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May 2 • 8 tweets • 6 min read
Wipro Ltd Q4 FY22 Earnings Concall Insights

#WIPRO #WIPROQ4 #WiproLtd #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
🧵
WIPRO stated that for FY23, it expects to grow in double digits and margins for the medium term is expected to hold in the 17-17.5% band. However, for the next 2-3 quarters, WIPRO expects to see slightly lower margins.
Q&A Insights: Kumar Rakesh from @BNPParibas asked about the operations of Rizing. Rajan Kohli MP said that Rizing will operate under Application and Data business, adjacent to SAP business. The idea is to drive synergies between Rizing and Wipro’s SAP business and go to market.
Q&A Insights: Kumar Rakesh of @BNPParibas enquired about growth outlook and how it’s panning out through the year. Thierry CEO replied that the reality is that it continues to be a solid growth for 7 quarters now. And 1-3% is the level where WIPRO feels it is comfortable for 1Q.
Q&A Insights: Ravi Menon from @Macquarie asked about the rough proportion of revenue that engineering services contributes. Thierry Delaporte CEO said that engineering services is a significant practice for WIPRO and it has gained real scale. It is a little over 10% of revenues.
Q&A Insights: Gaurav Rateria of @MorganStanley asked how the company is managing supply challenges in the near term. Jatin Dalal CFO replied that the growth is absolutely front and center to WIPRO’s strategy and to its execution as it looks at FY23.
Q&A Insights: Pankaj from @CLSAInsights asked about quantitative/qualitative view on order book. Thierry CEO said that on quality, about 40% of WIPRO’s order book today is coming from cloud. And about 50% of deals closed in 4Q were in partnership with some of its larger partners.
To read further on the detailed analysis of #WIPRO #Q4 concall Q&A …

alphastreet.com/india/wipro-lt…

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