Indian I.T. Stocks Outlook: TCS Q1 Earnings, AI Adoption And Next Rally Trigger

Despite recent profit booking following weak quarterly earnings, the long-term outlook for Indian I.T. services remains constructive. George Thomas, Fund Manager–Equity, Quantum AMC, believes Indian I.T. companies are well positioned to benefit once artificial intelligence adoption scales across enterprises. While I.T. service firms may not lead technology innovation, they play a crucial role in implementing AI solutions for businesses worldwide. He expects demand to improve as AI deployment becomes more affordable and widespread.