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Motilal Oswal Report
The near-term macro uncertainties and no meaningful sign of recovery in discretionary IT spending are key concerns for large-cap names; however, we expect mid-tier players to continue their outperformance.
Among tier-I players, HCLTech Ltd. is one of the key beneficiaries of having a defensive business mix, which should support its growth in the current environment.
Among tier-II players, our preference lies with Cyient Ltd., which is poised for robust performance. This will be supported by the revival in the aerospace vertical, the moderating challenges in sectors such as railways and communications, and a strong portfolio in its sustainability business.
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