According to Ashwin Mehta, IT analyst at Nomura India, TCS would continue to trade at a premium over Infosys, and so prefers TCS. His other picks in the IT space are HCL, Cognizant.
HCL's EBITDA margins for the quarter at 26 percent could have been aided by perational efficiencies given the strong growth in infrastructure management services, Rajiv Mehta, IT Analyst, India Infoline said.