To the Editor:
The reshoring of supply chains and enhancement in domestic manufacturing will also be needed to support ongoing growth in the automotive, defense, and semiconductor industries (“Beyond AI: 10 Ways to Cash In on the Global Building Boom,” Cover Story, July 23). Large foreign corporations like Taiwan Semiconductor Manufacturing and Samsung Electronics are focusing on expanding their onshore semiconductor footprint in the U.S. to avoid 100% tariffs on imported semiconductors and complying with changing global trade regulations.

Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

As many as 573 companies are set to announce their earnings for the April-June quarter (Q1 FY27) this week, with notable names including Westside and Zudio-parent Trent, public lender SBI, ecommerce major Nykaa, telecom giant Bharti Airtel, Titan and others.

These companies will announce their first quarter earnings between August 3 (Monday) and August 8 (Saturday). This comes after Sun Pharma, Maruti Suzuki, Bajaj Finserv, ITC and several other companies released their quarterly results on Friday.

August 3 (Monday)

Realty player DLF is set to report its Q1 FY27 results on Monday. EV scooter maker Ather Energy and power company Torrent Power will also announce their June-quarter earnings, along with Jindal Stainless, UPL, Sundaram Finance, KEI Industries and GSK Pharma.

August 4 (Tuesday)

Telecom major Bharti Airtel is scheduled to announce its first quarter earnings on Tuesday, along with Bharti Hexacom. Stock exchange BSE and Nykaa-parent FSN E-Commerce are also on the list. Other major companies which are scheduled to announce their Q1 results on Tuesday include FMCG major Marico, Fevicol maker Pililite Industries, NHPC and MCX India.
August 5 (Wednesday)Pharma major Biocon will report its June-quarter earnings on Wednesday. Paint-maker Berger Paints will also announce its results. Other key companies on the earnings calendar include Cummins India, GE T&D India, Aurobindo Pharma, Navin Fluorine and Neuland Labs.

August 6 (Thursday)

Zudio and Westside-parent Trent will announce its Q1 earnings on Thursday, along with FMCG major Britannia Industries and two wheeler-maker Hero MotoCorp. Other notable names announcing June quarter earnings on Thursday include Samvardhana Motherson International, Lupin, Premier Energies, Emcure Pharma and Blue Star.

August 7 (Friday)

India’s largest public sector lender State Bank of India (SBI) is all set to announce its June earnings on Friday. Jewellery major Titan Company will also announce quarterly earnings on this day. Other notable companies include Hindalco Industries, ABB Power, PFC, Godrej Consumer Products, Oil India and Ramco Cements.

Also read |Jio Financial Services sets record date for dividend. Check details

August 8 (Saturday)

Anant Raj will announce its Q1 earnings on Saturday, winding up the Q1 earnings cycle for the week. The following week will see several companies including Info Edge, Hindustan Copper, Tata Motors and Lenskart release their quarterly results.

Market outlook

Looking ahead, the sustainability of the domestic market recovery will depend on the easing of global uncertainties, stability in crude oil prices, and a broadening of earnings growth beyond a handful of sectors, said Vinod Nair, Head of Research at Geojit Investments. He further said that investors will closely track U.S. labour market data in the coming week, while domestically, the RBI’s policy decision and PMI releases will provide key cues on growth and inflation trends.

“We continue to favour a gradual accumulation of quality companies with strong earnings visibility,” according to the analyst.

Also read | F&O Talk: Nifty lacks direction on charts, says Sudeep Shah; outlines Bajaj Finance, Eternal strategy after Q1

(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)

This article was written by

Analyst’s Disclosure: I/we have a beneficial long position in the shares of ZTS, BR, ACN, SBAC, PAYX, DRI, PEP, NEE, MKC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Nuvama Institutional Equities has initiated coverage on three key Indian textile players, KPR Mill, Indo Count Industries, and Sanathan Textiles, citing the ongoing shift in global sourcing away from China. The brokerage has assigned ‘Buy’ ratings to all three stocks, with upside potential of up to 35%.

According to Nuvama’s thematic report titled ‘Textiles – The Loom Turns Toward India’, the brokerage highlighted that the global textile market, which is currently valued at around $1.6 trillion, is witnessing its largest sourcing shift in two decades. With China’s share of US apparel imports having nearly halved over the past decade, alternative manufacturing hubs like India, Vietnam, and Bangladesh are competing for the surrendered market share.

Nuvama has issued ‘Buy’ calls on shares of KPR Mill, Indo Count Industries, and Sanathan Textiles, backing their aggressive capacity expansion plans and integrated business models:

Nuvama on KPR Mill share price

As India’s largest listed garment manufacturer with an annual capacity of 204 million pieces, KPR Mill is fully integrated from cotton yarn to garmenting. Nuvama views it as a direct play on global garmenting tailwinds, having consistently maintained 88–98% utilisation levels through its expansion phases.

It has fixed a target price of Rs 1,276 apiece for the stock, implying an upside potential of 21.5% over the stock’s previous closing price.
Nuvama on Indo Count Industries share price
As the world’s largest bed-linen manufacturer by capacity, Indo Count is pivoting from commodity bed linen toward high-margin, value-added segments such as branded and utility bedding, bolstered by its US manufacturing footprint.

Nuvama has a target price of Rs 541 per share, implying nearly 35% upside from the stock’s previous closing price.

Nuvama on Sanathan Textiles share price

A value-added polyester yarn maker, Sanathan provides a pure-play expression of the global shift toward Man-Made Fibre (MMF). Backed by Quality Control Orders (QCO) and anti-dumping duties on Chinese imports, Nuvama projects the company’s volume to compound at 23%.

The brokerage has a target price of Rs 585 per share, implying more than 23% upside from the stock’s previous closing price.

Also read | AI bubble gone bust? Once a billionaire, how AI investor Leopold Aschenbrenner lost most of his hedge fund’s fortune in days

What lies ahead?

Nuvama highlights that the structural opportunity for Indian textile exporters is driven by supply-side realignment rather than rapid demand acceleration, as global trade remains broadly flat.

Key tailwinds supporting Indian exporters include tariff parity and FTA access, inventory normalisation and government policy alignment.

Nuvama, in its report, added that while yarn spinning is capital-intensive and subject to raw material cycles, garment manufacturing and specialised textiles have better asset turnover and higher Return on Capital Employed (ROCE). With trade access, policy incentives, and global buyer behaviour aligning simultaneously for the first time since 2005, Indian textile majors are well-positioned for sustained multi-year growth.

Also read | Peter Lynch does not like the AI trade; here’s why he says ‘Know what you own’

(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)

The company reported higher-than-expected revenue on Thursday from Amazon Web Services. It also said higher memory-chip prices would mean splashing more on data centers. But investors seemed to cheer the prospect of spending with the aim of selling more computing power to customers such as OpenAI and Anthropic.

Victoria – the BBC has agreed to not include her surname – 33, said her five-year-old daughter had “shot up” in size and needed more clothes for the new term.

“She’s five but she’s in six and seven-to-eight stuff so we need summer dresses,” she said.

Victoria described herself as “quite savvy” and said attending free events in the city helped keep costs down during the school holidays.

“I’d probably be more stressed if these things weren’t here though,” she said.

Everything in the pop-up is free — and organisers say it is helping to reduce waste.

“Supermarkets and shops are selling too much and there’s much more that can be shared,” said Cristina Fernandez-Hierro from Peterborough City Council.

She said the event made people feel empowered.

“They are not just ‘having charity’ they are actually making a difference,” she said.

“Every time you reuse an item of clothing you are actually helping the environment.”