Earnings

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.

Analysts trim India Inc's FY27 earnings forecast amid West Asia war

JP Morgan has revised down its FY27 earnings estimates by 2-10 per cent on a weighted-average basis over the last few weeks across sectors such as Consumer, Auto, Financials and OMCs

Vedanta Q4 preview: Profit may jump up to 174% YoY; LME tailwinds in focus

Street expects Vedanta's profit to rise sharply in Q4, with adjusted PAT estimated to grow up to 174 per cent Y-o-Y, driven by higher realisations and improved operating performance across segments

Early birds clocked double-digit profit growth in Q4, best in 10 quarters

Early Q4FY26 results show strong earnings growth led by BFSI and metals, even as oil refiners lag and global tensions fuel input cost pressures

'Full impact of high crude oil prices on earnings not priced in yet'

Nikhil Khandelwal of Systematix Group, said that while immediate geopolitical shock has been priced in, the full macro impact, especially of higher crude, has not yet been fully reflected in earnings.

STT hike, US deal, NSE listing: SMC's Aggarwal decodes 2026 market roadmap

The reduction in US tariffs and the interim trade deal framework are set to significantly boost India's export competitiveness, said Subhash C. Aggarwal

Varun Beverages slips into red, stock down 6% from day's high post Q4 nos

Varun Beverages slips into red, stock down 6% from day's high post Q4 earnings numbers

India Inc's revenue growth may have picked up in Q3FY26: Brokerages

Earnings likely grew at slowest pace in 6 quarters

Earnings revival to liquidity boost: Key factors to watch this Samvat 2082

Analysts believe the impact of the policy reforms announced in the latter part of Samvat 2081 will be the key domestic cues that may shape the markets in Samvat 2082

Tech Mahindra Q2 preview: IT major to see profit uptick led by margin boost

Investor focus is expected on TechM's deal-win momentum, growth in financial services, H-1B visa risks, deal pipeline health, revenue retention, and GenAI's impact

HCL Tech Q2 preview: Street expects sequential rise in margins and profit

BFSI and Hi-tech segments are expected to perform better for HCL Tech, while manufacturing is likely to remain under pressure

EaseMyTrip sees 81% surge in hotel, holiday bookings in June quarter

Online travel platform EaseMyTrip reported an over 81 per cent rise in hotels and holiday packages bookings in the June quarter, as travel picked up in the world's fastest-growing economy. Hotels and holiday package bookings grew by 81.2 per cent year-on-year, rising from 1.8 lakhs to 3.3 lakhs, the firm said in a statement. The trains, buses, and others segment recorded a 41.4 per cent year-on-year growth in Q1 FY26, with bookings increasing from 3.1 lakh to 4.3 lakh. Dubai operations saw gross booking revenue surge 151 per cent to Rs 318.1 crore. It had a gross booking revenue of Rs 2,065.8 crore in the quarter and EBITDA of Rs 6.9 crore on a revenue of Rs 113.8 crore. Flights make up 79.2 per cent of gross booking revenue, and hotels and holiday packages account for 18.8 per cent. The remaining 2.1 per cent comes from train, buses and other bookings. When it comes to revenue from operations, flights contribute 50 per cent, while hotels and holiday packages contribute 28.6 per