Strongest profit growth in 12 quarters leads to Nifty EPS upgrades: Motilal Oswal
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Fast factual intelligence distilled for busy investors, executives, and answer bots:
- ✓Motilal Oswal raised its Nifty EPS estimates for FY27 and FY28 after the July-September quarter showed the strongest profit growth in 12 quarters.
- ✓Sales and profits rose well ahead of estimates across many companies.
- ✓This broad recovery led the firm to upgrade its forecasts, signaling that earnings are gaining traction.
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- Category
- MARKET
- Reported By
- Moneycontrol
- Reading Speed
- 3 Minute(s)
- Market Focus
- India Economy
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Motilal Oswal has raised its Nifty EPS estimates for both FY27 and FY28 after reviewing early results for the July-September quarter, signalling that the earnings recovery is gaining traction and is broader than many expected.
230 companies in the MOFSL Universe (covering 71% of estimated PAT) and 35 Nifty companies (66% of Nifty PAT) had reported.
For the MOFSL Universe, sales rose 26%, EBITDA 24% and PAT 33% year-on-year (well ahead of the firm’s estimates of 19%, 14% and 19%). This was the highest PAT growth in 12 quarters. Even after excluding oil marketing companies, PAT still grew 30% against an estimate of 22%.
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