About this episode
In this episode, we break down the current state of India’s IT sector — covering large-cap, mid-cap, ER&D, and product-based companies. We discuss why the sector is underperforming, how valuations remain elevated, and what the growth guidance looks like for key players like TCS, Infosys, KPIT, and Tata Elxsi. We also explore the impact of AI on billing models, margins, and future growth, while sharing insights on business cycles, operating leverage, and how to assess risks using our own frameworks. A must-listen for anyone tracking tech stocks or thinking long-term about IT investing.
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