Q1 earnings, July 8 -- The first quarter earnings season of the financial year 2025-2026 (FY26) is upon us, with IT behemoth Tata Consultancy Services (TCS) ready to set the ball rolling this week. Q1 was a tumultuous period, marked by heightened market volatility driven by tariff concerns and geopolitical risks. Nevertheless, the resilience of the Indian economy bolstered investor sentiment, with the Nifty 50 rising over 8%, inching closer to its September highs.

Domestic brokerage Motilal Oswal Financial Services (MOSL) has dubbed Q1FY26 the "Crossover Quarter," anticipating a shift from the subdued, low single-digit earnings growth seen in FY25 to a more sustainable double-digit growth trajectory over the next four quarters.

Estimate...