TCS, Infosys, Tech Mahindra, Coforge: Kotak Institutional Equities’ top IT sector picks ahead of Q4 results
Kotak Institutional Equities has named Tata Consultancy Services, Infosys, Tech Mahindra and Coforge as its key picks in India’s information technology services space, even as it cautioned that the March 2026 quarter remained muted and growth visibility into FY27 stayed constrained.
In its April 1, 2026 sector report, the brokerage set out company-specific expectations on revenue growth, deal activity and margins, while retaining a neutral stance on the broader sector amid cautious client spending and rising pressure from generative artificial intelligence-led efficiencies.
