HDFC Bank, ICICI Bank, and Yes Bank are scheduled to report March quarter results for FY26 on Saturday, marking one of the heaviest single-day earnings disclosures in India's private banking sector. The releases will cover the full fiscal year and close out a reporting cycle shaped by tight liquidity, competitive deposit pricing, and uneven credit demand across retail and wholesale segments. Analysts and investors will focus on net interest margin trajectories, with NIM compression having weighed on sector profitability through much of FY26. The key operating question is how quickly each institution can rebuild spreads in FY27 as the rate cycle and deposit competition evolve. Deposit mobilisation data will be scrutinised for signs that banks are reducing their reliance on high-cost term deposits, while credit cost disclosures will indicate whether asset quality held through the quarter. Guidance on loan growth appetite and margin recovery timelines will shape near-term sector valuations and fund positioning heading into the new fiscal year.
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.
