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\"\"BENGALURU : US based research DeepDive<\/a> and Everest Group<\/a> have forecast that organic constant currency revenue growth for the top five Indian IT firms TCS, Cognizant, Infosys<\/a>, Wipro<\/a> and HCL Technologies will drop to 6.9 per cent in the ongoing fiscal<\/a>, from 7.9 per cent in the preceding year ended March.
\n
\nThe collective growth of the five has dropped for the last seven quarters, from 13.2 per cent in the June 2015 quarter to 6.9 per cent in the March 2017 quarter, underscoring the pressures the companies have been facing.
\n
Rod Bourgeois<\/a>, head of research at DeepDive Equity Research, said he maintains a cautious outlook on secular growth challenges, though he sees signs of cyclical demand improvement. The $155 billion Indian IT industry is in the midst of structural changes as their customers are migrating to a cloud environment, a game changer for businesses of all sizes that reins in capex spending and collapses time-to-market by a huge measure.
\n
\nAutomation and devops, an offshoot agile software development encompassing iterative and collaborative work, are also accelerating this trend. “So the good news for Indian services stocks in future is that C1Q Jan to March caused Street expectations to taper, and the Indian firms’ guidance outlooks are now more realistic, as they now embed a heavier recognition of the secular challenges we’ve emphasised over the past couple of years while at the same time Indian firms may receive some upcoming help from improved cyclical demand trends,” Bourgeois said.
\n
\nThe top-5 Indian firms have experienced steady margin degradation over the past two years, the report said. The average annual operating margin of the firms dropped from 24.0 per cent in FY15 to 23.0 per cent in FY16 to 22.3 per cent in FY17 in March ending.
\n
\nOn a positive note, Bourgeois said its industry checks across major IT services players reveals general optimism about upcoming cyclical improvement in demand in the BFSI (banking, financial services, and insurance), energy, and healthcare verticals. It expects some improved IT services spending will transpire, particularly for Accenture and the large Indian firms as a group.
\n
\nIT firms are making rapid strides in building digital capabilities. TCS, for instance said, digital revenue contributed $3 billion, or 17 per cent, to the company’s annual revenue of $17.58 billion in the 2016-17 financial year. Infosys CEO Vishal Sikka in a recent interview to TOI said 35 per cent of its workforce is producing 45 per cent of its revenue (newer areas) and that this revenue is growing at more than 20 per cent and the margins are higher than the overall company margins.
\n
\n“To stem the tide of longer-run growth deceleration, we emphasize that large Indian firms need to make much more progress in building digital consulting capabilities and better vertical-specific expertise. We believe progress on these fronts will require substantially increased costs as well as modifications to their business models,” Bourgeois said.
\n\n<\/body>","next_sibling":[{"msid":59284999,"title":"Quality of video streaming experience affects viewers\u2019 loyalty to OTT services: Study","entity_type":"ARTICLE","link":"\/news\/quality-of-video-streaming-experience-affects-viewers-loyalty-to-ott-services-study\/59284999","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":59285177,"entity_type":"ARTICLE","title":"Top 5 Indian IT firms to decelerate this fiscal: Studies","synopsis":"Deepdive and Everest Group have forecast that organic constant currency revenue growth for the top five Indian IT firms. Report says the fiscal will drop to 6.9% in the ongoing fiscal, from 7.9% in the preceding year ended March.","titleseo":"telecomnews\/top-5-indian-it-firms-to-decelerate-this-fiscal-studies","status":"ACTIVE","authors":[{"author_name":"Shilpa Phadnis","author_link":"\/author\/479212770\/shilpa-phadnis","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479212770.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":479212770,"author_name":"Shilpa Phadnis","author_seo_name":"Shilpa-Phadnis","designation":"Principal Correspondent","agency":false}}],"Alttitle":{"minfo":""},"artag":"TNN","artdate":"2017-06-23 15:30:08","lastupd":"2017-06-23 15:34:41","breadcrumbTags":["Infosys","Wipro","fiscal","Everest Group","Rod Bourgeois","DEEPDIVE","Top Indian IT firms","Enterprise IT"],"secinfo":{"seolocation":"telecomnews\/top-5-indian-it-firms-to-decelerate-this-fiscal-studies"}}" data-authors="[" shilpa phadnis"]" data-category-name="" data-category_id="" data-date="2017-06-23" data-index="article_1">

前5名印度IT公司减速这个财政:研究

Deepdive和珠峰集团预测,有机常数货币收入增长的前五名印度IT公司。报告说,在持续的财政财政将降至6.9%,从之前的7.9%截至3月。

希尔帕Phadnis
  • 更新在2017年6月23日下午03:34坚持
班加罗尔:美国基础研究DeepDive和埃佛勒斯峰集团预测有机常数货币收入增长的前五名印度IT公司TCS,认识到,印孚瑟斯,Wipro和HCL科技公司在持续的将降至6.9%财政截至今年3月,从之前的7.9%。

的集体增长五过去7个季度下降,从2015年6月季度的13.2%到2017年3季度的6.9%,突显出企业一直面临压力。

杆资产阶级DeepDive Equity research的研究主管说,他对世俗的经济增长前景保持谨慎的挑战,尽管他认为周期性需求改善的迹象。1550亿美元的印度IT行业正处于结构调整作为他们的客户迁移到云环境中,各种规模的企业的游戏规则,控制资本支出和崩溃上市时间由一个巨大的措施。

自动化和devops,敏捷软件开发的一个分支包括迭代和协作工作,也加速了这一趋势。“好消息对印度服务股票在未乐动扑克来C1Q Jan导致预期3月锥度和印度公司的指导前景现在更现实的,因为他们现在嵌入一个重认可的世俗挑战我们强调在过去的几年里,同时印度公司可能会收到一些即将到来的帮助改善周期性需求趋势,“资产阶级说。

