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Madhuchanda Dey

Head Research

Moneycontrol

Wipro bolsters its ER&D footprint with an acquisition

BUSINESS

Wipro bolsters its ER&D footprint with an acquisition

The transaction should add about 3 percent to the company’s top line

Can the GST overhaul counter the tariff pain for Indian equities?

BUSINESS

Can the GST overhaul counter the tariff pain for Indian equities?

The proposed tax rejig could lead to a fiscal stimulus of roughly 50 basis points of the GDP

How should investors navigate the additional 25% US tariff jolt?

BUSINESS

How should investors navigate the additional 25% US tariff jolt?

Equities are not cheap but if the penalty tariffs go into effect, then pockets of opportunity could arise. Here’s a guide on how to navigate these choppy waters

IndusInd Bank – Will the new leadership pave the way for a rerating?

BUSINESS

IndusInd Bank – Will the new leadership pave the way for a rerating?

The bank faces the tall and arduous task of scaling up the battered business profitably

Federal Bank Q1 FY26 – weak quarter with reassuring guidance

BUSINESS

Federal Bank Q1 FY26 – weak quarter with reassuring guidance

The bank’s bid to improve the asset-liability mix, along with fees, should start delivering results gradually

IndusInd Bank Q1 FY26 -- The worst may be behind, but is it worth waiting for the best?

BUSINESS

IndusInd Bank Q1 FY26 -- The worst may be behind, but is it worth waiting for the best?

In view of the slack in loan growth, especially in the unsecured high-yield business, the bank is growing its deposits cautiously, de-focusing on high cost bulk deposits, and focusing on granular deposits

Kotak Mahindra Bank Q1 FY26: a blip not a blow

BUSINESS

Kotak Mahindra Bank Q1 FY26: a blip not a blow

The bank had an unpleasant start to FY26

Mas Financial Q1: Steady show in challenging times

BUSINESS

Mas Financial Q1: Steady show in challenging times

Calibrated loan growth with improving margins

Infosys Q1 FY26 – good show, will the excitement last?

BUSINESS

Infosys Q1 FY26 – good show, will the excitement last?

Unlike some peers, the IT major expects the second half to be weaker

Zensar Q1 FY26: A quarter of good execution

BUSINESS

Zensar Q1 FY26: A quarter of good execution

The key market of the US, and the turnaround in the TMT vertical aided revenue

Are there any re-rating triggers for Yes Bank?

BUSINESS

Are there any re-rating triggers for Yes Bank?

The Q1 earnings report wasn’t impressive enough

Axis Bank Q1 FY26 – Can it bounce back after a quarter of misses?

BUSINESS

Axis Bank Q1 FY26 – Can it bounce back after a quarter of misses?

Challenges remain and a gradual recovery is likely from FY27

Wipro Q1 FY26: A quarter of positive surprises

BUSINESS

Wipro Q1 FY26: A quarter of positive surprises

The IT major is likely to register revenue growth this year after two consecutive years of decline

Ixigo Q1FY26 – Why it should be part of the core portfolio

BUSINESS

Ixigo Q1FY26 – Why it should be part of the core portfolio

Besides sectoral tailwinds, the company has a strong foothold beyond metros

Tech Mahindra Q1 FY26 – Can the turnaround strategy help the stock rerate further?

BUSINESS

Tech Mahindra Q1 FY26 – Can the turnaround strategy help the stock rerate further?

The company has issued a reassuring outlook in a volatile environment on the back of strong order inflows

HCL Tech Q1 FY26: Short-term pain for long-term gain

TRENDS

HCL Tech Q1 FY26: Short-term pain for long-term gain

Margins took a hit because of the company’s investments for the future

Should minority shareholders of VIP take the open offer bait?

BUSINESS

Should minority shareholders of VIP take the open offer bait?

The deal value of the stake sale agreement is at a 15 percent discount to Friday’s closing price

Can the VIP stock run more post the change in control?

BUSINESS

Can the VIP stock run more post the change in control?

Multiples PE picks up a 32 percent stake from promoters, to buy 26 percent more

TCS Q1 FY26 – Is it a long-term add despite the quarterly disappointment?

TRENDS

TCS Q1 FY26 – Is it a long-term add despite the quarterly disappointment?

The current financial year is likely to be similar to FY25 despite assumptions of a back-ended recovery

Why this mid-sized IT company is a high-conviction pick

BUSINESS

Why this mid-sized IT company is a high-conviction pick

The company has a diversified business model with excellent revenue visibility

RateGain – Is the stock pricing in all the near-term concerns?

BUSINESS

RateGain – Is the stock pricing in all the near-term concerns?

FY26 is likely to be subdued with the company focusing on long-term growth and sharpening its sales strategy

How to deal with IT stocks ahead of earnings?

BUSINESS

How to deal with IT stocks ahead of earnings?

Given the uncertain macro, there could be both winners and losers

How to deal with equities as US joins the Middle-East conflict?

BUSINESS

How to deal with equities as US joins the Middle-East conflict?

An immediate impact is likely to be felt across key commodities and financial markets

Control Print: How bold is the growth print?

BUSINESS

Control Print: How bold is the growth print?

Core business looks promising and the balance sheet is healthy

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