TCS, Infosys are best placed, to tap into the SAP migration cycle- Jefferies
Stock Market Today: TCS and Infosys, as per Jefferies are best placed to tap into the SAP migration cycle, with 76-77% of their SAP revenues coming from implementation services. Wipro, Tech Mahindra and LTIMindtree also derive ~69-71% of SAP revenues from implementation, with Wipro to benefit more.
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Stock Market Today: TCS and Infosys, as per Jefferies are best placed to tap into the SAP migration cycle, with 76-77% of their SAP revenues coming from implementation services. Wipro, Tech Mahindra and LTIMindtree also derive ~69-71% of SAP revenues from implementation, with Wipro to benefit more.
