IT sector entering a new growth phase, says Sandip Agarwal; sees strong earnings upside aheadIndia's IT sector is poised for an earnings recovery, shifting from hardware-centric AI investments to software and services. Market expert...
03 Jun, 2026, 10.32 AM IST
SBI’s fund deployment key to future growth: Sandip AgarwalSandip Agarwal notes the Indian investor's increasing maturity, moving beyond panic selling to strategic buying after initial market dips. ...
08 Aug, 2025, 10.13 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
Accenture's stock dip signals caution for IT investors: Sandip AgarwalOn the other side, if you see the department has asked some of the top 10 consultants, amongst which Accenture is also one of them, to cut ...
21 Mar, 2025, 10.07 AM 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
IT biggies to announce Q3 results on Thursday, What to expect?Sandip Agarwal says: According to me, the IT sector has gone through a good time correction. So, possibly we will see another 10-15% return...
09 Jan, 2024, 02.36 PM 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