Indian IT Stocks: AI 'SaaSpocalypse' ne machaya Hahakaar! Index **4%** Gira, **₹1.3 Lakh Crore** Wipe Out!

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AuthorAnanya Iyer|Published at:
Indian IT Stocks: AI 'SaaSpocalypse' ne machaya Hahakaar! Index **4%** Gira, **₹1.3 Lakh Crore** Wipe Out!
Overview

Bhai log, aaj Indian IT stocks ke liye din bahut bura raha. Nifty IT index **4%** se zyada gir gaya aur **₹1.3 lakh crore** ka nuksan ho gaya. Sabse bada reason hai AI ka badhta impact, jisse business models par khatra mandra raha hai.

AI Ka Dar: IT Stocks Dhadaam Dhadaam Gire!

Aaj sabse badi khabar yeh hai ki Indian IT sector mein ekdum se bhagdaud mach gayi. Nifty IT index 4% se zyada neeche chala gaya, jo pichle 4 mahine ka sabse bada girawat hai. Iski wajah se companies ki market cap se lagbhag ₹1.3 lakh crore gayab ho gaye. Yeh sab start hua jab pata chala ki Anthropic ne 'Claude Cowork' naam ka ek naya AI tool launch kiya hai jo legal kaam jaise contract review aur compliance rules ko handle kar sakta hai. Logon ko dar lag raha hai ki AI ab sirf help karne ke liye nahi, balki direct takkar lene ke liye aa gaya hai.

"SaaSpocalypse" ka Matlab Kya Hai?

Jefferies ke analysts ne toh is situation ko "SaaSpocalypse" bol diya hai, matlab ekdum khatam hone wala scenario. Investors ko yeh chinta hai ki yeh AI, IT companies ke poore business model ko hi change kar dega. Geojit Investments ke Dr. V.K. Vijayakumar ka kehna hai ki tech stocks ko recover hone mein time lagega. Kuch experts toh yeh bhi keh rahe hain ki AI ke kaaran companies ki revenue 40% tak kam ho sakti hai, khaas kar un fields mein jahan pehle human reliance tha, jaise legal services aur customer support. LPL Financial ke Thomas Shipp ne kaha ki AI se competition badhega, pricing pressure aayega aur companies ke liye apna alag stand banana mushkil ho jayega, kyunki AI unhe easily replace kar sakta hai.

US Data Aur Interest Rate Ka Bhi Asar

Sirf AI hi nahi, America se aaye strong jobs data ne bhi pressure badha diya hai. February 11, 2026 ko pata chala ki America mein 130,000 naye jobs aaye hain aur unemployment rate 4.3% par hi hai. Isse yeh lag raha hai ki Fed jaldi interest rates kam nahi karega. Jab rates zyada hote hain, toh growth stocks, jismein tech companies aati hain, unke liye paisa attract karna mushkil ho jata hai.

Valuations Aur Future Outlook

Abhi TCS ka P/E ratio 21-22x, Infosys ka 22-23x, aur Wipro ka 18-21x ke aas-paas chal raha hai. Accenture, jo global peer hai, uska trailing P/E 19-22x aur forward P/E 16-17x hai. Pichhle ek saal mein Infosys ka market cap 26.61% aur Wipro ka 30.56% gir chuka hai. Sabse badi IT company TCS ka market value bhi ₹10 lakh crore ke aas-paas tha, aur stock ₹2,776 par aa gaya tha. Analysts keh rahe hain ki companies ko AI ke saath partnerships karne honge, jisse naye deals mil sakein. Agle 3-6 mahine bahut important honge yeh dekhne ke liye ki companies kaise adapt karti hain aur AI ko apne kaam mein kaise use karti hain.

Companies ko apne staff ko bhi naye skills sikhane honge aur AI-based services develop karni hongi. Investors ab yeh dekhna chahte hain ki yeh IT giants kaise is nayi technology ke saath chalte hain aur apni future profitability kaise secure karte hain.

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