India’s technology powerhouses, including TCS, Infosys, and HCLTech, are increasing their operating margins instead of pursuing revenue expansion. These companies are prioritizing cost management, employee productivity, and resource optimization to enhance profitability. Despite the challenges posed by a slowdown in tech spending and reduced revenue guidance, experts believe that these companies will successfully improve their margins in the short term.
Mayuresh Joshi, Head of Equity Research at William O’Neil India, highlights the long-term potential of Senco in the jewelry industry and ideaForge in the drone market. He also discusses the anticipated impact of changes in tariffs and transmission charges on the wind energy sector.