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...
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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...
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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...
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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...
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HSIE Results Daily: Jubilant FoodWorks, Navin Fluorine International, Sonata Software, Mastek,...
Mastek: We maintain a BUY on Mastek, despite a soft Q2 (though in line with estimate), based on an expected recovery in the UK government business...
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