Q1 FY27 earnings signal an improving corporate earnings cycle with NSE500 profit growth at 21%, outpacing expectations. However, recovery remains uneven and concentrated in Metals, BFSI, and IT. Sustainable long-term growth will require broader capex participation, enhanced R&D intensity, power and land reforms, and higher export competitiveness.

Q1 FY27 earnings signal an improving corporate earnings cycle with NSE500 profit growth at 21%, outpacing expectations. However, recovery remains uneven and concentrated in…

India's earnings recovery has begun to broaden across sectors, but the market is yet to fully price in the upcycle, says Hemant Kanawala of Kotak Life Insurance. In an…