TCS Earnings Soft | What’s Next For IT Stocks? Mayuresh Joshi & KKunal V Parar Explain
Tata Consultancy Services (TCS) has deferred net hikes amid ongoing macroeconomic uncertainties, while besides announcing dividends. Q4FY25 profits and India revenues person travel successful softer than expected. What does this awesome for India’s largest IT company—and what could it mean for nan remainder of nan IT sector? In this excerpt of Market Today connected Business Today TV, Mayuresh Joshi, Head of Equity Research astatine William O’Neil India, lays retired 3 cardinal metrics to way crossed nan IT landscape: bid wins, pricing trends, and deferments. He besides highlights nan value of comparing home players pinch world IT fields this net play to summation a complete position of endeavor IT spending patterns worldwide. Meanwhile, KKunal V Parar, Vice President, Technical Research astatine Choice Equity Broking, cautions against making caller calls connected TCS amid precocious volatility. He advises investors to hold and watch, saying nan risk-reward equation doesn’t presently support either agelong aliases short positions.
With nan IT assemblage facing mixed signals—sluggish revenues, separator pressures, and cautious customer spending—should investors hold, exit, aliases hold for clarity? Will TCS’s cautious attack trigger a inclination crossed different IT majors? Is nan IT assemblage still a bully semipermanent bet? What should investors watch retired for this net season? Tune successful for each nan experts study and enactment up of nan curve.
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