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Awards and Recognition

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Why Is Jatin Das the Forgotten Martyr Whose 63-Day Hunger Strike Shook British Rule?

Who was Jatin Das and why did his 63-day hunger strike shake British rule? A deep historical account of forgotten revolutionary sacrifice in India’s freedom struggle.

Why Is Jatin Das the Forgotten Martyr Whose 63-Day Hunger Strike Shook British Rule?

About a Sacrifice History Barely Remembers


India’s freedom struggle is often narrated through familiar names, iconic dates, and symbolic moments. Yet, buried beneath these well-known chapters lie stories of sacrifice so intense that they challenge the limits of human endurance. One such story is that of Jatindranath Das, known widely as Jatin Das, a revolutionary whose body became his final weapon against colonial oppression.

At just twenty-five years of age, Jatin Das chose a path that demanded not slogans, not speeches, and not arms, but the slow annihilation of his own physical being. His protest was silent, relentless, and uncompromising. For sixty-three days, he consumed no food, refusing to yield to brutality, humiliation, or coercion.

Some revolutions are fought with weapons. Others are fought with willpower so fierce that even death bows before it.

Who Was Jatin Das?

Jatin Das was not a mythological figure or a symbol created by folklore. He was a living, breathing young Indian, educated, sharp-minded, and deeply committed to the cause of freedom. He was associated with revolutionary groups that believed political independence could not be begged for, but had to be wrested from imperial control.

By training, Jatin Das was skilled in explosives, a fact often highlighted to reduce him merely to a militant stereotype. Yet this description misses the larger truth. His intellectual clarity and moral conviction defined him far more than his technical expertise. When arrested and lodged in Lahore Central Jail, he faced conditions designed not to reform, but to crush the human spirit.

Indian political prisoners were treated worse than animals. Basic dignity was denied. Food was unhygienic, discriminatory rules were enforced, and racial contempt governed every interaction. These were not isolated abuses, but a systematic attempt to break resistance.

The Hunger Strike That Became a Moral Earthquake

Jatin Das did not demand personal freedom. He did not seek mercy. His sole demand was simple yet revolutionary: Indian political prisoners must be treated as political prisoners, not as common criminals or subhuman captives.

When this demand was ignored, he began a hunger strike. What began as an act of protest soon evolved into a moral confrontation between imperial authority and human conscience. Day after day, his body weakened. His ribs became visible. His muscles withered. He lost the ability to move without assistance.

Yet, what weakened physically became unbreakable spiritually. British authorities assumed hunger would force submission. They miscalculated. Hunger refined his resolve into steel.

Hunger can empty the stomach, but it cannot starve conviction.

Colonial Cruelty and Forced Feeding

As public pressure mounted and Jatin Das’s condition deteriorated, the colonial administration resorted to extreme measures. Jail doctors and guards restrained him physically. A tube was forcibly inserted through his nose in an attempt to administer milk.

The procedure was brutal and negligent. The tube entered his lungs instead of his food pipe. Milk flooded his respiratory system. He coughed violently, vomited blood, and suffered immense pain. Despite this, he did not withdraw his hunger strike.

This act of forced feeding was not medical care. It was institutional violence disguised as treatment. It exposed the moral bankruptcy of a regime that claimed civilizational superiority while committing acts of raw cruelty.

Martyrdom in Lahore Jail

On 13 September 1929, after sixty-three days without food, Jatin Das died in Lahore Central Jail. His death was not sudden. It was prolonged, deliberate, and witnessed. He knew the cost. He paid it fully.

He died not as a defeated prisoner, but as a victorious conscience. His last words reflected no spiritual pretensions or ideological grandstanding. He described himself simply as an ordinary man willing to die for the dignity of his country.

True heroism is not loud. It is quiet, relentless, and unyielding.

