Page 3 - Corporate Earnings

Market outlook & portfolio strategy: Where to invest at the current levels?

Amid muted stock market returns in 2025, guided by GST and income tax reforms, along with Trump policies, experts recommend focusing on quality large-caps ahead of Q2Fy26 results.

Why Trump's renewed push to nix quarterly reporting may succeed this time

Trump on Monday called for the SEC to allow US-listed companies to issue periodic disclosures every six months instead of requiring quarterly reports

Banks' earnings downgrades intensify amid muted FY26: Motilal Oswal

Top banking picks for Motilal Oswal include ICICI Bank, HDFC Bank, SBI, and AU Small Finance Bank

Tariffs to dent India Inc's Q2; Fed cut to benefit India most: Swastika MD

Recent US tariffs of up to 50 per cent on over half of India's exports are creating significant headwinds for Q2 FY26 corporate profits, says Nyati

Vikram Solar shares soar 13% to new high after multifold Q1 profit jump

Vikram Solar said its order book currently stands at 10.96 gigawatts, while capacity utilisation reached 89.2 per cent

Pause in the comeback: Nifty 50's earnings slow again, shows data

After a strong run to 20.4% last year, Q1FY26 delivers a much quieter 7.4% EPS rise - a reminder that recoveries can wobble

Will the GST rate cut bring back foreign investors to Indian stock market?

The primary reason for the underperformance of the Indian market in the past year, according to analysts, is weak domestic growth

Corporate sector revenues continue to trail India's robust GDP growth

Nominal GDP uses current market prices while real GDP takes constant prices from a base year to adjust for implied inflation in the economy called GDP deflator

Tariffs not a trigger point to exit equities: Equirus Asset's Sahil Shah

FII inflows will return once India's earnings growth shifts back to double digits, most likely in H2FY26, says Sahil Shah, CIO and fund manager of Equirus Asset Management

JSW Cement Q1 results: Loss widens to ₹1,356 cr on exceptional item charge

The company had reported a profit before exceptional items and tax of Rs 8.14 crore for the April-June quarter a year ago

India's strong GDP growth fails to boost equity markets amid US tariffs

GDP in India grew at 7.8 per cent in April-June quarter in real terms, but nominal growth, which represents output at current market prices, fell to 8.8 per cent from 10.8 per cent in last 3 months

GST 2.0, S&P upgrade may spur FII reweighting to India: Motilal Oswal AMC

Market outlook: We believe the market will reward companies that consistently deliver strong earnings growth, regardless of whether they are large-cap, mid-cap, or small-cap, says Ajay Khandelwal

Q1 results show early recovery signs; 18% of India Inc see earnings upgrade

Elara Capital trimmed its FY26 Nifty EPS estimate by 1 per cent to ₹1,165, while projecting a 15 per cent rise to ₹1,335 in FY27

Indian firms face Asia's biggest earnings downgrades on tariff risk: Report

The cuts follow a lacklustre season of quarterly earnings reports extending a bout of weakness among listed firms which kicked off last year and has hurt benchmark equity indexes

Will GST reform, S&P Global upgrade bring FIIs back to Indian stock market?

Thus far in calendar year 2025 (CY25), foreign institutional investors have dumped Indian equities worth Rs 1.17 trillion, shows NSDL data

India Inc growth stuck in slow lane; core earnings shrink in Q1FY26

Net profit growth fastest in 5 quarters

Foxconn sees robust AI demand as second-quarter profit tops forecast

The company said artificial intelligence server revenue is expected to leap more than 170% year-on-year in the coming quarter, though it also warned of uncertainty from U.S. tariffs

Patanjali Foods Q1FY26 results: Net profit declines 31% to ₹180 crore

Patanjali Foods Ltd on Thursday reported a 31 per cent decline in consolidated net profit to Rs 180.35 crore in the June quarter due to higher expenses. Its net profit stood at Rs 262.72 crore in the year-ago period. Total income rose to Rs 8,912.69 crore in the April-June period of the 2025-26 fiscal year from Rs 7,202.35 crore in the corresponding period of the preceding year, according to a regulatory filing. During the June quarter, there was an increase in other expenses, primarily on account of the spends on advertisements. "Effective May 31, 2025, basic customs duty on crude palm, sunflower, and soybean oils dropped to 10 per cent. This impacted the edible oil demand in Q1, FY26," the company said. Patanjali Foods is one of the major players in edible oils.

Cafe Coffee Day Q1FY26 results: Loss shrinks to ₹11 cr, revenue rises 6%

Coffee Day Global, which operates popular caf chain Caf Coffee Day, has narrowed down its loss to Rs 11 crore, and its net revenue went up 6 per cent to Rs 263 crore in the June quarter of FY26. The company had reported a net revenue of Rs 248 crore, and its loss after tax was at Rs 17 crore in the corresponding April-June period a year ago, according to the regulatory filing by Coffee Day Global's parent entity Coffee Day Enterprises Ltd. Its Average Sales Per Day (ASPD) was marginally down YoY to Rs 20,747, in comparison to Rs 20,772 a year ago. However, it was up 1.31 per cent sequentially from Rs 20,477 recorded in the March quarter. Besides, the total store count of Caf Coffee Day has gone down to 427 in the June quarter. It was at 448 in the year-ago quarter. Caf Coffee Day vending machine count has gone up to 55,189 in the June quarter, 1.25 per cent higher against 54,505 in the year-ago June quarter and 54,100 in the preceding March quarter. The parent entity, Coffee Day

Nuvama Wealth shares rise 3% after in-line Q1 results; should you buy?

Nuvama Wealth shares rose 3 per cent after its June-quarter earnings came in line with the street estimates