Fundamental Analysis (Long term)

AEQUS ARAVIND MELLIGERI Have An Order Book Of Over $1 Bn, Up Over 10% QoQ Capex Seen At ₹660 Cr Consumer Electronics Will Be A Growth Area For Co Risk Mainly Emanates From Supply Chain Issues Due To The West Asia Crisis

RAMANI DATHI, TEAMLEASE SERVICES Have Seen Positive Trends In IT Services, Was Lagging For The Last 3 Years IT Cos Are Looking To Hire Employees With Al/ML Skill Sets Early Hiring Trends Are Soft In Retail & FMCG Due To Delayed Monsoons Overall Hiring Trends In Non-IT Could Be…

PUNITA KUMAR SINHA PACIFIC PARADIGM ADVISORS The Hype Around Al Is Settling Into A Reality Check China Developing Al Models At Much Lower Costs Vs US See Foreign Investors' Investments Coming Back Into India Financials Posting Good Results, NBFCs Strong Compounders Have A…

Tilaknagar Industries: Guidance - - Concall Update • For FY '27, the combined business is expected to achieve high-single-digit to low-double-digit volume growth, with an upgrade to mid-teens annual volume growth for the next couple of years from FY '28 onwards due to new…

KPIT TECHNOLOGIES: MANAGEMENT COMMENTARY • Competition from China impacted business in Japan and Europe • Middle East war acted as a major headwind during Q1 • Q1 was impacted by higher costs, salary cuts and order cancellations • Company is focusing more on automotive software…

PIRAMAL PHARMA Says Expect Healthcare Biz To Grow In Mid-Teens In Q2 Consumer & Healthcare Biz Showed Impressive Growth