Wednesday, 3 December 2008

Indian SI quarterly metrics

(By Anthony Miller) For those of you interested in the nitty-gritty of the Indian SI business model, I have put together a one page summary of the key operating metrics of the top players which you can download here. I plan to update these each quarter and hope to add other players and other metrics in due course. From our recent conversations with the UK CEOs of the players, we would be awfully surprised if the ‘quality’ players among them didn’t continue to show double-digit growth (albeit low double-digits) next year, gaining share from the usual suspects. We certainly expect the top tier players to move up the UK rankings, which we shall be publishing in March/April. By the way, the shocking events in Mumbai last week did absolutely nothing to detract investors from the Indian tech stocks. In fact, most of the top players saw their stock rise when the Indian markets opened again on Friday.

No comments: