Accenture Q2 Results A Cautious Read-Through For Indian IT: Dolat Capital — Prefers LTIMindtree, KPIT, eClerx

Accenture’s commentary suggests rising macro uncertainty, particularly due to tariffs, though the company maintains a positive outlook for its FY25E guidance. While no sector specific concerns were highlighted, we expect a caution approach in the FY26 outlook from Indian IT Services in the April earnings season.