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🧵 2. Tata Consultancy Services, HCLTech, Infosys, and Wipro reported declines in European revenue during FY24, with TCS, Wipro, and Infosys each experiencing a 20 bps drop.

🧵 3. HCLTech saw a significant 100 bps fall in European revenue due to underperformance of recent acquisition in German automotive sector according to CEO C Vijayakumar.

🧵 4. Analysts suggest Europe's poor macro situation and lack of large deals have impacted IT firms, particularly in manufacturing sector, with Wipro's manufacturing revenue declining 20 bps sequentially.

🧵 5. Despite strong growth in FY24, IT companies faced challenges in the manufacturing vertical in the June quarter this fiscal, with US seeing a recovery in BFSI compared to Europe's slower growth.