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IT Stocks Down 10% | Analysis of Indian IT Companies & Sector | Infosys, TCS, HCL, Wipro, TechM etc. 

Shankar Nath
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Technology stocks took a dive last week with many of them falling by 5 to 10%. In this video, I explain the key metrics to look for when evaluating Indian IT Sector companies. More specifically, we shall examine the business strengths, operational efficiency and valuations of companies like Infosys, Tata Consultancy Services (TCS), HCL Technologies, Wipro, Tech Mahindra, LTI-Mindtree, MPhasis, Persistent Systems and Coforge. These Indian IT companies represents the bulk of India's IT Service exports and are what we generally define as information technology stocks
👉 Video Chapters:
00:00 The Rise & Rise of Information Technology
01:14 Overview of Indian IT Services Industry
06:06 1. Size & Economies of Scale
07:53 2. Types of IT Contracts
09:38 3. Client Acquisition & Retention
11:11 4. Diversification of Revenue
12:46 5. Onsite versus Offshore
14:11 6. Revenue, Cost & Profit Per Employee
16:13 7. Utilization Levels
17:17 8. Attrition Levels
18:32 Valuation of IT Companies
👉 Resources and Reading Material:
‣ Post by Dr. Vijay Malik on this website: www.drvijaymalik.com/informat...
‣ IT Industry report by Reliance Securities: images.assettype.com/bloomber...
‣ IT Services Sector report by PhilipCapital: backoffice.phillipcapital.in/B...
‣ Q3FY22 Indian Information Technology Industry report by Anand Rathi: images.assettype.com/bloomber...
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#itstocks #techstocks #infosys #tcs #hcltechnologies #wipro #ltimindtree #techmahindra #persistentsystems #mphasis #coforge
Disclaimer: I am not a SEBI registered investment advisor or research analyst. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented

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23 июл 2024

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Комментарии : 192   
@agytjax
@agytjax Год назад
Being an IT worker myself, it is astounding how you have captured the business model and the terminologies like a seasoned expert. Kudos for another well researched and well articulated presentation ! An IT services company is a different beast in itself and treating it as a conventional company is hazardous. You have rightly covered all the aspects that helps one to evaluate an IT company.
@shankarnath
@shankarnath Год назад
Thank you very much for your appreciation and kind endorsement. I've done 5 sectors already and its surprising when I start researching them, the one area that doesn't feature in most cases is PE ratio. However there are millions of investors who decide an investible business just on that single valuation tool (I'm sorry to say but I have seen quite a few RU-vid videos where the only point discussed is the PE ratio without a view on how strong the business model is). I am glad you found this video's content relevant and I'm happy you messaged me on this. Patting my own back now :)
@agytjax
@agytjax Год назад
@@shankarnath Yes. I concur with you on the PE bit. Most influencers only look at the company’s PE in regards to the sector PE to determine if the scrip is fairly priced. Unlike other industries, the output here is intangible and is mainly a product of putting one’s mind to work. Also, replacing one developer with another with sane skillset won’t work, as there is so much of project specific contextual knowledge involved. That’s why attrition is a big concern. You have aptly covered determinants like onsite/offshore mix, visa issues, localisation, attrition, utilisation etc., which are rarely talked about by other influencers
@yogrshpatel2506
@yogrshpatel2506 Год назад
As per new tech Artificial intelligence lies with elexi Therefore I write
@nice2play592
@nice2play592 Год назад
Shall we buy Infosys at this level?!?!
@agytjax
@agytjax Год назад
@@nice2play592 Yes you should buy at small quantities frequently (buying at dips) to advantage of a sustained decline.
@abhishekrath09
@abhishekrath09 Год назад
Being in IT myself, i really liked your detailed deep dive analysis. I would say it's rather a spot-on analysis for someone who is from Non IT
@shankarnath
@shankarnath Год назад
Thank you very much Abhishek. I was very keen & curious to understand the IT Services business & what makes it stand apart
@sarathi.n
@sarathi.n Год назад
Much awaited video. Filled with information as always. Thanks Shankar👍🏽
@shankarnath
@shankarnath Год назад
Most welcome. Glad you found it useful
@palashshah5213
@palashshah5213 7 месяцев назад
Wow, wow, wow. More then amazing video filled with insights. Kudos to your whole team 🎉🎉
@shankarnath
@shankarnath 7 месяцев назад
Thank you so much 😀
@dr.joeldias5184
@dr.joeldias5184 Год назад
Great and in depth analysis as always. Keep up the good work 💯
@shankarnath
@shankarnath Год назад
Glad you found it useful, Dr. Joel. Thank you for your kind appreciation
@RajatBose1964
@RajatBose1964 Год назад
Excellent video! Period. I have seen quite a few of your videos; to my mind, this one is the best. I liked it, especially, because it explained the IT business model so succinctly yet you don't miss out on any relevant detail. Your presentation skills coupled with your team's excellent video editing make your videos truly a highly enjoyable experience. All kudos to you.
