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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. 

HCL Technologies Ltd
Why HCL Technologies Stock Is Falling: Key Reasons Behind the IT Sector Slump

Business and Industry Overview:  

HCL Technologies, or HCLTech, is a big IT company from India. It was started in 1976 by Shiv Nadar. He and a team of engineers made personal computers. The team sold calculators to get money for their computer project. They called the company Hindustan Computers Limited (HCL) in 1976. In 1978, HCL made India’s first home-made computer. By 1983, they also made important software. This included a system for databases, networking, and client-server technology. At first, HCL worked mainly on hardware. In 1991, HCL Technologies became its own company. It focused on software and technology services. The company changed its name to HCL Overseas Limited. They started helping businesses with IT services. In 1993, HCL helped build India’s first digital stock exchange for the National Stock Exchange (NSE). In 1994, the company changed its name again to HCL Consulting Limited. Then in 1999, it became HCL Technologies Limited. This name showed that the company was focused on technology. HCL grew and expanded to the US, Europe, and other parts of the world. They started offering services like cloud computing, cybersecurity, and helping businesses with digital changes. Today, HCL Technologies works in over 60 countries. They have more than 220,000 employees. HCL helps many companies with technology. It is still growing and is a leader in the IT industry. 

Latest Stock News: 

HCL Technologies Ltd. (HCLTech) has recently seen some changes in its stock price. On April 3, 2025, the stock dropped by 3.71%. It closed at ₹1,470.80. This fall was part of a larger downturn in the Indian stock market. The BSE SENSEX Index also dropped by 0.42% to 76,295.36. HCLTech’s stock is now 26.86% lower than its highest price in the last year. Its 52-week high was ₹2,011.00 on January 13, 2025. Earlier in the week, on April 1, 2025, HCLTech’s stock fell by 3.41%. It closed at ₹1,540.00. The increase in trading volume shows that investor sentiment has changed. The previous week, on March 28, 2025, the stock fell by 2.20%, closing at ₹1,590.95. At that time, it was 20.89% below its 52-week high. These drops show that investors are watching HCLTech closely. They are considering both the broader market conditions and the company’s performance. 

Despite these stock drops, HCLTech has received recognition in two important reports. In the HFS Horizons: Generative Enterprise Services, 2025 report, HCLTech was praised for its strong work in AI and Generative AI (GenAI). The company has solutions like AI Force and AI Foundry. These help businesses use AI in a better way. HCLTech works with partners to create new GenAI products. This shows its leadership in helping businesses change digitally. In the IDC MarketScape: Worldwide Adobe Experience Cloud Professional Services, 2024–2025, HCLTech was named a leader for its work with Adobe tools. The company helps businesses create more personalized customer experiences. It improves customer satisfaction and business operations. HCLTech has a global network of labs and centers. These centers help clients get the best results with Adobe tools. Both reports show that HCLTech is strong in AI, GenAI, and customer experience, even though its stock has fallen. 

Potentials: 

HCL Technologies (HCLTech) has many plans for the future. The company wants to focus on AI (artificial intelligence) and GenAI (generative AI). These technologies help businesses work smarter. AI can make things automatic and help businesses make better choices. GenAI can create new things like text, pictures, and ideas from data. HCLTech plans to use these technologies to help businesses save money and improve their services. HCLTech is also focusing on cloud computing. Cloud computing means storing data and using software over the internet. This helps businesses avoid costs and be more flexible. HCLTech wants to offer more cloud services to help businesses grow and change easily. The company wants to build more partnerships with other companies. These can be big tech companies or smaller startups. By working together, HCLTech can offer better solutions and ideas. This will help businesses solve problems and grow faster. HCLTech is looking to expand into new markets. These are countries where businesses are growing quickly. These countries need technology services, and HCLTech wants to provide them. This will help HCLTech reach more customers and grow globally. The company is also putting money into research and development. This means they are working on creating new tools and technologies. These tools will help businesses stay ahead in the fast-changing world of technology. With better tools, businesses can adapt and stay competitive. HCLTech cares about sustainability. They want to help businesses be more eco-friendly. This means using less energy and reducing waste. HCLTech plans to offer solutions that help businesses meet environmental goals. This will help the planet and make businesses follow the new rules about the environment. 

