Anand Rathi has listed top stock picks in the IT sector, including TCS, Infosys, LTIMindtree, and Happiest Minds.
Q1 results preview suggests that Persistent and Latent View in midcap IT are expected to show strong growth followed by First Source and Happiest Minds.
Cross-currency tailwinds are projected to boost dollar revenue growth in non-US regions for IT companies like TCS, Tech Mahindra, Mastek, and KPIT.
The article points towards a narrowing growth differential between top-six and midcap IT companies in the second half of FY26.