Moneycontrol PRO

Madhuchanda Dey

Head Research, Moneycontrol

The war-led gas crisis – How it could impact India’s growth journey

BUSINESS

The war-led gas crisis – How it could impact India’s growth journey

LNG disruptions expose India’s energy vulnerability, threatening to hurt growth and stoke inflation

Should investors give VIP treatment to this luggage company?

BUSINESS

Should investors give VIP treatment to this luggage company?

New owners and management spark hopes of a turnaround, but intense competition and heavy discounting could cloud prospects

A capitulating market — Is it time to buy the panic?

BUSINESS

A capitulating market — Is it time to buy the panic?

Middle East conflict delivers a triple shock to India’s economy, testing the resilience of corporate earnings and equity valuations

AI-led IT sell-off – Time to avoid or double down?

BUSINESS

AI-led IT sell-off – Time to avoid or double down?

As AI upends the labour-arbitrage model, Indian IT faces its toughest reinvention yet

Can Safari win in a hyper competitive luggage market?

BUSINESS

Can Safari win in a hyper competitive luggage market?

Market share of the luggage maker improves amid rising competitive intensity

Yes Bank: Is it time to say yes after its long underperformance?

BUSINESS

Yes Bank: Is it time to say yes after its long underperformance?

The bank’s recovery gathers pace, but 1% RoA remains the key trigger for rerating

What should investors do, post resilient Q3 earnings?

BUSINESS

What should investors do, post resilient Q3 earnings?

Though markets appear to be not too excited, the valuation is at a discount

Should investors ride the AI promise with Infosys?

BUSINESS

Should investors ride the AI promise with Infosys?

The broad message from the management is that AI should be viewed as an opportunity for IT service companies

Muthoot Finance Q3 FY26 — All that glitters is gold

BUSINESS

Muthoot Finance Q3 FY26 — All that glitters is gold

The company looks set to surpass its full-year gold loan growth target for FY26

IKS Health Q3 FY26 – another quarter of strength

BUSINESS

IKS Health Q3 FY26 – another quarter of strength

Meaningful traction in top line, stability in margin, better order inflows, and improvement in balance sheet quality

Post-Budget market meltdown – Should investors be greedy or is it better to remain careful?

BUSINESS

Post-Budget market meltdown – Should investors be greedy or is it better to remain careful?

Although domestic recovery is slow and gradual and global headwinds persist, the budget did nothing to dent the growth and earnings trajectory

Was the STT hike necessary from the fiscal perspective?

BUSINESS

Was the STT hike necessary from the fiscal perspective?

To discipline excessive speculation by retail investors, the finance minister could have chosen a non-fiscal path

Why IT companies are giving a thumbs-up to the Budget

BUSINESS

Why IT companies are giving a thumbs-up to the Budget

Tax treatment of buyback and announcements pertaining to safe harbour lift sentiment for IT

Mas Financial Q3 FY26: the earnings quality is noteworthy

BUSINESS

Mas Financial Q3 FY26: the earnings quality is noteworthy

Net interest margin better while loan growth is improving

Axis Bank Q3 FY26 – steady quarter, valuation a draw

BUSINESS

Axis Bank Q3 FY26 – steady quarter, valuation a draw

Steady execution, disciplined costs, and deposit momentum keep the bank on track

Kotak Mahindra Bank Q3 FY26: steady show, a great long-term story

BUSINESS

Kotak Mahindra Bank Q3 FY26: steady show, a great long-term story

Business growth strong, NIMs improving, asset quality getting better

IndusInd Bank Q3 FY26: Turnaround strategy awaiting execution pick-up

BUSINESS

IndusInd Bank Q3 FY26: Turnaround strategy awaiting execution pick-up

Business growth is yet to regain vigour, while asset-quality pain lingers

Ixigo Q3 FY26 – A strong show in a difficult quarter

BUSINESS

Ixigo Q3 FY26 – A strong show in a difficult quarter

The company navigates disruption to deliver growth, gain share, and reinforce its long-term growth engine

Persistent Systems Q3 FY26: The show of strength continues

BUSINESS

Persistent Systems Q3 FY26: The show of strength continues

Strong growth and resilient margin, partially aided by AI tools and the momentum in order inflows

Tech Mahindra Q3FY26 numbers lend comfort to meeting FY27 target

BUSINESS

Tech Mahindra Q3FY26 numbers lend comfort to meeting FY27 target

The turnaround in communication is good news and sustaining the same remains critical

Wipro Q3 FY26: Remains in the slow lane

BUSINESS

Wipro Q3 FY26: Remains in the slow lane

Deal win was slightly soft and the commentary alluded to challenges in discretionary demand

Federal Bank Q3 FY26 – Is the strong performance factored in the price?

BUSINESS

Federal Bank Q3 FY26 – Is the strong performance factored in the price?

The roadmap for an RoA improvement, prepared by the new leadership, is yielding results

Infosys Q3 FY26 – time to reverse the underperformance

BUSINESS

Infosys Q3 FY26 – time to reverse the underperformance

The company’s commentary is encouraging and the full-year guidance has been revised upwards

TCS Q3 FY26 — Can the stock regain its lost glory anytime soon?

BUSINESS

TCS Q3 FY26 — Can the stock regain its lost glory anytime soon?

The IT major reports a steady quarter with revenue uptick, stable margins, and healthy orders

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