5 reasons Anand Rathi sees long-term growth for IT: Attrition easing, surging AI deals driving FY26 outlook

India’s large-cap IT companies have reported better-than-expected results for Q2FY26 despite US tariff, H-1B visa fee hike and other headwinds. Anand Rathi highlighted all top six IT majors — TCS, Infosys, HCLTech, Wipro, Tech Mahindra, and LTIMindtree — reported sequential revenue growth in constant currency terms, strong order bookings and sequential improvement in margins.

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