Why Markets Are Skeptical About Indian I.T.'s AI Acquisitions | Explained By Neeraj Dewan

Indian I.T. companies are accelerating AI-focused acquisitions to strengthen their long-term growth prospects and remain globally competitive. While the strategy is viewed as a necessary and aggressive step, investors remain concerned that many firms acted too late despite holding significant cash reserves. Neeraj Dewan, Market Expert, says the market is also worried that companies may be paying premium valuations for these acquisitions. He believes sentiment will improve only when these deals start contributing to earnings, cash flows, and overall business performance. Strong execution, according to Dewan, will ultimately determine whether these AI investments create lasting shareholder value.