Pankaj Tibrewal sees stronger top-line growth driving India's next earnings cycle

Indian companies are poised to navigate input cost pressures and sustain growth, with the upcoming earnings season expected to be the next market trigger. Experts anticipate stronger revenue growth than anticipated, driven by price hikes and import substitution in sectors like home improvement. Despite near-term challenges, double-digit Nifty earnings growth is projected, with private banks offering a contrarian investment opportunity as foreign flows may return.