India Financial Daily

Research evidence excerpt

India Financial Daily

ne. A law firm in the US has initiated a process to gather US-based investors who may ABSLPaytmAMC 1,0431,300 -7%-4%

have lost money due to HDFCB's ADR/share price decline to seek compensation. In this case, BOB 248 -3%

they refer to media reports on payments to MSRTC, leading to a price correction thereafter. HDFCCAN FINAMCHOMES LTD 2,581832 -2%-2%

.

(21 Jul, Business Wire) Source:mkt capBloomberg,> US$200mnJefferies; Universe covers financials with

Our view: Such issues have happened in the past across companies as well and tend to have Exhibit 4 - Key events to watch out for in

limited impact on the corporate. Jul-26

Calendar Events/results

22-Jul-26 1QFY27 Results: IIB, IIFL, NAMJana SFB reports Rs1.7bn RBI divergence in FY25 NPAs. Jana Small Finance Bank disclosed 21-Jul-26 1QFY27 Results: MMFS, Bandhan Bank 23-Jul-26 1QFY27 Results: Go Digit

Global Composite PMI SA (Flash), S&P Global PMI Manufacturing SA (Flash), S&Pa Rs1.7bn divergence in FY25 gross NPAs after RBI assessed its GNPA at Rs9.19bn vs the 24-Jul-26 1QFY27S&PGlobal/HSBCResults: BOB, SHFL, SBIC, KFIN, SBI LIFE India Services PMI (Flash), Foreign Reserve

Results: CIFCbank's reported Rs7.5bn. The divergence resulted in an additional provisioning requirement of 25-Jul-2628-Jul-26 1QFY271QFY27IndustrialResults: IDFCF, AUSFB Production NSA Y/Y

30-Jul-26 1QFY27 Results: BAF, LICHFRs420mn, which would have reduced FY25 PAT to Rs4.6bn from the reported Rs5bn. The bank

. 31-Jul-26 1QFY27Foreign ReserveResults: Aptus, ABCAPsaid the provision has already been made in FY26, resulting in no impact on FY27 earnings. Source: FactSet, Jefferies

(22 Jul, ET)

MobiKwik approves capital infusion into lending & broking subsidiaries. Board approved