Tag Digital Transformation

Mphasis ltd
Market Optimism Returns: Mphasis Stock Rebounds with Promising Long-Term Outlook

Business and Industry Overview:  

Mphasis is an Indian company. It started in the year 2000. The head office is in Bangalore. Mphasis helps other companies with computer work. It builds apps and websites. It saves data on the internet (cloud). It keeps data safe from hackers. It helps companies talk to their customers. It also helps companies understand their data. Mphasis works with banks, insurance companies, hospitals, shops, and online stores. Most of its clients are from outside India. Many clients are from the USA. Some are from the UK, Europe, and Asia. Mphasis is owned by Blackstone. Blackstone is a big global company. People can buy and sell Mphasis shares on Indian stock markets. The codes are NSE: MPHASIS and BSE: 526299. Mphasis wants to make work easy for its clients. It says it is like a “driver in a driverless car.” This means it helps clients from behind, quietly and smartly. It gives each client what they need. It knows that different companies need different help. Mphasis also helps old companies change their old computer systems. It helps them use fast and new systems. This saves time and money. It also helps their customers get better service. Mphasis works fast. It brings new and smart ideas. It has teams that understand each industry. It focuses on doing good and honest work. It also cares about the environment. It wants to grow in a good way and help others grow too. 

Latest Stock News: 

Mphasis is an IT company. On April 3, 2025, its share price fell by 4.06% and closed at ₹2,403. Other IT companies like TCS and HCL Tech also saw a fall. On March 24, Mphasis gave 20,000 stock options and 5,000 restricted stock units to employees. On March 27, the company said a board meeting will be held on April 24. Right now, the share price is ₹2,363.8. One year ago, it was ₹2,462.5. So, it has dropped by ₹98.7 or 4% in one year. The BSE IT Index also fell 4% in one year. Some IT companies like Sonata Software and Birlasoft have dropped over 40%. But today, Intellect Design and Firstsource Solutions are doing well. The Sensex is down 0.3% today but has gone up 3.2% in one year. Mphasis earned ₹4,278 million profit in Oct-Dec 2024, which is 14.5% more than last year. Sales in that quarter were ₹35,613 million, up 6.7%. But for the full year, profit fell by 5.1% to ₹15,548 million. Sales also dropped 3.8% to ₹132,785 million. The company’s P/E ratio is now 27.2. 

Mphasis will talk to investors and analysts on a phone call. This call is about the company’s money results for the year ending 31 March 2025. The company had already shared this news before on 26 March 2025. Now, it says the call will happen on Friday, 25 April 2025 at 8:30 AM (India time). The company will first share the results with the stock exchanges. After that, it will talk about the results of the call. This call will help people understand how the company did in the last part of the year and the whole year. 

Potentials: 

Mphasis is making many plans for its future growth. It wants to grow more in the Asia-Pacific (APAC) region, India, and Europe. These areas are important because they offer many new business opportunities. To help with this growth, Mphasis is working closely with HP. This partnership will help the company reach more customers and offer better services in these regions. Mphasis is also planning to hire 6,000 to 8,000 new employees during this year. This shows the company is getting more business and needs more people to manage the work. It is a sign that the company is growing and preparing for more projects. A big part of Mphasis’s future work includes Artificial Intelligence (AI). The company is now using AI in about 35% of its new projects. This means Mphasis is focusing more on smart technology that can do work faster, reduce human errors, and give better results. The company wants to continue using more AI to stay updated and modern. Mphasis is also using cloud and cognitive (smart thinking) technologies. These tools help the company offer services that feel personal to each customer. Clients get a smooth and better digital experience. This helps businesses grow and work more easily. Because of its smart use of AI, Mphasis received an award. It got the NASSCOM AI Gamechangers Award in the Healthcare and Pharma category. This means experts in the industry recognize Mphasis for its good and smart work in AI. Through all these steps—expanding to new regions, hiring more people, using AI and cloud technology, and winning awards—Mphasis wants to become stronger in the IT industry. It wants to offer modern, useful, and future-ready solutions to its clients. 

Analyst Insights: 

  • Market capitalisation: ₹ 42,311 Cr. 
  • Current Price: ₹ 2,226 
  • 52-Week High/Low: ₹ 3,240 / 2,170 
  • P/E Ratio: 25.7 
  • Dividend Yield: 2.39%
  • Return on Capital Employed (ROCE): 24.0% 
  • Return on Equity (ROE): 18.4% 

Mphasis is a good company. It makes a profit every year. Its operating profit margin is around 18–19%. This means it controls its costs well. The company uses its money wisely. Its ROCE is 24% and ROE is 18.4%. This means it gives good returns to investors. The company gives back money to shareholders. The dividend payout is 61.6%. Dividend yield is 2.39%. So, it is good for people who want a regular income. The company is also getting more cash. Cash flow from operations was ₹3,000 crore in FY23. It became ₹4,278 crore in FY24. This means the company is managing its cash better. But there are also some problems. Promoters reduced their holding. It came down from 55.45% to 40.23% in one year. This can worry investors. It may mean promoters are not fully confident. The company also took out more loans. Borrowings increased from ₹64 crore in FY23 to ₹498 crore in FY24. This is strange. The company already has good reserves. It may not need to borrow. Revenue growth in the last 5 years is 11.4% per year. This is okay but not very fast. Big IT companies like TCS and Infosys are still ahead of Mphasis. The stock is not very cheap. The P/E ratio is 27.7. This is average in the IT sector. So, the price may not rise fast unless the company grows more. So, Mphasis is a strong and steady company. But its growth is slow. Because of this, the recommendation is Hold. Investors can wait and watch how the company performs. 

Tech Mahindra Ltd
Tech Mahindra Partners with ServiceNow to Revolutionize Broadband Solutions

Business and Industry Overview:  

Tech Mahindra is a big company. It helps other companies grow with technology. It gives many digital services. It works in more than 90 countries. It has more than 150,000 workers. It has over 1100 customers around the world. It helps with many things. It makes software. It helps with cloud services. It works with data. It uses AI (Artificial Intelligence). It gives 5G services. It also protects systems from online danger (cybersecurity). It gives BPO services too. It works with many industries. It helps banks, hospitals, mobile companies, factories, and shops. It helps these companies grow fast. It gives smart and new ideas. It helps them get ready for the future. Tech Mahindra wants to make the world better. It wants people, companies, and society to grow together. It wants a world that is fair and full of good chances. Tech Mahindra is part of the Mahindra Group. The Mahindra Group started in 1945. It is one of the biggest groups in India. It has 260,000 workers. It works in over 100 countries. The Mahindra Group makes tractors and cars. It is the biggest tractor company in the world. It also works in farming, clean energy, money services, IT, transport, hotels, and houses. Mahindra Group and Tech Mahindra care about people and the planet. They want to do good things for nature and society. They follow ESG rules. This means they care for the Environment, Social good, and strong Governance. They want to help everyone grow. They want people and companies to Rrise and do well. 

