IT Sector – TCS & Other Large‑/Mid‑Caps Context: IT stocks are poised for a structural breakout due to sustained digital transformation demand, steady deal wins, and improved margins. Key Stocks: TCS (Nifty 50), Infosys,

among top picks. Learning: Understand client portfolio diversification and margin resilience as growth drivers. Evaluate operating leverage: rising revenues with stable cost base. Track technicals: breakout above 200‑DMA signals a shift to uptrend.