JPMorgan expects the Nifty 50 to trade between 26,500 and 30,000 over the next six to nine months with a bull case scenario of hitting 30,000 by April 2026 based on an earnings recovery expectation.
Investors are focusing on long-term growth despite facing geopolitical uncertainty and market volatility, with the Nifty 50 underperforming in the emerging market space so far in 2025.
Motilal Oswal Financial Services has reduced Nifty 50 earnings per share for financial years 2026 and 2027 but expects a 14% full-year net profit growth compared to 4% in financial year 2025.
Emkay Global Research anticipates a material recovery in the second half of 2026 for India Inc.'s earnings, particularly in the consumer discretionary space, maintaining a Nifty 50 target of 26,000 for March 2026.