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
BUSINESS
Modi 3.0 – Why this time it's a different scenario for markets
With the political overhang of a coalition government, volatility will be on the rise, savvy investors should exercise patience and buy the lows
BUSINESS
Why this private bank’s valuation remains a top draw
A moderation in the cost-to-income ratio, lower credit cost, and some uptick in interest margin are key factors that will drive growth
TRENDS
Why this consumption play has caught our attention now
There are several levers that will drive Safari’s growth going forward
BUSINESS
Should investors buy the volatility amid the steep fall on poll verdict day?
After the elections, policy continuity is very likely. While it is still early days, it is very apparent that the stress in rural India and overall mass consumption will garner higher focus. Investors should therefore position their portfolios in favour of mass consumption stocks like FMCG
BUSINESS
What’s the Nifty upside in the Modi victory rally?
Given the possibility of market volatility, investors should buy the lows for a meaningful return
BUSINESS
How should you deal with the markets on poll verdict day?
Given our positive long-term view on Indian equities, irrespective of the poll outcome, we feel investors should add equities taking advantage of the volatility in the markets
BUSINESS
IRCTC Q4 FY24 – Ticket expensive for a slow train
Earnings growth likely to be modest, going forward
BUSINESS
Control Print: Why the stock weakness merits attention
The company’s balance sheet is healthy and the core domestic business is in fine form
BUSINESS
EaseMy Trip Q4 FY24 – not an easy trip anymore
Weakness in the core business and valuation remains elevated
TRENDS
RateGain Q4 FY24 – Why do we see more gains in store?
The company is aiming to double its revenue in the coming three years, riding on inorganic opportunities
BUSINESS
VIP Industries: Can investors bet on the management’s promise?
Multi-pronged strategy to recoup lost market share, strong sector tailwinds are positives
BUSINESS
Weekly tactical pick: why this IT services major looks interesting post correction
The current fiscal year may remain soft, but the company should benefit in the long run from enhanced technology budgets
