Indian IT Sector in 2026
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Indian IT Sector in 2026
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Indian IT Industry Deep Dive — Episode Summary
India's $250 billion IT industry is at a crossroads. In this episode, Sonia and Rakesh break down what's been shaking up the sector — from TCS and Infosys navigating cautious client spending to Wipro's ongoing turnaround and Tech Mahindra's margin recovery. They explore the key drivers behind IT stock performance: discretionary tech spending cycles, US economic health, the rupee-dollar equation, and the massive AI wave reshaping deal pipelines. The deep dive covers how Indian IT evolved from Y2K bug-fixing to becoming the backbone of global digital transformation, and what GenAI means for an industry built on headcount-driven billing. They also unpack how investors can get exposure — from individual stocks and Nifty IT ETFs to IT-focused mutual funds — and the risks to watch, including margin pressure, visa regulations, and the looming question of whether AI will disrupt the very outsourcing model that built Indian IT.
