India’s IT sector: No festive spark in Q2, macro headwinds weigh heavily on growth
BENGALURU: India’s IT services sector is unlikely to post strong results for the September 2025 quarter. While Q2 is typically the best-performing quarter, Investec expects divergent results across companies as macroeconomic uncertainty, tariff risks, and client caution continue to affect discretionary spending. Both brokerages – Kotak Institutional Equities and Motilal Oswal Financial Services – expect…