Summary

India’s top IT firms are expected to report muted earnings for the December quarter due to weak US demand and client spending. While AI strategies are being developed, macro headwinds like US tariffs and visa challenges continue to impact the sector. Despite these challenges, resilience in the BFSI segment and early signs of AI adoption could provide support by mid-2026.

https://www.channelnewsasia.com/business/indian-top-it-firms-set-another-tepid-quarter-weak-us-demand-client-spending-5845506