Indian IT valuations fall near subprime crisis levels

हिंदी

Indian IT exporters have seen their stock valuations drop to levels last seen during the 2008-09 subprime crisis. The companies now trade at price-to-earnings multiples of 15 to 18 after losing nearly 30 percent in 2026. AI advancements and new competition are cited as key drivers of the decline.

Indian IT exporters including Infosys, Tata Consultancy Services, HCL Technologies and Wipro have experienced sharp declines in market value. Their valuations now sit close to those recorded in the 2008-09 financial crisis period, with shares trading at 15-18 P/E multiples.

संबंधित लेख

Illustration depicting panic at Bombay Stock Exchange as markets lose Rs 20 lakh crore amid crude oil surge to $100 from Iran conflict, with falling charts and rupee.
AI द्वारा उत्पन्न छवि

Indian markets lose Rs 20 lakh crore on crude oil surge

AI द्वारा रिपोर्ट किया गया AI द्वारा उत्पन्न छवि

Crude oil prices surpassing $100 have erased Rs 20 lakh crore from Indian equity markets this week, amid escalating Iran conflict. The rupee hit a record low as foreign institutional investors continued selling, intensifying the downturn. Experts suggest the panic could present long-term buying opportunities.

BNP Paribas analyst warns on Indian IT stocks' value

BNP Paribas analyst Kumar Rakesh has cautioned investors against viewing largecap Indian IT stocks as a straightforward value play. He points to weak FY27 guidance, AI-led disruptions, and stalled client spending as major challenges. Buybacks and dividends offer some support, but earnings risks remain high.

Indian IT stocks rebound but analysts see temporary relief

AI द्वारा रिपोर्ट किया गया

Indian IT stocks experienced a brief rebound on Wednesday, halting a five-day losing streak. Analysts, however, caution that this uptick may not last, with persistent bearish sentiments in derivatives. The sector has been under pressure in February amid growing concerns over AI's impact on revenues.

व्यवसाय

Indian stock markets decline amid geopolitical tensions

व्यवसाय

Indian firms pause IPO plans due to market volatility

एशिया

Sensex gains over 500 points led by IT stocks rally

High-priced BSE stocks diverge in FY26 performance

Among 68 high-priced stocks trading above Rs 5,000 on the BSE, FY26 has brought more declines than gains amid global uncertainty and geopolitical tensions. The top six laggards fell 25-40%, while top gainers surged 40-130%. Institutional holdings vary across these stocks.

West Asia conflict hits Indian markets and manufacturing amid ongoing risks

AI द्वारा रिपोर्ट किया गया

Building on earlier concerns over GDP growth projections, the escalating West Asia war is pressuring Indian equity markets and disrupting footwear and textile sectors through supply shortages and cost spikes. Prashant Jain of 3P Investment Managers views the impact as marginal and transient, while industry reports show input costs up 10-50%.

Accenture stock emerges as rare bargain amid AI disruption fears

Accenture (NYSE:ACN) is viewed as undervalued following a price drop in early 2026 due to concerns over AI disruption in software and consulting. The company maintains strong liquidity with $9.6 billion in cash against $8.2 billion in debt. Analysts highlight its 8.75% free cash flow yield and 3% dividend as attractive compared to other blue-chip stocks.

Indian markets close at over two-year low, rupee at 94.83

AI द्वारा रिपोर्ट किया गया

Foreign portfolio investors pulled out a record Rs 1.18 lakh crore in March, driving the Sensex down 2.22% to 71,947.55 and Nifty 2.14% to 22,331.40 on Monday. The rupee breached 95 intra-day before closing at 94.83 against the dollar. Elevated crude prices above $100 per barrel due to the West Asia conflict added pressure.

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