“Sameer Dalal estimates roughly 90% of the valuation derating in large-cap IT stocks is complete, with the sector's floor largely established. He finds IT names attractive for income-oriented portfolios over the next 12-18 months, projecting a blended return of 9-10% from 5-6% dividend yields and modest 2-3% annual price upside, despite subdued capital appreciation due to AI adaptation uncertainties.”

Sameer Dalal’s track record: 3 graded calls · 95% CI 6–79%