Earnings Outlook

For MOSL, its top FY26E upgrades after the June quarter earnings include Tata Consumer, Eicher Motors, IndusInd Bank, Wipro and ICICI Bank, while top downgrades are Eternal, Axis Bank, Power Grid, Sun Pharma and Nestle.

India Inc’s FY26 earnings forecast likely to see cuts, says BNP Paribas' Kunal Vora

FY25 earnings fell short of expectations, and FY26 consensus estimate looks optimistic, said Head of India Equity Research Kunal Vora.

Never had eight positive years, so negative return in 2025 possible: Enam's Sridhar Sivaram

Enam Holding said they are sitting on some cash, after having turned cautious on Indian equities since September 2024. They do see opportunities after the recent correction, said Sivaram, but are largely in a wait and watch mode.

North America to continue to drive earnings of pharma companies

US sales are projected to grow at a faster pace than Indian sales in Q4 FY24

Nifty’s earnings mix normalises, but high valuations remain a bugbear for investors

Earnings contribution from commodities, metal, energy companies are projected to reduce in FY23 and revert to historic levels next year

Q2 results show Indian healthcare sector firmly on recovery path

Healthcare companies expect the growth momentum to continue, driven by the addition of new hospital beds, services and optimisation of existing facilities

Infosys buyback: Use dips to accumulate for long term, say Gaurav Garg of CapitalVia Global Research

Any dip in the price will be an opportunity for the buyer to add the stock to their portfolio and we expect the scrip to close above Rs 1,650 in FY22, says Garg.

Bull market correction on; time to invest for long-term: Pros

Long-term investors should be looking at opportunities rather than being worried about what is happening in the market today, says Jayesh Gandhi, Sr Portfolio Manager, Birla Sun Life AMC.

See mixed Q2 earnings; avoid cement, realty: Edelweiss

In this earnings season, companies benefitting from rupee's fall are likely to to see an upgrade, while auto sector may see a downgrade, says Nischal Maheshwari of Edelweiss Securities.

Good time to build a 3-5 year portfolio: IIFL's Nirmal Jain

According to Nirmal Jain, chairman of IIFL, retail investors have follows the FIIs and instiutional investors in general but only when there is a broad based rally.

Hoping for earning boost? Prepare for anticlimax, says Citi

Brokerage house Citi has said that the market is rising faster than the pace of corporate earnings, and those hoping for an upgrade in earnings estimates could be in for a disappointment.

Nikkei falls for 3rd day on US debt mess

Tokyo stocks fell on Friday, losing ground for a third straight day as the deadlock over raising the US debt ceiling pushed the yen higher while Nintendo plunged as much as 20% on a crumbling earnings outlook.

Asia stocks fall but still outperform other markets

Asian stocks fell ahead of a long list of corporate results on Thursday that may shed light on the year's earnings outlook, though the region continued to outperform Wall Street in July.

RIM cuts Q1 forecasts, stock slumps

Research In Motion slashed its earnings outlook for the current quarter by 11% on Thursday, saying it expects to ship fewer and cheaper BlackBerry smartphones.