HDFC Bank is forecast to post net profit growth of approximately 9% year-on-year for Q4 2026, alongside Net Interest Income expansion of around 6% YoY, according to analyst estimates ahead of results. Sequential performance is expected to remain largely flat, suggesting the bank's post-merger integration trajectory has stabilized rather than accelerated. Margins are anticipated to hold steady, a signal that HDFC Bank has managed funding costs and asset repricing without material deterioration. Investors are also watching for a dividend announcement, which would be a direct capital return signal. The steady-but-modest growth profile reflects broader pressures on Indian banking: elevated deposit competition, sluggish loan growth normalization, and a high base from the HDFC merger consolidation period. Key metrics to track on results day include net interest margin versus prior quarters, slippage ratios, and any forward guidance on credit growth and deposit mobilization, all of which will shape near-term valuation sentiment for the stock.
Indian startups raised $5.2 billion across 501 deals in H1 2026, down 9% in value but up 7% in deal count year-on-year, per the Inc42 Indian Tech Startup Funding Report. The drop is driven by fewer mega-rounds, while AI funding surged 317% and growth-stage deal activity hit a multi-year high.
The BSE Sensex fell 893 points and the Nifty 50 shed 279 points on June 30, 2026, wiping out roughly Rs 6 lakh crore in investor wealth in a single session. Both indices dropped 1.16%, closing at 76,200.68 and 23,824.10 respectively.
Kotak Mahindra Bank shares fell nearly 3% to Rs 397.6 after CEO Ashok Vaswani announced plans to exit the bank. Investor concern now centres on succession timing and whether the bank's ongoing digital and deposit-growth strategy will stay on track.
South Korea's Kospi dropped 3% at Monday's open while Japan's Nikkei fell 1%, as escalating US-Iran conflict triggered a broad risk-off move across Asian markets. South Korea's heavy reliance on Middle East oil imports makes it especially vulnerable to geopolitical shocks of this kind.