@shankarnath
@shankarnath Год назад
Thank you very much Rajat ji for this kind appreciation and encouragement. I like sector analysis myself and I try to identify the key & relevant areas in each industry. I've covered 6-7 sectors and hopefully I can cover the top 30 sectors over the next 12 months
@kuntalsarma5106
@kuntalsarma5106 Год назад
Great analysis, watched your videos before as well, but subscribing today.
@shankarnath
@shankarnath Год назад
Thank you very much!
@gopikannans9246
@gopikannans9246 Год назад
An excellent session and data presentation. It's really too good to understand many aspects. Appreciate your efforts...totally process driven approach.
@shankarnath
@shankarnath Год назад
Thank you very much, Gopi. IT Services is an industry I really wanted to understand and I'm glad you found this research helpful too.
@b.r.srihari4099
@b.r.srihari4099 Год назад
Yet another very informative content....Kudos to u Shankar!!!
@shankarnath
@shankarnath Год назад
Thank you. Glad you liked it!
@Anbu-Ini
@Anbu-Ini Год назад
Thanks Shankar sir for the wonderful content and at the right time. Powerful content shows your hardwork and the tremendous effort you have put, to develop it. Highly appreciated.
@shankarnath
@shankarnath Год назад
Thank you very much, Anbu. I'm glad you found the content useful and informative.
@neerajjoseph8963
@neerajjoseph8963 Год назад
excellent work as always Shankar, thanks :)
@shankarnath
@shankarnath Год назад
Most welcome!
@skshah309
@skshah309 Год назад
Excellent Analysis . Super data points and capturing the crux of IT industry very well. Thanks for sharing. 🎉
@shankarnath
@shankarnath Год назад
Most welcome, glad you liked it
@shreyaspimple5729
@shreyaspimple5729 Год назад
This is amazing information. Thank you so much ❤
@shankarnath
@shankarnath Год назад
Glad you liked it, Shreyas. Most welcome
@neelamvalecha4837
@neelamvalecha4837 Год назад
As always , your analysis and delivery is excellent...!!! Well done Shankar Nath Ji. Keep it up.
@shankarnath
@shankarnath Год назад
Thank you very much, Neelam ji. Glad you liked it
@dsaha7700
@dsaha7700 Год назад
Shankar ji you added one more dimension of looking the business models... many many thanks...
@shankarnath
@shankarnath Год назад
Most welcome Sir. Glad you liked it
@ramanapsy
@ramanapsy 5 месяцев назад
Very well presented, thanks.
@shankarnath
@shankarnath 5 месяцев назад
Glad you enjoyed it!
@deivas1425
@deivas1425 Год назад
Shankar Ji.. Very nice presentation about IT Sector.. hats off to you and thanks for sharing and valuable time.. 🙂
@shankarnath
@shankarnath Год назад
Thank you very much for your kind appreciation, Thiru
@prashantragalwar5464
@prashantragalwar5464 Год назад
Kudos to you for your efforts and information sharing..., thank you so much 🙏🙏
@shankarnath
@shankarnath Год назад
Most welcome. Glad you liked it & thank you for the appreciation
@arulmuruganramalingam8079
@arulmuruganramalingam8079 Год назад
Kudos. An exceptional analysis of IT industry.
@shankarnath
@shankarnath Год назад
Thank you very much, Arul
@narayankalal4664
@narayankalal4664 Год назад
Very informative video.Thanks for in-depth information.
