This week's calls 4
Every call in the last 7 days in one table: what changed, & the line worth underlining
CompanyWhat changedMargins & guidanceThe line to underlineWhat to monitor
Tech MahindraIT - Software · 21 OctOperating margins reached 14.8%, up 40 basis points (hundredths of a percentage point; 100 make 1%) from the previous quarter, moving within 20 basis points of the company's stated margin aspiration.EBIT (operating profit before interest & tax) margin for full year, FY27: Remain on track to achieve full-year FY27 EBIT margin target of 15%.BFSI (banks, financial services & insurance clients) vertical shows slower growth at 4.6% from a year earlier compared to historical levels, though management expects recovery in coming quarters.Tata ElxsiIT - Software · 19 OctHealthcare & life sciences vertical returned to growth with 3.5% quarter-on-quarter increase after bottoming out last quarter.Management expects Oct 2026 to Mar 2027 to be better than H1 (first half of the financial year, April to September) with sustained growth across media, healthcare & automotive, though Europe remains uncertain.Europe automotive market remains soft with large deals in final shortlist but still unsigned due to OEM (original equipment maker: the company that builds & sells the final product) decision-making delays.WiproIT - Software · 16 OctTwo large deals that could not be signed in Q2 are expected to close in Q3, improving bookings outlook.Q3 IT services revenue guidance is $2.571 billion to $2.625 billion, representing sequential growth of -1.5% to +0.5% in constant currency, impacted by seasonal furloughs.Healthcare sector impacted by policy changes in US with weakness continuing, though first-time outsourcers are now considering engagements due to cost pressures.+1 more calls this weekSee all with Premium ›
From each call's notes, written by AI (Claude) from the transcript & checked against it. Tap a row for the call's notes.