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Infosys - Quarterly Update

Quarterly Update

by Rachael Stormonth

published on Jul 21, 2017

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Report Overview:

NelsonHall’s Quarterly Update on Infosys provides a snapshot of developments at Infosys in the last quarter.

Who is this Report for:

NelsonHall’s Quarterly Update on Infosys provides a snapshot of developments at Infosys in the last quarter. It accompanies NelsonHall’s more comprehensive Key Vendor Assessment program. Both programs are designed for:

  •  Marketing, sales and business managers developing strategies to target service opportunities within the BPO/IT Services markets
  • Sourcing managers monitoring the capabilities of existing suppliers of IT outsourcing services and identifying vendor suitability for IT services
  • Consultants advising clients on vendor selection
  • Vendor marketing, sales and business managers looking to benchmark themselves against their peers
  • Financial analysts and investors specializing in the BPO/IT services sector.

Scope of this Report:

The report provides a quarterly update on Infosys.

It accompanies NelsonHall’s Key Vendor Assessment program which looks at Infosys’ IT and BPO offerings, capabilities, and market and financial strengths, including:

  • Identification of the company’s strategy, emphases and new developments
  • Revenue breakdowns
  • Analysis of the company’s offerings and key service components
  • Analysis of the profile of the company’s client base including the company’s targeting strategy and examples of current contracts
  • Analysis of the company’s strengths, weaknesses and outlook.

Key Findings & Highlights:

Q1 Performance “Solid CC growth, resilient margins”

Revenues were up 6.3% in CC to beating expectations

Management highlighted that “new software and software related services” launched since Q1 FY16 represented 9.9% of total revenues, also that these new higher margin offerings accounted for around $1bn of the incremental growth in this period.

Still expects to see a recovery in retail banking later this FY

Operating margin was kept flat y/y in spite of headwinds.

Guidance for full FY18 is reaffirmed. Infosys is applying a number of levers to maintain margins in the face of headwinds and increasing investments.

Progress in Automation/AI One of Several Factors Helping Push Revenue Per Capita

Utilization Up – But So is Attrition

Launch of Nia

Claims to have 160+ use cases for Nia, with engagements in 70+ clients.

Opening Four Onshore Development Centers in U.S., Plans to Hire 10k American Workers

Unexpected Resignation of Sandeep Dadlani

Has led to new appointments for Global Heads of Manufacturing Retail/Consumer Goods/Logistics verticals; no announcement as yet as o to new President Americas.

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