印度IT公司26年第2季度需求稳定,收入增长1.5%,未来前景不大。 Indian IT firms saw stable demand in Q2 FY26, with 1.5% revenue growth and modest future outlook.

印度信息技术服务公司在问题2 FY26中出现需求稳定的初步迹象,根据高盛的一份报告,所有大公司都报告收入连续增长1.5%。 Indian IT services firms showed early signs of demand stabilisation in Q2 FY26, with all major companies reporting 1.5% sequential revenue growth, according to a Goldman Sachs report. 预计该部门在26财政年度将逐年增长1.1%,27财政年度将提高到5.4%,但由于客户支出谨慎,2026年的能见度仍然薄弱。 The sector is projected to grow 1.1% year-on-year in FY26, improving to 5.4% in FY27, though visibility into 2026 remains weak due to cautious client spending. 业务利润因货币效益和效率增益而有所改善,而雇用人数在以往下降后则呈正数。 Operating margins improved from currency benefits and efficiency gains, while hiring turned positive after prior declines. 大型交易活动仍然强劲,但定价具有竞争力,项目扩展速度缓慢。 Large deal activity remains strong, but pricing is competitive and project ramp-ups are slow. 为即将到来的季度提供的收入指导表明,增长幅度为0.5%至2.5%,反映出谨慎乐观。 Revenue guidance for upcoming quarters points to moderate 0.5% to 2.5% growth, reflecting cautious optimism.