A Nation in Mourning

When news of Jatin Das’s death spread, India reacted not with silence, but with collective grief. His body was transported from Lahore to Calcutta. At every railway station, thousands gathered with flowers, tears, and folded hands.

The final procession in Calcutta drew an estimated six lakh people, an extraordinary turnout for a man who held no official position and sought no fame. Subhas Chandra Bose personally carried his bier, recognizing the magnitude of his sacrifice.

For a brief moment, the nation remembered that freedom was not an abstract concept. It was paid for in flesh, bone, and breath.

Why Was Jatin Das Forgotten?

History often simplifies narratives for convenience. Complex truths are reduced to symbols that fit political frameworks. In this process, figures like Jatin Das are remembered briefly and then sidelined.

Unlike leaders who negotiated with power, Jatin Das confronted it with his mortality. His method did not fit neatly into post-independence narratives that preferred institutional continuity over revolutionary disruption.

Yet forgetting him comes at a cost. It allows future generations to believe freedom was inevitable, painless, or generously granted. It was not.

A nation that forgets its sacrifices risks trivializing its freedom.

What His Life Teaches Us Today

Jatin Das’s sacrifice is not a call for martyrdom, but for awareness. It reminds us that rights are not permanent unless protected, and dignity is not guaranteed unless demanded.

In an age of convenience and speed, his sixty-three days of suffering force us to confront uncomfortable questions. What are we willing to endure for justice? How easily do we trade memory for comfort?

His life stands as a benchmark against which casual patriotism is measured and often found lacking.

For deeper reflections on history, markets, and national consciousness, explore 👉 Nifty Tip | BankNifty Tip

Investor Takeaway

Investor Takeaway by Gulshan Khera: Nations, like portfolios, are built over time through discipline, sacrifice, and long-term thinking. The freedom we inherit today was accumulated through compounding sacrifices made by individuals like Jatin Das. Understanding this history builds perspective, resilience, and responsibility.

Read free content at Indian-Share-Tips.com, which is a SEBI Registered Advisory Services.


SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.

Written by Indian-Share-Tips.com, which is a SEBI Registered Advisory Services

Jatin Das, Indian freedom fighters, forgotten martyrs of India, hunger strike freedom struggle, Lahore jail revolutionary

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Awards and Recognition

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What Do Markets, Policy Moves, and Global Events Signal for India Today?

Daily India news and finance brief covering markets, economy, politics, defence, global affairs, sports, and key data points with structured investor and citizen perspective.

What Do Markets, Policy Moves, and Global Events Signal for India Today?

Finance and Markets Snapshot

Financial markets entered the session with a cautious tone as benchmark indices reflected mild profit booking after recent volatility. The Sensex closed lower, while Nifty remained under pressure near key technical levels. Despite short-term weakness, broader macro indicators continue to suggest resilience in India’s economic fundamentals.

Currency markets showed relative stability, with the rupee trading in a controlled range against major global currencies. Precious metals remained elevated, reflecting global uncertainty and persistent demand for safe-haven assets. Gold and silver prices in Mumbai stayed firm, mirroring international trends.

Short-term market fluctuations often mask longer-term structural strength driven by capital inflows, domestic consumption, and policy continuity.

India has attracted significant foreign direct investment over the past six months, underlining global confidence in the country’s growth trajectory. Startup-focused initiatives, manufacturing incentives, and digital infrastructure remain key drivers of investor interest.

The World Bank’s upward revision of India’s growth outlook reinforces this narrative. Strong domestic demand, tax reforms, and public investment continue to provide momentum, even as global growth remains uneven.

Politics and Governance

On the governance front, national and state-level political developments remained in focus. The Prime Minister’s participation in a programme marking a decade of Startup India highlighted the government’s sustained emphasis on entrepreneurship, innovation, and job creation. Over the past ten years, the initiative has played a central role in nurturing India’s startup ecosystem.

