Nifty 50 cos may log strong double-digit growth

Nifty22, 776.10220.35. Motilal Oswal Midcap Fund Direct-Growth.

Key points

• Revenue and net profit are probable to grow by 19.9% and 22.3% respectively according to the ETIG estimates.
• Revenue and net profit of Nifty 50 firms are projected to grow by almost 20% year-on-year.
• "Excluding oil marketing companies, aggregate earnings for the MOFSL Universe are expected to grow 24% year-on-year during the quarter, " Duggad remarked.
• The Economic Times daily newspaper is available online now.

Nifty22, 776.10220.35. Motilal Oswal Midcap Fund Direct-Growth. The Economic Times daily newspaper is available online now. Nifty 50 firms probable to log solid double-digit expansion in Q2. Nifty 50 firms probable to log solid double-digit expansion in Q2. ET BureauLast Updated: Oct 07, 2026, 06: 22: 00 AM IST.

Revenue and net profit of Nifty 50 firms are projected to grow by almost 20% year-on-year. Analysts note that performance is driven by sectors like automobiles, banking, and oil. Operating margins, nevertheless, might contract slightly due to input cost pressures and inflation. Key sectors show varied conditions, balancing solid demand against potential challenges. Overall, medium to long-term outlook remains optimistic, despite some near-term volatility.

Mumbai: Aggregate revenue and net profit of the Nifty 50 firms are anticipated to grow in double digits year-on-year for the September quarter led by select firms from the automobiles, banking and finance, metals and oil and gas sectors. Revenue and net profit are probable to grow by 19.9% and 22.3% respectively according to the ETIG estimates. Their performance will additionally benefit from the lower base of 9% and 8.4% expansion in revenue and profit in the year-ago quarter. "The broader earnings outlook remains healthy, supported by improving domestic demand, strong credit growth, government spending and a recovery in private capex, " remarked Feroze Azeez, Joint CEO, Anand Rathi Wealth.

Gautam Duggad, MD and Head of Sales, Institutional Equities, Motilal Oswal Financial Services (MOFSL) expects Nifty earnings to grow by 27% and that of the firms covered by the broking firm to rise by 22%. "Excluding oil marketing companies, aggregate earnings for the MOFSL Universe are expected to grow 24% year-on-year during the quarter, " Duggad remarked.

Taken together, the developments around nifty 50 cos may log strong double point to a situation that is still moving, and the coming days should bring more clarity.