IT Sector Q2 Results Preview: TCS, Infosys likely to lead revenue growth, margins to remain mixed

Indian Information Technology (IT) companies are projected to report improved earnings growth in the second quarter of FY25 compared to the first quarter. This growth is expected to be driven by an uptick in hyper-scaler momentum, robust performance in North America following a period of stagnation, and positive trends in the healthcare sector. While analysts are optimistic about a shift in client spending behavior, they anticipate a gradual recovery, which may initially be confined to specific segments.