@FI_InvestIndia There is a Hindi proverb,
"का वर्षा, जब कृषि सुखाने।"
Corrective measures will be initiated only after destroying the gain achieved in last 2 tenures.
@dmuthuk
Valuation & Fit: Reasonable entry valuation for growth in small position possible if US healthcare outsourcing tailwinds sustain
Final decision after Q4 margins & debt reduction data.
#nifty, #invest, #MarketVolatility
Comment: High rev/profit growth is attractive, but low ROCE/ROE.
US-centric revenue = forex & regulatory risk (especially in war-driven volatility). Debt is coming down (positive), but promoter dilution raises governance flags. Moat is niche but unproven at scale.
India's largest s/w IT firm, TCS, will be letting go of 2% workforce ie over 12K employees, over, in a bid to be more agile and future-ready.
The move will impact employees across countries and domains in which it operates.
#TCS#IT