Archive · 19 Aug 2025
Analysts Predict Market Growth; Favor BFSI, Consumer Stocks
Analysts at Motilal Oswal Financial Services (MOFSL) predict that the earnings of large Indian companies will improve.
They expect the overall earnings of the top 50 companies to grow about 9% in 2026.
Large companies did well, while mid-sized companies also showed good growth.
Some sectors like banking and consumer goods are favored, and small companies did not do as well.
The market appears stable with good chances of growth in the future, according to the analysts.
Nifty 50 EPS growth projected at 9% in FY26.
Large-cap companies saw 10% YoY earnings growth.
Mid-cap earnings grew 24% YoY, exceeding expectations.
Small-cap earnings declined by 11% YoY.
MOFSL favors BFSI, Consumer, and Telecom stocks.
- Who
- Motilal Oswal Financial Services (MOFSL)
- What
- Market analysis and earnings forecast.
- When
- FY26
- Where
- India
- Why
- Due to improved earnings and reasonable valuations.
- Nifty 50 EPS Growth (FY26)
- 9%
- Large-cap Earnings Growth (YoY)
- 10%
- Mid-cap Earnings Growth (YoY)
- 24%
- Nifty 50 P/E Ratio (FY26E)
- 22.2x
- Model Portfolio Focus
- Large-cap stocks (70%)