Kashyap Javeri, head of research and fund manager at Emkay Investment Managers, shared insights on the Q4FY26 earnings season, noting that revenue, EBITDA, and profit after tax (PAT) growth for Nifty50 companies have aligned with market expectations, showing 13%, 9%, and 8% growth, respectively. Despite concerns over rising commodity prices and geopolitical tensions in West Asia, Javeri believes the resilience of India Inc. will be tested in the upcoming quarters. He revealed that Emkay deployed cash during the March stock market crash, focusing on sectors such as auto ancillaries, CDMO Pharma, and capital goods for future investments. Javeri also commented on the Indian IT sector, suggesting that while it may face challenges, it has potential for 10-12% earnings compound annual growth rate (CAGR) starting in FY28, driven by AI projects. He emphasized the importance of remaining invested rather than attempting to time the market, urging investors to avoid missing out on significant market gains.