Electoral processes also featured prominently. Voting across multiple municipal corporations in Maharashtra concluded peacefully, with exit polls indicating a decisive outcome in the Brihanmumbai Municipal Corporation elections. Such local body elections often provide insight into grassroots sentiment ahead of larger political contests.

The Election Commission’s decision to extend the Special Intensive Revision of electoral rolls in select states underscores the focus on electoral accuracy and inclusiveness. Meanwhile, internal political developments within major parties continue to shape the broader political narrative.

Stable political processes and institutional continuity remain essential pillars supporting investor confidence and economic planning.

Legal and Judicial Developments

The judiciary delivered several significant observations and directions with long-term social and institutional implications. The Supreme Court emphasized the importance of implementing free seat quotas for economically weaker children in private schools, describing it as a national mission under the Right to Education framework.

In matters related to electoral processes, the Court directed greater transparency in electoral roll revisions, reinforcing democratic accountability. Separately, intervention in cases involving investigative agencies highlighted the ongoing balance between law enforcement and procedural safeguards.

State-level developments, including appearances by senior political leaders before religious or constitutional bodies, reflected the complex interplay between governance, tradition, and public accountability.

Defence and National Security

Defence-related updates carried strategic significance. On the occasion of Army Day, national leadership paid tribute to the armed forces, acknowledging their role as symbols of service and sacrifice. Statements from the Defence Ministry reiterated the importance of modernization and reform within the armed forces.

India’s defence manufacturing ambitions gained attention with reports of progress toward domestic production of advanced fighter aircraft under a major procurement programme. Such initiatives align with the broader objective of self-reliance in defence production while strengthening strategic partnerships.

Leadership appointments within paramilitary forces also reflected ongoing efforts to strengthen institutional capacity and operational readiness.

Defence modernization not only enhances national security but also contributes to industrial growth and technology transfer.

International and World Affairs

International developments underscored India’s growing diplomatic engagement. The participation of senior European leaders as chief guests at India’s Republic Day celebrations marks a milestone in India–EU relations, reflecting deeper cooperation across trade, technology, and geopolitics.

Global geopolitical tensions remained elevated. Developments in West Asia, including airspace closures and evacuation advisories, highlighted ongoing regional instability. Diplomatic actions by several countries illustrated the far-reaching implications of these tensions.

Elsewhere, political transitions in South Asia and developments in global immigration policies signaled shifting international dynamics. These trends continue to influence trade flows, capital movements, and global risk sentiment.

In an interconnected world, global events increasingly shape domestic economic and policy considerations.

Infrastructure, Energy, and Environment

India’s renewable energy expansion remains one of the fastest globally. However, the rapid pace of capacity addition has outstripped the growth of evacuation infrastructure, bringing grid readiness into focus. Addressing this gap is critical to ensuring the efficiency and sustainability of the energy transition.

Large-scale infrastructure projects, including road corridors approved in key states, aim to improve connectivity, reduce travel time, and stimulate regional economic activity. Such investments often have multiplier effects across sectors.

Sports and Culture

Sporting events provided moments of achievement and inspiration. Performances by Indian athletes in badminton and cricket highlighted the depth of emerging talent. Recognition extended to inclusive sports as well, with national leaders acknowledging achievements in blind cricket.

In the entertainment space, developments in cinema and popular culture reflected the industry’s evolving landscape, marked by new projects and cross-regional storytelling.

Society, Knowledge, and Everyday Learning

Beyond headlines, everyday knowledge segments continue to play an important role in public discourse. Insights into health, language, history, and culture contribute to informed citizenship. Reflections on aging, nutrition, and traditional wisdom underscore the blend of modern science and inherited knowledge in daily life.

Geographical and cultural facts about different regions of India highlight the country’s diversity and heritage, reinforcing a shared sense of identity.

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Investor Takeaway

The day’s developments reflect a familiar but important theme: short-term volatility coexisting with long-term opportunity. Markets may react to news flows, but enduring value continues to be shaped by economic fundamentals, institutional stability, and strategic policy direction.

