IT Sector (Q4FY26E Results Preview): Navigating Uncertainty, Valuations Turn Attractive
Launch of new models from Gen-AI platforms like Claude and Palantir fuelled a ~24% correction over the past three months on fears of disrupting...
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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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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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HSIE Results Daily: Tech Mahindra, ICICI Lombard General Insurance...
Tech Mahindra: Tech Mahindra delivered a robust performance, surpassing expectations on the top line, with a sequential CC growth of 1.6% QoQ...
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