Addressing key investor concerns: Current restructuring paving way for potential sustainable value creation
We recently upgraded TechM to BUY from Sell (read our report here link). With that, we now delve into and address key ensuing concerns flagged by investors, essentially: 1) Why do we expect margins to revive from Q1FY25 revenue growth from FY26; 2) What are TechM’s capabilities in BFSI? and what opportunities can it tap into to scale up in this vertical?; 3) What is recently appointed COO Atul Soneja’s track record.