Latest Stock News: 

Tech Mahindra’s stock has been going up and down. On April 1, 2025, it went down by 1.68%, closing at ₹1,394.20. But it did better than the market, which went down by 1.80%. On April 2, the stock went up by 2.11%, closing at ₹1,423.65. It did better than other companies on that day. On April 3, the stock went down by 3.79%, closing at ₹1,369.65. It did worse than the market that day. Now, on April 4, it is trading at ₹1,326.00. The company will have a meeting on April 23-24, 2025, to talk about its results for the last three months of the year. The company might also give a second dividend. This news could change the stock price. Investors are waiting for this news to decide what to do next with the stock. 

Potentials: 

Tech Mahindra has big plans for the future. They want to grow a lot by 2027. They aim to earn more money than other IT companies. They will focus on big industries like banking, healthcare, telecom, and manufacturing. These industries have a lot of potential. The company also wants to increase its profits. They plan to save $250 million every year by reducing costs. This saved money will be used to invest in new technologies. Technologies like Artificial Intelligence (AI) and automation will help them work better and faster. Tech Mahindra also plans to hire more skilled workers. They will train their employees to have the right skills. The company wants to keep customers happy by offering better services. With these goals, Tech Mahindra hopes to be a stronger and more successful company by 2027. 

Analyst Insights: 

  • Market capitalisation: ₹ 1,29,492 Cr. 
  • Current Price: ₹ 1,323 
  • 52-Week High/Low: ₹ 1,808 / 1,163 
  • P/E Ratio: 34.6 
  • Dividend Yield: 2.84%
  • Return on Capital Employed (ROCE): 11.9%
  • Return on Equity (ROE): 8.63%

Tech Mahindra is a strong company with good financial results. It made a huge profit increase of 92.63% in the last quarter, which shows it is doing well. The company has a Return on Equity (ROE) of 8.63% and Return on Capital Employed (ROCE) of 11.9%. These numbers tell us that the company is using its money smartly to make profits. 

One of the best things about Tech Mahindra is that it has very little debt. This is good because it means the company does not owe much money and can manage its finances better. 

Even though the sales growth has been slow (8.4%) over the last five years, the company is working in areas that are growing fast, like cloud computing, AI, and digital services. This means the company has a good chance of growing in the future. 

Tech Mahindra also pays a dividend of 2.84%, which is attractive for investors who want regular income from their investment. However, its P/E ratio is 34.6, which is a bit high, meaning the stock might be expensive compared to other similar companies. 

In short, even though the stock may seem pricey, the company’s strong results and future growth plans make it a good option for investors looking to hold the stock long term.

Tata Elxsi Ltd
Tata Elxsi Faces Continued Decline Amid Market Volatility– A Closer Look at Underperformance and Future Prospects

Business and Industry Overview: 

Tata Elxsi is a company that helps businesses improve their products using modern technology and design. It works in industries like automobiles, healthcare, media, and communication. It helps companies create smarter, more advanced, and user-friendly products. The company is part of the Tata Group, which is a trusted name in India and around the world. It has been growing steadily and is known for its high-quality technology and design solutions. The company uses modern technologies like Artificial Intelligence (AI), the Internet of Things (IoT), cloud computing, and virtual reality. It focuses on making products simple, smart, and future-ready. It helps businesses upgrade old systems and bring them into the digital world. The company works with automobile companies, hospitals, media companies, and telecom providers to improve their technology and customer experience. Tata Elxsi believes in providing opportunities for people to learn, grow, and explore new ideas. It encourages innovation and creativity. It supports employees in developing new skills and building the future of technology. The company is a leader in software, design, and digital transformation. It helps industries keep up with new technology trends and create better products. It improves customer experience by making products smarter and more efficient. The company focuses on AI, IoT, and 5G to create better, faster, and more connected solutions. It is helping shape the future of many industries by developing advanced and user-friendly technology. 

India’s technology industry is growing very fast. Many big companies like TCS, Wipro, and Infosys are hiring more people. These companies plan to hire about 1.05 lakh workers because they need more skilled workers. The IT services market in India will be worth $20 billion by 2025. IT spending is also increasing. It is expected to grow by 11.1% in 2024, which means $138.6 billion will be spent on IT. The Indian government is helping the industry. In the 2024-25 budget, the government has allocated ₹1,16,342 crore ($13.98 billion) for IT and telecom. The government is focusing on areas like cybersecurity, AI, blockchain, and hyper-scale computing. These are all very important for the future. India also has very cheap data costs, which makes the internet affordable for more people. Indian IT companies are not just in India. They have offices all around the world. They work with many industries like banking, telecom, and retail. These companies offer technology solutions to improve businesses. They also work with companies from other countries to offer services globally. India’s technology industry has a big advantage. The country plans to double its tech revenue to $500 billion by 2030. India is also improving its digital skills. This helps the country stay competitive in the world. The industry is creating many jobs and making technology better for everyone. To sum up, India’s technology industry is growing fast. The government is supporting it, and companies are working all around the world. This will bring more jobs, growth, and new technology in the future. 

Tata Elxsi is a top company that mixes creative design with advanced technology to help businesses in many industries. In automobiles, it works on self-driving cars, electric vehicles, and smart car features. The company helps car makers create safety systems and infotainment systems that make driving easier and safer. 

In healthcare, Tata Elxsi makes smart medical devices and robotic tools that help doctors do surgeries more precisely. It also works on telemedicine, allowing doctors to treat patients remotely. Tata Elxsi also uses artificial intelligence (AI) to help doctors detect diseases early and improve patient care. 

For media and broadcast, Tata Elxsi provides video streaming solutions to companies like Netflix and Hotstar. This ensures that users can watch videos smoothly without interruptions. The company helps improve video quality and build better systems to deliver content faster. 

Tata Elxsi is special because it combines creativity and technology to solve real-world problems. The company works all over the world with big brands. It is part of the Tata Group, a trusted name, which makes the company more reliable. Tata Elxsi is also keeping up with the latest technologies like AI, Internet of Things (IoT), Cloud, and Virtual Reality. This makes it a leader in providing innovative solutions and keeps it ahead of other companies in the market. 

Latest Stock News: 

As of March 31, 2025, Tata Elxsi’s stock is trading at ₹5,578.45 per share. Recently, the company released its earnings report for the quarter ending December 31, 2024. The company reported a net profit of ₹199 crore, but this was a 13.3% decrease compared to the previous quarter. The revenue for this quarter was ₹939.2 crore, which was a 1.7% decrease from the last quarter. Because of this report, Tata Elxsi’s stock price dropped significantly by 7.89%, falling to ₹5,935.05 during intraday trading. Despite this recent drop, Tata Elxsi’s stock has also experienced moments of strong performance. For example, in August 2024, the stock price surged by 16.26% over two days, reaching an intraday high of ₹8,970.35. This shows that while the stock has had some setbacks, it has also had times of strong growth. Investors who bought the stock during the growth periods likely saw good returns. 

