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  Reema Tendulkar   

@Reematendulkar

Anchor and Deputy editor - CNBC TV18 follow me on insta handle - Reema_tendulkar

Followers: 47,432

  •   Reema Tendulkar   

    @Reematendulkar

    Hcl tech Rev inline margins miss Actual Est CC 2.7% 2.5-3% EBIT % 17% 17.6% Margins decline dn 100 bps QOQ to 17% which is lower than co guidance of 18-20% FY23 Rev growth guidance retained at 12-14% FY23 Margin guidance retained at 18-20% @CNBCTV18News

    12/07/2022 09:07:34 PM     Share:    


      Reema Tendulkar   

    @Reematendulkar

    Mgmt to @CNBCTV18News will hit $1b of revenues by FY27 . Cost inflation is a complete pass through.

    07/07/2022 07:07:20 PM     Share:    


      Reema Tendulkar   

    @Reematendulkar

    Infosys to report Q1 results last and that too on a sunday !! Earnings calendar - Q1FY23 TCS: 8th July Wipro: 20th July HCL : 21st July Infosys : 24th July Board members too busy to meet or waiting to hear what others say?

    30/06/2022 10:32:30 AM     Share:    


      Reema Tendulkar   

    @Reematendulkar

    FII sold in May and went away FII sold -$6.9b in May, the highest monthly outflow since March 2020 DII absorbed +$6.5bn of the above MTD: nifty dn 3% Midcaps dn 5.3% small cap dn 10.2% #equitymarkets #marketwatch

    01/06/2022 08:19:21 AM     Share:    


      Reema Tendulkar   

    @Reematendulkar

    L&T will be reporting earnings tomorrow this is the @CNBCTV18News poll Q4FY22e YOY Rev up 10.4% at Rs 53100 cr vs Rs 48087.9 cr EBITDA at Rs 6820 cr vs Rs 6388.9 cr EBITDA % at 12.84% vs 13.2% PAT up 20% at Rs 3950 cr vs Rs 3293 cr ** CNBC TV18 poll @larsentoubro

    11/05/2022 11:15:51 AM     Share:    


      Reema Tendulkar   

    @Reematendulkar

    Siemens expectations - results tomorrow Q2FY22 YOY (their year ends in Sept) Rev up 14.8% at Rs 3850 cr vs Rs 3354.3 cr EBITDA at Rs 410 cr vs Rs 441.4 cr EBITDA % at 10.6% vs 13.15% PAT dn 7.1% at Rs 305 cr vs rs 328.3 cr *** CNBC TV18 poll @CNBCTV18Live

    11/05/2022 11:14:29 AM     Share:    


      Reema Tendulkar   

    @Reematendulkar

    IDBI bank FY23 Guidance •NIMs 3.5- 3.75% •ROA at 1% •Slippage ratio below 2.5% •GNPA below 14% Post LIC IPO, will start working on disinvestment Major work will be done by DIPAM Hope to complete the transaction in FY23 @IDBI_Bank @CNBCTV18News

    05/05/2022 11:14:38 AM     Share:    


      Reema Tendulkar   

    @Reematendulkar

    Cyient’s announces its largest acquisition to date. Acquires ERD co in EU, Citec, for EUR 94 Citec CY21 Rev euro 80m Valuation is 1.2x EV/Sales Acquisition of Citec would help Cyient to strengthen its European presence Acquisition est to add ~12% of Cyients FY23Rev @Cyient

    25/04/2022 09:18:19 AM     Share:    


      Reema Tendulkar   

    @Reematendulkar

    Infosys delivery volumes on NSE + BSE combined at Rs 3150 cr ~60% of total volumes @Infosys @CNBCTV18News

    18/04/2022 06:57:17 PM     Share:    


      Reema Tendulkar   

    @Reematendulkar

    Mindtree - Reports a good qtr Q4FY22 QoQ $ rev up 4.75% at $383.8m vs $366.4m Re Rev up 5.4% at Rs 2897.4 cr vs Rs 2750 cr EBIT % at 548.7 cr vs Rs 528.9 cr EBIT % at 19% vs 19.2% PAT up 8.1% at Rs 473.1 cr vs Rs 437.5 cr @Mindtree_Ltd @CNBCTV18News

