Banking FMCGMedium impactAfter close

Market shows signs of earnings recovery after four quarters

18 Nov 2025 · 16:05 ISTafter close1 source ↓written by the desknot a recommendation

India's market strategists are cautiously optimistic as earnings rebound after four quarters of decline. Jefferies reports revenue growth at a 10-quarter high driven by early festive demand. However, sustainability remains a concern, with FY26 earnings growth projected at 10%. Citi also notes improvements but awaits confirmation of sustained consumer spending.

Not investment advice. For informational purposes only.

OI Charts is not a SEBI-registered investment adviser or research analyst. This bulletin was written by the OI Charts desk from the public sources listed here. It is commentary on market conditions, not a basis for any investment decision and not a recommendation to buy or sell any security. Prices as of 18 Nov 2025, 16:05 IST.

Sourcesnews.google.com

Banking
FMCG

1 OctSensex hits 2026 low, Nifty below 22,300HighOn 01 Oct 2023, the BSE Sensex fell over 1,000 points to 71,486.24, marking a 2026 low, while the Nifty 50 dropped below 22,300. This sell-off erased ₹8.7 lakh crore in investor wealth amid rising crude oil prices and geopolitical concerns.
1 OctKarur Vysya Bank reports 18% YoY growth in Q2FY27MediumKarur Vysya Bank reported total business growth of 17.96% YoY to ₹2,39,710 crore in Q2FY27, driven by deposits up 15.96% and advances up 20.34%. This indicates strong operational momentum and broad-based growth.
1 OctPositive NIM outlook for banks from 2HFY27MediumA report suggests a positive net interest margin outlook for banks from 2HFY27, driven by a rising rate cycle. Currently, NIM stands at 3.2% in Q1FY27, with expectations of continued growth despite potential pressure in Q2FY27.
1 OctCupid raises FY27 revenue and profit guidance significantlyHighCupid Limited raised its FY27 revenue guidance to over ₹800 crore and net profit to over ₹250 crore, driven by strong Q2 performance and strategic expansions. The previous revenue target was ₹725-750 crore, indicating significant growth expectations.
1 OctSapphire Foods India credit rating upgraded to A+ by ICRAMediumSapphire Foods India Limited's credit rating was upgraded by ICRA to A+ for long-term facilities and A1 for short-term facilities, affecting ₹200 crore in debt. This upgrade reflects improved financial confidence but carries a 'Watch with Developing Implications' status, indicating some uncertainty.
1 OctJP Morgan identifies key sectors for India's growth cycleMediumJP Morgan's report identifies financials, private capital expenditure, and manufacturing as key growth themes in India. The firm favors mid- and small-cap stocks, with overweight allocations in several sectors, emphasizing the need for strong demand and capital expenditure.

Market shows signs of earnings recovery after four quarters

Related