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Tata Technologies sees modest growth, faces challenges in automotive space

Both automotive and education sectors reported a soft performance in Q3FY25

IT sector’s stable technology budgets may face macro headwinds

Industry consultants and managements of IT companies indicate a stable or relatively better technology spending in 2025

BFSI recovery holds out hope for IT companies amid Trump uncertainty

Frontline IT companies saw incremental improvement in financial services business in Q3 FY25

Persistent Systems Q3 FY25 – superlative show, strong long-term growth outlook

Focus on disruptive technology and strong traction in order inflows augur well for the company

Tech Mahindra Q3 FY25 – steady execution towards FY27 goals

Turnaround strategy progressing well with positive revenue show, margin uptick and order inflows

LTI Mindtree Q3 FY25 – Ready for the long term despite near-term challenges

The company’s AI-centric approach should be helpful in the medium to long term

Chart of the Day: AI initiatives to drive IT spends in 2025

Cost optimisation and productivity improvement objectives are expected to drive IT spends on AI initiatives in 2025

IKS Health IPO – Is it a healthy addition to your portfolio?

An opportunity to participate in the US healthcare outsourcing market

RateGain Q2 FY25 – good quarter with indications of near-term softness

The company has lowered revenue guidance for the full year as order wins remain sluggish

Infosys Q2 FY25 – Commentary reassuring from a long-term perspective

The quarterly performance was a mixed bag with a reassuring commentary

Coforge: Time to pocket gains as the stock surges?

We recommend investors should partially book profits and re-enter on any weakness

HCL Tech Q2 FY25: Is there further steam in the stock, post a strong quarter?

The third quarter should be relatively better for HCL’s software business and Q4 should be good too

Divergence in order bookings of TCS, Accenture warrants investor attention

Order inflows at TCS declined in last two quarters while Accenture reported strong growth in bookings

What does India need to do for semiconductor success?

The intricacies of the microchip industry demand a patient and phased approach

The stage looks set for an infotech reboot

Recovery trends in IT spending are discernible and there’s a buzz that the Centre is weighing a fresh policy push

Zensar – Is it now a serious contender for your long-term portfolio?

Revenues have started picking up, margins are improving, and order inflows are steady

RateGain Q1 FY25 — a soft quarter, all eyes on acquisitions

The company has a track record of turning around acquired entities

Tech Mahindra Q1 FY25 – great start to a turnaround year

Revenue growth, expansion in margins, and a traction in deals hold out growth hopes

How large IT companies stack up on growth rates after June quarter

TCS and LTIMindtree are projected to lead FY25 revenue growth rates. But Infosys is fast gaining momentum

Wipro Q1 FY25: Growth remains elusive

Revenue decline and tepid guidance rule out valuation rerating for now

LTI Mindtree Q1 FY25 – strong quarter, encouraging outlook

Strong execution coupled with encouraging guidance on demand revival

Will the hype and hoopla over AI spending finally pay off?

A Goldman Sachs report raises intriguing questions that could prompt global economies, including India, to review their tech spends

Investors of TCS, HCL should tally their optimism with ISG index

ISG, which tracks commercial outsourcing contracts, lowered the growth forecast for managed services

HCL, Infosys and now Cognizant—Why IT companies are increasingly betting on engineering R&D services

The engineering R&D outsourcing spends are projected to outpace IT services in the next several years