2026年3月期、インドの主要企業は力強い増収を記録した。しかし、原材料費の上昇やルピー安が影響し、多くの企業で営業利益率が圧迫される結果となった。
自動車や銀行といったセクターが堅調な成長を見せる一方で、セメントや石油関連の企業は同期間中に顕著な困難に直面した。
インド企業、3月期は増収を達成するも利益率は圧迫
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India's economy grows 7.7 per cent in 2025-26 amid global shocks
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Provisional GDP estimates released on Friday show 7.7 per cent growth for 2025-26. The figure exceeds the government's February prediction by 0.1 percentage points. Outlook for 2026-27 points to a slowdown.
Nifty 50 firms expect double-digit revenue growth for the June 2026 quarter but project only single-digit profit increases due to rising costs. Input cost inflation and higher crude prices are squeezing margins across sectors.
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India's listed brokers and exchanges posted strong results for the March quarter. Growth came from higher margin trading and increased market activity.
Gokaldas Exports achieved strong sequential growth in both revenue and profit for the March quarter. The company posted a 9% rise in revenue despite ongoing global trade disruptions and US tariff pressures.
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Tata Consultancy Services posted flat dollar revenue for the June quarter along with margin contraction. AI revenue grew but stayed a small share of total earnings. The company also paid out large dividends.
Nine BSE smallcap companies delivered standout performances in the March 2026 quarter, with net profits surging over 50% year-on-year and share prices rising 50% to 170% in the past year. Four of these stocks became multibaggers, more than doubling investor returns. Data from ACE Equity highlights the momentum amid mixed results from 168 reporting firms.
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Indian pharmaceutical companies Dr Reddy's and Cipla reported weaker results for the June quarter due to falling profits in the US market. Their domestic operations performed better and provided some offset. Analysts lowered earnings estimates for future years as a result.
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