IT sector entering a new growth phase, says Sandip Agarwal; sees strong earnings upside ahead

India's IT sector is poised for an earnings recovery, shifting from hardware-centric AI investments to software and services. Market expert Sandip Agarwal anticipates a 6-7% annual growth, boosted by currency tailwinds and more reasonable valuations. Investors are advised to focus on software services firms with attractive PEG ratios.