Sandip Agarwal from Sowilo Investment Managers believes large-cap IT firms are unlikely to exceed 6-7% revenue growth in the long term. He finds their current valuations, with PE multiples above 20, unattractive. Sowilo Investment Managers sold their large-cap IT holdings after a 40-50% gain, citing high multiples and limited growth potential, focusing instead on deep value investments.
Adani Total Gas Q1 Results: Cons PAT down 4% YoY to Rs 165 crore but revenue rises 21%
Adani Total Gas reported a slight dip in Q1 net profit, reaching Rs 165 crore, while revenue surged by 21% to Rs 1,498 crore. Volume
July 28, 2025