INSANE: Hcltech - The Real Truth

The economics of India's biggest export industry go topsy-turvy

India’s $315-billion IT industry faces a structural shift as AI boosts productivity but puts pressure on pricing, revenue and entry-level hiring. Clients are demanding more output for less, while spending shifts towards AI, cloud and in-house capabilities.

The Economic Times · 1h ago

TCS, Infosys and other IT stocks in focus after Accenture Q4 revenue, outlook beat estimates

Indian IT stocks including TCS and Infosys are in focus following Accenture's strong Q4 results and above-estimate revenue guidance. While the outlook signals potential recovery in discretionary technology spending, analysts warn that Indian IT firms may still report their weakest Q2 growth in three years amid AI-led pricing pressures.

The Economic Times · Oct 5

IT Q2 preview: Muted growth, steady margins likely; deal conversion, AI deflation in focus

Research advisory UnearthInsight expects the top-five IT companies to grow 0.5-1% quarter-on-quarter in the second quarter of FY27, with little improvement over the April-June period.

The Economic Times · Oct 4

Infosys, HCLTech, TCS, other IT stocks soar up to 6%; Nifty IT rallies 5% as global AI slowdown calls boost sentiment

Indian IT stocks rallied up to 6% after calls from Anthropic and OpenAI leaders for a slower pace of AI development eased fears of disruption from AI. Infosys, HCLTech, LTIMindtree and Mphasis gained around 6%, while TCS and Tech Mahindra rose over 5%, pushing the Nifty IT index up about…

The Economic Times · Sep 15

Nifty oversold, IT poised for pullback: Anand James on what traders should do next

Nifty continues to give the feeling of a range trading market, primarily because momentum has been absent on either side.

The Economic Times · Sep 14

Infosys, HCLTech, TCS, other IT stocks drop up to 3% as Fed rate hike worries return. Here's why

Indian IT stocks dropped on Monday as stronger-than-expected US jobs data revived concerns over a September Federal Reserve rate hike. The Nifty IT index dropped over 2%, with Infosys, HCLTech, TCS and others declining. Analysts, however, see longer-term opportunities from AI-led spending on deployment, integration and modernisation.

The Economic Times · Sep 7

HCLTech, TCS, Infosys, other IT stocks rally up to 5%. What lies ahead?

Indian IT stocks surged sharply, led by gains in largecap names, after Nvidia’s strong results and upbeat revenue outlook revived optimism around the global AI spending cycle. The rally came despite lingering concerns over AI disruption and mixed brokerage views on the sector.

The Economic Times · Aug 28

Captive buyouts: Are IT cos scaling up or skilling up?

Indian IT companies are buying client technology units to secure larger partnerships. This strategy aims to boost contract values as organic growth slows down. TCS, Wipro, and HCLTech have recently made significant acquisitions. These deals involve acquiring intellectual property and engineering talent. This trend revives a past strategy of acquiring…

The Economic Times · Aug 27

Sensex rises 287 points, Nifty closes above 24,300 as market swings into green on first monthly expiry after CAS

The Indian stock market ended higher on Tuesday after a volatile session, with Sensex gaining 287 points and Nifty rising 115 points. Pharma, PSU banks and consumer durables led sectoral gains, while private banks and metals declined. IndiGo, Adani Ports, Infosys and Trent gained, while Eternal and HCLTech fell.

The Economic Times · Aug 25

VCs becoming marginal in AI cycle, enterprises should invest in the sector: Peak XV’s Shailendra Singh

“Every large enterprise should be investing in AI,” Singh said at The Economic Times World Leaders Forum in New Delhi. Pointing to HCLTech’s investment in Indian foundational model startup Sarvam AI, and global bets such as Amazon’s backing of Anthropic, he said corporate balance sheets can deploy capital at a…

The Economic Times · Aug 22