Hexaware Technologies Ltd.

NSE: HEXAWARE | BSE: 532129 | ISIN: INE093A01033 | Industry: IT Consulting & Software
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HDFC Securities
Maintain BUY with a TP of 315, 15x Sep-19E EPS. Hexaware posted in-line revenue, while operating performance came in stronger than estimates. Revenue came in at USD 154mn, 0.9% QoQ (USD 153mn est.), on 0.4% CC. EBITDA% came in at 17.4%, (+120bps QoQ), supported by lower ESOP cost (+41bps QoQ impact) and absence of visa cost (+65bps impact). APAT was higher at Rs 1.42bn, supported by lower ETR and higher forex gain (Combined impact of Rs 100mn sequentially on profit).
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