Anand Rathi remains optimistic about H2, citing strong deal pipelines, AI-led transformation, and BFSI recovery as key growth levers. However, risks include prolonged macro uncertainty and pricing pressure from productivity gains.
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Anand Rathi Report
Indian mid-cap IT services firms delivered a resilient performance in Q2 FY26, navigating a challenging macro environment with steady growth and margin improvement.
The quarter underscored the sector’s pivot toward AI-led modernization, platform-driven transformation, and cost takeout deals, even as discretionary spending remained subdued.
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