HDFC Securities
We believe that Indian IT's growth compass is intact and the insights from the forum validates key trends in (1) Rapid pivot to digital and hybrid cloud adoption, (2) Buoyant demand environment, (3) Captive/automation challenges and (4) Capability and sales augmentation to align with changing business and addressable market. We hosted IT and New Age Business Investor Forum in Mumbai with 14 corporates/experts participating in the event. The participating corporates/experts were across the IT spectrum of (1) Large cap IT services (Infosys), (2) IT midcaps & smallcaps (L&T; Infotech, L&T; Tech, Hexaware, Zensar, Majesco), (3) Global Tech product & services majors (IBM, Capgemini), (4) Software products (Infor, UiPath), (5) Enterprise Tech Buyers (Large US/European Banks) and (6) Industry association (NASSCOM).
Deven Choksey released a Top Picks report for Banks on 11 Sep, 2025.
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