Q2FY25 Earnings Preview - Information Technology (IT)
The IT Services sector is anticipated to exhibit moderated growth in Q2FY25, primarily due to weaker discretionary spending, driven by...
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IT Sector (Q2FY25E Results Preview): Recovery in progress
The IT sector growth is in the middle of its recovery, having bottomed out two quarters ago, and is expected to achieve a high single-digit over...
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Sector Update - IT - Accenture - Gradual Pick-Up in Demand
The company continues to witness strong demand for Gen AI – the great accelerator of reinvention – with over $1 Bn in new bookings.
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IT Sector: Recovery Signs
Key takeaways included (1) continued (prosaic) commentary on cost optimisation focus but signs of improvement in demand (2) stable to upward bias...
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Axis Research Scorecard Report for Aug 2024
A few picks that reported excellent returns included Lupin (17.2%), TVS Motor Company (11.2%), Aurobindo Pharma (9.4%), HCL Technologies (6.7%) and...
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