Judo Capital Holdings Ltd (ASX: JDO) plunged 40.4% on 25 June after lifting its FY2026 cost of risk forecast and cutting its full-year profit guidance. The bank lowered FY2026 profit before tax guidance to $163 million–$169 million from $180 million–$190 million, and its FY2027 outlook also came in below market expectations. The company said provisions were tied to three deteriorating customer exposures across different sectors, reviving concerns over asset quality and risk controls. Investor Pulse’s Mark Elzayed reiterated a sell call, citing elevated provisioning risk, according to The Bull.

ANSEM has launched a Solana-based game that generated $50万美元 in revenue in its first week and ranked among the top 20 revenue-producing apps in the Solana ecosystem. The team said it will direct 100% of the game’s revenue to buy back tokens and support the $ANSEM community. It described the structure as a user-acquisition flywheel that uses the ANSEM community as an initial user base to attract builders and applications. The move positions ANSEM as evolving from a creator token into a crypto-native ecosystem with real application utility, a cash-flow loop and community-driven growth.

Bajaj Auto reported FY2026 Q1 results with consolidated net profit up 45.9% year on year to Rs 3,225.63 crore and revenue from operations rising 65% to Rs 21,688.83 crore. The company’s EBITDA margin expanded 10 basis points sequentially, prompting multiple brokerages to raise target prices and EPS forecasts. Motilal Oswal upgraded the stock to ‘Buy’, while Jefferies kept a ‘Hold’ rating but raised earnings expectations. Management said monthly export volumes are expected to reach around 2.5 lakh units from the second quarter onward, according to brokerages.

Paladin Energy issued FY2027 uranium production and cost guidance after a successful ramp-up at its Langer Heinrich mine. Resolute Mining said the mineral resource estimate at its ABC Project in Cote d'Ivoire increased to 3 million ounces of contained gold and it is expanding drilling. Westgold reported record FY2026 gold production of 387,354 ounces, beating guidance, and said its cash, bullion and liquid investments rose to $939 million.

Australian equities were higher by midday, led by gains in basic materials as investors returned to mining and energy stocks. Copper rose to its highest level since mid-June, while gold climbed to $US4,122 an ounce and Brent crude traded above $US92 a barrel, a six-week high. Market focus remained on the escalating U.S.-Iran conflict entering a tenth day of exchanges, alongside a rebound in U.S. semiconductor shares and heightened geopolitical risk premiums.

U.S. President Donald Trump said imported generic drugs will face a tiered tariff schedule starting Aug. 1, 2026, beginning with a two-year zero-rate period. He added the duty would rise to 100% in the third year and 200% from the fourth year onward to encourage manufacturers to shift generic drug production to the United States. The move directly affects Indian exporters such as Aurobindo Pharma and Sun Pharma, where U.S. shipments make up more than 30%–46% of FY26 revenue.

India has approved financial support of 1.9 trillion rupees ($19.7 billion) to boost domestic chip and smartphone production and is screening more than 100 key imported products for local manufacturing, including electronics, chemicals and fertilizers. A basket of 15 import-substitution-linked stocks has outperformed the NIFTY5 index by more than 22 percentage points. The effort is an upgrade to the “Make in India” policy aimed at easing a $333 billion trade deficit and reducing supply-chain vulnerabilities.

Cracker Barrel said it sold the Maple Street Biscuit Company brand and assets tied to 35 locations and will close the remaining 16 restaurants. Separately, it completed a sale-leaseback transaction covering 26 company-owned locations, generating roughly $77 million in net proceeds. The company said it plans to use the cash to pay down debt and expects the moves to lift adjusted EBITDA starting in fiscal 2027. Maple Street contributed less than 2% of Cracker Barrel’s annual revenue, and the divestiture is aimed at sharpening focus on the core brand and improving profitability.