TATAELXSI.NSE

Tata Elxsi Ltd

TCS and Tata Elxsi announced key business updates after market hours. TCS strengthened its partnership with ABB in AI and digital solutions, while Tata Elxsi launched a global development centre with Terumo in Pune. These moves highlight strong growth plans in AI, healthcare, and technology, making the stocks important to watch.

PUNE, India, March 19, 2026 /PRNewswire/ -- Tata Elxsi, a global leader in design and technology services, and Terumo Corporation, a global medical innovation company, today inaugurated the 'Terumo–Tata Elxsi Offshore Development Center'. This dedicated center will support the development...

In this briefing: Global Active Fund Regional Positioning: US Underweight, EM Rotation, and Europe’s Structural Bias HSIE Results Daily: ABB India Mphasis: Navigating AI-Led Deflation Via Robust TCV. Maintain ADD Dalmia Bharat: Healthy Demand Outlook, Expansions on Track. Maintain BUY Tata Elxsi: Core Growth Revival. Maintain ADD 1. Global Active Fund Regional Positioning: US Underweight, EM Rotation, and Europe’s Structural Bias Global portfolios remain structurally underweight the US while maintaining a persistent overweight to developed Europe. Active capital has rotated toward EM’s Big Four, led by renewed engagement in Taiwan and China. TSMC, Tencent and Alibaba sit at the centre of recent regional rotation across global portfolios. 2. HSIE Results Daily: ABB India ABB India Ltd (ABB) reported a stable quarter with revenue/EBITDA/APAT beat/(miss) of +4.0/5%/in line respectively ABB’s Q4CY25 order inflow (OI) stood at INR 40.9bn (+52%/+19.5%YoY/QoQ) and the backlog (OB) stood at INR 104.7bn as of Dec’25 (0.77x CY25 revenue) ABB plans to expand across 23 segments with a strategic focus on renewables, electronics, data centers, and grid modernization, positioning itself to benefit from an anticipated resurgence in private capex in 2026 supported by favorable policies and trade agreements such as the India-EFTA deal Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: HSIE Results Daily: ABB India Mphasis: Navigating AI-Led Deflation Via Robust TCV. Maintain ADD Dalmia Bharat: Healthy Demand Outlook, Expansions on Track. Maintain BUY Tata Elxsi: Core Growth Revival. Maintain ADD Primer: Kross (KROSS IN) - Feb 2026 1. HSIE Results Daily: ABB India ABB India Ltd (ABB) reported a stable quarter with revenue/EBITDA/APAT beat/(miss) of +4.0/5%/in line respectively ABB’s Q4CY25 order inflow (OI) stood at INR 40.9bn (+52%/+19.5%YoY/QoQ) and the backlog (OB) stood at INR 104.7bn as of Dec’25 (0.77x CY25 revenue) ABB plans to expand across 23 segments with a strategic focus on renewables, electronics, data centers, and grid modernization, positioning itself to benefit from an anticipated resurgence in private capex in 2026 supported by favorable policies and trade agreements such as the India-EFTA deal Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.