“I would say that on anticipated lines. As we have maintained our view this largecaps in IT are 5-6% growth story for long term, I do not see numbers going beyond that, in some year growth is zero, then it can be 8-9%, 10% but broadly this has become a 6-7% revenue growth story sector … Read more
“Even during Lehman Crisis also that revenue was always there. It cannot change. Even in covid that was there. So, in worst case scenario your revenue can only decline by 5-6% because 80% of the total revenue is very sticky,” says Sandip Agarwal, Sowilo Investment Managers.You heard the management commentary coming in from Infosys. Overall, … Read more
“Tech Mahindra, Infosys all are up 40% in last six to eight months. So, large part of all positive news has been discounted and the stocks are trading at a very-very decent valuation I would put in that way,” says Sandip Agarwal, Fund Manager, Sowilo Investment Managers. From these Q2 earnings from the likes of … Read more