Information Technology - Demand Resilience
IT sector is expected to post resilient Q2 performance in context of the current macro environment. Tier-1 IT is expected to deliver sequential...
261 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...
444 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...
412 Views
IT: Supply-Side Constraints Persist; Demand Robust
IT Services sector is expected to report strong growth in Q4FY22 primarily on account of the new large deal wins and a ramp-up of deals won in the...
434 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...
398 Views