15 Sep 2026, 08:42 IST
Coforge Limited
Kotak Securities Limited (Private Client Group Research, summarized from KIE research report) · BUY · target Rs.2000 (Fair Value)
The note says the business story is intact and it stays positive, valuing the company at 26x June 2028E EPS for a fair value of Rs2,000, while flagging board-level exits and the absence of a promoter as governance considerations, and citing management's reiterated FY27E guidance of 20.5-21% EBITDA margin, 15.5%+ EBIT margin and FCF/PAT above 100% along with strong order bookings.
From Coforge One Pager Company Update 15 Sep 2026, written by Kotak Securities Limited (Private Client Group Research, summarized from KIE research report) and hosted by Kotak Securities. Orivam summarised it; the view is Kotak Securities Limited (Private Client Group Research, summarized from KIE research report)'s, not Orivam's.
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