I.T. Stocks Rally: Is The Bottom In Yet? Why Investors May Need To Wait Until FY28 | Market Analysis

Will the rally in Indian I.T. stocks continue, or is it too early to call a bottom? Market expert Pankaj believes earnings do not yet support a sustained recovery, with the global AI trend likely to play a crucial role in determining the sector's direction. In a discussion with Sakshi Batra on Business Today, Pankaj explains why Indian I.T. companies could play a key role in implementing and validating AI solutions, even as meaningful revenue growth from AI may take time to materialise. He expects a significant improvement in earnings to take shape around FY28. With I.T. stocks correcting 30–35% from their highs and valuations easing, is this the right time to buy the dip? Pankaj cautions investors against rushing into bottom fishing, highlighting the need to track global AI developments and the earnings outlook before making investment decisions. Watch the full discussion for insights into TCS, HCLTech and the road ahead for Indian I.T. stocks.