JEFFERIES ON INDIA STRATEGY ; Q2 FY27 EARNINGS HEALTHY, FY27 EARNINGS GROWTH ESTIMATE RAISED TO 15%

• Jefferies' mid-quarter Q2 FY27 earnings review indicates healthy corporate results, with earnings upgrades holding up. • Earnings upgrade ratio remains above 50%, reflecting positive earnings revisions across companies. • Banks, two-wheelers, power utilities and consumer technology sectors have delivered strong performance. • IT and consumer staples reported mixed results, while four-wheelers remained weak. • Management commentary indicates pockets of strong festive demand, although broader consumption trends remain uneven. • Raises MSCI India FY27 earnings growth expectations by 1 percentage point to 15%, supported by healthy Q2 earnings performance.

Aditya Birla Sun Life Mutual F

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