BUSINESS
Yes Bank: Why is the excitement missing despite the SMBC deal?
The pace of improvement in profitability is a key factor for stock re-rating
BUSINESS
Does Accenture’s good report mean a steady Q3 for Indian IT players?
For the local industry to perform, new AI-led services must offset the deflationary impact of AI on the existing revenue stream
BUSINESS
TCS – Can the AI pivot help the stock come out of its slumber?
The crucial question is how quickly can the AI service revenues meaningfully pick up?
BUSINESS
Muthoot Finance – Is it time to pocket the gains?
Though the medium-term outlook is steady, the valuation is elevated
BUSINESS
Coforge: Growth leadership justifies premium valuation
Deal win strong, order pipeline robust, and margins are improving
BUSINESS
IndusInd Bank: Can this be a stock for the long term?
The new management is building a robust business with a diversified de-risked asset book and a granular liability franchise
BUSINESS
Persistent Systems: Is the stock too pricey? Should you give it a miss?
The company posts strong growth in Q2FY26 with resilient margins and momentum in order inflows
BUSINESS
Control Print: Is it time to print a buy label?
The outlook may get incrementally brighter while the valuation remains undemanding
BUSINESS
Zensar – Is the weakness in the stock an opportunity?
Near-term business challenges cannot be ruled out
BUSINESS
VIP: Can investors bet on a turnaround?
The business strategy of the new owners is key to the company’s future performance
BUSINESS
Safari Industries — Maintaining leadership amid hyper competition
The luggage-maker put up a strong show in Q2 with decent volume growth, stable realisation, margin improvement, and an overall better outlook for the second half
BUSINESS
Why did markets give a lukewarm response to a decent Q2, ruling party’s electoral success?
Near-term upside possibility notwithstanding, the medium term concern about the Indian market is more structural
BUSINESS
RateGain – Should the outsized acquisition be the key draw for investors?
The rally in the stock in the past four months captures much of the optimism about the large inorganic move
BUSINESS
IRCTC – Modest earnings; stock underperformance merits attention
Most of the businesses are matured and, hence, offer predictable earnings trajectories
BUSINESS
Mas Financial Q2 FY26: Soft report card, long-term story untarnished
The company has navigated the tough environment well and remains on track to accelerate growth
BUSINESS
IKS Health Q2 FY26: Why is it a good long-term compounder?
While there are inherent risks, the growth journey remains meaningful
BUSINESS
Ixigo Q2 FY26 – Growth moderates, long-term focus bolstered by capital raise
Sector-specific headwinds in airlines and railways as well as one-time ESOP charges impacted quarterly numbers
BUSINESS
LTIMindtree – Can it maintain its outperformance?
Robust deal wins, strong execution, continued operational efficiencies and investment in AI are positives
BUSINESS
Kotak Mahindra Bank Q2 FY26: One of the best long-term portfolio stocks?
With the economy looking up, the bank seems ready to ride the upcycle
BUSINESS
Federal Bank – More steam left after the post-earnings rally?
Helped by the roadmap laid out by the new management, a steady but gradual improvement in the RoA is likely
BUSINESS
Wipro Q2 FY26: When will order inflows translate into growth?
Though the company’s commentary on deals and deal ramp-up is reassuring, the divergence between wins and execution is a concern
BUSINESS
Infosys Q2 FY26 – Steady execution overshadowed by weak guidance
Tepid full-year guidance points to an expected softness in the second half
BUSINESS
Axis Bank Q2 FY26 – A good quarter excluding the one-off
Business growth gained momentum, interest margin did better than expectations
BUSINESS
Tech Mahindra Q2 FY26 – strong execution, confident outlook
There’s room for re-rating, as the company delivers on its promised turnaround strategy
