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IT sector entering a new growth phase, says Sandip Agarwal; sees strong earnings upside ahead

India's IT sector is poised for an earnings recovery, shifting from hardware-centric AI investments to software and services. Market expert Sandip Agarwal anticipates a 6-7% annual growth, boosted by currency tailwinds and more reasonable valuations. Investors are advised to focus on software services firms with attractive PEG ratios.

Raccontata daeconomictimes.indiatimes.com

Timeline cronologica

  1. martedì 2 giugno 2026·economictimes.indiatimes.com

    India in “peak pessimism” phase, but cyclical recovery may lift earnings: Arbind Maheswari

    Indian markets are navigating slow earnings growth and valuation worries. However, experts see early signs of a cyclical recovery. Despite current challenges, a shift in global…

  2. mercoledì 3 giugno 2026·economictimes.indiatimes.com

    IT sector entering a new growth phase, says Sandip Agarwal; sees strong earnings upside ahead

    India's IT sector is poised for an earnings recovery, shifting from hardware-centric AI investments to software and services. Market expert Sandip Agarwal anticipates a 6-7%…