Key Takeaways
May 4, 2026 · 2 min read · By Rishabh Bhardwaj
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AI-assisted, human-reviewed · Our editorial standards
Several major Indian companies reported their January, March 2026 quarterly results on May 4, with a broad set of sectors showing profit growth or improved performance.
The results collectively point to resilient corporate earnings across construction materials, financial services, engineering, and real estate for the March quarter. Ather Energy's narrowing loss is worth tracking, the EV maker competes directly with Ola Electric and legacy two-wheeler brands, and a tighter loss signals improving unit economics as it expands. BHEL's performance is a useful indicator of government capital expenditure momentum, particularly in power infrastructure. Godrej Properties and Sobha both benefiting in the same quarter reinforces that premium residential real estate demand remains firm heading into the new financial year.
Detailed earnings breakdowns, management commentary, and guidance updates from each company were expected to follow through the day and will shape near-term stock moves for these names.
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.