Has the pecking order changed for the IT majors? Kumar Rakesh explains

 23 Jul 2025 03:50 PM

Kumar Rakesh of BNP Paribas highlights the Indian IT sector's resilience and potential Gen AI impact. He anticipates Infosys outperforming peers with over 2% sequential growth, aided by acquisitions. Rakesh emphasizes monitoring management commentary for stable demand signals and guidance, favoring Infosys over TCS due to growth prospects and stable margins.

Infosys Q1 Results 2025 Live Updates: Net profit climbs 9% to ₹6,921 crore, revenue grows 7.5%

 23 Jul 2025 12:19 PM

Infosys Q1 Results 2025 Live Updates: After mixed Q1 results from other IT majors, such as Tata Consultancy Services (TCS) and HCL Technologies, focus will be on Infosys’ deal TCVs and pipeline, management commentary on demand outlook, hiring trends, and GenAI deal wins.

Infosys Q1 Results 2025 Live Updates: Net profit likely to fall QoQ despite revenue growth; deal pipeline, guidance eyed

 23 Jul 2025 12:19 PM

Infosys Q1 Results 2025 Live Updates: After mixed Q1 results from other IT majors, such as Tata Consultancy Services (TCS) and HCL Technologies, focus will be on Infosys’ deal TCVs and pipeline, management commentary on demand outlook, hiring trends, and GenAI deal wins.

No sharp rallies ahead, expect incremental valuation re-rating: Chakri Lokapriya

 23 Jul 2025 12:07 PM

Chakri Lokapriya discusses the impact of US tariffs on IT companies like TCS and HCL Tech, noting weak discretionary demand and sluggish order conversion. Paytm's profitability and margin improvements are highlighted, while Dixon Tech's strong mobile segment drives growth. HAL's potential is acknowledged, but further order conversions are needed to justify valuations.

TCS Share Price Live Updates: TCS Current Price Update

 23 Jul 2025 08:13 AM

TCS Share Price Live Updates: TCS Trading Day Summary

 22 Jul 2025 08:12 AM

Stocks in news: Paytm, Ideaforge, Eternal, Mangalore Chemicals, Bajaj Finance, Titan

 22 Jul 2025 06:11 AM

Markets experienced a volatile start but closed positively. Several companies, including Paytm, IRFC, Dixon, and ZEEL, are set to announce their Q1 results. Eternal reported a significant drop in net profit, while Bharti Airtel surpassed TCS in market capitalization. Titan will acquire a 67% stake in Damas, and Bajaj Finance sees leadership changes.

Bharti Airtel tops TCS, is number 3 by m-cap

 22 Jul 2025 06:01 AM

Bharti Airtel's market capitalization surged to ₹11.44 lakh crore, surpassing Tata Consultancy Services to claim the third-largest company position in India. According to NSE data, TCS's market cap stood at ₹11.42 lakh crore. Reliance Industries leads with ₹19.3 lakh crore, followed by HDFC Bank at ₹15.34 lakh crore.

M-cap of 6 of top-10 most valued firms slumps Rs 94,433 crore; TCS, RIL top laggards

 20 Jul 2025 11:50 AM

The combined market valuation of 6 of the top-10 most valued firms declined by Rs 94,433.12 crore last week, with Tata Consultancy Services and Reliance Industries taking the biggest hit, in line with a bearish trend in equities.

Mcap of 6 of top-10 most valued firms falls by ?94,433 crore; TCS, Reliance biggest laggards

 20 Jul 2025 11:47 AM

Mcap of 6 of top-10 most valued firms slumps ?94,433 cr; TCS, Reliance biggest laggards