Only firms that have scale in content and a technology engine that drives its discovery and monetisation can compete,' explains Vanita Kohli Khandekar.
India's $280-billion IT industry heads into 2026, balancing visa-related headwinds and global trade uncertainty against its biggest-ever push into artificial intelligence and the rapid expansion of global capability centres (GCCs). Heightened scrutiny of the US H-1B visa programme - including a proposed $100,000 fee for new visas and concerns over a potential 25 per cent outsourcing tax - has complicated cross-border delivery for Indian firms, even as companies accelerate efforts to reduce reliance on onsite staffing.
Top real estate developers reported healthy presales growth in the second quarter of FY26, aided by a steady pipeline of new project launches. While overall housing momentum across major Indian cities moderated during the quarter, listed players remained relatively insulated.
The technology major confirmed that a 'low single-digit percentage' of its 270,000 employees would be affected in the fourth quarter of 2025.
Mumbai police have arrested Mohammed Salim Mohammed Suhail Shaikh, a key accused in a Rs 252-crore mephedrone seizure case, after his deportation from Dubai. Shaikh, known as 'Lavish,' is a member of an international drug syndicate and managed the supply and distribution chain from Dubai.
Even as the results of Siemens for the second quarter of 2025-26 (Q2FY26) were a mixed bag, the stock was the top gainer in the BSE 200 index, rising 4.92 per cent in trade. Most brokerages are neutral or positive on the company.
Construction major L&T is gearing up to expand its footprint in the global nuclear supply chain, a senior company official has said, while calling for amendments to key legislations on the domestic front to pave the way for the entry of private players and foreign capital necessary for capacity enhancement.
'If we don't become part of this, if we don't embrace this particular technology, millionaire brands might go down, which we cannot allow.'
Fund managers are divided on the prospects for beaten-down information technology (IT) stocks, reflected in the wide variance in equity mutual funds' (MFs) sector exposure. An analysis by Nuvama Alternative & Quantitative Research shows that while six large fund houses were overweight the sector relative to its weight in the Nifty 200 index, five were underweight as of October 2025. UTI MF had the highest exposure at 17.8 per cent, while SBI MF sat at the bottom with 5 per cent.
Indian information technology (IT) services companies reported lacklustre growth in the second quarter, at a time when the macroeconomic environment did not deteriorate further. HCLTech emerged the best performer among India's top six IT services firms with a constant-currency growth rate of 4.6 per cent, even though uncertainties continued to persist.
'Sebi's move to cap brokerage charges will help investors by lowering the overall cost of investments.'
With a confident new generation of innovators, India now has the scale and self-belief to shape its own digital destiny marked by creation, observes Ajay Kumar chairman, UPSC.
The Supreme Court has said that selling land or property is not a service under the Finance Act, 1994, so such sales cannot be charged with service tax.
When Chennai-based Wedding Designer Ambika Gupta first received a brief for a destination wedding in Udaipur, she had no idea it would turn into one of the most high-profile celebrations of the season.
'We are expecting investment, public and private, of around Rs 40 trillion by 2029.'
Trump has approved sharing targeting data with Ukrainians as the administration weighs sending powerful weapons, the news outlet reported on Wednesday (local time).
Billionaire Mukesh Ambani's Reliance Industries Ltd may spend about $12-15 billion over the next few years on AI infrastructure that could include a giant 1GW data centre, Morgan Stanley said in a report. Ambani had at the company's annual shareholder meeting in August announced a major push into AI through a new subsidiary and strategic partnerships.
Highlighting India as the company's most important growth market, Fabricio Bloisi, group chief executive officer (CEO) of the Dutch technology investor Prosus signaled a sharp acceleration in artificial-intelligence investments across its portfolio in the country.
Hit by a slowdown in information technology (IT) hiring, Info Edge (India)'s results for the July-September quarter (Q2) of 2025-26 (FY26) fell short of brokerage expectations. What helped the online recruitment major offset the weak IT hiring trend was broad-based growth across other sectors.
