Demand remained subdued, with some large deal closures slipping into early Q2 despite healthy TCV momentum; while mgmt reiterated its 1315% rev CAGR aspiration, achieving it remains challenging amid... .
DolatCapital believes PearlGlobal is entering a multi-year growth phase, supported by structural tailwinds including China+1 sourcing, supplier consolidation towards large compliant manufacturers,... .
Following the recent run-up in the stock price, Bajaj Consumer's risk-reward has turned less favorable with near-term positives already reflected in valuations ... .
Inflation revival, accelerated store additions and moderation of competition from Qcom are potential triggers. Thus the brokerage expects DMart to deliver a 17% earnings CAGE over FY26-28E ... .