Corporate Earnings

The combined net profit of Nifty 50 companies likely to grow by 4.2 per cent Y-o-Y in Q4FY26, lowest in the last seven quarters

Markets had discounted the bad news with select pockets seeing a dip of over 15 per cent, which have recovered partially now, Arora of Helios Capital said.

Beyond $90/bbl is when the decline steepens and things worsen as inflation starts eating into savings, impacting spend that gets especially bad for consumer sectors, Bernstein said in a recent note.

Slowing growth and volatile earnings are pushing India Inc. to diversify aggressively-even as weak R&D spending raises concerns about long-term competitiveness

Foreign outflows, the West Asia conflict, rupee depreciation, uncertainty around US tariffs, and elevated valuations were among the key factors that influenced investor sentiment

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

For FII's, the favored markets over last two years have been countries that were beneficiaries of new age tech and artificial intelligence (AI), he said.

The prevailing valuations of Nifty of 17.5x one-year forward earnings are reasonable and have room for some rerating apart from returns driven by nearly 12 per cent earnings CAGR over the medium-term.

Given that the last 18 months have been weak in terms of valuations, earnings and technical trends, the outlook for the next 18 months is becoming attractive, he said.

The research and broking house sees up to 10 - 15 per cent risk to consensus earnings estimates for FY27F in case oil prices remain at elevated levels.

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.

'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