Nifty PAT增长4% Yoy, OMC公司影响总体业绩;不包括OMC公司,Nifty公司收入增长9%。 1Q FY25 Nifty PAT grew 4% YoY, with OMCs dampening overall performance; excluding OMCs, Nifty posted a 9% earnings growth.

Nifty PAT增长4% Yoy, 石油销售公司影响总体业绩。 1Q FY25 Nifty PAT grew 4% YoY, with Oil Marketing Companies dampening overall performance. 除了OMCs之外,Nifty的收入增长了9%。 Excluding OMCs, Nifty posted a 9% earnings growth. Nifty盈利增长的主要贡献者包括阿达尼企业、阿波罗医院、塔塔钢铁、马鲁蒂铃木和塔塔汽车。 Key contributors to Nifty's earnings growth include Adani Enterprises, Apollo Hospitals, Tata Steel, Maruti Suzuki, and Tata Motors. Motilal Oswal预测收入势头将继续下去,预期24-26财政年度将略微增长15%。 Motilal Oswal forecasts earnings momentum to continue, with moderate growth of 15% expected over FY24-26. 主要投资主题包括工业和资本支出、非必需消费品、房地产和 PSU 银行。 Key investment themes include industrials and capex, consumer discretionary, real estate, and PSU banks.