CLSA: No AI-driven deflation or significant war effects on IT sector in Q4

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IT Sector Resilient: No AI Deflation or War Impact in Q4, Says CLSA Report

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News18•19-03-2026, 08:30

IT Sector Resilient: No AI Deflation or War Impact in Q4, Says CLSA Report

•CLSA report indicates no AI-led deflation or major war impact on the IT sector in Q4 FY26 so far.
•Discussions with TCS, Infosys, HCL, and Wipro reveal no increased deflation in renewal contracts due to new AI tools.
•Vertical-wise demand remains intact, with BFSI showing tailwinds; tech strong for HCL and TCS, while retail, auto, healthcare are soft.
•Client decision-making slightly delayed due to new AI tools assessment and Middle East crisis uncertainty.
•Direct revenue exposure to Middle East for major IT firms is low; strong deal pipelines and attractive valuations noted.

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