Corporate India’s net profit surged in the March quarter, driven by reduced non-operating costs, while revenue growth remained moderate. Excluding banking and finance, profit growth improved significantly, with metals and pharmaceuticals outperforming. Analysts anticipate stronger earnings in FY26, fueled by tax incentives and lower interest rates, despite global uncertainties.
Tariff shock manageable for Indian markets, but rupee weakness a concern: Adrian Mowat
Adrian Mowat suggests Indian markets can quickly absorb a 25% tariff impact, though it might weaken the rupee and limit the RBI’s flexibility. He highlights
July 31, 2025