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Earnings vs signals: Q4 results may matter more than they look

Economictimes.indiatimes.com 

The March quarter earnings season arrives at an inflection point, with stable numbers masking underlying economic shifts. Escalation of the Gulf conflict introduced external shocks, with first-order impacts visible in rising input costs. Investors should focus on forward-looking signals as second-order effects are expected to unfold in Q1 FY27.




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