Market expert Seshadri Sen advised tactical caution on Indian IT services due to AI disruption fears, despite attractive long-term valuations.

India

Who

Seshadri Sen (Emkay Global Financial)

What

When

Fri, 19 Jun 2026 09:01:00 GMT · 2h 12m ago

Where

India ·

Why

Persistent AI disruption fears are weighing on Indian IT services valuations, while inflation risks are contained, and rural demand remains a monitorable.

The Frontline Impact

How this affects you

Indian IT services are projected to experience near-term pressure, with domestic consumption and industrials favored, and improving earnings breadth anticipated into FY27.

Story chain

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Verified Sources & Citations

The Economic Times
https://economictimes.indiatimes.com/markets/expert-view/ai-fear-over-it-overdone-but-near-term-pain-likely-to-persist-seshadri-sen/articleshow/131853895.cms
HIGH

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