Quarterly Earnings

Gold financing is a long-term structural opportunity and established players should do well

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

IRCTC – Can it leverage the consumption push to gain speed?

Most of the businesses have matured and offer modest organic growth opportunities

What to expect from Indian equities, post GST 2.0?

It is unlikely to be a one-way street, given the conflicting forces at work

Why does this IT service growth leader merit attention?

Industry-leading earnings growth and the AI edge should help the stock do well

Safari Industries – Is it a good time to pack the bag with the stock?

Heightened competitive intensity and the entry of new players have eroded the profitability of incumbents

Will VIP be able to overcome the rough patch with the change in ownership?

The company likely to report gradual improvement

Wipro bolsters its ER&D footprint with an acquisition

The transaction should add about 3 percent to the company’s top line

IndusInd Bank – Will the new leadership pave the way for a rerating?

The bank faces the tall and arduous task of scaling up the battered business profitably

IndusInd Bank Q1 FY26 -- The worst may be behind, but is it worth waiting for the best?

In view of the slack in loan growth, especially in the unsecured high-yield business, the bank is growing its deposits cautiously, de-focusing on high cost bulk deposits, and focusing on granular deposits

Kotak Mahindra Bank Q1 FY26: a blip not a blow

The bank had an unpleasant start to FY26

Mas Financial Q1: Steady show in challenging times

Calibrated loan growth with improving margins

Zensar Q1 FY26: A quarter of good execution

The key market of the US, and the turnaround in the TMT vertical aided revenue

HCL Tech Q1 FY26: Short-term pain for long-term gain

Margins took a hit because of the company’s investments for the future

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

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

Why this mid-sized IT company is a high-conviction pick

The company has a diversified business model with excellent revenue visibility

Why this mid-sized old private bank is a candidate for long-term portfolio

Steady execution and reasonable valuation make a case for long-term investment and accumulation on decline

Which bag to pack for your investment journey?

Luggage sector saw a difficult going in FY25, can things change for the better?

Why this growth leader from Indian IT is a must add

Revenue traction, sequential margin improvement, and record order flows set the stage for earnings growth

Why Kotak Mahindra Bank deserves a place in the core portfolio

Post the lifting of the RBI embargo, the stage is set for acceleration and market share gain as the bank eyes the coveted third spot among private players

Federal Bank Q4 FY25 – taking baby steps to achieve long-term goals

A slow and steady step towards RoA uptick

Why this mid-sized IT company could pause for a breather post its outperformance

Zensar’s commentary about the future is slightly cautious amid macro challenges

Tech Mahindra sticks to FY27 goals despite macro challenges

Strong order inflows and a positive margin surprise in Q4FY25, though revenue performance was weak

AU SFB Q4 FY25 – Is the stock fit and proper for rerating?

High visibility of an RoA uptick on lower credit cost and possibility of a universal banking licence