The Economic Times

US-Iran conflict to hit Q4FY26 earnings, supply chain restoration may take 1-2 months: Report

The US-Iran conflict will affect Indian corporate earnings in FY2026 and FY2027. Supply chains will take time to recover even after the Strait of Hormuz reopens. Small and mid-cap companies may see higher downgrades. Market estimates have not yet factored in this impact. Global markets have shown recovery, with crude oil prices falling.