Earnings Upgrades
Earnings cuts likely bottomed out; Motilal Oswal remains positive on Indian stock market, picks 22 stocks
Motilal Oswal sees a shift from earnings cuts to upgrades, particularly in mid-caps. It projects 12% earnings growth for Nifty 50 in FY26. It is overweight on sectors such as diversified financials, automobiles, capital goods, IT services, and telecom.
2 min read24 Dec 2025Market outlook: Dalal Street is gearing up for an upswing in 2026 — Here's why
Earnings upgrades are anticipated from Q3 onwards, driven by tax reforms, favourable monsoon conditions, moderated inflation, and accommodative monetary policy. This optimism extends into 2026, as global and domestic risks are expected to moderate.
3 min read1 Dec 2025Hero Moto’s Q2 comeback puts it back in the race
Hero MotoCorp’s better-than-expected Q2 results, rural tailwinds and new launches have triggered earnings upgrades and a stock rally. But EV competition, regulatory shifts and softer demand cues cloud the outlook.
2 min read17 Nov 2025Market weakness temporary; earnings and capex cycle to drive recovery: Mansi Patel
Mansi Patel says the current market correction is driven more by macro headwinds than earnings. She views it as a healthy pause and a buying opportunity, with earnings upgrades likely in infra, financials, autos, and healthcare. Large caps remain favored amid volatility.
5 min read29 Jul 2025Wait for it…
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