Mid-cap IT firms better positioned amid AI adoption and H-1B changes: Equirus Capital
Mid-cap Indian IT companies could be better positioned than large caps as enterprise demand rises and AI-led upskilling accelerates, says Equirus Capital’s Sandeep Gogia. The US H-1B visa overhaul may prompt more local hiring and offshoring, with limited margin impact and potential mid- to high-single-digit growth in FY27.
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