Go Unlimited with Magzter GOLD
Get unlimited access to 10,000+ magazines, newspapers and Premium stories for just
Try GOLD - Free
Positives in IT, but fears remain
Mint Kolkata
|November 17, 2025
More than half of FY26 is out of the way, but for India's information technology (IT) companies, revenue visibility remains murky. Investors are swinging between hope and despair, as a recovery in revenue growth gets delayed.
The Q2 earnings saw modest sequential revenue growth for most tech firms and a selective recovery in key verticals. Out of 11 companies—five large-caps and six mid-caps—studied by BNP Paribas Securities (India), 64% reported revenue growth that was better than the lowered predictions made by analysts. This is an improvement from the 53% that exceeded expectations in the previous quarter.
On margin, 55% crossed expectations, against 13% last quarter. Infosys Ltd and HCL Technologies Ltd raised the lower end of their FY26 revenue growth guidance. As companies executed large deals won earlier, revenues flowed in.
This story is from the November 17, 2025 edition of Mint Kolkata.
Subscribe to Magzter GOLD to access thousands of curated premium stories, and 10,000+ magazines and newspapers.
Already a subscriber? Sign In
MORE STORIES FROM Mint Kolkata
Mint Kolkata
Bajaj Auto secures KTM majority stake
Bajaj Auto Ltd on Wednesday announced the completion of acquisition of a majority stake in Austrian motorbike maker KTM following receipt of necessary approvals from European regulators for its €800-million transaction.
1 min
November 20, 2025
Mint Kolkata
VANCE, RUBIO OFFER CLUES TO 2028 US RACE
A study of their divergent styles and interaction can likely determine who might take on the mantle next
8 mins
November 20, 2025
Mint Kolkata
QSR chains go upmarket in face-off with gourmet brands
For long, western fast-food chains operating in India have focussed on low prices and localized fare to grow in scale and scope. But now, they are increasingly turning to premium bases and ingredients as competition from high-end gourmet pizza and burger brands shows that there are better profits to be harvested.
2 mins
November 20, 2025
Mint Kolkata
PayMate pulls plug on West Asia operations
The Visa-backed B2B payments firm is scrambling to raise more funds
2 mins
November 20, 2025
Mint Kolkata
The entropy trap: Climate plans may be adding to global fragility
The mitigation-first model exposes developing countries to the risk of complexity outpacing the buffers needed to manage it
4 mins
November 20, 2025
Mint Kolkata
Air India lobbies to use airspace over China’s Xinjiang
India-China flights resumed after a five-year hiatus.
1 mins
November 20, 2025
Mint Kolkata
Sanae Takaichi's economic policies may not help Japan
In a country known for electing prime ministers who are mostly reticent on the global stage, Sanae Takaichi represents a distinct break from the past, and not only because she is the first woman prime minister in Japan's history.
3 mins
November 20, 2025
Mint Kolkata
Govt eyes post-cut GST revenue surge
FinMin expects Nov GST receipts growth to rebound to 10%
1 min
November 20, 2025
Mint Kolkata
Global reset done, TVS supply chain unit eyes margin boost
TVS Supply Chain Solutions (SCS), whose wafer-thin margins and weak post-IPO performance have dampened investor sentiment since its 2023 debut, is looking to reset expectations after a major overhaul of its overseas operations.
2 mins
November 20, 2025
Mint Kolkata
Exide's dual bet: Can lithium-ion offset a weakening core?
Exide Industries Ltd is struggling to fuel its core lead-acid business while simultaneously turning its capex-heavy lithium-ion venture into a viable second growth engine.
1 mins
November 20, 2025
Listen
Translate
Change font size