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Sachin Shah notes that companies delivering strong earnings—such as HDFC Bank, ICICI Bank, Eternal, Paytm, and Laurus Labs—are being rewarded by investors. Conversely, companies with weaker results are not seeing sharp selloffs.

Kotak Alternate Asset s Jitendra Gohil anticipates heightened competition across Indian sectors due to government initiatives and reduced business costs, potentially pressuring earnings despite strong macro fundamentals. He advises investors to be selective, focusing on companies with strong management and the ability to acquire and turn around businesses. FIIs are hesitant due to high valuations, awaiting a correction before returning.

Asian Paints Q1 Results FY26: Asian Paints reported a 6% YoY decline in consolidated net profit for the June quarter, reaching Rs 1,100 crore. Revenue from operations marginally decreased by 0.20% YoY to Rs 8,924 crore. However, the company experienced a significant 59% sequential increase in PAT and a 7% QoQ rise in revenue compared to the previous quarter.

India s GMR Energy plans to raise 16 billion rupees ($184 million) via five-year bonds, two sources told Reuters on Tuesday, as the holding firm for two major power units taps the market for fresh funding.

Happiest Minds Technologies on Tuesday reported an 11.9 per cent increase in consolidated net profit at Rs 57.1 crore for June quarter 2025-26.

A Balasubramanian of ABSL AMC indicates Indian markets are stable due to good interest rates and agriculture. The festival season is expected to boost the rural economy. Government spending drives cement and steel sales. While trade deals offer benefits, tech disruptions cause caution. Lending growth is slow. Banking is performing well.

Ambit Asset Management has rolled out the Ambit Pricing Prowess Fund, a long-only, open-ended Category III flexi-cap AIF aimed at long-term investors. The fund will invest in high-quality companies with strong pricing power, using a proprietary framework to identify consistent compounders with robust margins and earnings growth.

Godfrey Phillips India, via a filing, has informed the stock exchanges that its Board of Directors will meet on Monday, August 4, to consider a proposal for the issuance of bonus equity shares for the first time in the company’s history. The proposal, if approved, will involve issuing bonus shares in the ratio of 2:1.

NSE Q1 Results: NSE reported a consolidated net profit increase of 14% YoY, reaching Rs 2,924 crore for Q1 FY26, despite an 11% YoY drop in revenue to Rs 4,032 crore. Sequentially, revenue grew by 7%, driven by higher transaction charges, while operating EBITDA saw a marginal YoY increase. The exchange contributed significantly to the exchequer and maintained dominant market shares across segments.