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Multi Bagger Returns from IT Stocks ft. Ramesh Mantri, Sr. Fund Manager, White Oak Capital
Original: Multi Bagger💰 Return ఇవ్వనున్న IT Stocks ft Mr.Ramesh Mantri Sr.Fund Manager white oak capital
Takeaway
Indian IT services remains a structural multi-bagger opportunity due to massive scale, profit growth, and untapped ER&D outsourcing.
Summary
- Ramesh Mantri (White Oak Capital) argues Indian IT services has multi-year runway as a 'durable bridge' between global enterprises and tech companies.
- Global IT services TAM is ~$3 trillion; ~$1B outsourced and India captures ~$120B (~12% of global tech outsourcing spend).
- IT sector profit share in Nifty rose from 3% (2000) to current parity with index weight; IT profits grew 15% CAGR vs Nifty 9% over last decade.
- TCS profits alone exceed entire FMCG sector profits — scale of Indian IT is massive.
- Engineering R&D outsourcing still under-penetrated — next leg of growth as auto (Toyota, Honda) must compete with Tesla/Google via outsourced tech.
IT-stockswhite-oakmulti-bagger
Original description
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