BUSINESS
Why did markets give a lukewarm response to a decent Q2, ruling party’s electoral success?
Near-term upside possibility notwithstanding, the medium term concern about the Indian market is more structural
BUSINESS
RateGain – Should the outsized acquisition be the key draw for investors?
The rally in the stock in the past four months captures much of the optimism about the large inorganic move
BUSINESS
IRCTC – Modest earnings; stock underperformance merits attention
Most of the businesses are matured and, hence, offer predictable earnings trajectories
BUSINESS
Mas Financial Q2 FY26: Soft report card, long-term story untarnished
The company has navigated the tough environment well and remains on track to accelerate growth
BUSINESS
IKS Health Q2 FY26: Why is it a good long-term compounder?
While there are inherent risks, the growth journey remains meaningful
BUSINESS
Ixigo Q2 FY26 – Growth moderates, long-term focus bolstered by capital raise
Sector-specific headwinds in airlines and railways as well as one-time ESOP charges impacted quarterly numbers
BUSINESS
LTIMindtree – Can it maintain its outperformance?
Robust deal wins, strong execution, continued operational efficiencies and investment in AI are positives
BUSINESS
Kotak Mahindra Bank Q2 FY26: One of the best long-term portfolio stocks?
With the economy looking up, the bank seems ready to ride the upcycle
BUSINESS
Federal Bank – More steam left after the post-earnings rally?
Helped by the roadmap laid out by the new management, a steady but gradual improvement in the RoA is likely
BUSINESS
Wipro Q2 FY26: When will order inflows translate into growth?
Though the company’s commentary on deals and deal ramp-up is reassuring, the divergence between wins and execution is a concern
BUSINESS
Infosys Q2 FY26 – Steady execution overshadowed by weak guidance
Tepid full-year guidance points to an expected softness in the second half
BUSINESS
Axis Bank Q2 FY26 – A good quarter excluding the one-off
Business growth gained momentum, interest margin did better than expectations
BUSINESS
Tech Mahindra Q2 FY26 – strong execution, confident outlook
There’s room for re-rating, as the company delivers on its promised turnaround strategy
BUSINESS
HCL Tech Q2 FY26: Time to reverse the underperformance
With a diversified industry exposure and strong focus on AI, the company looks well placed to grow
BUSINESS
TCS Q2 FY26 – What does the pivot to AI mean for investors?
There could be relief rally, but the IT major is unlikely to come out of its sluggish growth phase in a hurry
BUSINESS
Can Q2 FY26 earnings bring back FIIs to Indian markets?
The fiscal and monetary measures announced this year could help companies overcome challenges
BUSINESS
Will banking stocks react to a tepid Q2 FY26?
A pick-up in demand, along with fiscal and monetary measures, to support credit growth
BUSINESS
Is this the unexpected Navratri gift of RBI to banks?
Further easing of the regulatory environment to boost the performance of lenders
BUSINESS
IKS Health – Why you should look at this healthcare BPO, post correction
The company’s core business is largely insulated from technology disruptions
BUSINESS
Should one look to buy the oversold IT stocks, post Accenture’s in-line report?
A re-rating of the sector as a whole looks unlikely till there is a new technology cycle with meaningful earnings visibility
BUSINESS
Will the Indian IT sector crumble under the new H1B visa guidelines?
Though the reliance on H1B is coming down, there are other headwinds to be tackled
BUSINESS
Muthoot Finance – How long can the glitter last?
Gold financing is a long-term structural opportunity and established players should do well
BUSINESS
Can Control Print be a stock worth printing for the long term?
The company has a strong balance sheet and a unique core business that cannot be ignored
BUSINESS
IRCTC – Can it leverage the consumption push to gain speed?
Most of the businesses have matured and offer modest organic growth opportunities
