IDFC First Bank is expected to report weak Q1 FY26 results with 31–68% YoY PAT decline due to NIM compression, high credit costs, and interest reversals. Loan and deposit growth may remain strong, but profitability faces pressure.

Bank of Baroda posted a modest 2% YoY rise in Q1 FY26 profit to ₹4,541 crore. Net interest income dipped 1.4%, impacted by tax refund reclassification. Deposits and advances, both domestic and international, grew strongly year-on-year.

The Indian rupee fell to a one-month low on Friday, and logged its third straight weekly decline, pressured by outflows from local stocks and caution among investors ahead of a news-heavy week dominated by tariffs and central bank decisions.

Ventura Securities projects Sensex at 115,836 and Nifty at 43,876 by FY28, backed by 12–14% EPS growth and resilient macro trends. Sectors like engineering and BFSI drive earnings momentum. India’s demographics, reforms, and stable debt levels position it as a top global investment destination despite persistent risks.

Cipla Q1 Results: Cipla reported a 10% YoY increase in consolidated net profit, reaching Rs 1,298 crore for the June quarter, driven by a 4% rise in revenue from operations to Rs 6,957 crore. EBITDA stood at Rs 1,778 crore, reflecting a slight margin dip to 25.6%. The company s profit before tax reached Rs 1,770 crore.

The ₹4,011.6 crore IPO of NSDL is scheduled to open for public subscription from July 30 to August 1, with anchor investors bidding on July 29. The entire issue is an Offer for Sale (OFS) of up to 5.01 crore shares by existing shareholders, including IDBI Bank, NSE, Union Bank of India, SBI, HDFC Bank, and SUUTI.

Shriram Finance Q1 Results: The profit after tax (PAT) increased slightly by 0.8% quarter-on-quarter compared to ₹2,139 crore in Q4FY25, while net interest income (NII) declined marginally by 0.41% sequentially from ₹6,051 crore in the same period.

Shares of Sona Comstar fell 3% after a public dispute erupted within the promoter family. Rani Kapur, mother of the late Sunjay Kapur and majority shareholder, urged the company to postpone its July 25 AGM, citing coercion and document misuse following her son s “sudden and suspicious” death. The controversy has sparked legal concerns and investor unease.

The Reserve Bank of India will conduct a VRRR auction on Friday to absorb ₹1.25 lakh crore, following repo injections amid fluctuating call rates and surplus liquidity. The move comes ahead of a key government securities auction.

Embassy Office Parks REIT raised ₹2,000 crore through India’s first 10-year NCD by a REIT, marking a milestone in REIT debt markets. Proceeds will refinance debt, reduce interest costs, and support liability management, with strong institutional investor participation.