Markets Poised For Upswing In Samvat 2082 As FPIs, Capex, And Earnings Align

Image Source: Free Press Journal

Samvat 2082 Begins With Optimism As Analysts Forecast A Bullish Market Driven By Foreign Portfolio Investments, Strong Corporate Earnings, And Accelerated Capital Expenditure. Despite Global Headwinds, India’s Domestic Growth Momentum And Festive Demand Are Expected To Fuel Equity Performance In The Coming Year.

Samvat 2082 kicks off with bullish sentiment

As India enters Samvat 2082, market experts are projecting a positive outlook for equities, backed by improving fundamentals and strategic reforms. Brokerage firms like PL Capital and Axis Direct suggest that the combination of foreign portfolio investor (FPI) inflows, robust earnings growth, and increased capital expenditure (capex) will be key drivers of market performance in the new Hindu financial year.

The festive season has historically marked a turning point for investor sentiment, and this year is no exception. With inflation easing and policy rates stabilizing, domestic demand is expected to rebound, further supporting corporate profitability.

FPIs return as earnings outlook brightens

After months of net selling, FPIs are showing signs of renewed interest in Indian equities. Analysts note that valuation gaps are narrowing, and the earnings outlook for FY26 and FY27 is improving across sectors like banking, infrastructure, and healthcare. This shift could lead to sustained inflows, especially via the primary market.

Key highlights:
- FPIs expected to ease selling and resume buying in key sectors
- Corporate earnings projected to strengthen in H2 FY26
- Capex revival led by government infrastructure push and private investment
- Inflation cooling and stable interest rates to support demand
- Festive optimism and Muhurat trading signal positive investor sentiment

Capex revival fuels long-term growth

India’s capital expenditure cycle is gaining momentum, with both public and private sectors investing in infrastructure, manufacturing, and digital transformation. This uptick in spending is expected to create a multiplier effect on employment, consumption, and corporate revenues—laying the foundation for sustained market growth.

Brokerages have recommended stocks like SBI, ITC, HAL, and Max Healthcare as top picks for Samvat 2082, citing up to 35% upside potential. Investors are advised to maintain a balanced portfolio with exposure to growth sectors and defensive plays.

Sources: PL Capital, Axis Direct, Mathrubhumi