In short, HCLTech wants to help businesses use AI, GenAI, and cloud services. They want to create better tools and build partnerships with other companies. HCLTech also wants to help businesses grow in new markets and be more eco-friendly. Their goal is to lead in technology and help businesses succeed. 

Analyst Insights: 

  • Market capitalisation: ₹ 3,86,595 Cr. 
  • Current Price: ₹ 1,425 
  • 52-Week High/Low: ₹ 2,012 / 1,235 
  • P/E Ratio: 22.6 
  • Dividend Yield: 3.79% 
  • Return on Capital Employed (ROCE): 29.6% 
  • Return on Equity (ROE): 23.3%

HCL Technologies is a strong company to invest in for several reasons. First, the company is growing steadily. Its revenue has gone up by around 16% over the past year. This shows that the company is doing well and getting bigger. It also makes a good profit. The company’s profit margin is 22%, which means it keeps a good portion of its income after covering costs. 

One big advantage is that HCL Technologies has no debt. This is good because it doesn’t need to worry about paying interest on loans. It can focus on growing the business. Also, the company shares its profits with investors by paying good dividends. Its dividend yield is 3.79%, which is higher than many other companies. This is good for people who want regular income from their investments. 

The company is one of the biggest IT firms in India. It is also becoming more popular worldwide. Its brand value has increased by 16%, showing that more people know about it and trust it. HCL Technologies is using its money well, as shown by its Return on Capital Employed (ROCE) of 29.6% and Return on Equity (ROE) of 23.3%. These numbers show that it is making good use of its resources and making money for its investors. 

In simple terms, HCL Technologies is a safe and steady company. It has strong growth, makes good profits, has no debt, and shares its earnings with investors. These factors make it a good option for long-term investment. 

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.

Coforge Ltd.
Coforge Ltd. Declines Amid US Tariff Impact on Indian IT Sector

Business and Industry Overview:  

Coforge Ltd. is an IT company that provides technology services to businesses. It was earlier called NIIT Technologies but changed its name to Coforge in 2020. The company has offices in Noida, India, and New Jersey, USA. It works with different industries like banking, insurance, travel, healthcare, and government. Coforge helps businesses by providing cloud computing, artificial intelligence (AI), automation, and cybersecurity services. It helps companies improve their digital systems so they can work faster and better. Coforge’s shares are traded on India’s two biggest stock markets, BSE and NSE. The stock trades under the symbol COFORGE. The company started in 1992 as part of NIIT Ltd, a well-known IT company in India. Over time, Coforge grew by buying other companies and working with big businesses. In 2006, Coforge bought a UK-based insurance solutions company. It also partnered with Adecco SA, a company that helps businesses find employees.  It has expanded by buying other companies and making new technology solutions. It works with big businesses and government projects. The company is also active in social and environmental work. It continues to grow and improve its services in the IT industry. It helps businesses with technology services. It works with banks, insurance companies, travel companies, and hospitals. It competes with big IT companies like TCS, Infosys, and Wipro. But it focuses on special services to stand out. Coforge helps businesses go digital. It provides cloud computing, AI, and automation services. The company has offices in many countries. It works with clients all over the world. Coforge grows by buying other companies. It bought RuleTek in 2018. It bought SLK Global in 2021. It bought Cigniti Technologies in 2024. These help Coforge get more skills and clients. Coforge gives custom services to each client. It works closely with them. It is smaller than big IT firms. But it moves fast and makes quick changes. The company faces strong competition. But it keeps growing. It uses smart ideas and new technology. It focuses on AI, cloud computing, and automation. This helps it stay strong in the market. Coforge has a bright future. It will keep growing and improving. 

Latest Stock News: 

On April 3, 2025, Coforge’s stock fell by 7%. This happened because the U.S. increased the tax on Indian goods. The new tax is 26%. Before, it was only 3%. This made investors worried. The IT sector depends on the U.S., so this tax may reduce profits. The Nifty IT index also fell by 3%. Many IT companies lost value. Coforge and Mphasis were hit the hardest. Their stocks fell by up to 8%. Investors sold shares because they feared losses. This made prices drop more. Before this, Coforge was doing well. In March 2025, it announced a 1:5 stock split. This means one share became five. This made shares cheaper. More people could buy them. After this, the stock went up for some time. In Q3 FY25, profit grew by 10.3% to ₹268 crore. Revenue increased by 42.8%. The company also gave dividends to investors. This showed Coforge was strong. 

