Wipro Ltd. - Margin Pressure; Growth Remains Muted
Clients continued to focus on cost optimisation and vendor consolidation, while also fast-tracking AI and modernisation initiatives.
162 Views
Wipro Ltd. - In-Line Performance; Decent Deal Wins
Clients continued to focus on cost optimisation and vendor consolidation, while also fast-tracking AI and modernisation initiatives.
795 Views
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...
155 Views
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...
197 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