External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

External broker reports(aggregated public sources)

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

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Equity Bottom-Up

<p>We attended LTI's Analyst Day, where the management a) reiterated its guidance for strong broad-based growth for the coming 35 years and b) highlighted The Great Restructuring' as a key driver of the demand tailwind. The management remains confident about this growth trajectory and mentioned six factors that would drive growth demand, capability, talent, sales and marketing, team, and operational resilience. The company continues to expect faster growth than the industry average growth of 9%+ as digital transformation led demand fuels client spending.</p><div class="content-highlight"><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></div>

We attended LTI's Analyst Day, where the management a) reiterated its guidance for strong broad-based growth for the coming 35 years and b) highlighted The Great Restructuring' as a key driver of the demand tailwind. The management remains confident about this growth trajectory and mentioned six factors that would drive growth demand, capability, talent, sales and marketing, team, and operational resilience. The company continues to expect faster growth than the industry average growth of 9%+ as digital transformation led demand fuels client spending.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.

Growth outlook turbocharged by cloud spend

LTIMindtree

Growth outlook turbocharged by cloud spend