IT Sector (Q2FY26E Results Preview): Steering through uncertainty
The overall deal pipeline remains steady, with deal wins in cost optimization, infrastructure modernization, and AI-led initiatives.
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IT Sector: H1B visa fee shock, shifts in delivery model
The newly announced H-1B visa rule imposes a steep hike, requiring companies to pay USD100K per new application, a significant jump from the...
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Tata Consultancy Services (TCS IN): October Options Price a 4.5% Earnings Move
TCS’s 8 October results put its October options in focus: the term structure implies a 4.5% move, roughly twice the average reaction to its past 27...
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IT Sector (Q1FY26E Results Preview): Resilience Amidst Challenges
The IT sector is expected to post mixed revenue growth in Q1, with tier-1 reporting muted CC revenue growth while mid-tier is expected to deliver...
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HSIE Results Daily: L&T Technology Services, Shoppers Stop
L&T Technology Services: L&T Technology Services’ (LTTS) Q3 growth came in lower than our estimates, but a steep acceleration in Q4 is likely (due...
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