Dekho bhaiyo aur behno, IT sector mein aajkal ek alag hi level ka consolidation chal raha hai. Ye sab kaand ho raha hai Artificial Intelligence (AI) ki wajah se, aur badhte huye clients ki demand ki company vendor list choti kare. Isi trend ko follow karte huye, Zensar Technologies sunne mein aa raha hai ki Mastek ko kharidne ke liye advanced talks mein hai.
Deal $850 million se $900 million tak ja sakti hai, jo ki cash aur stock dono ka mix hoga. Agar ye deal pakki ho gayi, toh ek nayi, badi company banegi jiska total revenue $1.3 billion se bhi zyada ho jayega. Ye log digital engineering aur AI capabilities ko aur strong karna chahte hain.
Mastek ne toh officialy bol diya hai ki ye rumors "speculative" aur "galat" hain, matlab unko iski koi jaankari nahi. Par market mein ye khabar zoron par hai. Agar ye merger hua, toh Zensar, jo FY25 mein lagbhag ₹5,300 Crore ka revenue dikha rahi hai aur US market mein tagdi hai, Mastek ko apne saath jodegi. Mastek ka FY25 revenue ₹3,455 Crore hai aur woh UK ke government sector mein bahut strong hai. So, ye combo UK aur North America dono markets mein apni pakad mazboot karega.
Asal mein, companies ko ab badi hone ki zaroorat hai taaki woh bade projects le sakein, AI jaise naye tech mein expertise badha sakein aur clients ko ek hi jagah se sab services de sakein. Software companies hamesha se investors ke liye attractive rahi hain, specially agar unka recurring revenue model ho. Cost control aur financials improve karna bhi ek bada reason hai.
Current market stats dekhein toh, February 2026 tak Zensar ka market cap ₹15,200 Crore ke aas-paas hai aur share ₹667 par chal raha hai, P/E ratio lagbhag 20.5 hai. Wahi Mastek ka market cap ₹6,350 Crore hai aur share ₹2,070 par hai, iska P/E ratio 16.7 ke kareeb hai. Toh, IT sector mein bade moves ho rahe hain, dekhte hain aage kya hota hai!