External broker reports(aggregated public sources), HDFC Securities

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External broker reports(aggregated public sources)

Equity Bottom-Up

<p>L&amp;T Infotech: We maintain ADD on L&amp;T Infotech (LTI), following a robust Q2 (beat on revenue and margin) and strong growth visibility for H2, based on deal wins. LTI has consistently delivered an industry-leading growth rate and the momentum will continue, based on (1) healthy growth in BFS vertical, supported by Temenos partnership, (2) large deal wins in Europe (TCV of USD 30mn) and a strong large deal pipeline, (3) expected pick-up in insurance and retail &amp; CPG verticals, (4) decade best demand environment, supported by rising discretionary spends by enterprises, which will last for at least three years, (5) scale-up in products (Mosaic and Leni) and partnerships (Snowflake), and (6) aggressive hiring/re-skilling plans, which would help overcome the supply side constraints (hired ~6.4K in H1, planned net hiring ~2x of FY21 adds).</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>

L&amp;T Infotech: We maintain ADD on L&amp;T Infotech (LTI), following a robust Q2 (beat on revenue and margin) and strong growth visibility for H2, based on deal wins. LTI has consistently delivered an industry-leading growth rate and the momentum will continue, based on (1) healthy growth in BFS vertical, supported by Temenos partnership, (2) large deal wins in Europe (TCV of USD 30mn) and a strong large deal pipeline, (3) expected pick-up in insurance and retail &amp; CPG verticals, (4) decade best demand environment, supported by rising discretionary spends by enterprises, which will last for at least three years, (5) scale-up in products (Mosaic and Leni) and partnerships (Snowflake), and (6) aggressive hiring/re-skilling plans, which would help overcome the supply side constraints (hired ~6.4K in H1, planned net hiring ~2x of FY21 adds).
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: UltraTech Cement, L&T Infotech

LTIMindtree

HSIE Results Daily: UltraTech Cement, L&T Infotech