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Indian IT Firms Face AI Disruption Uncertainty
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7.1
An opinion piece on Feb. 16, 2026 says India’s top IT firms face growing AI-driven disruption, with TCS, Infosys, HCL and Wipro shares down about 31%, 26%, 14% and 30% respectively over the past year. It highlights three years of weak results, headcount decline to 1.433 million, and recent Anthropic tool launches that spurred a global stock selloff, urging greater CXO transparency.
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Timely industry-wide analysis using concrete stock and headcount figures, but constrained by opinionated framing and limited sourcing.
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