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Reports Archive
Date Heading Pages Author Download
Jan-12 Double-digit Dec quarter, but focus on 2012 budgets 10 Goldman Sachs
Jan-12 Indian IT sector Q3FY12E Result preview 3 Sunidhi
Jan-12 Tug of War (Volume Growth v/s Currency Depreciation) 11 Prabhudas Lilladher
Jan-12 Discretionary dilemma 11 ICICI Securities
Jan-12 Earnings upgrades led by lower currency assumptions 8 Emkay Research
Jan-12 Earnings preview for quarter ended December 2011 8 BRICS
Dec-11 Operational momentum to benefit Mahindra Satyam 40 Credit Suisse
Dec-11 Revisiting estimates factoring demand & currency 24 PINC Research
Dec-11 Quantum of Solace 32 Dolat Capital
Dec-11 Operating leverage at play 20 Prabhudas Lilladher
Dec-11 Continental Europe - opportunity in adversity 57 Deutsche Bank
Nov-11 Rupee hits all-time low; we upgrade FY13E EPS 8-11% 7 Nirmal Bang
Nov-11 Alert: Cognizant Q3: Implication for Indian IT Services 10 Citi
Oct-11 IT Services Takeaways from Infosys Call 10 Citi
Oct-11 Takeaways from the TPI 3Q11 call 5 HSBC
Oct-11 HCL and Infosys better placed to gain from currency tailwinds 8 Goldman Sachs
Oct-11 Earnings preview for quarter ended September 2011 8 BRICS
Oct-11 2QFY12 preview 4 IIFL
Oct-11 Q2FY12 Results Preview 11 PINC Research
Oct-11 IT - Q2FY12 Results Estimates 11 Khandwala Securities
Oct-11 Oracle 1Q: positive implications for Indian IT 8 Nomura Securities
Sep-11 IT Services 16 Goldman Sachs
Sep-11 Accenture FY11 Earnings - Implications for Indian IT 8 Citi
Sep-11 Indian IT Services 6 HSBC
Sep-11 Valuations attractive 13 India Infoline
Sep-11 Indian IT services 7 HSBC
Sep-11 PINC Quick Bite 6 PINC Research
Sep-11 Citi Global Tech Conference: Key Takeaways 9 Citi
Sep-11 Trimming estimates for Tier II coverage 19 Emkay Research
Sep-11 Macro Uncertainty to Weigh on Earnings and Multiples 37 Citi
Aug-11 IT Sector Update 21 Khandwala Securities
Aug-11 Q1FY12 : IT & Education Result Summary 22 Unicon Financial
Aug-11 IT Sector Review 16 PINC Research
Aug-11 Global slowdown drives downgrade of top-tier IT stocks 6 Nirmal Bang
Aug-11 Indian IT Growth Trajectory Intact, Stocks Correction Overdone 4 Dolat Capital
Jul-11 Jun '11 Preview: Margin Drop To Offset Revenue Growth 6 Anand Rathi
Jul-11 All Eyes On Infosys' Earnings Guidance 5 Edelweiss Research
Jul-11 Q1FY12 Results Preview 12 PINC Research
Jul-11 IT - Q1FY12 Results Est. 9 Khandwala Securities
Jul-11 Expect good quarter; performance to be driven by beats 7 Religare Research
Jun-11 Positive read-across for India IT from ACN and ORCL results 8 HSBC
Jun-11 Pockets of strength in weak midcap space 74 BRICS
Jun-11 Information Technology Update 6 Religare Research
Jun-11 IT Services - Sector Update 16 PINC Research
Jun-11 IT Services 8 IDBI Capital
Jun-11 FY11: Return ratios robust; cash conversion drops 19 Religare Research
Jun-11 Newer terms of engagement 74 Nirmal Bang
Apr-11 Cognizant guidance will be the driver 9 Centrum Research
Apr-11 Currency a key variable 4 Religare Research
Apr-11 Setting tone for a robust FY12 17 ICICI Securities
Apr-11 Q4FY11 Result Preview 14 PINC Research
