I.T. Stocks After Q1Earnings: Is It Time To Buy Infosys & TCS Or Wait For Better Growth Visibility?

The I.T. sector delivered a strong rally recently, but Q1 earnings and management guidance remained largely underwhelming. While stocks like Infosys and TCS have corrected, questions remain over whether the sector has bottomed out. Prateek Nigudkar, Senior Fund Manager, Shriram AMC, believes I.T. stocks offer reasonable valuations if companies can sustain growth and protect margins despite AI-led disruption. However, he advises investors seeking greater certainty to wait for stronger earnings visibility before increasing exposure.