Expert view: Consolidation to continue; expect a 16% earnings growth over FY25-27, says Sneha Poddar of Motilal Oswal
4 months, 1 week ago

Expert view: Consolidation to continue; expect a 16% earnings growth over FY25-27, says Sneha Poddar of Motilal Oswal

Live Mint  

Expert view: Sneha Poddar, VP of research and wealth management at Motilal Oswal Financial Services, expects the Indian stock market to consolidate in a broader range with sector rotation and intermittent volatility. Nifty 50 clocked 11 per cent earnings growth, excluding metals and oil and gas. Overall, Nifty EPS has seen a nearly 7 per cent downward revision in the last six months, reducing the expected FY25 earnings growth to just 5 per cent, the weakest since FY20. We expect a 16 per cent earnings growth over FY25-27E, which, along with sustained valuation multiples, could lead India’s market capitalisation to double over the next five to six years to reach nearly $10 trillion. October 2024 headline CPI inflation jumped to 6.2 per cent YoY, the highest in 14 months and higher than the market consensus of 5.9 per cent.

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History of this topic

Q3 corporate data, US deal ignite hopes for Indian stock market
1 month ago

Q3 corporate data, US deal ignite hopes for Indian stock market

Live Mint  

India’s corporate earnings growth has been contracting since Q1. Despite a 16% decline in the broader Indian stock market, valuations remain high, with the one-year forward P/E at 19x—more than twice the average 7-8% EPS growth over the past nine months. Nevertheless, if the traction in corporate earnings growth recovers in FY26 towards 15%, which is India’s historic long-term growth …

India's valuation edge over China and other EMs may face pressure, warns Tata AMC's Singh
1 month ago

India's valuation edge over China and other EMs may face pressure, warns Tata AMC's Singh

Live Mint  

Apart from the dollar’s strength and the “US exceptionalism" that has impacted all emerging market flows, the revival of positive sentiment around China’s technology sector can impact India’s valuation premium over China and other emerging markets, said Rahul Singh, CIO-Equities, Tata Asset Management. Apart from the dollar strength and the “US exceptionalism" which has impacted all emerging market flows, the …

10% earnings cut: Edelweiss AMC CIO sees a rebound only in second half of FY26
1 month, 1 week ago

10% earnings cut: Edelweiss AMC CIO sees a rebound only in second half of FY26

Live Mint  

As global markets navigate uncertainty, factors that could drive foreign capital into India would be the stability of the dollar, transparency on tariffs and trade barriers, and a strengthening earnings outlook, according to the investment head of Edelweiss Mutual Fund. This broad-based reduction suggests a gradual recovery, rather than an immediate rebound, he said, adding, “We anticipate earnings growth to …

India Inc sees worst quarter in 5 years: What it means for stock market?
1 month, 1 week ago

India Inc sees worst quarter in 5 years: What it means for stock market?

India Today  

The stock market has been volatile and has seen a downward trend, correcting nearly 12% from its all-time highs. One of the key reasons behind this stock market decline is the poor Q3 earnings of India Inc, which have affected investor sentiment. INDIA INC REPORTS WEAKEST EARNINGS IN YEARS The recently concluded Q3 earnings season has been the weakest for …

Titan Q3 Results 2025 Preview: Revenue growth seen at 25% YoY, net profit to be flat due to exceptional loss
Trending News
1 month, 3 weeks ago

Titan Q3 Results 2025 Preview: Revenue growth seen at 25% YoY, net profit to be flat due to exceptional loss

Live Mint  

Titan Q3 Results Preview: Titan Company is set to announce its earnings for the third quarter of FY25 on Tuesday, February 4. Titan’s revenue from operations in Q3FY25 is estimated to grow 25% YoY, while its net profit is expected to remain flat due to the exceptional item, according to average estimates of five brokerages. Titan Q3 Update Titan Company …

26 Nifty 50 companies have reported 4.4% YoY growth in Q3FY25 against 4.2% in Q2
1 month, 3 weeks ago

26 Nifty 50 companies have reported 4.4% YoY growth in Q3FY25 against 4.2% in Q2

Live Mint  

As companies continue to release their financial results for the third quarter of FY25, the overall earnings growth for Nifty 50 firms has remained weak. According to a report by JM Financial, out of the 50 companies in the index, 26 have reported their Q3FY25 results so far, showing a mere 4.4 per cent year-on-year growth. What the Report Said …

India’s earnings growth mojo over emerging market peers is waning
2 months, 1 week ago

India’s earnings growth mojo over emerging market peers is waning

Live Mint  

For India Inc., the first half of FY25 presented significant challenges, as earnings growth momentum faced a combination of unfavourable factors. Read this | Tepid Q3 outlook spells more pain for India Inc. earnings As a result, India’s advantage of robust corporate profit growth compared to its emerging market peers has diminished. Shrinking margin tailwinds have triggered earnings per share …

Tepid Q3 outlook spells more pain for India Inc. earnings
2 months, 2 weeks ago

Tepid Q3 outlook spells more pain for India Inc. earnings

Live Mint  

IT bellwether Tata Consultancy Services Ltd is set to begin the third-quarter earnings season. Nifty 50 companies serve as a benchmark for assessing Indian corporations' performance, and forecasts for the October-December period indicate weak single-digit revenue and net profit growth. Q3 predictions Brokerage firms Motilal Oswal Financial Services Ltd and Mirae Asset Sharekhan expect revenue and net profit to grow …

Q3 earnings preview: Worst may be behind, but are we in for a stellar show?
2 months, 2 weeks ago

Q3 earnings preview: Worst may be behind, but are we in for a stellar show?

