GENERAL29 Sept 2026
Nomura sees earnings resilience, but oil, geopolitics weigh on valuations
Nomura says company earnings will grow about 11 to 12 per cent over the remaining nine months of FY27, leaving out oil and gas. But if crude oil stays above $100 a barrel, those earnings could be cut. This matters if you hold shares or plan fresh investments. Keep an eye on oil prices and review your equity exposure.
Key Statutory Highlights
- Nomura expects earnings growth, excluding oil and gas, of 11 to 12 per cent over the remaining nine months of FY27.
- Sustained crude oil prices above $100 could trigger cuts to those earnings estimates.
- Nomura also notes that oil and geopolitics are weighing on valuations, as per the report first published on 29 September 2026.
Actionable Advice for Taxpayers / Founders:If you hold shares or plan fresh investments, keep track of crude oil prices and global geopolitics, and speak to your advisor before making any big changes to your portfolio.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
TaxQue News Desk
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