#NASDAQ all time high ⬆️ INDIAN IT stock at 52 week low ..! Means India only use AI not working on AI , AI tools and AI AGENT etc #tcs #infosys #wipro #techmah

Got rich billing hours. Got replaced by AI 🤖 prompts! #infosys #tcs #infy #wipro #hcltech #techmah

Tech M: No bad news is good news Stk recovers after co reports inline/slightly better results CC Rev growth of 0.6% vs est of 0.5% EBIT % at 13,8% vs est of 13.7% Deal wins at $1b , for the 2nd qtr in a row Street was worried about Telecom vertical growth after HCLT flagged off discretionary spending cuts at 2 US telcos Communications vertical growth at 1.8% QOQ for TechM Co says its on track to deliver on FY27 Commitments FY27 vision Industry leading growth EBIT % of 15% (Q4 at 13.8%) Stk dn 2% but off 5% from lows #TechMah #4QWithCNBCTV18

#4QWithCNBCTV18 | #TechMah Says: On track to deliver our FY27 commitments 🚩New Deal Wins TCV $1,073 m, Up 34.5% YoY & Down 2.1% QoQ Stock recovers nearly 6% from intra-day lows

#4QWithCNBCTV18 | #TechMah reports its Q4 results; 💻Net Profit Up 21% At ₹1,358.8 Cr Vs ₹1,122 Cr (QoQ) 💻₹ Revenue Up 4.7% At ₹15,076 Cr Vs ₹14,393 Cr (QoQ) 💻$ Revenue Up 0.93% At $1,625 m Vs $1,610 m (QoQ) 💻EBIT Up 10.2% At ₹2,084 Cr Vs ₹1,891.6 Cr (QoQ) 💻Margin At 13.8% Vs 13.10% (QoQ)

#4QWithCNBCTV18 | #TechMah reports its Q4 results; 💻Net Profit At ₹1,353.8 Cr Vs CNBC-TV18 Poll Of ₹1,504 Cr 💻₹ Revenue At ₹15,076 Cr Vs CNBC-TV18 Poll Of ₹14,804 Cr 💻$ Revenue At $1,625 m Vs CNBC-TV18 Poll Of $1,624 m 💻EBIT At ₹2,084 Cr Vs CNBC-TV18 Poll Of ₹2,035 Cr 💻Margin At 13.8% Vs CNBC-TV18 Poll Of 13.70% 💻CC Revenue Growth At 0.6% Vs CNBC-TV18 Poll Of 0.5% QOQ

#4QWithCNBCTV18 | #TechMah reports its Q4 results; Net Profit At ₹1,353.8 Cr Vs CNBC-TV18 Poll Of ₹1,504 Cr

Tech M in focus given its high telecom exposure at 35-40% HCL Tech flagged discretionary spending cuts at 2 large US telcos Infosys guidance tomorrow will be crucial A weak guidance will confirm AI & Client Weakness is Intensifying Stk spooked HCL tech dn 11% Hexaware dn 7% Tech Mah -6% Coforge -5.5% Persistent -5% #CNBCTV18 #CNBCTV18Market #HCLTech #TechMah

#Infy 1280 #wipro 203 #techmah 1450 #tcs 2550 #IT leaders buy on dips opportunity. Tech can get upgraded, fundamentals likely to improve from here......

#MarketThisWeek | #Eternal, #TataSteel, M&M, #JSWSteel, #TechMah top Nifty gainers 👉#Waaree, #Premier, #Paytm, #AngelOne, #PageInd top Midcap gainers 👉#Petronet, #BandhanBank, #BPCL, #SolarInd top Midcap losers 👉#Rupee is down 1.4% this week, is amongst worst Asian currencies Here's more⏬

#MarketAtClose | #NiftyBank rises 450 points to 55,326 & #Midcap index 1,145 points to 56,290 👉#KPITTech, #Coforge, #Paytm, #Delhivery, #OFSS are top #Midcap gainers 👉#NiftyIT emerges as the top sectoral index, #Coforge, #TechMah, #PersistentSystems are top gainers Here's more⏬

#CNBCTV18Market | #Citi's sell call on #TechMah: Target price at ₹1,260/sh, #macro and #AI trends remain key risks. Valuation at 18x FY27E, above peers, sustained outperformance hinges on growth delivery

