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IT and Pharma stocks to outperform amid ‘muted’ Indian stock market outlook, says Geojit’ Vinod Nair

The Indian equity markets have delivered an impressive rally since April 7th, with the broader market posting a return of 13.3% over the past one and a half months. The uptrend was initially driven by the U.S. pausing retaliatory tariffs and further supported by a ceasefire agreement that eased tensions between India and Pakistan.FIIs cautiously…

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Titan Q4 Results Preview: Strong revenue expected, PAT growth seen muted due to margin pressure

Titan Q4FY25 results preview: Titan, Tata Group’s jewellery-to-eyewear brand, is set to report its March quarter (Q4FY25) results on Thursday, May 8. Analysts project strong revenue growth, led by healthy performance across key business segments. However, they expect margins to remain under pressure, with incremental gold lease-related costs likely leading to flat profit after tax…

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Banks Q4 results preview: HDFC Bank, ICICI Bank to SBI — Lenders to see muted earnings with NIM pressure

The Indian banking sector is expected to post subdued earnings growth in Q4FY25, driven by modest loan and deposit growth, pressure on net interest margins (NIMs), and rising slippages in unsecured and microfinance segments. However, improved recoveries and regulatory changes may aid credit costs. According to Motilal Oswal Financial Services (MOFSL), net interest income (NII)…

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