Fairval

Notes on Indian equities, sectors and economy

TCS versus Infy, and TCS is winning

Posted by fairval on July 16, 2010

TCS versus Infy in recent quarters

(the columns in the middle are yoy change in %)

When it comes to large cap Indian IT, the question for investors, particularly large investors, is mainly which stock to own – Infy, or TCS/Wipro. Infy has always been the favorite. But shud it remain to be so?  U may want to ask if u see the above data.

This quarter TCS has overtaken in operating margins as well. Why is this happening? Dont have the explanation myself. What i hear from TCS is strong focus on costs, particularly since the new ceo has come in. Why are Infy margins plummeting tho?

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One Response to “TCS versus Infy, and TCS is winning”

  1. […] TCS versus Infy, and TCS is winning […]

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