New Delhi, Oct 16
The average earnings from Nifty 50 companies are expected to grow 8 per cent in FY26 and 16 per cent in FY27, driven by policy measures, macro resilience, and a maturing domestic investor base, a report said on Thursday.
The broking firm noted policy measures that increased liquidity and demand, such as a 100-basis-point repo cut, a 150-basis-point CRR reduction, Rs 1 lakh crore in income tax relief, GST 2.0 reforms, and reduced inflation, have improved consumer sentiment.
Motilal Oswal said that these tailwinds support a forecast for a shift from single-digit earnings growth to sustainable double-digit growth in the second half of FY26.
Capex revival and policy reforms should drive multiyear growth for the manufacturing sector, positioning India as a key global manufacturing hub, the report noted.