Bodhi Tree Multimedia Ltd. Share Price

Strategic MoU with Government of Tripura - Bodhi Tree Multimedia Ltd

Code BSE: 543767 NSE:

The partnership spans several strategic areas, including the development of digital media platforms, creator ecosystem initiatives, digital marketing capabilities, media intelligence solutionsTogether, these initiatives seek to create an integrated digital ecosystem that supports content creators, strengthens digital public services and encourages innovation within the state’s media and technology landscape.

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Before TCS Results, CLSA Places a High-Conviction Bet on

with TP of Rs 5659

As investors await the start of the IT earnings season with TCS results, global brokerage CLSA has expressed exceptional confidence in

, reiterating its High Conviction Outperform rating with a target price of ₹5,659. The brokerage believes that Persistent's proposed acquisition of Nagarro could become a major growth catalyst over the coming years. ##Why Is CLSA So Bullish? According to CLSA, Nagarro appears to be a strong strategic fit for 's long-term growth ambitions. The brokerage highlighted that management has provided multiple reasons supporting the acquisition and believes the combined entity could unlock significant growth opportunities. ##Margin Expansion Story CLSA expects the company to achieve: EBITDA Margins of 16–17% within the next 6–8 quarters. Improving margins are particularly important in the IT sector because they directly support earnings growth and valuation expansion. ##IT Stocks to Watch • • • • • Investors will closely monitor management commentary from upcoming IT earnings for signs of improving demand and deal wins. ##Bottom Line Ahead of TCS results, CLSA's strongest message in the IT space is clear: Persistent Systems remains a high-conviction idea. With expectations of mid-teens revenue growth, improving margins and earnings accretion from the Nagarro acquisition, the brokerage believes the company is well positioned for the next phase of growth.

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Why Oracle Financial Services Rose 16% While Every Other IT Stock Fell

The Nifty IT index fell nearly 28% in 2026. But one stock bucked the trend Oracle Financial Services Software (OFSS) gained 16%. Every other IT stock was in the red. LTIM fell 35%, Infosys 32%, TCS 30% and HCL Technologies 30%. Most IT companies like TCS and Infosys work like this: → Client gives a project → IT company sends engineers → Client pays for hours worked → When client cuts budget → Revenue falls immediately OFSS works differently: → It sells banking software like FLEXCUBE and OBDX to banks worldwide → Banks pay a recurring fee every year to keep using it → Switching to another software is expensive and risky for banks → So they stay — giving OFSS stable predictable income year after year This is called sticky annuity revenue income that keeps coming without chasing new clients every quarter. Revenue → ₹2,065 crore (up 20% YoY) Net profit → ₹842 crore (up 31% YoY) Operating margin → 51% — one of the highest in Indian IT It also won a $100 million global banking deal adding strong future revenue visibility. Companies like OpenAI are now doing work that traditional IT firms used to do Global companies are cutting IT budgets amid economic uncertainty Traditional IT services are becoming cheaper and more competitive Analysts expect recovery to start from FY28. Watch for bigger deal wins, AI projects moving from testing to full use and global companies increasing IT budgets again. OFSS's 16% gain while Nifty IT fell 28% teaches investors that within any sector some companies are built differently, and that product-led businesses with sticky recurring revenues are far more resilient during downturns than traditional service-based IT companies, making it essential to understand how a company actually earns its money before investing in any sector.

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