In recent months, Tata Elxsi’s stock price has fluctuated between ₹5,174 and ₹7,235. This movement can be seen as an opportunity for investors to buy the stock at a lower price. Right now, the stock is trading at ₹5,215, and the question investors may ask is whether this price is a fair reflection of the company’s true value or if the stock is undervalued, offering a potential buying opportunity. 

Furthermore, the stock has a low beta, which means that its price does not move as drastically as some other stocks. This stability could mean that, while the stock may not drop quickly, it also might not see a quick rise in price. If investors expect the price to eventually fall more in line with industry peers, the low beta suggests that this could take some time. 

Potentials: 

Tata Elxsi has big plans for the future. They are partnering with Qualcomm, a major tech company. Together, they want to make cars smarter. They will use new technology to improve safety and assist drivers. The company is also focusing on Software-Defined Vehicles (SDVs). SDVs are cars that use software to control things like speed and safety, instead of mechanical parts. Tata Elxsi wants to help car makers build better and safer cars using this technology. Tata Elxsi is investing in research and development. They have started a project with a global car company to create green vehicles. This project will focus on making cars more eco-friendly. Tata Elxsi also plans to hire 200 more workers for this project. These workers will work on green technologies to help the environment. The company is exploring new technologies like Artificial Intelligence (AI), Machine Learning (ML), and the Internet of Things (IoT). These technologies will help Tata Elxsi improve efficiency in many areas. Experts believe Tata Elxsi will grow quickly in the coming years. The company’s earnings and sales are expected to rise. Tata Elxsi is also expected to become more profitable. This shows that the company is ready for long-term success. They are working on new ideas, technology, and partnerships to achieve this. 

Analyst Insights: 

Market capitalisation: ₹ 32,479 Cr. 

Current Price: ₹ 5,215 

52-Week High/Low: ₹ 9,083 / 5,158 

Stock P/E: 40.1 

Dividend Yield: 1.34 % 

Return on Capital Employed (ROCE): 42.7 %% 

Return on Equity: 34.5 % 

Tata Elxsi has been growing well in recent years. Over the last 5 years, its sales have grown by 17% every year, and in the last 3 years, they grew by 25%. This shows that the company is getting bigger and stronger. One of the good things about Tata Elxsi is that it has very little debt. This means it does not rely much on loans, which is safer for the company. Also, the company earns well. It has a high return on equity (ROE) of 34.5%, which means it is good at making profits with its investors’ money. The return on capital employed (ROCE) is 42.7%, showing that the company uses its capital well to generate profits. Tata Elxsi also makes a good profit. Its operating profit margin is 30%, which means it keeps ₹30 for every ₹100 in sales. This shows that the company runs its business efficiently. The company’s earnings per share (EPS) have grown. In December 2022, it was ₹24.24, and in December 2024, it increased to ₹36.84. This is a good sign as it means the company is making more money over time. Tata Elxsi is also focusing on new technology. It is working on Software-Defined Vehicles (SDV) and Advanced Driver Assistance Systems (ADAS). These technologies are expected to grow a lot in the future, and Tata Elxsi is ready to take advantage of this. The company is also investing in green mobility and has set up an innovation hub to explore new ideas. Even though the stock price has been a bit volatile, the company’s profit growth rate is strong at 22.4% each year over the last 5 years. The company’s stock is also priced at 13.1 times its book value, which means it is still an attractive option for growth in the tech industry. In summary, Tata Elxsi is a strong company with good profits, little debt, and a focus on future technologies. These qualities make it a good investment for long-term growth. 

Aurionpro Solutions Ltd
Aurionpro Solutions Ltd: 33% YoY Profit Growth and Digital Transformation

Business and Industry Overview: 

Aurionpro Solutions Ltd is a technology company based in Navi Mumbai, India. It helps businesses by providing digital tools to make their work easier and more efficient. The company mainly works with banks, payment systems, transportation, logistics, and government sectors. Aurionpro uses modern technologies like artificial intelligence (AI), machine learning, and blockchain to help businesses stay secure and grow faster. They provide a platform that businesses can use to improve their operations, making things smoother and quicker. It was founded in 1997. At first, it was called something different but changed its name to Aurionpro Solutions later. Now, the company has 24 offices in 22 countries and more than 2,000 employees. It is listed on the Bombay Stock Exchange (BSE) and the National Stock Exchange (NSE) in India. Its market value is more than Rs 7 billion. The company is led by Paresh Zaveri, who is the Chairman and Managing Director. Ashish Rai became the Vice Chairman and President in 2022, and other leaders manage different parts of the business, such as banking and technology. 

Aurionpro has grown over the years by buying other companies and forming partnerships. In 2020, it bought a majority stake in SC Soft, a company that creates software for transportation fare collection. It also owns Integro Technologies, a company focused on credit lending. The company has partnered with different state governments to help improve their digital systems. For example, it launched a payment platform called ‘AuropayBiz’ with Stripe and FIS Worldpay. Aurionpro also worked with the Government of Rajasthan and Haryana Roadways to make transportation ticketing systems better. It has been recognized for being a great place to work. It was named a Great Place to Work for two years in a row. The company also won the India Technology Excellence Award for its work in digital technology. Today, Aurionpro continues to help businesses all over the world improve their digital systems and keep up with the fast-changing digital world. 

India now has over 692 million people using the internet. This makes India one of the largest internet users in the world. Because of this, businesses can grow faster, and people can do more things online. The government is also using new technologies, like artificial intelligence (AI), to help businesses make better decisions. AI can help businesses work faster and smarter. Another new technology being used is blockchain, which keeps transactions secure and helps businesses avoid problems like fraud. Even though big cities are seeing the most change, the government is working to help small towns and villages too. There are Common Service Centers (CSCs) in rural areas. These centers allow people to access government services like banking and education using the internet. The government also created an app called UMANG, which lets people use over 1,000 government services directly on their smartphones. They can pay bills, file taxes, and even make doctor appointments through this app. Startups, or small businesses, are also helping India’s digitaltransformatione. They are using technology to solve everyday problems. The government is supporting these businesses with funding and advice to help them grow. In short, Digital India is making life easier by improving internet access, offering government services online, and helping people learn new skills. It’s helping India become more modern and connected, making it easier for everyone to use technology in their daily lives. 

Aurionpro Solutions is a company that helps businesses use technology to work better. They focus on areas like banking, transport, logistics, and government. They use tools like cloud computing, artificial intelligence, and machine learning to help businesses become faster, safer, and more efficient. For businesses that want to accept payments online, Aurionpro has a product called AuropayBiz. This tool makes it easy and safe for small businesses to get payments from customers using digital methods. They also work with big payment companies like Stripe Payments and FIS Worldpay to help businesses accept payments more easily. Aurionpro also works in transportation. Their SC Soft division creates smart ticketing systems for things like buses, trains, and subways. This makes it simple for people to buy tickets using their phones or credit cards. They even partner with MasterCard to make payment systems better for passengers. Their Integro Technologies division helps banks with lending services. They provide tools to banks so they can offer loans and credit more efficiently to customers. 

