Jio Financial Services share price will be in focus on Monday as the financial services major is planning to concentrate on insurance business. Jio Financial Services touched intraday high at Rs 315 but closed the session at Rs 311. Financial services and banking stocks faced selling pressure on Friday. Among major gainers on Friday were Cipla, SBI Life, Apollo Hospitals, Dr Reddy's and Sun Pharma. Among losers were Bajaj Finance, IndusInd Bank, Bajaj Auto, Tech Mahindra, Power Grid, Bajaj Finserv and Adani Enterprises. Suzlon Energy shares declined by 2.4 percent. The stock is again hovering around Rs 60 support levels. Suzlon has not managed to cross Rs 75 levels despite having positive news during the last few weeks. A strong close above Rs 80 would be needed for Suzlon to reach a fresh yearly high. Cipla shares were in demand and the stock was among top performers on NSE. Cipla closed the session at Rs 1,535 after touching intraday high at Rs 1,553.

Zomato has managed to get positive view from investors and market analysts. While some analysts believe that Zomato (Eternal Limited) is trading around its fair value, the buying pressure is still evident in the counter. On Friday, the stock declined after touching fresh 52-week high. The stock could see rerating in the coming sessions.

Suzlon Energy: Navigating Transition Amid Policy Winds and Market Caution

Suzlon Energy has emerged from a significant regulatory overhang after the Madras High Court quashed a ₹1.18 crore GST penalty for the FY20–21 to FY22–23 periods—a ruling that alleviated short-term uncertainties for investors. However, the stock reacted counter-intuitively, extending its decline and marking a new low of ₹62.84 on July 25, 2025, representing a 2.79% drop year-to-date. Despite this dip, technical analysis reveals crucial support in the ₹61–62 zone, with resistance identified around ₹68–74. Maintaining price action above support is considered a signal for potential accumulation; a breach could spell further downside volatility.

Fundamentally, Suzlon's trajectory over the past three years has been nothing short of electric. An 18.31% three-year revenue CAGR and a standout 67.4% annual revenue growth powered its shares to an extraordinary run—delivering a 980% three-year return and, at its summit, a staggering 1,300% surge. Having reached such dizzying heights, the stock is now in a consolidation phase—a natural pause as investors digest gains and the market recalibrates expectations. The company's formidable order book remains at an all-time high, benefiting directly from supportive policy frameworks and India's ambitious renewable energy agenda.

June and July have solidified Suzlon’s operational momentum with marquee deal wins, notably the 170.1 MW order from AMPIN Energy Transition, its third consecutive contract with the client within a single month. These achievements underscore Suzlon’s competitive edge and its ability to capitalize on sectoral tailwinds.

Brokerage houses have responded with conviction. Motilal Oswal’s reiteration of a "Buy" call with a record-high target of ₹82 is anchored in the expectation of formal adoption of local content mandates (RLMM policy) in Q2FY26 and continued order win momentum. Anand Rathi reinitiated coverage at a target of ₹81, praising the shift to net cash and a robust 5.6 GW order book. Other analysts echo a bullish stance, with JM Financial and SBI Securities placing targets in the ₹77–85 range, and Geojit BNP Paribas maintaining an "Accumulate" rating.

Technical strategists reinforce the narrative of strategic support, with analysts from Bonanza and Religare Broking emphasizing that the stock’s structural uptrend is intact as long as the ₹61–62 levels hold, despite recent volatility.

Looking ahead, Suzlon is favorably positioned to ride India’s policy-driven wind sector growth. The RLMM policy, which incentivizes domestic manufacturing, is set to enhance capacity and competitiveness. With India’s renewables projected to multiply fourfold by 2047, Suzlon’s long-term earnings visibility strengthens further.

Eternal Limited: Balancing Rapid Expansion and Profitability in Quick Commerce and Food Delivery

Eternal Limited has delivered a show-stopping start to FY26, recording a 70% YoY revenue leap to ₹7,167 crore in Q1, courtesy of explosive expansion in Blinkit (its quick commerce business) and sustained food delivery growth. However, aggressive investment in emergent verticals and operational inefficiencies resulted in a sharp 90% YoY fall in net profit to just ₹25 crore. Remarkably, the market response was overwhelmingly positive: shares spiked nearly 20% in the immediate aftermath, reaching a record high of ₹311.60.

