India Inc Earnings

Risk-reward less attractive for Indian stocks vs Asian peers: Goldman Sachs

While the bulk of foreign selling is likely over after the outflows over the recent months, Goldman Sachs does not see foreign investors returning to Indian shores in a hurry, even if oil prices dip.

AI disruption, West Asia war top concerns for India Inc in Q4: ICICI Sec

ICICI Securities said that AI-led disruption in IT services and inflationary pressures from the West Asia war have emerged as key risks for India Inc during Q4FY26 results season

Cutting Sensex, Nifty targets now is premature: Harendra Kumar, Elara Capital

Data has shown that on falling market days, retail investors were net buyers, and on rising days, they were net sellers. So, the idea that they are always disadvantaged is a misnomer, Kumar said.

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.

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

Axis Bank Q4 results preview: Profit, NIM, dividend, fund raise on radar

Analysts expect Axis Bank to report muted Q4FY26 results, with higher provisions weighing on profit even as loan growth and NII may remain steady.

ICICI Bank Q4 results preview: Profit may stay flat, margins under pressure

ICICI Bank Q4FY26 preview: Analysts expect ICICI Bank to report steady NII growth, strong loan expansion, but muted profit due to margin pressure and provisioning normalisation.

HDFC Bank Q4 results preview: Profit may rise up to 9% YoY; NII seen steady

HDFC Bank Q4FY26 results preview: Analysts expect HDFC Bank's Q4 profit to rise up to 9% Y-o-Y with strong loan growth, stable margins, and steady asset quality

Q4FY26 earnings preview: Resilient fundamentals amid fragile sentiment

India Inc Q4FY26 earnings seen steady on strong GDP and demand, but oil prices, FII outflows and global risks may shape market direction and FY27 outlook

'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.

India Inc likely to report mixed show in Q4FY26 amid West Asia war

For banks, Q4FY26 earnings are expected to be mixed, supported by credit growth but weighed by weaker balance sheet and slippage.

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

Markets set on favourable FY27 base; Iran war ceasefire key trigger: MOFSL

India's valuation premium over emerging markets, according to MOFSL, has narrowed to 27 per cent, well below the 10-year average of 73 per cent

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.

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