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INDIA EARNINGS OUTLOOK
Indian steel industry poised for volume-led recovery in H2FY27: ReportIndia's steel industry is likely to see a volume-led recovery in the second half of FY27, supported by lower input costs, easing maintenanc...
Q1 earnings show resilience, but downside risks still loom. HSBC explains whyIndian companies delivered better-than-expected Q1FY27 earnings, with around 70% of firms meeting or beating HSBC’s estimates. Mid- and sma...
ETMarkets Smart Talk | India enters earnings-led phase; Anil Rego favours financials, autos, industrialsAnil Rego, Managing Director & Chief Investment Officer at Right Horizons PMS, believes the worst of the valuation-led correction may be be...
Nifty drops 7% in 2026, smallcaps gain 13%. Is it time to bet on broader markets?This year has seen smallcap stocks surge ahead of the Nifty 50 index, with the Nifty Smallcap 100 rising nearly thirteen percent while its ...
Apollo Tyres shares jump over 6% after UBS upgrades stock to Buy from Neutral. Here’s whyApollo Tyres shares surged after UBS upgraded the stock to Buy and raised its target price to Rs 590. The brokerage sees earnings recovery ...
Earnings recovery still not priced in, says Kotak Life's Hemant KanawalaIndia's earnings recovery has begun to broaden across sectors, but the market is yet to fully price in the upcycle, says Hemant Kanawala of...
Steel, bitumen, geopolitics could slow India’s construction boom: ICEMA Vice PresidentIndia's construction equipment industry anticipates single-digit growth this financial year. Rising steel and bitumen prices are significan...
Metals sector outlook improves as non-ferrous earnings lead recovery: SystematixIndia's metals and mining sector outlook is improving significantly. Non-ferrous companies are expected to lead earnings growth and perform...
FPI return to India may be tactical, not structural yet: HSBC MF’s Venugopal ManghatForeign investors are cautiously returning to Indian equities, but a durable FPI reallocation remains unconfirmed. HSBC Mutual Fund’s Venug...
ETMarkets Smart Talk | India’s diverse earnings story could bring FIIs back: Bandhan Life’s Avinash AgarwalWhile foreign institutional investors (FIIs) have remained net sellers over the past two years amid India’s premium valuations and an earni...
Jefferies retains Buy on Crompton Greaves; sees up to 29% upsideJefferies retained its Buy rating on Crompton Greaves Consumer Electricals with a Rs 330 target, implying nearly 29% upside. The brokerage ...
Q1 earnings suggest an improving earnings cycle, but the recovery remains uneven across sectorsQ1 FY27 earnings signal an improving corporate earnings cycle with NSE500 profit growth at 21%, outpacing expectations. However, recovery r...
ETMarkets Smart Talk | India’s next growth leaders? Bajaj Alts’ Jitendra Gohil bets on electronics, solar, defenceHe also sees opportunities in defence, shipbuilding, infrastructure and aerospace, though he cautions investors about demanding valuations.
Jefferies favours two-wheeler stocks over four-wheeler stocks as earnings gap widensJefferies prefers two-wheeler stocks over passenger vehicle makers, citing stronger volume growth, resilient margins and improving earnings...
Jefferies raises Emmvee Photovoltaic Power target price to Rs 440: Can the stock rally further?Jefferies has raised its target price for Emmvee Photovoltaic Power to Rs 440 from Rs 400, while retaining its Buy rating, implying around ...
ETMarkets Smart Talk | Nifty enters ‘very attractive’ zone as earnings improve: Union AMC’s Sanjay BembalkarDespite muted foreign flows and persistent geopolitical uncertainties keeping a lid on the broader market, corporate earnings have remained...
Nifty price-to-book ratio hits 6-year low, but market may not be cheapThe Nifty's price-to-book ratio has slid below three for the first time in six years, showcasing the banking sector's struggles alongside r...
India stocks top Indonesia as Asia’s least-favoured in BofA pollIndia has replaced Indonesia as Asia’s least-preferred stock market among fund managers surveyed by Bank of America, with 32% of respondent...
Tube Investments of India shares surge 8% after Q1 earnings. What Motilal Oswal is sayingTube Investments of India shares surged after the company reported a 5% year-on-year decline in Q1FY27 profit to Rs 158.62 crore, despite a...
ETMarkets Smart Talk| Where is the value? Sachin Bajaj favours financials, healthcare, capex playsAxis Max Life CIO Sachin Bajaj sees Indian equities entering a favourable phase as earnings recover, valuations moderate and domestic flows...