Tech
IT sector sees early signs of demand stabilisation but visibility into CY26 remains poor: Goldman Sachs
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The information technology (IT) services sector in India is showing tentative signs of demand stabilisation, even as visibility into calendar year 2026 remains weak, noted in a report on India’s IT services by Goldman Sachs.
“While there are early signs of demand stabilisation, visibility into CY26 remains poor, and company commentary suggests AI-related productivity pass-throughs may be becoming more mainstream, which may keep multiples depressed” said the report
The report says that, according to the latest quarterly analyses, all major IT firms…
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