Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

Jefferies on TCS
Hold, Target Price Raised to Rs 3180
2Q ahead with revenues, margins & profits beating est.
Deal wins at US$8.1bn steady YoY
Raise FY23-25 est by 2-5%
Expect TCS to deliver 12% EPS CAGR over FY22-24
TCS’ premium valuations may limit upside

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