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Indian IT firms likely to report muted Q1 growth amid AI spending, macro uncertainty - The Economic Times

I<b></b>ndia's Information Technology (IT) companies are expected to report another quarter of subdued earnings growth despite seasonal strength, due to client-specific issues, weakness in select verticals and geopolitical uncertainty. Addressable tech spending in Indian IT companies is expected to remain softer year-on-year as enterprises redirect technology budgets towards artificial intelligence (AI) initiatives and Global Capability Centres (GCCs), according to a report by Systematix Research.

Raccontata daeconomictimes.indiatimes.comthehindubusinessline.com

Confronto fonti

2 prospettive sulla stessa storia
AI · summaries
economictimes.indiatimes.comStai leggendo2 h fa

Indian IT firms likely to report muted Q1 growth amid AI spending, macro uncertainty - The Economic Times

I<b></b>ndia's Information Technology (IT) companies are expected to report another quarter of subdued earnings growth despite seasonal strength, due to client-specific issues, weakness in select verticals and…

originale
thehindubusinessline.com1 g fa

IT sector likely to see weak 1QFY27; West Asia crisis, GenAI to weigh on revenues: Report

India's IT sector is likely to see a weak start to 1QFY27, with revenues hit by the West Asia crisis and higher productivity pass-throughs in managed services contracts

Timeline cronologica

  1. mercoledì 1 luglio 2026·economictimes.indiatimes.com

    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…

  2. giovedì 2 luglio 2026·economictimes.indiatimes.com

    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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originale
  • giovedì 2 luglio 2026·economictimes.indiatimes.com

    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…

  • giovedì 2 luglio 2026·economictimes.indiatimes.com

    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…

  • venerdì 3 luglio 2026·thehindubusinessline.com

    IT sector likely to see weak 1QFY27; West Asia crisis, GenAI to weigh on revenues: Report

    India's IT sector is likely to see a weak start to 1QFY27, with revenues hit by the West Asia crisis and higher productivity pass-throughs in managed services contracts

  • venerdì 3 luglio 2026·economictimes.indiatimes.com

    AI hiring outpaces overall IT recruitment in India: report - The Economic Times

    India's IT sector is prioritising artificial intelligence (AI) hiring, with AI roles seeing a 16% year-on-year surge in June, contrasting with an overall 3% decline in IT jobs.…

  • sabato 4 luglio 2026·economictimes.indiatimes.com

    Indian IT firms likely to report muted Q1 growth amid AI spending, macro uncertainty - The Economic Times

    I<b></b>ndia's Information Technology (IT) companies are expected to report another quarter of subdued earnings growth despite seasonal strength, due to client-specific issues,…