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Britannia Industries reported a modest 2% YoY increase in PAT for Q1 FY26, reaching Rs 521 crore, with revenue up 9% to Rs 4,622 crore. Executive Vice-Chairman Varun Berry attributed the 10% sales growth to focused execution and efficiency improvements. The company experienced double-digit growth in key states and bakery categories, supported by improving consumption trends.

India s corporate bond market anticipates a boost as rate cuts are expected in late 2025 or early 2026, prompting companies to secure lower borrowing costs. Falling government security yields are also increasing investor interest in high-grade corporate bonds. Short-term issuances and ESG bonds are gaining traction, driven by evolving investor preferences and regulatory support.

Jimeet Modi of SAMCO Group sees earnings as the market s main challenge. He advises against chasing recent mid and small-cap outperformers. Modi suggests a 60-25-15 investment strategy. This includes equities, debt, and precious metals. He anticipates a strong earnings recovery in the second half of the fiscal year. Diversifying into non-correlated assets is crucial for managing risk, according to Modi.

India s corporate bond market is steadily growing, reaching ₹47 trillion, driven by high-rated entities, while regulatory reforms address liquidity issues. Despite FII outflows and IPO deal declines, strong domestic flows and resilient economic fundamentals support market optimism. Opportunities arise in sectors linked to domestic demand, with smart money favoring companies with solid financials.

Zerodha Fund House introduces a Multi Asset Passive FoF. It allocates to gold, G-Secs, largecap, and midcap ETFs. This fund simplifies investing across asset classes. It suits beginners and those wanting portfolio consolidation. The fund aims for long-term, risk-adjusted returns. Zerodha emphasizes simplicity and accessibility through tech solutions. They foresee growth in thematic ETFs but focus on core passive funds.

Britannia Industries reported a 3% YoY rise in Q1FY26 net profit to Rs 521 crore, with revenue up 9% at Rs 4,622 crore. Sequentially, profit fell 7%. Higher raw material costs impacted margins. The company saw double-digit sales growth in key markets, supported by improving consumption trends and operational efficiencies.

Following weak US jobs data, the likelihood of an RBI repo rate cut has grown, fueled by anticipation of a potential Fed rate cut in September. Despite some traders leaning towards a rate cut, the RBI s Monetary Policy Committee is expected to maintain a pause with a neutral stance.

UBS has initiated coverage on power generation equipment manufacturers, issuing buy ratings for BHEL, Waaree Energies, Premier Energies, and Suzlon. The brokerage anticipates a significant investment of ₹11 trillion in India s power sector between FY25-FY30, driven by policy tailwinds and technology adoption. Solar energy is expected to dominate the profit pool, followed by thermal, with BHEL maintaining a strong position.

Following the stake sale, shares of One97 Communications fell 1.45% to ₹1,062 apiece on NSE, while the scrip of the company went lower by 1.23% to ₹1,065 on BSE.

Welspun Corp s shares dipped after US tariffs despite the company s localized US production, which MD Vipul Mathur believes will benefit them. Fueled by a strong order book and global expansion, the company s stock has seen significant gains over the past year. Welspun is expanding in Saudi Arabia and India, projecting substantial revenue and operating profit growth by FY26.