INDIA SEMICONDUCTOR- Who Is Doing What and How Far Along Are They?
​Micron Technology opens India's first large-scale semiconductor facility in Gujarat, part of India's Semiconductor Mission with 10 approved...
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Event Driven- Middle East Volatility: How Indian Sectors Respond to Higher Crude
​Middle East tensions may push Brent crude towards $85-90/barrel, posing inflation and current account deficit risks for India, with varying...
577 Views
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...
223 Views
HSIE Results Daily: Tata Consultancy Services, HCL Technologies
TCS reported +0.8% QoQ revenue growth in CC terms, ahead of our expectation of 0.6% CC, while operating margins remained stable at 25.2%
175 Views
IT (Q3FY26E Results Preview): Seasonal weakness, improving visibility
The Indian IT services sector is headed for a seasonally weak Q3FY26, with Tier1 players expected to deliver ~0.6–2.1% QoQ CC growth and mid-tier...
197 Views