TCS, Infosys to HCL Tech: IT stocks Q4 earnings start today – Is this the right time to buy?
The Indian IT sector is heading into earnings season under a cloud of uncertainty, and investors are once again asking the big question: is this the right time to buy the dip?
Nifty IT index has lost 23% year-to-date, dragged lower by fears of AI-led disruption, macro uncertainty and concerns around future demand. The pressure intensified after the launch of Anthropic’s Claude Cowork plug-ins and Claude Code’s ability to understand and modernise COBOL, developments that triggered a broad repricing across IT services and SaaS companies.
