Neutral impactSector
GFF 2026 | AI has put Indian IT under pressure. Why Vetri Subramaniam sees deep value in the sector
CNBC-TV18 57 min ago·10 Sept 2026, 3:20 pm
Indian IT companies are currently navigating a challenging period as artificial intelligence reshapes client priorities. Traditional IT services are facing pressure as budgets shift towards AI hardware and large language models. This transition creates near-term headwinds for established players.
Despite these short-term hurdles, industry experts argue the long-term outlook remains positive. As enterprises accelerate their AI adoption, the demand for IT services is expected to evolve rather than disappear. This shift could eventually benefit the sector as companies seek partners to navigate complex digital transformations.
For investors, the key is to look beyond the immediate turbulence. Banking and financial services within the sector currently offer a compelling balance between reasonable valuations and potential medium-term growth. Monitoring how companies adapt their strategies to this new AI-driven landscape will be crucial for future performance.
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