

The Dead Bird
14.3K posts

@Psuedosecular
I share/repost only positive stock market related newspaper clippings, brokerage upgrades and tweets | Eat, Pray, Love and Stay Invested.








Sudden ga chusi New Zealand anukunna. Malli ardamayyindi ma Kadapa ground ey ani.










HSBC on Coforge Buy, TP Rs 1710 Investor day takeaways Coforge believes AI to be a net tailwind for its business and has set FY30e revenue target at USD5bn; inclusive of a large M&A Management is committed to FY27e EBIT margin of 16.5% and FCF/PAT of +100% with growth picking up from 2QFY27 Coforge retains growth leadership in tech services & now with better margin/FCF outlook Nomura on Coforge Buy, TP Rs 2100 Investor day takeaways Eyeing $5bn of revenue by FY30E with significant tailwinds from AI Disciplined financial rigour to continue AI is central to delivery org Solution team aiding in large deal win momentum Coforge continues to work on its playbook of scaling accounts, scaling its big bets (focus areas), partner-led growth & acquisitions to double its revenue by FY30 Jefferies on Coforge Buy, TP Rs 1860 Coforge highlighted its US$5bn revenue aspiration (19% CAGR; 15% organic), led by account mining, AI-led services and ecosystem partnerships, with selective M&A support. Coforge is pivoting to an AI-native, platform-driven model, combining domain expertise with reusable assets Move to FDE-led, mod squad delivery is improving productivity and enabling larger, outcome-based deals, supporting sustained profitable growth. UBS on Coforge Neutral, TP Rs 1505 Investor day highlights Management highlighted non-linear growth in enterprise AI spend and its impact on services demand. Management expects post AI outsourced IT spend to grow 40-50% over next 3-5 years, a key tailwind for Coforge's growth. Company stated 1) scaling up key accounts; 2) scaling up big bets; 3) partner-led growth; 4) acquisitions to drive growth. Revenue of US$2.5bn in FY26 is likely to grow to US$5bn by FY30 (CAGR of 19%) including inorganic. Within this, management expects verticals like healthcare & hitech and government outside India to grow 17-18% followed by insurance and travel at 14% and BFSI at 12%. Margin expansion led by operational discipline; capital allocation to prioritize growth @Reematendulkar @CNBCTV18News