{"id":106916,"date":"2026-06-04T12:09:52","date_gmt":"2026-06-04T06:39:52","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=106916"},"modified":"2026-06-04T12:09:54","modified_gmt":"2026-06-04T06:39:54","slug":"nifty-50-eps-cuts-may-2026-cipla-lt-adani-enterprises-adani-ports-downgrades","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/nifty-50-eps-cuts-may-2026-cipla-lt-adani-enterprises-adani-ports-downgrades\/","title":{"rendered":"Nifty 50 EPS Cuts in May 2026: Cipla, L&T, Adani Enterprises and Adani Ports Among Top Downgrades as West Asia Conflict and Q4 Results Pressure Earnings"},"content":{"rendered":"
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Nifty 50 EPS revision cycle May 2026: 66% of companies saw FY27 cuts in April (JM Financial). BofA: FY27 Nifty EPS growth cut to 8.5% YoY. Cipla: Lanreotide disruption + gRevlimid phase-out. Adani Enterprises: Q4 FY26 net loss Rs 221 Cr. Nifty 50 at 23,435 on 4 Jun 2026.<\/em><\/p>\n

Nifty 50<\/a> EPS estimates faced fresh downward revisions in May 2026, with Cipla, L&T, Adani Enterprises, and Adani Ports among the constituents bearing the deepest cuts as the Q4 FY26 results season concluded and the impact of West Asia conflict-linked commodity cost inflation percolated through earnings models. This Nifty 50 EPS downgrade cycle in May 2026, which began gaining momentum through 2025 and into 2026, has now been compounded by geopolitical risk and company-specific earnings disappointments, with BofA Securities cutting its FY27 Nifty earnings growth estimate to 8.5 per cent year-on-year, sharply below the 14 per cent forecast it held before the conflict began.<\/p>\n

According to JM Financial, 66 per cent of Nifty 50 companies saw their FY27 EPS estimates cut in April 2026, highlighting how broad the Nifty 50 EPS revision cycle has become, with cumulative FY26 and FY27 EPS estimates revised down by 7.3 per cent and 5.7 per cent respectively over the downgrade cycle. All Nifty 50 EPS revision data for May 2026 confirms the trend is continuing, with the company-specific triggers varying across sectors but the macro headwinds, including West Asia conflict-driven crude prices, petcoke cost inflation, real estate weakness, and IT sector AI disruption , remaining common threads.<\/p>\n

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