Indiatimes iconIndiatimesSep 8, 2026

SaaS is beating ‘SaaSpocalypse’! CLSA on AI impact on IT stocks

CLSA sees AI widening the gap between SaaS platforms and Indian IT services, favouring Persistent Systems and LTIMindtree. SaaS firms are gaining productivity, while system integrators face automation pressure.

SaaS is beating ‘SaaSpocalypse’! CLSA on AI impact on IT stocks

Share this story

Send the public story page.

Useful takeaways from this story.

CLSA sees AI widening the gap between SaaS platforms and Indian IT services, favouring Persistent Systems and LTIMindtree.

SaaS firms are gaining productivity, while system integrators face automation pressure.

Both companies are adapting through deal growth, AI adoption and higher-value engineering work.

Building the complete brief

The page is ready to read now. The fuller skim-friendly version will appear here automatically.

The useful part

CLSA sees AI widening the gap between SaaS platforms and Indian IT services, favouring Persistent Systems and LTIMindtree. SaaS firms are gaining productivity, while system integrators face automation pressure. Both companies are adapting through deal growth, AI adoption and higher-value engineering work.

Keep reading in the app

Open the app view to save this story, compare related coverage, and continue from the same source.

Open in app