I.T. Stocks Ahead Of Q2 Earnings: What To Expect From TCS, Infosys Amid AI Disruption?

Indian I.T. stocks TCS, Infosys and Wipro are heading into the second-quarter earnings season amid evolving technology trends and growing AI disruption. The quarter is typically seasonally strong for IT companies, but sector-wide challenges have remained over the past year. Gaurang Shah, Sr. VP, Geojit Investments, discusses what investors should watch for in Q2 earnings, including AI-led growth, investments in AI platforms and tools, acquisitions and hiring. The discussion also looks at management commentary, Accenture’s positive global outlook and whether domestic I.T. companies can deliver stronger performance despite rising technology-related headwinds.