SA
Sandip Agarwal
Sowilo Investment Managers
Track record
40%
Graded calls
2 hit · 3 miss
Pending
4 awaiting resolution
By instrument
Graded calls broken down by what was being called.
Nifty IT
2 hit · 3 miss
40%
TCS
1 pending
Bank Nifty
0 pending
Nifty Capital Goods
0 pending
Infosys
0 pending
HCL Technologies
0 pending
Recent calls
Newest first. Every call links back to its original source.
| Call | Instrument | Direction | Date | Verdict | Source |
|---|---|---|---|---|---|
| “Despite short-term disappointment in the IT sector due to weaker margins and conservative guidance, Sandip Agarwal remai…” | Nifty IT | Bullish | 24 Apr 2026 | PENDING | Source |
| “Sandip Agarwal is tactically bullish on the Indian IT sector, expecting a 20-30% index-level return in the near term, as…” | Nifty IT | Bullish | 23 Apr 2026 | MISS | Source |
| “Sandip Agarwal notes that TCS's robust $12 billion Total Contract Value (TCV) for Q4 indicates stability and intact clie…” | TCS | Neutral | 10 Apr 2026 | NOT GRADED | Source |
| “Sandip Agarwal projects 5-6% dollar growth and a 16-17% rupee earnings CAGR for largecap IT stocks over the next two yea…” | TCS | Bullish | 10 Apr 2026 | PENDING | Source |
| “Sandip Agarwal has turned very positive on the IT sector, citing a sharp correction over the last 15-16 months that has …” | Nifty IT | Bullish | 08 Apr 2026 | PENDING | Source |
| “Sandip Agarwal sees opportunity in both PSU banks and large private banks, noting they look attractive after recent corr…” | Bank Nifty | Bullish | 08 Apr 2026 | NOT GRADED | Source |
| “Sandip Agarwal is now very constructive on the IT sector, a space he avoided for 14-15 months, as most stocks (excluding…” | Nifty IT | Bullish | 11 Mar 2026 | HIT | Source |
| “Sandip Agarwal sees "green shoots" and improving demand trends in the broader manufacturing and capital goods space, mak…” | Nifty Capital Goods | Bullish | 11 Mar 2026 | NOT GRADED | Source |
| “Sandip Agarwal finds private sector banks attractive again after their recent correction, which has made valuations more…” | Bank Nifty | Bullish | 11 Mar 2026 | NOT GRADED | Source |
| “Sandip Agarwal of Sowilo Investment Managers maintains a neutral to cautious view on the Indian IT services sector in th…” | Infosys | Neutral | 18 Feb 2026 | NOT GRADED | Source |
| “Sandip Agarwal is bearish on the current valuations of Indian IT services companies for the next two to three years, des…” | Nifty IT | Bearish | 12 Feb 2026 | PENDING | Source |
| “While HCL Tech's recent numbers were better than estimates, driven by its seasonal products and platforms business, its …” | HCL Technologies | Neutral | 13 Jan 2026 | NOT GRADED | Source |
| “The entire IT sector remains "very, very expensive" and "not attractive" in his opinion, with valuations stretched on a …” | Nifty IT | Bearish | 13 Jan 2026 | HIT | Source |
| “Sandip Agarwal expects subdued year-on-year constant currency growth, remaining below 5% across large IT firms, to persi…” | Nifty IT | Neutral | 13 Jan 2026 | MISS | Source |
| “The one-time non-cash impact from new labor codes on IT and banking sectors is significant but not recurring, with the o…” | Nifty IT | Neutral | 13 Jan 2026 | MISS | Source |
Not investment advice. Predict Future tracks what market analysts said in the press — every call links back to its original source. Hits and misses are shown factually, based on what was said and when, so you can judge a track record for yourself.