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

Motilal Oswal

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and 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.

External broker reports(aggregated public sources)

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and 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

<p>We attended LTI's Analyst Day, where the management a) reiterated its guidance for strong broad-based growth for the coming 35 years and b) highlighted The Great Restructuring' as a key driver of the demand tailwind. The management remains confident about this growth trajectory and mentioned six factors that would drive growth demand, capability, talent, sales and marketing, team, and operational resilience. The company continues to expect faster growth than the industry average growth of 9%+ as digital transformation led demand fuels client spending.</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>

We attended LTI's Analyst Day, where the management a) reiterated its guidance for strong broad-based growth for the coming 35 years and b) highlighted The Great Restructuring' as a key driver of the demand tailwind. The management remains confident about this growth trajectory and mentioned six factors that would drive growth demand, capability, talent, sales and marketing, team, and operational resilience. The company continues to expect faster growth than the industry average growth of 9%+ as digital transformation led demand fuels client spending.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.

Growth outlook turbocharged by cloud spend

LTIMindtree

Growth outlook turbocharged by cloud spend