Indian I.T. Stocks: Why AI Disruption & Weak Growth Are Making Investors Rethink Their Bets

Indian I.T. stocks have seen sharp moves amid AI disruption concerns, profit booking and changing investor sentiment. Pankaj Pandey, Head of Research, ICICI Direct, explains why meaningful improvement in I.T. sector earnings may remain limited, with Tier 1 companies expected to deliver mid-single-digit growth. The discussion explores how AI developments are impacting traditional I.T. companies, why sudden rallies may not be sustainable, and what investors should watch for in revenue growth. Understand the outlook for Indian I.T. stocks and the factors driving this volatile trade.