IT Sector: Demand resilience
The participants represented the full spectrum of listed Indian IT (tier-1 and mid-tier) and experts ranging from deal advisors, global services,...
197 Views
HSIE Results Daily: Havells India, JSW Energy, Kajaria Ceramics, ICICI Securities
Havells India: Havells delivered a strong topline performance, led by broad-based growth across all categories, with a beat on our RAC and...
317 Views
IT Sector - Decoding Signal from Noise
In this note, we decode the signal from noise and probe some key questions: (1) How structural is the demand and how correlated is it to the macros...
313 Views
Information Technology: Moderating, yet Strong
IT index is up >40% (mid-tier >100%) over the past year, supported by (1) earnings upgrade of ~5% for tier-1 IT and ~20% for mid-tier IT and...
304 Views
Mastek Ltd: Deal Wins to Drive Momentum
Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general...
172 Views