IT sector post-Q2 is the talking point as AI bets shape growth and valuations. The chatter splits on a profit miss versus AI-driven upside, with revenue holding firm and traders eyeing tomorrow’s moves for the IT pack.
TCS reported revenue of ₹65,799 crore (+2.4% YoY) and net profit of ₹12,075 crore (+1.4% YoY, -5.4% QoQ). Margin rose to 25.2% QoQ, and TCV hit $10 billion, with a ₹1,135 crore restructuring cost. Revenue was in line; the profit miss sparked a mixed view on near-term stock moves. [2]
Investors weigh the miss against AI and cloud bets that could lift growth longer term. The AI narrative—data centers, cloud deals, and large outsourcing wins—keeps the bullish case intact even as near-term earnings temper valuations. [2]
Sentiment moves fast in a news-driven environment. Infosys ADR rose more than 2% on the day as peers react to IT chatter [1]. In India, traders discuss buy-on-dips strategies, and algos tie TCS results to broader Nifty moves [3].
Keep an eye on how TCS and the IT pack navigate AI bets next quarter—the stakes for growth and valuations remain high.
References
Can anyone analyse tcs q2 results and whats expected Tommorow?
Analysing TCS Q2, positives/negatives, tomorrow's move; INFY ADR reaction hints, potential upside if buyers enter.
View sourceTCS Q2 Results Analysis – Profit Misses, What’s Next for the Stock?
TCS Q2 results: profit miss, AI bets supportive; debate on valuation, growth, and next move, stocks and IT sector outlook.
View sourceNews-driven algo trading ideas on Nifty levels, sector rotations, gold ETFs, and IT stock implications.
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