Apr-11 Positive signals on discretionary spending likely 38 Nomura Securities
Apr-11 Moderate 4Q. Focus on FY12 outlook 8 HSBC Global Research
Apr-11 A meek precursor to a strong year 4 India Infoline
Apr-11 Q4FY11 - Expect a modest quarter, focus on Infy guidance 8 Religare Research
Mar-11 IT Secttor on move 3 Anand Rathi
Mar-11 Market share gains to continue, but no earnings upgrades anticipated 7 Edelweiss Securities
Mar-11 Key takeaways from NASSCOM & HSBC Investor Conference 14 HSBC Global Research
Mar-11 Indian IT Services - Party is still on 35 IDFC
Mar-11 Midcap Analyser: Large and mid cap performance divergence continues, stay selective in the space 26 Religare Research
Feb-11 IT Services - Cloud Building Drives Consulting; Global Consumers Powers Payment Rails 48 Goldman Sachs
Feb-11 Rear View (OND-10) - Momentum Gaining Strength 10 Probhudas Lilladher
Feb-11 Forensic analysis of Tier 1 IT companies 11 ICICI Securities
Feb-11 Cognizant results endorse robust demand for offshore services 4 Edelweiss Securities
Feb-11 Cognizant results: Indicating good CY11 beginning 3 Prabhudas Lilladher
Feb-11 IT Services - The Next Big Leap 20 PINC Research
Jan-11 Resurgence Of Offshore Growth Story 8 Edelweiss Research
Jan-11 Seasonally Weak Quarter; Volume Growth May Present Positive Surprise 5 IDBI Capital
Jan-11 Don't Wait For Robins Or Spring Will Be Over 4 Prabhudas Lilladher
Dec-10 Q3FY11 Result Preview 12 PINC Research
Dec-10 Oracle & Accenture Result - Indicates Strong Tailwind For Tier-1 2 Prabhudas Lilladher
Dec-10 TCS Versus Infosys: 10-Point Evaluation 8 IDBI Capital
Nov-10 Cognizant Result - Positive Read Thru For Tier-1 It Services 3 Prabhudas Lilladher
Oct-10 Information Technology : Large Cap Potential Valued For Now... 60 IDBI Capital
Oct-10 India IT Services - Sep '10 preview : Recovery still to be volume-led 7 Anand Rathi
Oct-10 Q2FY11 Result Preview 8 Pinc Research
Oct-10 IT : Market Share Gains To Continue 6 Edelweiss Research
Oct-10 IT - 2QFY11 Results Preview 11 Khandwala Securities
Sep-10 DTC - Neutral to marginal negative for Indian IT 3 Prabhudas Lilladher
Aug-10 IT Industry - NASSCOM Delegation, China 7 Anand Rathi
Aug-10 IT Conference 2010 - Unleashing Potential 52 Edelweiss Research
Aug-10 Impact Of High Attrition And Supply Side Concerns On Indian IT Sector 6 Motilal Oswal
Jul-10 IT – 1QFY11 Results Preview 11 Khandwala Securities
Jul-10 IT - Robust Demand Environment Continues 6 Edelweiss
Jul-10 Indian Technology : EU-'Phoria' Or EU-'Phobia' – Part 2 5 Prabhudas Lilladher
Jun-10 Indian Technology EU-'Phoria' Or EU-'Phobia' 7 Prabhudas Lilladher
Jun-10 IT Services - Reassessing Growth Scenario 9 Pinc Research
Apr-10 Accelerating Out Of Downturn; But Sector Performance To Take A Breather 5 Edelweiss
Apr-10 IT - 4QFY10 Result Preview 12 Khandwala Securities
Apr-10 Q4FY2010 IT Earnings Preview 3 Sharekhan
Mar-10 How Do Volatile Exchange Rates Impact Indian IT? 6 Edelweiss
Feb-10 Cost-Cutting By Itself May Not Be A Sustainable Theme In Indian IT 3 Edelweiss
Jan-10 Q3FY2010 IT earnings preview 3 Sharekhan