@shankarnath
@shankarnath Год назад
Most welcome, Narayan ji
@nabeelyahiya
@nabeelyahiya Год назад
Thank you for such an insightful video😊👍
@shankarnath
@shankarnath Год назад
Most welcome! 🙌
@Harshraj-mp8jg
@Harshraj-mp8jg Год назад
One of the most underrated channel on YT for Quality Finance content. Kudos to your effort sir. 🙏🙏
@shankarnath
@shankarnath Год назад
Thank you very much Harsh
@Harshraj-mp8jg
@Harshraj-mp8jg Год назад
@@shankarnath 🙏🙏Sir. A very humble request to you, if u can come up with a video on How to make a carrer in stock market as a fresher (I.e. Opportunities, growth etc)!! Will highly be indebted to you for this! 🙏🙏
@shankarnath
@shankarnath Год назад
@@Harshraj-mp8jg Thanks for the suggestion .. I'll add it to my content queue
@Harshraj-mp8jg
@Harshraj-mp8jg Год назад
@@shankarnath Thanks a ton for your consideration 🙏
@deepakmehta5406
@deepakmehta5406 Год назад
You have done a lot of hard work for this video. If all numbers are correct, it's an incredible job and the presentation is also good. I will be Happy to see more informative videos from you. Subscribed and liked. 😊
@shankarnath
@shankarnath Год назад
Thank you
@sachin_2601
@sachin_2601 Год назад
Being from IT industry, I am happy to see the clarity with which you have explained that even a layman can understand. Thank you very much for your efforts and educating us👌👍🏻 Cheers😊
@shankarnath
@shankarnath Год назад
Glad you know this Sachin. And thanks for your kind gratuity and appreciation 🙌
@satyajitghosh864
@satyajitghosh864 Год назад
Shankarji, Very informative video👍🏼
@shankarnath
@shankarnath Год назад
Thank you very much Satyajit ji
@rmohanvel
@rmohanvel Год назад
Extraordinary video boss..thanks lot for your work and kindly post similar videos as such..
@shankarnath
@shankarnath Год назад
Thanks! Hope you have gone through my Industry & Sector Analysis playlist. I have analysed 6 industries till date
@rmohanvel
@rmohanvel Год назад
@@shankarnath yes of course I have seen it .. also i follow only few genuine ppl like you not the one who just gives stock recommendations etc People like you are needed for this industry.. but people expect only the names to buy the stock which shouldn’t be
@thatguywithm
@thatguywithm Год назад
Great analysis! Good going Shankar sir 👏
@shankarnath
@shankarnath Год назад
Thank you very much Manan
@Iva428
@Iva428 Год назад
Thank you for this very informative video!
@shankarnath
@shankarnath Год назад
Most welcome!
@vikasteggi1369
@vikasteggi1369 Год назад
Thank you Shankar Sir for most awaited video
@shankarnath
@shankarnath Год назад
Most welcome Vikas
@saneco96
@saneco96 Год назад
Well versed & on point...!
@shankarnath
@shankarnath Год назад
Thank you!
@Frankalin
@Frankalin Год назад
Excellent Video Sir, Very Informative, Pz keep posting more video on Sector Analysis, FMCG, Chemical, Hospitals etc
@shankarnath
@shankarnath Год назад
Thank you for your suggestion
@mysoresrikantaiahkailasnat8676
Informative... Good knowledge provided on IT sector... But for a individual investors it is hard nut to understand Thank you sir
@shankarnath
@shankarnath Год назад
Thank you very much. Slightly difficult to understand it over a 20 minute video but request you to read up 1 annual report by this weekend (read TCS or Infosys). I'm certain you'll feel a lot more comfortable understanding the sector.
@jayadevtn1987
@jayadevtn1987 Год назад
So good video . An IT employee myself , never knew so much depth was needed to analyse. Thank you so much sir.
@shankarnath
@shankarnath Год назад
Most welcome. Do share it with your colleagues at work .. will certainly trigger a good conversation during lunch time
@nandat8883
@nandat8883 Год назад
Excellent video . Great work !! Being an IT guy, I can say the data provided in your video is nearly 100% accurate.
@shankarnath
@shankarnath Год назад
Thank you very much Nanda
@jayaramanayyappan3156
@jayaramanayyappan3156 Год назад
Unbiased report. Crisp and clear Thanks
@shankarnath
@shankarnath Год назад
Most welcome. Thank you!
@leninbabu8310
@leninbabu8310 Год назад
Great analysis sir. Thanks.
@shankarnath
@shankarnath Год назад
Most welcome!
