Veteran market strategist Samir Arora has turned optimistic on select new-age technology companies, pointing to improving profitability, rising institutional inflows, and business model scalability. Tech-focused mutual funds have reported a 22% jump in monthly investments, highlighting renewed investor confidence in digital-first firms. Arora added that sector consolidation is paving the way for stronger earnings visibility, positioning India’s tech space for a more mature and sustainable growth trajectory in FY26.