Jan-10 India IT Services - Dec '09 preview; sustainable growth 7 Anand Rathi
Jan-10 IT - 3QFY10 Result Preview 7 Khandwala Securities
Dec-09 The Indian IT enterprise of 2010 and beyond 21 Edelweiss
Nov-09 Are TCS And Wipro Pulling Ahead Of Infosys? 8 Edelweiss
Oct-09 IT - 2QFY10 Result Preview 6 Khandwala Securities
Sep-09 Information Technology - Racing for pole position 163 Edelweiss
Sep-09 KSL - Sector Update 11 Khandwala Securities
Sep-09 Optimism Trickling In With Near Term Spend Flush 8 Emkay Research
Jul-09 Five Themes In The Stabilising Macro-Environment 7 Edelweiss
Jul-09 IT Services - Helping hand from the Union budget emerges 2 Emkay Research
Jun-09 Accenture's Q3FY09: What are near-term implications for Indian IT? 4 Edelweiss Securities
Jun-09 Infosys Versus TCS FY09 Annual Report Analysis: Ten Conclusions 10 Edelweiss
Jun-09 Viewing Valuations Through A Three-Fold Prism; Richness On Several Counts 4 Edelweiss
Jun-09 The S&M Misnomer: Lessons From Infosys 6 Edelweiss
May-09 IT - Unraveling the secret sauces of FY09 performance 5 Edelweiss Securities
May-09 KSL - IT Sector Update 8 Khandwala Securities
Apr-09 IT to bulge or not to bulge? 10 Edelweiss Securities
Apr-09 IT Services - Waiting to hear; Time to tone down optimism??? 9 Emkay Research
Apr-09 IT - 4QFY09 Results Preview 6 Khandwala Securities Limited
Mar-09 Variable wage payout in FY10 is no fair game 3 Edelweiss
Feb-09 IT Services coverage universe: valuation and metrics. 22 The Goldman Sachs Group, Inc.
Feb-09 Readings From CTSH Results 2 Emkay Research
Feb-09 Constant Currency - Does It Really Explain All That It Should? February 8 Edelweiss
Feb-09 IT Result Review - Lacking visibility; looming uncertainty 8 Edelweiss Securities
Jan-09 IT - We may have not seen the bottom yet: 10 conclusions 6 Edelweiss Securities
Jan-09 Fact Sheet: Consolidated Financial Data, Thrid Quarter, 2008-09 10 Infosys
Jan-09 IT - How will the Satyam pie get redistributed? 4 Edelweiss Securities
Jan-09 IT - Weighing consequences of Satyam on Indian IT and India Inc. 6 Edelweiss Securities
Jan-09 IT Services Sector - Implications for the sector post the Satyam fiasco 3 Emkay Research
Jan-09 Mastek Oct-Dec 2008 Quarter Total Income Up 19% Year-on-year At Rs 256 Cr 5 Mastek
Jan-09 IT - 3QFY09 Results Preview 5 Khandwala Securities
Jan-09 IT - Confidence and catalysts still at bay 7 Edelweiss Securities
Jan-09 IT Services Result Preview - Weak results coming 6 Emkay Research
Dec-08 India Computer Services - First time, volumes could fall sequentially 10 Merrill Lynch
Dec-08 Technology Sector - Stress increasing by the month 10 Prabhudas Lilladher
Nov-08 India IT Services - Macro meltdown blues; Initiate at Underweight; Sell INFY 111 Anand Rathi
Nov-08 Information Technology - Motilal Oswal 16 Motilal Oswal
Nov-08 SG&A Leverage Of Indian It: Fact Or Myth? 8 Edelweiss Securities
Oct-08 IT Fact Sheet 4 Edelweiss Securities
Oct-08 IT Services Update - Infy lowers the bar, CTSH hangs on 2 Emkay Research
Oct-08 IT - Testing times now beginning to test distressed valuations 7 Edelweiss Securities
Oct-08 IT - When pricing becomes a mirage 8 Edelweiss Securities
