Stockrabit · Analysts
Questions across 1 call

Rod Bourgeois

Deep Dive Research

Tech Mahindra Limited

Tech Mahindra Limited CC-Jun24.pdf · 2024-07-25
Hey, I want to ask about your internal progress in making turnaround changes and also tracking your turnaround-related metrics. You’re still relatively early in your turnaround efforts overall and I’d like to know if you can give us a sense of the internal metrics that are essentially allowing you to gauge the leading indicators of your turnaround progress?
In terms of a follow -up, you mentioned some positive developments in the BFSI business and the long-term growth confidence there. I wonder how much of these positive developments in BFSI are due to an improved demand environment versus Tech Mahindra impro ving its positioning in the market? One point on that. As we look at our research on enterprise buying factors, we are seeing enterprises often demanding more specialist skills from its IT services vendors and I wonder if that’s part of your positioning in the BFSI vertical and if you’re seeing that as a demand opportunity out there?