Corporate Earnings

Analysts at Shriram AMC warn that LNG supply disruption due to the Iran war may hurt India Inc earnings more than crude oil shortages

Strategy for 2026, he said, is shifting toward sectors with a probable growth visibility such as Banking, Consumer, Resources and Manufacturing.

Selective IT services companies with strong digital portfolios, diversified clients, and disciplined cost structures could indeed present a contrarian opportunity, he said.

'We expect some downside risk to corporate earnings, especially if the conflict lasts longer than a few weeks,' the report said on Thursday

Q3 review: For FY26E, JM Financial expects the bulk of earnings support to come from oil & gas, metals & mining, telecom and NBFC

Kotak anticipates FY2027E and FY2028E net profits of the Nifty50 Index to grow 16 per cent and 15 per cent after a muted 8 per cent growth in FY2026.

The combined net profits of the listed companies excluding these cyclical sectors were up just 7.5 per cent Y-o-Y, decelerating from 17.2 per cent in Q3FY25 and 10.9 per cent in Q2FY26

China's earnings season is already shaping up as a disappointment. Fourth-quarter pre-announcements from more than 2,000 mainland-listed A-share companies show negative alerts outnumber positive ones

Q3FY26 company results: Firms including Anupam Rasayan, KRBL, Religare Enterprises, Ahluwalia Contracts and VIP Industries are also to release their October-December earnings today

Q3FY26 company results: Firms including Tinna Rubber and Infrastructure, Autoline Industries, Balkrishna Paper Mills, and VST Tillers Tractors are also to release their October-December earnings today

Amazon reported fourth-quarter earnings slightly below Wall Street estimates even as sales surged and it reported the fastest growth in its prominent cloud computing business in 13 quarters. The Seattle-based online behemoth on Thursday reported net income of USD 21.2 billion, or USD 1.95 per share, for the three-month period ended December 31. That compares with USD 20 billion, or USD 1.86 per share, in the year-ago quarter. Revenue rose 14 per cent to USD 213.4 billion in the fourth quarter, compared with USD 187.8 billion in the year-ago period. Analysts were expecting USD 1.97 per share on sales of USD 211.4 billion, according to analysts polled by FactSet. Revenue from its cloud service arm called Amazon Web Services increased 24 per cent to USD 35.6 billion. Analysts were expecting USD 34.9 billion. Amazon said it plans to increase capital spending to USD 200 billion this year from USD 125 billion as it sees opportunities in artificial intelligence, robots, semiconductors an

The markets were looking for a reason to rally, and they have got it now in the form of India-US trade deal. Once analysts and investors settle down, they will ask more questions (on the deal)

The Indian unit of Swiss food major Nestle said net profit ‌rose to ₹1,018 crore ($110.77 million) for the quarter ended December 31

Facebook India has posted around 28 per cent increase in standalone profit at Rs 647.45 crore for financial year ended March 2025, according to the company's regulatory filing shared by Tofler. The company had logged a profit of Rs 504.93 crore a year ago. Revenue from operations grew 25 per cent to Rs 3,792.91 crore in FY2025 from Rs 3,034.82 a year ago. "The company's total expenses for the fiscal were reported as Rs 2,881 crore," Tofler said. Employee expenses of Meta-owned Facebook India Online Services Private Limited grew 36 per cent to Rs 648.57 crore during the fiscal as against Rs 476 crore a year ago. The company's tax expense was higher by 46 per cent to Rs 305.18 crore in FY2025 from Rs 209.2 crore in FY2024. According to an analysis by the market intelligence firm Tofler, the operating margin of Facebook declined marginally and net margin inched up to 16.9 per cent in FY2025.

The ​country's largest diagnostics firm by revenue took up a one-time charge worth ₹30.1 crore linked to India's new labour codes

Key monitorables during L&T's earnings, analysts said, include a ramp-up in domestic ordering, conversion of prospect pipeline, private sector ordering, margin performance, and working capital cycle

Q3FY26 company results: Firms including Chennai Petroleum Corporation, Shyam Metalics and Energy, IFB Industries, and SBFC Finance are also to release their October-December earnings reports today

Q3FY26 company results: Firms including SRF, Persistent Systems, Gujarat Gas, IndiaMART InterMESH, and AU Small Finance Bank are also to release their October-December earnings reports today

A healthy order pipeline due to limited competition in the power equipment industry has helped BHEL mitigate weak power demand in India during the quarter

Q3FY26 company results: Firms including Punjab National Bank, LTIMindtree, Tata Capital, Oberoi Realty, Ceat, and Hatsun Agro Product are also to release their October-December earnings reports today