IT Sector Q4 Results Preview: Unexciting Guidance Amid Rising Global Uncertainty; Revenue To Remain Muted

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The IT sector is anticipated to report a weak exit for FY25E and provide unexciting guidance for FY26E amid rising global uncertainty. The macroeconomic slowdown has become a baseline scenario, with lower discretionary spending and elongated deal cycles impacting the pace of recovery.

The deal activity will be centred more around cost optimization/takeout initiatives. GenAI is taking centre stage but also driving pricing changes as enterprises and hyperscalers integrate AIefficiency into their pricing models.

We remain watchful and maintain our selective stance on the sector, favoring TCS within tier-1s and Persistent, LTIMindtree, and Mastek among mid-tier IT companies.

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