For investors and readers alike, the focus should remain on clarity, discipline, and context. Understanding how diverse developments connect to broader trends is often more valuable than reacting to individual headlines.

Read free, structured insights at Indian-Share-Tips.com, which is a SEBI Registered Advisory Services.


SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.

Written by Indian-Share-Tips.com, which is a SEBI Registered Advisory Services

India daily news, finance and economy India, political updates India, defence news India, global affairs impact India

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Taiwan–US Semiconductor Trade Deal Signals

Taiwan–US Semiconductor Trade Deal Signals a $500 Billion Bet on Chip Manufacturing and Strategic Supply Chains

The global semiconductor industry may be on the brink of its most consequential structural shift in decades. The latest update on the Taiwan–US semiconductor trade deal points to a proposed investment of nearly $500 billion aimed squarely at expanding chip manufacturing capacity inside the United States. If executed as outlined, this initiative could reshape global supply chains, alter geopolitical risk calculations, and redefine how nations view technological sovereignty.

According to the statement, Taiwanese companies are expected to bring in approximately $250 billion of direct investment into the US semiconductor ecosystem. In addition, the Taiwan government itself is planning a further $250 billion commitment to support expansion, infrastructure, and long-term manufacturing capacity. The combined investment signals not just an industrial decision, but a strategic alignment with far-reaching economic and security implications.

Why the Semiconductor Industry Matters More Than Ever

Semiconductors sit at the heart of the modern economy. From smartphones and data centers to electric vehicles, defense systems, artificial intelligence, and medical equipment, advanced chips are foundational. Control over chip manufacturing capacity increasingly equates to control over economic resilience and national security.

The pandemic-era supply disruptions exposed how concentrated and fragile the global chip supply chain had become. Heavy reliance on a small number of fabrication hubs created vulnerabilities that governments and corporations alike are now determined to address.

Semiconductors are no longer viewed merely as industrial inputs. They are strategic assets.

Understanding the Scale of the Proposed Investment

A proposed $500 billion investment is unprecedented in the semiconductor sector. To put this in perspective, building a single advanced fabrication plant can cost between $15 billion and $25 billion, depending on process node and technology complexity.

At this scale, the investment could support multiple advanced fabs, mature-node facilities, packaging and testing units, and an entire ecosystem of suppliers, equipment manufacturers, and research centers.

The $250 billion expected from Taiwanese companies reflects private-sector confidence and long-term commitment. The additional $250 billion from the Taiwan government indicates strategic intent to anchor manufacturing capacity within a trusted geopolitical framework.

Why Taiwan Is Central to Global Chip Manufacturing

Taiwan occupies a unique position in the global semiconductor landscape. It is home to some of the world’s most advanced chip manufacturing capabilities, particularly in logic chips that power high-performance computing and artificial intelligence workloads.

Over decades, Taiwan has built an unmatched ecosystem combining engineering talent, process know-how, supplier integration, and operational discipline. Replicating this ecosystem elsewhere is not simply a matter of capital expenditure; it requires time, skills transfer, and institutional alignment.

The proposed deal suggests that Taiwan is willing to export not just capital, but also expertise and manufacturing discipline, provided the strategic alignment is strong.

Capital builds factories, but ecosystems build dominance.

The US Objective: Manufacturing Sovereignty

The United States has made semiconductor self-sufficiency a policy priority. Over the past few years, policymakers have emphasized the risks of over-dependence on offshore manufacturing, especially for advanced chips critical to defense and strategic industries.

This deal aligns with the broader US objective of rebuilding domestic manufacturing capacity while maintaining close ties with trusted partners. By attracting Taiwanese investment, the US accelerates its learning curve and reduces execution risk compared to building an ecosystem from scratch.

The statement highlighting large-scale chip manufacturing expansion underscores the seriousness with which this initiative is being pursued.

