Indian IT Sector FY26 Results: AI Ka Dhaansu Asar, Kuch Firms Khush, Kuch Ko Lagta Hai Jhatka!

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AuthorKavya Nair|Published at:
Indian IT Sector FY26 Results: AI Ka Dhaansu Asar, Kuch Firms Khush, Kuch Ko Lagta Hai Jhatka!
Overview

Toh bhaiyo, FY26 ke results aa gaye hain aur India ke bade IT companies ki kahani thodi mili-juli rahi hai. AI ki wajah se kuch purani services mein revenue kam hua hai, lekin naye AI projects se opportunities bhi bade hain. Clients bhi ab results par zyada focus kar rahe hain.

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FY26 Results: Kahaani Thodi Mixed Hai!

Dekho, India ki top IT companies ne FY26 ka financial year jab khatam kiya, toh results mein kafi variation dikhi. Sabse pehle baat karte hain TCS ki, jinka net profit March quarter mein 12.22% badha aur poore saal ke liye 1.35% badh kar ₹49,210 crore ho gaya. Unka kehna hai ki market ki mushkil problems shayad kam ho rahi hain.

Phir aata hai Infosys, jinka Q4 mein net profit 20.8% jump kar gaya aur full year mein 10.20% badh kar ₹29,440 crore pahunch gaya. Ye dono companies achhi performance dikha rahi hain.

Lekin sab ek jaise nahi hain. HCL Technologies ka full-year profit 4.30% gir gaya, haalanki unka revenue 11.18% badha tha. Aur Wipro toh aur bhi conservative hai, jinka net profit poore saal sirf 0.47% hi badha.

Wahi, Tech Mahindra ne bhi gud-news di hai. Q4 mein profit 16% badha aur poore saal ke liye 13.15% ka rise dikhaya hai.

AI Ka Dual Effect: Old Services Down, New Projects Up!

Is poori picture ke peeche ka asli reason hai Artificial Intelligence (AI). Ye AI ek taraf toh purani, labor-intensive IT services se revenue kam karwa raha hai, toh wahi doosri taraf AI-based naye projects se bade paisa kamane ke mauke bhi de raha hai. Clients bhi ab business karne ka tarika badal rahe hain; woh ab sirf project ke size par nahi, balki usse milne wale results par zyada focus kar rahe hain. Is badlav ki wajah se sabhi companies ke liye expectations ab different hain.

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