External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

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Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Birlasoft (BSOFT) is a leading mid-tier IT services company with a scalable services portfolio</li><li>The recent leadership changes can propel growth as well as improve the quality of revenue</li><li>BSOFT’s return potential is a combination of both earnings growth trajectory and multiple rerating, supported by an acceleration in growth, resilience &amp; scalability of the services portfolio and strong relative positioning</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Birlasoft (BSOFT) is a leading mid-tier IT services company with a scalable services portfolioThe recent leadership changes can propel growth as well as improve the quality of revenueBSOFT’s return potential is a combination of both earnings growth trajectory and multiple rerating, supported by an acceleration in growth, resilience &amp; scalability of the services portfolio and strong relative positioningContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Birlasoft (Initiating Coverage): The Next Large Mid-Tier. BUY

External broker reports(aggregated public sources), ICICI Securities Ltd

ICICI Securities Limited

ICICI Securities Ltd

ICICI Securities Limited provides investment services. The Company provides corporate and investment banking, securities, wealth management, retail brokerage, initial public offerings, and advisory services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Birlasoft Ltd (Birlasoft) has strength in non-ERP digital businesses like CRM, B &amp; data analytics, app development &amp; enterprise solution.</li><li>The company caters to manufacturing, BFSI, energy &amp; utility and life sciences</li><li>Debt free and healthy double digit return ratio (with RoCE of &gt;19%).</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Birlasoft Ltd (Birlasoft) has strength in non-ERP digital businesses like CRM, B &amp; data analytics, app development &amp; enterprise solution.The company caters to manufacturing, BFSI, energy &amp; utility and life sciencesDebt free and healthy double digit return ratio (with RoCE of &gt;19%).Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Birlasoft Ltd (Birlasoft) - Revenue Guidance Downgraded

<ul><li>Birlasoft Ltd (Birlasoft) has strength in non-ERP digital businesses like CRM, B &amp; data analytics, app development &amp; enterprise solution.</li><li>The company caters to manufacturing, BFSI, energy &amp; utility and lifescience</li><li>Target Price and Valuation: We value Birlasoft at Rs 540 i.e. 23x P/E on FY24E EPS</li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Birlasoft Ltd (Birlasoft) has strength in non-ERP digital businesses like CRM, B &amp; data analytics, app development &amp; enterprise solution.The company caters to manufacturing, BFSI, energy &amp; utility and lifescienceTarget Price and Valuation: We value Birlasoft at Rs 540 i.e. 23x P/E on FY24E EPSContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Birlasoft Ltd: Strong Deal Pipeline Provides Visibility

<p>We continue to remain positive and retain our BUY rating on the stock Target Price and Valuation: We value Birlasoft at Rs 475 i.e. 25x P/E on FY23E EPS Key triggers for future price performance: Revenue growth is expected to be achieved via client mining, cross sell,...</p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

We continue to remain positive and retain our BUY rating on the stock Target Price and Valuation: We value Birlasoft at Rs 475 i.e. 25x P/E on FY23E EPS Key triggers for future price performance: Revenue growth is expected to be achieved via client mining, cross sell,...Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Birlasoft: Growth to Improve in Coming Quarters

India

Birlasoft is an Indian multinational information technology services and consulting company. It specializes in digital transformation, integrating cloud, AI, and data analytics into operations, and offers services such as intelligent automation, product lifecycle management, and enterprise resource planning. The company is headquartered in Pune, India, and was founded in 1990.

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Birlasoft (BSOFT IN)

Birlasoft (Initiating Coverage): The Next Large Mid-Tier. BUY

Birlasoft (BSOFT) is a leading mid-tier IT services company with a scalable services portfolio. The recent leadership changes can propel growth as...

HDFC Securities

Birlasoft Ltd (Birlasoft) - Revenue Guidance Downgraded

Birlasoft Ltd (Birlasoft) has strength in non-ERP digital businesses like CRM, B & data analytics, app development & enterprise solution.

ICICI Securities Limited

Birlasoft Ltd: Strong Deal Pipeline Provides Visibility

Birlasoft Ltd (Birlasoft) has strength in non-ERP digital businesses like CRM, B & data analytics, app development & enterprise solution.

ICICI Securities Limited

Birlasoft: Growth to Improve in Coming Quarters

We continue to remain positive and retain our BUY rating on the stock Target Price and Valuation: We value Birlasoft at Rs 475 i.e. 25x P/E on...

ICICI Securities Limited

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