Kotak Forecasts Muted Q2 Growth for Large Indian IT Firms Amid AI Deflation
India's large IT companies are expected to report muted growth in Q2 FY27 due to AI-led deflation and weak demand, according to Kotak Institutional Equities. While firms like TCS and Infosys may see modest revenue increases, HCLTech and mid-tier companies such as Tech Mahindra are projected to outperform. AI adoption is focused on cost-cutting and productivity, intensifying pricing pressures. Profit margins for large IT firms are expected to remain stable or decline slightly amid ongoing macroeconomic uncertainties and competitive challenges.
First-hand measurement across 4 sources
We measured how 4 outlets covered this story. No outlet gave this story a measurable political slant — there is no left–right reading to report. Overall sentiment is neutral (47/100). Lens Score 40/100.
Outlets measured: thefinancialexpress, economictimes, thetribune, mint. See how each one headlined and framed the same story in the source comparison below.
AI Analysis
Sentiment was consistent across outlets (48–48/100), indicating broadly factual reporting rather than editorialising.
Coverage timeline
mint broke this story on 30 Sept, 04:04 am. Other outlets followed.