Wednesday, July 8, 2026

India Inc Q3 earnings wrap: Demand engine restarts, but margin tailwinds fade

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A durable earnings upcycle requires wider sectoral participation, a revival in private capital expenditure, and simultaneous recovery in both rural and urban demand, Mishra noted. But corporate margins have likely peaked for this cycle, with the post-covid benefits of lower input costs and pricing power now receding, he added.

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