CYIENT.NSE News
Brief India: HSIE Results Daily: Axis Bank, RBL Bank and more
In this briefing: HSIE Results Daily: Axis Bank, RBL Bank Federal Bank: Priced to Perfection, Downgrade to ADD Sun Pharmaceutical Industries: Organon M&A Provides Scale, Growth Revival Key. LTI Mindtree Ltd - Superior Execution; Growth Momentum Continues Cyient Ltd. - Weak Performance; Moderate Outlook 1. HSIE Results Daily: Axis Bank, RBL Bank Axis Bank: Axis Bank’s (AXSB) Q3FY26 earnings marginally beat our estimates on the back of strong growth on both sides of the balance sheet, reversal of tax expense (utilized to create provisioning buffer of INR20bn), and lower provisioning, offset by soft operating performance Loan growth (18.5% YoY, 6% QoQ) was healthy, driven largely by wholesale and SME segments Deposit growth (~14% YoY, 6% QoQ) was healthy, with CASA ratio improving to 39.6% (+49bps QoQ) Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. 2.
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Brief India: Sun Pharmaceutical Industries: Organon M&A Provides Scale, Growth Revival Key. and more
In this briefing: Sun Pharmaceutical Industries: Organon M&A Provides Scale, Growth Revival Key. LTI Mindtree Ltd - Superior Execution; Growth Momentum Continues Cyient Ltd. - Weak Performance; Moderate Outlook Infosys Ltd. - Stable Performance; Growth Visibility Moderate DCB Bank Ltd. - Steady Quarter; Building Blocks in Place for Sustainable RoA Delivery of 1% 1. Sun Pharmaceutical Industries: Organon M&A Provides Scale, Growth Revival Key. Sun Pharma has entered into a definitive agreement to acquire Organon & Co (Organon) in an all-cash transaction deal (all outstanding shares) The deal values Organon at an enterprise valuation of USD 11.75 bn (CY25: EV/sales at 2x and EV/EBITDA at 6x), the transaction is expected to complete in early CY27 (Sun Pharma subsidiary to merge with Organon, which will de-list from NYSE) While Sun Pharma’s acquisition of Organon will provide scale (sales/EBITDA/margin of USD 6.2 bn/USD 1.9 bn/~30%), growth revival in established brands, cross leverage of Sun’s branded generic business, and sustaining growth in Innovative Medicine business with focus on cross-selling and in-licensing remain key.
cityfalcon.com
Brief India: LTI Mindtree Ltd - Superior Execution; Growth Momentum Continues and more
In this briefing: LTI Mindtree Ltd - Superior Execution; Growth Momentum Continues Cyient Ltd. - Weak Performance; Moderate Outlook Infosys Ltd. - Stable Performance; Growth Visibility Moderate DCB Bank Ltd. - Steady Quarter; Building Blocks in Place for Sustainable RoA Delivery of 1% Shriram Finance Ltd. - Steady Margins and Cost Discipline to Support Earnings Trajectory 1. LTI Mindtree Ltd - Superior Execution; Growth Momentum Continues Expansion of EBIT Margin Ahead: In FY26, EBIT margin expanded by 90 bps YoY to 15.4%, supported by the successful execution of the Fit for Future program. Q4 margin declined 100 bps QoQ to 15.1%, impacted by partial wage hikes effective from 1 st January and productivity commitments in key accounts, partly offset by forex benefits. Management remains focused on ongoing cost optimisation through the New Horizons program and sees scope for further margin expansion, even without giving a formal target. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.
cityfalcon.com
Brief India: Cyient Ltd. - Weak Performance; Moderate Outlook and more
In this briefing: Cyient Ltd. - Weak Performance; Moderate Outlook Infosys Ltd. - Stable Performance; Growth Visibility Moderate DCB Bank Ltd. - Steady Quarter; Building Blocks in Place for Sustainable RoA Delivery of 1% Shriram Finance Ltd. - Steady Margins and Cost Discipline to Support Earnings Trajectory IDFC First Bank Ltd - Steady Recovery Underway; Operating Leverage to Drive RoA Improvement 1. Cyient Ltd. - Weak Performance; Moderate Outlook Deal Wins/Pipeline: During the quarter, order intake grew 23% YoY, led by multi-year deals in aerospace, rail, and connectivity. A large deal pipeline is expanding, especially in healthcare and connectivity. However, despite a strong pipeline, revenue conversion remains slow due to delays in project initiation. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. 2. Infosys Ltd. - Stable Performance; Growth Visibility Moderate Demand and Sector outlook: Discretionary spending remains muted across sectors as clients focus on cost optimisation, resilience, and vendor consolidation, though this is partly offset by rising demand for AI-led productivity and automation initiatives.
cityfalcon.com
Cyient okays Rs 720 crore share buyback plan
Hyderabad: Engineering and tech solutions provider Cyient Ltd on Thursday said its board had approved a 720 crore share buyback plan. The company said.
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