Corporate India Q3FY26

What should be the return expectation at the broader market levels?
What is the need of the hour in current market conditions?

All about Q3FY26 Earnings of Indian companies, in our Corporate India webinar (presented by Mr. G R Balaji - CIO, FPS Assets):  

Indian equities are nearing a turning point as profit growth stabilizes, valuations ease, and progress is made on trade negotiations with the United States and the European Union.

- Aggregate Sales of NIFTY 50 Companies for the quarter ended Dec 2025 is around ₹ 19.16 Lac Crs - up by 8%

- 20 out of 50 companies reported topline growth more than 15% reflecting growth is not very broad based

- The earnings recovery was largely driven by strong festive and rural demand, lower input costs, and specific contributions from five major stocks—State Bank of India, Tata Steel, HDFC Bank, TCS, and Bharti Airtel—which accounted for 78% of incremental growth

While headline earnings were impacted by a roughly 5% hit due to new labor code mandates regarding gratuity liabilities, broader market performance was supported by a 16% profit expansion in BSE 500 companies, led by energy and consumer sectors.

Join us on 7th March, 2026 (Saturday) at 11 AM to hear it all from the horse's mouth.

Source: Reuters, FPS research