Al may drive 20% revenue deflation in IT services over CY25-30: Jefferies

Sep 12, 2025

Artificial Intelligence (AI) could trigger around 20 per cent revenue deflation in the global IT services sector between calendar years 2025 and 2030, posing...

AI volumes may outweigh revenue deflation for IT sector by FY30: Report

Aug 22, 2026

Artificial intelligence (AI) could become a net growth driver for India's IT services industry over the longer term, with AI-led volumes potentially outweighing revenue...

Cheaper AI models to boost adoption, but raise pricing risks for Indian IT: Kotak

Sep 10, 2026

Falling costs of artificial intelligence models and their expanding capabilities beyond software could accelerate AI adoption by enterprises, but may also increase pricing and...

AI could drive 3-3.5% annual revenue deflation in Indian IT services through FY28: Kotak

Aug 25, 2026

Artificial intelligence-led productivity gains could result in annual revenue deflation of 3-3.5 per cent in the Indian IT services market through FY2028, with new...

AI deflation, weak demand to keep large IT growth muted in Q2FY27; mid-tier to outperform: Kotak

Sep 30, 2026

India’s large IT companies are expected to report another muted quarter in Q2FY27 as AI-led deflation and weak demand weigh on growth, while mid-tier...

No AI-led deflation or major war impact on IT sector in Q4 so far: CLSA

Mar 19, 2026

The IT sector has not witnessed any deflationary impact in the fourth quarter of FY26 so far, either from artificial intelligence (AI) developments or...