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From traditional billing to the AI fast lane!
Infosys' Q2 FY27 numbers are out. While a ₹49,244 Cr top-line (+10.7% YoY) and steady 21% EBIT margin are solid, the real takeaway is how rapidly AI is reshaping the business.
Here is what stands out from the scorecard:
1. AI Momentum: AI revenue surged 29% QoQ, now accounting for 10.5% of total revenue.
2. Deal Wins: Secured a massive $5.2 Bn in large deal TCV (including a >$2 Bn mega net-new deal)
3. Shareholder Value: Declared an interim dividend of ₹26 per share alongside robust free cash flow generation.
With constant currency revenue guidance adjusted to 1–2% amid macro headwinds, is Infosys well-positioned for the next tech super-cycle, or are near-term headwinds going to linger?
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Drop your thoughts below!
#Infosys #Q2FY27 #EarningsWithAxis #ITSector #StockMarket #AxisDirect
India’s IT sector continues to evolve with digital transformation and growing demand for technology services. Here’s a look at the top 5 IT companies by market cap
#AxisDirect #InvestedInYou #ITStocks #IndianStockMarket #MarketCap
Watch our complete video breakdown: youtube.com/shorts/l-CpZlRC-…
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VA Tech Wabag | Pick of the Week
From a record-breaking order book of ₹19,400 Cr ( up 6% from last FY) to global expansion and a strong focus on high-margin tech solutions, VA Tech Wabag Ltd. is making waves in the water treatment and supply management space!
Want to dive into the full analysis and financial metrics?
#VATechWabag #WaterManagement #CleanEnergy #StockAnalysis #EquityResearch
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Eternal Ltd | Q2FY27 Result Update
Eternal is taking Blinkit’s growth beyond metro cities.
The company reported Q2FY27 revenue growth of 77.6% YoY to ₹24,138 Cr, while Blinkit’s Net Order Value surged 79.3% YoY to ₹20,940 Cr.
With Blinkit’s store target raised from 3,000 to over 3,500 by March 2027, the next phase of growth will depend on how well Eternal scales into newer markets while managing profitability.
#AxisDirect #Eternal #Q2FY27Results #QuarterlyResults #Blinkit #QuickCommerce #EarningsUpdate #StockMarketIndia
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Fueled by strong government support and increased private sector participation, India's defence sector is experiencing unprecedented growth.
Here’s a look at the top 5 defence companies by market cap.
#AxisDirect #InvestedInYou #DefenceStocks #IndianStockMarket #MarketCap
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India-US bilateral trade reached a record high in FY26. Despite tariff-related challenges, both countries are looking to expand bilateral trade.
Swipe through for the key insights.
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#AxisDirect #InvestedInYou #IndiaUSTrade #GlobalTrade #IndiaGrowth
Who led EV two-wheeler sales in September?
Take a look at the top 5 companies ranked by market share.
#AxisDirect #InvestedInYou #ElectricVehicles #TwoWheelerEVSales #MarketInsights
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Everyone has a Ravana to defeat. Conquer hesitancy with confidence, and let discipline lead the way to your goals.
Wishing you and your loved ones a victorious and Happy Dussehra!
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