But the new U.S. tax created fear so this made the stock fall fast. Coforge Limited received a tax demand of ₹1,84,98,06,803 from the Income Tax Department on March 28, 2025. This includes ₹48,46,59,591 as interest. The issue is due to transfer pricing adjustments. The tax department says Coforge should have a 32.5% profit margin instead of 11.6%. Coforge does not agree with this. The company believes this issue will be resolved in its favour. It says this will not harm its financial position. 

On March 27, 2025, Coforge announced its collaboration with Microsoft to improve developer productivity. It is using AI tools like GitHub Copilot. It has trained over 10,000 developers. These developers are updating old software and creating new applications. This has led to 30% more efficiency. Coforge has also received special recognition from Microsoft. This shows its high level of expertise in AI-powered development. 

Potentials: 

Coforge has big growth plans. It wants to double its revenue to $2 billion in five years. It plans to grow organically and through acquisitions. It may also buy more companies to increase revenue. The company believes it can reach $4 billion in less than four years. Its long-term goal is to cross $6 billion in annual revenue. Coforge is expanding globally. It will open a new office in New York. It is also strengthening its presence in the UAE. The company is focusing on key markets like North America, the Middle East, Europe, and APAC. It wants to double its revenue to $2 billion in the next five years. It also wants to become one of the top five IT companies in India. The company will focus on digital services and global expansion. It will use new technology and buy other companies to grow faster. Coforge recently bought Cigniti Ltd. This will help it offer better IT services. The company also plans to buy more companies in the future. These will be smaller deals than the Cigniti deal. If Coforge keeps growing at the same speed, it may reach $4 billion in revenue in four years. Its long-term goal is to earn more than $6 billion per year. To expand, Coforge is opening a new office in New York. This will help it work better with U.S. clients. The company is also strengthening its business in the UAE to grow in the Middle East market. Coforge is focusing on Asia-Pacific, Middle East & Africa, North America, Europe, and the UK. It will make special IT solutions for each of these regions. Coforge will invest in AI, cloud computing, and cybersecurity. These technologies are very important for the future of IT. The company is also focusing on industries like banking, healthcare, and insurance. These industries need IT services the most. But there is a challenge. The U.S. has put a 26% tax on Indian imports. This is bad news because the U.S. is a big market for Indian IT companies. These taxes may increase costs and reduce profits. However, Coforge is finding ways to deal with this problem. It is also growing in other countries to reduce risks. Coforge is confident about the future. It has big goals and strong plans to achieve them. 

Analyst Insights: 

  • Market capitalisation: ₹ 10,466 Cr. 
  • Current Price: ₹ 231 
  • 52-Week High/Low: ₹ 359 / 130 
  • P/E Ratio: 28.4 
  • Dividend Yield: 0.25% 
  • Return on Capital Employed (ROCE): 20.6% 
  • Return on Equity (ROE): 16.5% 

Coforge Ltd is growing well. Its sales and profits are increasing every year. In the last three years, sales grew 25% per year and profits grew 20% per year. Big investors own 89% of the company, which shows they trust it. The company uses its money well. It earns ₹28.6 for every ₹100 it invests. It also pays good dividends. It gives 54% of its profit to investors. But there are some problems. The stock price is very high. It is 62.5 times its earnings, which means it may be too expensive. The company’s profits from sales are falling. Before, it made ₹18 profit for every ₹100 sales, but now it makes only ₹13. The company also has more debt now. Two years ago, it had ₹490 crore in debt. Now, it has ₹1,064 crore debt. This can cause problems if not managed well. Also, the old owner (Hulst B.V.) has left. This creates uncertainty. The company is strong, but the stock is too expensive. Profits from sales are falling, and debt is rising. It is better to wait and buy at a lower price or when profits improve. 

