Reports Archive   Year   
Date Title Pages Source Download
Nov-22 Realistic Expectations, Reasonable valuations;   7 Edelweiss Securities
Nov-22 The Color of Cloud - Edition 3: Evidence of slowdown getting built   8 ICICI Securities
Nov-22 An interesting analysis in the run up to Q2 results   5 ICICI Securities
Nov-22 Cognizant Technology Solutions   11 Nirmal Bang
Oct-22 IT Services - Stress test   8 IDBI Capital
Oct-22 Q2 FY23 Results Preview   53 Anand Rathi
Oct-22 Q2FY23 preview   18 Emkay Research
Oct-22 Demand resilience   16 HDFC Securities
Oct-22 Growth momentum continues, high attrition restricts margin expansion...   6 ICICI
Oct-22 Strong revenue growth led by previous deal wins   9 IDBI Capital
Oct-22 Will +ve management commentary hold up as macro continues to deterorate?   7 Nirmal Bang
Sep-22 The slowdown datapoints and commentary   11 Nirmal Bang
Sep-22 The 'Big Four' challenge: Tectonic shift in competitive landscape?   7 Nirmal Bang
Sep-22 Demand resilience   22 HDFC Securities
Sep-22 Pain evident for US hyperscalers   3 ICICI Securities
Aug-22 Quarterly industry commentary: Fewer pockets of weakness   22 Motilal Oswal
Aug-22 A few hits a few big misses   23 ICICI Securities
Jul-22 India Internet: path to profitability   21 HDFC Securities
Jul-22 Macro concerns to limit ordering activity   5 ICICI Securities
Jul-22 Modest dealflow – US/EU steady, dragged down by APAC   6 Phillip Capital
Jul-22 Q1FY23 Preview - Steady growth   5 Arihant Capital
Jul-22 IT Sector : Decoding signal from noise   81 HDFC Securities
Jul-22 1Q dragged by margin and cross currency headwinds   16 Motilal Oswal
Jul-22 Q1FY23 Preview: Steady growth amidst volatile macro   7 Phillip Capital
Jul-22 Wage hikes, visa and travel to impact margins   9 IDBI Capital
Jun-22 Accenture Q3 result read-through   6 Emkay Research
Jun-22 Recession imbibes fear, but holds fundamentals dear   45 Emkay Research
Jun-22 Moderation in operational data to weigh on sector expectations   8 Motilal Oswal
May-22 Earnings outlook and stress test   13 IDBI Capital
May-22 Two to tango   12 HDFC Securities
May-22 Merger to create a behemoth   17 IDBI Capital
Apr-22 Q4 FY22 Results Preview   67 Anand Rathi
Apr-22 IT's time for multiple contraction!   163 ICICI Securities
Apr-22 Move to underweight; Positive surprises likely low in FY23; Tier-2 risky   52 Nirmal Bang
Apr-22 Q4FY22 Preview   5 Arihant Capital
Apr-22 Moderating, yet strong   16 HDFC Securities
Apr-22 Margins to take hit due to continued high attrition…   6 ICICI
Apr-22 Q4FY22 Preview   16 Emkay Research
Apr-22 Healthy growth in Q4 despite seasonally weak quarter   7 IDBI Capital
Mar-22 Accenture Q2 result read-through: Solid revenue performance...   6 Emkay Research
Mar-22 All Tech is Well...The War Immune Sector   24 Edelweiss Securities
Mar-22 Tech spends to remain resilient   12 IDBI Capital
Feb-22 Revenue growth momentum strong; supply-side challenges persist   22 Emkay Research
Jan-22 3 Tier-1 results: Demand commentary strong; Mixed rev. performance   37 Nirmal Bang
Jan-22 Q3 FY22 Results Preview   64 Anand Rathi
Jan-22 Oct-Dec'21 Earnings Preview   19 Prabhudas Lilladher
Jan-22 On a strong footing   12 HDFC Securities
Jan-22 Strong revenue momentum to continue despite seasonality   5 ICICI
Jan-22 Q3FY22 preview: Revenue momentum to continue in seasonally soft quarter   17 Emkay Research