TRENDS
Persistent Systems Q3 FY25 – superlative show, strong long-term growth outlook
Focus on disruptive technology and strong traction in order inflows augur well for the company
BUSINESS
Karur Vysya Bank Q3 FY25 — good execution in a challenging environment
The bank posts better than industry-average business growth keeping costs in check.
TRENDS
Tech Mahindra Q3 FY25 – steady execution towards FY27 goals
Turnaround strategy progressing well with positive revenue show, margin uptick and order inflows
BUSINESS
Kotak Mahindra Bank Q3 FY25: Strong show, time to add to the long-term portfolio
Superb execution in Q3 underlines the inherent strength of the bank and sets the stage for market share gains
BUSINESS
Infosys Q3 – Soft implied guidance for Q4 dampens an otherwise strong quarter
The company as also its stock are poised to benefit from any recovery in technology demand
BUSINESS
Axis Bank Q3 FY25 — Better to be on the back foot in the near term
The quarter gone by was challenging as growth declined and interest margin contracted
BUSINESS
HCL Tech Q3 FY25: Steady quarter with a strong commentary on demand revival
The current volatility presents an opportunity to add the stock to ride the technology upcycle
BUSINESS
Axis Bank – Can the stock reverse underperformance?
Stagnating earnings possibilities for H2FY25 limit meaningful short-term upside
BUSINESS
Markets in 2025 – Bears versus bulls, who will have the last laugh?
Market valuation and history suggest the possibility of a double-digit return in 2025
BUSINESS
Muthoot Finance – How long will it shine?
Gold loan demand remains robust aided by RBI diktat on unsecured lending
BUSINESS
IndusInd Bank Quick Take: MFI loan auction, more pain coming?
While, prima facie, it appears a good move to lighten its bad assets’ burden it is not clear if all the pain has been addressed, given the relatively large microfinance loan book
BUSINESS
Mas Financial – Is the steep correction an opportunity for you?
The stock looks reasonably valued for gradual accumulation from a long-term perspective
BUSINESS
All-round beat from Accenture – will the IT rally in India gather more steam?
With pent-up demand for technology expected to make a gradual comeback, the demand momentum is likely to remain supportive for the sector
BUSINESS
Concord Enviro: Can the water treatment IPO make waves for investors?
Waste water management is a secular opportunity, but the company’s performance has to be consistent for valuation to rerate
BUSINESS
Coforge: A long-term bet despite the rally
While we remain convinced of Coforge’s growth leadership, however, the valuation appears costly
TRENDS
IKS Health IPO – Is it a healthy addition to your portfolio?
An opportunity to participate in the US healthcare outsourcing market
BUSINESS
Yes Bank – Why a no till a deal materialises
A pedestrian return on asset makes it difficult to justify valuation
BUSINESS
Persistent Systems – A growth leader with steep valuation
Robust bookings, edge in new-age technologies, and signs of improving margin to fuel growth
BUSINESS
EaseMy Trip – why this journey may be challenging for investors
Company steadily losing market share and the financial performance reflects the stress
BUSINESS
Capital Small Finance Bank – why its valuation merits attention
The SFB’s experience in the home market of Punjab gives it a competitive edge
BUSINESS
Zensar – Interesting medium-term outlook warrants gradual accumulation
Focus on next-gen technologies and demand improvement should aid performance
BUSINESS
Karur Vysya Bank — good quality at reasonable valuation
Negligible exposure to unsecured may help the bank to throw up positive surprises
BUSINESS
Elections, geopolitics, and poor earnings – How should investors trade a wild market?
Investors should exercise patience and buy the long-term India story at a more reasonable valuation on correction
BUSINESS
VIP Industries: Is the near-term pain getting priced in?
Can investors bet on a probable turnaround in VIP?
