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Saigal Capital's founder, Anshul Saigal, anticipates tariffs positively impacting India, presenting buying opportunities post-volatility. He sees value in companies benefiting from volume and price increases, particularly in pharma (CDMO) and metals. Despite tech's potential, high valuations make it currently less appealing, with uncertainty creating opportunities in specific sectors like textiles.
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Timely participation in cycles like renewables, ESDM, capital goods, and infra, which experienced strong tailwinds due to government policies and rising demand.
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Infosys reported a 12% YoY drop in Q4 profit to Rs 7,033 crore, with revenue rising 8% but declining 3.5% QoQ in constant currency. FY26 guidance was muted at 03% growth. Brokerages maintained cautious stances, citing macro uncertainty and delayed deal conversions, though free cash flow hit record levels, and margins improved marginally.
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