印度IT部门在Q2FY26出现反弹,表现强劲,比值增长,雇用收益增加。 Indian IT sector rebounds in Q2FY26 with strong performance, margin growth, and hiring gains.

印度IT部门在Q2FY26中反弹,根据轴心资本报告,第1级公司扭转了以前的下降趋势,第2级公司推动增长和利润率。 The Indian IT sector rebounded in Q2FY26, with Tier-1 firms reversing prior declines and Tier-2 companies driving growth and margins, according to an Axis Capital report. Infosys和Wipro达到了预期,Tech Mahindra略高于预期,而Coforge和Oniversal Systems则领先了第二级的绩效。 Infosys and Wipro met expectations, Tech Mahindra slightly exceeded them, while Coforge and Persistent Systems led Tier-2 performance. BPO公司取得了稳定的成果,由于非汽车需求,Tata技术在ER&D方面的表现超过了该技术。 BPO firms delivered steady results, and Tata Technologies outperformed in ER&D due to non-automotive demand. 在有利的货币、延迟的加薪和降低成本的帮助下,整个行业的边际上升,海外BPO公司获得最大的收益。 Margins rose across the sector, aided by favorable currency, delayed wage hikes, and lower costs, with offshore BPO firms seeing the biggest gains. HCLTech和Infosys保持了强大的EBIT利润率,而且灵活性改善了其前景。 HCLTech and Infosys maintained strong EBIT margins, and Sagility upgraded its outlook. 员工人数增长温和增长，表明早期需求稳定，Infosys 和 Cognizant 在招聘方面处于领先地位。 Headcount growth increased modestly, signaling early demand stability, with Infosys and Cognizant leading hiring. Gen-AI的开支可以进一步支持该部门的复苏。 Gen-AI spending may further support the sector’s recovery.