LTIMindtree Ltd
LTIMindtree Stock Downgraded: Goldman Sachs Cuts Price Target – What Investors Need to Know

Business and Industry Overview: 

Larsen & Toubro Limited, abbreviated as L&T, is an Indian multinational conglomerate with interests in industrial technology, heavy industry, engineering, construction, manufacturing, power, information technology, defence, and financial services. It is headquartered in Mumbai, Maharashtra. L&T was founded in 1938 in Bombay by Danish engineers Henning Holck-Larsen and Søren Kristian Toubro. As of March 31, 2022, the L&T Group comprises 93 subsidiaries, 5 associate companies, 27 joint ventures, and 35 jointly held operations, operating across basic and heavy engineering, construction, real estate, manufacturing of capital goods, information technology, and financial services. It offers extensive IT services like application development, maintenance, and outsourcing, enterprise solutions, infrastructure management services, testing, digital solutions, and platform-based solutions to clients in diverse industries. It was a company that helped businesses with computers and technology. It started in 1996 and was part of a big Indian company called Larsen & Toubro (L&T). LTI helped banks, hospitals, factories, and insurance companies. It helped them store data safely. It used smart computers (AI) to solve problems. It kept information safe from hackers. It used machines to make work faster. It also helped businesses with cloud storage, websites, and mobile apps. LTI had offices in India, the US, Canada, Europe, and the Middle East. It worked with big companies in 30+ countries. Many Fortune 500 companies trusted LTI. It helped businesses move their work online. It kept their data safe. It helped them build better apps and websites. It made good money by helping businesses with technology. It grew fast because more businesses needed digital solutions. 

India’s IT industry is growing fast and becoming a global leader. In 2022, India improved its rank to 40th in the Global Innovation Index. The IT sector earned US$ 227 billion in 2022 and is expected to reach US$ 350 billion by 2026. This growth is driven by a strong demand for technology services and products. The Indian government is investing in areas like AI, cybersecurity, and cloud computing. These investments help the industry expand and innovate. In 2023, the IT sector created 2.9 lakh new jobs. Big companies like TCS, Wipro, and Infosys are hiring many people. The demand for tech workers continues to rise. By 2026, cloud services alone could create 14 million jobs in India. Many global companies are choosing India for outsourcing IT work because of its skilled workers and low data costs. India is becoming a hub for IT services. The country’s focus on innovation, its growing talent pool, and government support are key reasons for its success. As the IT industry keeps growing, more jobs and opportunities will open up for workers and companies alike. India’s IT and BPM sectors are very important for the country’s economy. It added 7% to India’s GDP in FY24. The number of internet users in India is 76 crore.   It is also very cheap. This helps India grow fast in digital technology. The government and private companies are working together to improve digital services. The Indian IT industry made $227 billion in revenue in FY22. It grew to $245 billion in FY23. IT spending is expected to grow by 11.1% in 2024, reaching $138.6 billion. The software industry may grow to $100 billion by 2025. The total IT sector can reach $350 billion by 2026. It may add 10% to India’s GDP. India exports a lot of IT services. In FY24, IT exports reached $199 billion. IT services made up more than 51% of total exports. BPM, engineering, and software products made up 19.3% and 22.1% of exports. The IT industry also created 2.9 lakh new jobs in FY23. Now, 5.4 million people work in this sector. In 2022, LTI joined with another company called Mindtree. Together, they became LTIMindtree. This made them bigger and stronger. They could now help more businesses. Today, LTIMindtree is one of the biggest IT companies in India. It competes with TCS, Infosys, and Wipro. It keeps growing every year. It helps more businesses by using new technology.  

LTIMindtree is a strong IT company formed by merging L&T Infotech and Mindtree. It has the support of L&T, a big company, which gives it financial strength and credibility. It works with clients worldwide, offering services like cloud computing, artificial intelligence, and cybersecurity. The company serves many industries, including banking, retail, and healthcare. It competes with big names like TCS, Infosys, and Accenture. The merger has made it bigger, but it still faces challenges like high employee turnover and strong competition. If it manages its resources well and wins big projects, it can grow even more. 

