Coforge shares rose 13% since May 5, outperforming the BSE IT index, driven by strong revenue growth, record deal wins, and margin expansion in Q4 FY25. The company retained its $2 billion FY27 revenue target, secured a $1.56 billion deal with Sabre, and reported a 48% rise in executable order book despite macro uncertainties.
Technology to drive consolidation in broking and asset management: Saurabh Mukherjea
Saurabh Mukherjea of Marcellus Investment Managers anticipates profit margin compression in the AMC sector due to increased competition. He suggests potential US tariffs on India