It Spending
TCS’s AI pivot, strategy shift and marginal Q2 beat—nothing excites investors
Bold AI bets and an earnings beat has failed to lift investor sentiment as TCS charts a new strategic course.
2 min read10 Oct 2025Hexaware faces challenges in one of its top three accounts
Chief executive Srikrishna Ramakarthikeyan maintained during the company's post-earnings analyst call on 29 April that slower business from one of these clients will impact 1% of the revenue.
5 min read9 Jun 2025Kotak cautious on midcap IT stocks amid stretched valuations; prefers Cyient
Concerns linger due to stretched valuations, particularly impacting the outlook for L&T Tech, KPIT Technologies, Tata Elxsi, and Tata Technologies, said Kotak, but prefers Cyient as it stands out due to its improved business portfolio and relatively more reasonable valuations.
4 min read12 Feb 2024Kotak cautious on midcap IT stocks amid stretched valuations; prefers Cyient
Concerns linger due to stretched valuations, particularly impacting the outlook for L&T Tech, KPIT Technologies, Tata Elxsi, and Tata Technologies, said Kotak, but prefers Cyient as it stands out due to its improved business portfolio and relatively more reasonable valuations.
4 min read12 Feb 2024