ADVERTISEMENT
IT Services, Internet, Software, KPO Q4 Results Preview: Weakening Macro To Curb Growth — Dolat Capital
Paytm stands out as the brokerages' top pick, due to its anticipated shift to Adj-Ebitda positivity in Q4 along with several key growth triggers to drive growth/earnings/re-rating.
07 Apr 2025, 10:58 AM IST 
.jpg?rect=1%2C0%2C3870%2C2177&auto=format%2Ccompress&fmt=avif)
In Q4, the brokerage anticipates CC revenue growth for tier1 IT companies will remain largely flat to marginally negative, while tier-2 to see growth between 2% to 13%.
(Photo source: Freepik)
Key commentary to watch will be: Client budgeting and spend outlook for CY25 amid change in U.S administration, Explicit Guidance from major IT firms (we are forecasting mid-point guidance for Infosys (3%), HCL Tech (4%), L&T Technology (14%), KPIT (13%)), and Readiness against changes led by AI.
I’m already a Subscriber
To continue reading this storySubscribe to Unlock & Enjoy your
Subscriber-Only benefits
Subscriber-Only benefits
Choose a plan
Renews automatically. Cancel anytime.
As a Subscriber you get
Access to
Stories
Curated
Newsletters
20,000+
Research Reports
Priority Pass
to Special Events
Ad-Lite
Experience
Subscriber-Only
Rewards
NDTV Profit
Exclusive Stories
Full Access to
NDTV Profit App
Access to
Stories20,000+
Research Reports
Ad-Lite
Experience
NDTV Profit
Exclusive Stories
Curated
Newsletters
Priority Pass
to Special Events
Subscriber-Only
Rewards
Full Access to
NDTV Profit App
Still Not convinced ? Know More
