India Inc Earnings

Cyclicals lift India's profit-to-GDP ratio to 5.3% post-Covid: ICICI Sec

Defensive sectors like IT and FMCG see market-cap share slip to 18 per cent as cyclical sectors like industrials and financials lead profit expansion

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.

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

Stocks to Watch today: Axis Bank, IndusInd Bank, BPCL, JSW Steel, PVR Inox

Stocks to Watch today: Axis Bank, UltraTech Cement, IndusInd Bank, BPCL, Pine Labs, JSW Steel and PVR Inox are among the stocks to watch today, January 27, 2026

Stock Market Close: Sensex slips 324 pts; Nifty at 25,586; oil & gas, realty stocks decline

Stock Market LIVE Updates, Monday, January 19, 2026: Trump levied a 10 per cent tariff on eight European countries, effective February 1, rising to 25 per cent in June

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

Earnings likely grew at slowest pace in 6 quarters

BS CEO poll: India Inc expects faster growth, stronger earnings in 2026

Plans to invest and hire more but is concerned about global uncertainty

Motilal Oswal sees FY26 earnings pick-up; financials, autos lead equities

The brokerage's analysis of its universe of stocks revealed that after a prolonged period of earnings cuts, companies are beginning to report earnings upgrades.

India Inc's profits relative to capital employed at 14-year high

Improving return ratios can be positive for FPI flows

India Inc faces capital allocation deadlock as demand softens, says Nuvama

In its third annual capital allocation study, Nuvama argued that a rare combination of slowing demand cycles and elevated valuations has left corporate India "all dressed up, but with nowhere to go."

Muted FY26 to fuel strong FY27 sales, profit rebound for India Inc: CLSA

After two strong years followed by a prolonged stretch of mid-single-digit revenue growth, India Inc. may be on the cusp of a more robust earnings cycle, analysts said.

Why is India Inc dragging its feet on investments despite strong optimism?

A closer look at demand visibility, firm strategy, and the role of long-term FDI shows why private investment remains slow even in a strong economy

Midcaps shine in Q2 as cycle bottoms, says Motilal Oswal; OMCs, Metals lead

Corporate earnings logged a 3rd straight quarter of double-digit growth, underpinned by strong performances from OMCs, Metals, Telecom, Technology, Cement, NBFCs - Lending, and Capital Goods.

Best of BS Opinion: Government must continue with trimming its QCO list

Today's Best of BS Opinion looks at Bihar's fiscal test after NDA win, pushback against QCOs, Trump's tariff stance and India's options, India Inc earnings vs GDP, and a biography of Francis Crick

Commodities spur India Inc's Sep qtr showing; other key sectors struggle

Other key sectors such as IT Services, FMCG, Banking and Power however continue to struggle with low single digit growth in revenues and earnings

7 stocks gain up to 104% in FY26 as PAT up over 50% in Q1, Q2; Buy or sell?

BSE, Hitachi Energy, GE Vernova, Syrma SGS, Force Motors, HBL Engineering and Laurus Labs have gained more than 50% each after these companies reported over 50% growth in profit in Q1 and Q2 of FY26.

India, US trade deal not priced in yet; can bring back FII flows: Analysts

Goldman Sachs sees a case for India to perform better next year, with growth-supportive policies, earnings revival, supportive positioning and defensible valuations

Stocks to Watch today: Bajaj Finserv, Biocon, BSE, Groww, TMCV, Tata Power

Stocks to Watch today: Groww, Tata Motors CV, Bajaj Finserv, Biocon, Bharat Forge, BSE and Tata Power are among the stocks to watch today, November 12, 2025

Ola Electric shares slip 2% after ₹418-crore Q2 loss; check guidance here

Ola Electric Mobility shares fell 2 per cent after the EV maker reported a net loss of ₹418 crore in the September quarter

Grasim shares slide 5% after Q2 results; what's weighing the stock down?

Rakshit Hargave, who resigned as the CEO of Birla Opus Paints, is set to take over as ED and CEO of Britannia Industries