Infosys to Coforge: Motilal Oswal names 4 IT stocks as AI transformation scales
India’s information technology sector is heading into Q4 earnings season with growth expected to remain subdued and deal momentum uneven. A March 2026 preview by Motilal Oswal indicates that recent narrative shocks and global uncertainty have weighed on sentiment, even as earnings expectations have not seen sharp downgrades. Within this backdrop, the brokerage has identified a handful of companies where execution strength and business mix offer relative comfort.
