La guerre entre l'Iran et les États-Unis pèsera sur les bénéfices du quatrième trimestre des entreprises du Nifty 50, selon les analystes

La croissance du bénéfice net des entreprises du Nifty 50 au quatrième trimestre de l'exercice 2026 devrait ralentir en glissement annuel en raison de l'incidence des prix liée à la guerre entre l'Iran et les États-Unis, selon les sociétés de courtage. Les estimations oscillent entre 0,6 % et 6 %.

Le bénéfice net des entreprises du Nifty 50, représentatives du tissu entrepreneurial indien, devrait croître entre 0,6 % et 6 % en glissement annuel au quatrième trimestre de l'exercice 2026, ont rapporté des sociétés de courtage. Ce ralentissement découle de l'incidence des prix liée à la guerre entre l'Iran et les États-Unis.

Motilal Oswal Financial Services a estimé une hausse de 6 % en glissement annuel. Kotak Institutional Equities a avancé une prévision plus prudente de 2,6 % de croissance.

Ces projections tiennent compte de la dépendance de l'Inde aux importations de pétrole brut dans le contexte du conflit au Moyen-Orient. Les analystes notent l'impact de la guerre sur les résultats des entreprises, dans l'attente des chiffres officiels.

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BSE trading floor during Sensex and Nifty rally on US-Iran ceasefire relief, with cheering traders amid rising indices and cautious expressions over fragile peace.
Image générée par IA

Indian markets rally on US-Iran ceasefire relief but caution persists

Rapporté par l'IA Image générée par IA

Indian equity benchmarks Sensex and Nifty posted their strongest single-day gains in years on Wednesday, driven by a US-Iran ceasefire that eased oil prices and inflation fears. The market capitalization of BSE-listed companies rose by ₹16.1 lakh crore. However, Asian stocks turned cautious as the ceasefire showed signs of fragility.

India's Sensex and Nifty continued to decline on March 5 amid persistent uncertainties from the Iran conflict, surging crude prices, and fears of escalation, compounding the sharp initial drop earlier in the week. Retail investors saw mutual fund and stock portfolios turn negative, prompting advice on navigating wartime volatility.

Rapporté par l'IA

Indian benchmark indices Sensex and Nifty are poised for a gap-down open, potentially erasing gains from last week's ceasefire rally, after US-Iran truce talks in Islamabad collapsed without resolution. Experts flag renewed West Asia tensions and volatility ahead.

Indian stock indices surged more than 1% on Monday, recovering from early losses. The rebound was fueled by a proposed ceasefire in West Asia and stable crude oil prices. The Nifty closed at 22,968.25, while the Sensex ended at 74,106.85.

Rapporté par l'IA

JPMorgan has downgraded Indian equities to neutral from overweight. The bank warned that the Nifty index could fall to 20,500 in a bear-case scenario, implying a 15% downside from current levels. Near-term risks include elevated valuations and uncertainties from the Iran war and energy disruptions.

Following US and Israeli strikes on Iran that killed Supreme Leader Ali Khamenei and prompted Strait of Hormuz disruptions, oil prices rose nearly 8% amid ongoing tensions. Indian markets shed Rs 6.35 lakh crore on Tuesday, with the rupee weakening on supply fears. Globally, the dollar strengthened as a safe haven while the yen and euro weakened.

Rapporté par l'IA

Foreign portfolio investors pulled out a record Rs 1.18 lakh crore in March, driving the Sensex down 2.22% to 71,947.55 and Nifty 2.14% to 22,331.40 on Monday. The rupee breached 95 intra-day before closing at 94.83 against the dollar. Elevated crude prices above $100 per barrel due to the West Asia conflict added pressure.

 

 

 

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