\u092c\u094d\u0930\u094b\u0915\u0930\u0947\u091c \u092b\u0930\u094d\u092e Kotak Institutional Equities \u0928\u0947 IT \u0938\u0947\u0915\u094d\u091f\u0930 \u092a\u0930 \u0905\u092a\u0928\u0940 \u0928\u0908 \u0930\u093f\u092a\u094b\u0930\u094d\u091f \u092e\u0947\u0902 Infosys, Tata Consultancy Services (TCS) \u0914\u0930 Tech Mahindra \u0915\u094b \u091f\u093f\u092f\u0930-1 \u0915\u0902\u092a\u0928\u093f\u092f\u094b\u0902 \u092e\u0947\u0902 \u0905\u092a\u0928\u0940 \u092a\u0938\u0902\u0926 \u092c\u0924\u093e\u092f\u093e \u0939\u0948\u0964 \u092c\u094d\u0930\u094b\u0915\u0930\u0947\u091c \u0915\u093e \u0915\u0939\u0928\u093e \u0939\u0948 \u0915\u093f \u0907\u0928 \u0915\u0902\u092a\u0928\u093f\u092f\u094b\u0902 \u0915\u0947 \u092e\u094c\u091c\u0942\u0926\u093e \u0936\u0947\u092f\u0930 \u092d\u093e\u0935 \u092e\u0947\u0902 \u0917\u094d\u0930\u094b\u0925 \u0915\u0940 \u0909\u092e\u094d\u092e\u0940\u0926 \u0915\u093e\u092b\u0940 \u0915\u092e \u0926\u093f\u0916 \u0930\u0939\u0940 \u0939\u0948, \u0907\u0938\u0932\u093f\u090f \u0935\u0948\u0932\u094d\u092f\u0942\u090f\u0936\u0928 \u0915\u0947 \u0932\u093f\u0939\u093e\u091c \u0938\u0947 \u0907\u0928\u092e\u0947\u0902 \u0928\u093f\u0935\u0947\u0936 \u0915\u093e \u092e\u094c\u0915\u093e \u092c\u0928\u0924\u093e \u0939\u0948\u0964<\/p>
\u0938\u092e\u094d\u092c\u0902\u0927\u093f\u0924 \u0916\u093c\u092c\u0930\u0947\u0902<\/h4> <\/div>
Kotak \u0915\u0947 \u092e\u0941\u0924\u093e\u092c\u093f\u0915, \u092e\u093f\u0921-\u091f\u093f\u092f\u0930 IT \u0915\u0902\u092a\u0928\u093f\u092f\u094b\u0902 \u092e\u0947\u0902 Coforge \u0914\u0930 Hexaware \u0909\u0938\u0915\u0947 \u091f\u0949\u092a \u092a\u093f\u0915\u094d\u0938 \u0939\u0948\u0902\u0964<\/p>
\u092c\u094d\u0930\u094b\u0915\u0930\u0947\u091c \u0928\u094b\u091f \u0915\u0947 \u0905\u0928\u0941\u0938\u093e\u0930, Infosys, TCS \u0914\u0930 Tech Mahindra \u0915\u0947 \u0936\u0947\u092f\u0930 \u0905\u092d\u0940 FY2028 \u0915\u0940 \u0905\u0928\u0941\u092e\u093e\u0928\u093f\u0924 \u0915\u092e\u093e\u0908 \u0915\u0947 \u0915\u0930\u0940\u092c 16 \u0917\u0941\u0928\u093e \u0935\u0948\u0932\u094d\u092f\u0942\u090f\u0936\u0928 \u092a\u0930 \u091f\u094d\u0930\u0947\u0921 \u0915\u0930 \u0930\u0939\u0947 \u0939\u0948\u0902\u0964 \u0938\u093e\u0925 \u0939\u0940 \u0907\u0928 \u0915\u0902\u092a\u0928\u093f\u092f\u094b\u0902 \u092e\u0947\u0902 \u0928\u093f\u0935\u0947\u0936\u0915\u094b\u0902 \u0915\u094b \u0915\u0930\u0940\u092c 4-5% \u0915\u093e \u092a\u0947\u0906\u0909\u091f \u092f\u0940\u0932\u094d\u0921 \u0914\u0930 5-6% \u0915\u093e \u092b\u094d\u0930\u0940 \u0915\u0948\u0936 \u092b\u094d\u0932\u094b (FCF) \u092f\u0940\u0932\u094d\u0921 \u092d\u0940 \u092e\u093f\u0932 \u0930\u0939\u093e \u0939\u0948\u0964<\/p>
