Voltas: Muted Demand Continues Amid Rising Cost Pressures. Maintain ADD
We attended Voltas' analyst group meeting. Management indicated that demand continued to stay subdued in Q3. The industry decline, however, was...
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Tata Consultancy Services: AI-Led Growth Strategy. Maintain ADD
We attended TCS’s Analyst Day, which underscored the company’s aspiration to become the world’s largest AI-led technology services company
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India Insurance: Policy reforms continue
The lower house of the Indian Parliament passed the much awaited “Sabka Bima Sabki Raksha (amendment of Insurance laws) Bill, 2025” yesterday...
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Indiamart Intermesh: Improving Growth Visibility, Limited Downside. Maintain BUY
IndiaMART has been facing elevated churn in its silver-tier customer segment, which has weighed on both net additions and collections growth
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Siemens: Bottoming Out, Capex Recovery. Maintain BUY
The impact of tariff on exports continues to be an overhang and conclusion of the trade deal with the US will improve sentiment for incurring capex
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