Page 2 - India Inc Earnings

TechM shares drop 2% as Q2 profit slips YoY; should you sell or hold?

Tech Mahindra's new deals in the second quarter were worth $816 million, up 35.3 per cent from last year

Landmark Cars shares soar 11% after strong Q2 update; check details here

Landmark Cars' total revenue from operations, including agency sales, rose 30.5 per cent year-on-year (Y-o-Y)

HCL Tech shares gain 3% on delivering 'standout quarter'; should you buy?

HCL Tech raised the lower end of its guidance and now expects to grow between 4 per cent and 5 per cent on a CC basis for the full year

Infosys Q2 preview: Revenue to rise on deal wins; BFSI vertical resilient

Revenue growth for Infosys is likely to be led by the recent deal ramp-ups and inorganic contribution from its recent acquisitions, analysts said

BSE to sustain mkt share gains, says Motilal Oswal, amid regulatory clouds

Elevated regulatory risks have led Motilal Oswal to maintain a 'Neutral' rating on BSE with a one-year target price of ₹2,250

Two reasons why IndiGo stock was cut to 'Reduce' at JM Financial

JM Financial cut the IndiGo stock rating to 'Reduce' from 'Hold' with a target price of ₹5,570 per share, a downside of 2.8 per cent from Friday's close

Tech Mahindra Q2 preview: IT major to see profit uptick led by margin boost

Investor focus is expected on TechM's deal-win momentum, growth in financial services, H-1B visa risks, deal pipeline health, revenue retention, and GenAI's impact

5paisa Capital soars 15%, volumes surge after Q2 results; details here

5paisa Capital shares have fallen 18 per cent this year, compared to a 6.7 per cent advance in the benchmark Nifty 50

HCL Tech Q2 preview: Street expects sequential rise in margins and profit

BFSI and Hi-tech segments are expected to perform better for HCL Tech, while manufacturing is likely to remain under pressure

TCS Q2 preview: Margins, profit seen muted QoQ; India business to stay flat

TCS is scheduled to announce its financial results for the September quarter of the financial year 2025-26 (Q2-FY26) on October 9

Bank of India shares rise 3% after Q2 business update; check details here

Bank of India's global business rose to ₹15.61 trillion, up 11.8 per cent Y-o-Y from ₹13.97 trillion in the same period last year

Trent shares drop 4% on Q2 update; analysts cautious, should you sell?

Morgan Stanley cut its price target on Trent, given the softer revenue growth in the coming quarters despite margin gains

Nykaa shares gain 4% on healthy second quarter update; details here

Nykaa's consolidated GMV growth is expected to be close to 30 per cent, up from the mid-20s in recent quarters

Underweight on India relative to other EMs, earnings revival key: UBS

Chhaochharia explained that India remains underweight because of near-term earnings and stronger growth in other EM countries

Bonds, gold likely to deliver steady returns in CY25: Shiv Goel, Bonanza

A balanced allocation to gold for crisis protection, bonds for stability, and quality equities for growth can help build resilient portfolios in CY25

Market outlook: HSBC upgrades India to overweight; Kotak sees limited gains

At the bourses, meanwhile, the Nifty 50 has gained around 6.5 per cent thus far in calendar year 2025 (CY) and outrun the Nifty 500 (up 4.2 per cent)

Markets eye an inflection in earnings downgrade cycle: Trideep Bhattacharya

Q2 may show early stabilisation, while Q3 could reveal stronger festive-driven momentum, Bhattacharya said

Worst may be over: Earnings clouds clear, Dalal Street poised for comeback

After a year of relentless downgrades, the tide seems to be turning for India Inc. Motilal Oswal's latest strategy report reveals that earnings cut intensity has eased sharply

$90-bn DII inflows, Nifty up 0% in 1-yr; Kotak flags weak fundamentals

Kotak Securities said that $90 billion of DII inflows and a flat market show that flows alone don't drive markets

Despite hardening corp bond yields, India Inc not warming up to bank loans

Despite higher bond yields, companies prefer debt markets over bank loans as lending rates remain elevated and cash reserves cushion capex needs