印度经济表现出复原力,但收入参差不齐,预计到2025年底将恢复。 India's economy shows resilience but faces mixed earnings, with recovery expected in late 2025.

据轴心证券公司称,尽管经济指标有所改善,印度更广泛的消费可能需要另外四分之一的时间才能完全恢复。 Broader consumption in India may take another quarter to fully recover, according to Axis Securities, despite improving economic indicators. 预计各公司将继续进行库存调整,导致Q2FY26收入业绩好坏参半。 Companies are expected to continue inventory adjustments, leading to a mixed Q2FY26 earnings performance. 电信、工业和消费者自由裁量权等部门可能增长,而银行、主食和部分药店则面临压力。 Sectors like telecom, industrials, and consumer discretionary may grow, while banks, staples, and parts of pharma face pressure. Nifty预测收入将达到9%,EBITDA为4.8%,PAT同比增长8%,PAT增长率为6.5%,不包括Interglobe航空公司。 Nifty is forecast to see 9% revenue, 4.8% EBITDA, and 8% PAT growth year-on-year, with 6.5% PAT growth excluding Interglobe Aviation. 尽管面临诸如卢比贬值和出口缓慢等外部挑战,但印度经济仍然具有弹性,第26财政年度的增长率预计超过第25财政年度。 Despite external challenges like rupee depreciation and slow exports, India’s economy remains resilient, with FY26 growth projected to exceed FY25. 然而,今年迄今为止,印度市场的表现一直低于美国和其他新兴市场。 However, the Indian market has underperformed the U.S. and other emerging markets so far this year.