Latest Research
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Independent research on India's IT services sector will appear here as it is published. No placeholder research has been presented as published work.
Coverage Universe
TCSTCS
INFYInfosys
HCLHCLTech
WIPROWipro
TECHMTech Mahindra
LTIMLTIMindtree
PERSISTPersistent
COFORGECoforge
Indian IT Sector Dashboard
Framework ready for verified data. Figures should be added only from cited company/exchange sources.
REVENUE GROWTH—Awaiting data
EBIT MARGIN—Awaiting data
UTILISATION—Awaiting data
ATTRITION—Awaiting data
HEADCOUNT—Awaiting data
DEAL WINS—Awaiting data
Street View
- Consensus expectations
- Common narrative
- Key assumptions
- What may already be priced in
- Consensus risks
Variant View
- Differentiated thesis
- Underlying assumptions
- Potential mispricing
- Evidence and catalysts
- What would invalidate the thesis
Research Archive
No research published yet
Published posts labelled Research will be available from the Research navigation above.