Amit Khurana backs LTIMindtree, OFSS and eClerx as tactical bets

Amit Khurana of Dolat Capital has upgraded India's IT sector, citing depressed valuations and rupee depreciation as key drivers. He believes the market is underpricing these tailwinds, projecting double-digit net earnings growth for IT exporters by FY27. Khurana also highlighted four specific IT stocks he is backing, including LTIMindtree, OFSS, eClerx Services, and Intellect Design Arena.