Swiggy reported Q1 FY2024 revenue of Rs 6812 crore, up 37% year on year, while net loss narrowed to Rs 791 crore. Food delivery Gross Order Value (GOV) rose to Rs 9,490 crore and monthly transacting users (MTUs) climbed to 19.2 million, both up about 17.5% from a year earlier. Management said the food delivery economics continue to strengthen. Swiggy shares rose 3% after the results.

On March 22, Trump wrote that the U.S. and Iran were holding “productive conversations,” and about 15 minutes later oil prices fell while U.S. stock futures rose. That day also saw a one-minute burst of nearly 6,200 oil futures contracts traded, valued at about $580 million, far above recent averages. The article reports no concrete negotiating progress, agreement framework, or policy change, describing the market-sensitive messaging as unilateral and lacking a sustained causal basis for the price moves.

SML Mahindra’s board has approved the acquisition of Mahindra & Mahindra’s truck and bus business, with the deal expected to close in FY27 subject to regulatory approvals and other closing conditions. The combined entity would hold a 52% share of the sub-3.5-tonne light commercial vehicle market and around 6% of the heavy commercial vehicle segment. The company is targeting a 10–12% share in heavy commercial vehicles by FY31 and more than 20% by FY36. The announcement acted as a clear stock-specific catalyst, driving SML Mahindra shares up 44% over two days.

SK Hynix reported second-quarter results it called an “all-time high quarterly performance,” but its operating profit fell short of market expectations. After the earnings release, the stock plunged 10.84% to 1.382 million Korean won in a single session. The company did not announce a new shareholder return policy on its follow-up conference call and provided no forward guidance, adding uncertainty about its near-term outlook. Shares of Samsung Electronics also fell 5.45%.

Meesho Ltd shares fell 3.05% to Rs 177, pushing its market capitalization below Rs 83,000 crore, amid market talk that early investor Elevation Capital could sell about 12% via a block deal valued at roughly Rs 1,200 crore. Elevation Capital held a 12.04% stake as of the quarter ended June 2026. In its latest quarter, Meesho reported 274 million annual transacting users (+29% YoY) and 725 million placed orders (+29% YoY), but the update did little to ease valuation concerns tied to a potential shareholder exit.

Shares of GHV Infra Projects touched the 5% upper circuit intraday at Rs 253.60, taking the company’s market capitalisation to Rs 1,827 crore. For the March 2026 quarter, the company reported a 206% sequential rise in net profit to Rs 19.84 crore, while revenue climbed 67.25% quarter-on-quarter. On July 21, the company said it secured a Rs 1,250 crore EPC contract in Maharashtra. Acuite also upgraded the firm’s long-term bank-facility rating from ACUITE BBB (stable) to ACUITE A (stable) and its short-term rating from ACUITE A3 to ACUITE A1.

PVR Inox swung to profit in Q1FY26, posting net profit of Rs 56.5 crore as revenue rose 12% year on year to Rs 1,642.3 crore and EBITDA jumped 90% to Rs 229.6 crore. The company’s balance sheet moved to a net cash position of Rs 80.7 crore and it operated 1,779 screens. Analysts have raised target prices to Rs 1,350–1,500 while maintaining “buy” ratings, citing the results and a strong slate of upcoming films as key catalysts for the stock.

Coforge is set to announce its FY2024 Q1 results, with several brokerages projecting net profit to jump 80–90% year on year, revenue to rise about 25%, and a sharp expansion in EBIT margin. Investors are watching progress on the Encore acquisition integration, performance across verticals, and the trend in new order wins. The stock is widely held by institutions, with mutual funds owning 30% and FPIs holding 24.31%. Shares were up 1.15% ahead of the results.

Bharat Electronics Ltd (BEL, BE) is due to report its Q1FY27 results. The market is pricing in net profit of Rs 1,086 crore, revenue of Rs 5,108 crore and Ebitda of Rs 1,421 crore, with a consensus target price of Rs 490 implying 21% upside. The defence PSU has an order backlog of Rs 74,000 crore and could see the Rs 30,000 crore QRSAM project materialise in the near term. The earnings release is viewed as a clear catalyst that could drive a short-term re-rating in BE shares.