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Info Edge Q3 Results: The company announced an interim dividend of Rs 2.40 per share for FY26 and fixed Friday, February 20, 2026, as the record date. The dividend will be paid on or after March 9, 2026.
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Gaudium IVF plans to raise Rs 150-200 crore via IPO, expected to open February 20, becoming the first in its sector to go public. The offering includes a fresh issue for expansion and an offer-for-sale by the promoter. Proceeds will fund new centers, debt repayment, and general corporate needs.
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Indian IT stocks have seen significant drops, losing Rs 5.7 lakh crore. JP Morgan believes these firms are essential “plumbers” for technology. They are now offering deep value opportunities. Dividend yields are at crisis-level highs. JP Morgan recommends buying Infosys and TCS, seeing limited downside and potential upside.
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Investors are seeking new opportunities after market corrections. Sameer Dalal suggests focusing on domestic sectors like consumption, cement, and discretionary plays. He sees a revival in discretionary consumption and tourism. The cement sector is also highlighted as an overlooked opportunity. Dalal believes India’s consumption revival story offers compelling investment potential for the next one to two years.
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AI’s impact on India’s IT sector is unfolding in two phases: near-term automation causing deflationary pressure, followed by longer-term business transformation creating inflationary opportunities. Analyst Kumar Rakesh suggests markets may be overreacting to the front-loaded disruption, with a potential neutral long-term outcome.
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