The Q4FY24 earnings season has now concluded, with general outcomes coming in higher than anticipated throughout a number of sectors. Corporations reported wholesome earnings development supported by sturdy margin profiles and resilient demand developments. Regardless of international macro uncertainties, many sectors outperformed preliminary estimates, offering some consolation on FY26 visibility.
Following the earnings season, international brokerage home Nomura has outlined its sector-wise preferences and inventory suggestions. The brokerage has taken a constructive view on a number of segments, providing an in depth thesis and most-preferred inventory picks for every sector.