Ola Electric has denied media reports suggesting its involvement in a leak of proprietary pouch cell technology (tech) from South Korea's LG Energy Solution, calling the allegations "baseless". The company said it has no commercial or research interest in the older pouch cell format cited in the reports, emphasising that its new 4680 Bharat Cell - based on advanced dry-electrode cylindrical tech - is already in commercial production.
Kannada film actress Ranya Rao has been sentenced to one year of imprisonment under COFEPOSA in connection with a gold smuggling case. She was caught with 14.2 kilograms of gold, valued at approximately Rs 12.56 crore, at Kempegowda International Airport.
IT company Infosys on Thursday posted 13.2 per cent increase in consolidated net profit at Rs 7,364 crore for the second quarter ended September 30, 2025.
Jio Platforms Limited is likely to have a valuation of $148 billion by the time it goes public on the back of strong free cash flow and potential deleveraging, ICICI Securities said.
'The danger is that when the music stops, the fall will be sudden, faster, and deeper than anyone expects,' warns Debashis Basu.
Indian information-technology (IT) service providers are likely to report another quarter (July-September) of low, single-digit growth owing to macro uncertainties, chiefly emanating from America, with no respite in sight even in the second half of the year.
...compared with 153,000 in all of 2024.
2025 has seen a sharp rise in lawsuits targeting IT services and consulting companies, which now increasingly offer proprietary digital platforms and cloud services.
'India needs at least 70,000 to 80,000 eyewear stores; our 2,000 stores are just a drop in the ocean.'
...of premium video-on-demand viewing in the second quarter of 2025, led by JioHotstar (56 per cent share), with Amazon (Prime Video and MX Player) holding a combined 25 per cent share..
The 15-year agreement will see Infosys develop a next-generation, data-driven workforce management platform to replace the existing electronic staff record (ESR) system, which annually manages a 55 billion payroll for 1.9 million NHS employees.
'I will not be surprised if there is a 7 per cent handle in front of the decimal place for the full financial year.'
Amid US-China trade tensions and economic vulnerabilities, India must seize the 'China +1' opportunity, deepen reforms, secure FTAs, and globalise its firms for long-term growth, suggests Ajay Shah.
India's brittle energy security is inextricably linked to two opposing paradigms - fossil fuels, and the transition to green energy. The first powers the present; the second paves the way for Viksit Bharat in 2047.
The Central Bureau of Investigation (CBI) has registered a case against smugglers bringing gold into India from abroad through various airports. The investigation follows the recent arrest of Kannada actor Ranya Rao at Bengaluru airport with 14.2 kg of gold worth Rs 12.56 crore. Two CBI teams have been deployed to Mumbai and Bengaluru airports to gather information.
Reliance Industries (RIL) annual general meeting (AGM) had several stunning announcements. RIL looks to list Jio Platforms (JPL) by June 2026. It targets doubling of FY22 earnings before interest, taxes, depreciation and amortisation (Ebitda) (Rs 1.25 trillion; $14.6 billion) by FY27 implying 14.7 per cent compound annual growth rate (CAGR) over the FY22 levels.
With demand for information-technology (IT) services in North America still sluggish, Europe has become a source of optimism for Indian companies because it is delivering steady gains over the past two years and continuing to outperform in the latest quarter. Yet analysts caution a full-scale revival will require a rebound in the United States (US), particularly in manufacturing, retail, and BFSI (banking, financial services, and insurance), because Europe contributes only about a third of the revenues.
AI is changing jobs in India faster than ever, but professionals are learning the real skill isn't coding -- it's adaptability.
...on par with oil, power, and defence, and to restrict its storage under foreign control.
The combined market capitalisation of the country's top five IT firms that are part of the BSE Sensex is down 24 per cent since January and their valuation has slipped to lowest levels in the past five years.
India's top listed real estate developers - DLF, Lodha Group, Prestige Estates, and Oberoi Realty, excluding Godrej Properties - reported strong presales growth in the first quarter (Q1) of 2025-26 (FY26), even as earnings showed a mixed trend. According to Nomura, the top five developers - DLF, Lodha, Prestige, Oberoi, and Godrej - recorded a cumulative 59 per cent year-on-year (Y-o-Y) growth in presales.
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