BUSINESS
EaseMy Trip Q4 FY24 – not an easy trip anymore
Weakness in the core business and valuation remains elevated
TRENDS
RateGain Q4 FY24 – Why do we see more gains in store?
The company is aiming to double its revenue in the coming three years, riding on inorganic opportunities
BUSINESS
VIP Industries: Can investors bet on the management’s promise?
Multi-pronged strategy to recoup lost market share, strong sector tailwinds are positives
BUSINESS
Weekly tactical pick: why this IT services major looks interesting post correction
The current fiscal year may remain soft, but the company should benefit in the long run from enhanced technology budgets
BUSINESS
Safari Q4 FY24 – Why is this a trustworthy travel partner in the investing journey?
Earnings should get better on the back of higher capacity, market share gain, and margin uptick
BUSINESS
Kotak Mahindra Bank Q4 FY24 – A steady quarter, regulatory diktat cloud outlook
The group is an ideal play on the deeper penetration of financial products in the country
BUSINESS
Coforge Q4: A large acquisition overshadows a decent quarter
Near-term jitters may be an opportunity for gradual accumulation of the stock for the long term.
BUSINESS
Federal Bank Q4 FY24 – Steady quarter marred by one-off, valuation attractive
Loan growth remains healthy and deposits are catching up while margins improve
BUSINESS
Yes Bank: Has the rally captured the probable deal upside?
The bank is adequately capitalised and has a diversified asset book
BUSINESS
HCL Tech Q4 FY24: Indication of a modest show in FY25
Revenue guidance for the current financial year disappointing because of a few one-offs
BUSINESS
MC Pro Quick Take | HCL Tech Q4 FY24: In-line revenue, but weaker margin and guidance
Revenue performance in-line, but tad weaker margin and guidance
BUSINESS
IndusInd Bank Q4 FY24: no surprises; valuation attractive
Good quarter on the back of strong loan growth and better asset quality
BUSINESS
Tech Mahindra Q4 FY24 – Strategy to bring the magic back masks an uninspiring quarter
The company aims to better peers in terms of growth and meaningfully improve margin, but that will take time
BUSINESS
Axis Bank Q4 FY24 – strong show on all fronts
Axis has all the ingredients in place for an RoA uptick
BUSINESS
LTI Mindtree Q4 FY24 – disappointing quarter, improving outlook
The company is focusing on growth rather than margin gains
TRENDS
Persistent Systems Q4 FY24 – Why we like everything except the valuation
The near-term focus is on growth while margin is likely to improve on better demand, going forward
BUSINESS
Wipro Q4: Can investors repose faith in the new CEO’s execution focus?
Should the new CEO deliver, a gradual uptick in earnings can rerate the stock
BUSINESS
MC Pro Quick Take | Wipro Q4: In-line execution, better margin, but near-term outlook muted
Wipro's in-line execution and bookings and surprise on margin stood somewhat negated by a soft near-term guidance
BUSINESS
Infosys Q4 FY24: Disappointing quarter, attractive valuation
Despite a weak quarter and a tepid guidance, the order bookings make us optimistic about a gradual revival in FY25, especially if the discretionary spending environment looks up
BUSINESS
MC Pro Quick Take | Infosys Q4 FY24: Disappointment continues except for strong order bookings
Order inflows continued to remain strong and was the lone redeeming feature of the earnings report
BUSINESS
Capital Small Finance Bank: Is it worthy of attention after correction?
There are a few strong investment rationales that make us revisit the investment case of Capital SFB now
BUSINESS
TCS Q4 FY24 – Who should look to buy TCS now?
Earnings report better than expected on margin gains and order inflows
BUSINESS
Weekly Tactical Pick – Why this IT major’s valuation is a draw
The company is reporting steady order inflows and operating margin appears to have bottomed
BUSINESS
How far can a buyer go to bag Yes Bank?
The key draw for any acquirer is the banking licence and the deposit franchise
