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.
The slowdown in NFOs is more to do with the product suite being complete rather than concerns on the market's trajectory, Setalvad said.
Despite a beat of this size, we have cut FY27 Nifty EPS by 0.4 per cent and raised FY28 by 0.3 per cent. A quarter this good produced no upgrade cycle.
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.
For FII flows to accelerate - lower crude oil prices, rupee stability and two consecutive quarters of earnings delivery without downgrades seem must, says Jignesh Desai of Centrum Broking.
High energy prices weighed on margins, but profit grew 16%
The biggest opportunity for a fund house to differentiate itself lies in the strength of its investment philosophy, people, and processes, Chugh said.
Q1FY27 company results: Firms including Manappuram Finance, Ashiana Housing, Ashoka Buildcon, Bata India, Balrampur Chini Mills, and Finolex Cables are also to release their April-June earnings today
It is best for the investors miss the India IT pack bus as we believe with the adoption of AI, our IT services companies' revenue models will have to undergo a reset, Irani said.
Q1FY27 company results: Firms including KEI Industries, Torrent Power, Ather Energy, JM Financial, Nazara Technologies, and INOX India are also to release their April-June earnings today
Reported revenue and profit declined due to residential revenue recognition trends, while hospitality and rental annuity businesses posted double-digit Ebitda growth
Platform gross transaction value was about ₹4.22 trillion as digital checkout points rose 18 per cent to 2.17 million; contribution margin fell to 72.3 per cent year-on-year
State-owned power giant NTPC on Friday posted a nearly 13 per cent rise in its consolidated net profit to Rs 6,896.44 crore for the April-June quarter compared to the year-ago period mainly on the back of higher revenues. The consolidated net profit was Rs 6,108.46 crore in the quarter ended on June 30, 2025, an exchange filing stated. Total income rose to Rs 51,141.51 crore in the quarter from Rs 47,821.11 crore in the same period a year ago.
Total expenses rose 14.7 per cent to ₹6,248.25 crore, outpacing reported revenue growth; Cipla also changed the presentation of promotional spending in its accounts
Other income included a ₹149.60 crore fair-value gain, while the board approved raising up to ₹1,000 crore through debt instruments, commercial paper or other borrowings
Net regulatory deferral shifted to income of ₹28.55 crore from an expense of ₹503.89 crore a year earlier; EPS before this movement rose 37.2 per cent
Early Q1FY27 results show corporate profit growth at an 11-quarter high, led by banks, Reliance Industries, IT services and metal companies
Net interest income grows 12.7 per cent, provisions fall 31 per cent and gross NPAs improve as advances rise nearly 20 per cent year-on-year
Net interest income rises 18 per cent, advances grow 18.3 per cent and gross NPAs fall to 1.3 per cent as the lender reports broad-based business momentum
Net interest income increased 6.7 per cent YoY to ₹33,535 crore in Q1FY27 from ₹31,438 crore a year earlier