BUSINESS
Can Persistent System continue its outperformance?
The company aims at doubling revenues in the next four years and its differentiated capabilities stand out amid challenges
BUSINESS
Markets in the grip of bulls – Stay put or time to book the gains?
While equities will fetch steady return over the long term, it makes sense to pocket some gains post a sharp rally
BUSINESS
What to do with Coforge after the recent rally?
The company remains cautiously optimistic given the macro uncertainties
BUSINESS
Weekly Tactical Pick: Why this old private sector bank is undervalued
With strong growth, stable margin, superior cost management, and healthy asset quality, the bank expects a steady expansion in RoA
BUSINESS
Cyient DLM IPO: At the right place and at the right time
Cyient DLM is a high-quality player in a sunrise industry. It has substantial orders in hand, marquee and loyal clientele and an improving balance sheet
TRENDS
Why is it time to take profit in Zensar?
The limited scope for margin expansion and challenging demand scenario caps the earnings upside in the near term.
TRENDS
IT services – at a crossroads of macro headwinds, huge technology disruptions
Generative AI is triggering unprecedented disruption and nimble-footed smaller players with less baggage of legacy may race ahead
BUSINESS
Online travel booking space heating up – who feels the pinch?
While the industry tailwinds are strong, there is little room for margin expansion for EaseMyTrip, while IRCTC’s growth trajectory is unexciting
BUSINESS
Muthoot Finance – is it getting the shine back?
With a higher share of non-gold business, growth may resume but return ratios will be compressed and earnings trajectory will be modest
BUSINESS
VIP Industries: Why it's time for the stock to step up
VIP has a strong balance sheet and we expect healthy earnings CAGR for the next few years
BUSINESS
Federal Bank: What explains this stock's recent below-par show
Enough room for an uptick in RoA on the back of stable margin, steady fees, and benign credit costs
TRENDS
IRCTC Q4 FY23 — Why the ride is not that smooth for investors
The threat of losing monopoly cannot be ruled out and the valuation upside is at best moderate
TRENDS
EaseMyTrip Q4 FY23 – Strong sector tailwinds offset heightened competitive intensity
Thanks to the boom in travel, the earnings trajectory should remain strong and investors could expect stock returns to closely mimic earnings
BUSINESS
Why this coding and marking player is ready to gain from recovery
There are multiple levers which should support Control Print’s top line and margins, going forward
TRENDS
Safari Industries — Can the stock continue to fly?
With an unprecedented surge in travel, multiple growth levers are at play for this luggage company
TRENDS
RateGain – Will this SAAS player continue to outperform?
Sectoral tailwinds are strong and the company’s operating leverage benefit should result in a meaningful earnings traction
BUSINESS
Why this small niche NBFC deserves a place in the portfolio
The company’s asset quality is pristine, while its liability management is robust with a very healthy capital position and access to diversified funding sources
BUSINESS
Why this old private bank’s undemanding valuation deserves a look?
The bank expects an expansion in the RoA, riding on growth, traction in fees, and benign credit cost
BUSINESS
Kotak Mahindra Bank – Why we are turning equal-weight after a very strong quarter
Rich valuation, succession issue and recent outperformance are reasons why the stock might not rally at a scorching pace
BUSINESS
Tech Mahindra Q4 FY23 – Why you should accumulate amid the gloom
Deal pipeline strong, enough levers for margin improvement
BUSINESS
Wipro Q4 FY23 – A subdued quarter somewhat saved by a large buyback
Higher bookings not translating into revenue growth is a puzzle; execution needs to pick up for Wipro
BUSINESS
Axis Bank Q4 FY23 – decent show masked by Citi acquisition cost
A profitable earnings trajectory can lead to the rerating of Axis Bank's stock
BUSINESS
AU SFB – An all-round strong show
The growth in loan book for AU Small Finance Bank is strong, margins are stable, and asset quality is pristine
BUSINESS
Should you bank on IndusInd Bank’s next 3-year planning cycle?
The earnings trajectory for IndusInd Bank in the coming two years is strong and the valuation is extremely undemanding
