ATLAS
AI-disrupted incumbents·India·Bengaluru·#5 / 8 in segment·6.6% of segment mcap
$1.97
-59.2% vs S&P 12m

Business overview

AI disruption risk

Indian IT services player with elevated AI mention rate but uneven revenue conversion.

Mid-pack disrupted IT services name; weaker organic growth than peers makes it more vulnerable.

Products
  • Application services
  • Engineering services
  • Consulting
Customers (1)
  • Global enterprises
Competitors (3)

Composite score

Higher = stronger overall research case

47
Fundamental57
Technical24
Valuation85
AI relevance25
Risk-adjusted (higher = safer)41
Segment-relative fundamental percentile: 63

Synthetic 1Y price action

Deterministic price series; 50d (yellow) and 200d (orange) MAs shown

3M RS: -20.3%6M RS: -36.4%12M RS: -59.2%Vol30d: 33%DD52w: -36.7%

Financial summary

Curated, illustrative

Revenue
$11.11B
Growth (YoY)
7.7%
Gross margin
25.4%
Operating margin
17.1%
FCF
$1.32B
Capex
$467.89M
Net cash / (debt)
$4.08B
ROIC
6.9%
Customer conc.
Medium

Valuation

Market cap
$20.66B
Enterprise value
$16.57B
P/E (TTM)
15.2x
Forward P/E
12.8x
EV / Sales
1.5x
EV / EBITDA
7.8x
P / FCF
15.6x
PEG
1.3x
Rule of 40

Risks

Severity 1 (low) to 5 (severe)

  • 4
    Revenue contraction

Score components

What drove the composite

Growth46
Profitability58
Cash generation52
Balance sheet88
Moat / AI relevance35
Capital intensity (higher = lighter)75
Customer diversification60
Valuation discipline (dilution)65
Trend (MA50/MA200)5
Momentum (3/6/12m)33
Relative strength20
Realized vol (higher = lower vol)63