Aurionpro has more than 2000 employees and works in 22 countries. They are known for helping businesses improve by using digital tools. They keep growing by helping businesses in many industries become smarter and offer better services to their customers. It is a company that helps businesses improve by using technology. They mainly work with banks, financial services, and the transit industry. The company is focusing on growing in new regions. In Europe, they want to become a bigger player in the next year. In the United States, they plan to grow faster and take a larger share of the market. 

Latest Stock News: 

Aurionpro Solutions is a company that provides technology to banks, helping them improve their services. The company has been doing well financially, with its earnings going up by 32%. In the third quarter, their revenue grew by 33% compared to last year and 10% compared to the last quarter. They have also secured new contracts in Southeast Asia and the Middle East, and recently bought a company in Europe that works with capital markets. On March 21, 2025, however, the stock price of Aurionpro dropped by around 7%. This happened after the stock had been going up for the past few days. Despite this drop, the stock has done better than the Sensex (a market index) over the past week. But, over the last three months, the stock has been going down, showing some ups and downs. Overall, while the company is growing and getting new business, the stock price has been unstable. Investors need to pay attention to how the stock behaves before deciding to buy or sell. 

Potentials: 

The company aims to increase its revenue by 30-35% in the fiscal year 2025. They also want to improve their profit margins, targeting an EBITDA margin of 20-22% and a Profit After Tax (PAT) margin of 15-16%. Aurionpro’s banking business has grown by more than 50% and now makes up 55% of its total income. They have secured new projects in countries like Saudi Arabia, in regions such as the Middle East and Southeast Asia. In the transit sector, they are growing their services in the U.S. and have expanded to Central and Latin America. Aurionpro also bought Fenixys, a consulting firm that works with banks in Europe and the Middle East. This will help Aurionpro grow in these areas by using Fenixys’ experience and their connections with important banks. In short, Aurionpro is expanding into new markets, aiming for higher revenues and profits, and continuing to grow in banking and transit. The acquisition of Fenixys will help them become stronger in Europe and the Middle East. 

Aurionpro Solutions Ltd is doing well, especially in the banking and fintech business. This part of the company makes up most of its income. In the first half of FY25, the company’s revenue grew by 51% compared to last year, which shows good growth. The company’s profit margins have stayed stable, around 21-22%. This means they are good at controlling costs and running their business smoothly. 

The company is also expanding into new markets, like Saudi Arabia and the Americas, and is launching new products. This will help the company grow even more. The company has strong profits compared to what it invests, with return on equity at 19.7% and return on capital employed at 22.3%. It also has very little debt and good cash flow, making it financially strong. 

Analyst Insights: 

  • Market capitalisation: ₹ 7,825 Cr. 
  • Current Price:₹ 1,417 
  • 52-Week High/Low: ₹ 1,992 / 980 
  • Stock P/E: 44.9 
  • Dividend Yield:0.18%
  • Return on Capital Employed (ROCE): 22.3% 
  • Return on Equity: 19.7% 

The stock price has gone up by 43% in the last year. Sales have also grown by 31% in the past year. However, the company’s stock price is a bit high compared to others in the same industry, which may make it seem expensive. The dividend they pay to shareholders is low at just 0.18%. Also, the promoters (owners) of the company have slightly reduced their stake, which some people may find worrying. Despite these concerns, the company is doing well and is growing, making it a good option for long-term investment, especially if you are looking at fintech and banking. 

Tata Communications Ltd
Tata Communications Stock Hits 52-Week Low- Market Challenges & Future Growth Outlook

Business and Industry Overview

Tata Communications, initially known as Videsh Sanchar Nigam Limited, was a government-owned telecommunication company. It was started on March 19, 1986, as VSNL. In 2002, the Indian government sold 25% of its shares, and Tata took control of the company. Tata Communications helps businesses around the world with digital services like the internet, cloud storage, mobile connections, and security. It works with 7,000 companies, including 300 of the world’s biggest businesses (Fortune 500). The company plays a big role in global internet traffic. It handles 30% of the world’s internet data, connects 80% of cloud service providers, and serves 4 out of 5 mobile users worldwide. It owns the largest underwater internet cable network, linking 190+ countries. In India, it is building the biggest Internet of Things (IoT) network, which will reach 2,000 communities and impact 400 million people. Tata Communications is listed on India’s two major stock exchanges (BSE and NSE). For over 25 years, it has helped India’s digital growth. In 2021, the company made ₹17,100 crore in revenue. The company provides network services and software-defined network platforms, such as Ethernet, SD-WAN, content delivery networks (CDNs), the internet, Multiprotocol Label Switching (MPLS), and private lines. 

India has the second-largest telecom market in the world. The number of mobile and internet users is growing fast. As of May 2024, India had 1,168.95 million mobile users. The number of home and office internet users was 41.31 million. By December 2023, India used a huge amount of internet data (50 million TB). Mobile internet usage increased 4% from September to December 2023. Most people used 4G (86.66%) and 5G (12.59%), while 2G and 3G were used very little. The telecom industry made ₹2.4 lakh crore (US$ 29 billion) in 2024. In the next five years, as mobile internet becomes cheaper, 500 million more people in India will start using the internet, creating new business opportunities. As of February 2025, Tata Communications has a market cap of ₹423.59 billion. Its market share has decreased over the past few years, but it still is a big player in the market. 

Latest Stock News

Tata Communications’ stock hit a new 52-week low, showing struggles in the telecom sector. The stock has been falling for the past two days and has dropped a lot over the past year. It is also performing worse than the overall market and is trading below important price levels. 

In Q3 FY25, the company made a profit of ₹131.7 crore, compared to a loss of ₹27 crore in Q3 FY24. The company said that higher digital revenue and better profit margins helped it recover. It also sold its stake in TCPSL to TSI India as part of a review of non-core businesses. 

Management reported a 50% increase in large business deals compared to last year and strong order growth. They expect Q4 to show good revenue growth. However, despite this, Tata Communications’ stock has dropped 12.5% this year due to overall market weakness. 

Potentials

Tata Communications is a leading telecom and digital services provider with operations in 190+ countries. It is partnering with AI company CoRover.ai to expand its digital solutions for businesses and government departments. They will use Tata Communications’ cloud technology and CoRover.ai’s AI solutions to create smart digital services. Sovereign AI means a country developing its own AI using its own data, infrastructure, and workforce. This partnership will help protect local data and follow government rules, especially with India’s new Digital Personal Data Protection (DPDP) Act. Many companies now prefer Indian-made data storage and management solutions to stay legally compliant. Tata Communications is already in talks with the central and state governments to use these AI solutions. Some projects are in a testing phase and will soon expand. The partnership will develop AI-powered applications for the public and businesses, improving services like e-governance, digital infrastructure, and business operations (such as inventory management).The AI solutions will support text, voice, and video in 14 Indian languages, including Hinglish. This will make technology more accessible to a larger population. 

