Page 2 - Corporate Earnings

Is the tide about to turn in favour of large-cap stocks? Analysts weigh in

The SMID segment, analysts' caution, is now the most crowded trade in the Indian stock markets.

Groww Q1 results: Net profit jumps 94.3% to ₹735 crore, revenue rises 66%

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.

Tech Mahindra Q1 Preview: PAT can rise over 40% YoY on firm revenue growth

TechM Q1 Preview: On average, analysts expect Tech Mahindra to post a growth of 40 per cent or more for Q1 FY27 as ramp-up in large deals could push revenue by 15 per cent.

Telecom, energy, and commodities may lead Q1FY27 earnings growth

Reliance Industries, Hindalco Industries and ONGC are expected to lead the growth charts in revenue

Crude oil prices will be the key driver of equities for now: Nilesh Shah

The oil market, Shah of Kotak AMC said, is signalling that supplies could get constrained again, which may lead to another increase in prices. All this will impact how equity markets play out.

Buy dips or sell rallies? Analysts' strategy amid West Asia crisis, Q1 results

The recovery seen in the Indian stock markets on Thursday, analysts said, was more on account of value buying at lower levels, but advise investors stay cautious.

Q1FY27 aviation preview: Analysts advise watching crude and rupee impact

Q1FY27 aviation preview: Key monitorables, Elara Capital said, are the extent of impact on international operations and rise in fuel/non-fuel costs from lower aircraft utilisation & rupee weakening

TCS Q1 preview, dividend: Revenue seen flat, wage hikes to weigh on margins

TCS Q1 results 2026 date and time: TCS will announce quarterly earnings on July 9 after market hours. TCS could also announce a dividend, for which it has set July 15 as the record date.

Q1FY27 earnings preview: Will West Asia war dent India Inc.'s fortunes?

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

Q1FY27 earnings preview: Oil & gas, aviation brace for crude impact

Q1 earnings preview: ICICI Securities said that OMCs could report significant losses, driven by higher retail fuel losses, inventory losses and a sharp rise in LPG under-recovery.

Q1FY27 earnings preview: Sector-wise outlook; financials, auto to stand out

Q1FY27 earnings preview: VK Vijayakumar of Geojit Investments believes that Q1 will be subdued, impacted by the energy crisis.

Renewed interest in large-caps; keep a tab on IPO pipeline: Shiv Gupta

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

Sustained earnings growth key to equity upside, says Rahul Singh

Rahul Singh of Tata Asset Management says easing geopolitical risks support equities, but sustained corporate earnings growth will be the key driver of the market's next rally

Accenture net income rises to $2.39 billion during March-May quarter

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.

Deep dive: Hits & misses of Q4FY26 earnings season by JM Financial

While Q4FY26 results have led to an upward revision in our FY27E Nifty50 EPS growth forecast to 17.1 per cent, the recent track record of earnings downgrades warrants caution.

Q4 scorecard: NBFCs top performers, cyclicals lead in earnings growth

Krishna Kant & Ram Prasad Sahu delve into the earnings of the 10 biggest sectors in Q4FY26

India Inc payout grows slower than profit for third straight year

Dividend payout ratio down at 25.7% in FY26, the lowest in 12 years

FY27 earnings outlook: Are markets fully pricing in West Asia crisis pain?

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.

Oil, AI, and geopolitics: The triple threat to FY27 earnings growth

Possible steep hike in oil & gas prices could lead to further rise in inflation, which, in turn, could push up bond yields, and hence, slowdown in banking credit growth.

Nifty 50 share in India Inc's Q4FY26 earnings lowest in 21 quarters

Index companies adjusted net profit grew in low single digit for 8th consecutive quarter