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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India’s Kavach 4.0: The ₹50,000 Crore Safety Boom Enters High-Gear
Indian Railways upgrades to Kavach 4.0 for safer, faster operations on high-density corridors, with potential for massive revenue growth.
939 Views
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
332 Views
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.
452 Views
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...
438 Views