negative
5 days agoBrokerage flags structural headwinds for technology exporters ahead
Jefferies has flagged four key risks for Indian IT stocks heading into 2026, citing weak global tech spending, pricing pressure from aggressive client negotiations, currency volatility impacting margins, and slower deal ramp-ups. The brokerage warned that stretched valuations leave little room for execution misses, even as selective companies benefit from cloud, cybersecurity and AI-led demand pockets going forward in services.
Tags:
- stocks
- IT sector
negative
5 days agoBrokerage flags structural headwinds for technology exporters ahead
Jefferies has flagged four key risks for Indian IT stocks heading into 2026, citing weak global tech spending, pricing pressure from aggressive client negotiations, currency volatility impacting margins, and slower deal ramp-ups. The brokerage warned that stretched valuations leave little room for execution misses, even as selective companies benefit from cloud, cybersecurity and AI-led demand pockets going forward in services.
Tags:
- stocks
- IT sector
1 min read
61 words
Jefferies has warned that Indian IT stocks face multiple headwinds into 2026 from weak demand, pricing pressure and margin risks, cautioning that rich valuations could amplify downside if execution falters.
Jefferies has flagged four key risks for Indian IT stocks heading into 2026, citing weak global tech spending, pricing pressure from aggressive client negotiations, currency volatility impacting margins, and slower deal ramp-ups. The brokerage warned that stretched valuations leave little room for execution misses, even as selective companies benefit from cloud, cybersecurity and AI-led demand pockets going forward in services.
Jefferies has flagged four key risks for Indian IT stocks heading into 2026, citing weak global tech spending, pricing pressure from aggressive client negotiations, currency volatility impacting margins, and slower deal ramp-ups. The brokerage warned that stretched valuations leave little room for execution misses, even as selective companies benefit from cloud, cybersecurity and AI-led demand pockets going forward in services.
Tags:
- stocks
- IT sector
- stocks
- IT sector
- Jefferies
- brokerage view
Dec 10, 2025 • 12:19