Indian stock markets on Friday ended on a negative note due to a sober start to the first quarter earnings season and a ramp-up in the tariff threat by the US of 35 per cent on goods imported in the US from Canada.
The Indian economy is showing signs of improving consumption demand in the first quarter of the financial year 2025-26 (Q1FY26), according to a recent report by Bank of Baroda.
The Indian banking sector is witnessing a steady pickup in deposit growth, but banks are likely to report a decline in their net interest margins (NIM) in the first quarter of FY26, according to a report by Phillip Capital.
Kolkata (West Bengal) [India], July 8: Baazar Style Retail Limited (BSRL), one of Eastern India's leading value fashion retailers, has announced a strong performance for the first quarter of FY2026, demonstrating its growing footprint and resilience in India's retail landscape.
Consumer staples demand in India continued to remain weak in the first quarter of FY26, primarily due to sluggish urban consumption however the situation is expected to improve in the second quarter, according to a report by Motilal Oswal.
Consumer staples companies are likely to report moderate growth in the first quarter of FY26 as margins remain under pressure, according to a recent report by HSBC.
Consumer durable companies are likely to post mixed trends in the first quarter of FY26, with the Room Air Conditioner (RAC) segment expected to be most impacted due to a weak summer season, according to a report by Motilal Oswal.
Pharmaceutical firms are expected to post 11 per cent year-on-year growth in both sales and EBITDA for the first quarter of Financial Year 2026 (Q1FY26), driven by sustained momentum across most markets, said a report by Kotak Institutional equities.
The Indian Information and Technology (IT) sector will deliver a mixed performance in the first quarter of Financial Year (FY) 2026, with tier-1 companies likely to post muted revenue growth, while mid-tier firms are set to outperform, according to a report by HDFC Securities.
Inflation is expected to remain in line with the Reserve Bank of India's (RBI) projections in the first quarter (Q1) of Financial Year FY26, driven by a favourable statistical base and continued deflation in essential commodities, according to the latest report by Bank of Baroda.
Banks are expected to report muted earnings for the first quarter of FY26 because of weak loan growth, lower margins, seasonally soft fee income, and higher slippages weigh on performance, according to a report by IIFL Capital.