“Despite short-term disappointment in the IT sector due to weaker margins and conservative guidance, Sandip Agarwal remains optimistic for the medium term, projecting 13-14% EPS growth for the sector over the next two years. He believes valuations are now more attractive after recent corrections, and AI-led efficiency gains will lead to sustainable 6-7% dollar growth for large companies and 8-10% for mid-sized companies, rather than outright disruption.”

Sandip Agarwal’s track record: 5 graded calls · 95% CI 12–77%