IT Sector: Disruption yields opportunities
As noted in our December 2025 sector update, we initially pegged AI's deflationary impact at ~4%, anticipating offsets from fresh deal wins
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HSIE Results Daily: Tata Consultancy Services, HCL Technologies
TCS reported +0.8% QoQ revenue growth in CC terms, ahead of our expectation of 0.6% CC, while operating margins remained stable at 25.2%
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IT (Q3FY26E Results Preview): Seasonal weakness, improving visibility
The Indian IT services sector is headed for a seasonally weak Q3FY26, with Tier1 players expected to deliver ~0.6–2.1% QoQ CC growth and mid-tier...
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Information Technology: Growth revival: Cloud to AI led services
The Indian IT services sector is positioned for a growth recovery starting in 2026, following a phase of muted performance from 2022 to 2025
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IT Sector (Q2FY26E Results Preview): Steering through uncertainty
The overall deal pipeline remains steady, with deal wins in cost optimization, infrastructure modernization, and AI-led initiatives.
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