TCS — Top Stock Pick By Systematix In IT Pack Ahead Of Q1 Results

USD revenue growth for largecaps is likely to range from -1.4% to +2.5% QoQ, with Infosys expected to lead on deal ramp-ups. Margin gains may be limited due to low utilization and lack of operating leverage..NDTV Profit’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy. .Systematix Report.We expect the six IT services companies within our coverage to report modest QoQ revenue growth during Q1 FY26 on muted demand environment, weak discretionary spending and slower client decision making. Global enterprises remain on the sidelines, adopting a wait-and-watch approach to assess the tariffed potential impact on their cost structures and supply chains. Deal wins are expected to remain stable, driven by cost optimization and vendor consolidation projects, though momentum may be tempered by softness in the consumer, telecom, and automotive manufacturing verticals. USD revenue growth for largecaps is likely to range from -1.4% to +2.5% QoQ, with Infosys expected to lead on deal ramp-ups. Margin gains may be limited due to low utilization and lack of operating leverage. While near-term outlook remains subdued, we stay constructive over the medium-to-long term given strong digital transformation priorities and GenAI adoption.Valuations have moved up meaningfully, but we continue to prefer TCS for its consistent execution and favorable risk-reward..Click on the attachment to read the full report:.UltraTech, JK Lakshmi: HDFC Securities Top Stock Pick In Cement Sector; Q1 Results Preview.DISCLAIMERThis report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit..Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

TCS — Top Stock Pick By Systematix In IT Pack Ahead Of Q1 Results

IT Sector Q1 Results Preview: Valuations have moved up meaningfully, but Systematix continue to prefer TCS for its consistent execution and favorable risk-reward.

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