The Economic Times reports that Nuvama Institutional Equities expects pressure on corporate margins from Q2FY27, with small- and mid-cap companies and cyclical sectors particularly exposed.
The Economic Times reports that Nuvama Institutional Equities sees growing risks to India’s economic recovery from an oil supply shock, fading domestic stimulus and slowing AI investment. The brokerage expects pressure on corporate margins to emerge from the second quarter of fiscal 2027, with small- and mid-cap companies and cyclical sectors particularly exposed.
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The Economic Times reports that Nuvama Institutional Equities expects pressure on corporate margins from Q2FY27, with small- and mid-cap companies and cyclical sectors particularly exposed.
The Economic Times reports that Nuvama Institutional Equities sees growing risks to India’s economic recovery from an oil supply shock, fading domestic stimulus and slowing AI investment. The brokerage expects pressure on corporate margins to emerge from the second quarter of fiscal 2027, with small- and mid-cap companies and cyclical sectors particularly exposed.
Economic Times@EconomicTimesIndia's cyclical recovery faces risks; oil supply shock, AI capex may hit corporate margins from Q2FY27: Report
Economic Times@EconomicTimesIndia's cyclical recovery faces risks; oil supply shock, AI capex may hit corporate margins from Q2FY27: Report