Indian IT Firms Signal 2026 Budget Trends
Tata Consultancy Services, Infosys and other IT firms, plus TSMC, are set to report October-December results this week, offering clues on clients' 2026 budgets and AI spending, Bloomberg reported on Jan. 9, 2026. Analysts expect mixed outcomes—TCS's constant-currency revenue may fall 2.2%, HCL to grow about 4%, Infosys to hold 2–3% guidance, and TSMC net income likely rose 23%—with acquisitions and headcount trends signaling demand improvements by mid-2026.
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