US-Iran conflict may impact corporate earnings into FY27
after close1 source ↓written by the desknot a recommendation
- corporate earnings
- 4QFY26
- repercussions extending
- 1QFY27
- to normalize post-reopening
- 1-2 months
- for FY27E
- 1-2%
The ongoing US-Iran conflict is projected to affect corporate earnings in 4QFY26, with repercussions extending into 1QFY27. Supply chain disruptions are expected to take 1-2 months to normalize post-reopening of the Strait of Hormuz. The overall earnings impact on the Nifty is estimated at 1-2% for FY27E, with small and mid-cap companies facing higher downgrades.
Not investment advice. For informational purposes only.