Earnings growth can be good in this financial year. Anil Rego of Wright Harason PMS has expressed this hope. They believe that earnings growth in this financial year can reach 12 per cent. It will have good health of the economy, softening in input cost and favorable policy. In a conversation with Moneycontrol, he told many important things about stock markets and investment. He said that corporate profit and GDP ratio remains at a high of 4.7 per cent of 17 years. This shows the structural strength in the earnings.
The sale of two-wheelers will increase due to insults of up to 12 lakhs
Reege said that there is good possibilities of investing in two-wheeler space. There is a recovery in demand in rural areas. People’s ability to spend is also increasing. On the other hand, the government has exempted income up to Rs 12 lakh annually from tax. About 3.5 crore taxpayers will benefit from this. Due to this, people’s capacity to spend has increased by about Rs 1 lakh crore. This will directly affect the demand for two-wheelers. Especially the sale of two -wheelers will increase, which families use to meet daily needs.
Recovery in demand in rural areas
He said that this time the monsoon rains are expected to be good. On the other hand, the sentiment in rural areas is strong due to increase in the minimum support price of crops. Inflation has also come under control. This will have a positive impact on the price-sensitive segments. In May 2025, two-wheelers’ sales data saw its initial signs. Two-wheeler volumes can have about 13 percent in Cagr FY27. However, people’s interest in electric two-wheelers is increasing.
Aviation sector growth in India is more than other countries
He expressed a neutral view of the hotel sector. Regarding the aviation sector, he said that the growth of this sector is related to the economic growth of a country. The growth of the aviation sector in India has been good. It has a hand of economic and policy steps. Global air travel growth is usually about 2.1 times the growth of GDP. However, this growth in India has been 2.8 times. It also has a hand for changes in air travel infrastructure. There were 74 operational airports in the country in 2014. This number has increased to 162.