The emphasis will be high on levers to increase margins, especially noting that pricing increase is difficult in the current environment and trade-offs involved given aggressive cost controls. The brokerage expected investor to focus on the reasons for revenue growth underperformance versus peers, underwhelming margins despite multiple measures to improve it from recent lows, deal pipeline, pricing leverage, telecom deal momentum, especially related to 5G networks.
Bond supply may outweigh demand, push yields higher
Bond yields in India are anticipated to increase in the latter half of this fiscal year. This rise is primarily due to higher government borrowing
September 30, 2026