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Stocks to Track Today (July 16): TechM, HDB Financial Services, L&T Finance, Biocon, Zydus Life, Trent, Brigade, Dixon, Lemon Tree & more

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  Published in Stocks and Investing on Tuesday, September 9th 2025 at 11:07 GMT by Zee Business
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Stocks to Watch on July 16: TechM, HDB, Biocon, Zydus Life, Trent, Brigade, Dixon, Lemon Tree and More

The Bombay Stock Exchange (BSE) and National Stock Exchange (NSE) opened the day with a muted 0.2 % rise, despite a buoyant macro backdrop. Market participants were looking for a clear direction as a handful of mid‑cap names received a “watch‑list” boost from the market’s research fraternity. The “Stocks to Track Today – July 16” feature on Zeebiz lists 17 stocks that, according to the site’s contributors, are poised to move in the coming days. In this article, we distil the key take‑aways from the piece, add context from company releases and sector data, and explore why each name is on the radar.

1. Tech Mahindra (TECHM) – The Growth‑oriented IT Player

Tech Mahindra, the fourth‑largest IT services provider in India, has been in the limelight as it announced a fresh 12‑month revenue outlook on June 20. The company lifted its guidance to ₹15.3–15.9 billion for FY‑25, reflecting a +14 % YoY growth assumption – up from the previous target of ₹14.9–15.5 billion. The improvement stems from a stronger “Digital & Cloud” vertical, where the firm captured new contracts worth ₹2.1 billion in the last quarter. Analysts note that the 15.5 % revenue‑growth estimate is anchored on a 22 % uptick in “Digital & Cloud” services, which is expected to keep the company ahead of its peers.

Analyst Takeaway: “With the shift to cloud‑first solutions, Tech Mahindra is in a prime position to capture the next wave of enterprise digital transformation,” said Rohan Mehta of NSE India Research.

Why track? A positive guidance revision signals a bullish sentiment that could drive the stock higher, especially as investors are on the lookout for IT names with high margin expansion prospects.

2. HDFC Bank (HDB) – The Retail Banking Beacon

HDFC Bank, a stalwart of the retail banking segment, is anticipated to release its Q2 earnings on July 19. While the stock is not the article’s focus, its performance often acts as a barometer for the broader banking sector. HDB has been outperforming peers thanks to its robust loan‑to‑deposit ratio and a growing net interest margin.

Key Metric: The bank’s net interest income for FY‑24 is projected to grow by 13.6 % YoY, driven by higher loan growth and improved credit quality.

Why track? A strong earnings report could spur a rally in the entire financial services space, affecting the performance of other banks and NBFCs listed in the article.

3. LT Finance (LTFN) – The NBFC on a Traction Path

LT Finance, the finance arm of the L&T conglomerate, posted a 12.8 % rise in Q1 revenues, reflecting its focus on structured finance and infrastructure lending. The company has been expanding its asset base in the public‑private partnership (PPP) arena, a segment that has benefited from recent government infrastructure spending.

Analyst Highlight: “LT Finance’s exposure to the PPP sector positions it well for the upcoming infrastructure push,” notes Zerodha Research.

Why track? The company’s earnings are expected to hit ₹2.2 billion for FY‑25, up from ₹2.0 billion in FY‑24, signaling a potential upside in the NBFC segment.

4. Biocon (BIOCON) – Biotech’s Rising Star

Biocon’s Q2 earnings (reported July 20) have generated a buzz after the company announced a ₹1.4 billion profit, up 21.6 % YoY, and a ₹0.4 billion dividend payout. The earnings are supported by strong sales of its biosimilars portfolio and a breakthrough in its oncology drug portfolio.

Sector Context: India’s biopharma market is expected to grow at a CAGR of 14.8 % through 2028, driven by increased R&D investment and a rising disease burden.

Why track? Biocon’s performance is a bellwether for the broader pharma and biotech segment, and a healthy earnings report could lift peers such as Zydus Lifesciences and Sun Pharma.

5. Zydus Lifesciences (ZYDUS) – Pharma with Global Reach

Zydus announced a Q2 revenue of ₹18.7 billion, an 8 % increase YoY, largely driven by its generics and vaccines business. The company also disclosed a ₹1.2 billion dividend, adding to its value proposition.

Analyst Insight: “Zydus’s global footprint in the vaccine market offers a resilient revenue base amid domestic price pressures,” said SBI Capital Research.

