Samvitti Capital s S Prabhakar Kudva suggests Indian equities are consolidating after a strong rally, anticipating the next bullish phase post-September 2025. He emphasizes mid and small-caps growth potential, robust domestic liquidity, and possible FII inflows amid shifting global dynamics. Kudva highlights key sectors like Pharma, Auto Components, and Defence, viewing the current market as ideal for stock pickers.

Yes Bank reported a 59% YoY jump in Q1FY26 net profit to Rs 801 crore, driven by higher non-interest income and improved NII. Asset quality remained stable, while NIM rose to 2.5%. Technical indicators suggest a potential trend reversal, with analysts projecting a near-term upside towards Rs 21.50–23.00, backed by bullish chart patterns and strong support levels.

Priyankar Sarkar s Square 64 Capital Advisors LLP s multicap fund has delivered impressive returns, emphasizing consistent cash flow and ROCE. Their investment strategy focuses on value-oriented, high-quality businesses overlooked by the market. The fund maintains diversification through sector limits and tactical cash positions, navigating volatile markets with a cautious approach to valuations.

Dividend yield shows how much a company pays out in dividends each year compared to its stock price. As per Trendlyne data, these 7 stocks from the Nifty500 index gave dividend yields of up to 9% in the last 12 months.

HDFC Bank s Q1FY26 standalone net profit rose 12% YoY to Rs 18,155 crore. The bank announced its first-ever 1:1 bonus issue and a special interim dividend of Rs 5 per share. Antique maintains a Buy rating with a target price of Rs 2,270, citing an improved growth outlook and potential RoA expansion.

Sona Comstar has signed a $20 million JV deal with China’s Jinnaite Machinery to manufacture driveline systems for EVs and non-EVs. Backed by JNT’s patented tech and strong OEM clientele, the venture aims to tap growth in China and global markets. With a robust order book, operations are expected to begin in H2 FY26.

RBL Bank s shares are under scrutiny following a 46% YoY drop in net profit for Q1FY26, reaching ₹200.33 crore due to decreased interest income and increased operating expenses. NII fell by 13% YoY to ₹1,481 crore, with NIM at 4.50%. Despite a slight rise in GNPA to 2.78%, NNPA improved to 0.45%.

The Indian market is expected to open lower on Monday amid weak global cues. Nifty futures closed at 25,026, down 0.59%, while India VIX edged up. Options data suggests a broad range of 24,500–25,500, with profit-taking pressure visible. Analysts recommend select stock picks and F&O strategies as Nifty struggles to reclaim the 25,000 mark.

Brigade Hotel Ventures, a South Indian hotel developer, has set its IPO price band at ₹85-90 per share, aiming to raise ₹749.6 crore. The IPO opens on July 24 and closes on July 28, with a valuation exceeding ₹3,400 crore at the upper band. Funds will be used for debt repayment, land acquisition, and strategic initiatives.