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Tech Mahindra Q2 FY27 | ₹1,240 Cr Profit +15.3% YoY | IT Services Recovery

Investment Thesis

Tech Mahindra, Tier-1 IT services company. Q2 FY27: ₹1,240 Cr profit (+15.3% YoY), strong digital/cloud momentum, margin improvement to 18%+.

Rating: ⭐⭐⭐⭐ HOLD/ACCUMULATE | Price Target: ₹4,200-4,600 | Upside: +15-25%

Highlights

✅ Revenue growth: 12% YoY (Dollar earnings help in weak rupee)
✅ Operating margin: 18% (expanding)
✅ Deal pipeline: $9.5B strong
✅ Digital/Cloud: 45% of revenue (growing)
✅ Guidance: FY27-28 guidance confident

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