Bajaj Finance shares experienced a 4.7% drop on Friday due to analysts concerns about asset quality pressures within the MSME sector following the first-quarter results. JP Morgan anticipates potential negative earnings revisions stemming from downside risks to growth guidance and emerging stress in the MSME portfolio. UBS s price target even suggests a possible downside of 18%.

The variable rate reverse repo auction saw strong demand. Banks chose to deposit funds with the Reserve Bank of India. This happened amidst a decrease in overnight money market rates. The central bank intervened to maintain rates around the policy repo rate. Lower auction size and liquidity expectations drove higher participation. The weighted average call rate also experienced a decline.

India’s 10-year bond yields rose to 6.37% after RBI Governor Sanjay Malhotra emphasized price stability, cooling hopes of an August rate cut despite low inflation data.

Orient Cement Ltd, now part of billionaire Gautam Adani-led Adani Group, on Friday reported a multi-fold jump in its net profit to Rs 205.37 crore for the first quarter ended June 2025.

Goldman Sachs bought nearly 9 lakh Authum Investment shares for Rs 200 crore at a 20% discount. Despite recent volatility, the stock remains a strong multibagger performer.

TVS Motor Company on Friday said its board will next week consider and approve raising of funds via the issue of securities on a private placement basis.

Realty firm Sobha Ltd on Friday reported a more than two times increase in its consolidated net profit to Rs 13.61 crore for the quarter ended June.

Hexaware Technologies posted a 38% YoY profit rise to ₹380 crore in Q2, but missed expectations due to higher costs and muted revenue. Revenue guidance was also lowered, prompting a 10.7% stock decline despite steady overall growth.

Despite the Sensex falling 720 points on Friday, seven BSE 500 stocks including Laurus Labs, Shyam Metalics, and ICICI Bank touched new 52-week highs, reflecting strong bullish momentum amid broader market weakness.