Sandip Sabharwal Analytics On Q3 Results Season: Banks Stable, IT Holds Ground! | Business News
Автор: ET Now
Загружено: 2026-01-21
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Sandip Sabharwal Analytics On Q3 Results Season: Banks Stable, IT Holds Ground! Midcaps Oversold..
Earnings season so far has thrown up no major surprises, with IT companies reporting slightly better-than-expected numbers and banks maintaining stable asset quality. Analysts say extraordinary write-offs linked to new labour codes are distorting headline results. Attention now shifts to autos, capex-linked stocks, wires & cables, NBFCs and QSR names. Havells India reported mixed numbers with margin expansion, while competition in wires and cables intensifies. NBFCs remain relatively better placed in a softening rate cycle, even as deposit challenges persist for banks. Here’s a detailed sector-wise and stock-specific outlook.
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