Top Sector Ideas – IT Services (Q1FY25)
Recovery Trends in Q1FY25: Most IT companies have shown improved performance in Q1FY25, indicating a revision in demand and stabilization of...
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Q1FY25 - Consolidated Earnings Preview
Based on our and consensus estimates, we forecast Nifty to deliver Revenue/EBITDA/PAT growth of 7.8%/3%/1.2% respectively for the quarter.
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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...
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Top Sector Ideas - IT Services (Q4FY24)
Disappointing revenue growth: Most IT companies have reported disappointing revenue growth in Q4FY24, indicating subdued demand from the world’s...
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IT Services: Q3FY24 Review – Hits & Misses
Many Indian IT service companies sees the demand for new edge technology like generative AI, IoT Machine learning etc despite the lack of near-term...
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