Dolat Capital's preferred picks in IT, Internet, Software, and KPO sectors include LTIMindtree, eClerx, and Oracle Financial Services.
For Q1, Dolat Capital anticipates tier-1 companies to report negative to low single digit growth in CC terms, while tier-2 companies may see negative to high single digit growth in CC terms.
Q1 FY26 is expected to see strong cross-currency tailwinds, with gains ranging from 60 bps to 340 bps, especially for companies with a significant presence in the UK/Europe.
Potential downward pressure post-Q1 earnings is predicted for companies like Tech Mahindra, KPIT, Newgen, and Eternal due to recent stock price increases.