Earnings Analysis

Wipro’s Q1FY26: Big Deal Wins, Margins Hold, but Growth Still Sluggish

Big Deals, Flat Revenues, and Why the Next Quarter Matters Most

12 hrs ago •

Sabiduria Capital

and

Rishab Khandelwal

Turning the Dial: Tech Mahindra's Q1FY26 Signals Progress, but Hurdles Remain

Steady Hands Amid Shifting Sands

13 hrs ago •

Sabiduria Capital

and

Rishab Khandelwal

HCL Tech Q1 FY26: Navigating Margin Pressures with a Focus on AI and Specialized Talent

Dissecting the Q1 Results: Margin Cuts, Restructuring, and the Big Bet on AI

Jul 15 •

Sabiduria Capital

and

Rishab Khandelwal

TCS Q1FY26 Results Decoded: Margin Wins, Growth Questions

Margin Muscle, Growth Hiccups: TCS’s Q1 Earnings and the AI-Led Horizon

Jul 11 •

Sabiduria Capital

and

Rishab Khandelwal

Accenture's AI-Driven Growth Sets the Stage for Indian IT's Mixed Q1FY26 Outlook: What to Expect from Upcoming Results Season?

How Accenture's GenAI bookings and strategic reinvention offer a roadmap for Indian IT companies navigating demand uncertainty and the promise of…

Jul 7 •

Sabiduria Capital

and

Rishab Khandelwal

Indian IT Services Q4FY25 Results So Far: TCS vs. Infosys vs. Wipro

The Q4FY25 results of India’s top IT services firms—TCS, Infosys, and Wipro—reflect divergent trajectories amid macroeconomic uncertainties.

Apr 22 •

Sabiduria Capital

TCS Q3FY25 Results: Deal Momentum picks up hinting at bottoming out of Discretionary Spend Slump

The results were described as "modest," but positive management commentary led to a 5% jump in TCS shares following the announcement

Jan 10 •

Sabiduria Capital

Indian IT Services Q3FY25 Results Preview: Analyzing the Mixed Bag for Indian IT Companies

With TCS to kickoff the Results season on 9th January, how to make sense of the upcoming results season for IT sector?

Jan 8 •

Sabiduria Capital

Superb Accenture Q1FY25 Results. Why did Indian IT Stocks fall despite the good news?🔻📉

Scratching your head wondering why Indian IT stocks bled today while Accenture posted stellar results? Read below to find out👇

Dec 20, 2024 •

Sabiduria Capital

Coforge Q2FY25 Earnings - When Ambition meets Execution! 🔥🔥🔥

Stellar Results, Medium term tailwinds of rise of GCCs in India, and Cloud Capex making a comeback, this company makes a strong case of being in your…

Nov 15, 2024 •

Sabiduria Capital

Saksoft Q2FY25 Earnings - Revenue growth of 13.1% y-o-y - Should this company be in your watchlist?

Capability driven Acquisitions, Tailwinds from AI and with Sales momentum picking up, let's take a look at what the management had to say about its…

Nov 14, 2024 •

Sabiduria Capital

Affle India - Q2FY25 Revenue grows 25.9% y-o-y & Profit up 37.7% y-o-y

Company expects the Topline to grow at 20% and the profits to compound at a CAGR of 25% for next 5 years. GenAI, Privacy laws and Antitrust rulings to…

Nov 13, 2024 •

Sabiduria Capital

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