BQ Blue'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 BloombergQuint's subscribers an opportunity to expand their understanding of companies, sectors and the economy.
Motilal Oswal Report
We interacted with 12 IT services companies during our Annual Global Investor Conference.
The discussion was centered on demand longevity, supply-side challenges, pricing and the margin outlook.
Here are the key highlights -
The demand environment continues to be strong, with traction across industries, and is multi-year in nature;
The supply side is overheated on account of the sudden jump in demand, but this is transient and expected to normalise in FY23;
Companies are seeing select cases of price increases, led by digital engagements;
Margins should see headwinds in FY22 due to supply-side issues, but normalise over the medium term, aided by growth and operating levers.
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