Large-cap Indian IT stocks like TCS, HCL Tech, and Infosys are showing signs of recovery after a period of underperformance. With Q3 FY25 results due in January 2026, analysts suggest attractive valuations, potential global monetary easing, and currency tailwinds could drive a sector turnaround. While H-1B visa concerns persist, their impact is seen as limited due to diversified delivery models. AI-driven productivity gains are also noted as a key growth driver, with TCS and HCL Tech particularly favored for potential outperformance.