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Price return has been average, nothing exciting

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Seems to be overvalued vs the market average

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Lagging behind the market in financials growth

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Average profitability - not good, not bad

Profitability

Fundamentals

Good time to consider, stock is not in the overbought zone

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The Nifty IT index closed 0.44 per cent at 43949.25.

Stock market update: Nifty IT index 0.44%

Stock Market News: Sensex and Nifty climb on Wednesday with HDFC Bank and IT stocks leading gains, fueled by foreign fund inflows.

Stock Market Today: Sensex reclaims 81,000 level in early trade on buying in HDFC Bank, IT stocks

Chief Minister N. Chandrababu Naidu to tour Visakhapatnam on December 5-6 for IT industry programme and review meeting.

CM Naidu likely to visit Vizag on December 5 and 6

White-collar hiring activity in Mumbai grew by 2 per cent in November compared to last year. Key sectors driving this growth include oil and gas, AI/ML, and FMCG. The IT sector remained stable. Cities in Rajasthan showed remarkable resilience, with Jaipur, Udaipur, and Kota leading the way. Bhubaneswar also saw a notable increase in hiring activity.

White collar hiring activity rises by 2 pc in November: Report

The Nifty IT index was trading 0.27 per cent at 43662.80.

Stock market update: Nifty IT index 0.27% in an upbeat market

The Nifty IT index closed 0.93 per cent at 43547.00.

Stock market update: Nifty IT index 0.93%

The Nifty IT index was trading 0.47 per cent at 43349.80.

Stock market update: Nifty IT index 0.47% in a weak market

HCLTech’s 228% stock returns over five years, outperforming TCS (107%) and Infosys (167%), were not driven by earnings growth or margin expansion but by a significant valuation re-rating. While its earnings grew at 9% CAGR, similar to TCS but below Infosys’ 11%, and margins declined for all three, HCLTech’s margins remain lower at 18.2% versus TCS (24.5%) and Infosys (20.7%). Historically trading at a discount to peers, HCLTech now trades almost on par with Infosys and at a narrower discount to TCS. However, its lower margins and lack of a strong competitive moat raise concerns about sustaining these valuations. With no clear growth differentiation and the potential for margin pressures, HCLTech faces a high risk of underperformance relative to TCS and Infosys, especially in a challenging IT sector environment.

HCLTech: Why the Stock is Likely to Underperform TCS and Infosys From Here

The Nifty IT index closed 0.41 per cent at 43146.25.

Stock market update: Nifty IT index 0.41%

Sandip Sabharwal shares his views on the auto sector, stating that downside risks are low unless sales numbers significantly disappoint. He remarks that the re-rating of battery stocks has already played out and will now hinge on actual delivery. He also touches upon recovery and potential upsides in defence PSUs while expressing cautious optimism for the IT sector.

What to do with auto and battery stocks now? Sandip Sabharwal answers

The sector is providing an outlet for India investors who are rattled by weak earnings in other industries and foreign outflows that have gathered pace.

India’s IT Stocks Stand Out As Trump Win Boosts Spending Bets

Aditya Birla Sun Life Nifty IT ETF objective is to generate returns, before expenses, that are commensurate with the performance of the S&P 500 Top 50 Total Return Index, subject to tracking error and forex movement