External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

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.

Equity Bottom-Up

<ul><li>LTIMindtree’s (LTIM) growth is expected to accelerate, supported by the current scale and foundation of the company</li><li>At its Investor Day, LTIM highlighted some of its aspirations and AI-led growth drivers</li><li>The growth aspiration of USD 10 billion implies a ~12% CAGR over FY25-32E, the EBITM target of 17-18% is expected to be achieved sooner, aided by operating leverage</li></ul>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’s (LTIM) growth is expected to accelerate, supported by the current scale and foundation of the companyAt its Investor Day, LTIM highlighted some of its aspirations and AI-led growth driversThe growth aspiration of USD 10 billion implies a ~12% CAGR over FY25-32E, the EBITM target of 17-18% is expected to be achieved sooner, aided by operating leverageContent 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.

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>At its analyst meet, LTIMindtree (LTIM) highlighted the proliferation of AI across the value chain and the company’s readiness to capitalize on this new opportunity.</li><li>AI is fundamentally transforming the way clients and system integrators are functioning, and LTIM aims to be at the forefront of this change.</li><li>The company’s pivot to AI – AI in everything, everything for AI, and AI for everyone – has started reaping benefits, with AI now being a key part of the recent deal wins.</li></ul>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.

At its analyst meet, LTIMindtree (LTIM) highlighted the proliferation of AI across the value chain and the company’s readiness to capitalize on this new opportunity.AI is fundamentally transforming the way clients and system integrators are functioning, and LTIM aims to be at the forefront of this change.The company’s pivot to AI – AI in everything, everything for AI, and AI for everyone – has started reaping benefits, with AI now being a key part of the recent deal wins.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 - Making AI the Center of Operations

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Tata Communications Divests INR 330 Crores ATM Business to TSI</li>
<li>Tata Motors to Separate Passenger and Commercial Vehicles Business Segments</li>
<li>LTIMindtree Opens 6,500 Sq. ft. Innovation Hub in Houston, Texas</li>
</ul>


Tata Communications Divests INR 330 Crores ATM Business to TSI
Tata Motors to Separate Passenger and Commercial Vehicles Business Segments
LTIMindtree Opens 6,500 Sq. ft. Innovation Hub in Houston, Texas


# 71 India Insight: Tata Comm Divest Business, LTI Innovation Hub, Tata Motors Separates PV Business

<ul><li>Infosys: Infosys (INFO) delivered a strong Q2 top-line leading to the anticipated guidance increase for FY25E</li><li>INFO outperformed peers in Q2FY25 on anticipated lines (Infosys update: On your marks, get set…), driven by improved demand in BFSI (seven large deals) and an uptick in short-cycle/small to mid-sized deals</li><li>Management commentary pointed to a stable demand environment and an uptick in discretionary in parts of the BFSI vertical</li></ul>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.

Infosys: Infosys (INFO) delivered a strong Q2 top-line leading to the anticipated guidance increase for FY25EINFO outperformed peers in Q2FY25 on anticipated lines (Infosys update: On your marks, get set…), driven by improved demand in BFSI (seven large deals) and an uptick in short-cycle/small to mid-sized dealsManagement commentary pointed to a stable demand environment and an uptick in discretionary in parts of the BFSI verticalContent 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.

HSIE Results Daily: Infosys, Axis Bank, Wipro, LTIMindtree, Mphasis, Karur Vysya Bank

External broker reports(aggregated public sources), Axis Direct

Axis Direct

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank 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>Long-term outlook positive: The long-term outlook for the verticals and client engagement remains resilient.</li><li>The management is highly optimistic about long-term growth across various verticals, anticipating a broad-based expansion.</li><li>However, prevailing macroeconomic challenges may temper growth momentum in the short term.</li></ul>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.

Long-term outlook positive: The long-term outlook for the verticals and client engagement remains resilient.The management is highly optimistic about long-term growth across various verticals, anticipating a broad-based expansion.However, prevailing macroeconomic challenges may temper growth momentum in the short term.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 Lt - Results Beat Expectations; Improved Outlook

India

LTIMindtree Limited provides information technology services and solutions. The Company offers analytics and information management, enterprise integration, applications management, cloud computing, testing, and consulting services, as well as geographical information and manufacturing execution systems. LTIMindtree serves customers worldwide.

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LTIMindtree (LTIM IN)

LTIMindtree - Foundation in Place

The growth aspiration of USD 10 billion implies a ~12% CAGR over FY25-32E, the EBITM target of 17-18% is expected to be achieved sooner, aided by...

HDFC Securities

LTIMindtree - Making AI the Center of Operations

At its analyst meet, LTIMindtree (LTIM) highlighted the proliferation of AI across the value chain and the company’s readiness to capitalize on...

Emkay

# 71 India Insight: Tata Comm Divest Business, LTI Innovation Hub, Tata Motors Separates PV Business

Tata Communications sells ATM business, Tata Motors to separate vehicle segments, LTIMindtree opens innovation hub in Houston.

Sudarshan Bhandari

HSIE Results Daily: Infosys, Axis Bank, Wipro, LTIMindtree, Mphasis, Karur Vysya Bank

INFO outperformed peers in Q2FY25 on anticipated lines (Infosys update: On your marks, get set…), driven by improved demand in BFSI (seven large...

HDFC Securities

Ltimindtree Lt - Results Beat Expectations; Improved Outlook

The management is highly optimistic about long-term growth across various verticals, anticipating a broad-based expansion.

Axis Direct

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52-week Range

Market Cap (USDm)

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Dividend (Yield)

LTIMindtree - Foundation in Place

The growth aspiration of USD 10 billion implies a ~12% CAGR over FY25-32E, the EBITM target of 17-18% is expected to be achieved sooner, aided by...

HDFC Securities

LTIMindtree - Making AI the Center of Operations

At its analyst meet, LTIMindtree (LTIM) highlighted the proliferation of AI across the value chain and the company’s readiness to capitalize on...

Emkay

# 71 India Insight: Tata Comm Divest Business, LTI Innovation Hub, Tata Motors Separates PV Business

​Tata Communications sells ATM business, Tata Motors to separate vehicle segments, LTIMindtree opens innovation hub in Houston.

Sudarshan Bhandari

HSIE Results Daily: Infosys, Axis Bank, Wipro, LTIMindtree, Mphasis, Karur Vysya Bank

INFO outperformed peers in Q2FY25 on anticipated lines (Infosys update: On your marks, get set…), driven by improved demand in BFSI (seven large...

HDFC Securities

Ltimindtree Lt - Results Beat Expectations; Improved Outlook

The management is highly optimistic about long-term growth across various verticals, anticipating a broad-based expansion.

Axis Direct

Tata Communications sells ATM business, Tata Motors to separate vehicle segments, LTIMindtree opens innovation hub in Houston.