Several listed companies have announced important business updates that could influence investor sentiment during today's trading session. The developments span infrastructure, retail, manufacturing, automobiles, renewable energy, banking and specialty chemicals.

• Phoenix Mills reported Q1 consumption growth of 32% YoY, while occupancy improved to 72%.
• IRB Infrastructure posted June toll collections of ₹808 crore, representing 28% YoY growth.
• Ventive Hospitality plans to acquire a 420-acre resort property in the Mumbai Metropolitan Region.
• Kalpataru approved the merger of Kalpataru Hills with Kalpataru Properties.

• Tata Steel India produced 5.82 million tonnes during Q1, while deliveries increased 8.8% YoY.
• S H Kelkar reported provisional Q1 revenue of ₹660 crore, up 13.7% YoY, with stable gross margins.
• SML Isuzu (formerly SML Mahindra in the image) reported June sales growth of 4.9% YoY.
• JSW Energy commissioned 1,081 MW of renewable capacity since April 2026.

The Government exempted customs duty on selected goods used in:

• Lithium-ion cell manufacturing (positive for battery ecosystem).
• Display assembly manufacturing (benefiting electronics manufacturing).

Stocks likely to remain in focus include:

• Reliance Industries
• Exide Industries
• Amara Raja Energy & Mobility
• Dixon Technologies
• Amber Enterprises

• SBI plans to sell a 6.3% stake in SBI Mutual Fund through its IPO.
• NSDL received SEBI approval for an additional investment of up to ₹20 crore in IIBH.
• Capri Global witnessed a block deal where Smallcap World Fund acquired over 51 lakh shares.
• Knack Packaging also remained in focus following block deal activity.

• NALCO and NLC India signed a joint venture agreement to develop a 1,080 MW coal-based power project in Odisha.
• United Spirits received regulatory approval to transfer its excise licence for the Malkajgiri manufacturing unit.

• Mahindra & Mahindra increased prices of commercial vehicles and SUVs by up to 2.7% effective July 10.
• TVS Motor partnered with Indian Oil Corporation to strengthen last-mile LPG cylinder distribution.
• HT Media will consider a fund-raising proposal at its board meeting on July 11.

Investor Takeaway

Indian-Share-Tips.com Nifty Expert Gulshan Khera, CFP®, who is also a SEBI Regd Investment Adviser, observes that today's news flow is broadly positive across infrastructure, manufacturing, renewable energy and electronics manufacturing. Investors should monitor stocks reporting strong operational updates alongside companies benefiting from supportive government policies, while evaluating whether these developments translate into sustained earnings growth over the coming quarters.

Stocks To Watch July 9 2026, Tata Steel, SBI, Dixon Technologies, Amber Enterprises, Phoenix Mills, SH Kelkar, IRB Infrastructure, JSW Energy, TVS Motor, Kalpataru, NSDL, Capri Global