Software & Services
Software & Services
SECTOR | 05 Jul 2016
Phillip Capital
We expect Indian IT companies to start FY17 with strong growth, but margins will remain underpressureduetoseasonalfactors(salaryhike,visacosts).Resultswillgetaboostdue to INR depreciation and positive crosscurrency impact (sharp EUR and GBP depreciation onlyinthelastthreedays).Managementcommentarywillbeofutmostimportanceinthis quarter,especiallyoutlookonEuropeanbusinesses(afterBrexit)andstrategytocounter...
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