Nifty earnings seen rising 27%, strongest growth in 17 quarters in Q2: Motilal Oswal

What happened: Motilal Oswal expects Nifty earnings to rise 27% in Q2, the strongest growth in 17 quarters, with financials, metals, oil and gas excluding OMCs, and telecom as key contributors. Key numbers: Nifty earnings growth 27%, strongest in 17 quarters. Coverage universe earnings up 22% YoY, highest in 11 quarters. Why it matters: The brokerage sees broad-based earnings recovery, but notes a challenging macro backdrop and persistent FII outflows from secondary markets, most evident in largecaps, even as domestic indicators stay resilient.

Motilal Oswal expects Nifty earnings to rise 27% in Q2, the strongest growth in 17 quarters, with financials, metals, oil and gas excluding OMCs, and telecom as key contributors.

The brokerage sees broad-based earnings recovery, but notes a challenging macro backdrop and persistent FII outflows from secondary markets, most evident in largecaps, even as domestic indicators stay resilient.