Growth, prices, interest rates, the rupee and the public purse.
Brokerages expect profit to rise sharply on strong loan growth. The bigger question is what the Supreme Court's revival of ₹8,415 crore of written-off bonds means for the bank's capital.
The Kerala lender's bad loans fell to ten-year lows and its margins widened. Punjab National Bank earned ₹5,532 crore as its bad loans shrank.
The IT company formerly called LTIMindtree grew rupee revenue 13.6%, helped by the weak rupee, but its dollar revenue rose just 1.1% from the previous quarter.
The currency closed at 94.89 a dollar, about 2% stronger than a week ago. Reserves fell for a fifth straight week as the RBI kept selling dollars to defend it.
The two listed property developers reported their September-quarter numbers on Friday. Oberoi's revenue fell 6% from a year earlier but its profit jumped 40% from the June quarter.
Big investors are holding back from the ₹5,012 crore Zetwerk offer, while the much smaller Tonbo Imaging sale is drawing heavy demand from wealthy individuals. Both close on Monday.
The Bajaj group's mortgage lender earned ₹757 crore in the September quarter. Its assets under management crossed ₹1.58 lakh crore, though bad loans edged up.
Precious metals extended Thursday's rebound ahead of the festive weekend, while Brent crude eased to about $105.6 a barrel but stayed far above last year's levels.
Tech Mahindra, TCS and Infosys led Friday's gains after strong results from the sector. The Nifty closed above 23,000 for the first time this week and foreign funds turned buyers.
Stronger exports of goods and services trimmed the gap from a year earlier. A surge in bank capital inflows produced a balance of payments surplus of $45.4 billion for the month.
Chip stocks led a rebound in Tokyo and Seoul on Friday morning, Wall Street ended a three-day losing run and Brent crude slipped. Foreign funds sold heavily in India on Thursday.
Two share sales that opened on Thursday got very different receptions. Both enter their second day on Friday and close on 19 October.
From the fortnight starting Friday, banks must keep at least 99% of their required CRR balance with the RBI every day, instead of 90%. The aim is to soak up surplus cash.
A busy Thursday of September-quarter results brought higher profits at the cable maker, the insurer, the railway financier and the fund house.
IT services revenue was stuck at $2.61 billion in the September quarter. The outlook for October to December came in below analysts' estimates, and the US-listed shares fell.
The Pune company reported its 26th straight quarter of revenue growth. Reported profit fell 25.4% as it worked towards closing its purchase of IT services company Nagarro.
Shareholders will get one free share for every share they hold, subject to their approval, plus a ₹15 interim dividend. Deal wins topped $1 billion for a fourth straight quarter.
Revenue came in close to what brokers expected, but higher costs pulled profit below both the June quarter and a year ago.
Private banks led a broad rally in large shares while small and midcaps fell. The rupee gained for a fifth day and closed at 95.05 a dollar.
The ₹5,012 crore issue was 12% subscribed by mid-afternoon, with retail investors the keenest. Brokers are split over the company's losses and valuation.
The court dismissed appeals by the bank, the RBI and the Centre against a 2023 ruling that quashed the bonds' write-off during the lender's 2020 rescue.
Electronics, petroleum products and engineering goods drove the rise, and the trade deficit narrowed to $30.21 billion from $33 billion a year ago.
Operating profit hit a record and losses in the digital business halved from the June quarter.
Brokers expect modest growth at Wipro and a profit jump of about 30% at Tech Mahindra, whose board will also consider its first bonus issue in 11 years.
The broking app's parent earned less than half its revenue from equity derivatives in July to September. BHEL and Canara Bank shares rose on their results.
Small companies worth up to ₹1,000 crore after an IPO would have to list on the SME platform, and the profit bar would rise to an average of ₹3 crore a year.
Record freight costs and long voyages made American barrels less attractive in September, while imports from West Asia rose 67%. Brent stays above $106.
