Indian IT Services Signal Resilience Amid AI

Investors remain cautiously optimistic about India’s IT services after Infosys’ recent AI Day, with Sowilo's Sandip Agarwal praising robust business models and execution scale. Agarwal noted stocks have corrected 30–40% while AI could cut client effort 20–30% and potentially drive 30–35% of revenue for large firms in 2–3 years. He urges caution on valuations and awaits clearer revenue evidence.
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Sources
- Read OriginalInfosys’ AI push reassures on business strength, but valuation worries linger, says Sandip Agarwaleconomictimes.indiatimes.com


