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507685: AI Partnerships And Self-Funded IT Overhaul Will Shape Balanced Outlook

507685: AI-Led Cloud And Security Deals Will Shape Future Prospects

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507685
AnalystConsensusTarget
Not Invested
Published 07 Nov 2024

Update shared on 15 Dec 2025

Fair value Increased 0.32%
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AnalystConsensusTarget's Fair Value
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1Y
-16.1%
7D
0.7%

Analysts have nudged their price target for Wipro slightly higher to about ₹254 per share, reflecting modestly improved assumptions for revenue growth, profit margins, and future valuation multiples.

What's in the News

  • Signed a multi-year engagement with Odido Netherlands B.V. to modernize its IT landscape using AI, boost customer experience, and run the program via a self-funded, productivity-savings model (Client Announcements).
  • Formed a strategic alliance with the Indian Institute of Science and the Foundation for Science Innovation and Development to co-develop frontier technologies in agentic and embodied AI, quantum AI, and quantum-safe solutions, strengthening Wipro Intelligence platforms and IP (Strategic Alliances).
  • Entered a multi-year strategic agreement with HanesBrands Inc. to transform its IT infrastructure and cybersecurity operations with an AI-first, unified managed services model on the WINGS platform, targeting lower costs and stronger security (Client Announcements).
  • Convened board meetings scheduled for October 15 and 16, 2025, to review and approve condensed audited consolidated IFRS financial results for the quarter and half year ended September 30, 2025 (Board Meeting).
  • Voluntarily dissolved stepdown subsidiary Aasonn Philippines Inc. from October 1, 2025, as part of efforts to rationalize and consolidate the overall group structure (Discontinued Operations/Downsizings).

Valuation Changes

  • The fair value estimate was nudged up slightly from about ₹253.60 to ₹254.42 per share, indicating a marginally higher intrinsic valuation.
  • The discount rate increased very slightly from roughly 16.20 percent to 16.22 percent, implying a marginally higher required return on equity.
  • The revenue growth assumption was raised modestly from about 4.12 percent to 4.14 percent, reflecting a slightly more optimistic top line outlook.
  • The net profit margin improved fractionally from roughly 15.88 percent to 15.88 percent, signaling a virtually unchanged but marginally stronger profitability profile.
  • The future P/E multiple edged up from about 26.04x to 26.12x, suggesting a marginally higher expected valuation multiple on forward earnings.

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Disclaimer

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