Live Mint  

Indian corporates have reported subdued quarterly earnings in the current financial year. According to brokerage firm JM Financial, 45 per cent of companies within its coverage universe missed earnings estimates. According to the estimates of brokerage firm Antique Stock Broking, Nifty 50 companies, excluding financial, telecom, cement and commodity, may report revenue, EBITDA and PAT growth of 10 per cent, …

Earnings growth slowdown appears temporary, says Franklin Templeton's Hari Shyamsunder
3 months ago

Earnings growth slowdown appears temporary, says Franklin Templeton's Hari Shyamsunder

Live Mint  

Government capex would align with nominal GDP growth in times to come while private capex is expected to gather pace over the next three to five years, driven by higher capacity utilisation and an uptick in investments in emerging sectors such as renewables and electric vehicles, according to Hari Shyamsunder of Franklin Templeton. Looking ahead, the government capex is expected …

Weakest 5 pc corporate earnings in last five years forecast for FY25 by Motilal Oswal
3 months, 4 weeks ago

Weakest 5 pc corporate earnings in last five years forecast for FY25 by Motilal Oswal

Live Mint  

New Delhi, November 29 : Nifty earnings are expected to witness a modest growth of 5 per cent in FY25, marking the first year of single-digit growth in the past five years, according to a report by Motilal Oswal. "Since August 2024, we have reduced our FY25 estimates for Nifty EPS by 5 per cent, and we now expect a …

These companies post over 45% YoY rise in Q2 profits even as downgrades increase
4 months, 1 week ago

These companies post over 45% YoY rise in Q2 profits even as downgrades increase

Live Mint  

In its latest earnings review, Motilal Oswal Financial Services observed that earnings performance for the MOFSL Universe was in line with expectations, showing a 1 per cent year-on-year decline. Hindalco: Aditya Birla Group’s Hindalco Industries Ltd reported an impressive 123.3 per cent YoY increase in net profit, reaching ₹1,891 crore for Q2 FY25, driven by robust operational performance in its …

Corporate earnings to improve in 2HFY25 driven by improved govt spending, robust Kharif crop and rural demand: Motilal Oswal
4 months, 1 week ago

Corporate earnings to improve in 2HFY25 driven by improved govt spending, robust Kharif crop and rural demand: Motilal Oswal

Live Mint  

New Delhi, November 17 : After a challenging first half of financial year 2025, the corporate earnings outlook is likely to improve in the second half as the government spending, robust Kharif crop and improving rural demand is set to revive, Motilal Oswal said in a report. "After a flat 1HFY25, as the government spending revives in 2HFY25, this should …

Q2 Results: Jefferies’ Chris Wood flags steepest earnings downgrades for India Inc since 2020
Trending News
4 months, 2 weeks ago

Q2 Results: Jefferies’ Chris Wood flags steepest earnings downgrades for India Inc since 2020

Live Mint  

In a recent GREED & fear note, Christopher Wood of Jefferies reported that disappointing results from India Inc. in the July-September quarter prompted the steepest earnings downgrades since early 2020. Earnings Downgrades Amid Economic Challenges Jefferies slashed FY25 earnings per share estimates for 63 per cent of the 121 companies that reported September quarter results. Jefferies now projects that Nifty …

Nifty earnings growth estimate for FY26 looks tough: Kotak MF's Nilesh Shah
4 months, 2 weeks ago

Nifty earnings growth estimate for FY26 looks tough: Kotak MF's Nilesh Shah

Live Mint  

Higher government spending, and wedding and festival season uptick in sales could enable Nifty to notch the Street estimated earnings of ₹1,059 per share in the current fiscal. The real worry is the FY26 Nifty 50 EPS estimate of ~ ₹1,200-1,250, an 18% growth over that in FY24, which looks tough, given an estimated 5% earnings growth in the current …

Q2 Results Today: LIC, SBI, Tata Motors, Ashok Leyland, MRF, Vedanta among 174 companies to post earnings on November 8
4 months, 2 weeks ago

Q2 Results Today: LIC, SBI, Tata Motors, Ashok Leyland, MRF, Vedanta among 174 companies to post earnings on November 8

