External broker reports(aggregated public sources), Prabhudas Lilladhar

Prabhudas Lilladhar

Prabhudas Lilladher is one of India's leading research based financial services organisation.  

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.

External broker reports(aggregated public sources)

Prabhudas Lilladher is one of India's leading research based financial services organisation.

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>Revenue reported at USD 7.5 bn, flat QoQ in CC (down 1.7% QoQ in USD) vs our &amp; cons. est. of 0.4% QoQ CC growth.</li><li>The growth was led by regional market &amp; India regions, primarily attributed to the continued ramp up of BSNL deal, although the incremental growth from the deal has come off substantially in 3Q and it would decelerate further in 4Q.</li><li>EBIT margin increased by 40 bps QoQ to 24.5% largely in-line with cons. est, &amp; below PLe of 24.8%, attributed to the tailwinds of operational efficiencies, improved utilization &amp; pyramid optimization.</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>

Revenue reported at USD 7.5 bn, flat QoQ in CC (down 1.7% QoQ in USD) vs our &amp; cons. est. of 0.4% QoQ CC growth.The growth was led by regional market &amp; India regions, primarily attributed to the continued ramp up of BSNL deal, although the incremental growth from the deal has come off substantially in 3Q and it would decelerate further in 4Q.EBIT margin increased by 40 bps QoQ to 24.5% largely in-line with cons. est, &amp; below PLe of 24.8%, attributed to the tailwinds of operational efficiencies, improved utilization &amp; pyramid optimization.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.

Tata Consultancy Services - Weak Performance, but Painting a Positive Outlook

Tata Consultancy Svcs

Tata Consultancy Services - Weak Performance, but Painting a Positive Outlook