Indian V/s Global IT Services Companies Valuation post AI correction so far
Value trap or opportunity?
#Infosys fairly valued; decent growth vs peers. Opportunity?
#Wipro Cheapest P/E but worst growth — deserves discount
#TechM ⚠️ Most expensive Indian IT — earnings recovery priced in?
Core problem for most of them: Labour arbitrage, Volume based billing, Application maintainance
Vulnerability profile: Large workforces doing repetitive coding, Basic software development, QA/testing, data entry, data processing, Helpdesk support, BPO, IT maintenance, document-heavy wrokflows
Who Is Best Positioned to Survive?
Companies pivoting toward AI consulting, proprietary platforms, and industry-specific solutions — rather than just selling headcount — have a better chance.
Infosys, TCS, and Wipro are all investing heavily in AI tools and retraining, but the transition is painful and the business model shift is far from complete.
The next 3–5 years will be the most disruptive period Indian IT has ever faced
Whats your take? Which bets can be taken currently?Whats your take? Which bets can be taken currently?
#TCS #Infosys #HCLTech #Wipro #TechMahindra #LTIMindtree #IBM #Accenture #Cognizant #Gartner #EPAMSystems #Globant #Genpact #DXCTechnology #Forrester #Kforce #Unisys #ITIndex #nifty50
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