Aletheia · Earnings Season
Q1 FY27 Earnings Calendar
Expected result dates, key metric to watch, and analyst expectations for 20 high-relevance Nifty 500 names.
Results season: July 10 – August 12, 2026 · Dates are estimates, subject to change
SECTOR
IMPORTANCE
20 results
Jul 10, 2026
EXPECTED DATE
KEY METRIC
Revenue Growth (CC)
EXPECTATION
3–4% QoQ CC growth
WATCH FOR
Discretionary spend recovery commentary + AI deal TCV
Jul 17, 2026
EXPECTED DATE
KEY METRIC
FY27 Revenue Guidance
EXPECTATION
6–8% CC growth guidance
WATCH FOR
Guidance upgrade vs last quarter + large deal wins
Jul 19, 2026
EXPECTED DATE
KEY METRIC
NIM trajectory
EXPECTATION
NIM stable at 3.4–3.5%
WATCH FOR
CASA ratio recovery + credit cost normalisation
Jul 25, 2026
EXPECTED DATE
KEY METRIC
EBITDA across segments
EXPECTATION
O2C recovery + Jio stable
WATCH FOR
New Energy EBITDA first disclosed + Retail SSS growth
Jul 26, 2026
EXPECTED DATE
KEY METRIC
NPA ratios + credit growth
EXPECTATION
GNPA stable at 1.9–2.0%
WATCH FOR
Unsecured credit book stress comments
Jul 16, 2026
EXPECTED DATE
KEY METRIC
Q2 Revenue Guidance
EXPECTATION
1–3% QoQ CC growth
WATCH FOR
BFSI segment recovery + deal pipeline
Jul 14, 2026
EXPECTED DATE
KEY METRIC
Products & Platforms revenue
EXPECTATION
Revenue growth 6–7% YoY
WATCH FOR
Seasonality in license revenue + deal closures
Aug 2, 2026
EXPECTED DATE
KEY METRIC
US specialty revenue
EXPECTATION
US growth 8–10% YoY
WATCH FOR
USFDA inspection status + Ilumya/Cequa uptake
Jul 31, 2026
EXPECTED DATE
KEY METRIC
Volume + EBITDA margin
EXPECTATION
EBITDA margin 12–13%
WATCH FOR
Rural demand commentary + EV timeline update
Jul 24, 2026
EXPECTED DATE
KEY METRIC
Order inflow guidance
EXPECTATION
Order inflow ₹70,000–75,000 Cr
WATCH FOR
International orders + Middle East commentary
Jul 23, 2026
EXPECTED DATE
KEY METRIC
AUM growth + Credit cost
EXPECTATION
AUM growth 28–30% YoY
WATCH FOR
EMI card bounce rates + Urban credit stress
Jul 23, 2026
EXPECTED DATE
KEY METRIC
Volume growth
EXPECTATION
Volume growth 4–5% YoY
WATCH FOR
Rural volume acceleration + Gross margin expansion on commodity benign
Jul 15, 2026
EXPECTED DATE
KEY METRIC
Jewellery EBIT margin
EXPECTATION
Revenue growth 18–20%
WATCH FOR
Gold price impact on inventory + Tanishq SSS
Jul 24, 2026
EXPECTED DATE
KEY METRIC
Return on Assets trajectory
EXPECTATION
ROA improving toward 1.7%
WATCH FOR
Slippage in personal loans + Home loan competitive dynamics
Aug 5, 2026
EXPECTED DATE
KEY METRIC
US revenue + Anda launches
EXPECTATION
US revenue stable + new launches
WATCH FOR
Revlimid contribution waning + next generic pipeline
Aug 1, 2026
EXPECTED DATE
KEY METRIC
FMCG & Cigarette volumes
EXPECTATION
Cigarette volume 2–3% growth
WATCH FOR
Duty impact commentary + Hotels demerger update
Aug 12, 2026
EXPECTED DATE
KEY METRIC
Capacity addition + PLF
EXPECTATION
Capacity 80GW by FY27
WATCH FOR
Renewable capacity commissioning + REC sales
Aug 1, 2026
EXPECTED DATE
KEY METRIC
JLR EBIT margin
EXPECTATION
JLR EBIT 10–11%
WATCH FOR
UK sales on tariff commentary + Domestic EV ASP
Jul 22, 2026
EXPECTED DATE
KEY METRIC
Volume growth + EBITDA margin
EXPECTATION
Volume 4–5% YoY + margin 18–19%
WATCH FOR
Competition from Birla Opus in decorative + input cost pass-through
Jul 12, 2026
EXPECTED DATE
KEY METRIC
SSS growth + store expansion
EXPECTATION
Revenue growth 18–20% YoY
WATCH FOR
Quick commerce competitive impact on walk-ins
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