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.
The Indian government has launched an OFS to sell up to 6.5% of its LIC stake, opening for non-retail investors on August 4, 2026, at a floor price of Rs 382 per share, about 11% below Monday's close. The discounted offering is likely to pressure LIC shares in the near term as supply increases sharply.
More than a dozen major Indian companies including Bharti Airtel, ONGC, Pidilite, Nykaa, DLF, and Ather Energy report April-June 2026 earnings on August 4. Results span telecom, energy, consumer goods, real estate, and EV sectors, giving markets a broad read on corporate health mid-earnings season.
Amazon shares hit a new all-time high Monday, pushing its market cap above $3 trillion following a sustained post-earnings rally. The milestone places Amazon among the very few companies globally to reach this valuation, with investor focus on AWS and advertising growth driving the move.
Sensex Gains 500 Points as Oil Falls on Iran Talks
The Sensex rose around 500 points and the Nifty crossed 24,500 on Monday after Donald Trump announced talks with Iran, pushing oil prices lower. IndiGo, ITC, FMCG, and metals led the gains as cheaper crude eased cost and inflation concerns.
