更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 更多一手调研纪要和海外投行报告加V：shuinu9870 Nikhil Arela +91 226 842 1482 nikhil.arela@bernsteinsg.com Following a similar script: We have talked about Q1 before the start of this earnings season. Q2 has repeated the script in a more moderated fashion so far. Over 65% of the NSE100 (Nifty + Next 50) firms that have reported numbers, 48% of those that have reported, have seen a miss greater than 4%, the highest since March 2020. The growth expectations, which were 9% before the start of the sea ...