Harsha Jethmalani

Maharashtra's election results hint at economic stability but sluggish earnings growth, rising inflation and relentless FII selling have put the Street's complacency to test amid geopolitical tensions

Cement manufacturers are rooting for demand revival in H2FY25 but most companies still continue to prioritize volumes over realizations which makes pricing prospects bleak

LTIMindtree aims for $10 billion revenue by FY31-32 with a focus on Fortune 500 accounts and AI. But investor concerns due to near-term issues and merger integration challenges remain

Timely and faster unveiling of new projects is a desperate need in H2FY25, given the low inventory levels

The November manufacturing PMI reading comes on the heels of a shocker September quarter (Q2FY25) gross domestic product (GDP) data released last week.

On an aggregate basis, 13 building materials stocks under the coverage of BOB Capital Markets have witnessed muted revenue growth for seven consecutive quarter.

GCCs, IT recovery, and green-certified spaces are driving India’s commercial realty rebound, but rental gains are unlikely yet.

Ebitda margin contracted sequentially to 15.8% in the September quarter, hurt by wage hikes (effective July) and acquisition-related expenses. Coforge's new employee stock options scheme, introduced in Q3FY25, may add to the near-term margin pain.

Accenture is considered a benchmark for the fortunes of Indian IT peers. But despite the positives of its Sep-Nov earnings, Indian IT investors' sentiment was muted

Making predictions for FY25 is difficult owing to sharp volatility in FY24 across segments and quarters on margin and book-to-bill, a lack of near-term support from large orders, and the lack of a broad-based increase in private-sector orders, analysts at Kotak Institutional Equities said.