Kotak \u0915\u093e \u0915\u0939\u0928\u093e \u0939\u0948 \u0915\u093f \u0907\u0928 \u0935\u0948\u0932\u094d\u092f\u0942\u090f\u0936\u0928 \u092e\u0947\u0902 \u092c\u093e\u091c\u093e\u0930 \u092a\u0939\u0932\u0947 \u0938\u0947 \u0939\u0940 \u0915\u092e \u0917\u094d\u0930\u094b\u0925 \u0915\u0940 \u0909\u092e\u094d\u092e\u0940\u0926 \u0915\u094b \u0936\u093e\u092e\u093f\u0932 \u0915\u0930 \u091a\u0941\u0915\u093e \u0939\u0948\u0964<\/p>
Tech Mahindra \u092e\u0947\u0902 \u0907\u0902\u0921\u0938\u094d\u091f\u094d\u0930\u0940 \u0938\u0947 \u0924\u0947\u091c \u0917\u094d\u0930\u094b\u0925 \u0915\u0940 \u0938\u0902\u092d\u093e\u0935\u0928\u093e<\/strong><\/p> \u0930\u093f\u092a\u094b\u0930\u094d\u091f \u0915\u0947 \u092e\u0941\u0924\u093e\u092c\u093f\u0915, Tech Mahindra \u0915\u0947 \u092a\u093e\u0938 \u0907\u0902\u0921\u0938\u094d\u091f\u094d\u0930\u0940 \u0915\u0940 \u0914\u0938\u0924 \u0917\u094d\u0930\u094b\u0925 \u0938\u0947 \u0932\u0917\u093e\u0924\u093e\u0930 \u092c\u0947\u0939\u0924\u0930 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0915\u094d\u0937\u092e\u0924\u093e \u0939\u0948\u0964<\/p>
\u0935\u0939\u0940\u0902 \u092e\u093f\u0921-\u091f\u093f\u092f\u0930 \u0915\u0902\u092a\u0928\u093f\u092f\u094b\u0902 \u092e\u0947\u0902 Coforge FY2028 \u0915\u0940 \u0915\u092e\u093e\u0908 \u0915\u0947 18 \u0917\u0941\u0928\u093e \u0914\u0930 Hexaware FY2028 \u0915\u0940 \u0915\u092e\u093e\u0908 \u0915\u0947 17 \u0917\u0941\u0928\u093e \u0935\u0948\u0932\u094d\u092f\u0942\u090f\u0936\u0928 \u092a\u0930 \u091f\u094d\u0930\u0947\u0921 \u0915\u0930 \u0930\u0939\u0940 \u0939\u0948\u0902, \u091c\u093f\u0928\u094d\u0939\u0947\u0902 \u092c\u094d\u0930\u094b\u0915\u0930\u0947\u091c \u0928\u0947 \u0938\u0938\u094d\u0924\u093e \u092c\u0924\u093e\u092f\u093e \u0939\u0948\u0964<\/p>
AI \u0915\u0940 \u0935\u091c\u0939 \u0938\u0947 \u0906\u0928\u0947 \u0935\u093e\u0932\u0947 \u0938\u093e\u0932 \u092e\u0947\u0902 \u0926\u092c\u093e\u0935<\/strong><\/p> Kotak \u0928\u0947 \u0915\u0939\u093e \u0915\u093f \u0906\u0928\u0947 \u0935\u093e\u0932\u0947 \u0938\u093e\u0932 \u092e\u0947\u0902 Gen AI \u0915\u093e \u0905\u0938\u0930 IT \u0938\u0930\u094d\u0935\u093f\u0938\u0947\u091c \u0907\u0902\u0921\u0938\u094d\u091f\u094d\u0930\u0940 \u092a\u0930 \u0926\u093f\u0916 \u0938\u0915\u0924\u093e \u0939\u0948\u0964 \u092c\u094d\u0930\u094b\u0915\u0930\u0947\u091c \u0928\u0947 