Welcome to the very first edition of Smart Picks Weekly — your curated investing snapshot from Smart Niveshak. Every Wednesday, we bring you a quick digest of the Indian stock market with sector trends, stock ideas, and free tools to sharpen your investing game.
Sector to Watch: IT Services
India’s IT sector is showing signs of stabilization after a weak FY24. Here’s why we’re watching it this week:
- Midcap IT stocks have risen 10–12% in the last month
- Margin guidance from top firms has improved
- BFSI-led demand recovery in the U.S. and Europe
Verdict: Green shoots are visible. Selective picks may outperform.
Top 2 Stock Ideas
LTIMindtree
- ROCE: 22%
- Strong BFSI pipeline, healthy margin profile
- Digital revenues >65%, strong growth visibility
Why It’s Smart: Attractive valuation compared to Tier-1 peers + order book momentum.
2. Coforge
- Europe Revenue: +17% QoQ
- Order book continues to grow YoY
- Active in travel, BFSI, and healthcare segments
Why It’s Smart: Robust midcap player, efficient delivery, consistent client additions.
Quick Insight
NIFTY IT Index has outperformed the broader market:
+12.4% in last 30 sessions, while NIFTY 50 gained ~7.1%.
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