Not sure if this is even required as of today. In the current times - I believe that the certifications are the last thing one should aspire for. For reasons - The certifications are built upon the very foundations of the platforms that they engineer - only that it is getting changed rapidly. The certification path is more centric to what you can do on the current platform settings, which in case - becomes obselete. The other one being - you need to have multi cloud experience and multi cloud setting structural knowledge when it comes to MLOps. No one vendor wins. No one knowledge wins. I sincerely hope that folks and companies do no chase the paid aspect of certifications and try to build a profile based on this. Rather - build on those cloud and just be relevant with adhered changing and evolving platforms. P.S : I used to go after certifications at one point of time (2010s period ). It was still a way to sell oneself. Today it is all about applied knowledge. I haven’t met a single tech ecosystem building startups that have ever said that they need those certs. The only one chasing these mandatory are the likes of TCS, Infy, TechMah, Cognz, all service based companies who are overnight expressing themselves as work powerhouse of AI with “100K AI experts”

#CNBCTV18Market | #KotakInstlEq on #IT Sector: Bakes in higher Gen AI-led revenue deflation for FY27–28. Long-term IT svcs relevance intact, terminal growth assumptions unchanged. Prefer #Infosys, #TCS, #TechMah among Tier 1, #Coforge, #Hexaware among Mid-tier. #PersistentSys downgraded to reduce from sell, target price cut to ₹4,615/sh from ₹5,900/sh. EPS cut by 1-3%, fair values reduced by 15-28%

#NiftyITIndex As highlighted on last Friday , a week back, there was a risk of IT Index going into red zone. And it is playing out. #Infy #Wipro #TechMah #TCS

#3QWithCNBCTV18 | All our businesses have been contributing, expect #tractor industry to grow at 20-24% in FY26. For #TechMah, not looking at acqn as a key strategy 'Fears of #AI impacting #IT sector completely overblown, memory chip supply is a challenge but nothing concerning', says Anish Shah of #MahindraGroup (M&M) to CNBC-TV18

While there was a one time retrospective impact due to New Labour Code on cost, the question is going forward how will it impact cost structure? IT cos says impact on margins will be limited #TCS 10-15 bps impact #HCLTech 10-20 bps impact Will wait to see impact from #Infosys #TechMah #Wipro @CNBCTV18News #newlabourcode #3QWithCNBCTV18 #CNBCTV18

#MarketAtClose | Nifty bank falls 304 points to 59,687 & Midcap index 1,200 points to 60,223 ▶️Metal stocks correct falling a fall in prices, stocks down up to 8% ▶️IT stocks are weak ahead of the earnings, #Wipro, #TechMah, #TCS top losers Here's more👇

CLSA on IT ahead of Q3 earnings season #1: recommend reducing positions given recent rally of the Indian IT sector and largely soft 3Q26 results ahead NIFTY IT up 14% QTD vs NIFTY 4%, implying valuations entering fair zone   #2: Downgrade HCL from O-PF to HLD and TechM from HC O-PF to O-PF Remove TechM from the CLSA Focus List as its revenue growth pick-up the past 1.5 years is not commensurate with our/consensus HCLT is trading ~5% valuation premium over TCS/INF   #3: Persistent, Coforge are our top picks in mid-caps and INFY/TechM in large cap @CNBCTV18News @nimeshscnbc #3Q #CNBCTV18 #Technology #Infosys #tcs #hcltech #TechMah #persistent #coforge

CLSA on IT ahead of Q3 earnings season #1: recommend reducing positions given recent rally of the Indian IT sector and largely soft 3Q26 results ahead NIFTY IT up 14% QTD vs NIFTY 4%, implying valuations entering fair zone   #2: Downgrade HCL from O-PF to HLD and TechM from HC O-PF to O-PF Remove TechM from the CLSA Focus List as its revenue growth pick-up the past 1.5 years is not commensurate with our/consensus HCLT is trading ~5% valuation premium over TCS/INF   #3: Persistent, Coforge are our top picks in mid-caps and INFY/TechM in large cap @CNBCTV18News @nimeshscnbc #3Q #CNBCTV18 #Technology #Infosys #tcs #hcltech #TechMah #persistent #coforge