Stock Market forecast: Q1 2025-26 earnings & US-India trade talks in focus | Markets News

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This week’s Indian stock market performance hinges on Q1 2025-26 earnings releases from major companies like HDFC Bank, Reliance Industries, and ICICI Bank, along with the outcome of ongoing US-India trade negotiations.

Q1 earnings, India-US trade talks outcome to drive market sentiments this week: Analysts (Pic: PTI)

New Delhi: The stock market movement this week will depend upon the Q1 Results for 2025-26 and the outcome of India-US trade talks and global factors, analysts said.

The market heavyweights – HDFC Bank, Reliance Industries, and ICICI Bank have declared quarterly earnings. In its April-June quarter results, HDFC Bank recorded a decline of 1.31 per cent in net profit to Rs 16,258 crore.

In its financials, ICICI Bank declared a surge in net profit of 15.9 per cent in the first quarter of FY26. In its Q1 Results, Reliance Industries informed that its profit jumped 78 per cent to Rs 26,994 crore on better show by consumer businesses.

“All eyes will remain on the ongoing earnings season, with a series of major results lined up. Investors will first react to the results of three heavyweights —Reliance, HDFC Bank, and ICICI Bank —during early trades on Monday. In the sessions that follow, several prominent companies including Infosys, Dr Reddy’s Laboratories, Bajaj Finance, Nestle India are scheduled to announce their quarterly results.

“Globally, market participants will monitor trade deal updates, which could influence FII flows and currency movements. At the same time, uncertainty persists as global markets recalibrate expectations for Federal Reserve rate cuts, amid sticky inflation and trade-related tensions,” Ajit Mishra – SVP, Research, Religare Broking Ltd, said.

Pravesh Gour, Senior Technical Analyst at Swastika Investmart Ltd, said that the market players will keep a close watch on Bajaj Finance, UltraTech Cement, Infosys, Nestle, Eternal, among others, as these companies will declare their quarterly results.

Meanwhile, India and the US officials concluded the fifth round of talks for the proposed bilateral trade agreement (BTA) in Washington on July 17.

The trading activity of Foreign Institutional Investors (FIIs) and movement of crude oil prices will also affect the movement.

(Disclaimer: This article is only meant to provide information. News9 does not recommend buying or selling shares or subscriptions of any IPO, Mutual Funds and crypto assets.)

Biplob Ghosal

Biplob Ghosal is Online News Editor (Business) at TV9’s digital arm – News9live.com. Leading the english business editorial team, he writes on various issues related to stock markets, economy and companies. Having over a decade of experience in financial and political journalism, Biplob has been previously associated with Timesnownews.com, Zeenews. He is an alumnus of Makhanlal Chaturvedi Rashtriya Patrakarita Vishwavidyalaya. Follow him at @Biplob_ghosal.

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