#kotakbank in focus @KotakBankLtd is set to declare its quarterly results, and expectations are as follows Expect cost ratios to remain under control  Asset quality to remain broadly stable  Margins to remain under pressure  Business growth to be healthy; guidance will

@REDBOXINDIA Complet Expectations were as follows https://t.co/9ThUTXVQE9

#DRREDDY in focus @drreddys is set to declare its quarterly results, and expectations are as follows Expect NA sales to decline 15% YoY to USD378m, led by increased pricing pressure on g-Revlimid.  Progress on semaglutide approval for the Canadian market. Outlook on the

#COFORGE in focus @Coforge_Tech is set to declare its quarterly results, and expectations are as follows Expect revenue to grow 6% QoQ in CC terms, driven by strong organic momentum and steady ramp-up of the Sabre deal.  Expect 80bp expansion in reported EBIT margin.

#SBICard in focus @SBICard_Connect is set to declare its quarterly results and expectations are as follows Cost ratios expected to increase slightly Asset quality to improve Spending growth to increase sequentially Revolver mix/margin outlook are key monitorables

#ABSLAMC in focus @abslmf is set to declare its quarterly results, and expectations are as follows Healthy QAAUM growth is expected, driven by strong equity flows.  On a sequential basis, yields are projected to decline. Cost-to-income ratio likely to improve sequentially

#IDFCFIRSTBank in focus @IDFCFIRSTBank is set to declare its quarterly results, and expectations are as follows Cost ratios likely to remain elevated  Asset quality ratio to remain broadly stable  Business growth to be a key monitorable  Margins expected to decline

#UTI AMC in focus @utimutualfund is set to declare its quarterly results, and expectations are as follows AUM is expected to grow in 2QFY26, driven by steady equity flows.  Yields are expected to decline in 2QFY26.  EBITDA margin is likely to improve due to operational

#ICICI Bank in focus @ICICIBank is set to declare its quarterly results, and expectations are as follows Adjusted margin compression expected to remain in low single digit, outperforming most peers  Credit Cost to remain benign, supported by robust asset quality  Asset

#ICICI in focus Sell Side Analyst view on @ICICIBank #Emkay Global noted that margin contraction could be higher this quarter due to the absence of interest income from tax refunds, which had supported Q1 numbers. ICICI Bank’s NIM for the quarter ended June was 4.34%, down from

#FederalBank Bank in focus @FederalBankLtd is set to declare its quarterly results, and expectations are as follows Expect cost ratios to remain elevated  Margins decline to be limited  Business momentum to be a key monitorable  Asset quality ratios to remain broadly

#HDFC Bank in focus @HDFC_Bank is set to declare its quarterly results and expectations are as follows Expect cost ratios to remain under control  Expect margins to witness moderation  Asset quality is likely to remain stable  Expect CD ratio to reduce; guidance for

#IndusInd Bank in focus @MyIndusIndBank is set to declare its quarterly results, and expectations are as follows Expect business growth to remain modest  Expect business growth to revive after 2 quarter of decline  Expect margins to remain under pressure  Credit costs

#Reliance in focus @RIL_Updates is set to declare its quarterly results and expectations are as follows Expect consolidated EBITDA to rise 17% YoY to INR458b.  Expect standalone EBITDA at INR149b (up 11% YoY).  Expect production meant for sale at 17.7mmt (flat YoY). 

#JSWSteel in focus @jswsteel is set to declare its quarterly results, and expectations are as follows Healthy volume QoQ, led by the resumption of under-maintenance capacity, which will offset the muted NSR in 2Q  Revenue and EBITDA are likely to dip QoQ due to muted NSR.

#JSW energy in focus @JSWEnergy is set to declare its quarterly results and expectations are as follows EBITDA is anticipated to grow 9% QoQ/80% YoY to INR30.3b, driven by fresh 3GW of RE additions and contributions from the KSK Mahanadi acquisition and Utkal Unit-2 (350MW).

#DixonTech in focus @DixonTech_India is set to declare its quarterly results, and expectations are as follows Dixon’s consumer durable-related segments to be impacted in 2QFY26 as customers deferred purchases in anticipation of the GST rate cuts. Mobile and EMS to continue to

#Havells in focus @havellsindia is set to declare its quarterly results, and expectations are as follows Revenue from C&W/Switchgear/Lighting/ECD is estimated to grow 18%/7%/2%/YoY. ECD/Lloyd’s revenue is expected to decline ~5%/20% YoY.  EBITDA is estimated to increase ~21%

#REC in focus @RECLindia is set to declare its quarterly results, and expectations are as follows Disbursements/AUM expected to grow ~20%/10% YoY. Expect asset quality to remain largely stable in 2QFY26.  Expect credit costs to remain benign.  Commentaries around

#Ceat in focus @CEATtyres is set to declare its quarterly results and expectations are as follows Demand was steady in 2Q, though replacement demand was weak, especially post Aug 15th, in anticipation of #GST rate cuts as retailers refused to take stock at earlier rates. For