IT and consumer stocks rose, but drugmakers lost ₹25,169 crore in market value. The rupee firmed for a fourth day to close near 95.16 a dollar.
Fuel, food and factory goods all got dearer. Crude oil and gas prices at the wholesale level were 57% higher than a year ago, and the print beat what economists had expected.
The productivity-linked bonus will cost ₹2,009.61 crore. Loco pilots, guards, station masters and track maintainers can get up to ₹17,951 each.
Selling in the first nine months is nearly double last year's full-year total, as high US yields, the AI trade abroad, costly oil and a weak rupee draw money away.
Every issue would need a monitoring agency reporting straight to the exchanges, and companies that stonewall it could face ₹50,000 fines and frozen promoter holdings.
The fee on larger shop payments was due to start on 15 October. It will now begin on a date to be notified after the festival, a delay of weeks rather than months.
The insurer's protection and annuity business grew strongly in the first half, but the stock gave up its early gains and stayed close to its 52-week low.
India's biggest carmaker has lost a third of its market value this year and fell even as the wider market rallied, with brokers warning the post-GST sales boost is fading.
HCLTech's results set off the IT sector's best day in 17 months, and the Finance Minister's remarks on capital gains tax lifted the market in the final hour. The rupee firmed to 95.28.
The Fund reversed its July downgrade, citing resilient domestic demand and services, while flagging oil, a prolonged war in West Asia and a possible AI investment correction as risks.
Oil rose about 2% overnight as the Houthi strike on Saudi Arabia revived supply fears, while chip stocks dragged the Nasdaq lower and US bond yields stayed near 24-year highs.
Prices in India eased on Monday and remain well below this year's peak, even as money keeps flowing into gold-backed funds around the world.
Fuel and power prices have been rising at more than 20% a year at the factory gate, and economists expect the headline wholesale rate to break into double digits.
The Mumbai-based lender's loans grew 42% and bad loans fell to 1.02%, as capital from its new Dubai parent and lower card stress lifted earnings.
Shoppers placed 8-9 crore orders on Amazon, Flipkart, Meesho and other platforms, with two in three coming from smaller towns and rural areas, according to Redseer.
The Noida-based IT services company raised the lower end of its growth forecast for the year and declared a ₹12 dividend, as revenue from advanced AI work rose 78%.
Food inflation climbed to 7.74%, and prices rose faster in villages than in cities. Economists now expect the RBI to raise rates again in December.
The fund house grew revenue 16% as equity assets rose, but profit fell from the June quarter after a sharp drop in other income.
The Bengaluru manufacturing company has enlarged both its fresh issue and the share sale by early backers, and seeks a valuation of about ₹25,583 crore.
The RBI's weekend measures lifted the rupee 93 paise to close at 95.78 a dollar, but rising bond yields, foreign selling and a slide in FMCG and bank shares pulled stocks lower.
India's largest IT company grew revenue 0.5% in constant currency in July-September. HCLTech reports today, and Wipro and Tech Mahindra on Thursday.
From 16 October banks will have less room to dip below their cash reserve requirement on any single day. The RBI is also selling ₹25,000 crore of government bonds on 13 October.
The Centre's deficit for April-August was ₹7.10 lakh crore. Weak excise collections after the fuel duty cut and higher subsidies are squeezing the 4.3% target.
The 57th Council meeting left the 5% and 18% slabs alone and focused on enforcement, refunds and registration. Most changes need law amendments or notifications first.
Services and investment led the first quarter of 2026-27. It is also the first Q1 reading on the new GDP series with base year 2022-23.
The Monetary Policy Committee voted 6-0 for the increase and changed its stance to calibrated tightening, saying rate cuts are off the table in the near term.
Food prices pushed CPI inflation up from 4.45% in July, with rural inflation well above urban. September data on the new 2024-base series is due on 12 October.
The RBI will meet the full daily dollar needs of three state-run oil companies from 12 October and has tightened rules on currency hedging, after reserves fell for four straight weeks.
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