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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 decision-making. Analysts anticipate some companies may revise their annual revenue growth targets downwards. KPIT Technologies has already flagged a potential dip in its Q1 performance, citing sudden client actions. Demand is expected to remain soft, particularly impacting discretionary projects.
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thehindubusinessline.com
Indian IT faces FY27 guidance cut risk as AI, geopolitics cloud demand
Indian IT faces potential FY27 revenue cuts due to AI spending shifts, geopolitical risks, and uncertain demand conditions.
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economictimes.indiatimes.com
KPIT Tech shares in focus as company expects Q1 revenue decline, sharp hit to margins. Crash ahead?
KPIT Technologies anticipates a significant drop in its first-quarter FY27 financial performance, with revenue expected to decline by approximately 1% year-on-year. This downturn…
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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…
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Nomura expects IT firms to see 'anaemic' growth in FY27. Here are latest target prices for Infosys, TCS, and others
Nomura expects subdued near-term growth for Indian IT companies as macro uncertainty and weak tech spending weigh on demand ahead of Q1 earnings. However, it sees long-term…
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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…
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IT braces for a cold Q1 as guidance cuts loom in the horizon - The Economic Times
Analysts widely expect companies in the sector to lower full-year growth guidance, as client spending remains constrained by macroeconomic uncertainty, AI-driven pricing pressure…
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Falling crude, stable macros set stage for India's next growth phase: Aditya Kondawar
India's equity markets face a crucial earnings season with supportive macroeconomics, yet IT sector sentiment is dampened by AI uncertainties and slowing growth. Expert Aditya…