FY2027-28 \u0915\u0947 \u0932\u093f\u090f \u0907\u0902\u0921\u0938\u094d\u091f\u094d\u0930\u0940 \u092e\u0947\u0902 3\u20133.5% \u0930\u0947\u0935\u0947\u0928\u094d\u092f\u0942 \u0921\u093f\u092b\u094d\u0932\u0947\u0936\u0928 \u0915\u093e \u0905\u0928\u0941\u092e\u093e\u0928 \u0932\u0917\u093e\u092f\u093e \u0939\u0948, \u091c\u094b \u092a\u0939\u0932\u0947 2-3% \u092e\u093e\u0928\u093e \u0917\u092f\u093e \u0925\u093e\u0964<\/p>
\u0930\u093f\u092a\u094b\u0930\u094d\u091f \u0915\u0947 \u092e\u0941\u0924\u093e\u092c\u093f\u0915, \u0924\u0947\u091c \u0907\u0928\u094b\u0935\u0947\u0936\u0928, \u0938\u0949\u092b\u094d\u091f\u0935\u0947\u092f\u0930 \u0921\u0947\u0935\u0932\u092a\u092e\u0947\u0902\u091f \u0915\u0947 \u0911\u091f\u094b\u092e\u0947\u0936\u0928 \u0914\u0930 \u0921\u0947\u0935\u0932\u092a\u0930 \u0915\u092e\u094d\u092f\u0941\u0928\u093f\u091f\u0940 \u092e\u0947\u0902 AI \u0915\u0947 \u0924\u0947\u091c\u0940 \u0938\u0947 \u0905\u092a\u0928\u093e\u0928\u0947 \u0938\u0947 \u0921\u093f\u092b\u094d\u0932\u0947\u0936\u0928 \u0915\u093e \u090a\u092a\u0930\u0940 \u0938\u094d\u0924\u0930 \u091c\u094d\u092f\u093e\u0926\u093e \u0938\u0902\u092d\u093e\u0935\u093f\u0924 \u0932\u0917\u0924\u093e \u0939\u0948\u0964<\/p>
\u0907\u0928 \u092e\u093e\u0928\u094d\u092f\u0924\u093e\u0913\u0902 \u0915\u0947 \u091a\u0932\u0924\u0947 Kotak \u0928\u0947 FY2027-28 \u0915\u0947 \u0932\u093f\u090f \u0921\u0949\u0932\u0930 \u0930\u0947\u0935\u0947\u0928\u094d\u092f\u0942 \u0905\u0928\u0941\u092e\u093e\u0928 \u092e\u0947\u0902 1-2% \u0915\u0940 \u0915\u091f\u094c\u0924\u0940 \u0915\u0940 \u0939\u0948\u0964<\/p>
\u0915\u0941\u091b \u0930\u0947\u091f\u093f\u0902\u0917 \u092e\u0947\u0902 \u092c\u0926\u0932\u093e\u0935<\/strong><\/p> \u092c\u094d\u0930\u094b\u0915\u0930\u0947\u091c \u0928\u0947 Persistent Systems \u0915\u0940 \u0930\u0947\u091f\u093f\u0902\u0917 Sell \u0938\u0947 \u092c\u0922\u093c\u093e\u0915\u0930 Reduce \u0915\u0930 \u0926\u0940 \u0939\u0948, \u0915\u094d\u092f\u094b\u0902\u0915\u093f \u0905\u092c \u0907\u0938\u0915\u0947 \u092b\u0947\u092f\u0930 \u0935\u0948\u0932\u094d\u092f\u0942 \u0915\u0947 \u092e\u0941\u0915\u093e\u092c\u0932\u0947 \u0917\u093f\u0930\u093e\u0935\u091f \u0915\u0940 \u0917\u0941\u0902\u091c\u093e\u0907\u0936 \u0915\u092e \u0926\u093f\u0916\u0924\u0940 \u0939\u0948\u0964<\/p>
BPO \u0938\u0947\u0915\u094d\u091f\u0930 \u092e\u0947\u0902 Kotak \u0928\u0947 Sagility \u092a\u0930 \u2018Buy\u2019 \u092c\u0930\u0915\u0930\u093e\u0930 \u0930\u0916\u093e \u0939\u0948, \u091c\u092c\u0915\u093f EClerx \u0914\u0930 Firstsource Solutions \u092a\u0930 \u2018Reduce\u2019 \u0930\u0947\u091f\u093f\u0902\u0917 \u0926\u0940 \u0939\u0948\u0964
