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Madhuchanda Dey

Head Research

Moneycontrol

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

HCL Tech Q3 FY26: Strong all-round performance

BUSINESS

HCL Tech Q3 FY26: Strong all-round performance

Order inflows showed strength and the pipeline looks healthy

Will the Budget bring cheer to Indian equity markets?

BUSINESS

Will the Budget bring cheer to Indian equity markets?

Expectations are for a conservative approach with no negative surprises

Can Karur Vysya Bank maintain its consistent show in 2026?

BUSINESS

Can Karur Vysya Bank maintain its consistent show in 2026?

With a reasonably high RoA, the valuation looks reasonable despite the stock’s outperformance

Will 2026 be the year of Indian equities?

BUSINESS

Will 2026 be the year of Indian equities?

Besides macro and earnings stability, a relatively attractive valuation continues to remain a key determinant for the Indian stock market

Will the Nifty cross 30,000 in 2026?

BUSINESS

Will the Nifty cross 30,000 in 2026?

Upside potential is high and it is time to start preparing for another exciting year

Coforge’s Encora deal: A big, bold acquisition, but is it an astute bet?

BUSINESS

Coforge’s Encora deal: A big, bold acquisition, but is it an astute bet?

AI-led engineering, Data and cloud services are likely to deliver $2 billion revenue in FY27 for the combined entity, out of a total revenue of $2.5 billion

Yes Bank: Why is the excitement missing despite the SMBC deal?

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

Does Accenture’s good report mean a steady Q3 for Indian IT players?

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

TCS – Can the AI pivot help the stock come out of its slumber?

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?

Muthoot Finance – Is it time to pocket the gains?

BUSINESS

Muthoot Finance – Is it time to pocket the gains?

Though the medium-term outlook is steady, the valuation is elevated

Coforge: Growth leadership justifies premium valuation

BUSINESS

Coforge: Growth leadership justifies premium valuation

Deal win strong, order pipeline robust, and margins are improving

IndusInd Bank: Can this be a stock for the long term?

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

Persistent Systems: Is the stock too pricey? Should you give it a miss?

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

Control Print: Is it time to print a buy label?

BUSINESS

Control Print: Is it time to print a buy label?

The outlook may get incrementally brighter while the valuation remains undemanding

Zensar – Is the weakness in the stock an opportunity?

BUSINESS

Zensar – Is the weakness in the stock an opportunity?

Near-term business challenges cannot be ruled out

VIP: Can investors bet on a turnaround?

BUSINESS

VIP: Can investors bet on a turnaround?

The business strategy of the new owners is key to the company’s future performance

Safari Industries — Maintaining leadership amid hyper competition

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

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