FinEdge By Sharewealth

Next week, several prominent companies are scheduled to announce their Q1 FY27 financial results. Among those expected to report are Bharti Airtel, ONGC, Nykaa, BSE, Life Insurance Corporation of India (LIC), State Bank of India (SBI), Titan Company, and Delhivery.

Several major companies, including Bharti Airtel, ONGC, and the State Bank of India, are scheduled to release their Q1 results for the 2026 fiscal year next week, along with other notable firms such as LIC and Titan Company.

Investors are becoming more selective about stocks linked to artificial intelligence, favoring companies like Microsoft and Amazon that show clear returns on investment, while penalizing those like Meta and Alphabet with rising spending and weaker cash flows. European equities have outperformed, with gains in financials, energy, and healthcare.

Tata Motors' domestic commercial vehicle sales increased by 28% to 33,876 units, with total sales rising 37% to 39,641 units. The company's international business more than doubled, with exports reaching 5,765 units, and growth was seen across various segments including heavy trucks and small commercial vehicles.

Trendlyne's consensus estimates have identified 10 large-cap stocks on the BSE with potential upside of 25-37% over the next 12 months. The list is led by HDFC Bank and HDFC Life, and also includes ICICI Prudential, Axis Bank, and Reliance Industries among others.

Trendlyne's estimates have identified 10 large-cap BSE stocks with potential upside of 25-37% over the next 12 months. The list is led by HDFC Bank and HDFC Life, and also includes ICICI Prudential, Axis Bank, and Reliance Industries among others.

The market valuation of nine of the top-10 most valued firms increased by Rs 2.51 lakh crore. Bajaj Finance saw the largest gain, adding Rs 80,000 crore to its value. Bharti Airtel and TCS also experienced significant increases in their market capitalization, contributing to the overall rise.

Foreign investors became net buyers of Indian equities in July, investing Rs 20,200 crore, reversing a four-month selling trend. Attractive valuations and strong corporate earnings contributed to the surge. Foreign capital also flowed into the debt market, indicating a shift in interest, with the future of these investments dependent on global market conditions and domestic economic indicators.

The market value of nine out of the top-10 most valued firms increased by ₹2.51 lakh crore, with Bajaj Finance being the biggest gainer. The BSE Sensex rose 2,034.87 points and the NSE Nifty gained 616.15 points, with both indices showing a growth of around 2.6 percent.

Foreign investors reversed a four-month selling trend with a net inflow of ₹20,200 crore in July. Despite this, they have withdrawn a net ₹2.54 lakh crore from Indian equities so far in 2026, exceeding the ₹1.66 lakh crore withdrawn in the whole of 2025.

The market valuation of nine of the top ten most valued firms increased by Rs 2.51 lakh crore. Bajaj Finance saw the largest gain, adding Rs 80,000 crore to its value, followed by Bharti Airtel and TCS, which also experienced significant rises in their market capitalization.

Foreign investors became net buyers of Indian equities in July, investing Rs 20,200 crore, reversing a four-month selling trend. Attractive valuations and strong corporate earnings contributed to the surge. Foreign capital also flowed into the debt market, indicating a shift in interest, with future investments dependent on global and domestic economic conditions.

Fertiliser sales have increased, reaching 41.09 million tonnes by July 17, amid a revival in kharif sowing. Urea remains the most widely sold fertiliser. The sales figure is part of an estimated demand of 74.28 million tonnes for the entire month, indicating a rebound in the fertiliser market.