Nifty likely to see 15% return in 2026: Helios founder Samir Arora
The Indian market has been a subject of discussion among investors and financial experts, with many trying to predict its future performance. According to Helios Capital founder Samir Arora, the Indian market is expected to bounce back, with a predicted 15% return in Nifty in 2026. This statement comes after a period of market fluctuations, and it is essential to analyze the factors that led to this prediction.
Arora explained that the midcap index has seen a significant rise of 25% since March, while the smallcap index has risen by 18-20%. However, he also cautioned that the market has not yet overcome the challenges it faced between September 2024 and March 2025. This period was marked by significant market volatility, and it is crucial to understand the factors that contributed to this volatility.
Despite the challenges faced by the market, Arora remains optimistic about the prospects for the next year. He stated, “Prospects for next year look good….From October onwards, India’s doing better than most markets.” This statement suggests that the Indian market has been performing relatively well compared to other markets, and this trend is expected to continue.
To understand the reasoning behind Arora’s prediction, it is essential to analyze the current market trends and the factors that are expected to drive the market’s performance in 2026. The Indian market has been influenced by various factors, including the global economic scenario, government policies, and the performance of key sectors such as IT, banking, and pharmaceuticals.
The global economic scenario has been marked by uncertainty, with factors such as the COVID-19 pandemic, trade wars, and geopolitical tensions affecting market sentiment. However, the Indian market has shown resilience, and the government has implemented various policies to support economic growth. The performance of key sectors has also been a significant factor in driving the market’s performance.
The IT sector, for example, has been a significant contributor to the Indian market’s growth, with many Indian IT companies reporting strong earnings and revenue growth. The banking sector has also seen a significant improvement, with many banks reporting a reduction in non-performing assets and an increase in lending activity. The pharmaceutical sector has also been a significant performer, with many Indian pharmaceutical companies reporting strong earnings and revenue growth.
In addition to these factors, the Indian market has also been influenced by the government’s policies, including the implementation of the Goods and Services Tax (GST) and the Insolvency and Bankruptcy Code (IBC). These policies have been aimed at supporting economic growth and improving the ease of doing business in India.
Overall, the Indian market is expected to see a significant improvement in 2026, with a predicted 15% return in Nifty. While there are challenges that need to be overcome, the prospects for the next year look good, and the market is expected to perform relatively well compared to other markets.
As Arora stated, the midcap and smallcap indices have seen a significant rise since March, and this trend is expected to continue. The performance of key sectors, including IT, banking, and pharmaceuticals, is also expected to drive the market’s performance. The government’s policies, including the implementation of GST and IBC, are also expected to support economic growth and improve the ease of doing business in India.
In conclusion, the Indian market is expected to see a significant improvement in 2026, with a predicted 15% return in Nifty. While there are challenges that need to be overcome, the prospects for the next year look good, and the market is expected to perform relatively well compared to other markets. Investors and financial experts will be closely watching the market’s performance in the coming year, and it will be interesting to see how the market evolves.
News Source: https://www.ndtvprofit.com/amp/markets/how-much-return-will-nifty-give-in-2026-samir-arora-weighs-in
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