FY26 may be tougher than FY25 for some IT firms amid global headwinds

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FY26 may be tougher than FY25 for some IT firms amid global headwinds - Business Standard

Quick Summary:

Uncertainty is also accentuated as the tariff scenario can play out in numerous different ways.

The worst-performing stock from the Nifty IT index was Mphasis (down 5.4 per cent), while Infosys, Coforge and HCLTech each fell over 3 per cent.

This new reality would mean that FY26E could now end up being worse than FY25 for many of the companies,” said a report by Kotak Institutional Equities.