Q4 Results, Curtain Raiser

When markets correct after a record high, the earnings season takes on a whole new level of importance. As global headwinds jostle investor sentiment, domestic fundamentals step into the spotlight. As part of this special story, Sama Manoj Reddy breaks down the early Q4 FY25 results across key sectors—banking, IT, FMCG, housing finance, and transmission—highlighting where resilience is emerging and where pressure persists. Amid the noise of tariffs, liquidity moves, and policy shifts, he helps investors focus on what matters most: earnings quality, execution strength, and macro adaptability