepancies. The stock saw mild profit booking in intraday trade.

✅ Broader Market Mood

Overall, the market’s breadth was neutral today, with the Nifty Midcap and Smallcap indices showing signs of profit booking after recent highs. Auto stocks like Maruti Suzuki and Hero MotoCorp traded mixed after releasing their June monthly sales data. FMCG and IT stocks stayed largely range-bound as traders awaited global cues.

Global investors are now focused on the upcoming US jobs report and Federal Reserve updates later this week, which could impact foreign institutional inflows into Indian equities.

✅ Key Takeaway for Investors

Today’s session showed that while benchmark indices may stay range-bound ahead of global data, stock-specific stories and new listings continue to present short-term trading and long-term positioning opportunities. Whether you’re eyeing HDB’s post-listing moves, tracking Lupin’s new product pipeline, or watching defence exports, staying alert to real corporate developments helps you make more informed decisions.

Always remember: these market updates are for informational purposes only. Do your own research or consult your financial advisor before investing.

References

• NSE India Official: https://www.nseindia.com

• BSE India: https://www.bseindia.com

• SEBI IPO Disclosures: https://www.sebi.gov.in

• Moneycontrol: https://www.moneycontrol.com/ipo

• Economic Times Markets: https://economictimes.indiatimes.com/markets

• US FDA ANDA Database: https://www.accessdata.fda.gov/scripts/cder/ob/index.cfm

Disclaimer

This market wrap is for informational purposes only and should not be treated as investment advice. Please do your own research or consult a qualified advisor before taking any trading or investing decisions.

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Frequently asked questions

How did HDB Financial Services perform on listing day?

HDB Financial Services listed at about a 7% premium over its IPO issue price of ₹740 per share after its ₹12,500 crore IPO was oversubscribed 16.7 times. Investors are tracking its loan book growth this fiscal

What is the big news about Paras Defence today?

Answer:
Paras Defence & Space Technologies signed an export deal with France-based CERBAIR for up to 30 CHIMERA 200 anti-drone systems worth around ₹22 crore, highlighting India’s push in defence exports.

Why is Lupin’s stock price in focus today?

Answer:
Lupin gained after receiving exclusive USFDA approval for its Loteprednol Etabonate Ophthalmic Gel. This gives Lupin 180 days of marketing exclusivity in the US generics market, boosting its export outlook.

Which other stocks should investors watch after today’s market wrap?

Answer:
Apart from HDB Financial, Sambhv Steel Tube, Lupin, and Paras Defence, keep an eye on JSW Energy, Piccadily Agro, V-Mart Retail, MOIL, and SBI Cards for any follow-through moves or fresh updates.