BUSINESS
Fedfina IPO: why its size is a good fit
Strong growth outlook leaves some price upside post the listing
BUSINESS
V-Guard Q2: Margin expansion led growth in Q2, outlook for H2 bright
VIL’s growth trajectory looks promising on the back of its financial track record, geographical diversification strategy, and competitive market positioning.
TRENDS
Should investors look at luggage stocks to ride travel and wedding tailwinds?
While Safari is making the most of the opportunities, VIP remains in a weak spot
BUSINESS
EaseMyTrip – Time to take this flight?
Strategic shift with sole focus on profitability
BUSINESS
Muthoot Finance Q2: The best is certainly behind
Pressure of competition from banks is discernible
BUSINESS
IRCTC Q2 FY24: Why board a slow train?
Limited growth opportunity in high-margin Internet ticketing
BUSINESS
Mas Financial Q2 FY24 – Why we see a decent upside
Good growth in the loan book, interest margin stable, and asset quality pristine
BUSINESS
Esaf Small Finance Bank: What does this IPO offer for investors?
There’s room for listing gains, but the loan book remains predominantly unsecured and and the SFB is regionally focussed
BUSINESS
AU SFB Q2 FY24 – How should investors look at the Fincare SFB acquisition?
A tilt towards high-yielding unsecured lending in the build-up phase of the bank needs careful monitoring
BUSINESS
RateGain Q2 FY24 – Gaining more strength
Order booking and outlook point to a strong earnings trajectory ahead
TRENDS
Tech Mahindra Q2 FY24: Weakness continues, hints at a promising FY25
A turnaround hinges on the execution and efficiency of the restructuring of the business
BUSINESS
Axis Bank Q2 FY24 – Decent quarter amid deposit challenges
Levers for medium term RoA improvement in place
BUSINESS
Kotak Mahindra Bank Q2 FY24 – Why the underperformance should reverse
The appointment of a new CEO removes the cloud over leadership change
BUSINESS
LTIMindtree Q2FY24: Show of strength
Good revenue growth and resilient margin performance
TRENDS
Wipro Q2FY24: Weakness continues
The company expects furloughs to be more pronounced in Q3 and it is guiding to a very weak quarter, with revenue decline between 1.5 percent and 3.5 percent
TRENDS
Zensar Q2: Rally likely to pause
Demand environment is still challenging, and the company expects Q3 to be soft
BUSINESS
KVB Q2 FY24: Valuation remains top draw
An expansion in the RoA is possible in the medium term
BUSINESS
Infosys Q2 FY24 – Decent quarter marred by weak guidance
As FY25 promises to be good, the lowering of guidance for the current fiscal won’t have much impact on stock
BUSINESS
HCL Tech Q2 FY24 – Why a buy idea now?
Encouraging outlook for second half, traction in margin, and record order inflows augur well for the company
BUSINESS
TCS Q2 FY24 – Buyback cushion amid tepid execution
Medium-term weakness is possible but the stock promises to reward investors via return of cash
BUSINESS
Zensar – Is the stock reflecting excessive optimism?
Margins to moderate but growth potential high, given the small size of the company
BUSINESS
Is Q2 going to be another quarter of disappointment for Indian IT players?
Macro uncertainty would continue to impact performance of most large IT service players
BUSINESS
Is Manappuram Finance a sound bet for risk-takers?
Valuation undemanding, but the improvement in the company’s earnings to be incremental
BUSINESS
Ujjivan SFB: Is the current consolidation an opportunity to go long?
In addition to the positive outlook on growth, margin and moderating credit costs, the bank has seen stable operating expenses
