Sagility India is a fast-growing IT midcap added to Jefferies’ mannequin portfolio by trimming publicity to Infosys. The brokerage initiatives 28% EPS CAGR, the very best amongst its peer set, pushed by margin growth, Broadpath synergies, and deleveraging. Even after a current rally, the inventory trades at 28x FY26 PE, a 20–30% low cost to comparable BPM firms.
(Disclaimer: Suggestions, strategies, views and opinions given by the consultants are their very own. These don’t characterize the views of the Financial Occasions)
