Information Technology - Demand Resilience
IT sector is expected to post resilient Q2 performance in context of the current macro environment. Tier-1 IT is expected to deliver sequential...
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HSIE Results Daily: Tata Elxsi, L&T Technology Services, Angel One
Tata Elxsi (TELX IN) posted in-line revenue and slightly better margin performance in Q1; L&T Technology Services (LTTS IN) posted revenue ahead of...
400 Views
IT Sector - Decoding Signal from Noise
In this note, we decode the signal from noise and probe some key questions: (1) How structural is the demand and how correlated is it to the macros...
412 Views
Information Technology: Moderating, yet Strong
IT index is up >40% (mid-tier >100%) over the past year, supported by (1) earnings upgrade of ~5% for tier-1 IT and ~20% for mid-tier IT and...
398 Views
Tata Elxsi: Improving Growth Trajectory. Upgrade to ADD
Tata Elxsi (TELX) offers a strong long-term investment opportunity across its key verticals, despite current macroeconomic headwinds
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