It Services Q1fy25 Result Preview – Moderated Growth; Recovery Expected
Many large enterprises are likely to prioritize cost optimizations, resulting in an increase in cost take-out deals, vendor consolidation, and...
231 Views
IT: More of the same is good news
IT sector (coverage universe) continues to transition from a protracted IT upgrade cycle and low discretionary spending to some normalisation in...
337 Views
Infosys: Extended Volatility Leading to Delayed Recovery. Maintain ADD
Infosys’ (INFO) performance volatility continued with revenue weakness and uninspiring guidance for next year. High discretionary portfolio,...
727 Views
Infosys Ltd - Weakness Continues; Tepid Guidance for FY25
In Q4FY24, Infosys Ltd (Infy) reported revenue of Rs 37,923 Cr, down 2.3% QoQ and 2.2% QoQ (in CC terms) which stood below our expectations.
495 Views
IT Sector (Q4FY24E Results Preview): Transition period from ‘gradually’ to ‘eventually’
IT sector (coverage universe) growth is expected to bottom out in Q4FY24 and recover ‘gradually’ in FY25E. The slowdown in macro is still a...
367 Views