Motilal Oswal expects flat earnings in the second quarter due to macro impacts and continued softness in communications, manufacturing and power and utilities.
IT services margins are expected to remain stable, with progress in cutting low-margin businesses and low-potential accounts.
US demand is expected to improve, particularly at BFS, with significant activity at Capco. Healthcare is also gaining momentum among payers, providers and the life sciences sectors.
Key points to watch include commentary on the recovery of the consulting business and strategic initiatives from new management.
(Disclaimer: Recommendations, suggestions, opinions and views given by experts are their own. They do not represent the views of The Economic Times)