Live Mint  

Q2 Results Today: State Bank of India, Life Insurance Corporation of India, Tata Motors, Ashok Leyland, Vedanta and MRF will be closely watched on Friday as they report their earnings for the quarter ended September 30, 2024. List of 174 companies to post earnings Over 170 companies are slated to post earnings today. 3C IT Solutions and Telecoms, Aarti Industries, …

Top Aussie companies to reveal a second-year earnings contraction after record-high profits, according to UBS analysis
7 months, 2 weeks ago

Top Aussie companies to reveal a second-year earnings contraction after record-high profits, according to UBS analysis

ABC  

After reporting "abnormally high" earnings during the COVID-19 pandemic, Australia's 200 largest companies are now expected to announce falling profits for a second straight year. "The year-on-year numbers for a lot of companies are still going to be a negative story for earnings growth," Mr Schellbach told The Business. "Whether it's the energy companies, miners, consumer staples, and banks, they're …

Q1 results today: Bajaj Auto, L&T Finance, Network18 among 25 companies to announce earnings on July 16
8 months, 1 week ago

Q1 results today: Bajaj Auto, L&T Finance, Network18 among 25 companies to announce earnings on July 16

Live Mint  

The earnings season has begun for Q1 FY25 and many companies including TCS, SpiceJet, Jio Financial Services have already announced their quarterly results. Q1 results today On July 16, these companies are scheduled to announce their quarterly results: Alok Industries, Agro Tech Foods, Atishay, Bajaj Auto, Aditya Birla Money, BMW Industries, Century Textiles and Industries, Crisil, Capital Trade Links, D …

Q2 Results today: Bajaj Auto, Wipro, IndusInd Bank, 29 others to post earnings
1 year, 5 months ago

Q2 Results today: Bajaj Auto, Wipro, IndusInd Bank, 29 others to post earnings

Live Mint  

Q2 Results today: The quarterly earnings season is in full swing and today 32 companies will be reporting its earnings. Here's the list of some of the companies that will report their Q2FY24 numbers today - 5paisa, Astral, Alpha Ind, Bajaj Auto, Bandhan Bank, DPL, Gujarat Cotex, Heritage Food, Himachal Fibres, ICICI General Insurance, IIFL, IndusInd Bank, LTI Mindtree, OFSS, …

Q1 Results Review: Earnings growth continues even as revenue slows
1 year, 7 months ago

Q1 Results Review: Earnings growth continues even as revenue slows

Live Mint  

Q1 Results Review: The corporate earnings for the first quarter of FY24 were strong and largely in-line with the street estimates with domestic cyclical sectors such as companies in BFSI and Automobile sectors driving the earnings growth. Among sectors, IT Services companies reported weak performance during the quarter with flattish median revenue growth QoQ in CC, in an otherwise seasonally …

Nifty EPS outlook for FY24 raised by 2.5% on strong Q1 results: Motilal Oswal
1 year, 7 months ago

Nifty EPS outlook for FY24 raised by 2.5% on strong Q1 results: Motilal Oswal

Live Mint  

India Inc. has begun the financial year 2023-2024 on a strong footing with robust Q1 results. Domestic brokerage firm Motilal Oswal Financial Services raised its FY24 earnings estimates from Nifty50 stocks by 2.5% to ₹988 on the back of robust Q1 results by corporates that could support overall bullish economic outlook for India. Nifty posted a beat with EBITDA and …

Mphasis Q4 results disappoint; analysts doubt FY24 revenue revival
1 year, 10 months ago

Mphasis Q4 results disappoint; analysts doubt FY24 revenue revival

Live Mint  

The market was not expecting fireworks from the March quarter results of Mphasis Ltd. “With limited visibility in a turnaround in the US interest rate cycle, we remain cautious on FY24 revenue growth and factor in flat year-on-year USD CC revenue growth, the weakest in our IT services coverage," said analysts at Motilal Oswal Financial Services Ltd. Little wonder then …

Contrasting Q2 stories of two tech giants of India
2 years, 5 months ago

Contrasting Q2 stories of two tech giants of India

Live Mint  

Information technology services provider Wipro Ltd’s stock closed 7% lower on Thursday. View Full Image Fall behind Small Indian cinemas take on big Hollywood studios Premium trumps regular in demand for consumer durables How to transfer shares from a demat account to another “Wipro’s turnaround story is faltering," said analysts at Ambit Capital Pvt. Third, “Overall Ebit margin has fallen …

Q4 Earnings: Oil, Chemicals, Other Key Sectors to Drive India Inc's Revenue Growth
2 years, 11 months ago

Q4 Earnings: Oil, Chemicals, Other Key Sectors to Drive India Inc's Revenue Growth

News 18  

From next week onwards, India Inc will start declaring its financial results for the March 2022 quarter. YES Securities in a report expects India Inc’s overall revenue growth of 19 per cent, primarily driven by oil and gas, chemical and information technology. “Adjusted PAT is likely to grow by 32 per cent y-o-y, largely driven by strong performance from banks.” …

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