Information Technology: Moderating, yet Strong
IT index is up >40% (mid-tier >100%) over the past year, supported by (1) earnings upgrade of ~5% for tier-1 IT and ~20% for mid-tier IT and...
398 Views
Mphasis - Strong Quarter and Improving Outlook
Mphasis (MPHL)’s 3QFY25 revenue was 0.1% QoQ in Constant Currency (CC), in-line with our estimate of 0.2% QoQ CC. Direct business grew 0.2%/5.1%...
287 Views
Mphasis - Strong Quarter and Improving Growth Outlook
Mphasis (MPHL)’s 2QFY25 revenue was 2.5% QoQ in Constant Currency (CC), which was above our estimate (+2 % QoQ CC). Direct business grew 2.4%/6.2%...
273 Views
Mphasis - Improvement Fully Priced In
Mphasis (MPHL)’s 1QFY25 revenue was flat QoQ in constant currency (CC), which was weaker than our estimate (+1.2% QoQ CC).
253 Views
Mphasis - Growth Trajectory to Improve with Strong Exit to FY24E
Mphasis’ (MPHL) growth trajectory is expected to improve, supported by large non-BFS deal wins, bottoming out of the BFS portfolio (biggest...
267 Views