Airtel Africa posted a 25% YoY revenue surge to $1.41 billion and a 20% profit rise to $156 million in Q1 FY26, driven by tariff hikes, strong data growth, and subscriber expansion, especially in Nigeria and Francophone Africa.

Aadhar Housing Finance posted an 18.5% YoY rise in Q1 net profit to ₹237 crore on a 19.4% income increase, despite higher provisions and a slight NIM dip. Disbursements surged 32%, and AUM grew 22% YoY.

A decline in promoter holdings may hint at fundraising or possible misalignment of interests. Nine Nifty500 companies saw significant stake reductions in the June 2025 quarter versus March.

Wall Street s main indexes opened steady on Friday following record closes for the S&P 500 and the Nasdaq in the previous session, while investors looked for signs of progress in trade talks as they braced for the August 1 tariff deadline.

Sensex and Nifty fell sharply on Friday due to financial stock sell-off. Mixed earnings drove stock-specific moves, with IEX, Phoenix Mills rising, while Chennai Petro, Intellect, and APL Apollo declined.

Influencer Ankur Warikoo critiqued Zerodha s shrinking appeal among young investors, citing its lack of fun, relatability, and aspirational branding. He advised content revamp, cultural relevance, and positioning Zerodha as a cool, quiet rebel in investing.

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.