Indian tech firms to forecast a diverging recovery in FY27 even as Accenture signals resilience: analysts

The Indian IT services assemblage has entered a caller fiscal twelvemonth with its deepest valuation discount successful a decade, arsenic the combined daze of geopolitical struggle and artificial quality anxiousness rattled fourth-quarter earnings.

Yet, according to a deep-dive investigation by Sumeet Jain of CLSA and commentary from manufacture seasoned Avinash Vashistha, Chairman and CEO of Tholons and erstwhile Chairman of Accenture, the pessimism whitethorn person overshot marketplace reality. The Q4 reflects an manufacture caught betwixt AI ambition and execution reality, opines Phil Fersht, CEO, US-based HFS Research. He besides says geopolitics is amplifying caution, but not sidesplitting demand. India’s tech bellwether TCS volition unfastened the 4th earning 4th with a full-year show numbers connected Thursday (April 9).