BUSINESS
Safari Q1 FY25 – Is the weakness a trend reversal?
Diverse product offerings, channel mix, and a frugal approach to costs should stand the company in good stead
BUSINESS
What to be greedy about amid the heightened fear in markets?
Once the Fed starts cutting rates, there’s a high possibility that discretionary spending by enterprises will resume, brightening the outlook for IT service players
BUSINESS
This long-term portfolio stock is now available at an attractive valuation
Mas Financial has reported a decent set of earnings with healthy asset quality
BUSINESS
IndusInd Bank Q1 FY25: weak quarter, valuation attractive
The stock has headroom to re-rate if the bank handles asset quality stress well
TRENDS
Tech Mahindra Q1 FY25 – great start to a turnaround year
Revenue growth, expansion in margins, and a traction in deals hold out growth hopes
BUSINESS
Federal Bank Q1 FY25 – change of guard amid all-round strength
A gradual improvement in the RoA should lead to a valuation rerating
BUSINESS
Axis Bank Q1 FY25 – slower earnings trajectory ahead, warrants caution
We see a high possibility of RoA compression in the near term
BUSINESS
A credible math makes for a convincing fiscal consolidation in the Union Budget
Assumptions on nominal GDP growth and revenue mop-up look realistic given the economic momentum
BUSINESS
Why is the Budget seeking to dampen a growing equity cult?
While the budget did not have any path breaking announcements, tweaks to the capital gains regime will hurt equity investors but could benefit investors in real estate and gold
BUSINESS
Kotak Mahindra Bank Q1 FY25 – under the shadow of the embargo
The presence across the gamut of financial services augurs well for the bank in the long term
TRENDS
Wipro Q1 FY25: Growth remains elusive
Revenue decline and tepid guidance rule out valuation rerating for now
BUSINESS
Infosys Q1 FY25 – Does all-round strength make the stock worthy of fresh allocation?
Deal ramp-up, BFSI demand revival, and the possible upside from large transformational deals once macro stabilises, should benefit the company
TRENDS
LTI Mindtree Q1 FY25 – strong quarter, encouraging outlook
Strong execution coupled with encouraging guidance on demand revival
BUSINESS
What can Union Budget 2024 deliver to excite markets further?
Budget 2024-25: Focus on capex, support to consumer sentiment, and addressing rural distress while maintaining fiscal balance are key areas to watch
BUSINESS
HCL Tech Q1 FY25: Looking at a second-half recovery
The company expects to gradually recoup margin as revenue momentum picks up
BUSINESS
TCS Q1 FY25 – Why the underperformance should reverse now
Return of demand with improving macro among several positive factors
BUSINESS
Karur Vysya Bank — Is the current stock weakness an opportunity?
The bank’s earnings growth could soften going forward despite a well calibrated strategy
BUSINESS
Capital Small Finance Bank – Why the time is right to look at this stock
Unlike most SFBs, Capital’s loan book is largely secured and the liability profile is granular
BUSINESS
Why the Q1 business updates from banks are not music to investors’ ears
Deposit growth not keeping pace with loan growth, keeping the CD ratio elevated
BUSINESS
Muthoot Finance – Can it glitter for longer?
Meaning upside to return on assets looks unlikely
BUSINESS
Fedbank Financial – Why the underperformance merits a look
Expected strong credit growth, stable margin, moderation in credit cost, and a decline in opex should benefit the company
BUSINESS
Mas Financial – the steady long-term compounder now fortified with capital
Focus on housing finance, geographical diversification, and own distribution should augur well for the company
BUSINESS
Accenture’s Q3 earnings report: any cheer for Indian IT?
No incremental deterioration in the demand environment and orders are driven by large-scale transformation projects
BUSINESS
Zensar – Is there more upside left in the stock?
Order inflows are strong, but the stock offers no valuation comfort