Oct-08 Sector IT Update - 2QFY09 Results Estimates 4 Khandwala Securities
Sep-08 IT - Accenture defies the environment with continued solid traction 6 Edelweiss Securities
Sep-08 Global Woes Spreading Like Wildfire 5 Edelweiss
Sep-08 IT - From The Frying Pan Into The Fire 5 Edelweiss Securities
Aug-08 IT Fact Sheet 4 Edelweiss
Aug-08 The Pessimist Camp Versus The Optimist Camp 7 Edelweiss Securities
Jul-08 IT Q1FY09 Result Preview 4 Khandwala Securities
Jun-08 Indian IT Companies: The Clock Is Ticking 19 Edelweiss
Jun-08 Education Sector Report 84 Angel Broking
May-08 IT Sector Result Review 7 Edelweiss
May-08 Software Sector Update 2 Angel Broking
May-08 KSL - IT Sector Update 4 Khandwala Securities
May-08 IT Services Update - See limited upside; Raise Red flags 3 Emkay Securities
Apr-08 Indian IT & IT-enabled Services Industry 9 Virtus Global Partners
Apr-08 IT Services Result Preview 3 Emkay Securities
Apr-08 IT Q4FY08 Result Preview 8 Edelweiss
Apr-08 IT Services Update - Accenture results defy ‘weak' Oracle results 3 Emkay Securities
Jan-08 IT Sector Update 5 Edelweiss
Jan-08 Quarterly Preview FY08 IT 5 Networth Broking
Jan-08 IT Q3FY08 Result Preview 10 Edelweiss
Dec-07 IT - Selectively knocking on value's door 13 Edelweiss
Oct-07 IT sector update 12 Edelweiss
Oct-07 IT Sector Result Preview 7 Edelweiss
Sep-07 IT Sector Update 2 Angel Broking
Aug-07 IT Services - Sector Update 4 Karvy
Jul-07 Riding On A Thin Line... 9 Networth Broking
Jul-07 Q1FY08 Quarterly Preview 14 Karvy
Jul-07 IT Q1FY08 result preview 8 Edelweiss
Jun-07 IT Sector Update 6 Edelweiss
May-07 IT Company Fact Sheet 4 Edelweiss
Apr-07 Infotech Enterprises - Investor presentation 13 Infotech Enterprises
Apr-07 Infotech Enterprises - Earnings Release 5 Infotech Enterprises
Apr-07 Patni Computer Systems - Investor presentation 11 Patni Computer Systems
Apr-07 Prithvi Solutions - Investor presentation 5 Prithvi Solutions
Apr-07 Satyam Computers - Earnings Release 38 Satyam Computers
Apr-07 Satyam Computers - Earnings Release 26 Satyam Computers
Apr-07 Satyam Computers - Earnings Release 6 Satyam Computers
Apr-07 Satyam Computers - Investor presentation 17 Satyam Computers
Apr-07 Wipro - Earnings Release 28 Wipro
Apr-07 Wipro - Earnings Release 10 Wipro
Apr-07 Wipro - Earnings Release 18 Wipro
Apr-07 Wipro - Earnings Release 7 Wipro
Apr-07 Hexaware - Earnings Release 8 Hexaware
Apr-07 HCL Tech - Investor presentation 22 HCL Tech
Apr-07 TCS - Earnings Release 1 TCS
Apr-07 Mastek - Investor presentation 8 Mastek
Apr-07 Mastek - Investor presentation 7 Mastek
Apr-07 Mastek - Press Release 4 Mastek
Apr-07 Infosys Technologies - Earnings Release 1 Infosys Technologies
Apr-07 TCS - Investor presentation 4 TCS
Apr-07 TCS - Press Release 3 TCS
Apr-07 TCS - Investor presentation 33 TCS
Apr-07 TCS - Press Release 8 TCS
Apr-07 Infosys - Technologies Press Release 18 Infosys Technologies
Apr-07 Infosys - Technologies Press Release 10 Infosys Technologies
Apr-07 Infosys - Technologies Press Release 5 Infosys Technologies
Apr-07 Infosys - Technologies Press Release 9 Infosys Technologies
