We remain broadly constructive across the sector and ahead of consensus on growth/EPS our preferred picks are Infosys, HCLT, Mphasis and Zensar.CAST through the years: One mission, many innovations.ġ984 was a year of exceptional promise in technology and education. While personal computers such as the Macintosh began to reshape everyday life and work, school reform became a hot topic nationwide with special emphasis on educating all learners to high standards. We roll over valuations to Sepemtember-23E and increase target multiples for most of the companies in our coverage universe. The mid-tier valuation premium relative to tier 1s may sustain, based on its relative outperformance (>500bps growth outperformance over FY21-24E as compared to 250bps earlier). We expect the sector (coverage universe) to post 13 percent and 14.5 percent USD revenue/APAT CAGR over FY21-24E compared to 6.5/7.5 percent over the past five years. HDFC Securities research report's outlook and valuations: 'The YTD EPS upgrades (consensus) have been led by mid-tiers such as Tata Elxis, Mindtree, Mastek, and Persistent Systems, ranging from 20-40 percent and, within tier 1, by Wipro (~15%). We remain broadly constructive across the sector and ahead of consensus on growth/EPS our preferred picks are Infosys, HCLT, Mphasis and Zensar.'' width='100%' height='auto' > We remain broadly constructive across the sector and ahead of consensus on growth/EPS our preferred picks are Infosys, HCLT, Mphasis and Zensar.'' title='HDFC Securities research report's outlook and valuations: 'The YTD EPS upgrades (consensus) have been led by mid-tiers such as Tata Elxis, Mindtree, Mastek, and Persistent Systems, ranging from 20-40 percent and, within tier 1, by Wipro (~15%). Unlocking opportunities in Metal and Miningĥ00bps growth outperformance over FY21-24E as compared to 250bps earlier).Sustainability 100+ Pharma Industry Conclave.Headwinds and Tailwinds Hitachi Social Innovation.Life Insurance Made Simple Future Of Mobility.Interview Series Business In The Week Ahead.

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