Indian It Sector

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

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

Clouds of uncertainty: AI disruption puts India's IT sector in rethink mode

Industry converges at 34th Nasscom Technology & Leadership Forum 2026 beginning today

India-EU FTA: One-stop hub to aid movement of skilled professionals to EU

Supports IT services industry and students

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.

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.

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.

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.

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.

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.

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

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

Kautilya Conclave: AI boosting services exports, says World Bank economist

South Asia Chief Economist Franziska Ohnsorge flags India's low net FDI flows

Clash of the titans: Legal disputes among IT services firms on the rise

Platform-based, intellectual property-driven models trigger cases

IT sector sees muted FY26 growth; recovery likely with AI adoption: Report

The Indian IT sector is experiencing subdued growth, with industry guidance and recent results pointing towards a muted outlook for FY26, though a recovery in FY27 is possible with recovery in key export markets and adoption of new technology. According to HSBC Global Research, near-term discretionary spending among clients remains weak, but there are signs of acceleration in the next fiscal year, especially as adoption of artificial intelligence (AI) among enterprises gathers pace. While the near-term demand environment remains soft and unchanged, FY27 is likely to see pick-up in demand driven by recovery in the US macro and increase in demand from IT companies looking to drive enterprise scale AI adoption, HSBC Global Research said. Key indicators show that the Indian IT sector has faced challenges related to global macroeconomic uncertainty, client cost optimisation, and delayed decision-making. Major Indian IT firms such as TCS, Infosys, and HCLTech reported healthy large deal .

Non-tech sector continues to hire more vs tech sector, says Xpheno

The non-tech sector collective continues to hold the majority contributor status (52 per cent), which it took over from the tech sector in October 2022

Accenture's muted guidance throws light on challenges for Indian IT sector

Accenture's 2-5 per cent growth guidance despite strong bookings highlights subdued IT demand, hitting Indian IT stocks already under pressure from tariffs and visa fees

Trump's H-1B shock: Offshoring likely to get lift, IT cos may take a hit

New US visa fee piles pressure on Indian IT firms, threatening margins and accelerating shift to GCCs, automation, and local hiring

A shock to IT: Indian companies should take the H-1B hit and move on

The decision also shows that Mr Trump is becoming more radical with his time in office, not less