Kotak Institutional Equities

Indian financial sector growth and market trends

5 clusters · 19 sources · last updated about 20 hours ago

Latest: Indian banking stocks YES Bank and IDFC First Bank face technical selling pressure

Recent Q2 FY27 financial results for Indian lenders show a trend of rising profits and improved asset quality, though performance varies across institutions. Axis Bank reported a 38% surge in net profit to ₹7,003 crore,

AI disruption and labor shifts in India's IT sector

21 clusters · 122 sources · last updated 3 days ago

Latest: India salary projections show growth in AI and NBFC sectors

Since July 2026, India’s export-oriented IT model has been strained by rapid generative-AI adoption and a severe shortage of GPU capacity. The industry is undergoing a fundamental transformation as major providers, inclu

TCS reports Q2 FY27 results and AI revenue milestone

4 clusters · 11 sources · last updated 17 days ago

Latest: Tata Consultancy Services reports Q2 FY27 profit rise and $3.1B AI revenue

Tata Consultancy Services (TCS) has released its second-quarter fiscal year 2027 financial results, reporting a net profit of ₹13,884 crore ($1.43 billion) and revenue of ₹73,188 crore ($7.56 billion). This reflects an 1

India NBFC sector credit growth

2 clusters · 8 sources · last updated 22 days ago

Latest: NBFCs in India show strong growth amid credit expansion and monsoon risks

India’s non-banking financial company (NBFC) sector is experiencing significant credit expansion. As of June 2026, digital NBFCs saw their personal loan books grow by 28 percent year-on-year to Rs 1.54 lakh crore. Digita

Indian gold demand and shifting consumer trends

7 clusters · 26 sources · last updated 25 days ago

Latest: Gold markets see shifts in consumer trends in UAE and India

The Indian gold market continues to experience robust demand despite government efforts to manage the national trade deficit. Although the government increased customs duties on gold from 6 to 15 percent in May to mitiga