Nifty Earnings Set for Double-Digit Growth in FY27: SBI Securities

• SBI Securities predicts Nifty 50 earnings will achieve double-digit growth (14-15% YoY) by FY27.
• This growth is attributed to improving consumption, revival in government capital expenditure, and supportive macro conditions.
• Financial services, consumer discretionary, and information technology are expected to be key drivers of this recovery.
• Cement and auto ancillaries are also identified as potential contributors to earnings growth.
• SBI Securities advises selective investment in real estate, favoring large developers and consumption-linked commercial assets.

Why It Matters: Nifty earnings are projected to rebound to double-digit growth by FY27, driven by consumption and capex.