India Inc Earnings

The brokerage's analysis of its universe of stocks revealed that after a prolonged period of earnings cuts, companies are beginning to report earnings upgrades.

Improving return ratios can be positive for FPI flows

In its third annual capital allocation study, Nuvama argued that a rare combination of slowing demand cycles and elevated valuations has left corporate India "all dressed up, but with nowhere to go."

After two strong years followed by a prolonged stretch of mid-single-digit revenue growth, India Inc. may be on the cusp of a more robust earnings cycle, analysts said.

A closer look at demand visibility, firm strategy, and the role of long-term FDI shows why private investment remains slow even in a strong economy

Corporate earnings logged a 3rd straight quarter of double-digit growth, underpinned by strong performances from OMCs, Metals, Telecom, Technology, Cement, NBFCs - Lending, and Capital Goods.

Today's Best of BS Opinion looks at Bihar's fiscal test after NDA win, pushback against QCOs, Trump's tariff stance and India's options, India Inc earnings vs GDP, and a biography of Francis Crick

Other key sectors such as IT Services, FMCG, Banking and Power however continue to struggle with low single digit growth in revenues and earnings

BSE, Hitachi Energy, GE Vernova, Syrma SGS, Force Motors, HBL Engineering and Laurus Labs have gained more than 50% each after these companies reported over 50% growth in profit in Q1 and Q2 of FY26.

Goldman Sachs sees a case for India to perform better next year, with growth-supportive policies, earnings revival, supportive positioning and defensible valuations

Stocks to Watch today: Groww, Tata Motors CV, Bajaj Finserv, Biocon, Bharat Forge, BSE and Tata Power are among the stocks to watch today, November 12, 2025

Ola Electric Mobility shares fell 2 per cent after the EV maker reported a net loss of ₹418 crore in the September quarter

Rakshit Hargave, who resigned as the CEO of Birla Opus Paints, is set to take over as ED and CEO of Britannia Industries

Delhivery reported a consolidated loss of ₹50.49 crore for the September quarter against a profit of ₹10.20 crore in the year-ago period

Analysts remain mixed on IT stocks' outlook, with some cautioning that the optimism around the technology pack could be short-lived

JM Financial revised the ITC Hotels' target price to ₹235 per share, from ₹215 apiece earlier, after it reported its Q2 earnings

Laurus Labs reported a strong Q2 FY26 performance, with consolidated net profit soaring multifold to ₹194.97 crore, compared with ₹19.78 crore in Q2 FY25

Analysts believe the impact of the policy reforms announced in the latter part of Samvat 2081 will be the key domestic cues that may shape the markets in Samvat 2082

Reliance Q2FY26 results may show muted earnings Q-o-Q. Jio & oil-to-chemicals could boost Ebitda, while upstream business may weaken. RIL Q2 results are due on Oct 17, 2025

ICICI Bank is likely to report muted Q2FY26 earnings on October 18, with net profit up 4-5% YoY and muted NIMs. Analysts expect steady loan growth, controlled credit costs, and high provisions