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Tata Technologies has delivered a moderate financial performance in Q1FY26, impacted by uncertain macroeconomic conditions and policy-related pressure on sentiments, resulting in margin compression. Despite these challenges, the company expects a sequential recovery in Q2 and a stronger H2FY26. This optimism is driven by a stronger deal pipeline compared with last year and an early build-up of the order book, which provides increased revenue visibility and...
Infosys began it's first quarter with solid momentum, achieving 2.6% sequential and 3.8%YoY revenue growth in constant currency, driven by consistent performance across sectors and regions. Large deal wins reached USD 3.8bn, a 46% rise from the previous quarter, with 55% of the deals being net new, largely supported by vendor consolidation and strong demand for AI-led services. The company has deployed over 300 enterprise AI agents across various business areas, enhancing client productivity, decision-making, and operational efficiency. Despite headwinds from wage hikes and increased variable pay, Infosys...
PCBL's Q1FY26 revenue and PAT came in below our expectations. Carbon black sales declined 4% YoY, primarily due to 4% YoY drop in realizations driven by weak crude oil prices. Domestic volumes decreased by 1% YoY, while export volumes grew by 2% YoY. Consolidated EBITDA margin contracted 162bps YoY to 15.1%, reflecting margin compression in both carbon black and Aquapharm segments, largely due to increased freight costs and pricing pressures. EBITDA/t for carbon black remained flat QoQ to Rs17,791 impacted by lower realizations amid weak demand and oversupply caused by an influx of Russian supplies in...
Total Card Spends decreased during Jun'25 (stood at Rs 1.83L Cr Vs Rs.1.90L Cr in May'25). Credit Card spends decreased by ~3.6% MoM (v/s Increased ~3% in Apr'25), while it grew ~15% YoY vs ~15% in May'25. Total number of cards in force stood at ~111.2Mn as of May'25 (up by ~7% YoY and ~0% MoM). Net New Cards additions in the month were almost Nil; it is flat on MoM basis (vs 7.6 lakhs in May'25), indicating a cautious or subdued sentiment among lenders towards unsecured loans. New card issuances were majorly led by HDFCB (~2.1 lakhs), SBI (~0.8 lakhs), and Yes Bank (~1 lakh). Volume of transactions decreased by ~2% MoM (vs. up by ~4% in Apr'25),...
Asian Markets are trading positively on continued optimism from latest trade developments between the U.S. and Japan, as well as positive signs for a deal with the European Union. Nikkei, Hang Seng and Shanghai were up by 1.91%, 0.44%, and 0.29%, respectively.
UltraTech Cement’s revenue stood at INR 212.8 Mn, up 13.1% YoY (-7.8% QoQ), in-line with our expectations. Revenue Growth was driven by robust volume expansion of 9.7% YoY to 36.8 MT, aided by recent acquisitions and network integration.
Acutaas Chemicals Limited (formerly known as Ami Organics Limited) has announced a strategic investment of up to INR 2 Bn in its wholly owned subsidiary, Acutaas Advance Material Limited (AAML), to support expansion in the semiconductor chemicals business.
Revenue: Revenue came in at INR 4,22,790 Mn. (+3.3% QoQ/+7.5% YoY), above our estimates by 4.0%, led by stronger growth across Europe driven by ramp-up of large deals.
Author: Vincent K A - Sr. Research Analyst improving the white label product mix, will reduce margin pressure in the future. We a target price of Rs.4,657 by valuing it on a DCF basis, implies 74x on FY27 EPS....
