BUSINESS
Infosys Q1 FY26 – good show, will the excitement last?
Unlike some peers, the IT major expects the second half to be weaker
BUSINESS
Zensar Q1 FY26: A quarter of good execution
The key market of the US, and the turnaround in the TMT vertical aided revenue
BUSINESS
Are there any re-rating triggers for Yes Bank?
The Q1 earnings report wasn’t impressive enough
BUSINESS
Axis Bank Q1 FY26 – Can it bounce back after a quarter of misses?
Challenges remain and a gradual recovery is likely from FY27
BUSINESS
Wipro Q1 FY26: A quarter of positive surprises
The IT major is likely to register revenue growth this year after two consecutive years of decline
BUSINESS
Ixigo Q1FY26 – Why it should be part of the core portfolio
Besides sectoral tailwinds, the company has a strong foothold beyond metros
BUSINESS
Tech Mahindra Q1 FY26 – Can the turnaround strategy help the stock rerate further?
The company has issued a reassuring outlook in a volatile environment on the back of strong order inflows
TRENDS
HCL Tech Q1 FY26: Short-term pain for long-term gain
Margins took a hit because of the company’s investments for the future
BUSINESS
Should minority shareholders of VIP take the open offer bait?
The deal value of the stake sale agreement is at a 15 percent discount to Friday’s closing price
BUSINESS
Can the VIP stock run more post the change in control?
Multiples PE picks up a 32 percent stake from promoters, to buy 26 percent more
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.
