Most analysts do not sound too bullish about FY26 corporate results, believing that forward earnings may continue to show weakness, and downgrades would surpass upgrades.
With India-Pakistan tensions easing, fourth quarter earnings beating expectations, and foreign investors making a strong comeback, the market mood has clearly shifted.
While several brokerages have varying expectations on IT companies’ Q4 revenue growth, with estimates ranging from (-)2 to 5 percent QoQ, most analysts say strong mid-tier firms will outperform tier-1 players
The NSE IT index has gained by 28.5 percent in the last one year even as analysts pared earnings estimates for most major companies
NTPC is projected to grow faster than Power Grid Corp of India in the near term
Earnings contribution from commodities, metal, energy companies are projected to reduce in FY23 and revert to historic levels next year
Before the current bout of selling began, the Nifty50 gained 15 percent in three months despite cuts to earnings estimates
Edelweiss slashed earnings by 9–18 percent for stocks in their coverage. It remains positive on Amber Enterprises which was recently added to the model portfolio along with KEI Industries, and Voltas.
This quarter if you get away with Rs 450 earnings on Nifty, it would be a surprise. The earnings could be in low single-digit, says Sanjiv Bhasin, Executive VP-Markets and Corporate Affairs, IIFL
UBS has cut earnings estimates for Nifty companies in FY16 by 6-7 percentage points over the last six months, and now expects a 10 percent earnings growth this year and 18 percent growth next year
CLSA feels margin expansion would be gradual as Diageo would continue to take hard decisions which poses risk to near-term earnings
Brokerages are not very impressed with the performance put up by the FMCG majors HUL and ITC. They have cut their ratings for the stock and have also reduced estimates for the next two fiscals.
According to Dolat Capital, 60 companies across eight sectors (except financials) is estimated to grow 20 percent on top line and 23 percent on net profits for Q2 FY14.
According to BP Equities, IT companies may report expansion in margins primarily due to significant rupee depreciation and strong operational performance.
Godrej Properties to announce its fourth quarter FY13 results today. According to CNBC-TV18 estimates, the company's revenues are likely to go down by 28.60 percent to Rs 250 crore from Rs 350.21 crore in the same quarter last year.
Prabhudas Lilladher has come out with its earnings estimates on Cairn India for December quarter FY13. According to the research firm, the company's Q3FY13 sales are likely to go up by 37.2% at Rs 4249.6 crore, Year-On-Year (YoY) basis.
KR Choksey has come out with its earnings estimates on GAIL India for September quarter FY13. According to the research firm, the company's Q2FY13 sales are likely to go up by 1% at Rs 9,864 crore, Year-on-Year (YoY) basis.
R K Global has come out with its earnings estimates on Reliance Industries for March FY12. According to the research firm, company's Q4FY12 sales are likely to go up by 2.8% at Rs 74705.9 crore, Year-on-Year (YoY) basis.
Motilal Oswal has come out with its earnings estimates on Reliance Industries for March quarter FY12. According to the research firm, the company's Q4FY12 sales are likely to go up by 28.5% at Rs 93400 crore, Year-on-Year (YoY) basis.
Angel Broking has come out with its earnings estimates on Reliance Industries for March FY12. According to the research firm, company's Q4FY12 sales are likely to go up by 16.5% at Rs 84669 crore, Year-on-Year (YoY) basis.
KRChoksey has come out with its earnings estimates on Reliance Industries for March FY12. According to the research firm, company's Q4FY12 sales are likely to go up by 20% at Rs 90,639 crore, Year-on-Year (YoY) basis.
Prabhudas Lilladher has come out with its earnings estimates on Reliance Industries for March FY12. According to the research firm, company's Q4FY12 sales are likely to go up by 18.3% at Rs 85950.5 crore, Year-on-Year (YoY) basis.
Emkay has come out with its earnings estimates on Reliance Industries for March FY12. According to the research firm, company's Q4FY12 sales are likely to go up by 25.3% at Rs 91095.2 crore, Year-on-Year (YoY) basis.
KRChoksey has come out with its earnings estimates on Elecon Engineering for March FY12. According to the research firm, company's Q4FY12 sales are likely to go up by 11% at Rs 392 crore, Year-on-Year (YoY) basis.
KRChoksey has come out with its earnings estimates on ABB for March FY12. According to the research firm, company's Q4FY12 sales are likely to go up by 10% at Rs 1,976 crore, Year-on-Year (YoY) basis.