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Mphasis, Happiest Minds Among Anand Rathi's Top Pick In Mid-Cap IT; Birlasoft Gets 'Buy' Upgrade; Q2 Review
When AI leaders wobble, Nifty IT outperforms as global investors seek a safer way to stay in tech exposure, anchored in cost-take out and GenAI-infuseduse case solutions.
01 Dec 2025, 03:43 PM IST 
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Mid-cap IT delivered steady, broad-based growth in Q2 FY26 on the back of cost take out deals amid continued weakness in discretionary spending. (Photo Source: pexels)
Anand Rathi remains optimistic about H2, citing strong deal pipelines, AI-led transformation, and BFSI recovery as key growth levers. However, risks include prolonged macro uncertainty and pricing pressure from productivity gains.