前5名的印度公司经历了稳定的利润率下降在过去的两年里,该报告说。公司的年平均营业利润率从24.0%下降在FY17 FY15 FY16 23.0%到22.3% 3月结束。

积极,资产阶级表示,其跨主要IT服务行业检查玩家揭示普遍乐观情绪即将到来的周期性需求改善BFSI(银行、金融服务和保险),能源和医疗垂直。预计支出将发生一些改进服务,特别是对于埃森哲和大型印度公司作为一个整体。

IT公司正在快速的进步在构建数字能力。例如说,TCS数字营收贡献30亿美元,或17%,报公司的年收入在2016 - 175.8亿美元的17个财政年度。印孚瑟斯首席执行官Vishal Sikka在最近的一次采访中,钢铁洪流说,35%的劳动力是生产45%的收入(更新的区域),这收入增长超过20%,利润率高于整个公司的利润。

“遏止长期增长减速,我们强调大型印度公司需要取得更多的进步在构建数字咨询能力和更好的vertical-specific专长。我们相信在这些方面的进步需要大幅增加的成本以及修改他们的商业模式,“资产阶级说。
  • 发表在2017年6月23日下午于坚持
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\"\"BENGALURU : US based research DeepDive<\/a> and Everest Group<\/a> have forecast that organic constant currency revenue growth for the top five Indian IT firms TCS, Cognizant, Infosys<\/a>, Wipro<\/a> and HCL Technologies will drop to 6.9 per cent in the ongoing fiscal<\/a>, from 7.9 per cent in the preceding year ended March.
\n
\nThe collective growth of the five has dropped for the last seven quarters, from 13.2 per cent in the June 2015 quarter to 6.9 per cent in the March 2017 quarter, underscoring the pressures the companies have been facing.
\n
Rod Bourgeois<\/a>, head of research at DeepDive Equity Research, said he maintains a cautious outlook on secular growth challenges, though he sees signs of cyclical demand improvement. The $155 billion Indian IT industry is in the midst of structural changes as their customers are migrating to a cloud environment, a game changer for businesses of all sizes that reins in capex spending and collapses time-to-market by a huge measure.
\n
\nAutomation and devops, an offshoot agile software development encompassing iterative and collaborative work, are also accelerating this trend. “So the good news for Indian services stocks in future is that C1Q Jan to March caused Street expectations to taper, and the Indian firms’ guidance outlooks are now more realistic, as they now embed a heavier recognition of the secular challenges we’ve emphasised over the past couple of years while at the same time Indian firms may receive some upcoming help from improved cyclical demand trends,” Bourgeois said.
\n
\nThe top-5 Indian firms have experienced steady margin degradation over the past two years, the report said. The average annual operating margin of the firms dropped from 24.0 per cent in FY15 to 23.0 per cent in FY16 to 22.3 per cent in FY17 in March ending.
\n
\nOn a positive note, Bourgeois said its industry checks across major IT services players reveals general optimism about upcoming cyclical improvement in demand in the BFSI (banking, financial services, and insurance), energy, and healthcare verticals. It expects some improved IT services spending will transpire, particularly for Accenture and the large Indian firms as a group.
\n
\nIT firms are making rapid strides in building digital capabilities. TCS, for instance said, digital revenue contributed $3 billion, or 17 per cent, to the company’s annual revenue of $17.58 billion in the 2016-17 financial year. Infosys CEO Vishal Sikka in a recent interview to TOI said 35 per cent of its workforce is producing 45 per cent of its revenue (newer areas) and that this revenue is growing at more than 20 per cent and the margins are higher than the overall company margins.
\n
\n“To stem the tide of longer-run growth deceleration, we emphasize that large Indian firms need to make much more progress in building digital consulting capabilities and better vertical-specific expertise. We believe progress on these fronts will require substantially increased costs as well as modifications to their business models,” Bourgeois said.
\n\n<\/body>","next_sibling":[{"msid":59284999,"title":"Quality of video streaming experience affects viewers\u2019 loyalty to OTT services: Study","entity_type":"ARTICLE","link":"\/news\/quality-of-video-streaming-experience-affects-viewers-loyalty-to-ott-services-study\/59284999","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":59285177,"entity_type":"ARTICLE","title":"Top 5 Indian IT firms to decelerate this fiscal: Studies","synopsis":"Deepdive and Everest Group have forecast that organic constant currency revenue growth for the top five Indian IT firms. Report says the fiscal will drop to 6.9% in the ongoing fiscal, from 7.9% in the preceding year ended March.","titleseo":"telecomnews\/top-5-indian-it-firms-to-decelerate-this-fiscal-studies","status":"ACTIVE","authors":[{"author_name":"Shilpa Phadnis","author_link":"\/author\/479212770\/shilpa-phadnis","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479212770.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":479212770,"author_name":"Shilpa Phadnis","author_seo_name":"Shilpa-Phadnis","designation":"Principal Correspondent","agency":false}}],"Alttitle":{"minfo":""},"artag":"TNN","artdate":"2017-06-23 15:30:08","lastupd":"2017-06-23 15:34:41","breadcrumbTags":["Infosys","Wipro","fiscal","Everest Group","Rod Bourgeois","DEEPDIVE","Top Indian IT firms","Enterprise IT"],"secinfo":{"seolocation":"telecomnews\/top-5-indian-it-firms-to-decelerate-this-fiscal-studies"}}" data-news_link="//www.iser-br.com/news/top-5-indian-it-firms-to-decelerate-this-fiscal-studies/59285177">