“Bullish on TCS's acquisition of MHP, viewing it as a better use of capital than holding cash, with potential for higher returns and new capabilities in automotive technology. He expects the acquisition to be EPS accretive over time, despite potential short-term dilution, as offshore integration improves MHP's 10% margins.”

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