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Cyient DLM (CYIENTDL IN) – Q4FY26 Result Update – Robust Pipeline & B2S Momentum to Drive FY27 Growth – HOLD
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Building Materials – Event Update – Morbi Restart on Improving Gas Supply
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Insurance – Monthly Update – Growth momentum sustains; outlook remains watchful
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Tata Elxsi (TELX IN) – Q4FY26 Result Update – Growth under pressure, Recovery timeline uncertain – Downgrade to ‘HOLD’
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Persistent Systems (PSYS IN) – Q4FY26 Result Update – Resilient growth & outlook amid macro uncertainty – BUY
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HCL Technologies (HCLT IN) – Q4FY26 Result Update – Q4 disappoints, cautious FY27 guidance amid headwinds – Downgrade to ‘REDUCE’
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Building Materials – Sector Update – PVC Normalization and Agri Demand to Drive Growth
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Nestle India (NEST IN) – Q4FY26 Result Update – Strong volume led growth continues – Upgrade to ‘Accumulate’
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Technical Newsletter: 21-Apr-2026
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India Strategy – Geopolitical mess clouds economy and markets
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Information Technology – Thematic Report – AI Led repositioning underway for next demand cycle
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Technical Newsletter: 20-Apr-2026
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PL Derivatives Desk – STAR CALL
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HDFC Bank (HDFCB IN) – Q4FY26 Result Update – Deposit accretion and LCR remain key monitorables – BUY
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ICICI Bank (ICICIBC IN) – Q4FY26 Result Update – Earnings quality continues to remain best-in-class – BUY
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Technical Newsletter: 17-Apr-2026
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HDFC Asset Management Company (HDFCAMC IN) – Q4FY26 Result Update – New TER guidelines may not have a material effect – BUY
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HDFC Life Insurance Company (HDFCLIFE IN) – Q4FY26 Result Update – Growth falls short; FY27 to see recovery – BUY
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Wipro (WPRO IN) – Q4FY26 Result Update – Weak start to another challenging year – Downgrade to ‘HOLD’
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Technical Newsletter: 16-Apr-2026
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PL Derivatives Desk – STAR CALL
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Technical Newsletter: 15-Apr-2026
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Artificial Intelligence – Cross Sector Thematic – Powering AI Supercycle: Decoding Data center capex
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ICICI Prudential Asset Management Company (ICICIAMC IN) – Q4FY26 Result Update – Highest net flow market share in active equity – BUY
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Deepak Nitrite (DN IN) – Company Update – Capacity Additions Threaten Polycarbonate Margins – Downgrade to ‘REDUCE’
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Technical Newsletter: 13-Apr-2026
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Technical Newsletter: 10-Apr-2026
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Asset Management Companies – Jan-Mar’26 Earnings Preview – Weak quarter due to equity correction in Mar’26
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Banks – Jan-Mar’26 Earnings Preview – Loan growth led by seasonality & stretched WC
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Tata Consultancy Services (TCS IN) – Q4FY26 Result Update – In line quarter, but FY27 looks blurry – BUY
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