Expert view: Expect mid-teens earnings growth for Nifty companies in FY27 and FY28, says Bajaj Life CIO
A quarterly results development with market-wide reach.
· LiveMint Markets
Bajaj Life Insurance CIO Srinivas Rao Ravuri expects Nifty 50 earnings to grow at a mid-teens pace in FY27 and FY28. He favours large-cap stocks, citing reasonable valuations and improving earnings prospects.
Key facts
- Period
- FY27 and FY28
The analysis
Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
Because the driver here is macro rather than company-specific, the read-through is to index-level positioning rather than to any single name — correlations tend to rise when the whole market faces the same signal.
Market context
- A market-wide development: it reaches beyond any single stock.
- Sectors in the story: Insurance.
Insurance
1M -5.4% · 3M -13.4%
Sector moves are the average of the stocks we track in each sector.
In this story
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