Market Views - September 2026 | 10 Sept 2026 | Alchemy Capital Management
1. Executive Briefing (TL;DR)
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Top Key Takeaways:
- Q1 FY27 earnings for the top 500 companies showed strong resilience despite energy market dislocations and Middle East conflict pressures, posting +19% YoY revenue growth and +13% YoY PAT growth (+19% YoY PAT growth ex-commodities) [00:00:25].
- BFSI sector led overall earnings acceleration, compounding profit after tax at a solid +23% YoY [00:01:29].
References
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