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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Impact of India-US Trade Deal
The US has decided to reduce the reciprocal tariff on Indian goods to 18% from the earlier 50%. The trade deal is structurally positive for India’s...
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HSIE Results Daily: Infosys, Union Bank of India
INFY delivered a strong Q3 performance with CC growth of 0.6/1.7% QoQ/YoY. The adjusted EBIT margin expanded by 20bps sequentially to 21.2%, which...
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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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