Earnings Season Sectoral Summary #q4fy25 Lot of companies delivered blockbuster earnings🔥 Lot of Action in Mid/SmallCap💹 Strong Results: - Financials - Housing Finance, Select NBFC's - Few Auto Ancillaries (Lumax, Lumax Auto, Gabriel, Fiem...) - Pharma - CRDMO, API - Capital Markets (Exchanges, MFD, Asset & Wealth M) - Recycling & few in Water Treatment (Va Tech, Enviro Infra..) - Capital Goods (PEB, Turbines & Generator, Industrial Gears & Equipment's, Compressors etc) - Real Estate, Co Working - EMS - B2B Jewellery, Jewellery & Value Retailers - Renewables, EPC (Cashflow concerns) - Power - T&D , W&C, Transformer - Consumer Durables - Packaging Films (Margin Expansion) - Select Agro Chemicals/Chemicals - Defence - Aviation & Hotels - Telecom - Hospitals - Life Insurance - Sugar - Alcoholic Beverages Weak/Mixed Results: - Textiles - Banks (NIM's compression) - Dairy - Cement - Building Materials - LargeCap IT, Midcap IT (Ex Persistent, Coforge) - Paints - QSR (Muted SSSG) - Paper - FMCG (Muted Growth)