“Mayuresh Joshi sees selective buying opportunities in the midcap IT sector, which is navigating AI disruption. He highlights KPIT Technologies, Mphasis, and Datamatics as attractive, noting KPIT's corrected valuations, strong ER&D exposure, and tailwinds from electric mobility and AI scaling towards FY27. Mphasis is noted for its expanding AI-led capabilities, and Datamatics for its AI backbone support and focus on generative AI models.”