MindTree Ltd.

NSE: MINDTREE | BSE: 532819 | ISIN: INE018I01017 | Industry: IT Consulting & Software
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Prabhudas Lilladhar
We maintain our Reduce rating as we consider stock valuations expensive against the downturn of discretionary spends & top client concentration (30% of revenues). Our EPS estimates are upgraded on account on better margin performance, change in deprecation policy & higher other income. We value MTCL at 14X Sep-22 EPS of Rs. 63.5 to arrive at changed TP of Rs.888. MTCL is trading at 16X/15X FY22/23E earnings of Rs.61/66 respectively. Mindtree reported revenue de-growth of 9.1% in QoQ vs our estimates of 7.1% CC decline. Volumes were up 4% YoY. Pricing was down 5.2% YoY, mainly...
MindTree Ltd. has an average target of 3837.00 from 1 broker.
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