BUSINESS
RateGain continues to cruise fast
The earnings trajectory of the company to remain robust
BUSINESS
Control Print: A stock for the long term, buyback the near-term sweetener
With recovery gathering momentum, top line and margin are expected to gain traction
BUSINESS
Tech Mahindra Q1 FY24 – A complete washout
The earnings trajectory for the coming two years is going to remain uninspiring, making the valuation heady
BUSINESS
AU SFB Q1 FY24: Can it continue to command a premium valuation?
Given the RoA trajectory that is now on a par with most large private banks, there is risk to the bank’s premium valuation
BUSINESS
Kotak Mahindra Bank Q1 FY24: Deposit push yielding results
The bank reported a steady performance. However, we see the management transition as a near-term overhang and maintain a neutral stance on the stock.
BUSINESS
Coforge Q1 FY24 – Why the premium valuation will sustain
Deal flow momentum and order backlog offer visibility to future growth potential for this IT firm
TRENDS
Infosys Q1 FY24 – Can investors keep faith after repeated disappointments?
With healthy cash generation and steady growth, Infosys remains a decent dividend-yield play
BUSINESS
IndusInd Bank Q1 FY24: Can the stock rerate further?
The bank is adequately capitalised and has multiple levers to improve lending yield without compromising on asset quality
BUSINESS
KVB Q1 FY24: What next after the recent winning streak?
RoA may be capped in the near term on the back of margin weakness and a likely rise in cost to get the deposit profile right
TRENDS
LTIMindtree exudes cautious optimism
The company is ready to make the most of the multi-year technology spending opportunity
BUSINESS
Federal Bank Q1 FY24 – A weak quarter doesn’t change the long-term investment case
Growth with stable margin and benign credit cost should support the expansion in RoA
BUSINESS
Wipro Q1 FY24 – Will the stock’s long underperformance reverse?
Valuation is fast approaching the pre-pandemic level
TRENDS
TCS Q1 FY24 – Macro impact dents show, near-term outlook cloudy
Contrary to the expectations of normalisation in the second half of FY24, the company management remains non-committal on the timing of recovery
BUSINESS
HCL Tech Q1 – All-round disappointment
Achieving revenue and margin guidance will be a tall ask for the company
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
