Nifty 50 Earnings Season July 2025: Street Expectations, Option Triggers, Trump Tariff Impact, and Technical Outlook
As Nifty 50 stocks gear up for Q1 FY26 results, explore market expectations, last quarter comparisons, option PCR signals, Trump tariff effects, and key technical trends with updated support and resistance levels.
As July 2025 begins, the Indian stock market enters a decisive phase with the quarterly results of major Nifty 50 companies. The earnings season, set against a backdrop of global uncertainties and domestic shifts, holds the potential to either reinforce the current bullish undertone or trigger a much-needed market correction.
From banking giants and IT leaders to FMCG players and auto manufacturers, each sector is expected to share unique insights about demand trends, profitability, and investor confidence. Additionally, with Donald Trump once again raising the specter of trade tariffs, Indian companies with global exposure might face fresh headwinds.
In this detailed outlook, we will cover:
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Scheduled Q1 FY26 results for major Nifty 50 companies
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Market expectations versus Q4 FY25 performance
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Option PCR trends and sentiment triggers
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Impact of proposed Trump tariffs on Indian sectors
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Updated technical levels, support-resistance zones, and trend indicators for top stocks
Scheduled Nifty 50 Results for July 2025
| Company | Result Date | Sector |
|---|---|---|
| Tata Consultancy Services (TCS) | July 10 | Information Technology |
| Infosys | July 12 | Information Technology |
| HDFC Bank | July 15 | Banking |
| ICICI Bank | July 20 | Banking |
| Reliance Industries | July 22 | Oil & Telecom |
| Hindustan Unilever | July 24 | FMCG |
| Maruti Suzuki | July 25 | Automobile |
| Axis Bank | July 26 | Banking |
| Kotak Mahindra Bank | July 28 | Banking |
| Bharti Airtel | July 29 | Telecom |
Information Technology (TCS, Infosys):
In Q4 FY25, the IT sector witnessed sluggish revenue growth and margin compression. This quarter, investors expect signs of recovery through new deal wins, especially in digital transformation and GenAI. However, spending cuts in the US tech ecosystem remain a concern.
Banking Sector (HDFC Bank, ICICI Bank):
Last quarter, most banks posted robust net interest income and improved margins. For Q1, the focus will be on asset quality, deposit growth, and the effects of the Reserve Bank of India's conservative rate stance.
FMCG (HUL, Nestlé):
The sector is expected to benefit from steady urban demand, product premiumization, and softening input costs. Rural volumes remain a point of concern despite a modest recovery in Q4.
Automobile (Maruti Suzuki, Tata Motors):
While sales momentum continues in the passenger vehicle and SUV categories, analysts are cautious about cost pressures from electric vehicle investments and rising input costs.
Option PCR Trends: Understanding Sentiment
The Put-Call Ratio (PCR) helps decode the options market sentiment. Here’s the current PCR for select Nifty 50 stocks:
| Stock | PCR | Sentiment |
|---|---|---|
| TCS | 0.91 | Neutral |
| Infosys | 0.75 | Slightly Bearish |
| HDFC Bank | 1.21 | Bullish |
| Reliance | 1.34 | Bullish |
| Maruti Suzuki | 0.62 | Bearish |
| Hindustan Unilever | 1.05 | Neutral to Bullish |
Trump Tariff Talk: A Potential Curveball
Donald Trump’s statements about reintroducing tariffs on Indian imports, particularly in sectors like IT, pharma, and auto components, could significantly influence the earnings guidance of several Nifty 50 companies.
Likely to be impacted:
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IT majors like TCS and Infosys may face delays in US project approvals or tougher visa norms.
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Auto exporters and component manufacturers might see demand disruption if tariffs are reinstated.
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Pharma players could experience pricing pressure due to renewed scrutiny from US regulators.
Less exposed sectors:
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Banking and domestic FMCG players are expected to remain relatively shielded from external trade shocks.
Even though policy implementation is uncertain, the sentiment-sensitive equity market often prices in such risks ahead of time.
Technical Trends: Breakouts, Supports, and Risks
Here is the updated technical snapshot for major Nifty 50 stocks ahead of their results. These include current prices, revised support-resistance zones, and Relative Strength Index (RSI) to gauge momentum.
Stock | Current Price | Resistance Zone | Support Zone | RSI (14D) | Trend Bias |
|---|---|---|---|---|---|
TCS | 3,412 | 3,422 to 3,440 | 3,405 to 3,398 | 61 | Sideways |
HDFC Bank | 1,987 | 1,995 to 2,004 | 1,966 to 1,975 | 58 | Mild Bullish |
Reliance | 1,541.5 | 1,549 to 1,557 | 1,529 to 1,517 | 64 | Bullish |
Infosys | 1,628 | 1,640 to 1,652 | 1,619 to 1,610 | 46 | Weak |
Maruti Suzuki | 12,520 | 12,636 to 12,753 | 12,437 to 12,355 | 41 | Bearish |
ICICI Bank | 1,435.7 | 1,441 to 1,447 | 1,428 to 1,424 | 55 | Bullish |
Hindustan Unilever | 2,410.4 | 2,437 to 2,464 | 2,362 to 2,314 | 60 | Stable |
On watch for potential downside: Infosys, Maruti Suzuki
Conclusion
As earnings season progresses, investors should pay close attention not just to headline numbers but also to management commentary, margin outlook, and global factors like tariff tensions. While some stocks like Reliance and ICICI Bank appear technically strong, others like Maruti and Infosys might require caution.
Options data and technical levels provide a roadmap, but with external factors in play, volatility is expected. This earnings cycle could define the next move in Nifty 50 – consolidation, breakout, or a sudden correction.
Author’s Note:
This blog aims to simplify earnings season for retail investors and professionals alike. Whether you're trading on short-term triggers or investing for long-term gains, understanding the convergence of fundamentals, sentiment, and technicals is essential. With updated levels and contextual insights, we hope to empower better financial decisions this July.
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