Analysts expect margin to improve, supported by favourable seasonality in the products business, AI-led productivity gains and the benefit of a weaker rupee
The Nifty IT index needs to breakout above 38,500 resistance, for a likely 13 per cent rally, says Kunal Shah, Senior Technical Analyst at Mirae Asset ShareKhan.
Analysts said key factors to watch will include TCS's measures underway to accelerate revenue growth, deal pipeline, and overview of client budgets and progress on planned data centre investments
IT companies are projected to report subdued growth in the third quarter of FY26, as ongoing pressure on discretionary spending continues to impact the sector
Antique expects near-term moderation in technology spending in the US, given subdued consumer confidence and cautious end-demand trends
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.
Analysts think financials, metals, and IT sectors are trading at 'relatively' better values and may offer suitable entry points at current levels
Infosys share price gained over 3 per cent, recording its best intraday gain since November 19 as Infosys McCamish Systems LLC received a final approval from the US court for its settlement agreement
Nomura, which termed Coforge its "top pick in the mid-cap India IT services sector," said the company is banking on a solution-led sales strategy to maintain its growth trajectory.
Data shows that the Nifty Media index has crashed 20 per cent so far in 2025; while Nifty IT and Nifty Realty tanked 14 per cent each. Here are the key levels to watch out for as per technical charts.
For an investor in the lower tax slabs, it would be better to participate in the Infosys buyback as it would leave them with higher proceeds, analysts said
Nuvama noted that IT services companies outperformed expectations in Q2, supported by stronger growth, margin expansion, and healthy deal wins
The US could substantially slash tariffs on Indian exports as the two countries near a trade deal that could see New Delhi cutting oil purchases from Russia, according to reports
Infosys shares fell even after it raised the lower end of its annual revenue guidance
Tech Mahindra's new deals in the second quarter were worth $816 million, up 35.3 per cent from last year
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On the bourses, the Nifty IT index is the worst-performing sector so far this year. The index is down 16 per cent in 2025
US Federal Reserve cut interest rates by 25 basis points and pencilled in two more reductions this year
Infosys will buy back 100 million shares at an average price of ₹1,800, representing 2.41 per cent of its paid-up equity capital