Motilal Oswal Financial Services estimates that 53 listed companies may post double-digit declines in net profit during the second-quarter (Q2) earnings season of 2025. Key companies facing significant drops include:
Despite these individual company setbacks, the overall market earnings are expected to stay stable. The Nifty 50 earnings are projected to grow 6% year-on-year. Key sectors contributing to growth include:
Oil & Gas: Up 25%
NBFC-Lending: Up 21%
Telecom: Returning to profit
Cement: Up 62%
However, both private and public sector banks are likely to see around 7% profit decline due to margin pressure and moderating credit growth.
Revenue and Earnings Forecast
Nuvama Institutional Equities forecasts Q2 revenue growth of 6% year-on-year, marking the tenth consecutive quarter of sub-10% top-line growth. Motilal Oswal expects Nifty EPS to grow 8% in FY26 and 16% in FY27, while trimming its FY26 EPS estimate by 1.1%.
Summary
In short, while several companies face profit declines in Q2, strong sectoral growth in Oil & Gas, NBFC, Telecom, and Cement supports the overall market. Investors should monitor banks’ performance closely amid margin pressures.
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I’m Abhishek Sharma, an Advocate based in Delhi, entrepreneur, investor, and founder of BigBreakingWire.I am an enrolled Advocate with a strong interest in entrepreneurship, media, and technology. I founded BigBreakingWire, a digital news platform covering breaking news, business, financial markets, companies, and important developments in India and around the world.I also have a software company and take an active interest in technology, software, AI, digital products, and new business ideas.As an investor, I’m interested in discovering and investing in promising businesses and startups. I look for good ideas, strong founders, practical business models, and opportunities with long-term potential.I enjoy building businesses, learning about new industries, and connecting with people who are working on interesting ideas and opportunities.Advocate | Entrepreneur | Investor | Founder & Editor-in-Chief, BigBreakingWire
Last reviewed by Abhishek Sharma on August 26, 2026
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