@faheemhasan3902
@faheemhasan3902 Год назад
Wonderful analysis..thanks
@shankarnath
@shankarnath Год назад
Most welcome 🙌
@mb-hb1fr
@mb-hb1fr 2 месяца назад
सुंदर विडियो शंकर जी
@shankarnath
@shankarnath 2 месяца назад
Dhanyawaad
@vishnu8899
@vishnu8899 Год назад
Great content. Loved it
@shankarnath
@shankarnath Год назад
Thank you!
@dr.diwakarsahu2454
@dr.diwakarsahu2454 Год назад
Great n meticulous analysis 👌👏
@shankarnath
@shankarnath Год назад
Thank you, Dr. Diwakar
@vijayrawat3332
@vijayrawat3332 Год назад
Thanks for this informative video 🙏🙏
@shankarnath
@shankarnath Год назад
Most welcome 🙌
@abelgeorgesunil9938
@abelgeorgesunil9938 Год назад
Analysis what i was waiting for
@parthaprateemraychoudhury7689
Thank you Shankarji for the concise yet detailed charts of each and every parameter to not only dig into but also the analysis of Indian IT companies. I genuinely appreciate your hard work to research and formulate everything to help me out to evaluate any IT company. I’m happy that my pick Infosys (disclaimer: I’m an investor) is fairly good on most of the parameters that you have discussed in the video. I would be grateful if could make a detailed comparative review between Hindustan Foods vs VBL vs Tata Consumer Products. I want to invest in the FMCG space with a consistent 15-18% CAGR growth company. Thank you again. 🙏🙏
@shankarnath
@shankarnath Год назад
Thank you very much for your suggestion 🙌
@sumangalgandhi4608
@sumangalgandhi4608 Год назад
thanks and very detailed info on IT insustry, wandering abount Tata elexia and L&t infotech
@shankarnath
@shankarnath Год назад
Most welcome
@Chikusurili
@Chikusurili Год назад
Great content at right time😊
@shankarnath
@shankarnath Год назад
Thank you very much. I never meant to time it but really wanted to learn more about the IT Services industry
@money4991
@money4991 10 месяцев назад
Dada valo thakben
@udhaybe
@udhaybe Год назад
Good and detailed analysis.
@shankarnath
@shankarnath Год назад
🙌 Thanks
@baidya12345
@baidya12345 Год назад
Great work!
@shankarnath
@shankarnath Год назад
Thanks!
@ej_whistleblower
@ej_whistleblower Год назад
Informative video on the right time! This sector is under pressure now from long time after reaching its high. I would like to know your opinion on how you see the future for the IT industry considering the AI ML and Global slowdown.
@shankarnath
@shankarnath Год назад
Glad you found it useful. I don't have an opinion right now on how the future of IT industry will shape up but will post an update once there is a bit more information
@ej_whistleblower
@ej_whistleblower Год назад
Thank you!
@pappalabalayogi9495
@pappalabalayogi9495 Год назад
Your analysis of IT sector is very good.
@shankarnath
@shankarnath Год назад
Thank you very much!
@technologytheoryhandson863
@technologytheoryhandson863 Год назад
Perfect as usual sir❤
@shankarnath
@shankarnath Год назад
Thank you very much!
@abhishekkaushal792
@abhishekkaushal792 Год назад
Thanku sir,back with bang
@shankarnath
@shankarnath Год назад
🙌
@DrNikkhil
@DrNikkhil Год назад
Another Gem 💎
@shankarnath
@shankarnath Год назад
Thank you very much
@reubenabraham9115
@reubenabraham9115 Год назад
This is just gold!
@adityakapoor001
@adityakapoor001 Год назад
The biggest challenge that IT sector will face if adapting to new technologies. The success of Indian IT companies has been that they have commoditised what was considered niche skills earlier. They will need to continue to do so in face of new challenges like generative AI which will automate a lot of work that IT companies were doing. Really a good video but one will need to keep track on disruptor technologies.
@shankarnath
@shankarnath Год назад
Thank you! It's a good point you raise. IMO most products & services will be commoditized over time. It'll come down to which areas specific companies & countries pick .. and from what we've seen, Indian companies often pick the right horse to ride.
@tabrezmohammad1715
@tabrezmohammad1715 Год назад
Better than most of the Finance RU-vidrs!
@shankarnath
@shankarnath Год назад
Thank you!
