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IT growth vectors "clearly missing"; EV capex pullback hits ER&D players: Mayuresh Joshi
India's IT and ER&D sectors are navigating a structural slowdown, with EV capex cuts impacting companies like KPIT. Near-term macro risks, including geopolitical tensions and inflation, cloud the outlook. Metals face price pressure from increased supply, though low inventories offer future potential. Kotak's Standard Chartered deal appears fairly priced, but execution is key. Mid-sized private banks, however, present a stronger opportunity, while broking stocks face RBI headwinds.
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economictimes.indiatimes.com
Timeline cronologica
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Rahul Jain sees challenging FY27 for KPIT despite strong deal pipeline
KPIT Technologies faces near-term growth concerns due to project setbacks, impacting its FY27 outlook. Analysts anticipate a challenging Q1, with recovery expected only in the…
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IT growth vectors "clearly missing"; EV capex pullback hits ER&D players: Mayuresh Joshi
India's IT and ER&D sectors are navigating a structural slowdown, with EV capex cuts impacting companies like KPIT. Near-term macro risks, including geopolitical tensions and…
- ·
Macros, AI, geopolitical overhang to drag Q1 showing of IT cos: Motilal Oswal - The Economic Times
Indian IT firms are bracing for a subdued first quarter of FY27, with global economic headwinds, AI's impact, and geopolitical tensions dampening client spending and…
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KPIT outlook shock sends IT stocks sliding as growth worries intensify
Mid-cap IT stocks faced a significant downturn Wednesday, led by KPIT Technologies' warning of a near-term revenue slowdown. This has amplified investor worries about Artificial…