is an IT services firm focused on digital engineering and cloud, with clients in retail, manufacturing, and hi‑tech. It is reshaping portfolio toward higher‑margin digital and away from legacy. Improved utilization and offshore mix support earnings recovery. Risks are mid‑tier pressure on pricing, slow discretionary IT spend, and client‑specific concentration.

#TechnicalViews#FundamentalViews#WatchOutFor#EquityResearch#Miscellaneous

1,019 likes·46 comments