Valuation das empresas de TI indianas cai para níveis próximos aos da crise do subprime

As exportadoras de TI da Índia viram as avaliações de suas ações caírem para níveis vistos pela última vez durante a crise do subprime de 2008-09. As empresas agora são negociadas a múltiplos de preço sobre lucro (P/L) de 15 a 18, após perderem quase 30 por cento em 2026. Avanços em IA e a nova concorrência são citados como os principais impulsionadores do declínio.

As exportadoras de TI indianas, incluindo Infosys, Tata Consultancy Services, HCL Technologies e Wipro, registraram fortes quedas em seu valor de mercado. Suas avaliações agora estão próximas daquelas registradas no período da crise financeira de 2008-09, com as ações sendo negociadas a múltiplos P/L de 15 a 18.

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