TRENDS
TCS Q1 FY26 – Is it a long-term add despite the quarterly disappointment?
The current financial year is likely to be similar to FY25 despite assumptions of a back-ended recovery
BUSINESS
Why this mid-sized IT company is a high-conviction pick
The company has a diversified business model with excellent revenue visibility
BUSINESS
RateGain – Is the stock pricing in all the near-term concerns?
FY26 is likely to be subdued with the company focusing on long-term growth and sharpening its sales strategy
BUSINESS
How to deal with IT stocks ahead of earnings?
Given the uncertain macro, there could be both winners and losers
BUSINESS
How to deal with equities as US joins the Middle-East conflict?
An immediate impact is likely to be felt across key commodities and financial markets
BUSINESS
Control Print: How bold is the growth print?
Core business looks promising and the balance sheet is healthy
BUSINESS
Is there more steam left in the markets, post monetary stimulus?
A buy on dip would work well with a focus on bottom-up stock picks
BUSINESS
Why focus on a company catering to US healthcare outsourcing?
The healthcare outsourcing market for providers in the US is growing at a steady pace and is still relatively under-penetrated
BUSINESS
IRCTC – Should you board a slow train?
Though uninspiring, the earnings trajectory is likely to be more predictable than many domestic companies
BUSINESS
Why this high-quality NBFC deserves a look from long-term investors
Mas Financial has navigated troubled waters well so far and aims to double the loan book every 4 years
BUSINESS
Ixigo – What next after a blockbuster quarter?
Travel market growth, customer stickiness and value-added offerings augur well for the company
BUSINESS
Which bag to pack for your investment journey?
Luggage sector saw a difficult going in FY25, can things change for the better?
BUSINESS
SBI-Sumitomo deal for Yes Bank – Who gains the most?
The deal makes the bank a winner
BUSINESS
How should you navigate Indian equities amid escalating tension and global uncertainties?
Investors should observe the market from the sidelines, avoid temptation of short-term gains, and add at a level that prices in most of the risks.
TRENDS
Why this growth leader from Indian IT is a must add
Revenue traction, sequential margin improvement, and record order flows set the stage for earnings growth
BUSINESS
Why Kotak Mahindra Bank deserves a place in the core portfolio
Post the lifting of the RBI embargo, the stage is set for acceleration and market share gain as the bank eyes the coveted third spot among private players
BUSINESS
Federal Bank Q4 FY25 – taking baby steps to achieve long-term goals
A slow and steady step towards RoA uptick
BUSINESS
Why this mid-sized IT company could pause for a breather post its outperformance
Zensar’s commentary about the future is slightly cautious amid macro challenges
BUSINESS
Tech Mahindra sticks to FY27 goals despite macro challenges
Strong order inflows and a positive margin surprise in Q4FY25, though revenue performance was weak
BUSINESS
Why this company is the crown jewel in the Indian IT pack
A leader in adopting disruptive technologies, Persistent System looks set to achieve medium- and long-term goals
BUSINESS
Axis Bank Q4 FY25 – steady quarter, enabling environment to lift FY26 outlook
Good quality balance sheet and adequate capital to help the bank participate in the macro rebound
BUSINESS
LTI Mindtree Q4 FY25 – a trend reversal or temporary loss of momentum?
The management expects future performance to be better, both in terms of order inflows and revenues
BUSINESS
AU SFB Q4 FY25 – Is the stock fit and proper for rerating?
High visibility of an RoA uptick on lower credit cost and possibility of a universal banking licence
BUSINESS
HCL Tech Q4 FY25: Standing tall amid the macro chaos
The commentary is positive and the guidance impressive
