Nifty Earnings Growth to Hit 12-13% by FY27: Pankaj Tibrewal

• Pankaj Tibrewal, Founder and CIO of IKIGAI Asset Manager, projects Nifty earnings growth to accelerate from 8-8.5% in FY26 to 12-13% in FY27.
• He emphasizes that earnings acceleration will be the primary driver for market performance moving forward.
• Despite global volatility and foreign investor selling, Tibrewal asserts that Indian markets are fundamentally strong and well-positioned for medium to long-term growth.
• Sectors like private banks, pharma (CDMO and domestic generics), auto and auto ancillaries, and select capital goods are now attractive after recent corrections.
• Tibrewal is also optimistic about non-ferrous metals (copper, aluminium) due to rising demand, supply gaps, and their increasing geopolitical importance.

Why It Matters: Nifty earnings are projected to significantly accelerate by FY27, driven by strong domestic fundamentals despite global volatility.