@family_first_guy
@family_first_guy Год назад
Shankar Sir, please make a similar industry analysis of the chemical and building materials industries in coming days.
@shankarnath
@shankarnath Год назад
Thank you for the suggestion
@beawartaxation5250
@beawartaxation5250 Год назад
Nifty etf is better or nifty index I.t. eft or s.i.p in i.t.
@yogrshpatel2506
@yogrshpatel2506 Год назад
Thump up Excellent I request to future of tata elexi Pl.
@shankarnath
@shankarnath Год назад
Thanks for the suggestion
@kcmv4479
@kcmv4479 Год назад
Very Deep
@ravichandar5426
@ravichandar5426 Год назад
excellent detailed video. this is very valuable for all of us invested in IT stocks and seeing their value erode at present. my key takeaway is to look at companies which are future focused in terms of preparing for AI and AI- Modeling tasks. and keeping attrition levels under control. Thanks, Shankar!!
@shankarnath
@shankarnath Год назад
Most welcome, Ravi ji. Glad you found the video useful and informative. I'm sure 2-3 years from now, the needle would have moved and it's possible that new metrics would have replaced some of the older ones. E.g. today we see employee strength as an important factor but who knows, 5 years from now when a lot is automated, these companies might need less employees and the patents they hold might be the more important things. Yes, you're right .. tracking the numbers and tracking the landscape are both important
@mandarrane2341
@mandarrane2341 Год назад
Mr Nath there is one NFO from Mirae Assets. Equity Allocator Fund of Fund. Plz guide on this.
@shankarnath
@shankarnath Год назад
Apologies. I don't analysis NFOs because there is nothing to analyse. Yes, there is just a story & PPT that that fund house gives but other than that : a) we don't know the historical performance, b) we don't know the portfolio c) we don't know how they have responded during bull, bear, crashes etc.
@niladribanerjee2821
@niladribanerjee2821 Год назад
Can you discuss what these new IT companies do? Like happiest mind, or tata elixi aur ltts. I mean I know what kinda work is done in bfsi sectors or auto automation but what about the other sectors like health, engineering or AI?
@shankarnath
@shankarnath Год назад
Thank you for the suggestion. I'll try analysing them and post an update
@nagarajuaddagulla
@nagarajuaddagulla Год назад
Hi Shankar, Would request if you could evaluate individual investment portfolio. It may not be to take decisions but you can rate as per your analysis.
@shankarnath
@shankarnath Год назад
Hi Nagaraju. Since many people are asking for it, I'm working on a paid consultation model. I'm still about 3-4 weeks from launching it.
@buradprateek
@buradprateek Год назад
Can you please clarify more on how did you find the data on the split between Fixed Price and T&M IT contracts for companies? Also, how do we keep track on the number of customers for the IT companies?
@shankarnath
@shankarnath Год назад
You can find the information in the company's annual report. As an example - please examine page 237 of Infosys's 2021-22 annual report. There's a line that says: The percentage of revenue from fixed-price contracts for each of the years ended March 31, 2022 and March 31, 2021 is approximately 53%. Again, for number of customers - the annual report has the information. Please refer to page 44 of the annual report. The number of clients is 1,741 for FY2021-22
@zmzabuawala
@zmzabuawala Год назад
Awesome learning, its been some time now but after watching your videos I have unsubscribe all other RU-vidrs who always push to sell their Stock market courses or ask to us join their paid community.
@shankarnath
@shankarnath Год назад
Glad you found it useful. I found your point really intriguing but logically, RU-vidrs/content creators will certainly use their own channel to offer their services (courses, paid newsletters, community etc.) to their viewers. Even I will do it at some stage because my channel is where my target audience is. And everyone does it - a stall owner will setup where the crowd is, a news channel will go where the breaking news it etc. But what I think is really happening here is absorption i.e. as viewers & taking you as an example .. so because you are so involved in the content that some of us are offering, the mind might be taking a paid offering in the middle as a pattern break. This is like an advertisement and while the brain has become used to it when we watch it on TV or see it in a newspaper or even RU-vid ads now -- it will take a little more time for our mind to be accustomed to it when the content creator him/herself advertises his/her own products. Or atleast that's how I read into it :)
@nazeemummer1
@nazeemummer1 Год назад
As always.....💯
@shankarnath
@shankarnath Год назад
Thank you!
