Q1 I.T. Results Preview: Infosys May Outperform In Q1, But Structural Challenges Continue To Weigh

As the I.T. earnings season begins, investors are closely watching whether large-cap technology companies can regain momentum. G Chokkalingam, Founder & MD, Equinomics Research, believes Infosys stands out among its peers due to its growing focus on AI integration and strategic collaborations. However, he cautions that structural challenges continue to weigh on the sector. According to him, rupee depreciation is no longer translating into higher margins, while AI disruption and slower revenue growth remain key concerns.