Brokerage Radar: BofA on IT





Q1 preview: Fewer instances of cuts to IT spends; Infosys to fare better.

Company guides / commentaries to stay unchanged.

Easy supply-side dynamics make for an easy margin picture.

Infosys could lead peers on top- line performance.

Margin dip at HCL; flattish for TECH Mahindra Vs expected uptick.


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