Urvi Malvania

3 weeks ago | financialexpress.com | Urvi Malvania |Rishi Raj

With a reciprocal tariff rate of 27% imposed by the United States starting April 9, India stands in a favourable position compared to competitors like Vietnam (46%), Thailand (36%), and China (54% – 34% reciprocal plus additional 20% ). However, it will face challenges from manufacturing nations such as Turkey, Brazil, and the Philippines, with duties of 10%, 10%, and 17%, respectively.

Jan 14, 2025 | financialexpress.com | Urvi Malvania

Reliance Jio’s average revenue per user (Arpu) is expected to cross the Rs 200 mark for the first time during the October-December quarter, on the back of industry-wide tariff hikes and accelerated adoption of fixed wireless access (FWA) services. Analysts expect Jio’s Arpu to range between Rs 203 and Rs 206, representing a sequential growth of 4%-6%. “We expect continued benefit of tariff hike in Q3FY25, though at a lower level than in the previous quarter.

Jan 12, 2025 | financialexpress.com | Urvi Malvania |Ayanti Bera

Despite missing Street estimates on revenue and net profit, the analyst commentary on TCS’s performance has been positive on the back of early signs of revival of discretionary spending and the firm’s robust order book. Samir Seksaria, chief financial officer of TCS, in an interview with Urvi Malvania and Ayanti Bera, talked about operational efficiencies, emerging market growth, and client trends favouring projects with quicker returns.

Jan 10, 2025 | financialexpress.com | Urvi Malvania

Despite missing Street estimates on the revenue and net profit front in its October-December earnings, analysts have viewed the company’s performance with a cautious optimism. The company’s commentary on the revival of discretionary spending and its robust order book are key drivers behind this sentiment. However, analysts remain vigilant about the challenges of total contract value (TCV) conversion and sustained growth in emerging markets after the expected tapering of the BSNL deal.

Jan 9, 2025 | financialexpress.com | Urvi Malvania

Tata Consultancy Services (TCS), the country’s largest IT services firm, on Thursday missed estimates on both revenue and profit fronts, underlining continued caution among global clients amidst a challenging macroeconomic environment. The company’s consolidated net profit rose 4% sequentially to Rs 12,380 crore, missing Bloomberg’s estimate of Rs 12,534 crore. Revenue declined by 0.4% sequentially to Rs 63,973 crore, falling short of the estimate of Rs 64,748 crore.