The company’s stock price is very high compared to its actual worth, making it expensive for new investors. Its sales growth has been quite slow over the past five years, which is a concern. Additionally, it has a large amount of future financial obligations (₹13,916 crore in liabilities), and there are signs that it might be adjusting its financial numbers to make profits look better. However, the company has been highly profitable, showing a strong return on equity of 126% over three years, and it maintains a good dividend payout of 40.8%, rewarding its investors. While it offers good returns, its high price, slow growth, and financial risks make it a bit risky for new investments. 

Analyst Insights: 

Key Financial 

  • Revenue: ₹5,798 crore (Total money the company earned). 
  • PE Ratio: 37.1, meaning the stock is expensive compared to its profits. 
  • Market Value: ₹41,329 crore, showing it is a big company in telecom. 
  • Return on Equity (ROE): 126% (last 3 years), showing strong profit-making ability. 

Tata Communications is a strong company with good profits and big plans for AI, cloud, and digital solutions. But slow sales growth, high stock price, and financial risks are concerns. The stock looks expensive, and it has not performed well in the market recently. 

If you already own the stock, keep it for now but watch its performance.New investors should wait for a better price before buying. The company has good future potential, but right now, it may not be the best time to invest. 

Siemens
Siemens Q3 Results: Net Profit Strong Jumps 22% to ₹614 Crore, Revenue Declines 3%

Business and Industry Overview: 

Siemens Limited is a technology-focused company in India which is a part of Siemens AG, Germany. It specializes in digital and sustainable transformation. The company offers a comprehensive portfolio through Siemens Xcelerator. The Siemens Xcelerator serves as a marketplace where customers can select solutions tailored to their business challenges, including offerings in digital enterprise solutions, industrial cybersecurity, AI/ML, and more. It features a range of technology solutions, such as Digital Enterprise solutions, industrial edge, industrial cybersecurity, IT/OT integration, integrated automation, and Artificial Intelligence (AI) / Machine Learning (ML). Additionally, it offers products like Building X, Electrification X, and Gridscale X, which assist grid, urban, and industrial infrastructure customers on their digital transformation journeys. In the financial year 2024, the company secured orders from various sectors, including renewables and metals, for its cutting-edge technologies. 

With its local expertise and strong global technological leadership, Siemens Limited is well-positioned to support India’s industrial and economic growth through its innovative solutions in electrification, automation, and digitalization. Siemens India has a strong presence across various industries, supported by its robust research and development capabilities, local manufacturing, and efforts in digital transformation. The company aligns strategically with India’s economic policies, including Make in India, the Smart Cities Mission, and Atmanirbhar Bharat, which aim to foster local innovation and enhance infrastructure development. 

Latest Stock News: 

Siemens reported a 22% increase in their consolidated net profit for Q3 FY25, rising to Rs 614.30 crore from Rs 505.40 crore in the same quarter last year. Consolidated revenue from operations fell by 3% to Rs 3,587.20 crore compared to Rs 3,709.50 crore a year ago. Earnings Before Interest, Taxes, Depreciation, and Amortisation (EBITDA) declined 11.5% to Rs 401 crore, with a margin contraction from 12.2% to 11.2%. 

CEO Sunil Mathur stated that the revenue had declined due to slower private sector capital expenditure and normalizing demand in digital industries, while emphasizing the growth in Smart Infrastructure and Mobility sectors due to government spending.  

Segmental information: 

Siemens India operates through several key business segments: 

1. Smart Infrastructure: This segment provides solutions for buildings, grid infrastructure, and energy distribution, all aimed at promoting sustainable urban development. 

2. Digital Industries: Focused on automation, digitalisation, and industrial software, this segment optimises manufacturing and process industries. 

3. Mobility: This area offers railway automation, electrification, and rolling stock solutions to enhance India’s transportation and logistics sector. 

4. Energy: Engaged in power generation, transmission, and grid modernisation, this segment supports India’s transition toward cleaner energy sources. 

5. Healthcare (Siemens Healthcare) : This division develops advanced medical imaging, diagnostics, and laboratory automation solutions. 

6. Siemens Financial Services: This segment provides customised financing solutions for industrial and infrastructure projects. 

Subsidiary Information:   

Siemens Rail Automation Private Limited (SRAPL)       

SRAPL, a wholly owned subsidiary of the Company, specializes in the manufacture, supply, design, installation, and commissioning of railway signalling equipment, which includes both trackside and onboard equipment. 

C&S Electric Limited (C&S)       

C&S is a subsidiary of the Company, in which the Company holds a 99.22% equity stake. It is involved in the manufacturing and distribution of low-voltage products and systems, such as switchboards, power distribution products, control products, protection relays, measurement devices, bus duct, and busbar trunking. For the financial year 2023-24, C&S reported a turnover of ₹17,019 million, accounting for 8% of the Company’s consolidated turnover. This represents an increase from ₹15,036 million for the year ended September 30, 2023. Additionally, the Profit from Operations for C&S for the year ended September 30, 2024, was ₹2,497 million, compared to ₹1,544 million in the previous year. 

Siemens Energy India Limited (SEIL)       

SEIL is a wholly owned subsidiary of the Company and was incorporated on February 7, 2024, for the purpose of demerging the Company’s Energy business (as defined in the Scheme) into SEIL. The first financial year for SEIL spans from February 7, 2024, to September 30, 2024. 

Associate Company: Sunsole Renewables Private Limited (Sunsole)       

Sunsole is an associate company of the Company, engaged in the construction, operation, and maintenance of a solar power plant. This plant supplies power generated on a captive basis to the Company. For the year ended September 30, 2024, Sunsole reported a turnover of ₹23 million, compared to ₹24 million for the previous year. Moreover, its profit for the year ended September 30, 2024, was ₹4 million, a significant improvement from a loss of ₹5 million for the year ended September 30, 2023. 

Q3 Highlights: 

  • Siemens’ revenue from operations stood at ₹3,587 crore in Q3 FY25, falling 3.3% from ₹3,710 crore in the same period last year.   
  • The company’s EBITDA contracted to ₹401 crore in the December quarter of FY25. 
  • Net profit is recorded as ₹ 615 crore in Q3 FY25 compared to ₹ 506 crore in the same quarter compared to last year.  

