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Amit Khurana backs LTIMindtree, OFSS and eClerx as tactical bets

Amit Khurana of Dolat Capital has upgraded India's IT sector, citing depressed valuations and rupee depreciation as key drivers. He believes the market is underpricing these tailwinds, projecting double-digit net earnings growth for IT exporters by FY27. Khurana also highlighted four specific IT stocks he is backing, including LTIMindtree, OFSS, eClerx Services, and Intellect Design Arena.

Raccontata daeconomictimes.indiatimes.com

Timeline cronologica

  1. giovedì 4 giugno 2026·economictimes.indiatimes.com

    Forget IT giants, go for these 4 midcap stocks: How Dipan Mehta is rewriting his Indian IT playbook

    Market expert Dipan Mehta urges investors to be selective. He highlights mid-cap IT firms like Coforge and Happiest Minds as outperformers. Engineering R&D stocks are also gaining…

  2. giovedì 4 giugno 2026·economictimes.indiatimes.com

    Amit Khurana backs LTIMindtree, OFSS and eClerx as tactical bets

    Amit Khurana of Dolat Capital has upgraded India's IT sector, citing depressed valuations and rupee depreciation as key drivers. He believes the market is underpricing these…