Strategically, Eternal demonstrated its intent to deepen penetration with the announcement of Blinkit Foods Limited, a new food-focused subsidiary. Moreover, Blinkit’s performance was pivotal—reflecting a turning point as its net order value outstripped food delivery for the first time in a single quarter, a testament to the rapid proliferation of dark stores.

Institutional investors, specifically mutual funds, have signaled confidence by increasing their stakes, even as FIIs (foreign institutional investors) and retail participants took profits. Analysts are quick to note the competitive dynamics: Eternal’s advances in market share at Zepto’s expense, dark store profitability, and strong Q-o-Q adjusted EBITDA margin improvement (from 3.9% to 5.0% in food delivery) reinforce the business’s underlying strength. Nevertheless, concerns linger over high debt to EBITDA ratios, negative operating profits, and an elevated PEG ratio.

Motilal Oswal’s July review held its "Buy" position, setting a target of ₹330 and anticipating a bottoming out of quick commerce margins, with margin improvement projected to 6.5% by FY27. Their caution is evident in revised FY26/FY27 earnings estimates, trimmed by up to 18% to reflect ongoing expansion-related losses—but they identify a “generational opportunity” for Eternal in quick commerce.

Analysts are somewhat divided after results: sustained performance above resistance levels may prompt further upside, but prudent investors are advised to await a concrete breakout given the profit drop. The stock’s outperformance of the Sensex (both weekly and monthly) speaks to its powerful narrative, underpinned by robust business execution.

The path ahead is defined by a balancing act—capitalizing on first-mover advantages in quick commerce while managing short-term profitability setbacks and regulatory exposure (notably a ₹441 crore GST dispute). Eternal’s upcoming 15th AGM on August 19, 2025, and continuity with top-tier auditors signal stability and governance emphasis, essential for sustaining institutional confidence.

Jio Financial Services: Structurally Sound, Margin-Constrained Growth in India’s Fintech Boom

Jio Financial Services reported a resilient start to FY26, posting a 3.8% YoY uptick in consolidated net profit to ₹325 crore, buoyed by a 46.6% surge in operating revenue (₹612 crore) and a significant 52% jump in net interest income. While operational growth impressed, tightening profit margins and a sequential decline versus prior averages underscore the intensifying competitive and cost environment.

Strategically, Jio Financial orchestrated two landmark moves: acquiring SBI’s 7.9 crore share stake in Jio Payments Bank for ₹104 crore—thereby taking full ownership—and launching a reinsurance joint venture with Allianz Europe B.V. These activities are poised to expand Jio’s digital banking capacities and advance its insurance presence, unlocking new value verticals within the sprawling Reliance Group ecosystem.

Market volatility has been pronounced, with shares oscillating between ₹282.70 and ₹335.30 over the past month—a spread of 8.16%—and settling at ₹318.10 post-earnings. Trading volumes remain robust, reflecting sustained investor engagement.

From an analyst perspective, KR Choksey maintained a pragmatic "Hold" rating with a target of ₹286, highlighting strong growth but urging vigilance over margin contractions. The broader brokerage consensus is neutral to cautiously optimistic, advocating either holding positions for further consolidation or selectively buying on significant pullbacks. The potential inclusion of Jio Financial in the Nifty 50 index could trigger passive inflows, offering a technical bid for the stock.

Jio Financial’s outlook is compelling, underpinned by the synergy potential within the Reliance network and the burgeoning Indian digital finance sector. Noteworthy is the Jio BlackRock asset management arm’s recent SEBI approvals for new index funds—further evidence of ambition to scale across financial services verticals. Yet, ongoing profit compression admonishes a disciplined approach, with long-term upside contingent on successful integration of new ventures and stabilization of margins.

Strategic Takeaways for Investors: Riding India’s Growth—With Caution

Suzlon Energy remains at the vanguard of India’s green energy agenda, boasting a robust operational pipeline and sectoral tailwinds. The near-term technical setup discourages aggressive accumulation until key supports are confirmed, but long-term prospects remain enticing for believers in India’s renewable trajectory.

Eternal Limited is redefining the digital commerce landscape, with catalytic growth in quick commerce and robust institutional backing. The challenge will be to reconcile profit volatility with ongoing market share gains and innovation-led expansion. Investors willing to stomach interim volatility may be rewarded in coming cycles.

Jio Financial Services exemplifies India’s fintech promise—scaling fast, targeting new verticals, and capitalizing on ecosystem synergies. However, rising competition and narrowing margins warrant careful entry. Professional investors are well-served by a wait-and-watch approach, monitoring the impact of recent strategic moves and clarity on future profitability.