More Stories

Informist, Tuesday, Apr. 8, 2025

 

MUMBAI – Nifty 50 companies may post a modest growth of 2% on year in the earnings for the March quarter, taking the overall earnings growth in 2024-25 (Apr-Mar) to 5%, Motilal Oswal Financial Services said in a report Tuesday. The brokerage house has trimmed its earnings per share estimate for the Nifty 50 companies for FY25 by 2.9% to INR 1,017 and that for FY26 by 3.8% to INR 1,157. The cut is largely driven by companies in four sectors – oil and gas, metals, automobile, and banking, financial services and insurance, Motilal Oswal said.

 

"In the upcoming earnings season, management commentaries on the impact of the global tariff war and the company's resilience plans will be critical components influencing individual stock performance," the brokerage firm said in its report.

 

Within the Nifty 50 universe, sectors such as metals, healthcare, technology, and BFSI are likely to outperform peers and report growth in profits for the March quarter. Among these, metal companies are likely to report 24% growth in net profit, while BFSI companies are likely to post muted growth of 2% in net profit. 

 

Companies in sectors such as oil and gas, real estate, and cement are expected to report a decline of 14-25% in net profit. Among smaller sectors, electronics manufacturing services, logistics, consumer durables, and retail may stand out and report a net profit growth of up to 69%, according to the report.

 

The brokerage noted that private banks are likely to report their first quarter of earnings decline since March 2020 with a 3?ll in growth during Jan-Mar. Public sector banks, on the other hand, are expected to post moderate earnings growth of around 4%, which will be the lowest growth in 19 quarters.

 

For the ongoing financial year, Motilal Oswal estimates a 14% growth in earnings of Nifty 50 companies. While rural demand remains healthy and demand in urban India is expected to benefit from the income tax cuts announced in the Union Budget, the brokerage warned that estimates for this financial might be at risk considering uncertainties over the ongoing tariff war.  End

 

Reported by Shakshi Jain

Edited by Ashish Shirke

 

For users of real-time market data terminals, Informist news is available exclusively on the NSE Cogencis WorkStation.

 

Cogencis news is now Informist news. This follows the acquisition of Cogencis Information Services Ltd by NSE Data & Analytics Ltd, a 100% subsidiary of the National Stock Exchange of India Ltd. As a part of the transaction, the news department of Cogencis has been sold to Informist Media Pvt Ltd.

 

Informist Media Tel +91 (22) 6985-4000

Send comments to feedback@informistmedia.com

 

© Informist Media Pvt. Ltd. 2025. All rights reserved.