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
BUSINESS
HCL Tech Q3 FY25: Steady quarter with a strong commentary on demand revival
The current volatility presents an opportunity to add the stock to ride the technology upcycle
BUSINESS
Axis Bank – Can the stock reverse underperformance?
Stagnating earnings possibilities for H2FY25 limit meaningful short-term upside
BUSINESS
Markets in 2025 – Bears versus bulls, who will have the last laugh?
Market valuation and history suggest the possibility of a double-digit return in 2025
BUSINESS
Muthoot Finance – How long will it shine?
Gold loan demand remains robust aided by RBI diktat on unsecured lending
BUSINESS
IndusInd Bank Quick Take: MFI loan auction, more pain coming?
While, prima facie, it appears a good move to lighten its bad assets’ burden it is not clear if all the pain has been addressed, given the relatively large microfinance loan book
BUSINESS
Mas Financial – Is the steep correction an opportunity for you?
The stock looks reasonably valued for gradual accumulation from a long-term perspective
BUSINESS
All-round beat from Accenture – will the IT rally in India gather more steam?
With pent-up demand for technology expected to make a gradual comeback, the demand momentum is likely to remain supportive for the sector
BUSINESS
Concord Enviro: Can the water treatment IPO make waves for investors?
Waste water management is a secular opportunity, but the company’s performance has to be consistent for valuation to rerate
BUSINESS
Coforge: A long-term bet despite the rally
While we remain convinced of Coforge’s growth leadership, however, the valuation appears costly
TRENDS
IKS Health IPO – Is it a healthy addition to your portfolio?
An opportunity to participate in the US healthcare outsourcing market
BUSINESS
Yes Bank – Why a no till a deal materialises
A pedestrian return on asset makes it difficult to justify valuation
BUSINESS
Persistent Systems – A growth leader with steep valuation
Robust bookings, edge in new-age technologies, and signs of improving margin to fuel growth
BUSINESS
EaseMy Trip – why this journey may be challenging for investors
Company steadily losing market share and the financial performance reflects the stress
BUSINESS
Capital Small Finance Bank – why its valuation merits attention
The SFB’s experience in the home market of Punjab gives it a competitive edge
BUSINESS
Zensar – Interesting medium-term outlook warrants gradual accumulation
Focus on next-gen technologies and demand improvement should aid performance
BUSINESS
Karur Vysya Bank — good quality at reasonable valuation
Negligible exposure to unsecured may help the bank to throw up positive surprises
BUSINESS
Elections, geopolitics, and poor earnings – How should investors trade a wild market?
Investors should exercise patience and buy the long-term India story at a more reasonable valuation on correction
BUSINESS
VIP Industries: Is the near-term pain getting priced in?
Can investors bet on a probable turnaround in VIP?
BUSINESS
Safari Industries – Why the stock is a good addition in a volatile market
Diverse product offerings, channel mix, and frugal approach to cost augur well for the company
TRENDS
RateGain Q2 FY25 – good quarter with indications of near-term softness
The company has lowered revenue guidance for the full year as order wins remain sluggish
BUSINESS
IRCTC – Why the valuation merits attention
The stock has underperformed and IRCTC’s unique position in local travel & tourism should help future growth
BUSINESS
Why investors should back this NBFC amid the overall asset quality stress
The conservative approach to lending with focus on asset quality is a big positive
BUSINESS
Federal Bank Q2 FY25 – welcoming the new boss with a steady show
Loan growth strong, deposit mix improving, steady interest margin, and good asset quality
