Motilal Oswal in its latest report has raised Nifty EPS estimates for FY26 and FY27 after a better-than-expected Q2 earnings season, led by commodities, cement and midcaps, while smallcaps continue to lag. Brokerages also released key stock outlooks across sectors after recent Q2 earnings. Key focus areas are cement pricing pressure, margin recovery in autos, steady pharma growth and strong operating trends in hotels and fintech. We decode who beat estimates, who missed, and where markets may be headed next.

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