IT Sector (Q2FY25E Results Preview): Recovery in progress
The IT sector growth is in the middle of its recovery, having bottomed out two quarters ago, and is expected to achieve a high single-digit over...
397 Views
IT Sector: Recovery Signs
Key takeaways included (1) continued (prosaic) commentary on cost optimisation focus but signs of improvement in demand (2) stable to upward bias...
533 Views
HSIE Results Daily: Bajaj Auto, LTIMindtree, L&T Technology Services, Karur Vysya Bank, Mastek
Bajaj Auto: Driven by a better mix, Bajaj Auto’s Q1 PAT at INR19.9bn was ahead of our estimate. There has been an uptick in prices of aluminum,...
475 Views
IT: More of the same is good news
IT sector (coverage universe) continues to transition from a protracted IT upgrade cycle and low discretionary spending to some normalisation in...
366 Views
HSIE Results Daily: Bajaj Finance, LTIMindtree, Macrotech Developers
Bajaj Finance: Bajaj Finance (BAF) reported a mixed set of earnings with robust AUM growth (+34% YoY) despite a regulatory embargo on select products
467 Views