IT sector sees early signs of demand stabilisation but visibility into CY26 remains poor: Goldman Sachs

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The information technology (IT) services sector in India is showing tentative signs of demand stabilisation, even as visibility into calendar year 2026 remains weak, noted in a report on India’s IT services by Goldman Sachs.

While there are early signs of demand stabilisation, visibility into CY26 remains poor, and company commentary suggests AI-related productivity pass-throughs may be becoming more mainstream, which may keep multiples depressed” said the report

The report says that, according to the latest quarterly analyses, all major IT firms…



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IT sector sees early signs of demand stabilisation but visibility into CY26 remains poor: Goldman Sachs



The information technology (IT) services sector in India is showing tentative signs of demand stabilisation, even as visibility into calendar year 2026 remains weak, noted in a report on India’s IT services by Goldman Sachs.

While there are early signs of demand stabilisation, visibility into CY26 remains poor, and company commentary suggests AI-related productivity pass-throughs may be becoming more mainstream, which may keep multiples depressed” said the report

The report says that, according to the latest quarterly analyses, all major IT firms…



Source link

Disclaimer

We strive to uphold the highest ethical standards in all of our reporting and coverage. We StartupNews.fyi want to be transparent with our readers about any potential conflicts of interest that may arise in our work. It’s possible that some of the investors we feature may have connections to other businesses, including competitors or companies we write about. However, we want to assure our readers that this will not have any impact on the integrity or impartiality of our reporting. We are committed to delivering accurate, unbiased news and information to our audience, and we will continue to uphold our ethics and principles in all of our work. Thank you for your trust and support.

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