Top Stocks in Focus on July 8: Tata Motors, JSW Infra, Kotak Bank, Titan, M&M and More Among Key Movers Today

Top Stocks in Focus on July 8: Markets are expected to react sharply on Monday, July 8, as several prominent companies across sectors reported crucial updates for the first quarter of FY26. From auto and infrastructure to real estate and banking, here are the key developments investors should keep an eye on:

Tata Motors Stock Today

Shares of Tata Motors could come under pressure after its UK-based arm, Jaguar Land Rover (JLR), reported a notable drop in volumes. Wholesale dispatches declined 10.7% year-on-year to 87,286 units, while retail sales contracted 15.1% to 94,420 units. The drop reflects the transition away from older Jaguar models and headwinds from new U.S. tariffs. Compared to the previous quarter, the sequential fall was steeper, with wholesales down 21.7% and retail sales lower by 12.8%.

JSW Infrastructure Stock on July 8

JSW Infrastructure gained a major project in Kolkata's Netaji Subhas Dock. The company has won a Letter of Award from the Syama Prasad Mookerjee Port Authority to redevelop berth 8 and mechanise berths 7 and 8 under the PPP model. The contract, awarded on a DBFOT basis, is expected to significantly upgrade the port's container handling capabilities.

Kotak Mahindra Bank Share Today

Private lender Kotak Bank posted steady loan and deposit growth in Q1 FY26. Total advances reached Rs 4.45 lakh crore, up 14% from a year ago and 4.2% higher than the March 2025 quarter. Deposits also grew 14.6% YoY to Rs 5.13 lakh crore, showing a 2.8% rise on a sequential basis.

Titan Stock Today

Titan's jewellery segment recorded 18% YoY growth in Q1 FY26, boosted by Akshaya Tritiya sales. But volatility in gold prices in May and June led to cautious consumer behaviour. While overall revenue grew, footfall and buyer growth at Tanishq and CaratLane remained largely flat, with customers leaning toward lighter, lower-karat jewellery.

P N Gadgil Jewellers Share on July 8

The jewellery brand reported total revenue of Rs 1,714 crore for the June quarter, a modest 2.8% increase YoY. However, when excluding its discontinued refinery operations, revenue growth stood at a healthy 30.4%. Its core retail segment, contributing over 70% of revenue, surged 19.4% YoY.

Refex Industries Stock Today

Refex Industries secured a Rs 250 crore order from a leading government power producer. The three-year contract includes operation, maintenance, and disposal of a fly ash handling system, a move that enhances its presence in the green services and environmental management space.

Phoenix Mills Stock on July 8, 2025

Retail and commercial real estate developer Phoenix Mills posted a 12% YoY rise in mall retail sales for Q1. Its office leasing business added 4.07 lakh sq. ft. across four metro cities. Occupancy improved too, especially in Mumbai and Pune, where Vimmanagar occupancy rose to 69% in June from 67% in March.

Macrotech Developers (Lodha) Shares After Q1 Results Announcement

Macrotech announced Q1 pre-sales of Rs 4,450 crore, a 10% YoY increase. Collections also improved to Rs 2,880 crore, up 7%. The company added five new projects with a total Gross Development Value (GDV) of Rs 22,700 crore, covering key real estate markets like Mumbai, Pune, and Bengaluru. This accounts for nearly 90% of its full-year target.

Mahindra & Mahindra (M&M) Stock Today

M&M showed strong performance in June with a 20% YoY growth in production, reaching 83,435 vehicles. Domestic sales stood at 76,335 units, up 14%, while exports edged up 1% to 2,634 units - indicating sustained demand momentum in the local market.

SPML Infra Stock July 8

SPML Infra announced enhanced credit facilities worth Rs 205 crore from a PSU bank, including a large bank guarantee component. The funding is expected to aid the company's ability to bid for and execute infrastructure and EPC projects more efficiently.

Navin Fluorine Share Today

Specialty chemicals company Navin Fluorine has kicked off a Qualified Institutional Placement (QIP) worth Rs 750 crore. Launched on July 7, the QIP is priced at a floor of Rs 4,798.28 per share. The fundraising follows approvals from both the board and shareholders and is aimed at bolstering future expansion plans.

Q1 Results Impact on Market Today

The Q1 earnings season continues to drive stock-specific action. While companies like Macrotech Developers, Kotak Bank, and M\&M delivered strong updates, others such as Tata Motors may face selling pressure on weaker volume performance. Traders and investors will keep a close eye on how these developments shape market sentiment in Tuesday's session.

Disclaimer

The recommendations made above are by market analysts and are not advised by either the author, nor Greynium Information Technologies. The author, nor the brokerage firm nor Greynium would be liable for any losses caused as a result of decisions based on this write-up. Goodreturns.in advises users to consult with certified experts before making any investment decision.