Research Reports published by KRCHOKSEY

Name: Latest research reports of Tata Consultancy Services Ltd. authored by KRChoksey and published by - Trendlyne research reports.
Item: Tata Consultancy Services Ltd.
Rating: 5
Author: KRChoksey

Latest research reports published by KRChoksey

Tata Consultancy Services Ltd.

11 Apr 2025

3298.90

0.77%

Although stronger TCV, yet tariff uncertainty remains a key overhang in the short-term

Buy: Tata Consultancy Services ...

Recommendation Target

KRChoksey

TCS’s Q4FY25 revenue (-1.1%) came below our estimates. Revenue grew to INR 644,790 Mn (+0.8% QoQ /+5.3% YoY), driven by strong performance across the Asia Pacific, India and MEA region, which was partly offset by weakness in North America.

Promoters released all pledges in Dec 2024 qtr.

Market Movement

TREND | 10 Apr 2025

Repo rate slashed again; stance changed to accommodative

Market Movement

KRChoksey

The RBI has cut the benchmark repo rate by 25 bps to 6.0%, marking the lowest level in the policy rate since Sep’22. The central bank also changed its stance from neutral to accommodative. This decision aligns with market expectations and shifting focus from inflation control to growth revival.

KRChoksey released a Economy Update report for Market Movement on 10 Apr, 2025.

Chemicals & Petrochemicals

SECTOR | 09 Apr 2025

Sustained pricing pressure weighs on margin recovery

Chemicals & Petrochemicals

KRChoksey

In Q3FY25, volume growth remained a primary driver for the sector, however, price realisation has
been under strain due to sluggish global demand, increased competition, particularly from China,
and ongoing global uncertainties. In Q4FY25E, we anticipate that revenue growth for most companies will be driven primarily by higher volumes, with limited margin expansion owing to continued competitive pricing pressure.

KRChoksey released a Sector Update report for Chemicals & Petrochemicals on 09 Apr, 2025.

Banks

SECTOR | 08 Apr 2025

Banking Sector Quarterly Update

Banks

KRChoksey

In Q4FY25, India’s banking sector has witnessed a decline in credit growth led by slowdown in economic activities across sectors, slower pickup in government spending and regulatory caution on retail funding risks.
As per the provisional reporting, Public sector banks (PSBs) drove credit expansion aggressively in Q4FY25, led by robust demand in retail, MSME, and a healthy corporate loan pipeline.

KRChoksey released a Sector Update report for Banks on 08 Apr, 2025.

Automobiles & Auto Components

SECTOR | 04 Apr 2025

Auto Sales Update – March 2025

Automobiles & Auto Components

KRChoksey

Valuation & View

Axis Direct released a Sector Update report for Automobiles & Auto Components on 09 Apr, 2025.

Automobiles & Auto Components

SECTOR | 04 Apr 2025

Auto Sales Update – March 2025

Automobiles & Auto Components

KRChoksey

Valuation & View

Axis Direct released a Sector Update report for Automobiles & Auto Components on 09 Apr, 2025.

Insurance

TREND | 02 Apr 2025

Seasonal tailwinds and product diversification to drive growth in Q4FY25E

Insurance

KRChoksey

The life insurance sector is poised to deliver a strong performance in Q4FY25E, supported by a
seasonal surge in new business volumes and steady growth in renewal premiums. However,
margins are expected to remain broadly stable or may see slight compression due to product mix
and pricing dynamics.

KRChoksey released a Sector Update report for Insurance on 02 Apr, 2025.

Market Movement

TREND | 02 Apr 2025

InvestPro Top Idea Picks April 2025

Market Movement

KRChoksey

High Conviction Stocks Ideas

KRChoksey released a Economy Update report for Market Movement on 10 Apr, 2025.

Automobiles & Auto Components

SECTOR | 28 Mar 2025

Muted volume trends; margin compression persists

Automobiles & Auto Components

KRChoksey

Auto industry sales in Q4FY25E exhibited a mixed trend. January recorded healthy traction, supported by beginning-of-year momentum and ongoing promotional schemes. However, demand gradually tapered in February and is expected to remain muted in March, with no major catalysts to drive retail acceleration.

Axis Direct released a Sector Update report for Automobiles & Auto Components on 09 Apr, 2025.

Other Financial Services

SECTOR | 28 Mar 2025

Stress expected to bottom out; diversification to drive business growth

Other Financial Services

KRChoksey

In February 2025, the mutual fund industry's net AUM declined from INR 67.25 Tn to INR 64.53 Tn, despite reporting net inflows of INR 400.6 Bn during the month. The contraction was primarily due to valuation losses in equity-oriented funds, which offset the positive impact of inflows.