positive
Recently
Domestic sectors expected to drive India’s earnings rebound in 2026
Jefferies expects India’s earnings growth to accelerate from FY27, driven by domestic sectors and sustained local investor participation.
India’s medium term equity outlook remains constructive, with Jefferies forecasting MSCI India earnings growth to accelerate to 13–14 percent in FY27 from 8–9 percent in FY26. The improvement is expected to be driven by domestic facing sectors such as banking, automobiles, and power, supported by stable consumption and investment trends. Despite foreign investor outflows and near-term earnings moderation, the Nifty 50 remains up nearly 9.5 percent year-to-date, reflecting confidence in domestic growth resilience.