Pending — not yet graded
Dharmesh Kant holds a long-term bearish view on Indian IT stocks, citing their declining contribution to Nifty 50 earnings (from 22% in FY20 to 11% in FY25) and persistent growth challenges. While acknowledging a potential tactical bounce in the next two to four months driven by Q3/Q4 numbers, he does not recommend IT stocks from a long-term investment perspective.

Dharmesh Kant’s track record: 7 graded calls · 95% CI 16–75%

Nifty 50BearishCalled 17 Feb 2026
Verdict:PENDING

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