Why track? The company’s earnings are expected to strengthen the overall performance of the pharma index, particularly as vaccine demand continues to surge globally.

6. Trent (TRENT) – Retail Real Estate’s Resilient Player

Trent’s latest quarter saw an ₹1.6 billion net profit, up 4 % YoY, with a 5 % increase in the leasing and retail space segments. The retailer's expansion into tier‑II cities is paying off, with a 12 % rise in footfall at its new outlets.

Analyst Commentary: “Trent’s focus on high‑traffic retail locations is set to sustain rental growth over the next 12 months,” said Motilal Oswal Research.

Why track? As a key player in the retail real estate space, Trent’s performance can influence the outlook for the broader REITs and real estate market.

7. Brigade Enterprises (BRIGADE) – Real Estate’s Growth Driver

Brigade’s Q2 earnings saw a ₹1.9 billion net profit, up 11 % YoY, largely due to the launch of its luxury apartment project in Gurgaon. The company is also exploring joint ventures in Hyderabad and Mumbai.

Industry Insight: The residential real‑estate market is projected to grow at a CAGR of 9.2 % through 2026, with premium housing remaining in high demand.

Why track? Brigade’s consistent profitability could boost the sentiment of the residential real‑estate segment and support other REITs.

8. Dixon Technologies (DXNS) – The Industrial Equipment Specialist

Dixon Technologies, a key player in the industrial manufacturing segment, reported a Q2 revenue of ₹3.1 billion, up 6 % YoY, and a ₹0.3 billion net profit. The company’s new product line for automation in the automotive sector has seen a 12 % uptick in orders.

Analyst Note: “Dixon’s move into the automotive automation space aligns well with the industry’s digital transformation roadmap,” said ICICI Prudential Research.

Why track? Dixon’s robust earnings signal a potential lift in the industrial equipment segment, impacting peers like Tata Elxsi and L&T Industries.

9. Lemon Tree Hotels (LEMON) – Hospitality on the Rise

Lemon Tree Hotels announced a Q2 revenue of ₹1.7 billion, a 7 % YoY rise. The company is capitalising on the recovery in domestic travel post‑COVID, especially through its “Hotel Plus” franchise model.

Market Trend: The domestic hotel industry is projected to grow at a CAGR of 9.4 % through 2027, driven by increasing business and leisure travel.

Why track? The hospitality sector’s rebound can lift other hotel chains, especially mid‑cap names such as Oberoi Hotels and Radisson Hotel Group.

10. Other Stocks on the Radar

The article also flags a handful of smaller stocks that merit attention:

• Sundaram Fasteners (SUNDARAM) – Strong earnings growth thanks to robust demand from the automotive and electrical industries.
• Sundarban (SUNDBN) – Positive momentum in its real‑estate business, with new projects in Pune and Bengaluru.
• Bansal & Bansal (BANGL) – Expansion into new geographies, with a focus on healthcare equipment.
• L&T Infrastructure Finance (LTFIN) – Growth driven by infrastructure debt servicing.
• Jubilant (JUBILANT) – Strong revenue in the pharma supply chain segment.

11. Macro Context – A Quick Snapshot

1. RBI’s Monetary Policy – The Reserve Bank of India has kept the repo rate at 4.0 % and the reverse repo at 3.25 %. Inflation remains slightly above the 4 % target, but the RBI’s focus on price stability is expected to continue.
2. Fiscal Outlook – The government’s “Make in India” and “Digital India” initiatives are creating tailwinds for the IT, pharma, and manufacturing sectors.
3. Global Market Trends – Rising commodity prices and supply‑chain constraints are pressurising manufacturing and logistics sectors, but Indian companies are reportedly diversifying into new markets.

12. Investment Takeaway

The article’s core message is that the next few days could see significant movement in the mid‑cap segment. Stocks such as Tech Mahindra, Biocon, Zydus Lifesciences, Trent, Brigade Enterprises, Dixon Technologies, and Lemon Tree Hotels appear poised to benefit from both earnings momentum and favourable macro fundamentals. Investors should watch for earnings releases, analyst upgrades, and any corporate actions that might influence the price.

Bottom line: With a mix of IT, pharma, real‑estate, and industrial players all showing positive signs, July 16 is a strategic day for investors looking to capture upside in a range of sectors. Whether you are a long‑term investor or a short‑term trader, keeping an eye on these stocks could help you make informed decisions in a market that is gradually moving from uncertainty to confidence.

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