@pappalabalayogi9495
@pappalabalayogi9495 Год назад
Thanks
@shankarnath
@shankarnath Год назад
Thank you very much! I'm happy you found the content useful and informative. Also appreciate the kind gesture :)
@arjungupta2687
@arjungupta2687 3 месяца назад
15:30 TCS FY21 Total Consolidated Revenue = ₹1,64,177 Cr. Total Headcount FY21Q4 = 488649 Revenue Per Employee = ₹33.60 Lacs. Source: FY21 Annual Report. Can you please guide me? Is it the right calculation?
@Randomcomment7699
@Randomcomment7699 Год назад
When I subscribed to this channel I thought Shankar is very serious guy, after seeing the thumbnail of each video there is no match for his comedy side ..
@tvssgcharan
@tvssgcharan Год назад
Kindly do the similar video on small cap IT STOCKS
@shankarnath
@shankarnath Год назад
Thank you for your suggestion!
@onemanshow2441
@onemanshow2441 Год назад
Glad I found this channel, Better than akshat vastava and ranade
@shankarnath
@shankarnath Год назад
Thank you for the appreciation.
@NaveenDhk
@NaveenDhk Год назад
When it comes to investing avoid taking advice from Akshat.
@porav05
@porav05 Месяц назад
Ranade is a joke.
@FinExTraining
@FinExTraining Год назад
👍
@mandarp9472
@mandarp9472 Год назад
IT companies need to adopt AI tools to reduce the staff and make them profitable.
@muditminocha6789
@muditminocha6789 Год назад
I think @15.40 you meant 7L /3.5L per quarter. Just Check. I think ER&D too would see big correction.
@shankarnath
@shankarnath Год назад
Yes, this data is quarterly. I forgot to add that line
@kunalgautam8312
@kunalgautam8312 Год назад
Can anyone tell when will the IT stocks will rise again? I'm stucked in infosys
@mannitsidhu3713
@mannitsidhu3713 2 месяца назад
When United states risk of looming ression ends or fed reduces rates , causing Usa companies to start spending on IT again. Cheers!
@idammanoj
@idammanoj Год назад
How do we get these numbers on yearly basis
@shankarnath
@shankarnath Год назад
I use multiple sources depending on the kind of information. Some of them include: 1. Screener.in for financial information 2. Annual report & investor presentation for company information 3. Earnings transcript for guidance on EBITDA, topline & any challenges faced by the company 4. Research reports (I listed a few of them in the video's description) 5. Google news and articles searched via Google 6. RU-vid videos (I didn't find relevant videos for IT services sector but other times, I do find 2-3 good videos)
@yadavramsharma6454
@yadavramsharma6454 Год назад
Is there any known reason why LTI Mindtree PE ratio valuation is so high compared to other industry players, and their own longterm pe ratio.
@jigneshmehta7722
@jigneshmehta7722 Год назад
LTI and Mindtree merged to form LTIMindtree and screener seems to have buggy P/E ratio for them ever since. The correct EPS is about Rs. 163 and hence the P/E works out to be roughly 25.6. Till they fix the bug, gather the EPS from a research report and calculate the P/E based on EPS given in the report.
@busyshah
@busyshah 5 месяцев назад
This is a paid level content. Thanks for providing the same.
@shankarnath
@shankarnath 5 месяцев назад
Glad you liked it and I'm happy you appreciate & respect valuable content. Next version, I'll definitely make it paid
@busyshah
@busyshah 5 месяцев назад
@@shankarnath With this kind of quality and value, I would happily buy it
@mandarp9472
@mandarp9472 Год назад
Salaries of employees cost 54% of total expenditure of IT companies. IT companies need to reduce salaries by 50 - 60% to make them more profitable and reduce the PE.
@aniruddhkumar2889
@aniruddhkumar2889 Год назад
no one works for IT then it is very stressful job only perk to employees is salary.
@Mrabhinandan99
@Mrabhinandan99 Год назад
It will not be be right on my side, if I don't thank you for the video...
@shankarnath
@shankarnath Год назад
Most welcome
@meganleona117
@meganleona117 Год назад
very self explanatorry
@AP-qu8sl
@AP-qu8sl Год назад
You said it will continue to frow for a “few more year” can u please define “fee more years”. TY
@shankarnath
@shankarnath Год назад
This decade atleast .. so until 2030 atleast.
