Branch² Intelligence
LTTS shares in focus: Motilal Oswal seeks consistent deal execution before turning positive
Key takeaway
LTTS Q1 earnings beat estimates, but Motilal Oswal stays neutral pending consistent deal execution.
- Step 1LTTS reports better-than-expected Q1 earnings and announces an AI partnership with Anthropic
- Step 2Motilal Oswal stays neutral, signaling that AI partnerships have not yet translated into consistent deal wins
- Step 3Indian IT SMEs face pressure to invest in AI capabilities to compete, raising costs and creating demand uncertainty as clients evaluate AI-led alternatives
Source: CNBC TV18 (Markets)
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