Businesstoday iconBusinesstodaySep 16, 2026

Indian I.T. Stocks: Why AI Disruption & Weak Growth Are Making Investors Rethink Their Bets

stocks have seen sharp moves amid AI disruption concerns, profit booking and changing investor sentiment. Pankaj Pandey, Head of Research, ICICI Direct, explains why meaningful improvement in I.T.

Indian I.T. Stocks: Why AI Disruption & Weak Growth Are Making Investors Rethink Their Bets

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Useful takeaways from this story.

stocks have seen sharp moves amid AI disruption concerns, profit booking and changing investor sentiment.

Pankaj Pandey, Head of Research, ICICI Direct, explains why meaningful improvement in I.T.

sector earnings may remain limited, with Tier 1 companies expected to deliver mid-single-digit growth.

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The useful part

stocks have seen sharp moves amid AI disruption concerns, profit booking and changing investor sentiment. Pankaj Pandey, Head of Research, ICICI Direct, explains why meaningful improvement in I.T. sector earnings may remain limited, with Tier 1 companies expected to deliver mid-single-digit growth.

How it works

  • companies, why sudden rallies may not be sustainable, and what investors should watch for in revenue growth.
  • The discussion explores how AI developments are impacting traditional I.T.

Details worth keeping

stocks and the factors driving this volatile trade.

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