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Markets / The Economic Times

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IT's worst year may be behind it: Viraj Gandhi sees selective revival in 2026

India's IT sector is poised for a measured comeback in 2026. Global rate stabilization and increased enterprise tech spending will drive this recovery. While 2025 was challenging, improving deal traction and margin repair are expected. Financials, industrials, and domestic consumption themes are also set for alpha generation. Valuations in pockets remain elevated, but earnings growth is anticipated.

28 Nov 2025 10:40 am