One97 Communications Limited, Paytm’s parent, reported quarterly results with revenue of ₹240亿, beating expectations by 2.7%. Statutory earnings per share came in at ₹3.40, exceeding forecasts by 24%. Following the report, 18 analysts raised their FY2027 earnings and revenue forecasts and lifted the consensus price target by 7.9% to ₹1,476. The update has become a clear earnings-driven trading catalyst for the India-listed stock ONE97.

Nestle India posted a sharp pickup in its June-quarter performance, with revenue up 25.2% year on year and EBITDA margin at 24.2%, the highest for a June quarter in nearly four years. The margin, however, eased by 2.1 percentage points sequentially, reflecting higher operating costs. The shares touched an all-time high even as the stock trades at around 75 times trailing earnings, near the top of its five-year valuation range. The company flagged higher advertising spend and commodity and pricing uncertainty linked to the ongoing West Asia conflict as potential near-term drags on margins.

South Korea’s KOSPI surged 3.05% at the open on Thursday, as Alphabet’s stronger-than-expected AI-driven cloud results and higher capex outlook reinforced expectations for faster global AI infrastructure spending. Tech heavyweights including Samsung Electronics and SK hynix led the gains. Oil prices rose as Middle East tensions escalated after the United States carried out its 12th strike on Iran, but the tech-led market theme in Seoul remained intact. The won strengthened by 4.2 won against the dollar.

Karoon Energy (ASX: KAR) reported Q2 FY26 revenue of US$116.4 million after producing 1.08 million barrels of oil equivalent. The company said Baúna’s realised oil price rose 33% year on year to US$94.56/bbl, while Who Dat liquids climbed 55%. Baúna FPSO operating efficiency reached 97%, above its target range, and production returned to around 22,000 barrels per day after the FPSO operatorship transition in May. Karoon bought back 2.8 million shares during the quarter and said it expects free cash flow to increase significantly in the second half of 2026.

Genomma Lab Internacional (BMV: LAB B) reported second-quarter 2026 results with net income up 5.5% year over year and gross margin expanding 106 basis points to 64.6%. EBITDA margin was 21.8%, in line with the company’s expectations. Consolidated like-for-like sales fell 3.6%, though monitored retailer sellout in Mexico turned positive in the first two weeks of July, the company said.

Dr. Reddy’s Laboratories reported a weaker-than-expected June-quarter performance, weighed down by a ₹240 crore provision tied to a Semaglutide API issue and a 35% drop in North America revenue to ₹2,204.8 crore. Its US-listed ADRs fell 10%, while the stock ended 2% lower in India at ₹1,182.8. Motilal Oswal maintained a “neutral” rating but cut its price target to ₹1,125, implying 5% downside from Wednesday’s close. The company said it is working to identify the root cause of the Semaglutide issue and does not expect further provisions.

Frasers Group has extended the closing date for its on-market takeover offer for Australia-listed Accent Group (ASX: AX1) to 30 September 2026, with the offer price and other terms unchanged. The bid remains an on-market offer and Accent Group shares continue to trade on the ASX as normal. Over the past 12 months, AX1 shares have fallen 51%, underperforming the S&P/ASX All Ordinaries Index. The extension gives shareholders more time to decide but does not alter the substance of the proposal.

New Zealand renewable generator Mercury has acquired a 12.7% stake in Datagrid NZ for NZD 53 million and signed a 15-year, 140MW green power purchase option agreement. The planned 360MW AI data centre campus at North Makarewa in Southland has secured resource consent, with a final investment decision expected later this year. The project is positioned as New Zealand’s first “AI factory” focused on AI and sovereign cloud.