From Headcount to Agents: Structural Change in Indian IT Industry
Major brokerages de-rate Indian IT sector due to "Agentic AI" disruption, shifting revenue mix towards consulting and risking further valuation de...
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Q3FY26 - Consolidated Earnings Preview
Q3FY26 earnings season unfolded against a relatively more stable macro and policy backdrop, marked by a confluence of supportive domestic factors...
162 Views
Thematic Report on The Great IT Bifurcation: Why TCS Is Downsizing While Coforge Soars
Q2FY26 results reveal a deceptive stability in the IT sector, with Tier-1 players facing challenges while agile Mid-Tiers capitalize on AI,...
597 Views
Q2FY26 - Consolidated Earnings Preview
The Q2FY26 earnings season was marked with interesting events: 1) Mixed trends in US policies, 2) Indian currency depreciation, 3) Slower uptick in...
451 Views
Axis Diwali Muhurat Picks: SAMVAT 2082
Samvat 2081 was a challenging year for the Indian equity market, with the Indian market underperforming global and emerging markets for the first...
536 Views