GENERAL30 Sept 2026
IT sector Q2 FY27 preview: TCS, Infosys to HCL Tech, Tech M— Kotak sees muted quarter for Indian IT giants | Stock Market News
Kotak Institutional Equities expects another muted quarter for India's big IT firms in Q2 FY27, as demand has barely moved since June 2026. AI-driven productivity gains and a weak global economy are holding back growth. HCLTech may lead with about 2% growth, while TCS and Infosys grow slower. Watch TCS results on 8 October 2026 and Infosys on 23 October.
Key Statutory Highlights
- Kotak Institutional Equities says demand conditions have neither improved nor deteriorated since the June 2026 quarter.
- AI deflation and a weaker macro environment are expected to keep growth weak for tier 1 IT companies.
- TCS will announce its Q2 FY27 results on 8 October 2026, and Infosys on 23 October 2026.
Actionable Advice for Taxpayers / Founders:If you hold IT shares or serve IT clients, wait for the October result announcements before taking any big decision, and check with your financial adviser first.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
TaxQue News Desk
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