TCS: Cloud pipeline strengthens ahead of Q4 results
TCS has added 14 new hyperscaler partnerships in Q4. Deal pipeline in North America up 18% YoY, signaling sustained demand despite macro headwinds.
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RELIANCE: Retail margin pressure warrants caution near term
Competitive pricing in grocery and fast fashion is compressing Jio-Mart margins. We lower our 12-month target by 6% pending clarity on Q1 FY27 guidance.
Read more →HDFCBANK: NIM stabilisation signals re-rating potential
Net interest margins appear to have bottomed after three quarters of compression. Loan growth at 16% YoY remains healthy relative to sector peers.
Read more →INFY: Discretionary IT spending recovery remains uneven
While large deal wins are positive, discretionary project spend by BFSI clients remains depressed. Management guidance range is wide — watch Q1 commentary.
Read more →ITC: Cigarette volumes tick up; FMCG breakeven in sight
Volume recovery in cigarettes (up 4% QoQ) combined with FMCG losses narrowing by 40 bps makes the conglomerate story incrementally more compelling.
Read more →RBI policy watch: Rate cuts possible by August 2026
Softening CPI (4.1% in April) and below-target GDP growth give the MPC room to cut 25bps in August. Impact on banking and real estate sectors analysed.
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