“Dr. V K Vijayakumar anticipates that the significant earnings impact from elevated crude and geopolitical tensions will primarily manifest in Q1 FY27, rather than Q4. He warns that another round of earnings downgrades will become inevitable in import-intensive and crude-related segments if high crude prices and gas availability restrictions persist.”

Dr. V K Vijayakumar’s track record: 4 graded calls · 95% CI 5–70%