India's IT index falls to three-year low on weak earnings outlook, demand worries

New Photo - India's IT index falls to three-year low on weak earnings outlook, demand worries

India&x27;s IT index falls to threeyear low on weak earnings outlook, demand worries ReutersTue, May 12, 2026 at 5:41 AM UTC 0 FILE PHOTO: People walk outside the National Stock Exchange (NSE) in Mumbai, India, October 22, 2024. REUTERS/Francis Mascarenhas/File Photo May 12 (Reuters) India&x27;s Nifty IT index tumbled 3.6% on Tuesday to ‌its lowest level since May ‌2023, as a weak earnings outlook and fears ​of slowing demand for traditional IT services rattled investors.

India's IT index falls to three-year low on weak earnings outlook, demand worries

ReutersTue, May 12, 2026 at 5:41 AM UTC

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FILE PHOTO: People walk outside the National Stock Exchange (NSE) in Mumbai, India, October 22, 2024. REUTERS/Francis Mascarenhas/File Photo

May 12 (Reuters) - India's Nifty IT index tumbled 3.6% on Tuesday to ‌its lowest level since May ‌2023, as a weak earnings outlook and fears ​of slowing demand for traditional IT services rattled investors.

Analysts at HSBC said in a Tuesday note that fourth-quarter earnings ‌and fiscal ⁠2027 outlooks from India's top-tier IT firms largely missed expectations, ⁠adding that strong global artificial intelligence spending could be "crowding out" spending on traditional ​IT services.

HSBC's ​warning comes ​a day after ‌OpenAI said it is launching a new company backed by more than $4 billion to help organisations build and deploy AI.

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In February, global IT stocks saw a ‌rout after Anthropic ​launched new tools that ​heightened concerns ​about AI-driven disruption in the ‌data and professional services ​industry.

On Tuesday, ​shares of Indian IT companies including Tata Consultancy Services , Infosys , HCL Technologies ​and ‌Wipro fell between 2.5% and 4%.

(Reporting ​by Surbhi Misra in Bengaluru; Editing ​by Ronojoy Mazumdar)

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Published: May 12, 2026 at 10:19AM on Source: MORNING MAG

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