External broker reports(aggregated public sources), ICICI Securities Ltd

ICICI Securities Limited

External broker reports(aggregated public sources)

ICICI Securities Ltd

ICICI Securities Limited provides investment services. The Company provides corporate and investment banking, securities, wealth management, retail brokerage, initial public offerings, and advisory services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Tata Communications (TCOM) is the leading global digital ecosystem enabler.</li><li>It provides its clientele with state-of-the-art solutions across a wide range of communication, collaboration, cloud, mobility, connected solutions, network and data centre services.</li><li>Topline at | 4431 crore, was up 6.2% YoY &amp; 2.8% QoQ, driven by data revenues up ~11.2% YoY &amp; 4.6% QoQ) at | 3493 crore</li></ul><p><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></p>

Tata Communications (TCOM) is the leading global digital ecosystem enabler.It provides its clientele with state-of-the-art solutions across a wide range of communication, collaboration, cloud, mobility, connected solutions, network and data centre services.Topline at | 4431 crore, was up 6.2% YoY &amp; 2.8% QoQ, driven by data revenues up ~11.2% YoY &amp; 4.6% QoQ) at | 3493 croreContent 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.

Tata Communications (TCOM) - Steady Show...

External broker reports(aggregated public sources), Emkay Global Financial Services Limited

Emkay

Emkay Global Financial Services Limited

Emkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<div><div><div><div><ul><li>Key highlights: Management reiterated its strategy with a focus on: 1) enabling borderless growth; 2) enhancing products and efficiency; 3) building agility; 4) boosting product innovation and customer experience; 5) managing risk.</li></ul><div><div><div><div><ul><li>Outlook: In the last two years, although the company has delivered on its financial fitness goals, revenue recovery has seen a delay.</li></ul><div><div><div><div><ul><li>Key Risks: 1) increased losses in incubation services; 2) inability to close large deals; 3) continued delays in revenue recovery; and 4) higher competitive intensity.</li></ul></div></div></div></div></div></div></div></div></div></div></div></div><p><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></p>

Key highlights: Management reiterated its strategy with a focus on: 1) enabling borderless growth; 2) enhancing products and efficiency; 3) building agility; 4) boosting product innovation and customer experience; 5) managing risk.Outlook: In the last two years, although the company has delivered on its financial fitness goals, revenue recovery has seen a delay.Key Risks: 1) increased losses in incubation services; 2) inability to close large deals; 3) continued delays in revenue recovery; and 4) higher competitive intensity.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.

Tata Communications - Wait Continues for Double Digit Revenue Growth

<ul>
<li>Tata Communications’ (TCom) Q4FY22 data business net revenue grew only 5% YoY (+0.7% QoQ) which is below expectations.</li>
<li>This should be partially weak from orderbook of Q3; while orderbook funnel has sequentially improved, management commentary does indicate gradual recovery in revenue growth.</li>
<li>TCom revenue growth faced headwinds from fewer feet on the street, delay in decision making and under-performance of usage-based services.</li>
</ul>
<p><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></p>


Tata Communications’ (TCom) Q4FY22 data business net revenue grew only 5% YoY (+0.7% QoQ) which is below expectations.
This should be partially weak from orderbook of Q3; while orderbook funnel has sequentially improved, management commentary does indicate gradual recovery in revenue growth.
TCom revenue growth faced headwinds from fewer feet on the street, delay in decision making and under-performance of usage-based services.

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.

Tata Communications: Revenue Growth Disappoints Again

<p>About the stock: Tata Communications (TCOM) is the leading global digital ecosystem enabler.</p><ul><li>It provides its clientele with state-of-the-art solutions, including a wide range of communication, collaboration, cloud, mobility, connected solutions, network and data centre services</li></ul><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>

About the stock: Tata Communications (TCOM) is the leading global digital ecosystem enabler.It provides its clientele with state-of-the-art solutions, including a wide range of communication, collaboration, cloud, mobility, connected solutions, network and data centre servicesContent 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.

Tata Communications: Covid Headwinds Impact Performance

External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

<p>Ambitious targets, but needs to tread carefully TCOM's analyst webinar provided a detailed deep-dive into the global enterprise growth opportunity, management's growth focus, margin outlook,...</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>

Ambitious targets, but needs to tread carefully TCOM's analyst webinar provided a detailed deep-dive into the global enterprise growth opportunity, management's growth focus, margin outlook,...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.

Ambitious targets, but needs to tread carefully

India

Tata Communications Limited provides telecommunications services. The Company provides international telephone, telex and telegraphy services, international maritime mobile communications, INTELSAT business service and bureau fax and t-fax services. Tata Communications also provides internet access, electronic mail and electronic data interchange services.

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Tata Communications (TCOM IN)

Tata Communications (TCOM) - Steady Show...

EBITDA came in at | 1130 crore, up 1.5% YoY, 4.9% QoQ. The consequent margin was at 25.5% (down 117 bps YoY, up 51 bps QoQ) led by voice margins

ICICI Securities Limited

Tata Communications - Wait Continues for Double Digit Revenue Growth

In the analyst meet, TCOM management reiterated its strategy regarding platform transformation with a focus on product innovation

Emkay

Tata Communications: Revenue Growth Disappoints Again

Tata Communications’ (TCom) Q4FY22 data business net revenue grew only 5% YoY (+0.7% QoQ) which is below expectations. This should be partially...

ICICI Securities Limited

Tata Communications: Covid Headwinds Impact Performance

Tata Communications (TCOM) is the leading global digital ecosystem enabler. It provides its clientele with state-of-the-art solutions, including a...

ICICI Securities Limited

Ambitious targets, but needs to tread carefully

Ambitious targets, but needs to tread carefully TCOM's analyst webinar provided a detailed deep-dive into the global enterprise growth opportunity,...

Motilal Oswal

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