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Motilal Oswal Report
We attended Larsen and Toubro Infotech Ltd.’s Analyst Day. Here are the key highlights from the meet.
We see company’s announcement of independent business units for its cloud and data products as a very interesting development.
Given a similar strategy being adopted by large-cap peers like Tata Consultancy Services Ltd. and Info Edge India Ltd., we view this as a positional play by the company in addition to the growth opportunity.
Creating separate teams to focus on the top three hyperscalers, along with cloud reference models for the sub-industry should help the company benefit from a multi-year cloud migration opportunity.
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