Indian IT Trade Set for Sturdy Restoration in 2026 Amid Surge in AI Service Demand

New Delhi [India], December 9 (ANI): After three years of muted development, the Indian IT companies business is poised for a pointy restoration starting 2026, pushed primarily by accelerating demand for synthetic intelligence (AI) companies, based on a sector thematic report by HDFC Securities Institutional Equities.
IT companies have transitioned from conventional digital transformation tasks towards AI-centric engagements, with AI offers now forming practically 74% of all contracts signed within the final six quarters, the report stated.
Firms akin to TCS, Infosys, HCLTech, Wipro, LTIMindtree and Tech Mahindra reported that almost all of their latest contract wins had been centered on generative AI, agentic AI, machine studying and AI-led automation.
“The enterprise spending restoration is clear throughout a number of verticals akin to BFSI, manufacturing, retail, hi-tech, and healthcare, with BFSI tech spend exhibiting resilience and manufacturing experiencing a strong turnaround after stagnation,” HDFC Securities stated.
World enterprise commentary suggests a secure demand atmosphere, with firms prioritizing AI-enabled capabilities to attain price reductions, automation enhancements, and innovation acceleration, it additional talked about.

HDFC Securities anticipated development acceleration for the sector in FY27E. It stated this will probably be supported by the strong AI-led deal pipeline and broad-based vertical restoration, signalling renewed confidence.
“We anticipate development to get well to 7.7% in FY27E vs common development of ~3% for the final three years. This restoration manifests a transformational business part the place AI is on the core of deal wins and enterprise investments, catalysing an uptrend in income development and market optimism.”
The report additional analysed the whole offers signed/introduced during the last six quarters.
It highlighted that for the stated interval, HCL Tech confirmed a notable quantity of offers with AI because the central theme, comprising 139 AI-focused offers out of a complete of 194 offers, reflecting its robust positioning in AI-led service transformations and AI engineering improvements.
TCS demonstrated a strong AI engagement portfolio, with 81 AI offers out of 106 complete offers, highlighting its strategic investments in AI platforms and operational modernization with AI capabilities.
Wipro’s deal profile signifies a fair greater relative give attention to AI, with 83 AI-themed offers from 99 complete offers, underlining its dedication to AI-driven supply and digital transformation options.
Infosys, LTIMindtree, and Tech Mahindra additionally mirror a major proportion of AI offers, with AI constituting nearly all of their latest contract wins–demonstrating the widespread adoption of AI as a strategic crucial throughout main Indian IT companies companies. (ANI)