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
TRENDS
IPO Watch: Should investors embark on this Yatra?
The travel service provider’s margin trajectory doesn’t look exciting
BUSINESS
Yes Bank – Why investors should exercise caution after the recent rally
An improvement in the RoA of the bank, if at all, will be a long-drawn affair
BUSINESS
Is there more juice left in the stock of Equitas Small Finance Bank?
A combination of strong earnings growth and potential for valuation rerating makes it a good long-term candidate
BUSINESS
Muthoot Finance – Has it turned the corner?
Growth may resume but it will be accompanied with lower return ratios and a modest earnings trajectory
BUSINESS
Kotak Mahindra Bank: What life after Uday Kotak means for shareholders
As the principal shareholder of the bank, Uday Kotak will try to ensure a rewarding journey for himself and shareholders
BUSINESS
Meet this Mr Consistent that deserves a place in any long-term portfolio
There are multiple factors that will drive this NBFC’s growth going forward
BUSINESS
Can this multi-bagger continue to pack a surprise?
Earnings traction likely to remain strong on the back of expanding market, gains in market share, and an uptick in margins
BUSINESS
EaseMyTrip – Growth comes at profitability expense as competition hots up
Balance sheet is likely to worsen and sustaining premium valuation may remain a challenge
TRENDS
IRCTC Q1 FY24: Why not the right stock to play the travel boom
The declining share of high-margin internet ticketing is likely to suppress earnings
