Sagility India is a fast-growing IT midcap added to Jefferies’ model portfolio by trimming exposure to Infosys. The brokerage projects 28% EPS CAGR, the highest among its peer set, driven by margin expansion, Broadpath synergies, and deleveraging. Even after a recent rally, the stock trades at 28x FY26 PE, a 20–30% discount to comparable BPM companies.
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