\u0930\u093f\u092a\u094b\u0930\u094d\u091f \u092e\u0947\u0902 \u0915\u0939\u093e \u0917\u092f\u093e \u0939\u0948 \u0915\u093f \u0915\u0902\u092a\u0928\u093f\u092f\u093e\u0902 \u092b\u093f\u0932\u0939\u093e\u0932 \u0932\u093e\u0917\u0924 \u0928\u093f\u092f\u0902\u0924\u094d\u0930\u0923 \u0915\u0947 \u091c\u0930\u093f\u090f \u092e\u0941\u0928\u093e\u092b\u093e \u0938\u0902\u092d\u093e\u0932 \u0938\u0915\u0924\u0940 \u0939\u0948\u0902, \u0932\u0947\u0915\u093f\u0928 AI \u0915\u0947 \u092c\u0922\u093c\u0924\u0947 \u0907\u0938\u094d\u0924\u0947\u092e\u093e\u0932 \u0938\u0947 \u0915\u094d\u0932\u093e\u0907\u0902\u091f\u094d\u0938 \u091c\u094d\u092f\u093e\u0926\u093e \u092a\u094d\u0930\u094b\u0921\u0915\u094d\u091f\u093f\u0935\u093f\u091f\u0940 \u0915\u093e \u092b\u093e\u092f\u0926\u093e \u0935\u093e\u092a\u0938 \u092e\u093e\u0902\u0917 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u0906\u0917\u0947 \u091a\u0932\u0915\u0930 \u0917\u094d\u0930\u094b\u0925 \u092a\u0930 \u0905\u0938\u0930 \u092a\u0921\u093c \u0938\u0915\u0924\u093e \u0939\u0948\u0964<\/p> <\/div>
Kotak Institutional Equities IT report, Infosys stock news, TCS share price, Tech Mahindra stock outlook, Coforge stock analysis, Hexaware Technologies stock, IT sector stocks India, Kotak brokerage IT picks, top IT stocks India, tier 1 IT companies India, mid tier IT companies India, Gen AI impact on IT services, Indian IT sector outlook, Infosys TCS Tech Mahindra valuation, IT stocks investment ideas, Indian IT services industry report, Persistent Systems rating change, Sagility stock buy rating, eClerx stock reduce rating, Firstsource Solutions rating update#\u0938\u0915\u091f\u0930 #\u092e #\u0915\u0939 #\u0932\u0917\u090f #\u0926\u0935 #Kotak #\u0928 #\u092c\u0924\u090f #\u0907\u092b\u0938\u0938 #\u091f\u0938\u090f\u0938 #\u091f\u0915 #\u092e\u0939\u0926\u0930 #\u0938\u0939\u0924 #\u092f #\u0936\u092f\u0930 #\u0921\u091f\u0932\u09381772725538<\/p> ","protected":false},"excerpt":{"rendered":"
\u092c\u094d\u0930\u094b\u0915\u0930\u0947\u091c \u092b\u0930\u094d\u092e Kotak Institutional Equities \u0928\u0947 IT \u0938\u0947\u0915\u094d\u091f\u0930 \u092a\u0930 \u0905\u092a\u0928\u0940 \u0928\u0908 \u0930\u093f\u092a\u094b\u0930\u094d\u091f \u092e\u0947\u0902 Infosys, Tata Consultancy Services (TCS) \u0914\u0930 Tech Mahindra \u0915\u094b \u091f\u093f\u092f\u0930-1 \u0915\u0902\u092a\u0928\u093f\u092f\u094b\u0902 \u092e\u0947\u0902 \u0905\u092a\u0928\u0940 \u092a\u0938\u0902\u0926 \u092c\u0924\u093e\u092f\u093e \u0939\u0948\u0964 \u092c\u094d\u0930\u094b\u0915\u0930\u0947\u091c \u0915\u093e \u0915\u0939\u0928\u093e \u0939\u0948 \u0915\u093f \u0907\u0928 \u0915\u0902\u092a\u0928\u093f\u092f\u094b\u0902 \u0915\u0947 \u092e\u094c\u091c\u0942\u0926\u093e \u0936\u0947\u092f\u0930 \u092d\u093e\u0935 \u092e\u0947\u0902 \u0917\u094d\u0930\u094b\u0925 \u0915\u0940 \u0909\u092e\u094d\u092e\u0940\u0926 \u0915\u093e\u092b\u0940 \u0915\u092e \u0926\u093f\u0916 \u0930\u0939\u0940 \u0939\u0948, \u0907\u0938\u0932\u093f\u090f \u0935\u0948\u0932\u094d\u092f\u0942\u090f\u0936\u0928 \u0915\u0947 \u0932\u093f\u0939\u093e\u091c \u0938\u0947 \u0907\u0928\u092e\u0947\u0902 […]<\/p>\n","protected":false},"author":1,"featured_media":4375,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[15535,15548,15549,15541,15536,15542,15545,12784,15543,7246,15544,372,15537,15533,15540,15546,15547,11293,15534,15539,15538,3239,12421,4026,15552,7094,1334,727,15551,689,2905,147,15550,290,287,1066],"class_list":["post-4374","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-content-marketing","tag-coforge-stock-analysis","tag-eclerx-stock-reduce-rating","tag-firstsource-solutions-rating-update","tag-gen-ai-impact-on-it-services","tag-hexaware-technologies-stock","tag-indian-it-sector-outlook","tag-indian-it-services-industry-report","tag-infosys-stock-news","tag-infosys-tcs-tech-mahindra-valuation","tag-it-sector-stocks-india","tag-it-stocks-investment-ideas","tag-kotak","tag-kotak-brokerage-it-picks","tag-kotak-institutional-equities-it-report","tag-mid-tier-it-companies-india","tag-persistent-systems-rating-change","tag-sagility-stock-buy-rating","tag-tcs-share-price","tag-tech-mahindra-stock-outlook","tag-tier-1-it-companies-india","tag-top-it-stocks-india","tag-3239","tag-12421","tag-4026","tag-15552","tag-7094","tag-1334","tag-727","tag-15551","tag-689","tag-2905","tag-147","tag-15550","tag-290","tag-287","tag-1066"],"acf":[],"_links":{"self":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/posts\/4374","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=4374"}],"version-history":[{"count":0,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/posts\/4374\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/media\/4375"}],"wp:attachment":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=4374"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=4374"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=4374"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}