Saturday, 3 October 2026Updated 13m ago
← Market pulse
Broker call● Neutral for Indian equities

AI deflation, weak demand to keep large IT growth muted in Q2FY27; mid-tier to outperform: Kotak

1 source · first seen 12:23 30 Sept · updated 12:23 30 Sept

Tags on this story

Pick a tag to see all its stories
AI47 todayIT demand3 today

Linked by the tag IT demand

30 stories this week
  1. 2 OctIndia's IT companies likely to see sombre H1 FY27 as weakness persists1 source · Persistent macroeconomic uncertainty and geopolitical volatility weigh on demand
  2. 2 OctExplained - What do the Accenture results mean for Indian IT companiesResults · 2 sources · Infosys and Wipro ADRs gained over 6% after Accenture's results
  3. 2 OctIT Q2 Preview: Large-cap firms seen posting weakest growth in three years; midcaps may outperformResults · 1 source · Large-cap Indian IT firms may post their weakest Q2FY27 growth in three years
  4. 2 OctAI winners and losers are emerging in Indian IT, says BNP’s Kumar RakeshBroker call · 1 source · AI-driven revenue deflation and weak tech spending are reshaping India’s IT sector
  5. 1 OctAccenture expects higher AI spending by clients as token costs fallResults · 1 source · Accenture expects higher client AI spending as token costs fall; its shares rose 22% in New York
All IT demand stories →

Read the reports

1 report · earliest 12:23
Economic TimesAI deflation, weak demand to keep large IT growth muted in Q2FY27; mid-tier to outperform: Kotak12:23