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September Earnings Kickoff: Nifty Firms Eye 6% Growth

10/14/2025

35 3 Full Breakdown

Summary

Story summary

The September-quarter earnings season has begun with over 200 companies, including Tata Consultancy Services, Infosys Ltd., and Reliance Industries, reporting this week.
Analysts expect 6% year-on-year growth for Nifty firms.
The results will illuminate trends in IT, banking, and consumer sectors.
Markets remain optimistic about a rebound in domestic demand in FY26's second half, with loan growth and profitability insights awaited.

History

Historical Context

India's economic liberalization began in 1991 under Prime Minister P.V. Narasimha Rao and Finance Minister Manmohan Singh, prompted by a severe balance of payments crisis. This shift from the Licence Raj to a market-oriented economy spurred significant growth, particularly in IT and banking, with GDP rising from $266 billion in 1991 to an expected $4.18 trillion by 2025, reshaping India's economic landscape.

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Story summary

The September-quarter earnings season has begun with over 200 companies, including Tata Consultancy Services, Infosys Ltd., and Reliance Industries, reporting this week.
Analysts expect 6% year-on-year growth for Nifty firms.
The results will illuminate trends in IT, banking, and consumer sectors.
Markets remain optimistic about a rebound in domestic demand in FY26's second half, with loan growth and profitability insights awaited.

1 / 2