Top Sectors For FY27 Growth: Why IT, Banks, Defense And Power Could OutI.T. Set For Re-Rating? Why FY27 Could Be A Turning Point | Banks, Defence In Focusperform

FY27 earnings growth could be driven by sectors showing strong demand, improving fundamentals, and better visibility. Ajay Bagga, Sr. Market Veteran, highlights automobiles, telecom, banking, I.T., defence, industrials, and power as key areas with growth potential. He believes passenger vehicles, commercial vehicles, and banks could benefit from strong credit demand and healthy balance sheets. I.T. is showing signs of a potential re-rating after a period of underperformance, while defence and power remain supported by strong order books and infrastructure needs. However, consumer staples and two-wheelers may face challenges due to uncertain rural demand and monsoon conditions.