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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.
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.
Brief India: Infosys Ltd. - Stable Performance; Growth Visibility Moderate and more
In this briefing: 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 ICICI Life (IPRU IN) Vs ICICI GIC (ICICIGI IN): Life Vs General Insurance Spread Signals Trade 1. 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. Financial Services and EURS are expected to drive growth in FY27, supported by healthy budgets, outsourcing, and structural demand tailwinds. In contrast, Manufacturing, Retail, and Communications remain cautious due to macro uncertainties, weak consumer demand, and margin pressures.
Brief India: Infosys Ltd. - Stable Performance; Growth Visibility Moderate and more
In this briefing: 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 ICICI Life (IPRU IN) Vs ICICI GIC (ICICIGI IN): Life Vs General Insurance Spread Signals Trade 1. 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. Financial Services and EURS are expected to drive growth in FY27, supported by healthy budgets, outsourcing, and structural demand tailwinds. In contrast, Manufacturing, Retail, and Communications remain cautious due to macro uncertainties, weak consumer demand, and margin pressures.
Brief India: Shriram Finance Ltd - Driving Strong Medium-Term Growth While Retaining Core Strengths! and more
In this briefing: Shriram Finance Ltd - Driving Strong Medium-Term Growth While Retaining Core Strengths! Coforge Ltd. - Soft Quarter; Profitability Outlook Remains Intact Gravita India Ltd. - Capacity Expansion Sets the Stage for Earnings Re-Acceleration; Maintain BUY Kotak Mahindra Bank Ltd. - Unsecured Stress Ebbs; NIM Improvement Remains Key Monitorable! DCB Bank Ltd - Steady Quarter; Improving Profitability with Balanced Growth Levers! 1. Shriram Finance Ltd - Driving Strong Medium-Term Growth While Retaining Core Strengths! NIMs to be Maintained at Current Levels; Upside Risk Exists: SLF’s 34bps NIM expansion was aided by improvement in CoF and lower excess liquidity. Furthermore, the company’s incremental CoF stands at 7.73% (without factoring in rating upgrade benefit) vs 8.12% QoQ and outstanding CoF of 8.69% (down 14bps QoQ) in Dec’25. Moreover, the company is yet to accrue benefits from the multiple credit ratings and expects a 30-40bps improvement in CoF in the following quarters.
Brief India: Shriram Finance Ltd - Driving Strong Medium-Term Growth While Retaining Core Strengths! and more
In this briefing: Shriram Finance Ltd - Driving Strong Medium-Term Growth While Retaining Core Strengths! Coforge Ltd. - Soft Quarter; Profitability Outlook Remains Intact Gravita India Ltd. - Capacity Expansion Sets the Stage for Earnings Re-Acceleration; Maintain BUY Kotak Mahindra Bank Ltd. - Unsecured Stress Ebbs; NIM Improvement Remains Key Monitorable! DCB Bank Ltd - Steady Quarter; Improving Profitability with Balanced Growth Levers! 1. Shriram Finance Ltd - Driving Strong Medium-Term Growth While Retaining Core Strengths! NIMs to be Maintained at Current Levels; Upside Risk Exists: SLF’s 34bps NIM expansion was aided by improvement in CoF and lower excess liquidity. Furthermore, the company’s incremental CoF stands at 7.73% (without factoring in rating upgrade benefit) vs 8.12% QoQ and outstanding CoF of 8.69% (down 14bps QoQ) in Dec’25. Moreover, the company is yet to accrue benefits from the multiple credit ratings and expects a 30-40bps improvement in CoF in the following quarters.