Financial Summary: 

Amount in ₹ Cr Q3 FY24 Q3 FY25 FY23 FY24 
Revenue 3,710.00 3,587.00 19,554 22,240 
Expenses 3,256.00 3,186 17,067 19,136 
EBITDA 453 401.00 2,487.00 3,104.00 
OPM 12% 11% 13% 14% 
Other Income 256 415 496 925 
Net Profit 506.00 615.00 1,962 2,718 
NPM 13.64 17.15 10.03 12.22 
EPS 14.19 17.25 55.06 76.28 
Siemens Ltd stock news
Siemens Ltd: Order Backlog, Growth Trends & Future Potential

Siemens Ltd: Overview 

Siemens Ltd., a subsidiary of Siemens AG, is a leading technology powerhouse operating across multiple sectors in India, including electrification, automation, and digitalization. The company operates through well-diversified business segments, including Smart Infrastructure, Digital Industries, Mobility, Energy, and Healthcare, catering to a wide range of industries such as power utilities, transportation, manufacturing, and building automation. Siemens has a significant presence across India, with multiple manufacturing facilities, R&D centers, and a vast service network, ensuring seamless execution of large-scale infrastructure and technology projects. The Make in India and Atmanirbhar Bharat initiatives have significantly boosted local manufacturing, leading to an increased demand for automation, smart grids, and energy-efficient solutions areas where Siemens Ltd. plays a critical role. The ongoing urbanization, expansion of metro rail projects, and the push for smart cities are expected to drive substantial demand for Siemens’ mobility and smart infrastructure solutions. The power sector is undergoing a major shift towards renewable energy, energy storage, and grid modernization, opening up new opportunities for Siemens’ digital grid and energy-efficient solutions. Additionally, the industrial automation market in India is expected to grow at a CAGR of over 12%, propelled by advancements in IoT, AI-driven automation, and robotics. Siemens Ltd., being a global leader in these areas, is well-positioned to capitalize on the growing demand for intelligent automation and sustainable energy solutions in industries such as manufacturing, automotive, healthcare, and transportation.  

Latest Stock News 

Private sector capital expenditure is primarily focused on emerging technologies such as semiconductors, batteries, solar photovoltaic systems, and electric vehicles, driving significant investment in these areas. The demand for energy transmission and energy efficiency solutions has also seen an uptick, contributing to a robust order backlog of ₹482.6 billion. The company has maintained strong growth momentum in its base business, securing multiple large orders in the Smart Infrastructure (SE) and Mobility (MO) segments, while advanced ordering normalization was observed in Digital Industries (DI) and Low-Voltage Motors (LVM). For FY24, revenue growth was reported at 15.0% in the product business and 13.2% in the project business, supported by double-digit orders and revenue expansion, particularly in electrification and building products. Profitability improved due to a better product mix, favourable price realization, and higher revenue generation. Notable orders in FY24 included Bangalore Metro Electrification and the propulsion system for 6,000 HP locomotives, reflecting Siemens’ growing presence in infrastructure and transportation. Order growth was particularly strong in grid technologies, oil & gas, and turbine segments, further bolstering the company’s long-term outlook. Q4 FY24 EBITDA increased by 3%, although it was impacted by certain one-time factors. Additionally, the Siemens Energy demerger remains on track, positioning the company for a more streamlined focus on its core operations and strategic growth areas. 

Stock Potential 

Siemens Ltd. is uniquely positioned to benefit from India’s ambitious industrial and infrastructure development plans. The company has significant growth potential in sectors like renewable energy, smart grid solutions, industrial automation, and digital twin technology. With increasing government spending on railways, metros, and smart city projects, Siemens’ mobility and electrification solutions are expected to see strong growth in the coming years. Its ability to offer end-to-end industrial automation and smart infrastructure solutions makes it a preferred partner for large-scale infrastructure and manufacturing projects. Siemens also has a strong backlog of orders and a healthy balance sheet, which provides financial stability and the ability to invest in next-generation technologies. With expanding R&D capabilities, partnerships with Indian industries, and an increasing share of service-based revenues, Siemens Ltd. is poised for long-term sustainable growth. 

Analyst Insights 

We are bullish on Siemens Ltd., considering its strong market position, diversified portfolio, and long-term growth prospects in India. The company has consistently demonstrated revenue growth, aided by strong order inflows from key sectors like power distribution, railways, and industrial automation. Analysts expect Siemens’ revenue growth to remain in double digits, driven by increasing demand for energy-efficient solutions, digital automation, and infrastructure expansion. Margins are expected to improve as the company scales up its digital services and automation-driven businesses, which carry higher profitability. While short-term headwinds such as global supply chain disruptions, semiconductor shortages, and cost inflation may impact near-term earnings, the long-term outlook remains robust. Siemens’ focus on high-growth areas like smart mobility, EV infrastructure, and digital grids further strengthens its competitive advantage. Analysts recommend long-term investment in Siemens Ltd, considering its strong order book, expanding market opportunities, and innovation-driven approach that ensures steady and sustainable growth. The company’s ability to leverage global expertise while tailoring solutions for the Indian market gives it a strategic edge, making it a preferred choice for infrastructure and automation investors. 

SBI Life Insurance Q3 FY25
SBI Life Insurance Q3 FY25: Strong Revenue, Profit & Growth in AUM

SBI Life Insurance Company Ltd: Overview 

SBI Life Insurance, one of the most trusted life insurance companies in India, was incorporated in October 2000 and is registered with the Insurance Regulatory and Development Authority of India (IRDAI) in March 2001. Serving millions of families across India, SBI Life’s diverse range of products caters to individuals as well as group customers through Protection, Pension, Savings and Health solutions. Driven by ‘Customer-First’ approach, SBI Life places great emphasis on maintaining world class operating efficiency and providing hassle-free claim settlement experience to its customers by following high ethical standards of service. Additionally, SBI Life is committed to enhance digital experiences for its customers, distributors and employees alike. SBI Life strives to make insurance accessible to all, with its extensive presence across the country through its 1,086 offices, 25,949 employees, a large and productive network of about 241,251 agents, 77 corporate agents and 14 banc assurance partners with more than 41,000 partner branches, 144 brokers and other insurance marketing firms. In addition to doing what’s right for the customers, the company is also committed to provide a healthy and flexible work environment for its employees to excel personally and professionally.   

Business Segments 

  • Non-Participating Products: The Non-Participating segment comprises of individual savings, group savings and protection segments. These products cover the insured for a specific period and the insured do not participate in the surplus of the underlying investment pool. This segment includes Individual savings, group savings, protection, etc.  
  • Participating Products: Participating life insurance products are products where the insured participates in the surplus from the segment during the term of the contract. These are savings cum protection products that provide a guaranteed sum assured and long term returns through participation in surplus. 
  • Linked Products: Linked products provide the benefit of investment as well as protection. They provide returns directly linked to the performance of the underlying funds and have a transparent charge structure which is explicitly stated at the outset. The investment risk on these products is borne by the policyholder. This segment also includes a fund based group gratuity, superannuation and leave encashment product for employers. 

Subsidiary Information 

SBI Life Insurance Company Ltd has no subsidiary or investments in companies. It is a subsidiary of its parent company SBI. 

