I think you have selected a good company in IT for long term. Tata and Digital is a good combo. LTTS is also fine in Digital engineering space. PE owned Mphasis is also giving good results after Blackstone acquired it.
I would include Honeywell Automation also into Digital tech firm. Parts of 3M, Siemens, ABB are doing cutting edge technology in India. Sadly none is focussed only on digital.
Honeywell seems closest but not sure on valuations and MNC parent’s future roadmaps.
Disc: Have tracking position in Tata Elxsi, LTTS and Mphasis. This is not a buy/sell recommendation
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