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What if Infosys stepped up on its selling expenses?

Jun 27, 2013

Equitymaster explores whether an increase in selling expenses would have a meaningful impact on Infosys' share price performance

Infosys v/s Wipro: The final frontier

Jun 13, 2012

Equitymaster compares the return ratios as well as valuations of the 2nd and 3rd largest Indian software companies, Infosys and Wipro

Infosys v/s Wipro: Strategies and numbers

Apr 11, 2012

Equitymaster discusses the growth strategies and financial performance of the 2nd and 3rd largest Indian software companies, Infosys and Wipro

Infosys v/s Wipro: Their business strategy

Apr 4, 2012

Equitymaster discusses business strategies of the 2nd and 3rd largest Indian software companies, Infosys and Wipro

Infosys v/s Wipro: Which is better?

Mar 21, 2012

Equitymaster give a comparative analysis of the 2nd and 3rd largest Indian software companies, Infosys and Wipro

Are investors overcautious on Infosys?

Aug 23, 2011

"Are investors overcautious on Infosys?" evaluates the reasons for Infosys' under-performance relative to peers.

Indian IT in 2009: A flashback

Dec 30, 2009

Equitymaster brings to you a flashback of trends and happenings that Indian IT industry witnessed in 2009.

Why did Raju commit fraud?

Jan 8, 2009

While going through Ramalinga Raju's confession letter, what struck us apart from the revelations was this statement.

Satyam: India's claim to Ponzi fame

Jan 7, 2009

The ice is broken. The chairman of a company that was considered one of the torchbearers of India's new economy has confessed to one of the country's biggest corporate frauds. Satyam is the company and Ramalinga Raju the chairman, who has now resigned from his post following the revelation of a fraud that might even give scamsters like Bernand Madoff and Charles Ponzi a run for their money.

HCL Info: Strong growth, but...

Sep 26, 2005

HCL Infosystems, India's leading hardware company, has a direct presence in over 300 locations across India and a channel base of over 44,000 channel partners. The company is also the country's leading distributor of Nokia GSM phones. It seems that the company is operating in the right business at the right time. This is because there is tremendous potential in both of HCL's major businesses, that is, PCs and mobile phones. The penetration levels of both these products are very low in India comp

Satyam: Stability in sight?

Mar 4, 2005

Satyam Computers is India's fourth largest software services exporter. Its offerings include software development and maintenance (54% of revenues), consulting and enterprise business solutions (35%) and engineering solutions (7%). Apart from these services, Satyam also provides BPO services through its subsidiary, Nipuna. Over the past couple of years, the company has managed to move up the software value chain, as is visible from the rapid growth in the high-end service of package implementati

HCL Tech: Core concerns remain!

Oct 26, 2004

HCL Technologies has announced poor results for the first quarter of FY05. The company has reported a sequential decline in profits on the back of a marginal growth in the topline. Lower other income and high tax outgo has dented the company’s profits in the quarter. Operating margins have remained steady.

HCL Infosys: On a higher wavelength!

Oct 21, 2004

HCL Infosystems has announced its consolidated results for the first quarter of FY05, reporting strong YoY growth in both the topline and the bottomline. Strong growth across all segments has helped rev up the company’s performance in 1QFY05. However, rising raw material costs, intensifying competition and the consequent pricing pressure seems to have taken toll on its margins. On a standalone, while revenues have grown YoY by 24%, profits are almost flat.

Wipro: ‘String of pearls’ paying off!

Oct 15, 2004

Wipro has reported strong results for the quarter and half year ended September 2004 as both topline and bottomline growth have been robust. Rising offshore contribution and cost control initiatives have also helped the company improve operating margins during both the periods.

Infosys: Three cheers!

Oct 12, 2004

Infosys has announced strong results for the second quarter and half-year ended September 2004. Also, the company has revised upwards its FY05 revenue and EPS guidance. The revised FY05 EPS estimates now stand improved from Rs 62.5 per share to Rs 67.0 per share, YoY growth of around 44%.

Indian IT: The challenges ahead

May 28, 2004

Despite the slowdown that had engulfed technology spending worldwide, the Indian IT industry continued to grow at a robust rate. As per NASSCOM, Indian software services exports witnessed a CAGR of around 37% during the period FY99 and FY03. During FY04, software services exports are expected to cross the US$ 12 bn level, implying a growth of nearly 25% over FY03.

Infosys: Building up expectations?

Apr 1, 2004

It has been almost a year since Infosys, India's second largest and most respected software company, announced its full-year results. The company, under pressure due to the slowdown in technology spending, projected a 12% earnings growth that was much lower than what most analysts and investors had expected. This underperformance on analysts'and investors'expectations led to the stock losing substantially on the bourses, taking the entire market down on April 10, 2003. Subsequently, Infosys lost

HCL Tech: Is it turning around?

Mar 23, 2004

HCL Technologies is one domestic software company that has not only borne the brunt of poor performances during the slowdown but has also suffered on account of its inorganic growth strategy going sour on a number of occasions. In this write-up, we would briefly discuss about the company’s present situation and see where it is likely to be headed going forward.

HCL Infosys: Where to from here?

Mar 18, 2004

Perhaps no other Indian technology company has provided as much returns to shareholders in the last year as HCL Infosystems (HCL Infosys), the largest personal computer (PC) maker in the country. Apart from the overall rally that was witnessed in the whole of 2003, HCL Infosys' shareholders were rewarded due to an impressive performance from the company. This was mainly aided by its office automation and telecommunication business that raked in a YoY growth of over 90% for the quarter ending Dec

Wipro: Would the restructuring pay-off?

Mar 15, 2004

Wipro Technologies was one of the Indian software companies that were hit hard during the downturn. However, now when clouds of uncertainty seem to be clearing, Wipro has emerged with a completely restructured business model, which does not rely only on R&D outsourcing. Rather, the company has included services like BPO, IT consulting, infrastructure outsourcing and package implementation to de-risk revenues. Let us look at the company’s performance in recent times and where it is headed?


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