Friday India News: Economy, Markets & Key Decisions





Friday Financial & Economic Bulletin

FRIDAY BRIEFING: DATA & FLOWS
Key Decisions, Markets & Economic Indicators

“Each item carrying the detail the wires summarised past.”

MARKETS • BREADTH SIGNAL


The Indices Split

Sensex closed up 113.61 points (0.15%) at 78,079.96, while Nifty settled down 40.10 points at 24,395.85.

💡 The Omitted Detail: A 30-stock index rising while a 50-stock index falls is a clear breadth signal showing gains concentrated in a narrow set of heavyweights.
REVENUE • GST BREAKDOWN


Customs Outpaced the Counter

Gross GST reached ₹2.11 lakh crore (+15.4%). Domestic collections grew 10.1% to ₹1.45 lakh crore; import GST jumped 28.8% to ₹66,511 crore.

💡 The Omitted Detail: Net of ₹29,968 crore in refunds, net GST revenue rose 15.8% to ₹1.81 lakh crore.
PRICES • INFLATION GAP


Two Indices, One Question

Retail inflation ticked up to 4.45% in July (June: 4.38%). Wholesale inflation stood at 9.87% in June, with Fuel & Power moderating to 27.41%.

💡 The Omitted Detail: The gap between the wholesale and retail indices poses a critical margin question for every manufacturer.
PAYMENTS • UPI VOLUMES


₹96,383 Crore a Day

UPI processed a record 23.66 billion transactions worth ₹29.88 lakh crore (+22% YoY), averaging 763 million daily transactions.

💡 The Omitted Detail: Total transaction value was marginally below May’s ₹29.90 lakh crore, even as total volume set a brand new high.
FUNDS • MUTUAL FUND FLOWS


₹85.59 Lakh Crore Under Management

Open-ended MF assets hit ₹85.59 lakh crore on 31 July. Active equity saw net inflows of ₹24,697.39 crore.

💡 The Omitted Detail: Small caps led inflows at ₹7,767.50 crore and mid caps at ₹6,192.31 crore, while large cap funds experienced a net outflow of ₹1,321.69 crore.
SHIPPING • MARITIME POOL


The Pool and Its Multiple

Cabinet cleared the Bharat Maritime Insurance Pool with a ₹12,980 crore sovereign guarantee for hull, cargo, P&I, and war risk.

💡 The Omitted Detail: Against a sovereign guarantee of ₹12,980 crore, the combined underwriting capacity is ~₹950 crore — a leverage multiple of roughly fourteen.
RAILWAYS • CORRIDOR EXPANSION


₹24,815 Crore on Two Corridors

CCEA approved 3rd & 4th lines on Ghaziabad–Sitapur and Rajahmundry–Visakhapatnam routes costing ₹24,815 crore.

💡 The Omitted Detail: This is throughput and freight capacity spending on saturated routes rather than map-changing new alignments.
DEFENCE • EXPORTS BREAKDOWN


₹38,424 Crore, and Who Earned It

Defence exports reached a record ₹38,424 crore in FY26 (+62.66% YoY), exporting to over 80 countries.

💡 The Omitted Detail: DPSUs accounted for 54.84% (surging ~151% YoY) while private firms made up 45.16% of total exports.
AVIATION • REGIONAL INFRASTRUCTURE


A Hundred Airports, Ten Years

Cabinet approved modified UDAN scheme to develop 100 airports at a cost exceeding ₹28,000 crore over 10 years.

💡 The Omitted Detail: Averaged out, that’s roughly ₹280 crore per airport — tailored strictly for regional airfield economics, not metro terminals.
ENERGY • CLEAN POWER PROGRESS


300.50 GW, and What Sits Inside

Non-fossil capacity hit 300.50 GW (54%+ of ~552 GW total), crossing 60% of the 500 GW 2030 target.

💡 The Omitted Detail: Solar leads with 164.59 GW and wind sits at 58.14 GW. Total renewable generation stood at 477.79 billion units in 2025-26.
AUTOMOBILES • MARKET DISPATCHES


A July Record, and an 83% EV Month

Passenger vehicle dispatches reached a record 4,57,810 units (+34.3% YoY). EV passenger retails were 32,609 units (+83%).

💡 The Omitted Detail: EVs crossed the 30,000 unit mark for the second consecutive month, capturing a 7.9% market share.
AGRICULTURE • MSP OUTLAY


₹2.6 Lakh Crore Into the Kharif

MSPs for 14 kharif crops (2026-27) increased by 0.1% to 8.8%, resulting in an estimated total payout of ₹2.6 lakh crore.

💡 The Omitted Detail: Common paddy rises ₹72 to ₹2,441/quintal, while sunflower seed gains the most (+₹622), followed by cotton (+₹557) and sesamum (+₹500).


Friday Data & Flows Briefing • All Rights Reserved


Latest News

300 GW Installed, and the Hours Still Missing

Blitz India Business NEW DELHI: India has solved the...

₹2.59 Lakh Crore, Three-Quarters From One Phone

Blitz India Business NEW DELHI: India’s mobile phone exports...

SIPs at a Four-Month High, Large Caps in Outflow

Blitz India Business NEW DELHI: Indian households put ₹31,961...

Biogas Gets a Ten-Year Price, and a Buyer

Blitz India Business NEW DELHI: ₹23,731 crore is the...

₹12,980 Crore Behind ₹950 Crore of Cover

Blitz India Business NEW DELHI: The Bharat Maritime Insurance...

Topics

300 GW Installed, and the Hours Still Missing

Blitz India Business NEW DELHI: India has solved the...

₹2.59 Lakh Crore, Three-Quarters From One Phone

Blitz India Business NEW DELHI: India’s mobile phone exports...

SIPs at a Four-Month High, Large Caps in Outflow

Blitz India Business NEW DELHI: Indian households put ₹31,961...

Biogas Gets a Ten-Year Price, and a Buyer

Blitz India Business NEW DELHI: ₹23,731 crore is the...

₹12,980 Crore Behind ₹950 Crore of Cover

Blitz India Business NEW DELHI: The Bharat Maritime Insurance...

Services Erase Half the Trade Gap

Blitz India Business NEW DELHI: India ran a $31.98...

India Sells $95m Into a $598m Market. That’s the Prize.

Blitz India Business NEW DELHI: Ten weeks into the...

₹2.11 Lakh Crore, and the Ports Outpaced the Shops

Blitz India Business NEW DELHI: Gross goods and services...
spot_img