Indian IT’s Q2 earnings dilemma deepens: More deals but weaker growth and falling pricing power
· economictimes.indiatimes.com
As Indian IT firms gear up for their Q2 earnings report, the landscape appears mixed. Strong deal activity persists, yet clients are pushing for higher efficiency, leading to a notable decline in revenue growth. Large IT companies may witness their weakest growth in three years, primarily due to acquisitions rather than organic expansion. Infosys is under a microscope for possible downward adjustments to its revenue guidance.
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AI is becoming a pricing problem
Acquisitions are masking weak organic growth
Infosys faces a guidance test
Mid-caps retain the growth premium
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