← Top stories
Results▼ Bearish for Infosys
IT Q2 Preview: Large-cap firms seen posting weakest growth in three years; midcaps may outperform
The brief
- Large-cap Indian IT firms may post their weakest Q2FY27 growth in three years
- Midcaps may outperform; an Infosys guidance cut is expected
- Weak growth expectations and possible guidance cuts weigh on Indian IT stocks, including Infosys
- Explained - What do the Accenture results mean for Indian IT companies
- AI winners and losers are emerging in Indian IT, says BNP’s Kumar Rakesh
- Accenture expects higher AI spending by clients as token costs fall
- Accenture’s managed services momentum offers positive signals for Indian IT
- Accenture Results Spark IT Sector Rally; Cognizant, Salesforce, IBM Surge Up To 12%
Indian IT firms’ Q2 FY27 outlook
Brokerages expect muted Q2 FY27 growth for large Indian IT firms, with demand conditions little changed from the June quarter and growth relying partly on acquisitions. Large caps may record their weakest growth in three years, while midcaps could outperform; Infosys is expected to cut its FY27 guidance, currently 1.5%-3.0%.
Friday, 2 October
- IT Q2 Preview: Large-cap firms seen posting weakest growth in three years; midcaps may outperform