Mphasis: Navigating AI-Led Deflation Via Robust TCV. Maintain ADD
AI disruption unfolds differently across industries, yet Mphasis maintains a strong near- to medium-term outlook, supported by a solid deal pipeline
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IT Sector (Q4FY26E Results Preview): Navigating Uncertainty, Valuations Turn Attractive
Launch of new models from Gen-AI platforms like Claude and Palantir fuelled a ~24% correction over the past three months on fears of disrupting...
155 Views
HSIE Results Daily: Indian Bank, Mphasis, Go Digit General Insurance, Bandhan Bank...
Indian Bank: Indian Bank (INBK) reported a healthy print for Q3FY26 on the back of strong business growth, stable margins, and low credit costs
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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
Information Technology: Growth revival: Cloud to AI led services
The Indian IT services sector is positioned for a growth recovery starting in 2026, following a phase of muted performance from 2022 to 2025
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