"We were expecting 5 to 10 bps compression this quarter given the funding cost, the way it has increased for many banks."

"The biggest positive surprise was dollar revenue growth of 4% QoQ in a seasonally weaker December quarter."

"We have a ‘reduce’ call on the stock because the valuations of SBI are still at quite a premium to the other peers."

"UltraTech numbers were way below estimates. The results has emphasised the ground realities which the stock seems to have forgotten."

ONGC’s profit would decline because their volume growths are almost flat. There is subsidy burden for which they are paying at $56 per barr...

"SBI has huge mid corporate and SME portfolio wherein we may see some more slippages"

"Correction in ACC will be smaller than that in Ambuja."

"In Ambuja we are looking for a flat top line of around Rs 2500 crore and expect the PAT to be 26-27% down to around Rs 340 crore. "

"With this kind of result, I would not be surprised if some profit booking happens in due course of time and also on the revenue front if y...

"Hero MotoCorp has come out with a good set of numbers after disappointing for past several quarters."

"Nearly all the private banks which have reported so far have delivered a positive surprise, especially at the margins front."

The long-term investors who like stable business and sustainable recurring set of numbers will prefer TCS.

"Three-wheelers margins are much superior to two-wheeler ones. So despite that DEPB impact coming in, the mix improved drastically," says B...

'We are not very positive on the Axis Bank credit growth. The advances’ portfolio largely remains flatted. It is a growth of around 1 to 2%...

Provisions have declined substantially over last year and are at some Rs 2000 crore, says Nitin Kumar of Quant Broking.

In an interview with ET Now, Shardul Pradhan, Research Analyst, Quant Broking Pvt Ltd, gives his take on Sun Pharma’s Q2 numbers.Excerpts:

Biju Samuel, Market Strategist, Quant Broking, spoke to ET Now on Indian Equities and IT sector.