Motilal Oswal expects demand commentary to remain soft into Q2 FY27 for Indian IT firms.

India

Who

TCS, Infosys, Coforge, Mphasis

What

When

Mon, 05 Oct 2026 06:48:35 GMT · 22h 8m ago

Where

India ·

Why

Macroeconomic pressures, interest rate hikes, AI-related disruptions, and geopolitical overhang are weighing on discretionary spending and decision-making cycles.

The Frontline Impact

How this affects you

The outlook suggests continued pressure on IT sector revenue and margins, potentially impacting hiring and investment within the sector.

Story chain

1 event in this thread

No related history yet - this is the origin event.

Verified Sources & Citations

NDTV Profit
https://www.ndtvprofit.com/markets/it-sector-q2-preview-from-revenue-to-margin-outook-how-will-tcs-infosys-coforge-mphasis-and-other-peers-perform-12139638
HIGH

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