Opening bell: Sensex, Nifty set for a positive start; Eternal, Titan, Oberoi Realty, Bajaj Finance, SBI, Afcons Infra shares in focus

Indian equity benchmarks, the BSE Sensex and NSE Nifty, are set to open higher on Tuesday, supported by overnight gains on Wall Street and mixed cues from Asian markets. However, persistent uncertainty over the U.S.-India trade deal and a subdued start to the earnings season may temper investor sentiment.

At 8:10 AM, GIFT Nifty futures were up 100 points at 25,189, indicating a firm opening for the Indian share market.

On Monday, Indian equities ended higher in choppy trade, with the benchmark indices rising up to 0.55% amid spurt in buying activity in the final hour of trade. The BSE Sensex closed 442 points higher at 82,200, and the NSE Nifty added 122 points to settle at 25,090.  On the BSE Sensex pack, 18 out of 30 stocks ended in green zone, led by Eternal (Zomato), HDFC Bank, ICICI Bank, UltraTech Cement, M&M and BEL. On the other hand, Reliance Industries (RIL), HCL Tech, HUL, Axis Bank, TCS and ITC were among notable losers.

S&P 500, Nasdaq hit record highs, Dow ends lower

In overnight trade, U.S. stocks closed higher, with the Nasdaq Composite and S&P 500 hitting fresh record highs, while the Dow Jones Industrial Average settled marginally lower. The market saw buying momentum ahead of earnings reports from major tech companies due later this week.

The tech-heavy Nasdaq ended 0.38% higher, while the S&P 500 added 0.14%, closing above 6,300 for the first time ever. The Dow Jones ended slightly lower, paring earlier gains.

Asian shares mixed, Japan gains after elections

Asian shares traded on a mixed note on Tuesday as investors looked for signs of strength in corporate earnings despite ongoing tariff concerns. Japan's markets surged after reopening from a public holiday on Monday, with investors responding positively to the outcome of the recent election, where the ruling coalition lost its majority in the upper house. Despite the setback, Prime Minister Shigeru Ishiba affirmed he would continue as leader.

Japan’s Nikkei 225 was up 0.2%, while Taiwan’s Weighted Index and Indonesia’s Jakarta Composite surged up to 0.5%. On the other hand, Hong Kong’s Hang Seng, China’s Shanghai Composite, and Singapore’s Straits Times fell up to 0.2% each, while South Korea’s Kospi declined 0.5%. Meanwhile, Australia’s ASX 200 traded marginally higher in the final hour of trade.

Stocks to watch

Q1 results today:  Paytm parent One 97 Communications , Dixon Technologies , JSW Infrastructure , Mahindra & Mahindra Financial Services , Zee Entertainment Enterprises, Colgate Palmolive, Cyient DLM, Mahanagar Gas, Schloss Bangalore (Leela Hotels), United Breweries, VST Industries, Welspun Specialty Solutions, and many others will release their June quarter earnings report on July 22.

Eternal (Zomato) : Deepinder Goyal-led foodtech major recorded a 90% year-on-year (YoY) decline in its profit at ₹25 crore in the first quarter of FY26 compared to ₹253 crore in the year-ago period. 

PNB Housing Finance : The housing finance company reported a 23.3% year-on-year (YoY) rise in net profit to ₹533.5 crore in Q1 FY26, compared to ₹432.8 crore in the same quarter last year.

Oberoi Realty : The real estate major reported a 28% YoY decline in net profit to ₹421.3 crore in Q1FY26, down from ₹584.5 crore.

Havells India : The firm reported a 14.8% decline in consolidated net profit to ₹347.7 crore for the June quarter, compared to ₹407.9 crore last year.

DCM Shriram : The company posted consolidated revenues of ₹3,455 crore in Q1 FY26, up 12% YoY, while its profit after tax for the quarter rose 13% to ₹114 crore.

Dhanlaxmi Bank : The lender swung to a net profit of ₹12.18 crore in Q1FY26, compared to a loss of ₹8 crore in the year-ago period.

CIE Automotive India : The company posted a 6.1% drop in consolidated net profit to ₹203.5 crore for Q1, compared to ₹216.8 crore in the same period last year.

Parag Milk Foods : The dairy company posted a marginal 1% increase in net profit to ₹27.6 crore in Q1FY26, against ₹27.3 crore a year ago.

Titan Company : The Tata group company, through its subsidiary Titan Holdings International FZCO, has entered into an agreement to acquire a 67% stake in Damas LLC (UAE) from Mannai Corporation.

Bajaj Finance : Anup Kumar Saha has resigned as the managing director of Bajaj Finance and a director from the board of directors of the company due to personal reasons.

State Bank of India (SBI):  The country’s largest commercial lender has raised ₹25,000 crore through the allotment of 30.6 crore shares to several qualified institutional buyers at ₹817 per share.

Afcons Infrastructure : The infra major has been declared the lowest bidder for a ₹6,800 crore railway project in Croatia, awarded by HZ Infrastructure.

360 ONE WAM : Private equity firm BC Asia Investments X is likely to offload 1.5 crore shares, or a 3.7% stake, in 360 ONE WAM, valued at around ₹1,740 crore.

Arisinfra Solutions: The company has secured a ₹340 crore order for the supply of ready-mix concrete, steel, cement, chemicals, plumbing, electrical, and finishing products for Transcon Group’s ongoing projects in Mumbai.

BL Kashyap and Sons: The company has bagged a ₹910 crore order from BPTP for the construction of civil structures for residential towers, including non-tower areas and community buildings.

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