Geopolitical Implications of the Deal

Beyond economics, the deal carries significant geopolitical weight. Semiconductor supply chains have become a focal point in global strategic competition. By anchoring Taiwanese manufacturing capacity in the US, both sides reduce exposure to regional instability and concentration risk.

For Taiwan, diversification of manufacturing locations reduces existential risk. For the US, deeper integration with Taiwan strengthens strategic partnerships in high-technology domains.

This alignment also sends a clear signal that advanced manufacturing is being restructured around trusted networks rather than purely cost-driven considerations.

Technology supply chains are increasingly shaped by trust, not just efficiency.

Impact on Global Semiconductor Supply Chains

If executed successfully, this investment could rebalance global semiconductor capacity over the next decade. While Asia will remain central to chip manufacturing, the US could regain a more meaningful share of advanced production.

This shift may lead to higher costs in the short term, as domestic manufacturing typically carries higher labor and compliance expenses. However, these costs are often justified by improved supply security, resilience, and strategic autonomy.

Equipment manufacturers, materials suppliers, and specialized service providers stand to benefit from long-term demand visibility.

What This Means for Investors

For investors, the proposed investment opens multiple thematic opportunities. Semiconductor equipment makers, materials suppliers, specialty chemical companies, and infrastructure providers could see sustained order flows.

Additionally, companies involved in power management, water treatment, logistics, and advanced construction may benefit from the scale of fab development required.

However, investors should remain mindful that such mega-projects unfold over many years. Capital deployment, regulatory approvals, talent availability, and technology ramp-up can all influence timelines.

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Risks and Execution Challenges

Despite the scale of commitment, execution risks remain. Semiconductor manufacturing requires highly specialized talent, consistent process control, and uninterrupted utilities. Talent shortages in advanced process engineering could slow ramp-ups.

Additionally, geopolitical shifts, policy changes, or global demand cycles could influence investment pacing. While long-term intent appears strong, phased execution is likely.

In semiconductors, execution discipline matters as much as capital allocation.

Strategic Takeaways Beyond the Numbers

The headline figure of $500 billion captures attention, but the deeper significance lies in strategic alignment. This deal reflects a world where technology leadership is intertwined with national policy, alliances, and long-term planning.

It also reinforces the idea that future industrial competitiveness will be shaped by who controls critical technologies, not just who produces at the lowest cost.

For global markets, such initiatives signal a new phase of capital-intensive, policy-supported industrial expansion that could define the next decade.

Investor Takeaway

• The proposed $500 billion investment marks a structural shift in global semiconductor strategy.
• US manufacturing capacity is set to expand significantly with Taiwanese expertise.
• Long-term beneficiaries include equipment, materials, and infrastructure providers.
• Execution will unfold over years, requiring patience and disciplined capital assessment.

Explore more free expert guidance at Indian-Share-Tips.com, which is a SEBI Registered Advisory Services.

Gulshan Khera


SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.

Taiwan US semiconductor deal, US chip manufacturing expansion, semiconductor investment analysis, global supply chain shift, technology geopolitics, semiconductor industry outlook

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Why Is the Cement Sector Entering a Recovery Phase After a Long Slowdown?

Why Is the Cement Sector Entering a Recovery Phase After a Long Slowdown?

Sector Context and Industry Position

🔹 The Indian cement sector acts as a direct proxy for infrastructure activity, housing demand, and government-led capital expenditure.

🔹 After nearly one and a half years of subdued growth, early indicators now point toward a broad-based demand rebound.

🔹 Regional demand traction and improving price discipline are gradually restoring sector confidence.

Cement stocks had remained under pressure due to weak volume growth, elevated input costs, and limited pricing power. However, recent brokerage commentary suggests that the worst of the slowdown may be behind the sector, with visibility improving into FY26 and beyond.

Key Triggers Driving the Recovery Narrative

🔹 Demand rebound has become visible after an extended period of muted activity.

