“Sandip Agarwal is now very constructive on the IT sector, a space he avoided for 14-15 months, as most stocks (excluding ER&D) are in a reasonable range. He highlights the sticky business model, a 3-4% PAT benefit from a rupee around 92, and large caps trading at 15-16x P/E with 8-9% profit growth, making it a comfortable investment despite AI-related effort declines.”

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