Infosys’ AI push reassures on business strength, but valuation worries linger, says Sandip Agarwal

February 18, 2026

Indian IT firms’ robust business models, honed over decades, are well-equipped to navigate AI disruption, according to analyst Sandip Agarwal. While valuations remain a concern, the sector’s ability to reskill and adapt to client needs, coupled with significant AI opportunities, suggests resilience. Strong industry preparedness for AI implementation promises substantial revenue growth in the coming years.

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