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Why Are MidCap IT Stocks Delivering Multibagger Returns? Ft Ramesh Mantri & Abhijeet
Original: MidCap IT Stocks ఎందుకు MultiBagger💰Return Deliver చేస్తున్నాయి? ft Mr.Ramesh Mantri & Mr.Abhijeet
Takeaway
Midcap IT's expanded P/E reflects durability and growth markets previously under-priced — don't anchor to historical multiples.
Summary
- Ramesh Mantri (White Oak) discussion: midcap IT multiples have expanded much more than largecap IT since 2020.
- Warns against 'multiple anchoring' — high P/E vs 5-10y average doesn't automatically mean overvalued.
- Post-COVID markets reassessed business model resilience and durability of growth in midcap IT.
- Core valuation principle: PV of future cash flows, not historical multiple averages.
midcap ITvaluationWhite Oak
Original description
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