Choice Institutional Equities has outlined a favourable risk-reward profile for the IT sector, noting that large-cap IT services companies are trading near their 10-year average valuation multiples, while mid-tier firms are valued below historical peaks. This environment is seen as constructive for investors, especially those focused on companies with robust execution and attractive pricing. Advertisement

According to Choice Institutional Equities, "We remain constructive on companies with strong execution track records, healthy deal wins, limited exposure to tariff-sensitive verticals and attractive valuations." Preferred long-term investment picks include TECH Mahindra, Happiest Minds, ZEN Technologies, and KPIT.

The global IT services industry continues to accelerate its adoption of

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