India Inc Earnings

Q2 impact: TechM shares gain 8% as analysts raise earnings estimate, target

Tech Mahindra shares jumped 5 per cent and emerged as the top Sensex gainer after the Q2 results. SBI Securities said that it expects Tech Mahindra stock to outperform the broader IT sector and peers.

SMIDs to large-caps shift likely if earnings gap narrows: Bharti Axa CIO

The key issue is that high-growth mid/small-caps are stretched on valuation right now, while rest of the market appears relatively cheap, said Bharti AXA Life Insurance's CIO Rahul Bhuskute

Tech Mahindra Q2 preview: PAT may jump 30-40% YoY; firm to mull bonus issue

Tech Mahindra's board will mull a dividend payout and a bonus issue along with the Q2 results announcement.

Nestle India Q2 preview: Strong volumes to drive growth; PAT may top ₹1k cr

Nestle India could outperform peers, supported by strong brand franchises, resilient demand, efficient distribution networks and disciplined cost management, said brokerages.

GDP growth data masks weak domestic value creation: Dhananjay Sinha

There is a meaningful risk that inflation and input costs become bigger concerns in Q2 than they were in Q1, said Dhananjay Sinha of Systematix Group.

TCS Q2 preview, dividend: Analysts see modest growth; PAT may rise by 13%

TCS Q2 results date, dividend announcement: TCS will declare its Q2 results on Oct 8. Besides, TCS could also recommend an interim dividend. TCS has set Oct 14 as the dividend record date

Corporate sales surge 22% in Q1, but wage bills grow at less than half the pace

India Inc's sales surged over 22% in the June quarter, but salary growth stayed below 9%, raising concerns about muted wages amid AI adoption and cost pressures

Consumer durables, financial shine most in Q1; growth could normalise by Q4

Investors should not extrapolate this 20 per cent growth rate. By Q4, the base effect will kick in, and revenue growth could normalize back to single digits.

Strip out oil, and the June quarter's earnings story inverts: JM Financial

Despite a beat of this size, we have cut FY27 Nifty EPS by 0.4 per cent and raised FY28 by 0.3 per cent. A quarter this good produced no upgrade cycle.

Q1 outliers: 26 Nifty 500 stocks post over 50% PAT, revenue growth

Favourable base, stronger domestic activity, government capex and operating leverage were seen aiding the SMIDs' Q1 FY27 results.

Q1 earnings beat estimates; Nomura explains what could sustain momentum

Revenue growth at 17 per cent (excluding oil & gas, metals, and financials) reached a 12-quarter high, though this was offset by margin compression of 122 bps.

Q1 earnings deliver positive surprise; has market priced in this optimism?

Analysts believe that such high topline growth may be sustainable in the forthcoming quarter as demand continues to be strong.

IT sector Q1FY27 review: Tier-2 firms lead revenue growth amid soft demand

IT Q1FY27 review: As per MOFSL, revenue growth in Q1 was led by Tier-2 pack IT services companies. Tier-1 players grew 0.4 per cent Q-o-Q CC, while Tier-2 players outperformed with 1.8 per cent growth

Q1FY27 earnings strong; manufacturing emerges as top bet: Sachin Bajaj

Over a three-to-five-year horizon, Sachin Bajaj of Axis Max Life said that he favours businesses with hard-to-replicate assets, pricing power, credible management teams and strong governance.

FY27 to be challenging for PSU banks, limited room for upside: Seshadri Sen

With limited RoA levers left and a risk of credit costs normalising, we see limited room for further upside in PSU bank stocks, said Seshadri Sen of Emkay Global.

ICICI Pru AMC's Rajat Chandak sees value in software & 2 more sectors

From a broader perspective, we continue to see value in areas like software where valuations remain reasonable relative to long-term growth potential, says Rajat Chandak.

OMCs drag India Inc earnings. What would Q1 have looked like without them?

Elevated crude prices against the backdrop of the West Asia crisis remained the key factor that roiled the OMCs' Q1 earnings performance.

Wipro Q1 preview, dividend: Wages, AI spends to hurt margins; guidance eyed

Wipro Q1 results preview, interim dividend: Along with its Q1 results, Wipro's board may also recommend an interim dividend for shareholders, according to an exchange filing.

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.