Earnings

ETMarkets Smart Talk: 2026 could be a breakout year for investors: Earnings revival, attractive valuations set the stage, says Samvitti Capital’s Prabhakar Kudva

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ETMarkets Smart Talk: 2026 could be a breakout year for investors: Earnings revival, attractive valuations set the stage, says Samvitti Capital’s Prabhakar Kudva

As Indian equities enter a pivotal transition phase, market optimism is beginning to rebuild after more than a year of consolidation. In this edition of ETMarkets Smart Talk, Prabhakar Kudva, Director and Principal Officer at Samvitti Capital, explains why 2026 could emerge as a breakout year for investors. With corporate earnings poised for a strong … Read more

Easy re-rating phase behind us but valuation froth gone: Devarsh Vakil

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Easy re-rating phase behind us but valuation froth gone: Devarsh Vakil

With markets navigating a prolonged consolidation phase, valuations have finally cooled even as the easy re-rating cycle draws to a close. Devarsh Vakil underscores that the next leg of the market will be driven less by multiples and more by earnings traction, with early signs of revival already visible. For investors, discipline and selectivity will … Read more

Paytm and Vedanta emerge as top buys amid sectoral rotation and profit booking: CA Rudramurthy BV

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Paytm and Vedanta emerge as top buys amid sectoral rotation and profit booking: CA Rudramurthy BV

After six consecutive sessions of solid gains, the Nifty paused for breath on Friday, slipping below the 26,000 mark. While some investors see this as a short-term consolidation, market expert CA Rudramurthy BV believes the broader trend remains strong and sector rotation could fuel further upside. “See, we have to understand from 24,600 Nifty has … Read more

Stock market risk-reward now in favour, time to deploy cash: Kotak MF’s Atul Bhole

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Stock market risk-reward now in favour, time to deploy cash: Kotak MF’s Atul Bhole

After nearly a year of time correction and muted returns, Kotak Mutual Fund’s Atul Bhole believes the stock market’s risk-reward has finally turned favourable. With macro stability, government reforms and GST-driven demand revival, he says investors can start deploying cash and raise equity exposure ahead of a potential earnings upcycle. Edited excerpts from a chat: … Read more

AI superstar Nvidia could eclipse India’s entire market cap if Cantor’s target price is met

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AI superstar Nvidia could eclipse India’s entire market cap if Cantor’s target price is met

Nvidia Corp, already a $4.3 trillion giant that has doubled in value in just 16 months and looms larger than the stock markets of the U.K., China and Canada, could soon eclipse the entire Rs 5.21 trillion Indian equity market if its shares reach Cantor Fitzgerald’s new $240 price target. Fueled by its dominance in … Read more

Markets in Flux: Devina Mehra advocates measured rebalancing over panic moves

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Markets in Flux: Devina Mehra advocates measured rebalancing over panic moves

“Regarding tariffs, there have been some agreements, like Japan announcing investments into the US, though eventually they clarify these are company-level decisions. So it’s like kicking the can down the road. But markets seem to have accepted it as business as usual,” says Devina Mehra, Founder & CMD, First Global. It’s indeed an interesting time … Read more

ETMarkets Smart Talk | Valuations ahead of earnings — Time for bottom-up value picks: Shrikant Chouhan

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ETMarkets Smart Talk | Valuations ahead of earnings — Time for bottom-up value picks: Shrikant Chouhan

In this edition of ETMarkets Smart Talk, we caught up with Shrikant Chouhan, Head of Equity Research at Kotak Securities, to decode the current market setup amid rising volatility and persistent FII outflows. As Indian equities trade in a tight range with global uncertainties weighing on sentiment, Chouhan emphasizes the importance of bottom-up, value-driven investing, … Read more

Sectoral churn here to stay, focus on consumer-centric themes: Hari Shyamsunder

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Sectoral churn here to stay, focus on consumer-centric themes: Hari Shyamsunder

“We have seen a fair bit of shaving on the Nifty 50 earnings and so, the earnings expectations going into FY26 are more muted than what they were going into FY25, that may be some kind of a comfort in terms of for the downside for the earnings expectations. The pace of earnings downgrade may … Read more

How to Calculate the Interest Coverage Ratio

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How to Calculate the Interest Coverage Ratio

Why the Interest Coverage Ratio Matters A high ICR suggests that a company is generating enough earnings to comfortably meet its interest obligations, indicating strong financial health and lower risk of default. A low ICR can signal financial strain, as the company may struggle to pay interest, potentially leading to higher financial risk. Source link

Q4 results this week: ITC, Sun Pharma, IndusInd Bank, IndiGo, BEL among 81 companies set to announce earnings

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Q4 results this week: ITC, Sun Pharma, IndusInd Bank, IndiGo, BEL among 81 companies set to announce earnings

India Inc’s Q4 FY25 earnings season continues this week, with 81 companies scheduled to release their financial results. Key names to watch include ITC, Sun Pharma, IndusInd Bank, Power Grid Corporation of India, Hindalco, Interglobe Aviation (IndiGo), ONGC, Bharat Electronics, DLF, Dixon Technologies, Solar Industries, United Spirits, Ashok Leyland, Grasim, RVNL, and Honasa Consumer. Here … Read more