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What is happening to the Indian IT bench? | Explained

• Indian IT companies are managing bench staff more tightly as project demand fluctuates
• The bench is shifting from a strategic buffer to a talent pool shaped by utilisation
• Utilisation and staffing practices affect margins at Indian IT services firms

India's IT companies likely to see sombre H1 FY27 as weakness persists

• Persistent macroeconomic uncertainty and geopolitical volatility weigh on demand
• AI-led pricing and productivity pressures are also weighing on India’s IT companies
• Weak demand could weigh on Indian IT services companies’ revenue and earnings

Tier-2 IT firms likely to lead Q2FY27 growth despite Gen-AI, geopolitical challenges: Report

Wipro breaks ranks with IT peers, gives junior staff 180 days on bench: Where do TCS, Cognizant, Infosys stand?

• Wipro gives junior and mid-level staff up to six months to find a billable role
• Longer bench periods may affect Wipro’s staffing costs and margins

Explained - What do the Accenture results mean for Indian IT companies

• Infosys and Wipro ADRs gained over 6% after Accenture's results
• Positive IT demand signals may support Infosys and Wipro shares

IT Q2 Preview: Large-cap firms seen posting weakest growth in three years; midcaps may outperform

• 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

Accenture forecasts 3-6% FY27 revenue growth after Q4 revenue beats guidance

• Q4 revenue was $18.7 billion, up 6% year-on-year and above the high end of guidance
• FY27 revenue growth forecast at 3% to 6%, above analysts’ estimates of 3.9%
• Accenture’s outlook eases AI concerns, lifting sentiment for Indian IT services companies

TCS, Wipro, Infosys, HCL Tech: Why experts see IT stocks' price jump on Monday — What's giving the boost?

• Experts see Accenture’s better-than-expected results as a positive for Indian IT majors
• Accenture’s results may support sentiment for Indian IT services stocks, including TCS, Infosys and Wipro

AI winners and losers are emerging in Indian IT, says BNP’s Kumar Rakesh

• AI-driven revenue deflation and weak tech spending are reshaping India’s IT sector
• Some mid-cap firms are better placed than larger peers to navigate the shift
• Weak tech spending pressures Indian IT services; better-positioned mid-caps may prove more resilient

From captives to hybrids: GCCs enter a new phase of growth in the AI era

TCS to take over Best Buy’s India GCC and develop an AI-native centre

• Best Buy’s India entity will transition to TCS under a multi-year agreement
• The companies will combine retail knowledge with technology and AI capabilities
• The deal adds a retail and AI capability centre to TCS’s India IT-services business

Jefferies is bearish TCS, Wipro, 6 other IT stocks ahead of Q2 results. How many do you own?

• Jefferies expects modest Q2 FY27 IT growth, primarily fueled by acquisitions
• Large IT firms are predicted to struggle
• A subdued growth outlook weighs on Indian IT services companies including TCS, Wipro and Infosys