IT, banking, aviation take biggest hit in Q3; 73 of 96 firms already counting the cost
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
Investors confront reversal as decade-long IT rally unwinds, reshaping Nifty's sector hierarchy
At 13.1%, fixed asset creation by leading listed firms hit six-year high in H1FY26
In comparison, the central government revenue expenditure is budgeted to decline by 2.5 per cent Y-o-Y to Rs 22.29 trillion in FY27 from FY26 revised estimates (FY26RE) of Rs 22.76 trillion
TCS, Infosys book one-time exceptional charges, while HDFC Bank absorbs higher wage costs directly into quarterly P&L
The category saw a reversal of fortune in 2025 amid a broadbased selloff. Krishna Kant & Ram Prasad Sahu analyse the ones to watch out for in 2026
BSE Sensex EPS growth slows to 1.3%, the weakest in five years, highlighting a sharp earnings slowdown even as valuations stay elevated
IT firms, RIL slow profit growth; banks biggest laggards in revenue
Retail, oil & gas divisions remain laggards
A stalled index masked stock-level swings across sectors. Krishna Kant & Ram Prasad Sahu identify the biggest movers of 2025
Earnings likely grew at slowest pace in 6 quarters
Electronics and solar demands reshape the precious metals trade
India's billionaire promoters lose ground as equity market weakness and rupee depreciation drag wealth growth below the pace of the country's fast-expanding GDP
Over four decades, traditional players have ceded significant ground to state-run enterprises and new, institutionally owned businesses that now drive market growth
It has beat gold and traditional savings, delivering a consistent winning streak while creating significant wealth for ordinary people who held their investments through decades of economic growth
All three Bharti group companies out-performed in CY25 but the biggest gains came from their flagship Bharti Airtel
But a robust IPO market leads to emergence of 9 new promoter billionaires
Some stocks that rallied last year have been among the biggest laggards of 2025, while many underperformers have emerged as winners
Retail NBFCs like Bajaj Finance, Muthoot and Shriram Finance are expanding faster than banks, led by strong demand in gold loans, vehicles and housing finance, analysts say