Latest Stock News: 

On March 31, 2025, LTIMindtree announced that it has partnered with Google Cloud to help businesses use artificial intelligence (AI) and cloud technology. It will use Google’s AI tools, like Gemini models, to create new AI solutions. These solutions will help banks, factories, media companies, and shops. The goal is to help businesses work faster, save money, and improve their systems. LTIMindtree will train its workers to use Google Cloud technology. This training will help them support businesses better. Companies using these AI tools can process data quickly. They can also automate tasks and give better service to customers. LTIMindtree will get early access to Google’s new AI technology. This will help it create better AI solutions. To make this partnership successful, LTIMindtree will set up a special AI team. This team will develop new AI tools. It will also test new ideas. The team will help businesses use AI easily. This partnership is very important for LTIMindtree. It will help the company grow. It will also help it become a leader in AI and cloud services. By working with Google Cloud, LTIMindtree will help businesses modernize their systems. It will also help them cut costs and work better. 

Goldman Sachs has lowered its expectations for Indian IT companies due to concerns about the US economy. They believe that the US will grow more slowly in 2025, which can hurt Indian IT companies since many of their clients are from the US. Because of this, they downgraded LTIMindtree from ‘Buy’ to ‘Neutral’ and cut its price target from ₹6,570 to ₹4,500. They also lowered price targets for TCS (₹4,230 from ₹4,550) and Infosys (₹1,790 from ₹2,100) but still kept a ‘Buy’ rating for both. They continued to have a ‘Sell’ rating on Wipro with a price target of ₹256. Goldman Sachs also reduced its growth forecast for the Indian IT sector. They now expect it to grow only 4% in 2026, which is lower than their previous estimate. They also expect slow growth in 2025, at 3.5%. Their US economists have also reduced the US GDP growth forecast for 2025 to 1.7% (from 2.4%) and increased the chances of a recession from 15% to 20%. This means they believe the US economy is slowing down, and this could lead to fewer IT projects for Indian companies. On the other hand, UBS has a more positive view. They believe Indian IT stocks still have room to grow. In the past three months, Indian IT stocks have fallen by 15-20%. Investors are worried about the future growth of IT companies. While some experts are cautious, others believe there is potential for growth in the long run. Investors should be careful with short-term investments but look for good long-term opportunities in strong companies like TCS and Infosys. 

LTIMindtree received a notice from the Employees’ State Insurance (ESI) Corporation in Bhubaneswar. The notice was received on March 26, 2025. It says the company has not paid ESI contributions on time. The total amount due is ₹13,28,373. This includes the unpaid amount and added interest. Earlier, on December 3, 2024, LTIMindtree received a similar notice. At that time, the amount due was ₹12,98,900. Since the company did not pay, interest was added. This increased the total amount. ESI is a government scheme that provides medical and financial benefits to employees. Companies must contribute a fixed amount regularly. If they fail to pay, the government can take action. The notice was issued under a law that allows the government to collect unpaid dues. LTIMindtree believes this demand is unfair. They say they were not given a chance to explain their side. The company plans to challenge this order. They are consulting legal and financial experts. They believe the demand is not valid. LTIMindtree says this issue will not affect its business or finances in a major way. 

Potentials: 

LTIMindtree wants to grow big and reach $10 billion in revenue by 2032. It also aims to keep its profit margin at 17–18% and increase it in the future. The company recently shared its plans at Investor Day. It said that 48% of its projects are focused on cost-saving for clients. Other projects include digital upgrades (23%), vendor management (17%), and new business partnerships (10%). Many companies want to spend less and work more efficiently, and LTIMindtree is helping them do that. 

The company believes Artificial Intelligence (AI) and Generative AI (GenAI) will help it grow faster. It is adding AI to its services to work smarter, cut costs, and offer better solutions to clients. Right now, companies are spending carefully, and new projects are slow. But LTIMindtree still has a strong deal pipeline worth $5 billion. It is working on 14 big deals over $100 million and 21 deals between $50–100 million. 

In the last 18 months, LTIMindtree won 45+ big projects worth over $2 billion. To increase profits, it launched Project North Star. This project will focus on: 

  1. Earning more by matching the right people with the right projects. 
  1. Cutting costs by improving team structure and salary distribution. 
  1. Working faster by using AI and automation. 
  1. Saving money by reducing unnecessary expenses. 
     

Experts believe LTIMindtree will grow because of its focus on big contracts, AI, and cost-saving. They expect its revenue, profit, and earnings to increase between FY24 and FY27. Analysts also think its stock price could go up, with price targets between ₹5,140 and ₹7,550. With its strong projects, AI-based growth, and cost-cutting strategies, LTIMindtree is on track to become one of the top IT service providers in the world. 

