
Reema Tendulkar
@Reematendulkar
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CNBC TV18 Anchor and Editor- Tech & Telecom- follow me on insta handle - Reema_tendulkar
Mumbai, India
Joined September 2013
#2QWithCNBCTV18 | Top IT giants, Infosys (@Infosys) and Wipro (@Wipro) largely meet expectations in Q2FY26. Brokerages on Wipro: Jefferies has 'Underperform' call while Nomura has a 'Buy' rating Brokerages on Infosys: Jefferies, Nomura and HSBC bullish @Reematendulkar
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Cues For Today A team that lights up like a firecracker, every-time there’s an opportunity for a picture :) Wish you and your loved ones a crackling day of trade and festivities!
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#2QWithCNBCTV18 | Infosys (@Infosys) & Wipro (@Wipro) report Q2FY26 earnings -Infosys revenue beat, tightens FY26 guidance band -Wipro's Q3 guidance points to improvement @Reematendulkar
#CNBCTV18Market #Infosys #Wipro #earnings #revenue #margin #stock #stockmarket
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I.T. REPORT CARD. India's top 5 IT companies have managed to beat muted estimates in Q2. @ReemaTendulkar with the number crunching. #2QWithCNBCTV18
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#GlobalOutlook James Knightley of #ING to @CNBCTV18News - Expect #Fed to cut rates in October and December - #Gold may continue to trend higher even post the sharp uptick #CNBCTV18Market @Reematendulkar, @Nigel__DSouza & @blitzkreigm WATCH HERE:
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IRFC (@IRFC_1986): Net Profit Rises 10% In Q2FY26 CMD, Manoj Kumar Dubey to @CNBCTV18News - Can exceed FY26 sanction guidance of Rs 60,000 cr - Target is to maintain yield in double digits #CNBCTV18Market @Reematendulkar, @Nigel__DSouza & @blitzkreigm WATCH HERE:
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#MarketMasters Gautam Chhaochharia of @UBS to @CNBCTV18News - Market remains rangebound - MF liquidity continues to provide support - #FII positioning in India remains light #CNBCTV18Market @Reematendulkar, @Nigel__DSouza & @blitzkreigm WATCH HERE:
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KEI Industries (@keicable) Under Pressure On The Back Of Q2FY26 Earnings CMD, Anil Gupta to @CNBCTV18News - Aiming to maintain 18-19% export revenue share in FY26 - Maintain revenue guidance for wires & cables at 20% #CNBCTV18Market @Reematendulkar, @Nigel__DSouza &
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#2QWithCNBCTV18 | IT Sector In Focus Infosys (@Infosys), Wipro (@Wipro) and LTIMindtree (@LTIMindtreeOFCL) to report Q2FY26 earnings today @Reematendulkar with key expectations #CNBCTV18Market #earnings #stocks #stockmarket #stocknews
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IT score card - so far beat on muted expectations CC Rev Actual Est Tech M 1.6% 1% HCLT 2.4% 1.5% TCS 0.8% 0.3% EBIT % Actual Est Tech M 12.1% 11.7% HCLT 17.4% 17.1% TCS 25.2% 24.7% Margin expand QoQ aided by INR
StocksToWatch: @tech_mahindra, HCLTech (@hcltech) And #TCS Report Strong Q2 Earnings - Strong Constant Currency Revenue growth by companies - Companies beat EBIT Margin estimates #CNBCTV18Market @Reematendulkar
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Herald Van Der Linde in late Sept said While Indian equities have underperformed emerging markets (EM) by 32ppt since mid-September 2024, the worst performance since 2001, we now find the market attractive. In cricketing terms, we expect it to return to form. Valuations have
#GlobalOutlook Herald Van Der Linde of @HSBC to @CNBCTV18News - India now offers strong value at a lower cost than China - #Gold prices are driven by central banks as they are trying to diversify #CNBCTV18Market @_prashantnair, @Reematendulkar & @Nigel__DSouza Watch Here:
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Persistent up 6% JM Fin calls it "a near perfect qtr" Nomura says All-round performance in 2QFY26 CLSA says HIGH CONVICTION OUTPERFORM @Persistentsys #TechAtWork #Q2Results #PersistentSystems
#2QWithCNBCTV18 | #PersistentSystems gains over 6% after a strong second quarter. Brokerages are also largely bullish on company. #CNBCTV18Market @Reematendulkar
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Tech Mah Co is at the mid point of its 3 yr turnaround plan. Co maintains FY27 guidance of growth above industry average and margin of ~15%. And says FY27 growth will be better than FY26 but it may be muted vs the initial expectations given the macros. Q2 Rev and margins
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Persistent - reports a beat CC rev growth at 4.4% vs est of 3.9% EBIT % up 80 bps at 16.3% vs est of 15.7% TCV at $609.2mn (+17% qoq, +15% yoy) New wins TCV at $350.8mn (+4% qoq, -10% yoy) 4th consecutive quarter of net Headcount addition Net addition at +884 (last qtr at
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What to watch today Nifty weekly expiry LG Electronics IPO (Price 1140, subscription 54X) Results: Persistent Systems Ltd, Tech Mahindra, ICICI Lombard General Insurance Company Ltd, ICICI Prudential Life Insurance Company Ltd, Cyient DLM, IREDA, Bank of Maharashtra Tata
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LG Electronics offered at ~30X fwd PE at Rs 1140 Analysts see fair valuations at 40-42X, pegging TP at ~1800 BrokerageRatingTarget Price (TP) NomuraBuy₹1,800 Ambit Buy₹1,820 Motilal OswalBuy₹1,800 This was 1st Indian IPO to cross bids worth over ₹4 lakh cr #IPOKYC
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HCL Tech: Rev growth, margins & deal wins ahead of est CC Rev growth at 2.4% vs est of 1.5% EBIT margins at 17.4% vs est of 17.1% EBIT margins expand 110 bps QoQ Deal wins expand 42% QoQ at $2.5b Overall Rev growth guidance at 3-5% Services guidance narrowed to 4-5% (vs 3-5%
#2QWithCNBCTV18 | @hcltech Q2FY26 earnings beat estimates - Net profit rises 10.2% YoY - Advanced AI revenue exceeds $100 m @Reematendulkar #AI #advancedAI
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