BL Morning Report June 24, 2026: Get today’s top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.

From the government’s stake sale in IRFC and renewed India-US trade negotiations, to Bajaj Auto’s ransomware attack and Infosys’ bullish outlook on the AI services market, here are the key developments shaping business, technology and policy today..

Government to sell up to 2 per cent stake in IRFC via OFS from Wednesday

The government will sell up to a 2 per cent stake in Indian Railway Finance Corporation through an offer for sale starting Wednesday. The sale includes a 1 per cent base offer and an additional 1 per cent greenshoe option. Non-retail investors can bid on Wednesday, while retail investors can participate on Thursday. The move is part of the Centre’s disinvestment programme, which has raised ₹16,480 crore so far this financial year.

India, US begin high-level trade talks as two nations rework deal amid tariff changes

India and the US have begun high-level trade talks in New Delhi to finalise an interim bilateral trade agreement before a temporary 10 per cent US tariff expires on July 24. Commerce Minister Piyush Goyal met US Trade Representative Jamieson Greer as both sides work to revise an earlier framework affected by changes in US tariff policy, with the aim of strengthening trade ties and securing preferential market access.

Bajaj Auto reports ransomware attack affecting systems, activates containment measures

Bajaj Auto on Tuesday said it was hit by a ransomware attack that affected systems at the company and its subsidiary, Bajaj Auto Technology. The automaker said it immediately activated precautionary measures and security protocols to contain the incident, adding that the steps taken so far have been successful in mitigating the impact.

Infosys sees $300-400 bn AI services opportunity by 2030: Nilekani

Infosys Chairman Nandan Nilekani said AI will not replace IT services firms but could create a $300–400 billion AI-first services market by 2030. Speaking at the company’s AGM, he said AI is driving demand for legacy system modernisation and enterprise transformation, creating new opportunities for firms like Infosys, which reported $20.2 billion in revenue for FY26 and continues to see strong growth in AI-related business.

Script and VO: Rowan Barnett

Published on June 24, 2026