Q3 FY25 & Business Highlights 

  • Revenue of ₹18862 crore in Q3 FY25 up by -52% YoY from ₹39033 crore in Q3 FY24.  
  • EBITDA of ₹596 crore in this quarter at a margin of 3% compared to 1% in Q3 FY24. 
  • Profit of ₹551 crore in this quarter compared to a ₹322 crore profit in Q3 FY24. 
  • AUM stands at 4.4 trillion with 19% growth, individual New Business Sum Assured stands at 1,815 billion with 33% growth. 
  • The Company has strong distribution network of 309,590 trained insurance professionals consisting of Agents, CIFs and SPs along with widespread operations with 1,086 offices across country. 
  • Robust solvency ratio of 2.04 as on December 31, 2024 as against the regulatory requirement of 1.50 indicating strong financial position of the Company. 
  • The sales through bank channels contributed about 56%, Agency 21% and other channels had contributed 22%. 

Financial Summary 

INR Cr. Q3 FY24 Q3 FY25 FY23 FY24 
Revenue 39033 18862 80636 131988 
Expenses 38631 18266 80514 131742 
EBITDA 352 593 122 246 
OPM 1% 3% 0% 0% 
Net Profit 322 551 1721 1894 
NPM 0.8% 2.9% 2.1% 1.4% 
EPS 3.21 5.5 17.2 18.9 
Wipro to Hire 10,000-12,000 Freshers Annually
Wipro to Hire 10,000-12,000 Freshers Annually; Strong Q3 Results & Growth Plans

Wipro Ltd: Overview 

We are a leading information technology services and consulting company, focused on building innovative solutions to unlock our clients’ boldest ambitions. Anchored in our vision to become an AI-centric organization, we leverage our comprehensive portfolio of capabilities in consulting, design, engineering, and operations to offer tailored solutions that address our clients’ most complex digital transformation needs. With a global workforce of over 230,000 committed individuals across 65 countries, we fulfil our promise of helping our customers, colleagues, and communities thrive in an ever changing world. IT service offerings are categorized under four Global Business Lines (GBLs), designed to drive focused growth in our priority markets. The offerings combine global expertise with local geo-focus in building capabilities while ensuring a dedicated sales presence closely aligned with the needs and preferences of our clients. Global technology spending grew at a slower pace of 4.4% year-over-year in the calendar year ended December 31, 2023, with enterprise software and IT services being the primary drivers of growth and de-growth seen in hardware and devices. t, AI-related activities have witnessed a significant uptick with 2.7x growth in activities related to industry collaborations and partnerships, product/service launches and enterprise. It is expected that there will be an increase in foundational spend across cloud, IT modernization, digital customer experience, and digital engineering projects. 

Latest Stock News (20 Jan, 2025) 

Technology services provider Wipro Ltd will hire 10,000 to 12000 freshers every year starting from next fiscal year, according to its Chief Human Resources Officer Saurabh Govil. For 2024-25 (FY25), Wipro aims to hire between 9,000 and 10,000 freshers, with plans to scale up in subsequent years, he said. Wipro reported better-than-expected October-December 2024 quarter results. The company projected fourth-quarter revenue growth to range from -1% to +1% in constant currency terms. The third-quarter performance was driven by quick deal wins and growth in healthcare and banking sectors, according to CEO Srini Pallia. CFO Aparna Iyer attributed the margin improvement highest in three years despite wage hikes to rigorous execution, high utilisation rates, improved offshoring, and cost optimisations in non-client-facing roles and overheads. Iyer stated that, we have had free cash flow generation, which is upwards of 130% even year to date; we had a powerful cash flow generation for the last two years. Our cash is at an all-time high, and we felt this was the right time. We also laid out our strategic priorities, and we are very clear that we are now ready to increase the committed payout levels, and therefore we have done that. We have also announced an interim dividend of ₹6 per share, which is substantially more than what we have done in the past. So increased capital allocation and increased dividend quantum. 

Business Segments

  • IT Services: This is the largest segment and encompasses a broad range of services, including consulting, application development, system integration, and digital transformation. Within IT Services, Wipro caters to industries such as Banking, Financial Services, and Insurance (BFSI), Consumer Goods, Healthcare, Manufacturing, Energy, Technology, and Communications. Wipro also focuses on emerging areas like cybersecurity, analytics, and AI-driven automation to help clients optimize operations and enhance customer experiences. 
  • IT Products: Wipro’s IT Products segment provides enterprise-class hardware and software solutions to meet the infrastructure needs of businesses. The offerings include computing, networking, and storage solutions, primarily targeted at Indian enterprises and government clients. 
  • Business Process Outsourcing: This segment encompasses business process outsourcing (BPO), process automation, and platform-based solutions. It focuses on delivering operational efficiency and scalability for industries such as retail, utilities, and healthcare, leveraging technologies like robotic process automation (RPA) and AI. 
  • Cloud & Infrastructure Services: This segment specializes in cloud migration, management, and optimization services. It helps businesses modernize their IT infrastructure to achieve agility and cost efficiency through partnerships with major cloud providers like AWS, Microsoft Azure, and Google Cloud. 

Subsidiary Information

  • Wipro LLC: This subsidiary operates in the United States, focusing on delivering Wipro’s comprehensive suite of IT services, including consulting, digital transformation, and business process outsourcing, to clients across various industries. Wipro LLC plays a crucial role in strengthening Wipro’s presence in the North American market. 
  • Wipro Philippines Inc.: Established to cater to the Asia-Pacific region, Wipro Philippines Inc. provides a range of IT and BPO services. The company is domiciled in the Philippines and was incorporated and registered with the Philippine Securities and Exchange Commission. It operates as a 99.99% owned subsidiary of Wipro IT Services SE, delivering tailored solutions to meet the diverse needs of clients in the region. 
  • Wipro IT Services UK Societas: Incorporated in the United Kingdom, Wipro IT Services UK Societas serves as an investing and holding company. It is a subsidiary of Wipro Limited and plays a strategic role in managing investments and overseeing operations within the UK and Europe. 
  • Wipro Holdings (UK) Ltd: This entity functions as a holding company in the United Kingdom, managing Wipro’s investments and subsidiaries in the region. It supports Wipro’s strategic initiatives and expansion plans within the UK and European markets. 

Q3 FY25 & Business Highlights 

  • Revenue of ₹22319 crore in Q3 FY25 up by 0.51% YoY from ₹22205 crore in Q3 FY24.  
  • EBITDA of ₹4540 crore in this quarter at a margin of 20% compared to 19% in Q3 FY24. 
  • Profit of ₹3367 crore in this quarter compared to a ₹2701 crore profit in Q3 FY24. 
  • Wipro has made great progress in consulting of AI powered industry and cross industry solutions. 
  • The large deals have decreased this quarter but medium and small deals have strong demand. 
  • Demand form America is as usual high, and Europe demand is increasing as they are focusing more on cost optimization and this demand will be reflected in Q4 FY25. 
  • As per America’s budget information, their focus is more on developing and spending on Gen AI and Cloud infrastructure, so more demand is on that side. 

