Q2FY26 company results: ICICI Lombard, Ireda, ICICI Prudential Life Insurance, and Leela Palaces Hotels & Resorts will also release their Sept quarter earnings reports today
Stocks to watch today: Oil India, KEC International, JD Cables, and Anant Raj among otherer top stocks to watch today.
Investor focus is expected on TechM's deal-win momentum, growth in financial services, H-1B visa risks, deal pipeline health, revenue retention, and GenAI's impact
Ambit analysts see HDFC Bank benefiting from accelerating credit growth, normalisation in cost of funds, and focus on high-yield segments like MSME, gold, and unsecured retail loans.
However, thus far in the calendar year 2025, the IT index has underperformed the market by falling 20 per cent, as against 4.7 per cent rise in the BSE Sensex
Infosys, TCS, HCL Technologies and Tech Mahindra are scheduled to announce Q2FY26 results in the next 10 days; here's a technical check on these 4 IT shares.
While the first few months of the financial year saw no notable deterioration, as called out by the companies in July
India's software exports rose 12.7% in FY25, yet listed IT groups saw only 3.8% growth, with market share slipping as unlisted firms and GCCs expand faster
The BSE IT index also fell 3.5 per cent in the intraday trade. Thus far in calendar year 2025, the BSE IT index has underperformed the market by sliding 19 per cent
Nuvama, in a recent report, upgraded the IT sector to 'Overweight' from 'Underweight', noting that the space has largely become a trading and relative valuation call
According to the Nuvama report, the deflationary impulse from tariff-driven global slowdown is likely to hurt domestic cyclicals the most.