Indian IT sector exhibits resilience amid world headwinds: Gaurang Shah

The most recent quarterly numbers from India’s prime IT companies recommend the sector continues to indicate resilience regardless of home and world challenges. Whereas Infosys reported a powerful efficiency, Wipro’s outcomes had been considerably disappointing.

Talking to ET Now, Gaurang Shah from Geojit Investments summarized the latest outcomes:

“On the IT entrance, there was anticipation of disappointing numbers attributable to world and native headwinds. However from TCS to Infosys and Mphasis, there was no disappointment, which is nice information. Relying on administration technique, we should always see enchancment within the coming quarters and subsequent monetary 12 months. Any decision between the US and India on commerce will additional help the sector. H-1B visa points gained’t considerably influence the underside line, and ventures into information centres and Gen AI will enhance future development.”

On Infosys’ revised income outlook for FY26, Shah mentioned:

“It displays the alternatives not simply in India, but additionally within the Americas and different areas. IT managements are conservative in steerage, typically under-promising and over-delivering. Issues about AI impacting corporations are being managed, and the main focus is on leveraging new AI platforms. Quarter-on-quarter numbers matter lower than the long-term horizon.”

Analysts view these developments positively, indicating Indian IT companies are positioned to capitalize on rising applied sciences and world alternatives, regardless of ongoing commerce negotiations and visa considerations.