Indian markets remained under pressure this week as Q4FY26 earnings season picked up pace, with investors closely tracking corporate performance and management commentary. Despite stock-specific action, broader sentiment stayed weak, dragging Nifty 50 down by 1.87% for the week.
Global cues played a major role in shaping sentiment. Brent crude surged back to the $100 mark, reigniting inflation concerns and raising fears of tighter macro conditions. Adding to the cautious outlook, JPMorgan downgraded Indian equities from “Overweight” to “Neutral”, citing elevated valuations and earnings risks, which further dented investor confidence.
Foreign flows remained a key overhang, with continued FPI selling weighing on markets. Meanwhile, safe-haven assets also saw correction, as gold and silver declined by ~2% and ~6% respectively, reflecting profit booking after recent gains.
On the sectoral front, divergence was sharp. Nifty IT witnessed a bloodbath, plunging 10.31%, largely due to weak earnings outlook and global demand concerns. In contrast, Nifty Energy outperformed, rising 2.63%, supported by higher crude prices.
Overall, the week highlighted a shift from earnings optimism to macro-driven caution, with volatility expected to persist in the near term.
Wipro Buyback: Payoff Structure, Dependent on Acceptance Ratio
Mastek Q4FY26: Public Sector Strength Anchors Growth; BFSI Gains Traction
Power Brands and Cost Efficiency Drive Nestle’s Margin Expansion in Q4 FY26.
Demand Recovery and Stable Costs Boost FMCG Outlook for Q4 Result Season.
Dr. Reddy gained on semaglutide approval expectations in Canada.
HCLTech FY26: Margin Stability Despite Demand Headwinds and Ongoing AI Shift
Persistent Systems Q4FY26: Operating Leverage Fuels Margin Expansion
L&T Technology Services Q4FY26: Operating Leverage Supports Margin Expansion
Oracle Financial Services Software Q4FY26: Margin-Driven Outperformance with Robust Dividend Payout
Strong Revenue Growth, Steady Profitability Signals Stable Execution
Here’s how IIFL Wealth Management performed in Q4FY26.
Strong Revenue Growth, But Margin Pressure Weighs on Earnings
Tips Industries Q4FY26: Margin-Led Earnings Cap a Strong FY; Growth Visibility Intact
Infosys Q4FY26: AI-Led Growth and Deal Momentum Amid Margin Pressure
Groww Surged 10% after spectacular Q4FY26 result.
The attached snips shows performance of HDFC Bank for the Q4FY26 quarter.
UTI AMC shares tanked 11% after showing negative PAT in Q4FY26.
Here’s how SBI Life performed in Q4FY26.
Defensives Lead, IT Drags: Market Shows Risk-Off Rotation
Polymer prices show sharp recovery, signaling an inflationary cycle for FMCG and Pharma.
Services Strength Cushion Trade Deficit Despite Elevated Imports
Decade-High FPI Outflows Balanced by Robust Domestic Inflows
Here’s the list of top 10 sectors which witnessed the highest FPI selling in the previous fortnight.
The below chart shows the change in sectoral weightage of FPI holding.
Here’s the sectoral % of outflow compared to the previous fortnight.
Max Healthcare: Diagnosis — Healthy Pullback, Not a Breakdown
(Source: @VisualCap)
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