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Shree Dhanraksha Securities

15th Oct · SEBI-Registered Analyst

IT Services

TECHM
What happened: The company reported strong Q2 metrics (improved EBIT, new deals of ~US$816m) and announced an interim dividend. Why it matters: Improving margins and consistent deal wins are good signs of operational leverage for IT services. Dividends show cash generation. Beginner takeaway: For IT stocks, watch order inflow (TCV), margin trajectory, and currency/headcount trends. Simple action: If you’re sector-bullish, favour companies showing margin expansion + rising deal pipeline.

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