Analysts ne Indian companies ki profit growth forecast ko **16.5%** se ghatakar **9.2%** kar diya hai. Global tension aur badhti costs ne market ka mood bigad diya hai, bas Real Estate sector hi abhi dum dikha raha hai.
Market ke experts ne Indian corporate earnings ko lekar apna nazariya badal diya hai. FY27 ke liye profit growth ka jo estimate pehle 16.5% tha, wo ab ghatkar 9.2% reh gaya hai. Iska seedha matlab hai ki companies ke liye mushkil daur shuru ho gaya hai. Global geopolitical tensions aur rupee ki girawat ne margins par tagda pressure daal diya hai.
Kahan hai sabse zyada dikkat?
West Asia mein chal rahe tension ki wajah se freight costs aur energy prices badh gaye hain, jiska asar seedha balance sheet par dikh raha hai. Energy sector mein jahan pehle growth ki umeed thi, wahan ab contraction dikh raha hai. Consumer staples ka haal bhi kharab hai kyunki companies raw material ka mehenga kharch customers par daalne mein struggle kar rahi hain. Saath hi IT, industrials aur financial services ke bhi estimates niche gire hain.
Sirf Real Estate mein dum?
Haalanke baaki sectors thande pade hain, par Real Estate ne umeed jagayi hai. Yahan growth expectations 28.1% tak badha di gayi hain. Premium housing market mein demand abhi bhi solid hai, aur developers apna mehenga kharch aasani se buyers par daal pa rahe hain.
Investors ke liye kya hai hint?
Agli kuch quarters mein wohi companies bachengi jo apne profit margins ko protect kar payengi. Jo firms cost-cutting ya price hikes se margins bachane mein kamyab rahengi, unke shares mein hi bharosa rakhein. Experts FY28 ke liye optimistic hain, iska matlab hai growth targets ko thoda aage khiska diya gaya hai. Agle earnings calls mein management kya bolti hai, us par nazaarein zaroor rakhna.