🔹 Strong momentum reported across regions during January.

🔹 Government-led infrastructure spending continues to support incremental demand.

🔹 Price hikes implemented in January were largely absorbed by the market.

The ability of producers to pass through price increases marks a significant shift from earlier quarters, when competitive intensity limited pricing flexibility. This development has strengthened confidence around margin recovery.

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FY26 Demand and Margin Expectations

Parameter Outlook
Volume Growth 6–7% YoY led by infrastructure push
Pricing Trend Positive with successful price absorption
EBITDA per Tonne Expected improvement in Q4FY26 and Q1FY27

Improving EBITDA per tonne is a critical signal for investors, as it reflects not only pricing power but also cost efficiency gains from operating leverage.

Strengths

🔹 Strong linkage to infrastructure spending

🔹 Improving price discipline across regions

🔹 Operating leverage benefits in recovery phase

Weaknesses

🔹 High energy and freight cost sensitivity

🔹 Regional competition in select markets

🔹 Cyclical demand exposure

The balance of strengths and weaknesses indicates that while cyclicality remains inherent, the sector is better positioned than in the previous downcycle.

Opportunities

🔹 Sustained government capex

🔹 Urban housing and redevelopment

🔹 Margin expansion from scale benefits

Threats

🔹 Sharp rise in fuel or logistics costs

🔹 Delay in public infrastructure spending

🔹 Aggressive capacity additions

The opportunity-threat framework suggests that execution discipline and cost control will be key differentiators during the upcycle.

Brokerage Preferences and Investment View

🔹 Large, efficient players are preferred due to scale and pricing power.

🔹 UltraTech Cement, JK Cement, and Dalmia Bharat are highlighted as beneficiaries of the recovery.

🔹 Grasim Industries also remains in focus due to its diversified exposure.

Investors tracking infrastructure-led index themes often reference Nifty Tip and BankNifty Tip to align tactical exposure.

Investor Takeaway: Derivative Pro & Nifty Expert Gulshan Khera, CFP®, believes the cement sector is transitioning from survival mode to recovery mode, where pricing power and operating leverage can drive earnings improvement. Investors should focus on balance-sheet strength, regional leadership, and cost discipline when evaluating exposure. For deeper sectoral insights, explore analysis at Indian-Share-Tips.com, which is a SEBI Registered Advisory Services.

Related Queries on Cement Sector

🔹 Why is cement demand recovering in India?

🔹 How do price hikes impact cement margins?

🔹 Which cement companies benefit most from infra push?

🔹 What risks could derail cement sector recovery?

🔹 How does cement demand influence market cycles?

SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.

cement sector outlook India, cement demand recovery, infrastructure spending cement, cement EBITDA per tonne, Indian cement stocks

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An award is something which is awarded based on Merit. Awards & Recognition are a must in Life as it provides the necessary vigour to keep progressing ahead in Life. Awards do not only acknowledge success; they recognise many other qualities: ability, struggle, effort and, above all, excellence. This is the reason that for past 22 Years we have been christined as Best Stock Market Tips Provider & we are at the 'Top' in this field. Check out our Awards by clicking on Image or Post Title Now!!

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Why Is Infosys Regaining Investor Confidence After a Strong Q3?

Why Is Infosys Regaining Investor Confidence After a Strong Q3?

Company Context and Business Profile

🔹 Infosys is a global IT services major with leadership across digital transformation, cloud, AI, and large-scale outsourcing.

🔹 The company services clients across BFSI, healthcare, manufacturing, retail, and public services.

🔹 Its performance is closely linked to global enterprise technology spending cycles.

After several quarters of cautious commentary and muted growth, Infosys has returned to investor focus following a combination of strong deal wins, stable margins, and an upward revision in FY26 revenue guidance. The latest quarter suggests that demand visibility is improving, particularly in large, multi-year transformation deals.

