Among tier-I players, Motilal Oswal prefers Tech Mahindra, driven by early signs of transformation under new leadership and improving execution in BFSI.
(Source: pexels/ Helena Lopes)
Motilal Oswal expect Infosys and TCS to report a revenue decline of 1.0% and 0.5% QoQ cc, respectively, whereas HCLTech is anticipated to clock a 0.6% decline in Q4 FY25, driven by tapering of deal ramp-ups in telecom and seasonal weakness in the P&P segment. Meanwhile, Tech Mahindra is likely to post a 0.8% QoQ revenue decline and Wipro may report flat revenue QoQ. LTIMindtree could deliver 0.2% QoQ cc growth despite productivity pa...