Analyst Insights: 

  • Market capitalisation: ₹ 1,32,352 Cr. 
  • Current Price: ₹ 4,491 
  • 52-Week High/Low: ₹ 6,768 / 4,439 
  • Stock P/E: 29.1 
  • Dividend Yield: 1.45%
  • Return on Capital Employed (ROCE): 31.2%
  • Return on Equity: 25.0%

LTIMindtree has teamed up with Google Cloud to bring AI and cloud technology to businesses. This will help banks, factories, and shops work faster and save money. The company will also train its employees to use Google’s AI tools. This will make their services better in the future. LTIMindtree will also get early access to new AI technology, which will help them stay ahead in the market. However, Goldman Sachs has lowered its rating for LTIMindtree. They believe that the US economy will slow down in 2025, which may reduce demand for IT services. The Indian IT sector is also expected to grow at a slower pace. This is a concern because many Indian IT companies depend on US clients. It also received a notice from the government for not paying employee insurance on time. The company says the demand is unfair and plans to challenge it. They believe this will not affect their business much. The company has a high return on equity (ROE) of 25%, meaning it generates ₹25 in profit for every ₹100 invested by shareholders, which is a sign of efficient management. It also has a healthy return on capital employed (ROCE) of 21%, showing that it uses its capital wisely to generate profits. Recently, LTIMindtree partnered with Google Cloud to improve its AI and digital transformation services. This collaboration will help businesses adopt better cloud solutions, boosting LTIMindtree’s growth and revenue in the long run. However, there are some risks to consider. Promoters have reduced their holdings from 74% to 68% over the past three years, which could signal a lack of confidence or other financial strategies. The company’s profit margins have declined slightly from 16.3% to 15.1%, which means its ability to keep profits after expenses has weakened. Additionally, the stock is currently trading at a high valuation compared to its industry peers, making it expensive. The stock price has also fallen by nearly 10% in the past year and is trading below key moving averages (50-day and 200-day), suggesting short-term weakness. Despite these concerns, LTIMindtree has a consistent dividend payout and strong long-term growth potential. Investors should hold the stock for now and consider buying on dips when the price becomes more attractive. In the short term, LTIMindtree may face challenges. But in the long run, the partnership with Google Cloud can help it grow. Investors should wait for a better time to invest if the stock price drops further. 

Wipro Ltd: Institutional Investors Under Pressure as Holdings Drop 3.9%

Business and Industry Overview: 

Wipro Ltd. is a global information technology, consulting, and business process services (BPS) company. It is the 4th largest Indian player in the global IT services industry behind TCS, Infosys, and HCL Technologies. It is based in Bengaluru. It provides IT services, consulting, and business process solutions. The company operates in 167 countries and offers services in cloud computing, cybersecurity, digital transformation, artificial intelligence (AI), robotics, and data analytics. Wipro started in 1945 as Western India Vegetable Products Limited, a cooking oil company. In the 1980s, it expanded into technology and software services. By the 1990s, it had become one of India’s top IT service providers. During the dot-com boom, Wipro was India’s largest company by market value. In 2004, its annual revenue exceeded $1 billion. 

The Information Technology (IT) &  Business Process Management (BPM) sector plays a crucial role in India’s economy, contributing 7% to the GDP as of FY24. India has one of the largest internet consumer and, at the same time, has the lowest internet costs globally. With this, India is next for the next phase of IT growth. The Digital India Programme has strengthened digital infrastructure and access, driving rapid digital adoption through government initiatives, private sector innovation, and emerging digital applications. These advancements are creating economic value and enhancing citizen empowerment. India’s global standing in innovation has also improved, ranking 40th in the 2022 Global Innovation Index. Hexaware Technologies provides IT services in business process services, digital IT operations, cloud, data & AI, application services, and cybersecurity. The company operates across 50 offices in 19 countries, with a diverse workforce of 90 nationalities and approximately 33% women representation. The company competes with major IT service providers such as Tata Consultancy Services (TCS), Infosys, Wipro, and HCL Technologies. The IT services sector is witnessing rapid digital transformation and increasing demand for AI, cloud computing, and automation.Wipro Limited is a leading technology services and consulting company focused on building innovative solutions that address clients’ most complex digital transformation needs. Leveraging our holistic portfolio of capabilities in consulting, design, engineering, and operations, we help clients realise their boldest ambitions and build future-ready, sustainable businesses. With over 230,000 employees and business partners across 65 countries, THEY deliver on the promise of helping our clients, colleagues, and communities thrive in an ever-changing world. 

