We additionally analyze the market’s efficiency on Wednesday to know what might lie forward for the inventory indices within the coming days.
Shares to commerce immediately, beneficial by Commerce Brains Portal for 17 July:
Indian Railway Finance Corp. Ltd
Present worth: ₹135
Goal worth: ₹175 in 16-24 months
Cease loss: ₹110
Why it’s beneficial: The ministry of railways has administrative authority for IRFC, a navratna public sector enterprise that was based in 1986. Its main accountability is to boost cash from the monetary markets so as to finance the event or buy of belongings, that are then leased to Indian Railways. Various different organizations within the business, comparable to Rail Vikas Nigam Ltd (RVNL), RailTel, Konkan Railway Corp. Ltd (KRCL), and Pipavav Railway Corp. Ltd (PRCL), have acquired monetary help from IRFC along with the railways. The corporate’s belongings beneath administration (AUM) had been valued at ₹4.6 trillion as of 31 March 2025.
IRFC’s web curiosity revenue elevated by 2.2% from ₹6,429 crore in 2023-24 to ₹6,569 crore in 2024-25. Moreover, its web curiosity margin improved considerably, going from 1.38% to 1.42% over the prior yr. IRFC authorised ₹5,700 crore in loans for the fiscal yr, together with ₹700 crore for NTPC and ₹5,000 crore for NTPC Renewable Vitality Ltd. Moreover, the corporate grew to become the primary bidder for ₹3,167 crore in funding for the development of the Banhardih Coal Block in Jharkhand’s Latehar district, and it signed a rupee time period mortgage association for ₹5,000 crore with NTPC REL.
The division of public enterprises granted the agency navratna standing in 2024-25, and it hopes to quickly acquire maharatna standing. Moreover, beneath Indian Railways’ Basic Goal Waggon Funding Scheme (GPWIS), the IRFC board licensed funding to NTPC for 20 BOBR rakes on a finance lease foundation as much as ₹700 crore. In January 2025, a leasing settlement was additionally struck with NTPC Ltd for eight BOBR rakes, which had been valued at over ₹250 crore. Moreover, IRFC and REMCL have signed a memorandum of understanding to collectively examine financing options for Indian Railways’ renewable vitality initiatives, together with attainable financing within the nuclear, thermal, and renewable vitality domains.
Danger issue: The ministry of railways and its associates account for the whole lot of IRFC’s mortgage e book. As of 31 March 2025, 37% consisted of advances for leased railway belongings, 62% consisted of lease receivables from the ministry, and 1% consisted of loans to organizations comparable to NTPC and RVNL. The corporate is vulnerable to modifications in finance or coverage as a result of its enlargement is instantly linked to the ministry’s funding plans for Indian Railways. Moreover, IRFC is susceptible to rate of interest swings and shifts in investor sentiment as a consequence of its reliance on market borrowings.
Sona Blw Precision Forgings Ltd
Present worth: ₹456
Goal worth: ₹550 in 16-24 months
Cease loss: ₹405
Why it’s beneficial: One of many high mobility know-how corporations on the earth, Sona BLW Precision Forgings Ltd (Sona Comstar) was based in 1995. It designs, manufactures, and provides programs and parts for international mobility OEMs in each electrified and non-electrified powertrain segments. The corporate has three engineering competency centres, 5 R&D centres, and twelve manufacturing models.
India, the US, China, Serbia, and Mexico are among the many 5 nations the place it’s current. North America accounts for 41% of the corporate’s income, adopted by India (29%), Europe (24%), Asia (6%), and the remainder of the world (0.3%). Globally, Sona BLW holds an 8% market share in differential gears and a 5% market share in starter motors.
In 2024-25, the corporate reported income from operations of ₹3,546 crore, a rise of 11.3% from ₹3,185 crore within the earlier yr. Ebitda stood at ₹975 crore with a 27.5% Ebitda margin. Revenue after tax elevated by 16% to ₹600 crore from ₹518 crore within the earlier yr. Section-wise income share from BEV rose from 29% to 36% in 2024-25. In 2024-25, the agency elevated its international market share for starter motors from 4.2% to 4.4% and differential gears from 8.1% in CY2023 to eight.8% in CY2024. The corporate’s web order e book elevated to ₹24,200 crore after securing orders totalling ₹4,700 crore.
