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Coforge says AI lifted margins. Rivals see 'AI deflation'.

Coforge posted 49% rupee revenue growth and a 414bps EBIT margin gain. It closed a $2.35bn acquisition and disclosed no organic growth figure.

Raccontata da

morningstar.com

thehindubusinessline.com

economictimes.indiatimes.com

thenextweb.com

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4 prospettive sulla stessa storia

AI · summaries

thenextweb.comStai leggendo2 g fa

Coforge says AI lifted margins. Rivals see 'AI deflation'.

Coforge reports $592.2m revenue (+33% YoY), EBIT/EBITDA margins +414/285 bps on AI-led services; HCL and peers warn of "AI deflation" and revenue decline. This signals margin expansion for AI-scaled IT versus legacy competitors—reshaping vendor economics.

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Timeline cronologica

martedì 28 luglio 2026·morningstar.com
Coforge delivers 49% YoY Growth, PAT increases 110% YoY
Coforge delivers 49% YoY Growth, PAT increases 110% YoY
martedì 28 luglio 2026·thehindubusinessline.com
Coforge shares jump over 9% after Q1FY27 profit rises 49% y-o-y
Coforge shares surge over 9% after a strong Q1FY27 report shows 49% profit growth year-on-year.

Coforge says AI lifted margins. Rivals see 'AI deflation'.

Confronto fonti

Coforge says AI lifted margins. Rivals see 'AI deflation'.

Timeline cronologica

Coforge delivers 49% YoY Growth, PAT increases 110% YoY

Coforge shares jump over 9% after Q1FY27 profit rises 49% y-o-y

Coforge Q1 Results: Profit soars 63% to Rs 519 crore driven by Encora acquisition, AI-led services demand

Coforge delivers 49% YoY Growth, PAT increases 110% YoY

Coforge shares jump over 9% after Q1FY27 profit rises 49% y-o-y

Coforge shares surge 7% after Q1 profit spikes 63% YoY

Coforge says AI lifted margins. Rivals see 'AI deflation'.

Coforge Q1 Results: Profit soars 63% to Rs 519 crore driven by Encora acquisition, AI-led services demand

Coforge Q1 profit up 63% to Rs 519 crore; revenue rises 24% - The Economic Times

Coforge shares rally 5% after strong Q1 earnings; net profit surges 63% YoY