The Q4FY24 earnings season has now concluded, with overall results coming in better than expected across several sectors. Companies reported healthy earnings growth supported by strong margin profiles and resilient demand trends. Despite global macro uncertainties, many sectors outperformed initial estimates, providing some comfort on FY26 visibility.
Following the earnings season, global brokerage house Nomura has outlined its sector-wise preferences and stock recommendations. The brokerage has taken a constructive view on multiple segments, offering a detailed thesis and most-preferred stock picks for each sector.
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