Motilal Oswal: Tech Mahindra - Focus Squarely On 5G, But Await Clarity On The Timeline
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Motilal Oswal Report
We attended Tech Mahindra Ltd.’s Analyst Day, wherein the management shared its refreshed strategy and opportunities in 5G and cloud migration.
Here are the key highlights from the meet -
Potential opportunity in 5G across both communications and enterprise verticals was the key highlight.
In addition to IT services and the impact on the business from a move to 5G (open network, micro-segmentation, etc.), it detailed the prospects in businesses like network services, product research and development, and on enterprise network modernization through private networks.
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