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SANDIP AGARWAL
IT sector faces short-term disappointment, but long-term outlook remains stable: Sandip AgarwalIndia's IT sector faces short-term margin concerns and conservative growth guidance following recent earnings. However, market experts sugg...24 Apr, 2026, 11.10 AM IST- IT stocks could return 20-30% from here, but don't expect a structural bull run: Sandip AgarwalIndian IT sector outlook is positive. Fund manager Sandip Agarwal believes the worst is over. A 20-30% index return is possible soon. Clien...23 Apr, 2026, 09.00 AM IST
- TCS deal wins signal stability despite AI concerns: Sandip AgarwalTCS's robust $12 billion Total Contract Value signals stability amidst AI disruption fears, indicating intact client spending. Analysts pro...10 Apr, 2026, 11.11 AM IST
- IT rebound, banking bets & global themes: Sandip Agarwal maps the market playbookMarket expert Sandip Agarwal sees a structural turn in IT stocks driven by a weakening rupee and cooled valuations, expecting significant E...08 Apr, 2026, 10.22 AM IST
- IT sector struggles to justify premium valuations amid growth fatigue: Sandip AgarwalSandip Agarwal from Sowilo Investment Managers believes large-cap IT firms are unlikely to exceed 6-7% revenue growth in the long term. He ...11 Jul, 2025, 12.08 PM IST
- Sandip Agarwal sees limited upside for Indian IT sector amid uncertain outlookSowilo Investment Managers' Sandip Agarwal suggests caution for Indian IT. Accenture's CY25 outlook is uncertain. This casts doubt on India...23 Jun, 2025, 01.18 PM IST
- ER&D one of the best sectors within tech services, to do well for almost a decade: Sandip AgarwalSandip Agarwal from Sowilo Investment Managers explains that revenues are likely to be weak this quarter due to furloughs. Tech companies l...10 Jan, 2025, 10.40 AM IST
- Why hasn’t Infosys upgraded margin guidance if TCVs are at record high? Sandip Agarwal asksSandip Agarwal asks: "Despite a strong TCV, why is the growth guidance so low? We are not able to connect the dots of what is pulling down ...19 Apr, 2024, 08.52 AM IST
- IT stocks tumbling on Accenture guidance cut: Time to accumulate, says Sandip AgarwalSandip Agarwal says for Accenture, the challenge is on the discretionary side or on the consulting side, where we have small presence for s...22 Mar, 2024, 11.44 AM IST
- Infosys revenue disappointment is quite sharp: Sandip Agarwal, EdelweissSandip Agarwal, Wholesale capital Market IT, Edelweiss, says that the there could be some downside on the buying price.15 Jul, 2016, 12.35 PM IST
- HCL Tech has reported a very good set of numbers: Sandip Agarwal, Edelweiss Financial ServicesThe kind of growth in retail at 8% is really surprising, given the number of holidays and all the issues which were there in the quarter.30 Jan, 2015, 11.52 AM IST
- Bharti Airtel’s Q2 revenue better than estimate: Sandip Agarwal, Edelweiss Financial Services'Bharti Airtel's revenue is up 5 per cent on a sequential basis. Margins are almost flat 20 bps down,' says Sandip Agarwal.30 Oct, 2013, 11.09 AM IST
- Wipro fairly valued at current levels: Sandip Agarwal, Edelweiss Financial Services"Some improvement in growth will keep bouncing, but that will be across the industry. "23 Oct, 2013, 11.45 AM IST
- Wipro fairly valued at current levels: Sandip Agarwal, Edelweiss Financial Services"Some improvement in growth will keep bouncing, but that will be across the industry. "23 Oct, 2013, 11.43 AM IST
- IT industry seeing a significant traction in demand: Sandip Agarwal, Edelweiss Financial ServicesIn an interview with ET Now, Sandip Agarwal of Edelweiss Financial Services shares his views on the HCL numbers.17 Oct, 2013, 01.13 PM IST
- Infosys revenues in line with expectations: Sandip Agarwal, Edelweiss Financial ServicesComing to the guidance, 9% to 10% ideally yes, if you have done 3.7 in this quarter, it will imply that you need only 0% growth sequentiall...11 Oct, 2013, 11.58 AM IST
- Expect Infosys to report 3.5% growth in $ terms in Q2: Sandip Agarwal, Edelweiss Financial ServiceIn an interview with ET Now, Sandip Agarwal of Edelweiss Financial Services shares his expectations from Infosys and other IT peers.10 Oct, 2013, 03.09 PM IST
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