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Inflation and input costs threaten earnings momentum going forward: Dhananjay Sinha

India Inc. delivered strong March-quarter earnings, surpassing market forecasts. Revenue growth improved, supported by cost savings. However, concerns loom over moderating future earnings. Rising input costs and inflation pose challenges. Defence and metals sectors show resilience. Investors are advised to be selective in consumer stocks, favoring those with strong brands and competitive advantages.

Raccontata daeconomictimes.indiatimes.com

Timeline cronologica

  1. lunedì 1 giugno 2026·economictimes.indiatimes.com

    Corporate India posts 25% profit surge in Q4 FY26, but rising costs squeeze margins

    Corporate India's March quarter net profit surged 25.3%, driven by non-operating factors, masking operating challenges like rising input costs that squeezed margins. While FY27…

  2. lunedì 1 giugno 2026·economictimes.indiatimes.com

    Inflation and input costs threaten earnings momentum going forward: Dhananjay Sinha

    India Inc. delivered strong March-quarter earnings, surpassing market forecasts. Revenue growth improved, supported by cost savings. However, concerns loom over moderating future…