Brief India: Coforge Ltd. - Soft Quarter; Profitability Outlook Remains Intact and more
In this briefing: Coforge Ltd. - Soft Quarter; Profitability Outlook Remains Intact Gravita India Ltd. - Capacity Expansion Sets the Stage for Earnings Re-Acceleration; Maintain BUY Kotak Mahindra Bank Ltd. - Unsecured Stress Ebbs; NIM Improvement Remains Key Monitorable! DCB Bank Ltd - Steady Quarter; Improving Profitability with Balanced Growth Levers! Exencial Industry Tiding 1. Coforge Ltd. - Soft Quarter; Profitability Outlook Remains Intact Business Vertical Outlook: Management expects a shift in vertical momentum heading into FY27, with Banking potentially reclaiming the top spot for growth among core verticals, while emerging verticals such as Healthcare and High-tech are projected to continue their rapid expansion. Deal Wins/Pipeline: Total order intake stood at $593 Mn during the quarter, with six large deals signed across North America, Europe, and APAC. The executable order book for the next 12 months rose 30.4% YoY to $1.72 Bn, reflecting strong revenue visibility. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.
Brief India: Coforge Ltd. - Soft Quarter; Profitability Outlook Remains Intact and more
In this briefing: Coforge Ltd. - Soft Quarter; Profitability Outlook Remains Intact Gravita India Ltd. - Capacity Expansion Sets the Stage for Earnings Re-Acceleration; Maintain BUY Kotak Mahindra Bank Ltd. - Unsecured Stress Ebbs; NIM Improvement Remains Key Monitorable! DCB Bank Ltd - Steady Quarter; Improving Profitability with Balanced Growth Levers! Exencial Industry Tiding 1. Coforge Ltd. - Soft Quarter; Profitability Outlook Remains Intact Business Vertical Outlook: Management expects a shift in vertical momentum heading into FY27, with Banking potentially reclaiming the top spot for growth among core verticals, while emerging verticals such as Healthcare and High-tech are projected to continue their rapid expansion. Deal Wins/Pipeline: Total order intake stood at $593 Mn during the quarter, with six large deals signed across North America, Europe, and APAC. The executable order book for the next 12 months rose 30.4% YoY to $1.72 Bn, reflecting strong revenue visibility. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.
Brief India: Gravita India Ltd. - Capacity Expansion Sets the Stage for Earnings Re-Acceleration; Maintain BUY and more
In this briefing: Gravita India Ltd. - Capacity Expansion Sets the Stage for Earnings Re-Acceleration; Maintain BUY Kotak Mahindra Bank Ltd. - Unsecured Stress Ebbs; NIM Improvement Remains Key Monitorable! DCB Bank Ltd - Steady Quarter; Improving Profitability with Balanced Growth Levers! Exencial Industry Tiding India Fintech: Who Survives the PIDF Subsidy Cliff? 1. Gravita India Ltd. - Capacity Expansion Sets the Stage for Earnings Re-Acceleration; Maintain BUY Volumes Constrained by Temporary Factors: Overall volumes recorded a marginal sequential uptick in Q3FY26. Plastics witnessed a sharp rebound, with volumes rising 55% QoQ to 3,162 tonnes. Lead volume growth was below expectations due to delays in capacity expansion. 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. Kotak Mahindra Bank Ltd. - Unsecured Stress Ebbs; NIM Improvement Remains Key Monitorable!
Brief India: Gravita India Ltd. - Capacity Expansion Sets the Stage for Earnings Re-Acceleration; Maintain BUY and more
In this briefing: Gravita India Ltd. - Capacity Expansion Sets the Stage for Earnings Re-Acceleration; Maintain BUY Kotak Mahindra Bank Ltd. - Unsecured Stress Ebbs; NIM Improvement Remains Key Monitorable! DCB Bank Ltd - Steady Quarter; Improving Profitability with Balanced Growth Levers! Exencial Industry Tiding India Fintech: Who Survives the PIDF Subsidy Cliff? 1. Gravita India Ltd. - Capacity Expansion Sets the Stage for Earnings Re-Acceleration; Maintain BUY Volumes Constrained by Temporary Factors: Overall volumes recorded a marginal sequential uptick in Q3FY26. Plastics witnessed a sharp rebound, with volumes rising 55% QoQ to 3,162 tonnes. Lead volume growth was below expectations due to delays in capacity expansion. 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. Kotak Mahindra Bank Ltd. - Unsecured Stress Ebbs; NIM Improvement Remains Key Monitorable!
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