Stocks To Buy: TCS To LTIMindtree Among Nirmal Bang's Top Stock Bets In IT Pack After Q3 Results — Here's Why

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Nirmal Bang Report

Near-term headwinds (delayed decision making, furloughs, cautious spending) are abating, setting the stage for demand recovery.

We continue to believe that the sector is poised for a stronger FY26/FY27, with early discretionary spending recovery in BFSI, AI-driven deals, and cloud modernization momentum, further backed by improving commentary of US banks, Hyperscalers and political stability in the macros. Hence, our estimates remains ahead of consensus.

Our top picks are LTIMindtree, Coforge, Mphasis and TCS.

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