External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Thematic (Sector/Industry)

<ul><li>IndusInd Bank: IndusInd Bank (IIB) reported stable earnings, led by strong loan growth (+20% YoY), stable NIMs and sustained traction in fee income</li><li>Deposit growth (+13% YoY) clocked in on the back of a higher share of retail deposits (LCR at 123%, Q2FY24: 118%)</li><li>However, CASA fell 85bps QoQ to 38.5%, showcasing system-wide pressure on low-cost deposits</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

IndusInd Bank: IndusInd Bank (IIB) reported stable earnings, led by strong loan growth (+20% YoY), stable NIMs and sustained traction in fee incomeDeposit growth (+13% YoY) clocked in on the back of a higher share of retail deposits (LCR at 123%, Q2FY24: 118%)However, CASA fell 85bps QoQ to 38.5%, showcasing system-wide pressure on low-cost depositsContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

HSIE Results Daily: IndusInd Bank, ICICI Prudential Life

<ul><li>We hosted our 6th IT Sector Investor Conference, with 22 corporates/experts participating in the event (virtual)</li><li>The participants represented the full spectrum of listed Indian IT (tier-1 and mid-tier) and experts ranging from deal advisors, global services, captive, and staffing</li><li>The key message on demand was positive, notwithstanding the prevalent macro situation.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We hosted our 6th IT Sector Investor Conference, with 22 corporates/experts participating in the event (virtual)The participants represented the full spectrum of listed Indian IT (tier-1 and mid-tier) and experts ranging from deal advisors, global services, captive, and staffingThe key message on demand was positive, notwithstanding the prevalent macro situation.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

External broker reports(aggregated public sources), Axis Direct

Axis Direct

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

Happiest Minds Technologies / Equity Bottom-Up

Happiest Minds Technologies (HAPPSTMN IN)

<ul><li>Despite a globally uncertain and challenging environment marked by inflation, currency fluctuations, and geopolitical tensions, Happiest Minds Technologies Ltd. delivered a resilient operational performance in FY25.</li><li>The company’s revenue grew 26.5% YoY, aided by organic growth and PureSoftware.</li><li>HML continued to invest in digital-first capabilities (AI/GenAI, cloud, cybersecurity, IoT) to execute various projects across diverse geographies and industries while maintaining its asset-light business model and a focus on high-margin segments.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Despite a globally uncertain and challenging environment marked by inflation, currency fluctuations, and geopolitical tensions, Happiest Minds Technologies Ltd. delivered a resilient operational performance in FY25.The company’s revenue grew 26.5% YoY, aided by organic growth and PureSoftware.HML continued to invest in digital-first capabilities (AI/GenAI, cloud, cybersecurity, IoT) to execute various projects across diverse geographies and industries while maintaining its asset-light business model and a focus on high-margin segments.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Happiest Minds Technologies Ltd - Digital Transformation & Inorganic Opportunities to Augur Well

<ul><li>Demand Outlook: The global IT industry faces mixed macroeconomic and geopolitical uncertainty, but demand remains resilient in BFSI and healthcare, with early signs of growth in technology, media, entertainment, and manufacturing. </li><li>Order Book/Pipeline: The order book pipeline remains strong across multiple geographies and verticals, driven by the "Net New" strategy and "land and expand" approach.</li><li>H2FY26 is expected to be better than H1FY26.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Demand Outlook: The global IT industry faces mixed macroeconomic and geopolitical uncertainty, but demand remains resilient in BFSI and healthcare, with early signs of growth in technology, media, entertainment, and manufacturing. Order Book/Pipeline: The order book pipeline remains strong across multiple geographies and verticals, driven by the "Net New" strategy and "land and expand" approach.H2FY26 is expected to be better than H1FY26.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Happiest Minds Technologies Ltd - Mixed Performance; Strong Revenue Outlook

<ul><li>Happiest Minds (HAPPSTMN) has strengthened its capabilities in the BFSI and Healthcare verticals, fuelled by strategic acquisitions of PureSoftware and Aureus</li><li>The recent acquisition of Gavs Technologies will further strengthen the BFSI vertical, which is now ~24% of revenue</li><li>The company is targeting future acquisitions in manufacturing, retail, and industrial sectors, focusing on capabilities like SAP S/4HANA and Cybersecurity</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Happiest Minds (HAPPSTMN) has strengthened its capabilities in the BFSI and Healthcare verticals, fuelled by strategic acquisitions of PureSoftware and AureusThe recent acquisition of Gavs Technologies will further strengthen the BFSI vertical, which is now ~24% of revenueThe company is targeting future acquisitions in manufacturing, retail, and industrial sectors, focusing on capabilities like SAP S/4HANA and CybersecurityContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Happiest Minds Technologies: Focus on Organic Growth Revival. Maintain ADD

India

Happiest Minds Technologies Ltd. is an AI-first, customer-centric digital engineering company that provides IT services focusing on digital transformation for enterprises. The company delivers secure and scalable solutions across product engineering, cybersecurity, analytics, and automation platforms. Happiest Minds Technologies was founded in 2011 and is headquartered in Bengaluru, India.

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Happiest Minds Technologies (HAPPSTMN IN)

HSIE Results Daily: IndusInd Bank, ICICI Prudential Life

IndusInd Bank: IndusInd Bank (IIB) reported stable earnings, led by strong loan growth (+20% YoY), stable NIMs and sustained traction in fee income

HDFC Securities

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,...

HDFC Securities

Happiest Minds Technologies Ltd - Digital Transformation & Inorganic Opportunities to Augur Well

The company’s revenue grew 26.5% YoY, aided by organic growth and PureSoftware. HML continued to invest in digital-first capabilities

Axis Direct

Happiest Minds Technologies Ltd - Mixed Performance; Strong Revenue Outlook

Demand Outlook: The global IT industry faces mixed macroeconomic and geopolitical uncertainty, but demand remains resilient in BFSI and healthcare

Axis Direct

Happiest Minds Technologies: Focus on Organic Growth Revival. Maintain ADD

Happiest Minds (HAPPSTMN) has strengthened its capabilities in the BFSI and Healthcare verticals, fuelled by strategic acquisitions of PureSoftware...

HDFC Securities

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