Expert view: Q1FY27 results likely to remain muted, recovery from Q2 onwards, says Vinod Nair

Vinod Nair, Head of Research at Geojit Investments, expects Q1FY27 results to remain muted with corporate earnings recovery anticipated from Q2 onwards. India's earnings forecast has been downgraded by 3-4% year-to-date, with FY27 EPS growth now estimated at 12-14% versus the earlier 15-16% expectation. The Nifty50 is trading near its one-month average of around 23,800, while a 40% monsoon deficit in June and Middle East tensions weigh on sentiment, partly offset by a sharp decline in crude prices from nearly $100 to about $70.