@AP-qu8sl
@AP-qu8sl Год назад
@@shankarnath ty. The reason I’m asking is, the salaries in India have gone up tremendously so the cost advantage that the Indian IT companies had is going down. It’s still there but not so much
@shankarnath
@shankarnath Год назад
@@AP-qu8sl Actually I mentioned parts of that in the video. So, two points: 1. The average cost per employee is still 3.5-3.6 lakhs and it has been around that number for many years now. As 40% of the work IT Service companies do is still on a T&M basis, any increase in cost of employees will be adequate absorbed without affecting the margins 2. The use of AI, automation etc. is delineating the revenue growth with the employee growth. I think as this trend grows, IT companies will make more money without having to put in as many employees Ofcourse this point 2 is a double edged sword and there can be some disruption aswell but on the face of it, it seems we Indians will be the one doing that disruption.
@AP-qu8sl
@AP-qu8sl Год назад
@@shankarnath ty so much for your thoughts and responses. I’m invested in IT sector mutual funds and I’m having second thoughts to move to more diversified funds instead because of this. Of course they are all in red right now but I’m thinking if I should continue long term with my SIP or move towards more diversified funds.
@mandarp9472
@mandarp9472 Год назад
AI will change things for IT companies in India in the next 5 - 10 years
@himsincha
@himsincha Год назад
@Shankar Nath. DXC is now the official Digital Transformation partner for Manchester United not HCL anymore. You might want to correct on that one.
@shankarnath
@shankarnath Год назад
Thanks for letting me know.
@drkeval
@drkeval Год назад
Does HCL tech is a good bet for long term?
@shankarnath
@shankarnath Год назад
Apologies Dr. Keval. I haven't evaluated HCL Tech individually, this is more of a sector analysis with focus on which variables one should level their decision-making on. I'll circle back once I am done with a separate analysis of HCL Tech
@drkeval
@drkeval Год назад
@@shankarnath okay thank you
@DJ-sp8ek
@DJ-sp8ek Год назад
TCS ka result Achcha hai to infosis ki vajah se uski bhi pitaai ho gai per vah 3500 ko kab tak touch Karega please reply
@nice2play592
@nice2play592 Год назад
Shall we buy Infosys at this leve I mean 1250 rupees
@amitghosh
@amitghosh Год назад
So what lies ahead is still a mystery
@rahulnikam5762
@rahulnikam5762 Год назад
Request you to Make some video in Hindi to better to understand the techie language...
@shankarnath
@shankarnath Год назад
I'll try, thanks for the suggestion Rahul ji
@rahulnikam5762
@rahulnikam5762 Год назад
@@shankarnaththank you sir for prompt reply... hinglish also very good option .... Sir ,I followed you when you were in ET money..i started investment in mutual fund just because of your MF learning video...
@shankarnath
@shankarnath Год назад
@@rahulnikam5762 Thanks for your continued patronage. Hope you are liking videos on my own channel aswell.
@Onlynatures
@Onlynatures Год назад
Why did you change T-shirt in between the video😂😂😂😂
@pawansingh2926
@pawansingh2926 Год назад
Bhai ji Hindi me bhi banaya kro video English samajh me nahi aata bahut logo ko
@DJ-sp8ek
@DJ-sp8ek Год назад
Jyada English fenk Rahe hai lapetane wala Koi Hai Ki Nahin
@Fast_foodie
@Fast_foodie Год назад
Sir hum Bharat desh me rehte hai to please hindi me video banaye taaki chote se chote insaan bi samaj sake 🙏
@ankitjain195
@ankitjain195 Год назад
27000 startups how many are profitable 😂😂. Don't celebrate startup their are just burning money. For me simple of resources are given to any sector in excsess than comes the time of balancing it take a decade same happen with fossil fuels , hardware now software so it is over. Just wait for it come to pennies and then it might become some good investment going forward as of now how things stand their are very difficult to survive unless they are strt layoffs and salary cut
@vijaymishra6963
@vijaymishra6963 Год назад
So in such scenario lot of loan default from HDFC and also the FMCG will feed their junks to whom, because these IT guys drive their supplies . So it will also drop to its 50% also many more industries will follow. Saying that it will become penny is very easy but if it does it will screw up every other market.
@vijaymishra6963
@vijaymishra6963 Год назад
Let NASDAQ revive .All of your calculations will not impact much
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