Corporate Earnings Outlook FY27: Expert Predicts Big Wins For BFSI & Nifty

Despite concerns over monsoon performance, global trade uncertainties, input cost pressures, and a weak rupee, the broader market outlook remains positive. Corporate earnings are expected to remain the biggest driver for equities in FY27, with Nifty earnings projected to grow by 12-13%. Naveen Kulkarni, CIO, Axis Securities PMS, believes improving earnings trends in banking and financial services, along with sustained momentum in the mid-cap and small-cap segments, will support markets. While sectors like IT continue to face macroeconomic challenges, he expects the market to deliver returns broadly in line with earnings growth over the next twelve months