Results▼ Bearish for Indian equities
Indian IT’s Q2 earnings dilemma deepens: More deals but weaker growth and falling pricing power
The brief
- Indian IT firms face stronger deal activity but weaker growth and falling pricing power ahead of Q2 results
- Weaker growth and pricing power could pressure earnings across Indian IT services companies
- Accenture Q4 beat boosts AI demand hopes; pricing pressure remains a worry for Indian IT
- Accenture forecast lifts Indian IT stocks, but investors remain divided on the outlook
- IT Q2 Preview: Strong Deal Wins, AI Pressure, Slow Conversion - Key Things To Watch
- India fastest-growing Asia market for NetApp; BFSI, IT services key drivers
- Greed and Fear Report: Chris Wood-led Jefferies sees IT earnings soaring 65% on AI boom but flags this as a key risk
Indian IT firms’ muted Q2 growth outlook
Analysts expect muted Q2FY27 growth for Indian IT firms amid weak discretionary spending, macro uncertainty and AI-led pricing pressure; large caps may underperform mid-caps. Infosys’ FY27 revenue growth guidance of 1.5%-3.0% is expected to face a possible cut or narrowing.
Monday, 5 October
- Indian IT’s Q2 earnings dilemma deepens: More deals but weaker growth and falling pricing power