Infosys' (INFO) had another quarter of an all-round beat to ours and consensus forecast. Q2FY21 revenue grew by 4% QoQ in CC and 6.1% QoQ in US$ vs. our forecast +2.1% in CC. Further, EBIT margin saw a whopping improvement of 270bps QoQ to 25.3% (18 quarter high). EPS of Rs11.4, +14.4%/+20.8% QoQ/YoY also beat our forecast. In Q2FY21 saw an all-time high large-deal TCV of US$3.1 bn (net new wins being ~83%). INFO's upward revision in guidance was also ahead of our and consensus expectation. It...