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Research Reports

Independent research on listed companies — quarterly result analysis, earnings call verdicts and sector notes, written up in full.

Latest coverage
Yesterday
AXISOLAxis Solutions Ltd

78% Growth Masks a Lumpy Core; Emerging Tech Unproven

order book execution · lumpy revenue · emerging tech POC

Result verdictFollow-upQ1 FY276 minTechnology / IT
DIGISPICEDigispice Technologies Ltd-$

Guidance Missed; New Products Real, But Core Still Soft

AEPS decline · UPI Cash Point · credit momentum

Result verdictFollow-upQ1 FY276 minTechnology / IT
ADSLALLIED DIGITAL SERVICES LTD.

Growth Steady, Margins Pressured—ADSL's FY27 Guidance at Risk

margin compression · guidance miss · supply chain risk

Result verdictFollow-upQ1 FY276 minTechnology / IT
TRACXNTracxn Technologies Ltd

Segment growth real; consolidated inflection still missing

Tracxn · vertical SaaS · playbook

Result verdictFollow-upQ1 FY276 minTechnology / IT
SASKENSasken Technologies Ltd

24% growth masks sequential margin collapse and execution risks

Chip-to-Cognition · AI-native design · Product Solutions

Result verdictFollow-upQ1 FY276 minTechnology / IT
SUBEXLTDSUBEX LTD.

Turnaround Durable, But Growth Guidance Hedged — Where Profit Lags Revenue

turnaround validation · margin compression · Middle East delays

Result verdictFollow-upQ1 FY276 minTechnology / IT
DATAMATICSDATAMATICS GLOBAL SERVICES LTD.

Margin boom, growth stall — the caution case

margin expansion · AI strategy · guidance caution

Result verdictFollow-upQ1 FY276 minTechnology / IT
RSYSTEMSR Systems International Limited

Revenue +30%, profit −27%: the FX one-time that explains the gap

Earnings Quality · Organic Growth · FX Dependency

Result verdictFollow-upQ1 FY276 minTechnology / IT
HGSHINDUJA GLOBAL SOLUTIONS LTD.

AI Pivot Is Real, But Two Loss Quarters Test The Narrative

AI transformation · outcome-linked pricing · portfolio rebalancing

Result verdictFollow-upQ1 FY276 minTechnology / IT
LATENTVIEWLatent View Analytics Ltd

Revenue Growth Masks Sequential Flatness and a Guidance Cut

earnings · revenue growth · margin compression

Result verdictFollow-upQ1 FY276 minTechnology / IT
ECLERXECLERX SERVICES LTD.

Growth Intact, Margins Below Guide—Recovery Unproven

margin compression · BFSI weakness · wage inflation

Result verdictFollow-upQ1 FY276 minTechnology / IT
Sun, 16 Aug
FSLFIRSTSOURCE SOLUTIONS LTD.

Revenue growth masks profit deterioration; deal execution risk surfaces

earnings quality · profit vs revenue gap · healthcare deal termination

Result verdictFollow-upQ1 FY276 minTechnology / IT
BSOFTBirlasoft Ltd

Deal signings surge, but revenue stays flat—what's really happening at Birlasoft

pricing deflation · wage hikes · vertical weakness

Result verdictFollow-upQ1 FY276 minTechnology / IT
SONATSOFTWSONATA SOFTWARE LTD.

Margin Compression Derails Guidance — AI Strategy Credible, But Near-Term Headwinds Real

AI pivot · margin compression · forex headwind

Result verdictFollow-upQ1 FY276 minTechnology / IT
IKSInventurus Knowledge Solutions Ltd

Solid YoY Growth, But the Market Didn't Buy the Story

TruBridge integration · AI strategy · margin expansion

Result verdictFollow-upQ1 FY276 minTechnology / IT
KPITTECHKPIT Technologies Ltd

The ₹116 Crore Quarter That Masks a Structural Margin Collapse

KPIT · earnings · margin compression

Result verdictFollow-upQ1 FY276 minTechnology / IT
10 Aug 2026
MOLDTECHMOLD-TEK TECHNOLOGIES LTD.

The ₹9-Crore Quarter: Restructuring Win Clouded by FX Gain and Beryl Drag

margin expansion · automation · Beryl integration

Result verdictFollow-upQ1 FY276 minTechnology / IT
02 Aug 2026
COFORGECoforge Ltd

Order Book Exceptional, Margins Pressured Near-Term—Hold for Deal Ramps

Encora integration · large deal ramps · order book

Result verdictFollow-upQ1 FY276 minTechnology / IT
NETWEBNetweb Technologies India Ltd

172% Growth, Doubled Timeline: The Speed Trade-Off

AI infrastructure · government procurement · execution timeline

Result verdictFollow-upQ1 FY276 minTechnology / IT