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HDFC Bank announced a dividend of Rs 22 per share for eligible shareholders, setting June 27, 2025, as the record date. The bank s Q4 results for FY25 revealed a 6.7% YoY increase in net profit, reaching Rs 17,616 crore, alongside a 10.3% YoY rise in net interest income to Rs 32,070 crore.

Indian stock markets are experiencing a powerful rally, with the Sensex and Nifty surging past resistance levels. Experts cite positive macro factors like falling inflation, supportive monetary policy, and increased government spending. FII inflows have returned, strengthening the rupee. While caution is advised due to upcoming earnings and global uncertainties, the overall outlook remains bullish, particularly for domestic-focused sectors.

Sujan Hajra from Anand Rathi Group remains optimistic about India s growth and equity market, anticipating 12-13% annualised returns from large-cap equities. Despite global volatility and tariff tensions, India s resilient macro fundamentals and reasonable valuations support this outlook. He suggests overweighting financials and IT, while underweighting automobiles and FMCG, advocating for a balanced portfolio with fixed income for stability.

Chirag Muni discusses global macro trends, including US tariffs and their limited impact on India. He highlights the potential for 10–11% Nifty growth in the next year, with 13–14% returns achievable through mutual funds and balanced asset allocation.

On April 17, four stocks from the NSE list with market caps over Rs 10,000 crore saw their close prices drop below the 200 DMA, signaling a negative trend.

Infosys reported a 12% YoY drop in Q4 net profit and missed revenue estimates. The company in its guidance has projected revenue growth of 0%–3% in constant currency and an operating margin of 20%–22% for FY26.Brokerages like Nuvama and Emkay cut FY26-27 EPS and target prices but maintained Buy ratings, citing deal wins and cautious growth guidance.

ICICI Bank Q4 preview: The lender’s net interest income (NII)—the gap between interest earned and interest paid during the quarter—is expected to grow by 7.6% to 11% compared to the same quarter last year, likely falling between ₹20,543 crore and ₹21,170 crore.

HDFC Bank’s results will set the tone for BFSI earnings. MOFSL remains bullish, picking five financial stocks—Kotak Bank, Chola, Paytm, Poonawalla, and PNB Housing—expecting 10–15% potential returns.

Yes Bank is expected to post strong YoY earnings growth in Q4FY25, with PAT rising up to 44%, according to JM Financial and Anand Rathi. While profit momentum remains solid, margin pressure persists. Divergent projections reflect mixed views on profitability, NII growth, and loan performance.