The banking, financial services and insurance (BFSI) sector has moved back into focus for investors this calendar year, after lagging the broader market for two consecutive years. BFSI stocks have outperformed benchmark indices in 2025 so far, driving a steady rise in the sector's weighting within the Nifty 50 index.
India's information technology (IT) spend is projected to touch $176.3 billion in 2026, rising 10.6 per cent from 2025, and outpacing the 9.8 per cent growth expected globally, according to the latest forecast by Gartner Inc., a business and technology insights company.
IT services firm Wipro on Thursday reported a marginal increase in consolidated net profit to Rs 3,246.2 crore in the July-September quarter, even as company CEO and MD Srini Pallia asserted that the demand environment remains robust with discretionary spends shifting towards AI-related projects.
'What the government is doing would be a drop in the ocean. It has to be matched by investments by industry.'
2025 has seen a sharp rise in lawsuits targeting IT services and consulting companies, which now increasingly offer proprietary digital platforms and cloud services.
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.
'Because of the size and complexity of the economy, we can address almost every job that is there, from agriculture farming to healthcare.'
HCLTech reported flat net income of Rs 4,235 crore in the second quarter of 2025-26 (Q2FY26) compared to last year, even as its revenue was up 10.7 per cent to Rs 31,492 crore helped by financial services and technology business verticals.
'An asset must generate income. Equities yield dividends, bonds pay coupons, deposits give interest, and real estate earns rent.' 'Gold, silver, and even Bitcoin produce no income, they merely store value. So, they should not be compared to productive assets.'
US-based IT major Cognizant, which has a substantial number of employees in India, on Wednesday reported a better-than-expected growth with its revenue rising 7.3 per cent year-over-year to $5,415 million for the quarter ended September 2025. In the last quarter, the company had guided its third-quarter revenue to be between $5.27-5.35 billion.
Shiv Nadar and family donated Rs 2,708 crore (Rs 27.08 billion) in 2024-2025.
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.
On November 18, 1962, 114 soldiers of the 13th Kumaon fought till the last man, and last bullet, in sub-zero temperatures, to beat back the huge Chinese army. We salute the Heroes of Rezang La.
Infosys, HCL, Wipro ramp up fresher intake as AI reshapes skills demand and hiring shifts from 'hire to train' to 'train to hire'.
After issuing notices to hotels across the country for allegedly underpaying goods and services tax (GST) on restaurant services, the revenue department has now widened its scrutiny by seeking information from online travel platforms.
In the medium term, corporates and vendors could move away from visa dependency, shift more work offshore and share higher cost burdens with clients.
'It's better to stay away from large IT stocks until there is clarity on tariffs.'
The buyback comes at a time when Infosys shares have declined 19 per cent so far this year.
AI will erase outsourcing jobs, redefine skills and disrupt global giants within five years, predicts Vinod Khosla. The IT legend urges young people to become generalists: Adaptable thinkers who can learn quickly, connect dots across disciplines and shift careers as technologies evolve.
India's mergers and acquisitions (M&A) activity cooled in the second quarter of 2025-26 (Q2FY26), with deal value falling to $26.26 billion from $29.04 billion a year ago, according to Bloomberg data.
Tata Consultancy Services (TCS) employee headcount fell by a massive nearly 20,000 in a single quarter, as India's largest IT services company continues to restructure workforce to align with changed business dynamics. According to Q2 FY26 data on its website, the company's headcount has dropped to 5,93,314 in September quarter as compared to 6,13,069 in June quarter, even as IT workers' union NITES accused TCS of downplaying large scale layoffs through under-reporting.
'We sent just 500 people from India to the US on H-1B visas. There is no dependence on H-1B visas.'
'The outlook for the next Samvat is more constructive, as many of the earlier drags are gradually becoming supports.'
The US remains the largest market for IT outsourcing, and for Indian giants TCS, Infosys and Wipro, it contributes around 40 per cent of their top line.
India's largest IT services firm Tata Consultancy Services (TCS) on Thursday reported a 1.39 per cent increase in consolidated net profit to Rs 12,075 crore in the July-September quarter of this financial year.
A deep dive into Trump's new policy and what it means for Indian professionals and companies.
'When global politics has some intervention on the core software one uses, and if you are cut off from your own data in critical workflows, sovereignty is no longer optional. It becomes a necessity.'
'It is good to have the H1-B visa option but if tomorrow things happen to change, it is not the end of the world situation.'
Country's largest IT services company TCS has rolled out salary hikes in the range of 4.5-7 per cent for a majority of its employees, sources said on Tuesday.
Tech Mahindra, Adani Ports, HCL Tech, Tata Consultancy Services and Bajaj Finserv were also among the gainers. However, Trent, Eternal, UltraTech Cement and NTPC were among the laggards.
The decision to hike US H-1B visa application fee to $100,000, trade talks and the GST rate cut will be the key drivers for stock market movement this week, analysts said.
'New announcements are made every day which brings tremendous amount of instability and uncertainty.' 'Relying on America has become a big problem.'
Information technology (IT) services major Infosys on Wednesday announced the formation of a joint venture (JV) with Telstra, Australia's leading telecommunications and technology company. This will allow Infosys to accelerate artificial intelligence (AI)-enabled cloud and digital solutions for Australian businesses.
More than 7,700 senior professionals with over 15 years of experience have exited India's IT services firms -- TCS, Infosys, Wipro, HCLTech, Tech Mahindra, Cognizant, and LTIMindtree -- over the past 12 months.
'Every parent should rethink their decisions to send their children to the US.'
Romance may be personal, but when it enters the workplace, particularly in reporting hierarchies, it becomes a matter of governance.
Fresher hiring grew by 8 per cent driven by non-IT services oil and gas, real estate, and education sectors.
LinkedIn experts and real-life stories offer hope that Indian tech talent can still thrive globally, even as the $100,000 H1B fee reshapes onsite opportunities.
IT services company Cognizant on Thursday said about 80 per cent of its eligible employees will receive a salary hike, effective November 1, 2025. The company, during its second quarter earnings, had said that it plans to award merit-based salary increases for the vast majority of employees during the second half of 2025.
Indian airlines are resuming normal services to Kathmandu after the airport reopened following unrest in Nepal. Air India and IndiGo will operate additional flights to bring back stranded passengers.
