Tech Mahindra, Coforge to Sagility: Kotak outlines key IT sector picks ahead of Q2 earnings

The second quarter (Q2FY27) earnings season is just around the corner. As always, the information technology companies are set to detail their results upfront. Another quarter of muted performance is expected for most large companies as demand conditions have neither improved nor deteriorated since last quarter.

Kotak Institutional Equities expects HCLTech to be the notable exception among large caps. The brokerage’s preferred picks are Tech Mahindra, Coforge, Sagility, and Indegene.