Mumbai, April 14, 2025 – Nifty 50 earnings are likely to see further downgrades in the first half of FY26 due to global trade tensions. PL Capital has lowered its FY26 earnings per share (EPS) estimate by 6.2%, citing the impact of the ongoing U.S.-China tariff war on supply chains and market stability.
Export-dependent sectors like IT and metals are expected to be most affected. With EPS projections for FY27 also revised down by 5.6%, analysts caution that prolonged trade disputes may hinder earnings growth and investor confidence in the near term.
