TCS

India’s IT Sector Is Facing Its Most Uncomfortable Quarter in Years

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GenAI deflation is accelerating, West Asia is hitting revenues, guidance midpoints are out of reach — Kotak cuts fair values by up to 21% and tells investors to back challengers over incumbents The India IT sector has spent the last eighteen months navigating a slowdown that most analysts expected to be temporary. Kotak Institutional Equities’ … Read more

TCS Just Delivered Its Third Straight Quarter of Growth

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A clean, in-line March quarter — 1.2% constant-currency revenue growth, 25.3% margins and a $12bn order book with three mega deals. JM Financial keeps its ADD and nudges the target to ₹2,730, but flags the one thing that could keep the stock from re-rating: the Gen AI overhang. Tata Consultancy Services closed out FY26 with … Read more