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ER&D sails get trimmed amid FY25 outlook fog

Indian engineering research and development (ER&D) players, such as Tata Technologies, Tata Elxsi, and Cyient, among others, had a subdued January-March quarter of 2023-24. The outlook for 2024-25 (FY25) also remains unexciting amid weak discretionary spending, prompting analysts to revise their growth expectations for the ongoing financial year (FY25).

Mohit jainVamshi krishnaAbhishek shindadkrKawaljeet salujaTata elxsiLt technology servicesTata technologiesKotak institutional equitiesIncred capitalPersistent systemsIncred capAnand rathi institutional

IT Sector: Between midcaps and largecaps, what should you pick?

IT Sector: Between midcaps and largecaps, what should you pick?
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United statesAbhishek shindadkrSumit pokharnaVaibhav jainMohit jainResearch analystShare market researchPersistent systemsTech mahindraAnand rathi institutional equitiesIncred capitalKotak securities

LTIMindtree vs Coforge: Which mid-cap IT stock should you pick for long term?

LTIMindtree vs Coforge: Which mid-cap IT stock should you pick for long term?
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Andhra pradeshAbhishek shindadkrVaibhav jainSumit pokharnaShare market researchResearch analystKotak securitiesIncred capitalNirmal bang

Q4 outlook: IT cos expect strong deal inflow in next 1-2 quarters on strong AI focus, say analysts

Q4 outlook: IT cos expect strong deal inflow in next 1-2 quarters on strong AI focus, say analysts
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Salil parekhThierry delaporteDeepak jasaniAbhishek shindadkrHead of retail researchResearch analystTata consultancy servicesInformation technologyHead of fundamental equity researchSecurities ltdIt servicesRetail researchFundamental equity researchIncred capitalManaging directorChief executive officer

Infosys Q3 Review: Resilient margins amidst macroeconomic headwinds, Q4 margins expected to see 60 bps benefit

Infosys Q3 Review: Resilient margins amidst macroeconomic headwinds, Q4 margins expected to see 60 bps benefit
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United statesMaximus infosyAbhishek shindadkrPrashanth tapseApurva prasadDhruv mudaraddiAditi patilIt servicesInstitutional researchMehta equities ltdEquity researchSenior vp researchResearch analystEquity research associateVice presidentLiberty global