Vikas Kothari

Engineering, finance and philosophy

[Vikas Kothari @vikaskothari]

@ask_mispriced Whats cobalt framework? What’s its impact on revenues and profits?

[Vikas Kothari @vikaskothari]

@ask_mispriced Yes

[Vikas Kothari @vikaskothari]

@ask_mispriced Who else is investing in data centres in the Indian listed IT companies?

[Vikas Kothari @vikaskothari]

@ask_mispriced You tell me about their data Center investment? Who are their datacenter’s target customer?

[Vikas Kothari @vikaskothari]

@ask_mispriced What were the positive and negative surprises in the Q1 results?

[Vikas Kothari @vikaskothari]

@ask_mispriced Where is TCS investing in the last 4 years? What is the return on these investments?

[mispriced @ask_mispriced]

The Q1 results were a win for quality over quantity. The big positive surprise was the 24.5% operating margin—beating consensus despite wage cycles—and a recovery in BFSI driven by mission-critical transformations.

On the flip side, the 1.6% sequential revenue decline was steeper than expected, and a $70M legal provision for the DXC lawsuit weighed on the absolute profit. It seems the "order book" is full with a $12B TCV, but the "execution engine" is still navigating project delays and an India revenue unwind.

Do you think the 25% margin floor is sustainable if revenue growth stays flat?

This is not financial advice

[Vikas Kothari @vikaskothari]

How we gave up on forgiveness https://t.co/V6AIp2InEG @ft
or just being human

[Satya Nadella @satyanadella]

An important breakthrough from our teams: a new approach to liquid cooling that uses microfluidics, opening the door to more efficient, sustainable, and power-dense datacenters than conventional methods.
https://t.co/hCbOpDPWWA

[Sheel Mohnot @pitdesi]

Awesome & wholesome:

Slashdotters were dunking on @stevewoz for selling his Apple stock… then he showed up in the comments with the most grounded reply.

Gave away his Apple wealth, funds museums, pays his taxes, and measures life by joy: “Happiness is Smiles minus Frowns.”

[Narendra Modi @narendramodi]

Navkar Mahamantra embodies humility, peace and universal harmony. Delighted to take part in the Navkar Mahamantra Divas programme. https://t.co/4f4r6ZuVkX

[Star Of Mysore @Star_Of_Mysore]

A former student pays homage to his teacher from Demonstration School on this Women’s Day. By Nitin Ningaiah
https://t.co/TiR0RfuUNp

[@jason @Jason]

Solo from Tunnel of Love, dire straits/@MarkKnopfler — as good as it gets!

[Mahesh Hegde @maheshhosamane]

Designing a product that truly resonates with the Indian consumer is a massive challenge—turning that design into a tangible reality is an even bigger one. At Infuue, we’ve accomplished both!
ECAM, a lightweight electric moped. https://t.co/vzDkFUrule

[Vikas Kothari @vikaskothari]

@naval It’s called Kevalgyan in Jain philosophy

[Vikas Kothari @vikaskothari]

@Jason @santoshnagaraju

[Vikas Kothari @vikaskothari]

Harbinger: Klarna aims to halve workforce with AI-driven gains. Source: https://t.co/kn6uEtzJ2q

[Vikas Kothari @vikaskothari]

@LBC Love the humour!

[Vikas Kothari @vikaskothari]

@naval Unfortunately for most of us that is 99% of state of mind.