DATE31 Jul
Morning brief · Saturday, 1 August 2026
P&G Hygiene’s 37% slump divides investors: value buy or value trap
Market pulse
The benchmark Nifty and Bank Nifty indices posted modest gains to close the session, although a sharp selloff in the technology sector weighed on the broader market. Standout performers included Bajaj Finance and Hyundai, which both surged over eight percent, while Aptus and Sagility faced significant selling pressure.
From the investor's mind
One post worth your time, explained

@aditya_kondawar · on X
Aditya Kondawar highlights the widespread electrification occurring across all categories of the Indian automotive sector, a significant structural shift in the industry. In two-wheelers, major players like Ather, TVS, Bajaj, Eicher, Hero, Ola, Honda, and Suzuki are embracing electric models. The four-wheeler segment sees Tata Motors and Mahindra & Mahindra leading the charge, alongside Maruti and Hyundai. Even three-wheelers are undergoing electrification, with offerings such as Mahindra Last Mile Mobility's Treo, Piaggio's Ape E-City, Euler Motors' HiLoad EV, Bajaj Auto's electric RE, and Omega. This broad adoption signifies that the transition to electric vehicles is a comprehensive trend impacting all segments of the Indian auto market.
Word in the street
What the wider market is buzzing about
Procter & Gamble Hygiene and Health Care Limited
₹8,477Past year ▼ 37%M.cap ₹29,104 Cr
A year-long slump of nearly 37 percent in Procter & Gamble Hygiene and Health Care has split investor opinion down the middle. For some, the ₹29,104 crore company’s persistent lack of growth is a clear signal to stay away. One long-term holder, invested for nine years, finally exited in 2024, questioning why a company with vast opportunity in feminine hygiene was not expanding faster. For others, however, this exact moment marks an entry point. They see the extended period of degrowth and corrected valuations as a rare chance to buy into a stalwart. Yet, a third view remains skeptical, suggesting any recovery will be short-lived before returning to its sub-par growth story.
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