Infosys

Total Posts : 9 posts

Business

Indian IT Companies are Losing the Scale Game

Around 7 years back someone from India sent me a SWOT of Infosys – created by some investment analyst.  The number one strength mentioned was “Brand Value”.  Since I was from the IT industry in the US and had worked in the consulting industry for some time, it amused me.  Little

08 Oct 18 4 min read
Technology

Is the Party Over for Indian IT Companies?

Indian IT revolution has been the driving force for the Indian economy for last 25 years.  Companies like Infosys, TCS, WIPRO, HCL etc have become really large given the outsourcing of skills and work to India and Indians. Is the Party Over for Indian #IT Companies? @Infosys #WIPRO #Technology [https:

25 Aug 16 3 min read
Business

Is Infosys on the Acquisition block?

Economic Times suggests in an article [http://economictimes.indiatimes.com/markets/stocks/stocks-in-news/infosys-mammoth-cash-pile-may-attract-global-suitors/articleshow/19568541.cms] that Infosys is a very attractive acquisition target right now.  Look at some of the facts: * Infosys has Cash and cash equivalents (Rs 22,000 crore) equal to 17% of the company’s

16 Apr 13 1 min read
Technology

Indian IT companies headed for a rough future

Experts are predicting that the high profit margins experienced by the Indian IT companies will erode in the next 3-5 years.  And would settle at just around the 11-15% mark. > Within the next two years, experts predict that operating margins will fall to below 20% (the average is 25% now

19 Feb 13 1 min read
Business

Infosys Financial Results and its Future Contradictions

One is trying to understand Infosys and where it is going.  Honestly, I cannot make out the logic behind some of what is happening in there.  Read the following and contemplate: * Lost a major transmission client in Europe (portfolio worth $15 mn) * Pricing and Currency Fluctuations: Lost $13 mn on

12 Jul 12 2 min read
India

Why Fall of Indian IT Companies is imminent?

On a typical project done by an Indian IT company, the resources in India are charged at an average of $25-35/hr.  Some years back it used to be $45, but it has steadily fallen.  The other component are the resources from Indian practice working onsite.  These resources are charged

29 May 11 8 min read

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