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...
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India AI Impact Summit 2026: From "Back-Office" To "Sovereign AI Factory"
At India AI Impact Summit 2026, Reliance Industries and Tata Group unveil historic capex plans for sovereign AI, shifting India from AI consumer...
339 Views
NIFTY Index Earning Revision (Sep): Wipro, BSE, HDFC Bank, InterGlobe Aviation, ICICI Bank
We analyzed NIFTY's consensus for Sep 2026 and highlighted changes of EPS in Wipro, BSE, HDFC Bank, InterGlobe Aviation, ICICI Bank, Adani...
304 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...
194 Views
NIFTY 50 Sep 2026 Rebalance: Pre-Implementation Update
NIFTY 50 enters implementation on 30 Sep 2026. We update post-announcement stock performance and discuss implementation trades.
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