BUSINESS
Control Print: Are all the concerns priced in?
The company’s focus is now on larger accounts as also the introduction of new products
BUSINESS
Why this mid-sized IT company deserves attention amid its performance turnaround
The company’s revenue traction has been impressive, margin performance resilient, and order inflows strong
TRENDS
How to deal with Indian IT stocks after Accenture’s cautious commentary?
Though the company’s business performance was steady in Q2FY25, it called out specific areas of uncertainty
BUSINESS
Are bad days for markets decisively over?
In the medium term, there is a strong possibility of FIIs looking at India with renewed interest
BUSINESS
Ixigo – Is this journey worth the price?
The anticipated consumption slowdown hasn’t impacted the travel and tourism sector so far
BUSINESS
Should you look at IndusInd Bank that faces multiple challenges?
Given the lingering uncertainty with the top management and repeated accidents, a valuation rerating is unlikely in the near term
BUSINESS
Why trying to catch the market bottom may be a futile exercise
More often than not, the bottom formation happens silently amid chaos, volatility, and uncertainty which is hard to gauge
BUSINESS
IRCTC: Why this journey offers value for money
IRCTC enjoys an envious position in the domestic travel and tourism industry, with its monopoly in railway ticketing, catering and packaged water business, and its affordable tourism packages
BUSINESS
Federal Bank: The journey is getting bigger, more profitable
Federal Bank has unveiled a transformation journey to leap to the top league of private sector banks
BUSINESS
Kotak Mahindra Bank: Time to reverse underperformance as RBI lifts embargo
Strong growth, improving interest margin, and low credit cost should help lift the RoA
BUSINESS
Why is the luggage sector struggling amid the boom in travel?
The structural demand story remains strong amid rising competitive intensity
BUSINESS
IndusInd Bank Q3 FY25 — Weak quarter, but early green shoots in MFI
The bank saw tepid business growth, a fall in net interest margin, and a higher slippage to NPAs in Q3
BUSINESS
How did the FM manage to lower fiscal deficit despite being generous to the middle class?
BUSINESS
Why the markets will finally start liking the Budget
Measures are aimed at sticking to fiscal discipline while giving a boost to growth.
BUSINESS
Travel gets a boost as Budget 2025 focuses on tourist destinations and air connectivity
The stocks of airlines, hotels, luggage, and travel agents are likely to fly higher
BUSINESS
Federal Bank Q3 FY25 – strategic shift for long-term gains
The focus is on quality for sustainable and profitable growth
BUSINESS
AU SFB Q3 FY25 – Short-term woes could cap near-term gains
Asset quality woes weighed on credit cost as well as growth during the quarter
BUSINESS
Coforge Q3 FY25: Why you should add despite the sharp post earnings rally
Strong demand and BFSI green shoots are tailwinds for the company’s future performance
TRENDS
Persistent Systems Q3 FY25 – superlative show, strong long-term growth outlook
Focus on disruptive technology and strong traction in order inflows augur well for the company
BUSINESS
Karur Vysya Bank Q3 FY25 — good execution in a challenging environment
The bank posts better than industry-average business growth keeping costs in check.
TRENDS
Tech Mahindra Q3 FY25 – steady execution towards FY27 goals
Turnaround strategy progressing well with positive revenue show, margin uptick and order inflows
BUSINESS
Kotak Mahindra Bank Q3 FY25: Strong show, time to add to the long-term portfolio
Superb execution in Q3 underlines the inherent strength of the bank and sets the stage for market share gains
BUSINESS
Infosys Q3 – Soft implied guidance for Q4 dampens an otherwise strong quarter
The company as also its stock are poised to benefit from any recovery in technology demand
BUSINESS
Axis Bank Q3 FY25 — Better to be on the back foot in the near term
The quarter gone by was challenging as growth declined and interest margin contracted
