HDFC Bank, IDFC First Bank, Tata Motors, IRFC Share Price in Focus Today

Market Performance

Indian equity markets are expected to see strong stock-specific action as several large- and mid-cap companies made important announcements after market hours. Shares of HDFC Bank, IDFC First Bank, Tata Motors, and IRFC are likely to remain in focus today.

Key Corporate Updates

HDFC Bank

HDFC Bank announced a credit rating upgrade by S&P Global.

• New rating: BBB/Stable/A-2
• Previous rating: BBB-/Positive/A-3

This upgrade reflects stronger fundamentals and improved outlook, which could keep HDFC Bank share price active in today’s session.

IDFC First Bank

IDFC First Bank’s board has approved preferential allotment of compulsorily convertible cumulative preference shares.

• Amount raised: Rs 2,623 crore
• Shares allotted: Rs 43.72 crore preference shares
• Issue price: Rs 60 per share

This fundraising is expected to strengthen the bank’s capital base and could impact IDFC First Bank share price movement.

Indian Railway Finance Corporation (IRFC)

IRFC announced a new financing deal to support infrastructure development.

• Sanctioned amount: Rs 199.70 crore
• Purpose: Funding Surat Multi-Modal Transport Hub
• Agreement executed with Surat Integrated Transportation Development

The fresh term loan facility highlights IRFC’s role in railway infrastructure expansion, making IRFC share price a stock to track closely.

Tata Motors

Tata Motors’ wholly owned subsidiary, TML CV Holdings, has filed an offer document with Consob, the Italian securities regulator.

• Purpose: Voluntary public tender offer
• Target: All common shares of Iveco Group N.V.

This international move could keep Tata Motors share price in focus, as the company expands its global presence in commercial vehicles.

Other Notable Updates

• Tata Steel: Filed a writ petition in Orissa High Court against a demand notice of Rs 1,902.73 crore.
• NTPC: Declared commercial operations of 212.5 MW solar project and 52.8 MW wind project in Gujarat.
• Hero MotoCorp: Launched its new Glamour X 125 motorcycle.
• Phoenix Mills: Received CCI approval to acquire CPP Investments’ stake in subsidiary.
• Info Edge: CFO Chintan Thakkar resigned; Ambarish Raghuvanshi appointed as interim CFO.

Company Earnings After Market Hours

GNG Electronics Q1FY26 (YoY)

• Revenue: Rs 312.2 crore, up 22.28%
• EBITDA: Rs 32.2 crore, up 26.27%
• EBITDA Margin: 10.31% vs 9.98%
• Net Profit: Rs 18.5 crore, up 52.89%

Aditya Infotech Q1FY26 (YoY)

• Revenue: Rs 740 crore, up 16.35%
• EBITDA: Rs 60.9 crore, up 49.63%
• EBITDA Margin: 8.22% vs 6.39%
• Net Profit: Rs 32.8 crore, up 45.77%

Summary

Today’s market spotlight shines on HDFC Bank, IDFC First Bank, Tata Motors, and IRFC share price, with significant updates ranging from fundraising to international expansion and infrastructure financing. Alongside these, multiple corporate announcements and quarterly earnings are expected to drive market action.