Nifty200 Quality 30 News and Updates

Name: Latest research reports of Tata Elxsi Ltd. authored by Prabhudas Lilladhar and published by - Trendlyne research reports.
Item: Tata Elxsi Ltd.
Rating: 1
Author: Prabhudas Lilladhar

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HCL Technologies Ltd.

11 Jul 2025

1562.80

-0.23%

HCL Tech Q1 preview: What to expect amid tariff jitters, seasonal weakness

Business Standard

HCL Technologies is expected to post a 3.76 per cent decline in net profit for the first quarter, sequentially

Number of FII/FPI investors decreased from 1512 to 1480 in Mar 2025 qtr

Bharat Petroleum Corporation Ltd.

11 Jul 2025

347.85

-0.06%

Nomura bullish on OMCs, sees BPCL as top pick with 26% upside

Business Standard

So far this calendar year, the BSE oil and gas index has delivered gains of nearly 8 per cent.

Bharat Petroleum Corporation Ltd. is trading above all available SMAs

Tata Elxsi Ltd.

11 Jul 2025

6311.00

-1.08%

Tata Elxsi (TELX IN) Q1FY26 Result Update Optimistic...

Sell: Tata Elxsi Ltd.

Prabhudas Lilladhar

Margins declined sharply due to missing operating leverage in Q1 The revenue de-growth was in line with our estimates, largely attributed to M&C and H&L, while Transportation business reported flat QoQ CC vs -9.7% QoQ CC in Q4. The transportation business growth is negatively impacted by Tier-1 suppliers, otherwise the deal ramp ups on the Auto OEMs have improved of late and compensating the weakness against Tier-1. The management sounded optimistic to drive growth within Transportation from Q2, while M&C would recover from Q3 led by large deal ramp up. The timely ramp ups of the...

Number of FII/FPI investors decreased from 604 to 584 in Mar 2025 qtr

Tata Consultancy Services Ltd.

11 Jul 2025

3233.10

-0.59%

Tata Consultancy Services (TCS IN) Q1FY26 Result Update ...

Buy: Tata Consultancy Services ...

Target

Prabhudas Lilladhar

outlook, evident through weak Q1 deal TCV in BFS. We expect FY26 international growth largely to be flat CC, which translates to an ask-rate of ~0.6% CQGR, while we expect the BSNL add-on will support the growth in Q2/Q3 before it sees further ramp-down in Q4. On the margins, utilization and rationalizing employee pyramid are the major levers, however the low-margin add-on BSNL deal would continue to weigh on FY26 margins. We are adjusting our revenue estimates for the quarterly miss while keeping our margins broadly unchanged. We expect CC revenue to decline by 1.4% in FY26E followed by a...

Tata Consultancy Services Ltd. is trading below all available SMAs

Tata Consultancy Services Ltd.

11 Jul 2025

3233.10

-0.59%

Tata Consultancy Services: Q1FY26 Result Review

Hold: Tata Consultancy Services ...

Recommendation

IDBI Capital

In Q1 FY26, TCS saw a 3.1% year-on-year drop in revenue in constant currency due to delays in discretionary spending caused by global economic and geopolitical issues. Operating margin was 24.5% (up 30bps; impact on utilization partially offset by 3rd party cost and currency). Despite short-term weakness, especially in banking and consumer sectors, TCS signed USD 9.4bn in deals TCV, up 13.2%YoY. Demand was strong in areas like Generative AI, cloud, and platform modernization. While North America and UK banking (Life & Pension) sector showed slight growth, delays in project ramp-ups and longer execution...

Geojit BNP Paribas increased Buy price target of Tata Consultancy Services Ltd. to 3691.0 on 15 Jul, 2025.

Tata Consultancy Services Ltd.

11 Jul 2025

3233.10

-0.59%

Result Update:TCS

Hold: Tata Consultancy Services ...

Target

Axis Direct

With a strong deal pipeline across business verticals, new partnerships, and higher adoption for new-age technologies, we believe TCS will gradually begin recovery from H2FY26. Hence, we resume our coverage with a HOLD rating on the stock.

Tata Consultancy Services Ltd. has lost -23.92% in the last 6 Months

Tata Consultancy Services Ltd.

11 Jul 2025

3233.10

-0.59%

Tata Consultancy Services (HOLD): Slowdown intensified. Impacting multiple sectors and margins

Hold: Tata Consultancy Services ...

Target

BOB Capital Markets Ltd.

1QFY26 was weaker than expected on both international and BSNL fronts. Even BFSI on a QoQ basis was impacted (Europe driven)

Tata Consultancy Services Ltd. has lost -23.92% in the last 6 Months

Tata Elxsi Ltd.

11 Jul 2025

6311.00

-1.08%

Weak print; deal ramp-ups from Q2FY26

Sell: Tata Elxsi Ltd.

Target

ICICI Securities Limited

TATA Elxsi (TELX) reported a disappointing print vs I-Sec’s already muted estimates. Q1FY26 marks the fourth straight quarter of muted revenue performance.

Tata Elxsi Ltd. has gained 27.99% in the last 3 Months

Tata Consultancy Services Ltd.

11 Jul 2025

3233.10

-0.59%

Tata Consultancy Services Ltd Q1FY26

Buy: Tata Consultancy Services ...

Deven Choksey

We have revised our FY26E/FY27E EPS estimate by -1.7%/-3.6% respectively, led by lower revenue conversion on the back of reduced demand. We value TCS at 25.0x Jun’27 EPS (~10-year avg NTM P/E), implying a target price of INR 4,067.

Number of FII/FPI investors decreased from 1828 to 1797 in Mar 2025 qtr

Nestle India Ltd.

10 Jul 2025

2460.00

1.81%

Nestle HQ In France Raided In Mineral Waters Investigation

NDTV Profit

The inquiry followed a complaint lodged by consumer rights group Foodwatch against Nestl and Nestl Waters, the DGCCRF said.

Number of FII/FPI investors increased from 878 to 902 in Mar 2025 qtr.

Nifty200 Quality 30 PB	9.1
Nifty200 Quality 30 PE	29.5
Nifty200 Quality 30 DIV	2.2
Nifty200 Quality 30 EPS	711.5