Q3FY26 Performance and Guidance Highlights

🔹 Revenue grew 0.6% QoQ and 1.7% YoY in constant currency terms.

🔹 Adjusted operating margin stood at 21.2%, including one-time labour code impact.

🔹 FY26 revenue growth guidance raised to 3%–3.5%.

🔹 Margin guidance maintained at 20%–22%.

The ability to raise guidance despite a challenging global macro backdrop has been interpreted as a positive signal for demand resilience.

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Deal Wins and Order Book Strength

Metric Q3FY26 Update
Large Deal TCV $4.8 Bn across 26 deals
Net New Deal Share 57%
9M FY26 Large Deal TCV $11.7 Bn

A key highlight was the $1.6 Bn NHS contract in the UK, focused on AI-driven healthcare transformation, reinforcing Infosys’ positioning in complex, high-value digital engagements.

Strengths

🔹 Strong deal pipeline and order book

🔹 Leadership in digital and AI-led services

🔹 Robust balance sheet and cash generation

Weaknesses

🔹 Sensitivity to global IT spending cycles

🔹 Slower discretionary spending recovery

🔹 Pricing pressure in commoditised services

The strengths underscore Infosys’ scale and execution capability, while weaknesses reflect near-term macro uncertainties.

Opportunities

🔹 AI-led transformation programs

🔹 Public sector and healthcare digitalisation

🔹 Vendor consolidation by global clients

Threats

🔹 Prolonged global slowdown

🔹 Delays in discretionary tech spending

🔹 Currency volatility impacting margins

The opportunity-threat balance suggests that execution on large deals will be the key determinant of earnings momentum.

Valuation Perspective and Market View

🔹 Strong deal wins improve medium-term revenue visibility.

🔹 Margin resilience supports free cash flow generation.

🔹 Share buyback of ₹18,000 Cr signals capital allocation confidence.

Investors tracking IT sector-led index movements often refer to Nifty Tip and BankNifty Tip during periods of tech sector rotation.

Investor Takeaway: Derivative Pro & Nifty Expert Gulshan Khera, CFP®, believes Infosys is showing early signs of demand normalisation supported by strong deal wins and AI-led transformation opportunities. While near-term growth remains modest, the medium-term outlook improves as large deals convert into revenues. Investors should track deal execution and discretionary spending trends closely. For ongoing IT sector insights, read free content at Indian-Share-Tips.com, which is a SEBI Registered Advisory Services.

Related Queries on Infosys Stock

🔹 Why did Infosys raise FY26 guidance?

🔹 How important are large deals for Infosys growth?

🔹 What role does AI play in Infosys strategy?

🔹 How stable are Infosys margins?

🔹 Is Infosys entering a demand recovery phase?

SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.

Infosys Q3FY26, Infosys deal wins, Infosys guidance, Indian IT sector outlook, Infosys AI strategy

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Why Is Axis Bank Positioned for a Gradual Earnings Recovery Phase?

Why Is Axis Bank Positioned for a Gradual Earnings Recovery Phase?

Bank Context and Operating Position

🔹 Axis Bank is one of India’s largest private sector banks with diversified exposure across retail, corporate, SME, and treasury businesses.

🔹 Over recent quarters, the bank has navigated through asset-quality surprises and growth moderation.

🔹 The current phase reflects stabilisation, with management focus shifting toward earnings normalisation.

After a period of relative underperformance compared with peers, Axis Bank is now being viewed as a recovery candidate within the private banking space. Brokerage commentary suggests that the bulk of negative surprises may be behind, setting the stage for gradual improvement in profitability metrics.

IIFL View and Key Takeaways

🔹 Recommendation maintained at Buy with a target price of ₹1,600.

🔹 Axis Bank is seen at an inflection point after recent negative growth and asset-quality surprises.

🔹 Provisions are expected to decline sharply in the second half of FY26.

