Macro uncertainty impacting enterprise budgets
Tariff uncertainties and macro volatility continue to cause oscillation in run-the-enterprise budgets, potentially affecting discretionary spending.
Coforge · Material risks, their source context, and severity in the latest available quarter.
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Tariff uncertainties and macro volatility continue to cause oscillation in run-the-enterprise budgets, potentially affecting discretionary spending.
Ramp-up of the largest deal and increased visa costs, subcontractor expenses, and depreciation weighed on margins in Q1; wage hike in Q3 could pose further headwinds.
The merger closure depends on regulatory approvals, which could slip beyond the December-January timeline.
Higher CapEx for the AI data center deal impacted free cash flow; while management expects normalization, sustained asset-heavy deals could strain cash generation.