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Coforge Gets A Double Boost After Q1: IDBI Capital Upgrades Rating, Raises Target Price — What's Driving the Bullish Call?

Coforge's confident commentary on Q2 deal pipeline, AI-led "Enterprise Autonomy" positioning (Coforge Neuron platform), and 86% revenue contribution from AI/engineering/cloud services strengthens the structural growth narrative, adds the brokerage.

Coforge Gets A Double Boost After Q1: IDBI Capital Upgrades Rating, Raises Target Price — What's Driving the Bullish Call?
Coforge reported consolidated revenue of $592.2 million, up 33.3% YoY and 21.1% sequentially, driven by the Encora acquisition and healthy organic growth.
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Coforge Ltd.
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NDTV Profit's special research section collates quality and in-depth equity and economy research reports from across India's top brokerages, asset managers and research agencies. These reports offer NDTV Profit's subscribers an opportunity to expand their understanding of companies, sectors and the economy.

IDBI Capital Report

Shares of Coforge Ltd. may remain in focus after brokerage house IDBI Capital upgraded the stock to 'Buy' from 'Hold' and raised its target price to Rs 1,800, citing stronger-than-expected margin performance, robust order inflows, improving cash flow generation and increasing confidence in the integration of Encora.

The revised target price implies an upside potential of around 18% from the current market price.  

The brokerage's optimism follows a strong Q1 FY27 performance. Coforge reported consolidated revenue of $592.2 million, up 33.3% YoY and 21.1% sequentially, driven by the Encora acquisition and healthy organic growth.

Excluding portfolio exits, organic growth stood at 5.2% QoQ in constant currency terms, significantly outperforming many peers in the IT services space.

Click on the attachment to read the full report:

Idbi Capital Coforge Q1.pdf
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ALSO READ: Tata Chemicals Q1 Review: Strong India Business, Weak Overseas Operations Keep Motilal Oswal Neutral — Check Target Price

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