New Delhi: Market analysts have signalled an earnings-driven recovery for Indian equities as Samvat 2082 begins on October 21.
Amisha Vora, Chairperson and Managing Director of PL Capital, said the upcoming year offers investors a chance to participate in India’s next phase of growth, “driven by a revival in corporate earnings and broad-based economic expansion.”
“As we usher in Samvat 2082, optimism is gradually returning to Indian markets. The year gone by tested investor patience, with India lagging global peers despite strong domestic fundamentals,” Vora added.
The Vikram Samvat year will be marked by a symbolic Muhurat trading session on October 21, signalling the start of the new year in the Hindu calendar.
Vora highlighted structural reforms, implementation of GST 2.0, income tax relief, and a supportive policy stance as key factors contributing to growth and easing liquidity conditions. India’s GDP is expected to expand around 6.8 per cent in FY26, among the fastest globally, underscoring the country’s resilient growth trajectory.
She also noted that market valuations are reasonable, earnings downgrades have largely bottomed out, and domestic inflows continue to show strength, even as foreign investors remain cautious, creating a favourable environment for equities to outperform in Samvat 2082.
Analysts expect Nifty 50 companies’ earnings to grow 8 per cent in FY26 and 16 per cent in FY27, supported by policy measures, macroeconomic resilience, and a maturing domestic investor base.
Motilal Oswal Financial Services Ltd (MOFSL) highlighted sectors such as BFSI, capital markets, consumption, manufacturing, and digital industries as key beneficiaries in the new fiscal year.
While global headwinds, including trade tensions and slowing economic growth, persist, experts said India stands out as a macro-stable, liquidity-rich, and policy-supported economy, setting the stage for a promising year ahead.
IANS
