Within the IT sector, Pankaj Pandey prefers LTIMindtree and KPIT due to their relatively stronger growth visibility. This comes as he expects limited upside surprises from broader Tier-I IT earnings, with focus shifting to management commentary for future cues.

Pankaj Pandey’s track record: 10 graded calls · 95% CI 2–40%

Nifty ITBullishCalled 12 Jan 2026Graded 19 Jul 2026
Verdict:MISS

Nifty IT declined from ₹38236.60 to ₹29042.55, a significant drop of 24.05%, which contradicts a bullish outlook.

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