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India Inc's Q4 FY26 earnings were decent but Q1 FY27 could be bumpy: Kotak
Brokerage flags pressure on consumption sectors from elevated oil prices, sees strong profit recovery from FY27
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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…
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Buy financials, healthcare, and manufactured exports; Pramod Gubbi on investing in a tricky market
India's Q4 earnings show recovery signs, with Nifty 100 profits up 13%. However, macro headwinds like rising crude oil prices and a depreciating rupee pose risks. Marcellus…
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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…
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India in “peak pessimism” phase, but cyclical recovery may lift earnings: Arbind Maheswari
Indian markets are navigating slow earnings growth and valuation worries. However, experts see early signs of a cyclical recovery. Despite current challenges, a shift in global…
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thehindubusinessline.com
India's CPI inflation expected to rise to 4.8% in FY27: 360 ONE Capital
Even though the "net petroleum import bill has declined from 5.5% of GDP in FY14 to around 3.0% in FY25, the economy remains exposed to a prolonged disruption in energy supplies
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Why Trideep Bhattacharya is betting on financials and energy despite global uncertainty
Indian equity markets face near-term pressure from the West Asia conflict. Corporate earnings remain resilient, though FY27 estimates may see modest downgrades. The June quarter…
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India Inc sails past fourth-quarter estimates, but oil shock clouds outlook
Indian companies achieved better-than-expected profits in the March quarter. Domestic activity was strong, supported by tax cuts and easy money. However, the ongoing Iran conflict…
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Indian firms beat fourth-quarter estimates, but Iran war dims outlook
Net profit of Nifty 50 firms rose 6.6% year-on-year in the three months ended March 31, according to Kotak Institutional Equities, comfortably ahead of forecasts of a 2% growth
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India Inc's Q4 FY26 earnings were decent but Q1 FY27 could be bumpy: Kotak
Brokerage flags pressure on consumption sectors from elevated oil prices, sees strong profit recovery from FY27
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Auto demand to remain steady, margins may come under pressure in H1 FY27: Kotak
Kotak flags rising raw material costs from West Asia conflict as key risk for automakers and component makers
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hindustantimes.com
Rising costs may hurt auto margins in FY27 despite 22% growth in Q4 FY26: Kotak report
Kotak expects auto demand to remain stable, but rising commodity costs and diesel prices could weigh on profitability.