Earnings Growth

Airtel Q2 results preview: Brokerages expect Bharti Airtel to report 14-15% Y-o-Y revenue growth in Q2FY27, while PAT is projected to rise in the range of 20-30%.

PB Fintech reported a strong Q2 FY27 with revenue up 35 per cent year-on-year (YoY) at ₹2,178 crore and profit after tax (PAT) up 43 per cent YoY at ₹192 crore.

ITC Q2 results expectations: Analysts expect ITC Ltd to deliver an overall weak performance in Q2FY27, with revenue projected to decline by around 5 per cent. PAT may fall in the range of 15-28%

Jefferies expects companies in its coverage universe, excluding oil and gas, metals and financials, to post 17 per cent year-on-year revenue growth in the quarter.

From its issue price of ₹138, Skyways Air Services stock is down 5.4 per cent. The stock listed on the exchanges on September 1.

A strong Q1 and higher FY27 guidance improve outlook

Markets are cyclical and therefore will give you outsized returns in one year and undersized returns in another year. It's never always the same.

Investors should not extrapolate this 20 per cent growth rate. By Q4, the base effect will kick in, and revenue growth could normalize back to single digits.

Favourable base, stronger domestic activity, government capex and operating leverage were seen aiding the SMIDs' Q1 FY27 results.

IT Q1FY27 review: As per MOFSL, revenue growth in Q1 was led by Tier-2 pack IT services companies. Tier-1 players grew 0.4 per cent Q-o-Q CC, while Tier-2 players outperformed with 1.8 per cent growth

Bernstein has, however, held on to some of the stocks in its earlier focus list - Larsen & Toubro (L&T), NTPC Axis Bank, HDFC Bank, Nuvama and HomeFirst.

The food delivery platform expects strong expansion in Instamart and aims to nearly quadruple consolidated gross order value by fiscal 2031

Brokerages expect the paints sector to witness double-digit value growth, driven by sector-wide price hikes, channel stocking ahead of those hikes, and demand pick-up due to a delayed monsoon.

The drugmaker reported better-than-expected second-quarter earnings, driven by strong demand for cancer and rare disease therapies

Billionbrains Garage Ventures Ltd, the parent company of the digital investment platform Groww, on Wednesday reported a 94.3 per cent year-on-year increase in consolidated Profit After Tax (PAT) to Rs 735.04 crore for the quarter ended June 30. Bengaluru-headquartered company had earned a PAT of Rs 378.35 crore in the corresponding period last year. The company's revenue from operations rose 66 per cent to Rs 1,501.42 crore during the April-June quarter of FY27 from Rs 904.40 crore a year earlier, according to a stock exchange filing. On a sequential basis, revenue from operations remained largely flat at Rs 1,501.42 crore, compared with Rs 1,505.37 crore in the January-March quarter of FY26. PAT, however, increased from Rs 686.36 crore in the preceding quarter. Total expenses increased to Rs 555.68 crore from Rs 444.67 crore in the year-ago period. Shares of the company were trading 3.7 per cent higher at Rs 211.4 on the BSE in the afternoon trade.

Here's what leading brokerages expect from India Inc. in Q1-FY27 and a deep dive into expectations across companies in the frontline sectors.

For a balanced portfolio, Shiv Gupta of Sanctum suggests holding around 40 per cent in equities, 25 per cent in debt, and 25 per cent in alternatives, including private equity, private debt, and gold

Accenture, an IT services and consulting company with a significant workforce in India, on Thursday reported a net income of USD 2.39 billion in the March-May quarter, up from USD 2.24 billion in the year-ago period. Accenture follows a September-August financial year, making March-May the third quarter of FY26. The Dublin, Ireland-headquartered firm reported a revenue of USD 18.7 billion in the quarter ended May. It had reported a revenue of USD 17.7 billion in the same period of the previous fiscal year. The firm recorded new bookings totalling USD 19.3 billion during the quarter under review, as compared to USD 19.7 billion in Q3 FY25. "Demand for large-scale reinvention remains strong -- 104 quarterly client bookings of USD 100 million or more year-to-date, up 13 per cent -- and we are seeing more large-scale AI transformation programmes while executing our strategy to capture new areas of growth," Accenture Chair and CEO Julie Sweet said.

Although the market has consolidated, the overall reaction is modest, largely because investors still assume that the economic fallout will be temporary and is supported by strong domestic inflows.

Against this backdrop, Bernstein has trimmed exposure to consumption-downgrading staples and autos to Underweight given inflation headwinds, limited policy support.