Stocks in Focus Today, July 15, 2026: Cement, Chemicals and Mobility Stocks Rally on Wednesday

Mumbai: July 15: Cement, chemicals and mobility stocks led gains on Wednesday even as broader index Nifty 50 advanced more modestly, highlighting good stock picking in these three sectors. Cement stocks rallied the hardest with small and midcaps doing much of the heavy lifting while chemicals stocks were boosted by strong buying in fluorochemical and agrochemical names. Auto, aviation and new age consumption stocks classified under mobility also had a decent session with IndiGo (INDIGO), Hyundai (HYUNDAI) and Eternal (ETERNAL) catching the eye through the day. 

Cement stocks such as Nuvoco Vistas (NUVOCO) surged 14.15% to Rs 389.70 from its previous close of Rs 341.40, far outperforming its sectoral peers. Birla Corporation (BIRLACORPN) climbed 6.11% to Rs 1,026.15 from Rs 967.05, while JK Lakshmi Cement (JKLAKSHMI) rose 5.24% to Rs 591 from Rs 561.60. Dalmia Bharat (DALBHARAT) gained 3.09% to Rs 1,816.20 from Rs 1,761.70, and sector bellwether UltraTech Cement (ULTRACEMCO) added 2.56% to Rs 11,790 against its previous close of Rs 11,496. Among largecaps only Grasim (GRASIM) slipped 0.27% to Rs 3,105. 

Gujarat Fluorochemicals (FLUOROCHEM) jumped 4.04% to Rs 4,082.30 from Rs 3,923.90, and Aarti Industries (AARTIIND) was close behind with a 4% gain to Rs 502.35 from Rs 483.05. UPL rose 1.92% to Rs 604.55, PI Industries (PIIND) added 1.82% to Rs 2,583.50, and Pidilite Industries (PIDILITIND) gained 1.73% to Rs 1,582.30 by the close bell. Deepak Nitrite (DEEPAKNTR) also moved up 1.72% to Rs 1,698. Tata Chemicals (TATACHEM), Chambal Fertilisers (CHAMBLFERT) and Linde India (LINDEINDIA) traded lower through the session, indicating selective buying. 

Hyundai (HYUNDAI) led the mobility basket with 3.2% rise to Rs 2,022.50 from Rs 1,959.70 followed by Eternal (ETERNAL), up 3.06% to Rs 294.90 from Rs 286.15. Tata Motors Commercial Vehicles (TMCV) gained 2.6% to Rs 428.25. IndiGo (INDIGO) climbed 1.73% to Rs 5,196.50 from Rs 5,108, and Eicher Motors (EICHERMOT) added 1.7% to Rs 7,403.50. Bajaj Auto (BAJAJ- AUTO) and MRF also joined the party with gains of 1.49% and 1.43% respectively. Balkrishna Industries (BALKRISIND), TVS Motor (TVSMOTOR) and GMR Airports (GMRAIRPORT) bucked the trend and ended the day in the red. 

The Nifty Cement index climbed 2.01% to end near 15,374.55, adding more than 300 points to its previous close of 15,071.05. It was the best performing sectoral index of the day. The Nifty Chemicals index rose 1.13% to around 29,959.20 compared with 29,624.75 previously, while the Nifty Mobility index gained 1.05% to close near 22,449.25 versus 22,216.50 in the previous session. 

Traders said strength in cement stocks was due to hopes of a pickup in construction activity and better pricing power going into monsoon led demand season. Smaller cement stocks outpaced largecaps on this day. In chemicals, fluorochemical and specialty names found favour amid steady export demand while fertiliser linked stocks lagged. Mobility pack benefited from a combination of factors, ranging from auto demand optimism to sustained interest in new age consumption names like Eternal (ETERNAL) and a broad recovery in aviation stocks led by IndiGo (INDIGO). 

India volatility index, India VIX eased over 4% during the session, indicating that investors became a little less anxious after a volatile run during the past few days. Interestingly volumes in cement counters were much higher than normal with Nuvoco Vistas (NUVOCO) and Ambuja Cements (AMBUJACEM) figuring among most actively traded stocks in the sector suggesting that it was fresh buying rather than short covering. 

Stock specific action seemed to dominate the markets rather than broad based buying and selling on Wednesday. Market watchers said this trend of selective stock movement is likely to continue in the near term as well, with investors focusing on individual stocks. Cement, chemicals and mobility stocks are worth watching closely in the coming sessions. 

Source

• nseindia.com