FMCG could outshine, IT guidance key this earnings season: Narendra Solanki

July 3, 2026

India’s Q1 earnings season kicks off with a focus on sectoral performance. While banking, manufacturing, and auto ancillaries are poised for steady gains, the IT sector faces headwinds from AI disruption and global uncertainty. Investors are keenly watching for management guidance, especially from IT firms, as FMCG and discretionary consumption may offer positive surprises.

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