Varadharajan Ragunathan
Long/short equity, deep value, research analyst

Infosys - Buy The Dip And Profit From Sikka's Speed Of Execution

Infosys, a $32 Bn success story in IT services from India, has been going through a leadership transition over the last three years, which has resulted in the company losing its leadership position (in terms of size and growth) to other nimbler rivals like TCS, Cognizant, and also getting snapped at the heels by HCL Technologies and Wipro.

This prompted the company's legendary founder, N.R. Narayanamurthy, to come back and shake the boat a little boat and appoint a new captain (Dr. Vishal Sikka). On that note, NRNM (and his son) have left. The street still does not find enough evidence about whether there is a structural permanent change if growth YoY can rise above double digits. The company has

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