Apr-07 Infosys - Technologies Investor presentation 7 Infosys Technologies
Apr-07 iGATE - Press release 3 iGATE
Apr-07 IT Sector - Result Preview 37 Edelweiss
Apr-07 A global survey on sourcing today 36 KMPG
Mar-07 Emerging IT Leaders 53 Edelweiss
Mar-07 Budget Impact On Software Field 4 Emkay Securites
Feb-07 Hexaware - Earnings Release 11 Hexaware
Feb-07 MphasiS - Analyst Call Transcript 19 MphasiS
Jan-07 Blue Star Infotech - Earnings Release 2 Blue Star Infotech
Jan-07 Blue Star Infotech - Earnings Release 2 Blue Star Infotech
Jan-07 Subex Azure - Investor Presentation 7 Subex Azure
Jan-07 Subex Azure - Earnings Release 3 Subex Azure
Jan-07 GTL - Investor Presentation 11 GTL
Jan-07 GTL - Investor Presentation 13 GTL
Jan-07 GTL - Earnings Release 3 GTL
Jan-07 iGATE - Analyst Call Transcript 16 iGATE
Jan-07 Wipro - Analyst Call Transcript 22 Wipro
Jan-07 Wipro - Analyst Call Transcript 23 Wipro
Jan-07 i-flex - Press release 5 i-flex
Jan-07 i-flex - Earnings Release 6 i-flex
Jan-07 i-flex - Earnings Release 5 i-flex
Jan-07 Tech Mahindra - Earnings Release 1 Tech Mahindra
Jan-07 Satyam - Press release 5 Satyam
Jan-07 Satyam - Investor Presentation 13 Satyam
Jan-07 3i Infotech - Earnings Release 3 3i Infotech
Jan-07 NIIT - Earnings Release 4 NIIT
Jan-07 Wipro - Earnings Release 9 Wipro
Jan-07 Wipro - Investor Presentation 12 Wipro
Jan-07 NIIT - Earnings Release 2 NIIT
Jan-07 Tulip IT Services - Earnings Release 2 Tulip IT Services
Jan-07 Tulip IT Services - Earnings Release 3 Tulip IT Services
Jan-07 TCS - Analyst Call Transcript 34 TCS
Jan-07 TCS - Earnings Release 2 TCS
Jan-07 TCS - Earnings Release 2 TCS
Jan-07 HCL Technologies 23 HCL Tech
Jan-07 Mastek - Earnings Release 6 Mastek
Jan-07 Infosys Tech - Analyst Call Transcript 14 Infosys Tech
Jan-07 Infosys - Earnings Release 7 Infosys
Jan-07 iGATE - Investor Presentation 11 iGATE
Nov-06 Quarterly IT Sector Update 11 ETIG
Oct-06 Highlights of the Results : Wipro 9 Wipro
Oct-06 HCL Tech : Investor Presentation 14 HCL
Oct-06 IBM's Jun-Sep06 Quarter Earnings Presentation 27 IBM
Oct-06 Infosys - Analyst Call Transcript 18 Infosys
Oct-06 TCS - Analyst Call Transcript 36 TCS
Oct-06 Polaris - Analyst Call Transcript 18 Polaris
Oct-06 IT SECTOR - RESULT PREVIEW 32 Edelweiss
Aug-06 1Q07 Quarter Update: IT 10 ETIG
Jun-06 Multiple levers negate rising wage costs 33 Emkay Research
May-06 Winning Global Market 88 Edelweiss
Apr-06 IT Results Preview 2 Sharekhan
Mar-06 Taiwan IT Sector Update 12 MIC
Mar-06 IT Sector Update 5 Karvy
Feb-06 Shareholding Pattern in IT Sector 5 Edelweiss
Jan-06 IT Sector Record first-half PC sales, Market grows beyond 2.3 million units 5 MAIT
Nov-05 IT Sector Report 40 ENAM
Sep-05 Offshoring in the financial services industry: Risks and rewards 27 PWC
2005 The Evolution of BPO Industry in India 40 PWC
2005 Information Technology - India 32 IBEF
2005 IT Enabled Services - India 28 IBEF
Aug-05 ETIG IT Sector Report - Aug 2005 14 ETIG
Jul-05 MAIT Annual Review 2003 - 04 27 MAIT
Jul-05 MAIT Annual Review 2004 - 05 27 MAIT
Jun-05 ETIG IT Sector Report - June 2005 13 ETIG
Mar-04 SEICMM - March 2004 31 CMM
Jul-03 MAIT Annual Review 2002 - 03 32 MAIT