Page 3 - Corporate Earnings

Q4FY26 earnings: Navigating geopolitical headwinds amid a modest recovery

India Inc Q4FY26 earnings seen modest amid West Asia conflict. IT, autos lead growth while pharma, utilities lag. Key triggers and FY27 outlook decoded

Q4 result today: ICICI Prudential, Den Networks among 8 firms on April 14

Q4FY26 company results: Firms including Nuvoco Vistas, Hathway Bhawani, Eimco Elecon, and Suryachakra Power are also to release their January-March earnings today

West Asia conflict likely to weigh on India Inc's Q4 FY26 results

The combined net profit of Nifty 50 companies likely to grow by 4.2 per cent Y-o-Y in Q4FY26, lowest in the last seven quarters

Markets believe that the worst phase of West Asia war is over: Samir Arora

Markets had discounted the bad news with select pockets seeing a dip of over 15 per cent, which have recovered partially now, Arora of Helios Capital said.

Every $10 rise in oil above $90/bbl may hit Nifty earnings by 3%: Bernstein

Beyond $90/bbl is when the decline steepens and things worsen as inflation starts eating into savings, impacting spend that gets especially bad for consumer sectors, Bernstein said in a recent note.

Big business groups' diversification game amid slowing growth, rising risks

Slowing growth and volatile earnings are pushing India Inc. to diversify aggressively-even as weak R&D spending raises concerns about long-term competitiveness

From crude to currency: Key triggers that could influence markets in FY27

Foreign outflows, the West Asia conflict, rupee depreciation, uncertainty around US tariffs, and elevated valuations were among the key factors that influenced investor sentiment

Poor sentiment is a good vintage for building a portfolio: Vikas Khemani

Selective IT services companies with strong digital portfolios, diversified clients, and disciplined cost structures could indeed present a contrarian opportunity, he said.

FII's India allocation unlikely to change in the near term: Rajat Rajgarhia

For FII's, the favored markets over last two years have been countries that were beneficiaries of new age tech and artificial intelligence (AI), he said.

Evaluate hiking equity exposure over the next few weeks: Prashant Jain

The prevailing valuations of Nifty of 17.5x one-year forward earnings are reasonable and have room for some rerating apart from returns driven by nearly 12 per cent earnings CAGR over the medium-term.

This is not a time to be bearish on markets: Rishi Kohli, Jio BlackRock AMC

Given that the last 18 months have been weak in terms of valuations, earnings and technical trends, the outlook for the next 18 months is becoming attractive, he said.

Nomura cuts Dec 2026 Nifty target by 15%; mid, smallcaps at risk

The research and broking house sees up to 10 - 15 per cent risk to consensus earnings estimates for FY27F in case oil prices remain at elevated levels.

LNG crisis bigger risk than oil; earnings may fall over 4%: Shriram AMC

Analysts at Shriram AMC warn that LNG supply disruption due to the Iran war may hurt India Inc earnings more than crude oil shortages

Risk-reward ratio favorable for long-term investors: Rahul Singh, Tata AMC

Strategy for 2026, he said, is shifting toward sectors with a probable growth visibility such as Banking, Consumer, Resources and Manufacturing.

Prolonged Iran conflict may hit corporate earnings in India: Report

'We expect some downside risk to corporate earnings, especially if the conflict lasts longer than a few weeks,' the report said on Thursday

Q3 review: Largecaps resilient; 40% smallcaps miss estimates, says JM Fin

Q3 review: For FY26E, JM Financial expects the bulk of earnings support to come from oil & gas, metals & mining, telecom and NBFC

Earnings to accelerate market gains; valuations may apply brakes: Kotak Sec

Kotak anticipates FY2027E and FY2028E net profits of the Nifty50 Index to grow 16 per cent and 15 per cent after a muted 8 per cent growth in FY2026.

Q3 scorecard: OMCs, banks drove India Inc's steepest profit rise in 8 qtrs

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

China's stock bull run falters with corporate earnings set to underwhelm

China's earnings season is already shaping up as a disappointment. Fourth-quarter pre-announcements from more than 2,000 mainland-listed A-share companies show negative alerts outnumber positive ones

Q3 result: PTC Industries, Cello, Precision Wires, and 461 more on Feb 14

Q3FY26 company results: Firms including Anupam Rasayan, KRBL, Religare Enterprises, Ahluwalia Contracts and VIP Industries are also to release their October-December earnings today