Kotak Flags Weak Q1FY26 for Indian IT as GenAI Deflation and Tariff Jitters Bite

Kotak Institutional Equities expects flattish-to-low-single-digit USD revenue growth for large-cap IT, with pricing pressure from AI tools, elongating deal ramps, and post-wage-hike margin stress clouding the June quarter.

bt-corporate · 7/3/2026, 9:34:17 AM · Ask about this →