Earnings

Earnings upgrades for ICICI Bank after a healthy June quarter performance

ICICI Bank's Q1 FY27 earnings beat estimates on strong loan growth, higher fee income and lower credit costs, leading analysts to raise earnings forecasts

Jio Platforms' IPO remains the key driver for Reliance Industries stock

Reliance Industries beat Q1 expectations as O2C and Jio powered earnings growth, but retail margins remained under pressure amid digital commerce investments

Dabur's double-digit Q1FY27 growth must sustain to drive stock rerating

Strong Q1FY27 revenue growth, improving rural demand and healthy international business support Dabur's outlook, but sustained revenue momentum remains crucial for a stock rerating

Trading revenue, investment banking lift Wall Street bank earnings

Bank of America beat estimates for second-quarter profit, benefiting from record trading activity and a surge in dealmaking, one of five banks reporting on Tuesday

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

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

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.

Best of BS Opinion: Why India must confront deeper economic risks

Today's opinions explore India's external vulnerabilities, the concentration of global capital in US technology, energy reforms, disclosure norms, and a nuanced portrait of Kashmir through the Chenab

Outlook on PI Industries cautious even as Japan partner raises estimates

Kumiai Chemical's earnings revision highlights strong demand for pyroxasulfone, but concerns over generic competition and weak earnings growth keep analysts cautious on PI Industries

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.

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.

Earnings downgrades to pick up; market rally to be short-lived: Bernstein

Against this backdrop, Bernstein has trimmed exposure to consumption-downgrading staples and autos to Underweight given inflation headwinds, limited policy support.

How much do you really earn? New survey aims to crack India's income puzzle

Since 1950, the National Sample Survey (NSS) has produced respected household statistics on consumption, employment, health, debt and education. Income has remained the conspicuous gap

Dr Lal PathLabs Q4FY26 results: Net profit falls 15%; revenue rises 16.6%

Diagnostics firm reports profit decline due to prior-year tax benefit, while revenue growth remains strong on higher sample volumes and improved test mix

Remain structurally bullish on India despite headwinds: Ben Powell, BlackRock

The long-term story as regards India -demographics, reforms, digitalization, and improving efficiency- remains intact, Powell said.

Varun Beverages sees earnings upgrades on strong growth, margin outlook

Africa push, category expansion and pricing support drive estimate upgrades

HUL Q4 preview: Revenue may grow in mid-single digit; key expectations

HUL Q4 earnings preview, dividend announcement: HUL is set to announce its March quarter results on Thursday. HUL could also recommend a final dividend for its shareholders.