For an enterprise worth of ₹1,600 crore, the enterprise signed a Enterprise Switch Settlement (BTA) with Escorts Kubota Ltd (Escorts) in 2024-25 to amass its railway enterprise. The deal was finalized on 1 June 2025. To collaborate on linked, autonomous, and electrical applied sciences for AGVs, drones, and eVTOLs, the corporate has inked a memorandum of understanding (MOU) with the NMICPS Expertise Innovation Hub on Autonomous Navigation Basis at IIT Hyderabad (TIHAN-IITH) at CES 2025 in Las Vegas, USA. By means of the production-linked incentive (PLI) scheme for the car and auto part business in India, the corporate has obtained certification for an additional product, particularly the hub wheel motor for electrical two-wheelers.
Danger issue: Modifications in commodity costs might have a major impact on the corporate’s manufacturing prices. Even whereas there are mechanisms in place to observe and handle market dangers, it’s not all the time attainable to totally predict, hedge, or reduce the affect of worth volatility on the general profitability of the enterprise by value pass-throughs or operational enhancements.
Market replace
The Nifty 50 opened flat in the beginning of the day, opening at 25,196.60, marginally up by 0.8 factors from the closing worth of 25,195.8 of the day gone by. The index gained 16.25 factors, or 0.06%, on Wednesday, with a day-high of 25,255.30 within the morning and shutting at 25,212.05. The RSI was at 51.05, far beneath the overbought zone of 70, and the Nifty 50 closed beneath the 20-day EMA. Nevertheless it closed above all three of the 50/100/200-day EMAs on the every day chart. Sensex concluded the day at 82,634.48, up 63.57 factors, or 0.08%, with an RSI of fifty.25. A dismal begin to the earnings season and conflicting international cues are leaving traders confused, which finally creates uncertainty and volatility available in the market.
Many main indices had been in inexperienced on Wednesday. The Nifty PSU Financial institution Index, which closed at 7,267.20, up 128.85 factors, or 1.81%, was among the many high gainers. The index was boosted by shares comparable to Punjab Nationwide Financial institution, which surged 2.43%; Punjab & Sind Financial institution, which grew 2.05%; and Financial institution of Baroda, which jumped 1.95% on Wednesday. Moreover, the Nifty Media Index gained 22.75 factors, or 1.31%, to shut at 1,758.60.
The highest gainer of this index was Community 18 Media, which jumped 13.34% after the outcomes announcement that it turned worthwhile in Q1FY26. Hathaway Cable additionally jumped 6.35% as a consequence of good ends in Q1FY26. The Nifty IT Index, which closed at 37,660.70, up 236.10 factors, or 0.63%, was additionally among the many high gainers. The index was elevated by shares comparable to Wipro, Tech Mahindra, and LTI Mindtree, which grew by greater than 1.5% on Wednesday.
The Nifty Steel Index, nevertheless, fell 51.25 factors, or 0.54%, and closed at 9,360.70. The index declined because of heavyweights comparable to Jindal Stainless Ltd, Jindal Metal & Energy, Nationwide Aluminium Co., and Tata Metal Ltd tumbling greater than 1%. One other vital loser was the Nifty Healthcare Index, which closed at 14,737.25, down -50.40 factors or -0.34%.
Asian markets confirmed a bearish pattern on Wednesday. Hong Kong’s Cling Seng declined -72.36 factors, or -0.30%, to 24,517.76. The Kospi in South Korea closed at 3,186.38, down by -0.91% or -28.90 factors. Japan’s Nikkei 225 tumbled by -14.62 factors, or -0.04%, settling at 39,663.40. Shanghai’s Composite Index closed the day marginally decrease at 3,503.78, down -1.22 factors, or -0.03%. At 5:33pm, Dow Jones Futures had been up 93.04 factors, or 0.22%, on the US inventory change at 44,120.77.
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