Page 3 - India Inc Earnings

TCS Q2 preview: Margins, profit seen muted QoQ; India business to stay flat

TCS is scheduled to announce its financial results for the September quarter of the financial year 2025-26 (Q2-FY26) on October 9

Bank of India shares rise 3% after Q2 business update; check details here

Bank of India's global business rose to ₹15.61 trillion, up 11.8 per cent Y-o-Y from ₹13.97 trillion in the same period last year

Trent shares drop 4% on Q2 update; analysts cautious, should you sell?

Morgan Stanley cut its price target on Trent, given the softer revenue growth in the coming quarters despite margin gains

Nykaa shares gain 4% on healthy second quarter update; details here

Nykaa's consolidated GMV growth is expected to be close to 30 per cent, up from the mid-20s in recent quarters

Underweight on India relative to other EMs, earnings revival key: UBS

Chhaochharia explained that India remains underweight because of near-term earnings and stronger growth in other EM countries

Bonds, gold likely to deliver steady returns in CY25: Shiv Goel, Bonanza

A balanced allocation to gold for crisis protection, bonds for stability, and quality equities for growth can help build resilient portfolios in CY25

Market outlook: HSBC upgrades India to overweight; Kotak sees limited gains

At the bourses, meanwhile, the Nifty 50 has gained around 6.5 per cent thus far in calendar year 2025 (CY) and outrun the Nifty 500 (up 4.2 per cent)

Markets eye an inflection in earnings downgrade cycle: Trideep Bhattacharya

Q2 may show early stabilisation, while Q3 could reveal stronger festive-driven momentum, Bhattacharya said

Worst may be over: Earnings clouds clear, Dalal Street poised for comeback

After a year of relentless downgrades, the tide seems to be turning for India Inc. Motilal Oswal's latest strategy report reveals that earnings cut intensity has eased sharply

$90-bn DII inflows, Nifty up 0% in 1-yr; Kotak flags weak fundamentals

Kotak Securities said that $90 billion of DII inflows and a flat market show that flows alone don't drive markets

Despite hardening corp bond yields, India Inc not warming up to bank loans

Despite higher bond yields, companies prefer debt markets over bank loans as lending rates remain elevated and cash reserves cushion capex needs

Tariffs not a trigger point to exit equities: Equirus Asset's Sahil Shah

FII inflows will return once India's earnings growth shifts back to double digits, most likely in H2FY26, says Sahil Shah, CIO and fund manager of Equirus Asset Management

HSBC flags 5 positives, 4 risks for Indian equities amid market uncertainty

Indian equities have trailed their EM peers by over 24 percentage points since mid-September 2024, primarily because of earnings weakness

India Inc's earnings depend on global growth; DII flows at risk: Nuvama

There is a risk to sustenance of DII flows itself as they lag-rather than lead-market movements. Weak one-year trailing returns could be a meaningful deterrent for domestic investors, the report said.

Q1 results show early recovery signs; 18% of India Inc see earnings upgrade

Elara Capital trimmed its FY26 Nifty EPS estimate by 1 per cent to ₹1,165, while projecting a 15 per cent rise to ₹1,335 in FY27

Vi shares extend rally even as analysts trim target; here's your strategy

Vi shares rose for a second straight session on Tuesday, despite analysts trimming target prices on concerns over weak market share

IOCL shares trade volatile as Q1 misses estimates; Should you sell?

IOCL share price: Indian Oil Corp shares were volatile as June-quarter profit nearly doubles but misses estimates

Bata India, Liberty, Campus slip up to 7%; why footwear stocks are falling?

Footwear stocks are under pressure as companies reported disappointing earnings for the quarter ended June 2025

Nuvama Wealth shares rise 3% after in-line Q1 results; should you buy?

Nuvama Wealth shares rose 3 per cent after its June-quarter earnings came in line with the street estimates

Premier Explosives shares soar 16% as Q1 profit doubles; key numbers here

Premier Explosives shares rose over 16 per cent after June quarter profit doubled; the company plans to raise ₹300 crore