    18/04/2022 06:42:25 PM     Share:    


      Reema Tendulkar   

    @Reematendulkar

    L&T info + Merger Risk: management churn Who will lead the combined entity Will it be Mindtree’s Deashis Chatterjee or L&TInfo Sanjay Jalona @LTI_Global @Mindtree_Ltd ** if it gets announced CNBC TV18 has not independently verified news

    18/04/2022 02:44:24 PM     Share:    


      Reema Tendulkar   

    @Reematendulkar

    L&T info + Mindtree - Merger has biz Synergies, portfolios are complimentary •L&T info has greater presence in BFS vertical •BFSI contributes 32.8% to LTI rev • Mindtree has a greater presence in insurance, retail, Media, communication @LTI_Global @Mindtree_Ltd

    18/04/2022 02:42:25 PM     Share:    


      Reema Tendulkar   

    @Reematendulkar

    Mindtree results today - CNBC TV18 poll Q4FY22e QoQ $ Rev up 4.9% at $384.5m vs $366.4m Re Rev up 5.1% at Rs 2890 cr vs Rs 2750cr EBIT at Rs 542 cr vs Rs 528.9cr EBIT % at 18.8% vs 19.2% PAT dn 0.1% at Rs 437 cer vs Rs 437.5cr *** CNBCTV18 poll @CNBCTV18News @Mindtree_Ltd

    18/04/2022 10:15:50 AM     Share:    


      Reema Tendulkar   

    @Reematendulkar

    Infosys vs TCS CC EBIT % change Infy 1.2% -200 bps TCS 3.2% flat @CNBCTV18News

    13/04/2022 05:11:29 PM     Share:    


      Reema Tendulkar   

    @Reematendulkar

    Infosys disappoints in Q4, big miss on Rev and margins $ Rev growth at 0.7%, CC Rev growth at 1.2% (Est 2.5% - 3%) EBIT margins are at 21.5% vs 23.5% (est at 23.3%) FY23 guidance positive: CC Rev growth seen at 13-15% Negative: EBIT % seen between 21-23% @CNBCTV18Live

    13/04/2022 05:11:03 PM     Share:    


      Reema Tendulkar   

    @Reematendulkar

    Also guides for Borosil consumer to be 1000 cr Co by 2-3 years. Borosil scientific to be a 400-500 cr rev co in 2-2.5 years. @Borosil

    11/04/2022 05:39:14 PM     Share:    


      Reema Tendulkar   

    @Reematendulkar

    govt doing an OFS in ONGC when crude prices are high and a potential big upward revision in gas prices is on the anvil ? #ONGC

    30/03/2022 11:20:28 AM     Share:    


      Reema Tendulkar   

    @Reematendulkar

    key focus will be Fed Chair Powell’s testimony before the House Panel on 2 Mar, and to the Senate Panel on 3 Mar Investors dialed back their expectations from Fed, now est 5 hikes vs 7 hikes earlier tightrope walk for Powell to fight inflation at a time of global turmoil.

    02/03/2022 06:56:57 AM     Share:    


      Reema Tendulkar   

    @Reematendulkar

    Market set up - We closed in the red for the 6th day in a row , reversing gains Maket is struggling to break out from a range of 16800 – 17400 Nifty support sat 16800 Feb monthly expiry tiday FIIs Net Sell `3,417.16 Cr In Equities yest DIIs Net Buy `3,024.37 Cr In Equities yest

    24/02/2022 06:19:51 AM     Share:    


      Reema Tendulkar   

    @Reematendulkar

    Wipro wins a $150m deal from ABB to drive workplace transformation. ABB says "will enable employees to ‘work the way they live’, giving them access to their needs at any time, from anywhere, & on any devices with the highest possible speed & greatest digital experience. @Wipro

    17/02/2022 08:20:11 AM     Share:    


  Reema Tendulkar   

@Reematendulkar

Anchor and Deputy editor - CNBC TV18 follow me on insta handle - Reema_tendulkar

Followers: 47,432

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