Kenyan equities closed firmer on Wednesday, July 1, 2026, with the NSE 25 rising 0.81% to 3,730.42, as Home Afrika released its audited 2025 financial statements. That combination matters because it came against a tougher macro backdrop: the Kenyan shilling weakened 0.73% to 129.42 per dollar, while Brent crude fell 2.0% to $71.47 a barrel.
For readers tracking Nairobi Securities Exchange earnings, the session showed a market driven less by a single headline than by selective rotation across banks, speculative counters and rate-sensitive sectors. In that setting, Home Afrika’s 2025 numbers offer a useful stress test for listed real estate in Kenya, where funding costs remain elevated and currency weakness continues to shape construction economics.
Key figures
- NSE 25: 3,730.42, up 0.81%
- USD/KES: 129.42, up 0.73% on the day
- Brent crude: $71.47/barrel, down 2.0%
- HF Group: +5.6% to 10.35 KES
- Safaricom: -0.3%, with KES 115.1 million traded
Market context: index up, but breadth was evenly split
The rise in the NSE 25 looked stronger on the surface than underneath. Market breadth was exactly balanced at 23 gainers, 23 losers and 11 unchanged stocks, across . In other words, the index gain reflected support from selected heavyweights and financial names rather than a broad-based rally across the entire .