Software & Services
Software & Services
SECTOR | 05 Apr 2021
Prabhudas Lilladhar
Things to monitor for Q4FY21E 1) Conversion of large deal pipeline, 2) Margin headwinds and 3) Annual budgeting exercise. will decline a bit in coming quarters on account of wage hike and bonuses, but will comfortably remain 100-150bps higher than pre-Covid levels in FY22. We expect TCS, INFY, Wipro to lead growth in Tier-1 and LTI, MTCL, LTTS in Tier-2. We expect Infy to guide 12-14% YoY CC revenue growth & 22-24% EBIT margin guidance for FY22E. Similarly, HCLT can give revenue guidance of 10-12% YoY CC and margin guidance of 20-21% for FY22E. We expect...
IDBI Capital released a Sector Update report for Software & Services on 20 May, 2025.
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