External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

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Equity Bottom-Up

<div><div><div><div><ul><li>LTIMindtree is India’s sixth largest IT services exporter and has strong global presence.</li><li>It provides industry wide solutions including next gen services like Cloud computing, digital transformations, IoT, Machine learning etc.</li><li>Infosys also has expertise in providing solutions in verticals like banking and financial services, Retail, Manufacturing etc.</li></ul></div></div></div></div><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>

LTIMindtree is India’s sixth largest IT services exporter and has strong global presence.It provides industry wide solutions including next gen services like Cloud computing, digital transformations, IoT, Machine learning etc.Infosys also has expertise in providing solutions in verticals like banking and financial services, Retail, Manufacturing etc.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.

<ul><li>Improved outlook on the vertical and engagement with clients give us confidence in the future outlook of the company.</li><li>TCV stood strong in Q3FY23 with eight quarter-high deal wins at $1.5 Bn</li><li>The management is confident of gaining medium-term demand momentum on the backdrop of the deals it has won in the previous quarters as well as it expects improvement on the margin front.</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>

Improved outlook on the vertical and engagement with clients give us confidence in the future outlook of the company.TCV stood strong in Q3FY23 with eight quarter-high deal wins at $1.5 BnThe management is confident of gaining medium-term demand momentum on the backdrop of the deals it has won in the previous quarters as well as it expects improvement on the margin front.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.

LTIMINDTREE Ltd. - Margins Miss; Improving Growth Outlook

External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

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>LTIMindtree (LTIM) delivered its first quarterly performance as a combined entity clocking quarterly revenue of USD 1.05bn and recording deal bookings of USD 1.2bn</li><li>We believe that LTIM can take market share from tier-1 IT (LTIM 5% of India tier-1 IT but 8-10% share of incremental growth)</li><li>LTIM expects ~USD 1bn in revenue synergies over 4-5 years and ~200bps cost synergies</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>

LTIMindtree (LTIM) delivered its first quarterly performance as a combined entity clocking quarterly revenue of USD 1.05bn and recording deal bookings of USD 1.2bnWe believe that LTIM can take market share from tier-1 IT (LTIM 5% of India tier-1 IT but 8-10% share of incremental growth)LTIM expects ~USD 1bn in revenue synergies over 4-5 years and ~200bps cost synergiesContent 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.

LTIMindtree (Results Review Q3FY23): Change of orbit. BUY

<ul><li>Accenture reported robust Q1FY23 numbers which stood in line with the street expectations.</li><li>Revenue for the quarter stood at $15.7 Bn, posting an encouraging growth of 5% YoY in USD and 15% in local currency despite rising pressures of slowdown and increasing interest rates.</li><li>In line with the revenue growth, the company’s operating margins grew by 20bps to 16.5%. Its EPS for Q1FY23 stood at $3.08, up 17%, beating analyst estimates of $2.91. Accenture flagged a negative impact of ~9.5% on sales from a stronger dollar.</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>

Accenture reported robust Q1FY23 numbers which stood in line with the street expectations.Revenue for the quarter stood at $15.7 Bn, posting an encouraging growth of 5% YoY in USD and 15% in local currency despite rising pressures of slowdown and increasing interest rates.In line with the revenue growth, the company’s operating margins grew by 20bps to 16.5%. Its EPS for Q1FY23 stood at $3.08, up 17%, beating analyst estimates of $2.91. Accenture flagged a negative impact of ~9.5% on sales from a stronger dollar.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.

Accenture - Results In-Line With Expectation; Guidance Below Expectations

External broker reports(aggregated public sources), Emkay Global Financial Services Limited

Emkay

Emkay Global Financial Services Limited

Emkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades. 

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>Q3 revenue growth is likely to be impacted by the higher-than-usual furloughs, lower number of working days at onsite, and elimination of related-party revenue between LTI-MTCL (~0.4% in FY22).</li><li>LTIM is seeing delay in decision-making in Retail &amp; CPG, Hi-tech and E&amp;U.</li><li>Mgmt expects a weaker margin trajectory in H2 due to moderation in the revenue growth momentum and anticipated one-off costs related to the merger &amp; business mix (higher passthrough revenue in H2).</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>

Q3 revenue growth is likely to be impacted by the higher-than-usual furloughs, lower number of working days at onsite, and elimination of related-party revenue between LTI-MTCL (~0.4% in FY22).LTIM is seeing delay in decision-making in Retail &amp; CPG, Hi-tech and E&amp;U.Mgmt expects a weaker margin trajectory in H2 due to moderation in the revenue growth momentum and anticipated one-off costs related to the merger &amp; business mix (higher passthrough revenue in H2).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.

LTIMindtree - Demand Moderation and One-Off Costs to Weigh on H2 Performance

India

LTM Limited is an Indian multinational information technology services and consulting company. It provides a range of IT services including cloud and infrastructure, cybersecurity, data and insights, digital engineering, and platform operations services to clients across diverse industries. The company was founded on December 23, 1996, and is headquartered in Mumbai, India.

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LTM (LTM IN)

Pick of the Week - LTIMindtree Ltd

LTIMindtree is India’s sixth largest IT services exporter and has strong global presence. It provides industry wide solutions including next gen...

Axis Direct

LTIMINDTREE Ltd. - Margins Miss; Improving Growth Outlook

Improved outlook on the vertical and engagement with clients give us confidence in the future outlook of the company. TCV stood strong in Q3FY23...

Axis Direct

LTIMindtree (Results Review Q3FY23): Change of orbit. BUY

LTIMindtree (LTIM) delivered its first quarterly performance as a combined entity clocking quarterly revenue of USD 1.05bn and recording deal...

HDFC Securities

Accenture - Results In-Line With Expectation; Guidance Below Expectations

Revenue for the quarter stood at $15.7 Bn, posting an encouraging growth of 5% YoY in USD and 15% in local currency despite rising pressures of...

Axis Direct

LTIMindtree - Demand Moderation and One-Off Costs to Weigh on H2 Performance

Q3 revenue growth is likely to be impacted by the higher-than-usual furloughs, lower number of working days at onsite, and elimination of related...

Emkay

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