Yes, you are right! Birlasoft in all terms an average performer and nothing spl about it. Since demerger they had ambitious targets of 1B$ top-line by 2024 and management commentary was convincing. I started adding small quaintieis during 2020 until its crossed 20PE(Avg 140). unfortunately I could not exit during its honeymoon period with decent return and now it showing some weekness and losing customers(quite usual in Mid size IT cos. “Always expect, unexpected” ). But I still believe it can achieveachive 1B$ review targets by 2024/25 with decent margins. I am planning to wait for couple of quoters to see how they will manage the current weakness and new customer additions.
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