IT Services
Reporting, analysis and features from AIM's IT Services section.
Indian IT's AI Startups Deals Have Changed Since 2024—For the Better
Indian IT firms are rapidly moving beyond AI pilots, forging deep partnerships with global tech giants and startups to deploy agentic AI at scale.
Ajay Rag ·
From Corner Office to a Co-Working Desk: Why Jagdish Mitra Chose to Restart After 30 Years
At 55, a veteran of Indian IT chose uncertainty over comfort, driven by one idea, a broken services model, and the belief that India must build deep-tech products, not just deliver them.
C P Balasubramanyam ·
‘I Am Sick and Tired of Constant Upskilling Expectations in Indian IT’
AI demand is rising fast, but engineers feel trapped between shifting expectations and constant relearning.
C P Balasubramanyam ·
Muted Guidance Overshadows Infosys’ $20 Billion Revenue Milestone
Infosys reported $14.9 billion in large deal wins for the year, including $3.2 billion in Q4.
Mohit Pandey ·
Investors Sour on Indian IT as AI Demands Structural Reset, Not Just New Deals
Indian IT stocks are under pressure from investors. The Nifty IT index slid nearly 4%, triggered by HCLTech’s earnings rout.
Ajay Rag ·
How Tech Companies Can Crack the Critical $100–500 Mn Growth Phase
Zinnov finds firms scale through repeatable models, strong GTM execution, and operational discipline—not capital alone.
C P Balasubramanyam ·
Wipro’s ₹15,000 Crore Buyback Exposes Indian IT’s R&D Gap
₹15,000 crore payout raises debate on capital use amid weak growth and shifting industry economics.
C P Balasubramanyam ·
Wipro Won Big Deals, But Execution Gap Can’t Be Overlooked Anymore
Strong bookings and AI-led demand are yet to translate into growth as ramp-up delays weigh on Wipro’s outlook.
C P Balasubramanyam ·
Wipro Q4 Net Profit Rises Sequentially, But AI Revenue Not in Black-and-White
Wipro’s Q4 revenue grew 7.7% YoY to ₹24,236 crore, and earned ₹3,502 in net profit as deal momentum improved.
C P Balasubramanyam ·
Anthropic Mythos Sparks Revenue Deflation Fears in Indian IT
Advanced AI models are beginning to compress effort, threatening jobs and billing-driven revenue across India’s IT services sector.
C P Balasubramanyam ·
Indian IT Cannot Escape AI Cannibalisation
From TCS to Infosys and HCLTech, firms admit AI is eroding legacy revenues even as new growth builds.
C P Balasubramanyam ·
India’s IT Layoff Wave Revives Debate Over Taxing Severance Pay
Layoffs and AI shocks revive calls to exempt severance pay from tax as worker protection gaps widen.
C P Balasubramanyam ·
The 2.4% Revenue Fall at TCS Signals Indian IT's AI Nightmare
Strong deal wins mask a deeper shift as AI-led efficiency begins to compress traditional IT services revenue.
C P Balasubramanyam ·
Rupee Depreciation May Lift Indian IT Earnings Optics, Not Growth
Currency-led gains offer short-term relief, not a signal of recovery in IT demand.
C P Balasubramanyam ·
Indian IT’s Mid-Senior Layer is Getting Squeezed in the AI Shift
AI is disrupting the IT services model, leaving middle managers stuck between legacy metrics and new demands.
C P Balasubramanyam ·
Wipro’s Mindsprint Bet Rewrites the Rules for Indian IT
Captive buyouts, platform IP, and AI-led models signal a shift beyond headcount-driven growth.
C P Balasubramanyam ·
No One Wants to Talk About the Dirty Secret Messing Up Indian IT M&As
Cultural clashes, client churn, and weak integration rigour derail value in IT acquisitions.
C P Balasubramanyam ·
Indian IT Closes FY26 With a $4 Bn Bet on Vertical Depth, AI Over Scale
Niche acquisitions across cloud, healthcare, and platforms are helping Indian IT firms plug capability gaps and add near-term growth.
C P Balasubramanyam ·
From Hangzhou to Karur, Two Coders Cracked the Same Problem
China's intense contest ecosystem meets India's grassroots coding grind in a record-setting global competition.
C P Balasubramanyam ·
Accenture’s $22 Billion Bookings in Q2 Reflect an AI Demand, Not AI Boom
Accenture saw an increase in large deals, but AI is not yet driving a broad-based spending cycle.
Mohit Pandey ·