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Kotak, CDSL Slide on Weak Q1; Bharat Electronics Shines with Strong Profit Growth
Kotak, CDSL Slide on Weak Q1; Bharat Electronics Shines with Strong Profit Growth
Written by - Fisdom Research
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July 28, 2025
2 minutes
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Market Snapshot
Indian benchmark indices opened the week on a weak footing, ending lower for the third straight session on July 28, with the Nifty slipping below 24,700 for the first time since June 13.
Despite positive cues from global markets, the Nifty opened below 24,800 and saw a brief recovery in the initial hours, which quickly fizzled out. Broad-based selling in the mid-session dragged the index further down.
Barring pharma, all sectoral indices closed in the red. Realty plunged 4%, media lost nearly 3%, while capital goods, metals, telecom, PSU banks, and private banks fell between 1–1.5%.
Sectoral Trends
Sector Name
% Change
Sector Name
% Change
NIFTY PHARMA
0.4
NIFTY MIDSMALL HEALTHCARE
-0.3
NIFTY FMCG
0.3
NIFTY OIL & GAS
-0.3
NIFTY HEALTHCARE INDEX
0.1
NIFTY AUTO
-0.4
NIFTY MIDSMALL IT & TELECOM
-0.04
NIFTY CONSUMER DURABLES
-0.7
Top News
Kotak Mahindra Bank shares slipped over 7% after posting a 7% YoY drop in Q1 FY26 standalone net profit to ₹3,282 crore. Bernstein cited rising credit costs and weak asset quality as ongoing valuation headwinds.
CDSL fell more than 5% following a disappointing Q1, with net profit down 23.6% YoY to ₹102.4 crore and revenue growth nearly flat at ₹259 crore.
Bharat Electronics gained after reporting strong Q1 FY26 results, with net profit rising 22.6% YoY to ₹970 crore.
Top Gainers and Losers
Top Gainers
% Change
Top Losers
% Change
SHRIRAMFIN
2.6
KOTAKBANK
-7.3
CIPLA
2.5
BAJFINANCE
-3.6
HEROMOTOCO
1.5
INDUSINDBK
-2.9
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