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INFOSYS TECHNOLOGIES: Key takeaways
Demand environment is strong, as per Infosys management. Return of discretionary
spending could aid strong revenue growth in FY2012E. The company is optimistic about
the North American market while Europe may be remain muted. Performance of
underperforming verticals such as telecom may improve on the back of recovery of capex
cycle.
The company is confident of protecting profitability; impact of wages on margins may be
offset by pyramid and likely pricing improvements.
New organization structure may be announced by the first week of March 2011. It will
likely consolidate a number of independent horizontals and verticals. Infosys may
consolidate multiple offerings into three service lines , i.e., innovation (products and
platforms), business transformation practice (consulting, ERP and systems integration) and
traditional service offerings. From a geographic standpoint, the company may focus on
country specific strategy for France, Germany and other high growth potential markets.
India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
INFOSYS TECHNOLOGIES: Key takeaways
Demand environment is strong, as per Infosys management. Return of discretionary
spending could aid strong revenue growth in FY2012E. The company is optimistic about
the North American market while Europe may be remain muted. Performance of
underperforming verticals such as telecom may improve on the back of recovery of capex
cycle.
The company is confident of protecting profitability; impact of wages on margins may be
offset by pyramid and likely pricing improvements.
New organization structure may be announced by the first week of March 2011. It will
likely consolidate a number of independent horizontals and verticals. Infosys may
consolidate multiple offerings into three service lines , i.e., innovation (products and
platforms), business transformation practice (consulting, ERP and systems integration) and
traditional service offerings. From a geographic standpoint, the company may focus on
country specific strategy for France, Germany and other high growth potential markets.
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