“Sandip Agarwal is tactically bullish on the Indian IT sector, expecting a 20-30% index-level return in the near term, as the worst is likely over and clients are resuming normal decision-making post-AI clarity. He believes FY26 was the cyclical trough and most large-cap IT companies can achieve 6-7% dollar revenue growth in FY27, translating to 13-14% EPS growth. However, he cautions that this is not a structural bull run, and investors should not expect sustained double-digit growth.”

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