The Indian banking sector is set to witness earnings recovery in the second half of FY26, after a muted September quarter performance marked by margin pressure, moderate credit growth and a decline in profitability across private and public lenders, according to a research report by Motilal
Public Sector Banks (PSBs) are entering a new phase of profitability as their return on assets (RoA) has crossed 1 per cent, supported by stronger balance sheets, better asset quality and steady credit growth, according to a recent Motilal Oswal report.
Discounts in the automobile sector are expected to trend down across key segments as the recent GST cuts are likely to lift demand, according to a report by Motilal Oswal.
The Indian luggage industry is projected to grow at a healthy CAGR of 12 per cent to reach Rs 267 billion by Calendar Year (CY) 2028, up from an estimated Rs 170 billion in CY24, according to a report by Motilal Oswal Financial Services.
The automobile sector witnessed a muted performance in the first quarter of FY26, with demand lagging expectations in most segments except tractors, according to a report by Motilal Oswal Financial Services.
The earnings per share (EPS) of Nifty 50 companies is projected to grow by approximately 10 per cent in the current financial year (FY26), according to a report by Motilal Oswal.
The Indian auto industry is expected to experience subdued growth in FY26, with most segments anticipating low to mid-single-digit growth, as revealed in a recent report by Motilal Oswal.
The net interest margins (NIMs) of banks in India are expected to improve after the third quarter of the current financial year 2026 (3QFY26), according to a report by Motilal Oswal.
Domestic mutual funds have increased their stake in Paytm to around 14 per cent, up from 13 per cent in January-March 2024-25, led by Motilal Oswal and Bandhan Mutual Funds, as per the April-June 2025-26 shareholding pattern.
India's share in the global market capitalisation rose to 4 per cent in June 2025, recovering from a 16-month low of 3.6 per cent in February 2025, according to a report by Motilal Oswal Financial Services.