🔹 Improvement in unsecured retail and lower technical slippages support earnings recovery.

Brokerages highlight that provisioning intensity, which weighed on profitability earlier, is likely to ease materially, providing a direct uplift to bottom-line growth.

Market participants tracking private banking heavyweights during index rotations often align exposure using Nifty Tip and BankNifty Tip to manage sector-level volatility.

Earnings and Valuation Snapshot

Parameter Outlook
Earnings CAGR ~25% over FY26–FY28
Provision Trend ~30% lower in 2HFY26 vs 1HFY26
Valuation Gap 30–35% discount to HDFC Bank and ICICI Bank

The valuation gap relative to peers is a key pillar of the recovery thesis, with scope for gradual re-rating if earnings visibility improves.

Strengths

🔹 Diversified loan book across segments

🔹 Improving asset quality trends

🔹 Strong capital adequacy

Weaknesses

🔹 Recent history of negative surprises

🔹 Lower valuation multiple versus top peers

🔹 Sensitivity to unsecured retail cycles

The strengths suggest structural stability, while weaknesses explain why the stock trades at a discount.

Opportunities

🔹 Normalisation of credit costs

🔹 Gradual closing of valuation gap

🔹 Retail and SME growth recovery

Threats

🔹 Macroeconomic slowdown impacting credit demand

🔹 Competitive pressure on deposits

🔹 Renewed stress in unsecured retail book

The opportunity-threat balance suggests a steady recovery path rather than an abrupt turnaround.

Valuation Perspective and Market View

🔹 Earnings recovery supports positive brokerage stance.

🔹 Provision normalisation is the key near-term trigger.

🔹 Re-rating likely to be gradual and earnings-led.

Investors tracking private bank-led index moves often refer to Nifty Tip and BankNifty Tip to align tactical exposure.

Investor Takeaway: Derivative Pro & Nifty Expert Gulshan Khera, CFP®, believes Axis Bank is entering a phase where consistency and earnings delivery will matter more than aggressive growth. Lower provisions and stabilising asset quality provide a base for recovery, while valuation comfort offers downside protection. Investors should track credit costs and retail book performance closely. For more private banking insights, read free content at Indian-Share-Tips.com, which is a SEBI Registered Advisory Services.

Related Queries on Axis Bank

🔹 Why is Axis Bank considered a recovery play?

🔹 How important is provisioning for bank earnings?

🔹 Why does Axis Bank trade at a valuation discount?

🔹 What risks remain in Axis Bank retail book?

🔹 Can Axis Bank close the gap with top private peers?

SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.

Axis Bank recovery, Axis Bank valuation gap, private bank earnings India, Axis Bank IIFL view, Indian banking sector

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Jackpot Bank Nifty Option tip, as the name suggests has the potential to get you more money Profit as it is not the number of tips one trades; but it is the accuracy of a single tip which has the potential to help you realise your financial dreams. This tip is a value for money for all i.e whether one can see the trading terminal or not or is dealing through a broker on phone at BSE, NSE or in F&O. Thus you are on a correct path of making money every day with single daily accurate tip. Click on Image or Post Title to Read More.

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Latest Video Reviews by Clients

You can have a look at the Video Reviews provided by our ongoing current clients regarding Indian-Share-Tips.Com Services to include Bank Nifty Option Tip. You must have a look to know about their satisfaction level, profit generated and complaints if any. Click on Image or Post Title to Read More.

In

Awards and Recognition

An award is something which is awarded based on Merit. Awards & Recognition are a must in Life as it provides the necessary vigour to keep progressing ahead in Life. Awards do not only acknowledge success; they recognise many other qualities: ability, struggle, effort and, above all, excellence. This is the reason that for past 22 Years we have been christined as Best Stock Market Tips Provider & we are at the 'Top' in this field. Check out our Awards by clicking on Image or Post Title Now!!

Best share market tips provider award in India

 
Chart> Nifty A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 0-9