BUSINESS
Federal Bank: The journey is getting bigger, more profitable
Federal Bank has unveiled a transformation journey to leap to the top league of private sector banks
BUSINESS
Kotak Mahindra Bank: Time to reverse underperformance as RBI lifts embargo
Strong growth, improving interest margin, and low credit cost should help lift the RoA
BUSINESS
Why is the luggage sector struggling amid the boom in travel?
The structural demand story remains strong amid rising competitive intensity
BUSINESS
IndusInd Bank Q3 FY25 — Weak quarter, but early green shoots in MFI
The bank saw tepid business growth, a fall in net interest margin, and a higher slippage to NPAs in Q3
BUSINESS
How did the FM manage to lower fiscal deficit despite being generous to the middle class?
BUSINESS
Why the markets will finally start liking the Budget
Measures are aimed at sticking to fiscal discipline while giving a boost to growth.
BUSINESS
Travel gets a boost as Budget 2025 focuses on tourist destinations and air connectivity
The stocks of airlines, hotels, luggage, and travel agents are likely to fly higher
BUSINESS
Federal Bank Q3 FY25 – strategic shift for long-term gains
The focus is on quality for sustainable and profitable growth
BUSINESS
AU SFB Q3 FY25 – Short-term woes could cap near-term gains
Asset quality woes weighed on credit cost as well as growth during the quarter
BUSINESS
Coforge Q3 FY25: Why you should add despite the sharp post earnings rally
Strong demand and BFSI green shoots are tailwinds for the company’s future performance
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
