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AI LED DEFLATION
Midcap IT likely to see better H2, AI-led deflation weighs on FY27 growth: Anand RathiIndia's midcap IT services sector could see improved deal conversion and operating leverage in the second half of FY27, but revenue growth ...- AI volumes may outweigh revenue deflation for IT sector by FY30: ReportCLSA said the industry is facing "multiple macro/micro headwinds", but expects AI to eventually create new growth opportunities. It said AI...
- New-age firms' listing gains fade fast; IT deal renewal in focusHappy Thursday! Some of the best-received new-age IPOs are now trading below their issue price, ET analysis shows. This and more in today’s...
- Clients may hit refresh on $13 billion IT deals by DecemberSome deals expected to be up for renewal are banking giant HSBC’s ERP implementation and modernisation contract with Accenture and Capgemin...
- Coforge launches private equity business unit for private equity sectorPowered by Coforge Nuuron, its AI operating system and enterprise autonomy platform, Coforge’s PE business unit aims to combine technology,...
- Lone warriors! How two mid-tier tech stocks rewarded investors in Rs 10 lakh crore IT crash this yearIndian IT stocks have seen significant value erosion this year. However, Coforge and LTM have shown resilience and growth. These companies ...
- How LIC minted Rs 21,000 crore in mark-to-market gains by betting against AI panic in 3 top IT stocksLIC gained over Rs 21,000 crore from three top software exporters. This paper profit materialized within thirty-five days after a contraria...
- AI to deflate IT revenue past 30%: Persistent CEOChief executive Sandeep Kalra said, "The expectation in the market is that using AI, you will be able to deflate the effort by 25% to 30%. ...
- IT midcaps lead outcome-based pricing pivot as AI adoption growsMid-sized IT players monetise automated workflows while tier-1 giants battle inertia
- FIIs cut stakes in 7 Nifty IT stocks. Then the index surged 16% in JulyForeign investors reduced stakes in most Nifty IT stocks during the June quarter. Oracle Financial Services Software saw the largest foreig...
- Coforge Q1 profit up 63% to Rs 519 crore; revenue rises 24%The company also had a planned exit from two projects in the quarter, impacting revenue of $15 million from a India government portfolio, a...
- Coforge Q1 Results: Profit soars 63% to Rs 519 crore driven by Encora acquisition, AI-led services demandCoforge reported a remarkable 63.3 percent increase in profits for the June quarter, driven by the recent acquisition of Encora and a surge...
- Nifty could deliver low-teen returns as earnings drive next leg of bull market: Anand Rathi AMCThe June-quarter earnings season has now begun, and we will be tracking this closely as results come in, with more insights to follow throu...
- Infosys shares fall 3% as JPMorgan downgrades stock, Jefferies cuts target after Q1 resultsInfosys shares fell after global brokerages turned cautious following the company's Q1 FY27 results and a cut to the upper end of its reven...
- Infosys Q1 preview: Guidance cut expected? Infosys may not have good news for investors in Q1 resultsInfosys is expected to post double-digit growth in revenue and profit for Q1FY27, aided by seasonal factors and acquisitions. However, brok...
- Buoyed by Q1 show, Indian IT shrugs off IBM shockIndian technology stocks demonstrated resilience on Wednesday, defying IBM's significant overnight decline. Depressed valuations and positi...
- Wipro Q1 Preview: Under pressure from AI, what can investors expect from earnings?Wipro's Q1 earnings are expected to show a revenue rise, driven by acquisitions and currency. Core IT services revenue may decline sequenti...
- Tax project delay hurt Q1 results, AI-led deflation behind us, says LTM’s LambuFinancial services and technology, which together account for 57% of revenue for India’s sixth largest IT service firm, each grew more than...
- Elevation’s new India fund; InsuranceDekho charts D-Street pathHappy Tuesday! Elevation Capital is looking to back early-stage AI startups in India from its newest fund. This and more in today’s ETtech ...
- HCLTech’s Q1 net profit rises 20% to Rs 4,624 croreThe Noida-headquartered company reported a 12% growth in revenue year-on-year for the April-June period to Rs 34,579 crore, although it gre...
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