External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

Equity Bottom-Up

<p>HSIE Results Daily Tech Mahindra: We maintain a BUY rating on Tech Mahindra (TechM), based on better-than-expected revenue performance, healthy net-new deal wins (in both telecom and enterprise segments), and in-line margins. TechM delivered 3.9% QoQ CC growth, which was broad-based across verticals. The focus on large deal wins (net-new TCV of USD 815mn), following a healthy Q4 (Telefonica deal), improves growth visibility. The key attributes that underscore our positive outlook are (1) the largest deal win in the healthcare vertical (patient care modernisation); (2) healthy growth in BPS; (3) increase in intake of freshers after six quarters; (4) improvement in 5G related deals (~50% of telecom deals are related to 5G); and (5) continued growth momentum in enterprise segment, led by technology, BFSI and manufacturing verticals.</p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

HSIE Results Daily Tech Mahindra: We maintain a BUY rating on Tech Mahindra (TechM), based on better-than-expected revenue performance, healthy net-new deal wins (in both telecom and enterprise segments), and in-line margins. TechM delivered 3.9% QoQ CC growth, which was broad-based across verticals. The focus on large deal wins (net-new TCV of USD 815mn), following a healthy Q4 (Telefonica deal), improves growth visibility. The key attributes that underscore our positive outlook are (1) the largest deal win in the healthcare vertical (patient care modernisation); (2) healthy growth in BPS; (3) increase in intake of freshers after six quarters; (4) improvement in 5G related deals (~50% of telecom deals are related to 5G); and (5) continued growth momentum in enterprise segment, led by technology, BFSI and manufacturing verticals.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

HSIE Results Daily 30 July 2021: Tech Mahindra, SRF Ltd, Colgate Palmolive and More

External broker reports(aggregated public sources), Nirmal Bang

Nirmal Bang

Colgate Palmolive (India) / Equity Bottom-Up

<p>Taking a balanced approach for topline growth We recently interacted with the management of Colgate-Palmolive (India) Ltd. (CLGT) to get an update on the overall operating environment. The management believes that recent quarters have seen good momentum in growth. Topline growth for FY21 was driven more by volume than pricing. The company will continue to make conscious efforts to ensure a balanced approach towards topline growth. While the second covid wave brought some element of uncertainty in terms of store shutdowns, the company expects the growth momentum to largely continue.</p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Taking a balanced approach for topline growth We recently interacted with the management of Colgate-Palmolive (India) Ltd. (CLGT) to get an update on the overall operating environment. The management believes that recent quarters have seen good momentum in growth. Topline growth for FY21 was driven more by volume than pricing. The company will continue to make conscious efforts to ensure a balanced approach towards topline growth. While the second covid wave brought some element of uncertainty in terms of store shutdowns, the company expects the growth momentum to largely continue.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Colgate-Palmolive (India)- Management Meet Update- Taking a balanced approach for topline growth

India

Colgate-Palmolive (India) Ltd. manufactures consumer products in the oral care and body care area. The Company's products include soaps, cosmetics, toilet preparations, toothpaste, toothbrushes, shaving brushes, and glycerin.

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Colgate Palmolive (India) (CLGT IN)

HSIE Results Daily 30 July 2021: Tech Mahindra, SRF Ltd, Colgate Palmolive and More

HSIE Results Daily Tech Mahindra: We maintain a BUY rating on Tech Mahindra (TechM), based on better-than-expected revenue performance, healthy net...

HDFC Securities

Colgate-Palmolive (India)- Management Meet Update- Taking a balanced approach for topline growth

Taking a balanced approach for topline growth We recently interacted with the management of Colgate-Palmolive (India) Ltd. (CLGT) to get an update...

Nirmal Bang

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