SOWILO INVESTMENT SANDIP AGARWAL
I.T. SECTOR OUTLOOK
Expect Minimal Impact Of Al Deflation In H2FY27 For IT Cos
Expect IT Cos To Deliver PAT Growth Of 45-70% Over The Next 3 Years
Global IT Cos Have Recovered Much Faster Than Indian IT Cos
Enterprise Al Is A Big Opportunity For IT Cos Going Ahead
Stock Valuations Are A Concern For Cybersecurity Providers
October 22, 2026 1.2K
