Synopsis: JPMorgan and HSBC see AI as a productivity booster for IT, creating new revenue streams and partnerships. While near-term valuations are modest, large-cap IT firms like TCS and Infosys stand to gain in the long term. JPMorgan and HSBC are spotlighting...
Synopsis: Navratna PSU stock is in focus after securing orders worth ~Rs. 105 cr from SAIL Rourkela and NLC India for sports infrastructure, hospital OTs, and R&R colony projects. The shares of this Indian Navratna Enterprise under the Ministry of Housing and...
Synopsis: Shares of Infosys Ltd rose over 3% after it announced a strategic AI collaboration with Anthropic, aiming to deliver agentic, governed AI solutions across telecom, finance, manufacturing, and software sectors. The shares of this company are one of the global...
Synopsis: IT stocks including L&T Technology Services, Wipro, Cyient, and KPIT, and some others are trading near their 52-week lows, reflecting market pressure despite varied performance. IT companies are trading near their 52-week lows, driven largely by concerns...
Synopsis: Shares of this tech stock came into focus after Q3FY26, with YoY and QoQ declines in sales and EBITDA. Despite this, management remains confident of achieving FY26 EBITDA margin guidance of 35%, backed by a strong order book and growth in IoT and Automotive...
Synopsis: Shares of this small cap stock surged 8% after Q3 results showed 60% QoQ net profit growth and revenue above Rs. 1,000 cr for the second consecutive quarter, driven by operational efficiency, 4PRO contracts, and automation initiatives. The shares of this...
Synopsis: Shares of leading infrastructure and toll operator fell 5% despite Rs. 5,400 crore asset monetisation, a 7% interim dividend, and a 1:1 bonus issue as investors reacted to a sharp YoY earnings decline. The shares of this infrastructure development company...
Synopsis: Shares of one of the leading green energy companies fell 8% despite Q3 revenue of Rs. 1,207 crore, 32% YoY sales growth, a 3.2 GW order book, and 20–22% EBITDA margin guidance, indicating near-term market pressure. The shares of this company are engaged in...
Synopsis: Kilburn Engineering is in focus as it has Rs. 495 cr order backlog, FY26 revenue projected at Rs. 625–650 cr, 25% CAGR through FY28, sustained 22–23% EBITDA margins, and ongoing capacity expansion and ICICI targets a 55% upside. The shares of the company...
