Infosys in line with its IT peers has withdrawn its revenue guidance for FY21E due to uncertainty led by Covid-19. The company in line with other peers expects near term revenues to be under pressure due to demand and supply related challenges. Slower client decision making, delay in projects, pricing pressure and lower discretionary spend are expected to impact near term performance. However, we expect the company to see improved revenue trajectory from H2FY21E. In terms of long term drivers, we expect acceleration in digital technologies, the company's ability to win large deals,...