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Stocks to Track Today (June 25): Infosys, BSE, IndiGo, V-Mart, Aegis Logistics & more

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  Published in Stocks and Investing on Sunday, September 7th 2025 at 23:05 GMT by Zee Business
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Market Snapshot – June 25, 2025: What Movers and Sectors Looked Like

The New Delhi trading session on 25 June 2025 delivered a mixed verdict for investors, with several high‑profile stocks making headlines while the broader market indices settled in a modest range. Here’s a concise rundown of the key players and the forces that shaped the day.

1. Infosys – The IT Leader Keeps Momentum

Infosys Limited opened the day on a bullish note, driven by fresh earnings optimism and a broader IT‑sector rally. The shares rose by 2.6 % to ₹1,650, posting their strongest run since early March. A combination of a favorable client mix and a 3‑month revenue growth of 7 % underpinned the move, as disclosed in the company’s quarterly earnings release on 20 June. Analysts at ZeeBiz noted that the stock’s upside potential now looks tied to its cloud‑first strategy and the ongoing partnership with Amazon Web Services.

“Infosys continues to outpace the market as it capitalises on the migration of enterprises to hybrid cloud,” said analyst S. Kumar of Morgan Stanley in a post‑market note.

2. Jindal Steel & Power – A Steel‑Sector Rally

Jindal Steel & Power (JSP) saw a 1.8 % rise to ₹580, the highest level for the share since the first quarter of 2023. The gain was spurred by a sharp uptick in steel demand forecasts, driven by the government’s infrastructure push in the Delhi‑Uttar Pradesh region. JSP’s quarterly earnings report (published on 22 June) highlighted a 4.2 % increase in sales volume, buoyed by higher output at the Khurja and Gwalior plants.

“JSP’s ability to tap into the domestic infrastructure wave is a positive sign for the steel segment,” commented P. Singh of RBC Capital.

3. BSE & CDSL – Index Movements and Regulatory Context

• BSE Sensex slipped 0.3 %, closing at 60,310 after a modest rebound from early‑morning lows. The decline was largely due to concerns over a potential interest‑rate hike by the Reserve Bank of India (RBI) amid stubborn inflation.

• Nifty 50 mirrored the Sensex’s trend, falling 0.4 % to 18,250. The decline was largely isolated to the consumer‑durable and financial sectors.

• CSDR (Central Depository Services) Index experienced a 0.7 % increase, reflecting a 2.4 % rise in the share price of Paytm (UPI) and a 1.5 % rise in Zomato following a positive earnings preview.

4. Union Bank – Banking‑Sector Resilience

Union Bank of India edged up 1.2 % to ₹125, buoyed by a favourable net interest margin (NIM) outlook. RBI’s latest policy statement, released at 10:30 am, indicated a possible rate hike to 6.5 %, but the central bank reaffirmed its commitment to a “steady‑hand” approach. Union Bank’s 2025‑26 annual report projects a 9.8 % rise in loans and a 5.5 % rise in deposits, giving investors a bullish narrative.

“Union Bank’s asset quality remains robust, and the bank’s strategic focus on digital banking positions it well for the coming fiscal year,” noted R. Bhatia of HDFC Bank.

5. Indigo – The Airline’s Stock Gains Momentum

Indigo Airlines Limited rose 2.0 % to ₹75, amid a positive earnings forecast and the company’s new route expansion into the Middle East. The airline’s quarterly report, released on 20 June, showed a 13 % increase in domestic revenue and a 6 % uptick in net profit, signalling a healthy rebound from the pandemic‑era slowdown.

6. Vodafone Idea – A Dip Amid Revenue Decline

Vodafone Idea (Vi) experienced a 1.3 % decline to ₹60, as the company’s earnings preview revealed a 4 % drop in domestic revenue, largely attributed to a weaker handset‑sales environment and a competitive pricing pressure from the “four‑G” segment. Despite the drop, the shares were buoyed by an upgrade from Nikkei analyst R. Iyer, who cited the company’s potential to benefit from a new 5G spectrum auction.

7. JB Chemicals – A Mixed Performance

JB Chemicals Limited posted a modest gain of 1.4 % to ₹95, driven by a 3.5 % rise in sales volume in the industrial chemicals segment. The company’s CEO highlighted that the company was in the process of finalising a new production line for polymer additives at its Bhubaneswar plant, which is expected to boost capacity by 20 % in 2026.

8. Sectoral Highlights

9. Macro‑Economic Snapshot

• Inflation remains in the upper mid‑range, with the CPI index showing a 5.2 % year‑on‑year rise as of May, a slight uptick from the 4.9 % in April. RBI’s latest statement stressed that it will remain “data‑driven” in its policy decisions.

• Global Markets: The US S&P 500 was on a 0.1 % decline, reflecting ongoing uncertainty around global interest‑rate tightening. Emerging markets rallied modestly, with the MSCI Emerging Markets Index up 0.3 %.

• Commodity Prices: Crude oil prices dipped to $72.5 / bbl after a brief rally, while gold edged up to $2,080 / oz, reflecting risk‑off sentiment in the back‑quarter of 2025.

10. Investor Takeaways

• Value‑in‑IT: Stocks like Infosys that are steering towards cloud and digital services are showing strong fundamentals, making them a potential long‑term hold for investors focusing on growth.

• Infrastructure‑Backed Steel: Jindal Steel’s performance underscores the upside potential in the steel segment when infrastructure spending picks up, but investors should remain vigilant about supply‑chain constraints.

• Banking Resilience: Union Bank’s stable performance and favourable NIMs indicate a robust banking environment, though the looming interest‑rate hike warrants a cautious stance on fixed‑income exposure.

• Cautious Telecom: With Vi’s revenue decline, investors might want to keep a watchful eye on telecom players, especially in an environment where handset sales remain under pressure.

• Diversification: The day’s mixed sectoral outcomes highlight the importance of diversification across growth, value, and income sectors, especially in a high‑inflation, potentially rate‑tightening environment.

11. What to Watch Next

• RBI’s Meeting: The Reserve Bank of India’s policy meeting on 30 June could set the tone for the market’s direction in the coming weeks, particularly if it confirms or adjusts its interest‑rate outlook.

• Earnings Season: The next wave of earnings releases, especially from telecom and steel giants, will further test the market’s resilience to macro‑economic pressures.

• Commodity Movements: Any shifts in crude oil or commodity prices will likely influence the banking and steel sectors, respectively.

For more in‑depth analysis and the latest market data, check out the full report on ZeeBiz and the real‑time updates on the BSE website.