Over the years, Wipro expanded through many acquisitions. It bought Appirio in 2016, Capco in 2021, and Rizing in 2022. These helped Wipro grow in cloud services, consulting, and enterprise software. Wipro serves industries like finance, healthcare, manufacturing, retail, and telecom. It offers software development, business process management, consulting, engineering, and cloud services. The company focuses on innovation and digital transformation. Wipro is expanding globally while staying connected to its Indian roots.  

Latest Stock News: 

The Nifty IT index shows the performance of Indian IT stocks. It stayed steady after a big fall. Last week, it fell by 7.96%. This was the biggest drop since March 2020. In this session, it rose by 1.64%. This year, the index has fallen by 13.5%. The drop is because of delays in the industry. Wipro is trading 2.65% higher at Rs 285.00 as compared to its last closing price. Wipro has been trading in the price range of 286.30 & 278.30. Wipro has given -8.02% this year & –11.38 % in the last 5 days. Wipro hasa  TTM P/E ratio of 25.44 as compared to the sector P/E of 32.67. 

Wipro is investing $200 million in Wipro Ventures to support early- to mid-stage startups. This brings its total investment to $500 million. Wipro Ventures has made 37 investments in 10 years, focusing on IT, cybersecurity, and AI. It invests $1 million to $10 million per startup and helps businesses grow. Some startups, like Tricentis and Avaamo, have benefited Wipro and its clients. Wipro Ventures is also exploring Generative AI but separately from Wipro’s $1 billion AI plan. 

Potentials: 

Wipro is investing $200 million in its venture arm, Wipro Ventures. This money will help support early- to mid-stage startups. Since 2015, Wipro Ventures has raised money four times. With this new investment, its total funding reaches $500 million. The funds will go to startups that match Wipro’s business goals. Some money will also support startups Wipro has already invested in. Wipro Ventures invests in IT startups and helps them grow. It has made 37 investments in 10 years, with 12 successful exits. It has invested in companies in India, the US, and Israel, mainly in enterprise technology and cybersecurity. Each year, Wipro Ventures makes 3 to 5 investments, usually between $1 million and $10 million per startup. Some of these startups have helped Wipro improve its own operations. For example, Avaamo, a conversational AI company, improved Wipro’s employee experience. Wipro Ventures is also investing in AI (artificial intelligence), especially generative AI (GenAI). It focuses on middleware and small language models (SLMs). However, this AI investment is separate from Wipro’s larger $1 billion AI plan. Some startups Wipro has backed have done very well. One was acquired by Palo Alto Networks in 2019 and became part of its security platform. Another, Tricentis, has grown into a big company in test automation. Wipro has worked with Tricentis for many years and introduced its solutions to many clients. Wipro Ventures continues to support new startups and create partnerships in the IT industry. 

Analyst Insights: 

  • Market capitalisation: ₹ 2,97,968 Cr. 
  • Current Price: ₹ 285 
  • 52-Week High/Low:₹ 325 / 208 
  • P/E Ratio: 24.0 
  • Dividend Yield: 2.09 % 
  • Return on Capital Employed (ROCE): 16.9 % 
  • Return on Equity (ROE): 14.3 % 

Wipro is a strong company with good profits. It has a high return on capital (16.9%) and return on equity (14.3%), meaning it uses money well. The company has low debt and strong cash flow, making it financially stable. Its profits and revenue have been growing for the last two quarters. Big investors like foreign funds and mutual funds are buying more shares, which is a good sign. 

However, Wipro’s sales growth has been slow (8.75% in 5 years). The stock is expensive, with a high P/E ratio (24), and trades above its book value. Promoters are selling some of their shares, which may be a concern. The company also pays a low dividend (12.2%), so it is not great for income-seeking investors. 

For short-term investors, holding the stock is a good idea. Long-term investors can buy when the price is lower. Risk-averse investors may wait for a better time to invest, as the stock is costly right now. 

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.