Sonata Software: Near Term Challenges; Growth Revival Prolonged. Maintain ADD
Sonata Software has positioned itself as a differentiated modernization engineering and AI-driven organization aiming for top-quartile growth
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Sonata Software: Growth challenges. Maintain ADD
Sonata Software has issued an update indicating that the Q4 revenue growth for the International IT services (IITS) segment will be lower vs what...
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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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IT Sector: H1B visa fee shock, shifts in delivery model
The newly announced H-1B visa rule imposes a steep hike, requiring companies to pay USD100K per new application, a significant jump from the...
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