“Motilal Oswal expects Nifty earnings to grow 10% in Q1FY27, marking the strongest pace in four quarters, driven by broad-based performance across sectors. Financials, metals, technology, capital goods, retail, consumer durables, and consumer sectors are expected to show strong growth. However, the brokerage has marginally lowered its Nifty EPS estimates for FY27 and FY28 by 0.8% each, now projecting 15% YoY growth to ₹1,225 in FY27 and 16% to ₹1,422 in FY28, primarily due to lower expectations for telecom, logistics, healthcare, BFSI, and consumer sectors.”

Motilal Oswal Analysis’s track record: 6 graded calls · 95% CI 19–81%