Indian It Sector
HCL Technologies, Infosys at 52-week lows; shares slide up to 17% in 1 week
Analysts believe HCL Technology's softer revenue guidance versus expectations and an AI deflation impact of 3-5% will likely raise concerns about overall industry growth for FY27.
 "HCL Technologies, Infosys at 52-week lows; shares slide up to 17% in 1 week")
AI, Iran, and capital flows: Warning signs for India's middle class
Job losses, reduced asset values, increased inflation can have many long term impacts on the morale and the social fabric that will be hard to predict
 "AI, Iran, and capital flows: Warning signs for India's middle class")
Tech Mahindra Q4 results: Net profit rises 16% to ₹1,354 cr, revenue up 13%
Tech Mahindra reported a 16 per cent rise in Q4 FY26 net profit, while revenue grew 12.6 per cent year-on-year, though profit missed Bloomberg estimates
 "Tech Mahindra Q4 results: Net profit rises 16% to ₹1,354 cr, revenue up 13%")
TCS flat ahead of Q4 results; investors watch for AI progress, deal TCV
The IT sector is expected to have a subdued quarter, with revenues likely to remain flat due to the ongoing geopolitical situation
 "TCS flat ahead of Q4 results; investors watch for AI progress, deal TCV")
Q4 results preview: IT cos set for soft finish to FY26 as war clouds gather
West Asia conflict, GenAI fears, and cautious clients weigh on demand
 "Q4 results preview: IT cos set for soft finish to FY26 as war clouds gather")
Earnings outlook for Indian IT sector remains subdued: Geojit's Vinod Nair
AI adoption is reshaping cost structures, leading to shorter project timelines and thereby layoffs in low-skill roles, said Geojit's Vinod Nair
 "Earnings outlook for Indian IT sector remains subdued: Geojit's Vinod Nair")
To trade coders for AI 'Legos', India needs a smarter long-term deal
As India pivots from software services to AI token "factories" with tax breaks for global firms, questions arise over jobs, skills and the future of its $200 billion IT export engine
 "To trade coders for AI 'Legos', India needs a smarter long-term deal")
Clouds of uncertainty: AI disruption puts India's IT sector in rethink mode
Industry converges at 34th Nasscom Technology & Leadership Forum 2026 beginning today
 "Clouds of uncertainty: AI disruption puts India's IT sector in rethink mode")
India-EU FTA: One-stop hub to aid movement of skilled professionals to EU
Supports IT services industry and students
 "India-EU FTA: One-stop hub to aid movement of skilled professionals to EU")
Mphasis Q3 in line; AI-led deal pipeline lifts FY27 growth hopes: Analysts
Nomura said the quarter was "largely in line," noting that revenue growth was marginally ahead of its estimate and that margins were close to expectations.
 "Mphasis Q3 in line; AI-led deal pipeline lifts FY27 growth hopes: Analysts")
Persistent Systems slips 5% on profit booking despite strong Q3 show
Persistent Systems share price today: Market participants attributed the decline largely to profit booking after a sharp rally over the past few months rather than any deterioration in fundamentals.
 "Persistent Systems slips 5% on profit booking despite strong Q3 show")
TCS Q3 delivers steady show, brokerages split on growth outlook
TCS Q3 results impact: The common thread across analysts is that while Q3 execution remains strong and margins resilient, clear visibility on broad-based demand acceleration is still missing.
 "TCS Q3 delivers steady show, brokerages split on growth outlook")
India's top IT firms likely to report muted growth as US demand softens
India's IT companies earn a significant share of their revenue from the United States, making the world's largest economy crucial for the sector
IT cos eye CY26 rebound as AI demand outweighs Q3 weakness: Motilal Oswal
After a modest recovery in Q2 on low expectations, Motilal Oswal expects December quarter (Q3) to revert to typical seasonal softness, with furloughs weighing on growth across large IT services firms.
 "IT cos eye CY26 rebound as AI demand outweighs Q3 weakness: Motilal Oswal")
Nifty IT sees 'Golden Cross', up 15% in 3 months; will recovery continue?
Analysts believe that valuation comfort coupled anticipated revival in earnings and possible reversal of AI trade offer a better risk-reward scenario for Indian IT firms.
 "Nifty IT sees 'Golden Cross', up 15% in 3 months; will recovery continue?")
India IT sector nearing FY27 revival; AI ramp-up to be key, says Nomura
Valuations across the sector remain attractive, but Nomura stays selective. It has rolled forward its valuation framework to H1FY28 while maintaining target multiples.
 "India IT sector nearing FY27 revival; AI ramp-up to be key, says Nomura")
IT is in the headlines but still ranks third in Indian services sector
The services sector's contribution to India's economy more than doubled over the last decade, with IT services GVA growing nearly fourfold despite current industry headwinds
 "IT is in the headlines but still ranks third in Indian services sector")
Banking sector faces challenge of customer service: Arundhati Bhattacharya
At the Business Standard BFSI Insight Summit 2025, Salesforce CEO Arundhati Bhattacharya said customer service remains a major challenge for banks as they strive to balance convenience with security
 "Banking sector faces challenge of customer service: Arundhati Bhattacharya")
Kautilya Conclave: AI boosting services exports, says World Bank economist
South Asia Chief Economist Franziska Ohnsorge flags India's low net FDI flows
 "Kautilya Conclave: AI boosting services exports, says World Bank economist")
Clash of the titans: Legal disputes among IT services firms on the rise
Platform-based, intellectual property-driven models trigger cases
 "Clash of the titans: Legal disputes among IT services firms on the rise")