Financial Summary 

INR Cr. Q3 FY24 Q3 FY25 FY23 FY24 
Revenue 22205 22319 90488 89760 
Expenses 18007 17779 73649 73008 
EBITDA 4198 4540 16839 16752 
OPM 19% 20% 19% 19% 
Other Income 598 1005 2275 2631 
Net Profit 2701 3367 11366 11112 
NPM 12.5% 15.1% 12.6% 12.4% 
EPS 2.58 3.2 10.3 10.6 
HCLTech Powers Digital Transformation
HCL Tech Powers Digital Transformation with AI and Cloud Solutions

HCL Technologies Ltd: Overview 

HCL Tech brings together the best of technology and its people to enable global enterprises to accelerate their digital transformation journeys. The Company has a footprint across 60 countries and employs over 227,000+ people. It’s full stack technology services portfolio across the digital, engineering, cloud, AI and software makes it a preferred digital transformation partner to G2000 companies across industries. The Company serves clients through a network of 200+ delivery centers and 150+ innovation labs. It has also established presence in 20 near shore locations to deliver in proximity services to clients. This global reach, combined with a robust ecosystem of partners and hyperscalers, allows it to deploy best-in-class technology solutions at speed and scale. The advent of new technologies like GenAI and continued digital transformation needs of enterprises offer growth opportunities to the Company. Large and mega deals are gaining traction as enterprises focus on cost optimization and vendor consolidation. IT services market is projected at 6.1% globally over the next one year by industry analysts. The current economic landscape indicates favourable market opportunities for technology across industries. 

Latest Stock News (16 Jan 2025)

Vodafone Idea (VI), one of India’s leading telecom companies, has partnered with HCL Software, the software business unit of HCLTech, to make its 4G and 5G networks smarter and more efficient. VI is now using HCL Augmented Network Automation (HCL ANA), a multivendor self-optimizing network (MV-SON) platform, to manage its Ericsson and Samsung networks. This advanced technology will help VI improve network performance, save energy, and offer better services to its customers. This partnership with HCL Software is a major step forward for Vodafone Idea. The AI-powered HCL ANA platform will streamline our network operations and provide superior network experience to our customers. It also reflects VI’s commitment to using advanced, Made-in-India technologies to improve services, reduce costs, and prepare for the future of telecom innovation. HCLTech, a leading global technology company, today announced the expansion of its strategic partnership with Microsoft to transform customer service experiences with generative AI and cloud-based contact center solutions. HCLTech will empower clients to activate Microsoft Dynamics 365 Contact Center, a Copilotfirst solution that delivers superior customer experiences, accelerates problem-solving, empowers customer service representatives and drives efficiency. 

Business Segments:

  • Digital Business Services: HCLTech’s Digital Business Services offerings include Digital Consulting, Commercial Apps, Custom Apps, Data and AI, covering large Application Development, Application Management, Projects and System Integration and value realization work for our clients. HCLTech Digital Business Services help enterprises challenge the status quo by transforming their operating models, by identifying and rethinking the right experiences, enabling them with composable platforms and optimizing them with data-driven insights, all while ensuring sustainable value creation and impact. 
  • Digital Foundation Services: HCLTech’s Digital Foundation Services (DFS) form the bedrock of our clients’ digital transformation journeys. We offer next-gen AI- and hyper automation-led, secure, resilient and reconfigurable solutions for IT infrastructure. We are a trusted advisor and partner for leading G2000 companies, helping them manage and transform their large and complex IT infrastructure. Clients choose our services for our proven ability to execute at scale and deliver stated business benefits on time. 
  • Digital Process Operations: Digital Process Operations (DPO) provides clients with next-generation operating models that sustain new levels of speed, agility, efficiency and transformation. DPO revolutionizes customer experiences, modernizes end-to end business value chain, unlocks business capital and drives competitive advantages through its domain expertise, engineering, and AI/GenAI capabilities and best-in-breed partner ecosystem. Our integrated technology-led digital operations model reimagines clients’ operations across three broad digital stacks. 
  • HCLTech Career Shaper: HCLTech’s EdTech Business Services, now called the HCLTech Career Shaper™, focuses on providing tech platforms, products and solutions for talent mobility at scale with agility. The Career Shaper™ suite of products includes 150+ tech roles-based learning programs, immersive labs and assessments. For enterprises, the solutions encompass hiring tests, skills gap analytics, competency-based learning, proctored assessments 

Subsidiary Information:

  • HCL Comnet Systems & Services Ltd: HCL Comnet Systems & Services Ltd is a wholly-owned subsidiary of HCL Technologies and operates primarily in the domain of IT infrastructure management services. The company provides end-to-end solutions for remote infrastructure management, network management, and IT support services to global clients. It also plays a pivotal role in supporting HCL Technologies’ global delivery model by managing infrastructure operations across various industries. 
  • HCL Bermuda Ltd: It is a subsidiary of HCL Technologies, incorporated in Bermuda. It primarily serves as an investment holding entity for HCL’s global operations. The company plays a strategic role in HCL’s international expansion, facilitating business operations and investments in the Americas and other regions. 
  • HCL Technologies (Shanghai) Ltd: The Company is a China-based subsidiary of HCL Technologies. It focuses on providing IT services, engineering, and R&D solutions to clients in China and the broader Asia-Pacific region. The subsidiary supports industries such as manufacturing, automotive, and electronics, leveraging HCL’s expertise to deliver localized services and solutions tailored to the Chinese market. 
  • Sankalp Semiconductor Pvt Ltd: Sankalp Semiconductor Pvt Ltd, acquired by HCL Technologies in 2019, is a leading provider of analogue and mixed-signal semiconductor design services. It specializes in delivering end-to-end solutions for complex chip design and verification across sectors like automotive, consumer electronics, healthcare, and IoT. The acquisition has strengthened HCL’s semiconductor capabilities and expanded its offerings in the VLSI (Very Large Scale Integration) design and embedded solutions market. 

Q3 FY25 & Business Highlights 

  • Revenue of ₹29890 crore in Q3 FY25 up by 5.08% YoY from ₹28446 crore in Q3 FY24.  
  • EBITDA of ₹6860 crore in this quarter at a margin of 23% compared to 24% in Q3 FY24. 
  • Profit of ₹4594 crore in this quarter compared to a ₹4351 crore profit in Q3 FY24. 
  • Software revenue at $400 million, an 18.7% increase QoQ but a decline of 2.1% YoY in constant currency. Services revenue at $3,145 million, up 2.2% QoQ and 4.9% YoY in constant currency. 
  • Added two clients in the $100 million category, four in the $50 million category, and four in the $20 million category YoY. Continued expansion in top five and top 20 clients. 
  • Won 12 deals in Q3, with total new booking TCV at $2.1 billion. Small deals are growing stronger than large deals, indicating a shift in client spending patterns. 

Financial Summary 

INR Cr. Q3 FY24 Q3 FY25 FY23 FY24 
Revenue 28446 29890 101456 109913 
Expenses 21659 23030 78828 85713 
EBITDA 6787 6860 22628 24198 
OPM 24% 23% 22% 22% 
Other Income 370 477 1358 1495 
Net Profit 4351 4594 14845 15710 
NPM 15.3% 15.4% 14.6% 14.3% 
EPS 16.03 16.92 54.73 57.86